Set Up Company Information for W-2 Processing

You will use the Info (or Grid) and Add'l Info tabs of the PR W-2 Process form to set up your company information for W-2 processing.

The following instructions detail how to set up your company information.
  1. On the PR W-2 Process form, click the New Record button () on the toolbar.
    The system disables all fields on the form except for Tax Year.
    Note: If you enter a previously initialized tax year, you can access federal, state, and local information without re-initializing the year.
  2. In the Tax Year field, enter the tax year and tab off.
    The system enables the fields on the form and defaults company-specific information in the EIN #, Company Name, and address fields.
  3. Edit defaulted information, as necessary.
  4. In the User ID # field, enter your user identification number. This number was provided to you by the Social Security Administration (SSA).
  5. In the Email field, enter the email address the SSA should use to contact you if there are problems with your W-2 filing.
  6. If you are a third-party sick pay provider, select the Third Party Sick Pay Indicator check box.
  7. In the Options to Initialize Retirement Plan box section, select the option that determines how the system sets the Retirement Plan check box in box 13 on the W-2 form. For more information on these options, click here.
  8. For Maryland users only, enter all applicable information in the fields on the Add'l Info tab. For more information on each field, refer to the F1 help.
  9. Save the record.
The system enables the Initialize Header button, enabling you to initialize the header (company) information for W-2 processing. For more information, see Process W-2s.