W-2 Processing

During this time of year, W-2 processing is on everyone’s mind.  So how do you prepare and print W-2 forms in The Financial Edge? Follow these detailed steps to help get you successfully through the process from start to finish!

Sometimes, we may need to take some additional steps. For example, it may be necessary for your organization to insert an additional column to the W-2 grid and Aatrix gives you the flexibility to do so.  You may find that you forgot one employee or there may be a need to reprint a W-2 for that one employee (this is a nice tip to have handy should a form get lost in the mix of things). If you need to reprint all W-2 forms, then these steps will walk you through the same steps as the original W-2 printing process, with a few minor changes along the way.

As far pre-printed W-2 forms, our Financial Edge team only supports forms ordered through Blackbaud Forms, but we do have a few helpful troubleshooting steps should you need to adjust the alignment of your W-2 form.

You may be asking yourself how many employees are going to receive a W-2 form this year. The total number of forms created should be given when generating the W-2 forms in the wizard. For more tips and tricks, be sure to visit our other end of year blogs by clicking the tags at the bottom of the post.