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On the left navigation aid bar, click Employees & Payroll, Forms. Select Federal Forms (W-2, 940, etc.) or on the Reports & Forms menu, select Forms, Tax Forms, double-click Payroll Tax Forms.

Select [year] W-2/W-3 listed under the Available Forms section. Set the Filing period to Yearly for the payroll tax year and ensure the current year is selected then click OK.

The W-2 Setup Wizard window appears. Select an option, then click Next.

Verify that the Company FEIN is correct, click Next.

Verify the company information, then click Next.

Select the appropriate Tax Preparer Type, the click Next.

If the Third-Party Preparer Information window opens, fill in the appropriate fields and click Next.

Verify that each State and Locality authority or item is correct, then click Next.

Check the appropriate options on the Data Verification window, then click Next.

Check the appropriate options and enter any necessary information on the W-3 Information window, then click Next.

Select the appropriate option in the Multiple Data Files window, then click Next.

In the W2/1099 Preparer worksheet, verify the information highlighted in blue, then click Next Step.

Continue to verify highlighted information, then click Next Step until the W-2 Printing and Filing Options window opens.

Select either Complete W-2 eFiling Service or Select My Own Options.
Note: If you subscribe to the eFiling service, you are able to e-file your company W-2 and W-3 Federal Forms . If you would like your employees to receive the W-2s electronically, there is an added charge for that service. If you do not subscribe to the eFiling service, you can still eFile your company W-2 and W-3 Federal Forms for an additional cost.

If only printing the forms, choose Select My Own Options, select the forms you with to print, then click Next.

Verify your selections from the previous page, then click Next.

Select the appropriate option for divider sheets and click Next.

Click Next on Review Data. Based on your print selections, the following windows may or may not appear.

On the Employee W-2 form, click Print Final at the top of the window.

Insert or ensure the form is loaded in the printer. Click OK.
Note: If you selected to eFile the W-2 or W-3 form and also print forms, the Print Final button will read as Print Copy in the remaining steps.

Click Next Step at the top to go to the next form to print.

Click Print Final.

A Paper Warning window appears, click OK.

Click Next Step.

The Federal W-3 is displayed, click Print Final.

Click Next Step. 

The State W-2 is displayed, if applicable, click Print Final.

Click Next Step. 

For any state worksheets, complete the required fields. Print the forms, then click Next Step.

The Employer W-2 is displayed, click Print Final.

Click Next Step.

If you selected to eFile forms, the Aatrix Secure eFile window will appear. Follow the screen instructions to complete the process.

Select File, Exit to close the W2/1099 Preparer worksheet.