Form W-2 Editor Form

Use the Form W-2 Editor form to modify W-2 data for individual employees, and to specify if you want to exclude certain employees from W-2 processing.

Location

To display the form, complete the following steps:

  1. From the Vision Navigation menu, click Human Resources > Payroll > Form W-2 Processing.
  2. Click Edit on the W-2 Processing form toolbar.

Contents

Toolbar

Field Description
Form W-2 Processing Click this button to return to the Form W-2 Processing form.
Print Click this button to preview or print W-2 related forms and worksheets. The reports include all employees in the work file except for those for whom you checked Exclude this employee from W-2 reporting on the Form W-2 Editor form.

  • Advanced Printing — Click this option to open the Form W-2 Advanced Printing Options dialog box and set layout, sort, and margin options.

  • Preview W-2 Form — Click this option to open the W-2 form in a Preview window. From this window you can review, download, print or email the report.

  • Print W-2 Form — Click this option to open the Print dialog box and select your printing options.

  • Preview W-3 Worksheet — Click this option to open the W-3 Worksheet in a Preview window. From this window you can review, download, print or email the report.

  • Print W-3 Worksheet — Click this option to open the Print dialog box and select your 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.

Exclude this employee from W-2 reporting Select this option if you do not want to generate a W-2 form for the employee.
Employee This field displays the employee number of the currently selected employee.
Help Click this option to display online help about the Vision W-2 Form Editor.