Generate a Forms T4 Summary Report

You can preview, search, print, and save your W-2 Summary Report, all in preparation for filing it.

Open the Print Forms T4 Summary Report screen.
Enter data to the criteria fields as needed to control the report.
To use Aatrix Report Filing to create and file forms electronically, select Print/eFile with Aatrix.
Select Run Report.
1. Use on the toolbar to navigate through the report.
The report displays on the Report tab.
To search the report:
1. Select to change the report layout.
2. In the search field, enter the text you want to find.
3. Select Find.
4. Select Next to find the next instance of the text in the report. Repeat as needed.
To print the report:
1. Select to set the page setup options.
2. Select to view a preview of the printed report.
3. Select Print.
To save the report:
1. Select the Save icon and select the format for the report.
2. Navigate to the folder where you want to save the report.
3. Enter a file name for the saved report.
4. Select Save.

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