Generate and save a Forms W-2 Summary Report

  1. Open the Print Forms W-2 Summary Report screen.
  2. Enter data to the criteria fields as needed to control the report.
  3. Click Run Report. The report displays on the Report tab.
  4. Click .
  5. Do one of the following:
    • If you want to save the report as a Microsoft Excel (XLS) file, select Excel.

    • If you want to save the report as a PDF file, select Acrobat (PDF) file.

  6. Navigate to the folder where you want to save the report.
  7. Enter a file name for the saved report.
  8. Click Save.