Uploading W-2s

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.

  1. Click the Upload W-2 tab.

    W2_-_00.png

  2. Click the Add button, to list the employees for whom W-2 forms will be uploaded.
    Result: The Select Employee screen opens.

    W2_-_01.png

Selecting Employees

  1. Enter the evolution custom company number (or a part of the number) in the Custom Company Number field and press ENTER .
  2. Select the company from the Companies list.
  3. Click the Get Employees button.
    • Result: the list of company employees is displayed on the right-hand side of the screen.
  4. 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.
  5. Click OK, which closes the Select Employee screen and brings the user back to the previous screen.
  6. 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.

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