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.
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How are your organizations configured?
For further info, see Configure Organizations for Year End for the US in the Help Center.
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Are your employees correctly configured?
For further info, see Configure Employees for Year End for the US in the Help Center.
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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.
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Are you masking the employee Social Security numbers?
For further info, see Mask Employee Social Security Numbers in the Help Center.
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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.
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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.
- Configure Form W-2 Box 14
- Configure Organizations for Year End for the US
- Configure the US Territorial Year-End Tax Forms
- Define Balance Feeds for Year-End Forms
- Document Delivery Preferences for Year End for the US
- End-of-Year Processing for the US
- End-of-Year Tax and Wage Reports for the US
- Mask Employee Social Security Numbers for the US and Guam
- Configure Employees for Year End for the US