The system automatically sets the options in the TFI Tax filing window that are necessary for ADP to generate the W-2 forms. Leave the options at the default settings unless the W-2 forms must be mailed somewhere other than to the employees.
Any tax adjustments for special W-2 descriptions must be made before the fourth quarter report is created and uploaded.
W-2 forms must be processed in WinTeam to secure the balances, keep WinTeam and ADP in sync, and allow the processing of W2-C forms if necessary.
