W-2s: Y'all Ready For This?

Published

Hard to believe we’ve moved past mid-January and W-2s are on the horizon!

We have some great, detailed blogs and knowledgebase solutions ‘aplenty on W-2s, but let’s run through a quick refresher…all in under 60 seconds... Ready? Here we go…

If printing, do you have the right W-2 forms? Or do you need to order forms?

Has Aatrix been installed and/or updated on your workstation?

NOTE: The user installing must be a Windows Admin to install/update Aatrix successfully
(If you’re not sure, loop in your IT if available.)

Start your form generation process with the W-2 Processing Wizard and Preparer Grid, and be sure to Register Aatrix if your codes are expired.

NOTE: You may notice a watermark across the top of your forms

If you see “Demo Do Not File”, your Aatrix registration has expired. Easily generate a fresh, free registration code using the steps here.

If you see “Record Copy Do Not File” you’re either in test drive mode or choosing to only e-file, not print any official forms.

If you’re sending your W-2 forms electronically, e-file

BONUS:

Employees need corrections or changes?
Use the W-2 Wizard as a guide on how to correct any box amount or field information. In a pinch, you can correct employees in the grid, but we recommend correcting their record.

Reconciling W-2 amounts?
Utilize this handy dandy guide to reconcile your W-2s.

Need an answer to a different W-2 question? Here are a few more easily accessible W-2 resources:

Add column to Aatrix W-2 preparer grid
Enter a Historic Entry
File a Corrected W-2
Reprint W-2 forms
How to view a foreign address on W-2s
When to contact Aatrix

Best wishes to you for a productive and successful tax season!

For more information on Tax Season Tips and other useful resources Visit the Blackbaud Community.

News ARCHIVED | Financial Edge® Tips and Tricks 01/23/2019 9:09am EST

Added by Libby Washburn

Check back soon!