CenterPoint Payroll - Reprinting W-2s

W-2 Forms Prepare & Print - Duration: 53 min 36 sec

 

Document #: 3282 Product: CenterPoint® Payroll

 

This document describes how to reprint W-2 forms that you have processed.

The W-2 reprinting process includes multiple steps which are detailed below.

Note: If you cannot locate a screen during this process, the screen may be behind your program window. To locate the screen, minimize your program window or simultaneously press Alt+Tab (and continue pressing Tab).

Exporting Data from CenterPoint Payroll

  1. Begin processing W-2s by selecting Reports > Federal & State Payroll Forms & Reports > Federal Tax Forms

Forms Update

If you have internet access and the latest version of Federal/State Tax Forms (Aatrix) is not installed, the following Aatrix Update screen will display when you select the menu selection above.

  • If you want to immediately install the update, click Yes and follow the on screen instructions. A progress bar will display as the update continues.

  • If you do not want to immediately install the update and continue processing without the required update, click No.
  1. The Federal Tax Forms screen will display.

  1. Select the appropriate Employer.
  2. In the Report Method box, select History.
  3. In the Report box, select the form and year you want to reprint, for example, select 2020 W-2/W-3 and 2020 in the Year.
  4. Under employees, select whether you want to include Non-Agricultural Employees, Agricultural Employees, or Both.
  5. Click OK.
  6. It may take several minutes for the payroll data to be transferred to the W-2 printing process. Actual time will depend on the number of employees in your database.

Forms Update

  • The following Forms Update screen will display if you chose not to perform the Aatrix update when you first selected Reports > Federal & State Payroll Forms & Reports > Federal Tax Forms or State Tax Forms. If you want to continue processing your forms without performing the required update, click Continue Expired.
Note: Expired forms will be marked as expired and cannot be filed. This screen will continue to display each time you choose not to perform the required update until you click Yes when first prompted to install the available update or you click Automatic Update or Download Update to perform the required update from this screen.

 

W-2 History File Options

  1. If you've previously processed Federal Forms, the Open Report screen displays.

  1. Select the form you want to reprint and then click Edit.
Note: The W-2 History File Options screen that will display next may be behind your program window. To locate the screen, minimize your program window or simultaneously press Alt+Tab (and continue pressing Tab). There will not be an icon in your task bar that will identify that this screen is an active screen.
  1. Choose Reprint Completed W-2s on the right and click Next.

  1. Click Next.
  2. A Reprint Options screen will display. If you want to reprint completed W-2s, select Reprint Completed W-2s and then select what you wish to reprint All Employee, Federal Copies or State Copies (original or watermarked) or Employer Copies, if you want to reprint only for specific employees, select Reprint Selected Employee copies, or to reprint local copies, select Print Sorted Locality Copies.

  1. Click Next.
  • If you selected to reprint State Copies, a screen will display that allows you to select the state W-2s you want to reprint.
  • If you selected to Print Sorted Locality Copies, a screen will display where you can choose the locality W-2 to reprint.
  • If you selected to Reprint Selected Employees, the Reprint Employee Options screen displays, select which employee copies you want to reprint and then select the employee(s) you want to reprint W-2s for.

  1. Click Next.
  1. The first selected W-2 form will be displayed. To print this first form, click Print Final and then Yes. Once the data is printed, click Next Step to continue to the next selected form. You will be reminded when to insert special perforated blank paper with a pre-printed employee notice on the back, you will be notified to insert the pre-printed form prior to printing.

  1. The next form will be displayed. Click Print Final to print the form, then click Next Step to continue to the next form. Repeat this process for each selected form.
  2. The W-2 History Options screen displays again. Click Close.

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