Preview and Print W-2 Forms

When you are satisfied with the information in your work file, you can preview and print W-2 forms.

Prerequisites: You must enter information on the Form W-2 Processing form, enter state tax IDs, process and post payroll, and generate and edit the work file before you print W-2 forms.

If your firm uses the Deltek First Vision Essentials cloud version of Vision, the Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.

To preview or print W-2 forms, complete the following steps:

  1. From the Vision Navigation menu, click Human Resources > Payroll > Form W-2 Processing.
  2. On the Form W-2 Processing form, select one of the following actions:

    • Click Print > Preview W-2 Form to open the report in a Preview window. On this window you can review, download, print, or email the report.

    • Click Print > Print W-2 Form to open the Print dialog box, on which you set printing options, such as the number of copies and the report server where the W-2 forms print.