Step 1: Launch the Federal Forms Module

1. Open 5-4-1 Federal Forms.
2. Select W-2/W-3 for the correct tax year.
3. In the Criteria section, choose the correct Year.
4. Click Run Report.

Step 2: Start the W-2/W-3 Setup Wizard

1. In the W-2 Setup Wizard, select:
   • No thanks start processing my W-2/W-3s
2. Click Next.

Step 3: Verify Company Information

1. Confirm the Company FEIN.
2. Click Next.

Step 4: Handle Multiple Payroll Data Files

1. On the Multiple Payroll Data Files window, select the appropriate radio button.
2. Click Next.
3. If processing multiple files:
   • Choose an option when prompted by Aatrix
   • The W-2/1099 Preparer window will appear
   • Review the information and click Next Step

Step 5: Enter Company and Tax Preparer Information

1. On the Company Information window, complete all required fields.
2. Click Next.
3. On the Tax Preparer Type window, select the appropriate option.
4. Click Next.

Step 6: Assign Tax Account Numbers

1. On the State Tax Items window:
   • Ensure each item has a Tax Account Number
   • To assign one, select the Tax Name, click Edit, enter the number, and click OK
2. Click Next.
3. Repeat the same process on the Local Tax Items window.
4. Click Next.

Step 7: Data Verification

1. On the Data Verification window:
   • Answer whether you have employees exempt from Medicare or Social Security
   • Complete questions 2 through 4
2. Click Next.

Step 8: Enter W-3 Information

1. Fill in all applicable fields.
2. Select the relevant boxes.
3. Click Next.

Step 9: Verify Employee Information

1. On the Employee Social Security Numbers window, select the appropriate option.
2. Click Next.
3. Verify and update information in the following windows:
   • Verify Employee Information
   • Verify Additional Employee Information
   • Verify Federal Information
4. Click Next after each.

Step 10: Error Checking

1. The system will run an error check:
   • Yellow Warnings: Click Go Back and Correct or Continue without Correcting
   • Red Fatal Errors: Click Help, review the document, correct the issue, and click Next

Step 11: Verify State and Unassigned Columns

1. Review and update:
   • Verify State Information
   • Verify Unassigned Columns
2. Click Next after each.
3. Another error check will run—follow the same steps as above.

Step 12: Final Steps and Printing

1. On the Aatrix eFiling advertisement window, click Next.
2. On the W-2 Printing and Filing Options window:
   • Choose Other Options
   • Select the appropriate Print boxes
   • Click Next
3. On the Complete W-2 eFile Service window:
   • Select Yes, I would like to continue
   • Click Next
4. On the Review Data window, click Next.
5. On the W-2 Employee Tax Forms and eFiling by Aatrix window:
   • Click Print Final
   • Insert 4-part perforated paper when prompted
   • Verify printer settings and click OK
6. Continue clicking Print Final, OK, and Next Step.
7. Print all required forms.

What forms will I need to order for W-2, W-3, and 1099?

What determines the amounts on the W-2 form?

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