Period-end tasks

To set Control Number options on Form W-2

If you have questions about completing this part of Form W-2, consult your accountant or visit the Internal Revenue Service website.

The W-2 Preparer window must be open before you start to change the optional Control Number settings for W-2 forms.

1. Click Company to open the W-2 Preparer Settings window.



2. Click the Control Number tab to open the Control Number view.



3. Choose your options for printing control numbers on W-2 forms:

• If you want to change the control numbers that appear on all W-2s, click the "Print Control Numbers" radio button and enter the control number that you want to appear on the first W-2 that you print. If you want to prefix each number with the first three letters of each employee's last name, mark this box.

• If you want to use the ID numbers shown on your employees' cards as control numbers on their W-2s, click this radio button. (To add an employee card)

• If you don't want to use control numbers on your employees' W-2 forms, click this radio button.

4. Click OK to record your settings and return to the W-2 Preparer window.

Related topics

• Data fields on Form W-2
• To set up Forms W-2 and W-3
• W-2 Preparer Settings window - Control Number view
• To edit company information on Forms W-2 and W-3
• W-2 Preparer Settings window - Company Information view
• To edit company information on Form W-3
• W-2 Preparer Settings window - W3 Information view
• W-2 Preparer window