Checklist: Generating W-2 Forms

You enter data related to W-2 forms in the Human Resources application.

Step Description Location
1 Enter employee information on the Form W-2 Processing form. Human Resources > Payroll > Form W-2 Processing
2 Enter your employer state tax identification numbers for states for which you withheld taxes for your employees. Human Resources > Payroll > Form W-2 Processing > State IDs
3 Generate the work file. Human Resources > Payroll > Form W-2 Processing > Generate Work File
4 Edit the work file using the Form W-2 Editor. Human Resources > Payroll > Form W-2 Processing > Edit
5 Print or print preview W-2 forms or transfer the information to an electronic filing format. Human Resources > Payroll > Form W-2 Processing > Print

Human Resources > Payroll > Form W-2 Processing > Electronic Filing

6 Generate the W-3 Worksheet. Human Resources > Payroll > Payroll Processing > Print