Period-end tasks

To print Form W-3 in OS 9

Warning!
You must print Forms W-2 and W-3, and 1099 and 1096, before closing a payroll year

The Set Up W-2s and W-3 window (OS 9) should be displayed.

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

  1. Select "W-3" in the Form field.


  2. If you wish, enter your optional control number and employer ID number in the fields at the top of the window.


  3. Enter the establishment number; other EIN information; contact person; and contact telephone number, fax number and email address 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 the list of employee forms that you want to print.
  1. Using the Selected Form field near the bottom of the window, choose the form layout you want to print.


    Warning!
    Forms that don't meet government requirements won't be accepted
  1. Click OK to accept the entries you've made in this window. The Review W-3 Before Printing window appears.


    Use this window to choose the forms that will appear on Form W-3. You can also review and change information about each form you selected and mark employee status boxes that may apply.
    To review and change information about each form, click the zoom arrow next to the name of the employee. This opens the W-2 Employee Information window. Any changes you make to the amounts in this window will be reflected on the W-2 forms and the Form W-3. Click the Recalc button to return the figures to the amount calculated by AccountEdge. You can also use this window to 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.
  1. Click the W-3 Info button to display the W-3 Information window (OS 9). This window contains the amounts associated with each of the boxes on Form W-3. If an amount is incorrect, you can change it.


  2. Click the Print button when you're finished.


  3. After you've printed Form W-3, you should always 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.


Related topics