Option 1: Changing an existing amount

1. Click Reports & Forms, Forms, Tax Forms
2. Double-click Payroll Tax Forms
3. Select Federal
4. Select [year] W-2\W-3
5. Set Year to the needed year
6. Click OK
7. Select Correct Completed W-2s
8. Click Next
9. Choose Yes or No for each W-2 copy as appropriate
10. Click Continue
11. Enter any needed changes to employee information
    Note: The text of edited fields will be blue
12. Click Next Step
13. Enter any needed changes to wage or withholding amounts
14. Click Next Step
15. Select an option for Divider Sheets
16. Click Next
17. If desired, Print the review data, and then click Next
18. For each correction form (only the needed forms will be given automatically), click Print Final, and then click Next
    Note: If you're efiling a W-2C past the employee copy deadline but before the Federal copy deadline, you will get the entire copy of the Federal W-2 to send again, not the Federal W-2C.
19. After the final form, the W-2 History File Options screen will reopen; if no further reprints/etc are needed, click Close

Option 2: Changing company information, tax ID numbers, W-3 information, or data verification questions

1. Click Reports & Forms, Forms, Tax Forms
2. Double-click Payroll Tax Forms
3. Select Federal
4. Select [year] W-2\W-3
5. Set Year to the needed year
6. Click OK
7. Select Correct Completed W-2s
8. Click Next
9. Choose Yes or No for each W-2 copy as appropriate
10. Click Continue
11. Select Edit, Company Setup
12. Enter any needed changes to Company Information
13. Click Next twice
14. Make changes to any of the State or Local Tax Items
15. Click Next
16. Make changes to the Data Verification questions if needed
17. Click Next
18. Make changes to the W-3 Information
19. Click Next
20. Continue through the rest of the Next Step screens to select the forms that need to be reprinted.

Option 3: Adding missing information to a W-2

Note: If you E-filed the W-2s and need to add missing information, you will not be able to correct them through the Sage 50—U.S. Edition.

1. Click Reports & Forms, Forms, Tax Forms
2. Double-click Payroll Tax Forms
3. Select Federal
4. Select [year] W-2\W-3
5. Set Year to the needed year
6. Click OK
7. Select Start Over
8. Select No to the question, "Have you distributed any copies to the Social Security Administration (SSA) or State?"
9. Click OK
10. Click Next until you reach the field that needs to be added. If the field is a text field, enter a period. If the field is an amount field, enter 0.00. Continue to the print options.
11. Select to print the copies that need to be corrected, and then click Next
12. When the form is on the screen, select Next Step, Yes, and then Cancel on each copy of the form.
13. When you reach the W-2 History File Options, follow Option I to make corrections.

Option 4: Need to do a corrected W-2 in merged company for payroll purposes

1. Click Reports & Forms, Forms, Tax Forms
2. Double-click Payroll Tax Forms
3. Select Existing Form
4. Click OK
5. Put a check-mark in the payroll year for the W-2s that you want to change
6. Click Edit
7. Select Correct Completed W-2s
8. Click Next
9. Make any changes as necessary

How to reprint an employee's W-2c