W2 Instructions
| STEP-BY-STEP INSTRUCTIONS |
1. Select the W-2 Form. |
| Under the payroll module, click the "Reports" menu option and select "Tax Forms". Under Federal, select "W-2/W-3".
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2. Review Company Information. |
A company setup wizard will take you through your company information that will display on the W-2/W-3 forms. All or most of the information will be populated from AccountMate. |
3. Review Employee Information. |
The wizard will take you into a grid displaying all of your employee data to review. Several data validations are performed during this step to ensure accuracy of your employee data and help elimination rejections. |
4. Select Your Filing Options. |
The complete eFile package is the best value but you can also eFile just your Federal and or State W-2s/W-3s as well as print all your W-2 copies. |
5. Review Your Forms. |
A Form Viewer will display your forms for review. You can print a record copy if eFiling or your official copy if printing and mailing. |
6. Submit Your Forms. |
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An eFile wizard will guide you through submitting your forms to the eFile Center. Enrollment to the eFile center is required to obtain a username and password,