Preview and Print the W-3 Worksheet

When you file your W-2 forms, you must also submit a W-3 form (Transmittal of Wage and Tax Statements), which includes totals of all your employees’ W-2 forms.

Prerequisites: You must generate the W-2 work file to enable printing options.

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 the W-3 Worksheet, 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-3 Worksheet to open the report in a Preview window. On this window you can review, download, print, or email the report.

    • Click Print > Print W-3 Worksheet 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-3 Worksheet prints.