Contents of the Print W-2s Screen

Use the fields and options to configure the Print W-2s screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the options in this drop-down list to determine the primary order in which your W-2s print. Your selection here displays in the 1st Sort field. Options are:

  • Employee Name: To print W-2s by employee name, select this option.
  • Employee ID: To print W-2s by employee ID, select this option.
  • Social Security Number: To print W-2s by social security number, select this option.
  • Postal Code: To print W-2s by postal code, select this option.
  • State: To print W-2s by state, select this option.
  • Home Org: To print W-2s by the employee's home organization, select this option.
  • Locator Code: To print W-2s by the employee's locator code, select this option.
Field Description
Option

Use the drop-down list to select the range you want to print. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

If your range selection is One, Range, or To End, enter, or click to select, the item with which you wish to start printing the report.

End

If your range selection is Range or From Beginning, enter, or click to select, the item with which you wish to end the report.

Non-Contiguous Range

Select this check box to select a non-contiguous range. Use the appropriate Non-Contiguous subtask to select the range of items you want.

Taxable Entity

Field Description
Option

This field always displays One.

Start

Enter the taxable entity ID for which you wish to print W-2s, or click to select the ID. To edit or view a record that is already saved for a particular taxable entity, click and select the taxable entity's record. This is a required field.

Payroll Year

Field Description
Option

This field always displays One.

Start

Enter the payroll year for which you are printing W-2s. You can enter numerous payroll years for the same taxable entity, and you can save each as a separate record with individual parameters.

Form Type

Field Description
Option

This field always displays One.

Start

From this drop-down list, select the W-2 form type for which you would like to print W-2s. Options are:

  • 2-Up Laser: Select this option to print W-2s on 2-part laser forms.
  • 4-Up Laser: Select this option to print W-2s on 4-part laser forms.
  • Self Mailer: Select this option to print W-2s on self-mailer forms.
  • Test 2-UP: Select this option to ensure that the 2-part laser form is properly aligned before you print W-2s.
  • Test 4-UP: Select this option to ensure that the 4-part laser form is properly aligned before you print W-2s.
  • Test Mailer: Select this option to ensure that the self-mailer form is properly aligned before you print W-2s.
Note: Before you print W-2s, ensure that the W-2 form type that you selected is properly aligned. Use the appropriate "Test" form types (Test 2-UP, Test 4-UP, and Test Mailer) for checking the form alignment.

Refer to the Hints later on this page for additional information.

Sort By

Field Description
1s Sort

This field displays your selection in the Select drop-down list in the Selection Ranges group box. This is the report's primary sort.

2nd Sort

Use the options in this drop-down list to determine the secondary order in which your W-2s print. Options are:

  • Employee Name: Select this option to sort by employee name.
  • Employee ID: Select this option to sort by employee ID.
  • None: If there is no secondary sort, this option is automatically selected. This occurs if you select Employee Name, Employee ID, or Social Security Number in the Select drop-down list in the Selection Ranges group box.

Options

Field Description
Starting Control Number

Enter the control number to print on the first W-2. This field defaults to 1 when you open the application.

Print only the last 4 numbers of SSN

Select this check box to display only the last 4 numbers of the employee's social security number (SSN) on the W-2. When you select this check box, copies of the W-2 that are furnished to employees (copies B, C, and 2) displays only the last 4 numbers of the employee’s SSN. An “X” will print instead of the other numbers. For example, XXX-XX-1234.

Note: This will apply to all form types. Do now select this check this box if you are printing Form A for the government.
Hints
  • Zero-amount W-2s: It is possible, though not likely, that you may have some records in the Employee Earnings table with all zeroes for the amounts. If this happens, you can delete these W-2s, select the Void check box on the Manage W-2s screen, or simply ignore them. If you recreate W-2s, any edits made on the Manage W-2s screen are lost and must be reentered.
  • Incorrect amounts on W-2s: If a W-2(s) has incorrect amounts, you can either manually edit the Edit W-2 table for the records in question or recreate W-2s.
  • You may need to "fine-tune" laser printer definition codes for your particular printer. All printers vary somewhat, depending on the make and model.

Subtasks

Subtask Description
Employee Name Non-Contiguous Ranges Click this link to open the Employee Name Non-Contiguous Ranges subtask. Use this subtask if:
  • You selected Employee Name in the Select drop-down list in the Selection Ranges group box, and
  • You selected the Non-Contiguous Ranges check box.
Employee Non-Contiguous Ranges Click this link to open the Employee Non-Contiguous Ranges subtask. Use this subtask if:
  • You selected Employee ID in the Select drop-down list in the Selection Ranges group box, and
  • You selected the Non-Contiguous Ranges check box.
Social Security Number Non-Contiguous Ranges Click this link to open the Social Security Number Non-Contiguous Ranges subtask. Use this subtask if:
  • You selected Social Security Number in the Select drop-down list in the Selection Ranges group box, and
  • You selected the Non-Contiguous Ranges check box.
Postal Code Non-Contiguous Ranges Click this link to open the Postal Code Non-Contiguous Ranges subtask. Use this subtask if:
  • You selected Postal Code in the Select drop-down list in the Selection Ranges group box, and
  • You selected the Non-Contiguous Ranges check box.
State Non-Contiguous Ranges Click this link to open the State Non-Contiguous Ranges subtask. Use this subtask if:
  • You selected State in the Select drop-down list in the Selection Ranges group box, and
  • You selected the Non-Contiguous Ranges check box.
Organization Non-Contiguous Ranges Click this link to open the Organization Non-Contiguous Ranges subtask. Use this subtask if:
  • You selected Organization in the Select drop-down list in the Selection Ranges group box, and
  • You selected the Non-Contiguous Ranges check box.
Locator Code Non-Contiguous Ranges Click this link to open the Locator Code Non-Contiguous Ranges subtask. Use this subtask if:
  • You selected Locator Code in the Select drop-down list in the Selection Ranges group box, and
  • You selected the Non-Contiguous Ranges check box.