Watch the Video

View this short video on how to process or correct your employee W-2s in Sage BusinessWorks. 

Follow the steps to process and print your W-2s

If you prefer to follow step-by-step guidance, use the steps below.

1. Select to process W-2s 

1. Select PR, Taxes, Print W-2.
2. Select the W-2/W-3 form for the current year, then click OK.
    NOTE: The previous year form will display until you perform an update. The update for the W-2s, 940, and 1099s is available around December 20 of the current year.

2. Update tax forms, if necessary

1. Select Automatic Update on the Forms Update screen.
2. Continue with the Enhanced Tax Reporting update.

3. Review the information in Company Setup

1. Choose the option No thanks, start processing my W-2/W-3s, then click Next.
2. Confirm your company FEIN and click Next.
3. Confirm if using multiple payroll data files, then select Next.
4. Review the Company Information for accuracy.  If necessary, modify any information.
5. Select the appropriate Tax Preparer Type. then click Next.
6. Review the State & Local Tax Items and Tax Account Numbers.  If necessary, modify any information to ensure accuracy, then select Next.
7. Answer the questions on the Data Verification screen, then click Next.
8. Review the W-3 Information and click Next.
    NOTE: The Kind of Payer and Kind of Employer are required fields. 
9. Select how you want the Employee Social Security Numbers (SSNs) to print.
10. The W-2 information displays on the grid. 

4. Confirm Employee Detail in W-2 Preparer Grid  

1. Follow the Preparer Steps to ensure accuracy of employee detail.
   
2. Click Next to continue processing through the different verifications.
3. You'll receive a final opportunity to review or edit employee details. 
4. Select Agree to continue processing your W-2s or Double Check for a last review.
   
5. When you select Agree, you'll receive a window with W-2 Printing and Filing Options.

5. Select Printing or eFiling Options

1. Choose Other Options to print the W-2s yourself.  Ensure you're using the correct W-2/W-3 forms.
   
   
   
2. Select COMPLETE W-2 eFiling Service to have your forms eFiled with Aatrix.  Aatrix will submit the forms electronically to tax agencies, and W-2s printed and mailed to the employees. 
    NOTE: COMPLETE W-2 eFiling Service is a fee-based service. 

Visit Aatrix website for additional information on Enhanced Tax Reporting for BusinessWorks, including a list of available forms.