HOW TO PRINT W2 FORMS IN QUICKBOOKS DESKTOP
HOW TO PRINT W2 FORMS IN QUICKBOOKS DESKTOP
Printing W2 forms in QuickBooks Desktop is a relatively straightforward process that allows businesses to efficiently distribute important tax documents to their employees. The W2 form, also known as the Wage and Tax Statement, is a crucial document that summarizes an employee’s annual earnings and tax withholdings. QuickBooks Desktop provides a user-friendly interface and a variety of tools to simplify the process of generating and printing W2 forms. In this guide, we will walk through the steps to print W2 forms in QuickBooks Desktop, ensuring accurate and timely distribution to employees.
To begin, open QuickBooks Desktop and ensure that you have the latest version installed. It is important to keep your software up to date to ensure compatibility and access to the latest features. Next, navigate to the “Employees” tab on the top menu bar and select “Payroll Tax Forms & W2s” from the drop-down menu. This will open the “Payroll Tax Center” window.
Within the “Payroll Tax Center” window, locate and select the “Process Payroll Forms” option. This will open a new window displaying a list of available forms. Scroll through the list and locate the “W2” form option. Click on “Create Form” next to the W2 form, which will initiate the process of generating the forms for your employees.
In the following window, you will be prompted to select the appropriate tax year for the W2 forms you wish to print. Choose the desired tax year from the drop-down menu and click on “OK” to proceed. QuickBooks Desktop will then populate the form with the necessary information based on your payroll data.
Once the W2 forms have been generated, QuickBooks Desktop will display a list of employees for whom the forms have been created. Review the list to ensure accuracy and make any necessary edits or additions. You can click on each employee’s name to review their specific W2 form and make adjustments if needed.
After confirming the accuracy of the W2 forms, it’s time to proceed with printing. Ensure that your printer is connected and properly set up before proceeding. In the “Print W2s” window, select the printing options that best suit your needs. You can choose to print employee copies, employer copies, or both. If you want to print all copies at once, select the appropriate option and click on “Print.” Alternatively, you can print each copy separately by selecting the desired copy and clicking on “Print” next to it.
QuickBooks Desktop will then prompt you to choose the printer you wish to use for printing the W2 forms. Select the appropriate printer from the list and click on “Print.” The software will begin sending the print job to the selected printer, and you can monitor the progress in the print queue. Once the printing process is complete, collect the printed W2 forms and review them for accuracy and legibility.
In the event that you encounter any errors or discrepancies while generating or printing W2 forms, QuickBooks Desktop offers various resources for troubleshooting. You can access the QuickBooks Help Center directly from the software by clicking on the “Help” tab in the top menu bar and selecting “QuickBooks Desktop Help.” This will provide you with access to a vast library of articles and guides that address common issues and provide step-by-step instructions.
Printing W2 forms in QuickBooks Desktop is a crucial step in the payroll process, ensuring that employees receive the necessary documents for filing their taxes accurately. By following the outlined steps, businesses can streamline the process, save time, and reduce the potential for errors. Remember to keep your software updated and consult the QuickBooks Help Center for any questions or concerns. With QuickBooks Desktop, printing W2 forms becomes a seamless task, allowing businesses to focus on their core operations while meeting their compliance requirements.
QuickBooks Desktop makes it easy to print W-2 forms for your employees. Here’s how:
Open QuickBooks Desktop and go to the Employees menu.
Click Payroll Center.
In the File Forms tab, click View/Print Forms & W-2s.
Enter your payroll PIN, then click OK.
In the W-2s tab, select the year for which you want to print W-2 forms.
To print all of your employees’ W-2 forms, click All. To print individual W-2 forms, select the employees you want to print for.
Click Open/Save Selected.
In the Print dialog box, select the printer you want to use and the number of copies you want to print.
QuickBooks will print your W-2 forms. Be sure to mail them to your employees by January 31st.
Tips for printing W-2 forms in QuickBooks Desktop:
If you have pre-printed W-2 forms, you can select the Use Pre-printed Forms option in the Print dialog box.
If you need to print W-2 forms for employees who have left your company, you can use the View Archived Forms option in the W-2s tab to print their forms.
If you have any problems printing W-2 forms, you can contact QuickBooks support for help.
Here are some additional tips for printing W-2 forms:
Make sure you have the correct printer settings. You can check your printer settings by opening the Print dialog box and clicking the Properties button.
Make sure you have enough paper in your printer.
If you are printing multiple copies of the same form, make sure you set your printer to duplex printing.
Test print a few forms before you mail them to your employees. This will help you catch any errors.