Printing W2s and Creating the Electronic File

Building the Tax Data

1. Launch Employee Tax Reporting.
   • Enter the payroll year
   • Select tax period 5 (annual) from the drop-down list
   • Verify that the employer setup is complete by clicking Setup Employer
   • Verify that the state setup is complete by clicking Setup States
   • Verify that the departments have been setup by clicking Setup
     • If the setup has not been done select the employer ID number from the drop-down list
     • Select each of the departments from the drop-down list
   • Verify that W2 boxes have been set up by clicking Setup W2 Boxes
     • If the setup has not been done select the deduction code from the drop-down list
     • Select the applicable W2 box for the chosen deduction. If the Box is not in the drop-down list, click the green checkmark to add it as shown below
       
     • For Box 12 items, select the IRS code for each item from the drop-down list in the Plan Code field. If the Plan Code is not in the drop-down list, click the green checkmark to add
       
2. Click Build Tax Data.
   • From Check Date: Enter the check date for the year's first check. The exact check date does NOT have to be entered, 01/01/202X can be used
   • Thru Check Date: Enter the check date for the last check of the year. The exact check date does NOT have to be entered, 12/31/202X can be used
   • Click Start
     • If Delete Existing Records is NOT checked, the following message will display and any records that exist from previous builds for period 5 will not be changed
       
       If Delete Existing Records is checked, the following message displays and any records that exist from previous builds for period 5 will be deleted and rebuilt.
       TIP: Avail recommends selecting this option when building data for the first time for period 5.
       
     • When the build completes, the following message displays, Click OK
       
     • The tax build can be run multiple times, if necessary
     • Click Stop to reactivate the buttons
3. If edits are necessary before printing W2s, click Modify Employee. Records are displayed in Employee Number order. The record selector button is in the lower-left corner of the form.

Printing W2s and W3

Supported Formats

Order forms for printing from Greatland. We only support the printed formats listed below. Please note that all other previous formats will be removed from the program and will no longer be available. These formats have been tested and comply with Avail software. See Tax Preparation Prerequisites.

W2 Print Format: 4 Up W2

W2 Print Format: 4 Down W2

They also have kits available for the ‘Traditional’ W2s as shown below. Form numbers vary depending on the type of kit ordered.

W2 Print Format: 2 Up W2 

Set Up Print Formats

To add W2 print format, configure the miscellaneous codes.

1. Select W2PrintFormat from the Type drop-down list
2. The following entries should be listed:
   
3. If the print formats are not available in the drop-down list, enter "W2PrintFormat" in the Type field and complete the Code and Value fields as shown above.

To add W3 print format, configure the miscellaneous codes.

1. Select W3PrintFormat from the Type drop-down list.
2. The following entry should be listed:
   
3. If the print format is not available in the dropdown list enter "W3PrintFormat" in the Type field and complete the Code and Value fields as shown above. 

Printing Forms

Click Print W2s.

1. Select the employer ID from the drop-down list
2. Select the W2 format from the drop-down list. Refer to Supported Formats for examples. See Set Up Print Formats to configure print formats.
   • Two to a page – 2 Up
   • Four to a page, boxes – 4 Up
     • When printing the 4 Up Format, if every other page is blank, adjust the margins as follows: Top - .25, Left - .25, Bottom - .25, Right - .166
   • Four to a page, horizontal – 4 Down
     
     • When printing the 4 Down Format, if the data prints too low, adjust the margins as follows: Top - .15, Left - .25, Bottom - .25, Right - .25
3. Make your selections for printing all or specific forms:
   • To print the forms for all departments, leave the All Departments box checked. The forms will be printed in alphabetical order by the employees’ last name.
   • To print the forms for a specific department, select the department from the drop down list. The forms will be printed in alphabetical order by the employees’ last name for the selected department
   • To print the forms for all employees, leave the All Employees box checked. The forms will be printed in alphabetical order by the employees’ last name
   • To print a form for a specific employee, click on the red question mark, select the employee from the drop down list, and click Update
4. Click Print.
5. The forms will be displayed on the screen. Use the File/Print option to send the print job to the printer. 

Create the file for electronic filing

1. Click Create Xmit file
2. Select the employer ID from the drop down list
3. Select the State from the drop down list
4. Select the Kind of Employer from the drop down list. Selections can be added by clicking the green check mark. Codes are:
   
   • F – Federal Government
   • S – State and Local Governmental Employer
   • T – Tax Exempt Employer
   • Y – State and Local Tax Exempt Employer
   • N – None Apply
5. The employee count option is used for quarterly reports only
6. Click Print to view/print a report. Use the File/Print option to send the print job to the printer
7. Click Start to create the text file. The Text file will be saved in the location specified in the Path to Federal Tax File field and ready for uploading.