Instructions for processing W-2 forms on Windows

Note: To print on pre-printed forms, select Command Center on the top menu bar, Payroll -- Print W2s and W3.

To Process W2s on Plain Paper:

1. At the Command Center click on the Payroll Module.

2. Click on Prepare Payroll Tax Forms.

3. The window that appears is your Select Payroll Tax Form Window. Here you see the list of forms that Premier will print for you. If you don’t have the Payroll Forms Service, you will be able to print the free W2, only.

4. You can purchase the Payroll Forms Service if you wish to print other State and Federal forms in Premier. Some forms will require you to select the period for the report to Display.

5. Select the W-2 Free forms and select Display. The Setup W2-Forms screen appears. This is where you designate which payroll categories belong in box 10 and beyond on your W2.

6. Click 'OK' and the Setup W3 screen will appear. Enter your company's information here. Click 'OK'.

7. Complete as necessary, and click OK.

The W-2 Setup Wizard Screen Displays

8. Click NEXT. Select to begin a new W-2 or continue with a previous W-2 session.

9. Make your selection of your State and Local items, you can Add a State or Locality, when all selections are correct select Proceed.

Please verify data then click Continue.

10. The W-2 Preparer window appears for review and modification. Use the Checklist to review the data here.

11. Click Next Step at the top of the screen until the W-2 Filing Wizard screen displays.

12. Make the desired selections, then click Next to continue.

13. Enter the correct Company Information and select Next.

14. The W-3 window will appear. Fill out any required fields.

15. This document will cover the Print option. Select your form and click NEXT.

Confirm the information regarding your state filings.

16. Select Next to continue. The selected W-2 forms will appear for your review.

17. Click Next Step until you’ve reviewed all of the W-2s. When the blue progress bar across the top completes, select Print Final. This process will continue until you’ve reviewed all of the forms you selected. The Copy A W-2 for filing with the IRS for your year-end payroll is shown here. As with the employee copy, click Next Step until Print Final is Active, and click Print Final

Once all W-2s are processed, you’ll get the message that the forms have successfully processed.

The forms you’ve processed can be retrieved later. Access them by clicking on the SAVED button on the Select Payroll Forms window.

---