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No prior year W2 form templates available
No prior year W2 form templates available
Description of Issue
Prior year W-2 forms not available for ReadyForms. Missing prior year W-2 Templates.
Context
- ReadyForms
- Enterprise Forms
- Tyler Forms
- Templates
- Year End Tax
- W-2
Cause
Prior year Templates are not automatically loaded when converting to ReadyForms or Enterprise Forms, they must be manually added for previous years. Each year has a slightly different IRS approved formatted layout so it is important to use templates that are specific to the applicable year.
Resolution
A new template will need to be created for each prior year.
- Navigate to Tyler Menu > ReadyForms > ReadyForms Administration
- Select the Payroll dropdown within the left-hand side menu
- Select the W2 template from that subcategory menu
- In the bottom right-hand corner, click the yellow + to create the new template
- Give your template a year description and select from the available layouts
- Standard layout is the 8 1/2 x 11 cut sheet layout
- V Fold is the 8 1/2 x 11 pressure sealed layout
- Z Fold is the 8 1/2 x 14 legal sized pressure sealed layout
- Under configuration options, choose the PCL option for physically printing, or choose the PDF option for archiving, downloading, or emailing
- Under Advanced Options, you can designate tray selections for check printing, or choose whether or not the document processes as individual files or a large single packet
- When complete, click the Save button in the bottom right-hand corner of the template window
- A Delivery Definition will need to be created for each year's templates as well: Year End Tax ReadyForms Delivery Definition
Additional Information
For more information on general template creation: How to create a new template with Enterprise Forms
, multiple selections available,
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