Change the W-2 Quarter or Year

You can adjust the W-2 quarter and/or the W-2 year.

To change a W2 quarter or year:

  1. From the Vision Navigation menu, click Utilities > Advanced Utilities > Change W2 Quarter/Year.
  2. On the Change W-2 Quarter/Year form, select the payroll posting run for which you want to change the quarter and/or the year.
  3. From the drop-down list for the W2 Quarter field, select the new W-2 quarter.
  4. From the drop-down list for the W2 Year field, select the new W-2 year. The drop-down list includes the years for which you have completed payroll runs.
  5. On the toolbar, click Change Payroll Posting W2 Quarter and/or Year.