The first step to using the Payroll Tax Forms is to select Prepare Payroll Tax forms in the Payroll Command Center.
After selecting Prepare Payroll Tax Forms, you are prompted to select the form you wish to process. MYOB provides a FREE W-2 to be printed on plain paper. Click here to link to Rapid Forms if you wish to purchase perforated W-2s.
You can purchase the Payroll Forms Service if you wish to print other State and Federal forms in MYOB. Some forms will require you to select the period for the report to Display. After you have selected the form you want to process, click Display.
The W-3 Setup screen appears next. Complete as necessary, and click OK
The W-2 Setup Wizard Screen Displays
Click NEXT. Select to begin a new W-2 or continue with a previous W-2 session.
Make your selection and click NEXT. This document will show the processing of a NEW W-2.
On the next screen, make sure the required states are checked and click NEXT
The W-2 Checklist is on the next screen. We recommend that you print the list out so you can refer to it as you review your W-2s. Click FINISH.
The W-2 Grid appears for review and modification. Use the Checklist to review the data here.
Click Next Step at the top of the screen until Step 9 informs you that you’ve completed the process.
When you click Next Step on Step 9, the W-2 Filing Wizard screen displays.. Click NEXT
Complete your company’s information.
The W-3 window will appear. Fill out any required fields.
On the next screen, you’re asked to make a selection of which forms to print. These are all printed on plain white paper. Select your Processing Option and which forms you want to process. You can select to process all or one form at a time.
This document will cover the Print option. Select your form and click NEXT.
Confirm the information regarding your state filings.
Click FINISH on the next screen. The selected W-2 forms will appear for your review.
This is the employee’s copy. It prints 4 to a page on white paper.
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.