Print
The form chosen in the Set Up W-2s and W-3 window appears in this field. You can change this selection if you wish.
All Employees
Choose this selection to create W-2s or a W-3 for all employees that match the selection criteria you enter in the Identifiers, Zip Code and Custom List fields.
Selected
Choose this selection to print a form for one employee only. In the field next to this selection, enter the name of the employee or click the search icon and choose the employee from the list.
Identifiers
You can print W-2s or a W-3 for all employees that are assigned all of the identifiers you enter and match the other search criteria you've entered.
ZIP
Enter a ZIP code to restrict the list of employees for whom forms are to be printed to those whose primary addresses are within that ZIP code. (Selections are based on entries in the ZIP field of the Profile view in the Card Information window.) You can also enter just the first one, two, three or four digits of a ZIP code to match employees whose primary addresses are located in any ZIP code that begins with the same digit(s).
Forms W-2 and W-3 will be created for all employees that match your ZIP entry and all other criteria you've entered in this window.
Custom List #1, #2, #3
Select an entry from any or all of the three custom lists to restrict the list of employees for which you want to print W-2s. Forms W-2 and W-3 will be created for all employees who appear on custom lists that match your specification and all other criteria you've entered in this window.
Selected Form for W-2s/W-3
Select the form layout you use to print W-2s or Form W-3. You can choose one of the following standard form layouts or any of the custom form layouts you may have created for your payroll forms using the Customize window.
Print Alignment Form(s) button
Click this button to print a sample W-2 or W-3 (or a page of forms, if you selected Laser W-2s/W-3) that allows you to determine whether the forms loaded in your printer are positioned correctly for printing.
Before you begin printing, remember to load the forms in the appropriate printer. When you click this button, the Print dialog box for your computer will appear; click OK to print the alignment forms or page of W-2s. If the position of the W-2s/W-3 form is incorrect, adjust the forms and print another alignment W-2/W-2 or page of W-2s. You can print as many alignment forms as you like.
Customize button
Click this button to display the Customize W-2s window, where you can adjust the location of various features on your W-2 forms or Form W-3. If your data is not properly aligned within the fields on pre-printed forms, you can use this button to adjust the position of data fields.
Warning!
FForms that don't meet government requirements won't be accepted
Cancel button
Click this button to close this window without recording any changes you made.
OK button
Click this button to accept the entries you've made in this window. The Review W-2s Before Printing window will appear, where you can review information about each form you selected, as well as choose specific forms to print.