Paying your employees > Payroll tax forms
You should always prepare and print W‑2 and W-3 forms before you close the payroll year and begin the new one. You should also make a point of backing up your company file after printing these documents and before closing the year. Once the year is closed, detailed payroll information is no longer available for that year and W‑2 forms and other reports can’t be printed. If you’ve made a backup, however, you can restore that backup and print the necessary documents.
If you have questions about completing Forms W-2 or W-3, consult your accountant or visit the Internal Revenue Service website.
Any changes you make to a payroll tax form will appear only on the forms that you change. The data in your company file won’t be changed.
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Go to the Payroll command center and click Prepare Payroll Tax Forms. The Select Payroll Tax Form window appears.
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Select the W-2 form in the the Form list.
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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. This number will automatically increment each time you prepare W-2 forms.
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The amounts in most of the boxes on the W‑2 will automatically be entered for you. However, information in boxes 10–14 may or may not be needed, depending on your company’s reporting requirements.
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Enter a code in the Box 12/14 Code column, where applicable.
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c
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In the list on the right, click the wage, deduction and tax category items that should be used to calculate the total amount for the W-2 box you chose.
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When you select a category, a mark appears in the Select column next to that item. If you need to deselect an item, click it again.
If you need to change the amounts or categories on individual forms, you can do this later.
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If a message appears advising that some of your company information is invalid or incomplete, go to the the Company menu and choose Company Information to enter your details.
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If you want to make changes to any fields in the MYOB Form Viewer window, click the red or blue fields and make your required changes.
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Click Next Step. A message appears requesting you to confirm that you have completed editing the form. If you have finished editing the form, click Agree.
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Click Print to print a copy of the form for your records.
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Click Next Step and either click Print to print the official form, or click eFile to lodge the form electronically.
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