W-2 processing in Sage BusinessWorks - FAQ

• It's easy to prepare and print W-2s using Enhanced Tax Reporting. Watch the video for instructions.
• Once you've printed all W-2s, the system will prompt you to print your W-3.

• To print the Federal forms in Sage BusinessWorks, ensure you're ordering the correct ones.
• If you’re eFiling the forms, there's no need to order any.

• Aatrix releases the forms update for the W-2s, 940 and 1099s around December 20 each year.

• You can manually edit any of the numbers that appear on the W-2 grid in Enhanced Tax Reporting.
• Ensure the changes you make reconcile with your quarterly reports.
  
  CAUTION:

  Manually adjusting the field won’t overwrite information in Sage BusinessWorks. Resolve the root cause of the discrepancy to eliminate issues with your tax forms and Sage BusinessWorks totals.

• You can print corrected W-2 forms or file a W-2c if you need to amend a W-2.
• Correct an eFiled form already submitted to Aatrix.
  • Contact Aatrix at 701-746-6814 or Email at [email protected].
• If you haven't submitted the eFiled forms to Aatrix, correct the file before submitting.

• Review the steps on setting up and reporting Employer Provided Health Coverage on the W-2.
• Frequently Asked Questions on how to process Fringe Benefits.
• Information on reporting employer-paid benefits for S-Corporation officers with greater than 2% shareholder stake.
• Make sure you set up the deduction correctly to display on the W-2 form.

These PDF documents explain how to calculate W-2 figures in Sage Businessworks and how to reconcile them with your payroll.

• W-2 figures.pdf
• How To Reconcile W-2s In SageBusinessWorks.pdf

• You can merge multiple companies with the same Taxpayer ID number (TIN) into one W-2 and W-3 reporting. Watch the video for instructions.