Set up a client's employees for W-2 processing only
Use one of these methods to enter W-2 information for clients that you don't provide live payroll services for.
- Use the Spreadsheet Import wizard to import employee data and earnings for the year.
- Enter a year-to-date payroll check for each employee:
- SelectActions, thenEnter Transactions.
- Enter the total amounts that should appear on the W-2.
- Manually enter earnings amounts for each employee:
- SelectActions, thenEdit Payroll Tax Forms.
- SelectW-2for the form type.
- Manually enter earnings amounts in theEmployee Datatab.