During this webinar, we will cover:
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2023 Items to Note
1. 10 Limit
If filing more than 10 W-2 forms, then the information must be filed electronically, along with printing out forms for employees.
2. W-2’s forms are filed with SSA (Social Security Administration).
To file electronically, obtain a PIN from the SSA. This can be obtained by going to the web site at http://www.ssa.gov/employer/ .
3. Due Date
January 31st forms must be given/postmarked to employee and filed with the SSA.
4. What Version of AGRIS Must you Be on to Print Process W-2
AGRIS V24.0 SU5 will contain a new forms, to be released in January 2025. For the new form without upgrading, go to this link to download as a user-defined form.
please see: placeholder waiting for IRS ReleaseAGRIS V23.1 will allow auto download of federal tax changes. You can always load these manually too.
https://culturatech.atlassian.net/l/cp/1r1Ephkr
5. Correct forms for you printer
The number of returns per 8.5-inch x 11-inch page is as follows:
W-2 - 2 forms per page - 33 lines per form (5.5-inches tall)
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Webinar Recording for Printing W-2 Forms
1.Link to 2025 Tax Rate Update
https://culturatech.atlassian.net/l/cp/1r1Ephkr
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2. Webinar Recording for Printing W-2 Forms
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3. Webinar Recording for Electronic W-2 Forms
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How to Edit YTD Totals for Yearend, for Last-Minute Adjustments
click this link for Detailed Written Instructions
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Basic Instructions for Printing W-2 Forms
When printing all W-2s the following screen will appear, fill out all applicable files and options:
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Answer Y/N to Combined Local Tax Codes.
Answering yes adds an employee’s year to date total records from multiple local tax codes within the same state to output a single W-2 form.
This option allows manual edits to Year-to-date totals to be combined with check totals:If answering Yes, leave the Local Tax Code field blank to include employees with any local tax code.
If answering No, then select the Local Tax Code to print on the W-2 form
Enter the administrative location code in the Location Code input field to limit the selection of employees to a single location per their Employee setup. Leave this input field blank to include employees with any administrative location code.
The control number is for the users benefit and is not used by the IRS. This optional sequential number may be printed in Box d of the W-2 form for you to track which printing run this is.
The selection of employees may be restricted to a range of name ID types.
Enter values in the Beginning and Ending Name ID Typerange selection input fields.
Leave these input fields blank to include employees with any name ID type.
W-2 Forms Ordered by:
D – Name ID Description
F – Federal ID Number
N – Name ID Number
Answer the question “Mask Federal ID?”. This will replace the tax id with X’s except for the last 4-digits.
Click Ok to continue to the printer options.
Load your forms into the printer.
Select printer to print.
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Basic Instructions for Creating W-2 Electronic File
This option creates a file that can be uploaded to the Social Security Administration (SSA) Web site at http://www.ssa.gov/employer/ and then selecting the Business Services Online option.
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