1. Administering Payroll for United States End-of-Year Processing
  2. Configure the Form W-2

Configure the Form W-2

Before you can generate your employee Form W-2s, you must provide them with correct and complete info.

Consider the following.

  • How are your organizations configured?

    For further info, see Configure Organizations for Year End for the US in the Help Center.

  • Are your employees correctly configured?

    For further info, see Configure Employees for Year End for the US in the Help Center.

  • 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.

  • Are you masking the employee Social Security numbers?

    For further info, see Mask Employee Social Security Numbers in the Help Center.

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

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

  • Have you configured Box 14 on the W-2?

    For further info, see Configure Form W-2 Box 14 in the Help Center.

Configuring your territorial W-2s require somewhat different steps. For further info, see Configure the US Territorial Year-End Tax Forms on the Help Center.

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