Access to payroll tax reporting

1. Open Payroll, Period End, Federal and State Tax Reporting.
2. Select Form Type 'Federal' for W-2 and W-3.  (Existing only used to keep the files for future use.)
3. Click the lookup for Form Name, then select xxxx W‑2/W‑3 (xxxx = Tax Year).
4. After confirming the information, Click Proceed to start the wizard.

 

Run the W‑2 wizard

Select or verify information in the following windows, then select OK or Next to proceed.

Printing and eFiling W-2s and W-3

Select or verify information in the following windows, then select OK or Next to proceed.

 

 

Each form will display that you selected.

• Once the form is in preview, you can review the pages or click the Green Arrow (Next Step). 
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• You’ll receive prompts based on the form type you just previewed.
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• After answering OK, you’ll be able to Print the forms to the Printer.
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• The Process repeats to display then print for the remaining forms.
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• When it reaches the last form to preview/print, the eFile window will prompt for login to Aatrix.
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