Using the W-2 Wizard

• Can I use the W-2 Wizard this year?

• Do I have to run the W2 Wizard to process the W-2s?

• Enterprise ERP Payroll

• W-2 Wizard

• 1099-R Wizard

• W-2 and 1099-R Processing

• Employee W2

• Employee 1099R

• Enterprise Forms Admnistration

• ReadyForms

• Users can use the Wizard programs to process W-2s or 1099-Rs after installing the year end updates for the current year

• Using the Wizard is optional. Users can create and process W-2s and 1099-Rs using the Wizard programs, and/or the individual programs that are listed under Human Capital Management > Payroll > W-2 and 1099-R Processing.  The programs are as follows:

  • Create W-2 and 1099-R Records

  • Employee W-2 and 1099-R

  • W-2 and 1099-R Register

  • Form Definitions

  • W-2 Forms Print

  • 1099-R Forms Print

  • Create Electronic File

  • Accumulator Gross Verify

• Users can go back and forth between the Wizard and the individual programs regardless of which program was used to create the W-2s and 1099-Rs.  For instance:

  • If need to reprint a W-2 form, can use the W-2 Forms Print program even if the records were created in the Wizard

  • If need to review or update an employee's W-2 or 1099-R, can use the Employee W-2 and 1099-R program even if the records were created in the Wizard

When ready to print, click on the ReadyForms print button then select the ReadyForms Delivery Definition;

Or click on the Output button, select the option ReadyForms, the screen will change and show a drop-down to select the ReadyForms Delivery Definition

More information:  2024 Year End Tax via Enterprise Forms