| How to merge two or more databases to print W-2s and W-3s |
Description | - How to merge two or more databases to print W-2s and W-3s
- Multiple data files when processing W-2 and W-3 forms
- How do I process tax forms for multiple companies with the same EIN?
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Resolution | [BCB:5:Third-party support:ECB] Export company files - Start the W-2 Setup Wizard.
- On the step, Do you use multiple payroll data files for the same federal EIN? select Yes, I use multiple payroll data files for this EIN.
- In the Multiple Payroll Data Files window, click Save to export the payroll data file.
- Click Close.
- Click File, Close Company.
- Repeat steps 1-5 for each additional company except the last company then move to the next section.
Merge exported files
- Start the W-2 Setup Wizard.
- On the step, Do you use multiple payroll data files for the same federal EIN? click Yes, I use multiple payroll data files for this EIN.
- In the Multiple Payroll Data Files window, click Save to export the payroll data file.
- Check the Payroll Data Names to be merged. Click Merge.
- Click Yes to Have you included payroll data files with all employees for the filing?.
- The merge process will begin. With large databases this may take a while. Don’t interrupt the process.
- Click Continue when prompted. The files will be merged.
- Continue the W-2 / W-3 process normally, see What is the process for filing my W-2s and W-3s?.
Alternative Method - Open the company that won’t be used to print the W-2s.
- Click Reports & Forms, Payroll.
- Print the Yearly Earnings Report.
- If merging data for more than two companies, repeat steps 1-3 as needed.
- Open the main company.
- Click Maintain, Employees/Sales Reps.
- Select an Employee ID
- Click Employee Beginning Balances.
- Using the Yearly Earnings Report, enter the payroll amounts from the other company.
- Click Save, then Close.
- Repeat for each applicable employee.
- Run the W-2s; the total payroll amounts will now be included.
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