W2 Consolidate Records
Use the W2 Consolidate Records routine to consolidate multiple employee W-2s into one employee W-2.
Notes:
Generally, you run W2 Consolidate Records after you have run the Create Forms routine to consolidate multiple employee W-2s to one. For more information on the timing and sequence of steps, see the W-2 Reporting Process.
The W2 Consolidate routine is optional. You can choose to run it if you have employees who have multiple W-2s and you want to consolidate them into one employee W-2.
Directions:
To open:
1. Click Utilities from the menu.
2. Click Misc Utilities.
3. Click W-2 Utilities.
4. Click Consolidate
Records.
Tip: Or, use the keyboard
shortcut: [ALT] [t] [u] [w]
[c].
W2 Consolidate Records Window Example:
W2 Consolidate Options
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To run the routine, click Proceed, or press [ENTER]. Keyboard shortcut: [ALT + p] To escape from the routine, click Cancel Tip:
Or, click Close
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Processing Window |
Displays information pertaining to the various phases of the W2 Consolidate Records routine to guide you.
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To close the W2 Consolidate program when Process Complete displays and the routine is finished, click Done. Keyboard shortcut: [ALT + d] |
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Important: