Generate and Save Forms W-2

  1. Open the Print Forms W-2 screen.
  2. In the fields on the Options tab, enter data as needed to control the report.
    Tip: You can save the data entered and use it the next time you run the report using the Report Settings pane. See Save Report Options for details.
  3. Click Run Report.

    The report displays on the Report tab.

    Note: Viewpoint recommends that you verify the accuracy of the information on your forms and make changes, as needed, before printing or saving them. There are several reasons you might want to modify this information, including:
    • You don't have complete payroll data entered for the year because it was your first year using ProContractor and you didn't load initial balances.
    • You haven't set up all of the needed payroll fringes and deductions in ProContractor.
    • Some of the data is based on the Employee record from the last payroll you ran for that employee in the year, so it's possible some of the information could be incorrect; for example, the employee address.
    • Additional earnings need to be added for tax reporting purposes.
    Tip: To make changes to any forms, close this screen and open the Edit Forms W-2 screen.
  4. Click and select the format for the saved report.
    Note: Depending on the report, you may be able to save the report as a Microsoft Excel (XLS) file, a Microsoft Word (DOC) file, or an Adobe Acrobat (PDF) file.
  5. Navigate to the folder where you want to save the report.
  6. Enter a file name for the saved report.
  7. Click Save.
    Note: If you selected to save the report as a Microsoft Excel (XLS) file and you have Microsoft Excel installed, the Excel file automatically opens.