W2 Instructions

1. Select the W-2 Form.

Under the payroll module, select "Tax Reporting" and then click "Federal Taxes".

This will bring up a forms selection window, select "W-2/W-3" and click the "OK" button.

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 information will be populated directly from Acumatica.

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 the accuracy of your employee data and help eliminate rejections.

4. Select Your Filing Options.

The complete eFile package is the best value, but you can also eFile only your Federal W2s & W3 and/or State W-2s & Reconciliation (if applicable).

5. Review Your Forms.

A Form Viewer will display your forms for review. You can print a record copy when eFiling.

6. Submit Your Forms.

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, click here to enroll now or you can enroll at time of eFiling.