Important: Beginning reporting year 2023 - per IRS requirements, if you have more than 10 forms, you must eFile.

Employee W-2s

1. Go to Payroll, Tasks, Federal eFiling and Reporting.
2. Select the appropriate form. If offered, test-drive the process for all employees.
3. Complete the wizard screens to advance to the W2/1099 Preparer grid (you will go through multiple windows prior to accessing the grid).
4. From the View menu, select W-3/W-2 Report.
5. The number of forms appears below Total number of Forms W-2.

State Forms
Note: This is only required if you will not eFile State W-2s.

1. Go to Payroll, Tasks, Federal eFiling and Reporting.
2. Select the appropriate form. If offered, test-drive the process for all employees.
3. Complete the wizard screens and W-2/1099 Preparer grid to advance to the W-2 Printing and Filing options.
4. Under the Other Options list, select Print State W-2s and Reconciliation Forms only.
5. Make sure all the states you have to submit printed W-2s to are selected.
6. Proceed through the wizard and total the number of pages that appears in the top left of the window for each state.

Need more help?

Which forms should I order for year end?