To print Form W-3

Note: W-2 and 1099 information is tracked using the Current Payroll Year entered for your company file

To learn the current payroll year of your MYOB AccountEdge company file and other general payroll information, choose General Payroll Information from the Setup menu.

Warning: You must print W-2 forms,1099 statements and Forms W-3 and 1096 before you close the payroll year and begin the new one

We strongly recommend that you make a backup of your AccountEdge company file after printing these statements and before closing the year. Once the year is closed, detailed payroll information is no longer available and W-2 forms, 1099 statements, Forms W-3 and 1096 and other reports can't be printed for that year. If you've made a backup, however, you can restore that backup and print the necessary documents.

The Set Up W-2s and W-3 window should be displayed. (To find the Set Up W-2s and W-3 window)

1. Select "W-3" in the Form field.
2. If you wish, make entries at the top of the window for your control number and employer ID number.
3. Enter the establishment number, other EIN information, contact person, telephone number, fax number and email address you'd like to appear on Form W-3. Information entered in this window will be saved.
4. Click OK to accept the entries you've made in this window. The Forms Selection window appears.
5. Choose to print forms for an individual employee or for all your employees.

If you choose All Employees, you can enter identifiers, custom lists and ZIP codes to restrict your list of employees' form that you want to print.

6. Using the Selected Form field near the bottom of the window, choose the form layout you want to print.

Warning: Be careful if you plan to customize Form W-3

Although you can customize Form W-3 using AccountEdge, forms that don't match governmental guidelines won't be accepted. We recommend that you use the standard form setup.

7. Click OK to accept the entries you've made in this window. The Review W-3 Before Printing window appears. In this window you can choose the forms that will appear on Form W-3 and review and change information about each form you selected and mark employee status boxes that may apply.

To review and change the information about each form, click the zoom arrow before the name of the employee to open the W-2 Employee Information window. Any change you make to the amounts in this window will be reflected on the W-2 form. Click the Recalc button to return the figures to the amount calculated by AccountEdge. In this window you can also mark special employee status boxes that may apply. Click OK to return to the Review W-3 Before Printing window.

Mark the forms you want to print by clicking the Print column next to them. If you don't want to print a form that's already marked for printing, click the Print column to unmark it. Click the gray box at the top of the column to select all items.

8. Click the W-3 Info button to display the W-3 Information window. This window contains the amounts associated with each of the boxes on Form W-3. If an amount is incorrect, you can change it.
9. Click the Print button when you're finished.
10. After you've printed Form W-3, we strongly recommend that you make a backup of your AccountEdge company file. Once the payroll year is closed, detailed payroll information is no longer available and W-2 forms, Form W-3 and other reports can't be printed for that year. If you've made a backup, however, you can restore that backup and print the necessary reports.