如何下载和打印报税表Forms in Patriot Software

Background

AW-2 Formis a report of all employee income and tax withheld for a calendar year. This is needed in order for the employee to file their income taxes. The IRS requires that employers mail the W-2 to each employee by January 31st of the following year.

如何下载和打印报税表Forms

Optional: Before you download and print your W-2s, you can run theEmployee W-2 Summary Reportto view the amounts for each employee to confirm everything is correct.

You’ll first need to create the W-2 form by going toReports > Payroll Tax Reports > W-2 Forms.

• Select theyear.
• Select W-2 PDF Layout options.
  You’ll be able to choose how you want your W-2 to be printed:
  1. One copy per page for blank paper
  2. Four copies per page for blank perforated forms
  For details explaining the difference between these two print options, seeW-2 Print Options in Patriot Software.
  
• Check the“Post W-2s to Employee Portal”if you want to post to the employee portal for employees who have given consentat the same time you create the W-2 forms. You can also post the W-2s to the employee portal later after you review. All employees with an email address on file will receive an automatic notification that their W-2 is available in their employee portal.
  Note:You must provide paper copies to employees who have not given consent to receive a digital copy of their W-2.For more details, seeEmployee Consent for Electronic W-2s.
  
• Click the “Create W-2s” button.
  If you have a large number of employees, the software will notify you that you may leave the page and will be notified when the W-2s are ready via email. This shouldn’t be more than a few minutes, and only if you have a large number of employee W2s to create.
  
• Once your W-2s are created, click the“Download W-2s”button.
  • To only select a few employees to download check the boxes next to the employee name next in the Employee W-2 Activity Report.
  • A PDF file will download to your computer. To print the W-2s, load either yourblank printer paper or perforated blank forms在你的打印机,根据on your PDF layout selection.
    

Employee W-2 Activity Report

The Employee W-2 Activity report tracks the most recent download and posting date of the employee W-2 and displays which employees consented to receive a digital copy of their W-2.

Click the “filter” link to view the employees who require a printed W-2 form. We’ll also highlight the employees needing a printed W-2 with an attention icon.

Click the “Download W-2s” button for all employees or select the employees you want to print paper W-2 forms for and click “Download Selected W-2s.”

The W-2 Creation Date will show the first time the W-2 was created. This date will change only if the W-2 a new W-2 is created withnew values. The “creation date” will display the orginial creation date even if the W-2 is downloaded multiple times if the values have not changed.

To recreate W-2s if you have changed the information on the employee W-2 or need to reprint, click the “Recreate W-2s” button.

SeePosting Electronic W-2s in the Employee Portal.

[RELATED ARTICLE: Avoid These Common Errors on the W-2 Form]