Manually Uploading of W-2s
Prior to uploading the W2s, the W2 Electronic EE Copy 2005 Report (S1110) must be run, and the Connection Settings verified for accuracy.
- Click the Upload W-2 tab.
- Click the Add button, to list the employees for whom W-2 forms will be uploaded.
Result: The Select Employee screen opens.
- Enter the evolution custom company number (or a part of the number) in the Custom Company Number field and press ENTER .
- Select the company from the Companies list.
- Click the Get Employees button.
- Result: the list of company employees is displayed on the right-hand side of the screen.
- Select employee(s) from the list or click the Select All button.
- Result: all of the selected employees will be listed in the box at the bottom of the screen.
- Click OK, which closes the Select Employee screen and brings the user back to the previous screen.
- Click the Upload Employee W-2 button.
Scheduling Uploading of W-2s
Please follow the same process as if scheduling the uploading of paystubs found here.