W-3 Worksheet

When you file W-2 forms, you must also submit a W-3 form (Transmittal of Wage and Tax Statements) that includes totals of all your employees’ W-2 forms. From the Form W-2 Processing form, you can generate a W-3 Worksheet to help you fill out the actual Form W-3.

Location

To generate the worksheet, complete the following steps:

  1. From the Vision Navigation menu, click Human Resources > Payroll > Form W-2 Processing.
  2. Click Print > Print W-3 Worksheet or Print > Preview W-3 Worksheet from the toolbar.

Contents

The W-3 Worksheet contains the following information:

  • Total number of statements
  • Wages, tips, other compensation
  • Federal income tax withheld
  • Social Security wages
  • Social Security tax withheld
  • Medicare tax withheld
  • Medicare wages and tips
  • Social Security tips
  • Allocated tips
  • Advance EIC payments
  • Dependent care benefits
  • Nonqualified plans
  • Deferred compensation
  • State
  • State ID number
  • State wages, tips, etc.
  • State income tax
  • Local wages, tips, etc.
  • Local income tax