Period-end tasks

To set up Forms W-2 and W-3

If you have questions about completing Forms W-2 or W-3, consult your accountant or visit the Internal Revenue Service website.

The Select Payroll Tax Form window must be open. Your Federal Tax ID number (EIN) should be displayed in the top right-hand corner of the Select Payroll Tax Form window. If this number doesn't appear in the correct format, you'll be prompted to re-enter it.

Note:  Changes you make here do not affect the data in your company file

  1. Select Federal in the "Search by" field of the Select Payroll Tax Form window. The Display Options area of the window should show "One Year" in the Report Period field. Verify that you will be reporting data for the correct year.


  2. Highlight Forms W-2/W-3 in the Form list.


  3. Click Display to open the Set Up W-2 Forms window.


  4. If you use control numbers on your W-2 forms, enter a control number for the first W-2 in the "Print Control # starting with" field. AccountEdge will automatically increment the number for each subsequent W-2 that you prepare.


    Note:  W-2 and 1099 information is tracked using the Current Payroll Year for your company file
  1. The amounts in most of the boxes on the W-2 are automatically entered for you by AccountEdge. However, information in boxes 10 through 14 may or may not be needed, depending on your company's reporting requirements. If you need AccountEdge to enter amounts for any of these boxes, use the lists in the Set Up W-2s window to select payroll categories for each box you will need. (To select categories for W-2 boxes 10 through 14)


    Note:  Categories linked to Boxes 10 -14 will be used on every W-2 that you prepare
    If you don't need to assign payroll categories for any of boxes 10 - 14, go on to the next step.
  1. Click OK to accept the information in this window and display the Set Up W-3 Form window.


  2. Enter all necessary information in the Set Up W-3 Form window:


  1. Click OK to accept the information in this window. You will be returned to the Select Payroll Tax Form window.


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