W2 Consolidate Records

Use the W2 Consolidate Forms to consolidate multiple employee W-2s into one employee W-2.

Notes:

Generally, you run W2 Consolidate Forms 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 Forms 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 from the W-2 Processing screen, click Settings and then select Consolidate Forms.

Or click Utilities from the menu. Then click Misc Utilities, click W-2 Utilities, and then click Consolidate Records.

Tip: Or, use the keyboard shortcut: [ALT] [t] [u] [w] [c].

W2 Consolidate Forms Window Example:

W2 Consolidate Forms Options

To run the routine, click Proceed, or press [ENTER]. Keyboard shortcut: [ALT + p]

To escape from the routine, click Cancel . Keyboard shortcut: [ALT + c]

Tip: Or, click Close .

Processing Window

Displays information pertaining to the various phases of the W2 Consolidate Forms routine to guide you.

Important: The Processing window displays Process Complete when the process is ended. In addition, the Processing Window displays Records Consolidated xxx to notify you.

To close the W2 Consolidate Forms when Process Complete displays and the routine is finished, click Done.

Keyboard shortcut: [ALT + d]