Period-end tasks

To change information on individual W-2s (Payroll Tax Form Viewer)

  1. Open the copy of Form W-2 that you need to change in the Payroll Tax Form Viewer.


  2. If the fields on the W-2 form need to be linked to a payroll category, the Set Up Link window will display before the Payroll Tax Form Viewer opens:


  1. Use the drop-down lists in this window to choose the correct payroll category to be linked to each field. (To link payroll category items to fields on a form)
  2. Click Finish to record your changes and open the Payroll Tax Form Viewer.
  1. Required data fields that need your attention are highlighted in red on the Payroll Tax Form Viewer. To enter required information, click in a highlighted field and type the correct information directly into the field.


    Important:
    Red fields and columns must be completed before you advance to the next step
  1. To edit information in another field, click in that field.


    If the field already contains data calculated from a linked payroll category, the Set Up Link window will display. Correct the data in that field by selecting the corresponding payroll category item from the drop-down list.
    If you need to enter required information in that field, the typing cursor will display. Type the information directly into the field.
  1. Click Finish to return to the Payroll Tax Form Viewer and finish preparing your form. The corrected fields will contain data from the payroll categories you linked to those fields.


  2. Click in the appropriate cell of the window's spreadsheet-like grid area to highlight the data you want to change.


  3. Enter the correct amount in the selected cell.


  4. You can also use this window to mark special employee status boxes that may apply to individual employees.


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