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How many W-2 forms do I need to order for year end?

Created on  | Last modified on 

Summary

How many W-2 forms do I need to order for year-end?

Description

Cause

Resolution

Employee W-2s

  1. Go to Payroll, Tasks, Federal eFiling and Reporting.
  2. Select the appropriate form. If offered, test-drive the process for all employees.
  3. Complete the wizard screens to advance to the W2/1099 Preparer grid (you will go through multiple windows prior to accessing the grid).
  4. From the View menu, select W-3/W-2 Report.
  5. The number of forms appears below Total number of Forms W-2.

State Forms
Note: This is only required if you will not eFile State W-2s.

  1. Go to Payroll, Tasks, Federal eFiling and Reporting.
  2. Select the appropriate form. If offered, test-drive the process for all employees.
  3. Complete the wizard screens and W-2/1099 Preparer grid to advance to the W-2 Printing and Filing options.
  4. Under the Other Options list, select Print State W-2s and Reconciliation Forms only.
  5. Make sure all the states you have to submit printed W-2s to are selected.
  6. Proceed through the wizard and total the number of pages that appears in the top left of the window for each state.
DocLink: Which forms should I order for year end?

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