NOTE: If you Archived Oldest Payroll Year in Database Administration for Sage 100 Contractor, print W-2s from your payroll archive company database. If you're using version 24.2 or later and have Closed Payroll Year in menu option 5-3-8 and haven't archived that payroll year, print W-2s from the current company database.

To generate and print W-2/W-3 forms

1. Open 5-4-1 Federal Forms
2. Choose W-2/W-3 for the correct tax year.
3. From the Criteria section pick the correct Year
4. Click Run Report
5. On the W-2 Setup Wizard window, select the radio button No thanks, start processing my W-2/W-3s.  Click Next
6. Verify the Company FEIN. Click Next
7. On the Multiple Payroll Data Files window, select the appropriate radio button. Click Next
   1. When selecting the option to process Multiple Payroll Data Files:
      • Aatrix asks you to choose an option.
      • When you choose an option, you'll see the W2/1099 Preparer window.
      • Review this information and click Next Step.
8. On the Company Information window, enter the correct information in each field. Click Next
9. On the Tax Preparer Type window, select the appropriate radio button. Click Next.
10. On the StateTax Items window, ensure that each of your local tax items has a Tax Account Number.  To assign a Tax Account Number, choose the Tax Name and click Edit. Type the correct number in the Tax Account Number field and click OK.  Click Next
11. On the Local Tax Items window, ensure that each state tax item has a Tax Account Number.  To assign a Tax Account Number, choose the Tax Name and click Edit. Type the correct number in the Tax Account Number field and click OK.  Click Next
12. After verifying the correct Tax account numbers are assigned to State and Local tax items, click Next.
13. On the Data Verification window, click Yes or No to the question Do you have employees who are exempt from any part of Medicare or Social Security taxes?  Also, select the appropriate radio buttons for questions 2 through 4 and click Next
14. On the W-3 Information window, enter all applicable information, select the boxes that apply, and click Next
15. On the Employee Social Security Numbers window, select the appropriate radio button and click Next
16. The W-2/1099 Preparer, Verify Employee Information window will display.  Verify the information and make any changes. Click Next
17. W-2/1099 Preparer, Verify Additional Employee Information window will display.  Verify the information and make any changes. Click Next
18. W-2/1099 Preparer, Verify Federal Information window will display.  Verify the information and make any changes. Click Next
19.  The W/2 1099 Preparer will run an error check. For yellow Warning messages, click Go Back and Correct or Continue without Correcting. For red Fatal Error messages, click the Help button and review the Help document for a solution. Make corrections and click Next
20. W-2/1099 Preparer, Verify State Information window will display. Verify the information and make any changes. Click Next
21. W-2/1099 Preparer, Verify Unassigned Columns window will display. Verify the information and make any changes. Click Next
22.  The W/2 1099 Preparer will run an error check. For yellow Warning messages, click Go Back and Correct or Continue without Correcting. For red Fatal Error messages, click the Help button and review the Help document for a solution. Make corrections and click Next
23. The Aatrix eFiling advertisement splash window will display.  Click Next
24. You will see a window with your W-2 Printing and Filing Options. Choose Other Options, and then the appropriate Print boxes. Click Next
25. On the Benefits of the Complete W-2 eFile Service window, select the box labeled Yes, I would like to continue with the COMPLETE W-2 eFile Service to file your forms.  Click Next
26. On the Review Data window, click Next
27. On the W-2 Employee Tax Forms and eFiling by Aatrix window, click Print Final.  Print the forms and click Next Step
    • When printing the Employee W-2s, a Paper Warning message reminds you to insert 4-part perforated paper.
28. On the Print window, verify your printer settings and click OK
29. Continue clicking Print Final, OK, and Next Step until you have printed all the required forms.

What forms will I need to order for W2 and 1099?

What determines the amounts on the W-2 form?

How do I reprint the W-2 for one or more employees?