Creating PDFs of W2 Forms

  1. On the PAY: Defaults (Paycheck Properties tab) window select the Store PDF Copy of each Employee W2 check box.
  2. Open the Employee W-2 report from the Payroll Reports menu.
  3. Select the W-2 Laser Forms report format and enter the applicable date range for the W2s. You can select other report options as needed.
  4. Click the PDF button.
  5. (Optional) View a print summary for the report. You must close the summary to move to the next step.
  6. (Optional) Select to print duplicates for this tax report.
  7. Click Yes to create PDF's.
  1. After you run the W-2 report, a PDF copy of the W2 is available for review from the Employee W2 Summary (PDF tab). The W2 Instructions are also available to view.

  2. To view W2 pdf's and instructions in eHub see W2 History in the eHub Helps.
  1. eHub Users - Select the 'Receive W2 Electronically' check box on the Employee Master File (Tax Info tab) for each employee.
  2. You will need a Custom Setting if printing on a Preprinted form:
    SectionItemValue
    LaserW2PreprintedYes
    PayWagesW2EEW2LaserSSEYes
    CANADAT4AYes
    LaserW2StatePuertoRico