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
1. Standard layout is the 8 1/2 x 11 cut sheet layout
2. V Fold is the 8 1/2 x 11 pressure sealed layout
3. 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

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