How to Configure the US Territorial Forms for End-of-Year

Before you can generate year-end tax forms for your US territorial employees, such as Forms W-2PR and W-2GU, you must provide them with correct and complete info.

Consider the following.

• How are your organizations configured?

• Do your year-end forms have the correct document delivery preferences?

  For further info, see Document Delivery Preferences for Year End for the US in the Help Center.

• Have you defined the balance feeds for W-2PR boxes?

  For further info, see Define Balance Feeds for Year-End Forms in the Help Center.

• Did you set the W-2PR and W-2cPR control numbers for Puerto Rico employees?

  For further info, see Set the W-2PR and W-2cPR Control Numbers in the Help Center.

• Did you enter the employer phone number and email for Puerto Rico W-2PR and W-2cPR?

  For further info, see Add Employer Phone Number and Email to the W-2PR and W-2cPR in the Help Center.

Configuring your US W-2s require somewhat different steps. For further info, see Configure the Form W-2 in the Help Center.