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  1. Click the Reports from Payroll module.
  2. Click Process W-2
  3. Select employees to generate W-2 Report or click Select All button and click Process button
  4. Click Print button
    1. Click Form W-2 (Black-&White Copy A, B, C, D, 1 & 2) to generate W-2 report
    2. Click Form W-2 (Preprinted, 2-Part) to generate preprinted W-2 report

    3. Click W-3 Summary to generate W-3 summary report
      Image Modified

      Info

      If no employee is processed and Print button is clicked, warning is displayed

      Image Added

  5. Click button with printer icon  to print generated reports.
  6. To generate E-File for W-2, click Generate E-File button

  7. Fill out required fields and click Generate button

    Info

    Data input on the fields are saved when generating E-File