Print W-3 Forms
Use this screen to print W-3 "Transmittal of Wage and Tax Statements" transmittal forms. Any information entered on this screen will also print on the W-3s. These forms are used to transmit Copy A of W-2 forms. Make a copy of the W-3 and keep it with Copy D (for employers) of your W-2 forms for your records.
Per Social Security Administration (SSA) regulations, the W-3 form is a Federal form not intended for use as a "state" totals screen. Please use the W-2 "totals only" screen for state purposes.
Box 12a of the W-3 form sums Box 12 figures of the W-2 forms for code letters D, E, F, G, H, S, Y, AA and BB.
Box 12 code DD is for the Cost of employer-sponsored health coverage, and code EE is for Designated Roth contributions under a governmental section 457(b) plan.
Fields/Buttons |
Descriptions |
|---|---|
Entity |
This field only displays if cost centers are being used and entity tracking is also enabled in the current company. Enter or select an Entity code. The software will verify that the current operator has security authorization for the selected entity before proceeding. If this field is left <blank>, the main company entity is used. |
Employee alpha |
Press Enter to print ALL employee alpha reference codes, or double-click on this field to select an alpha reference code from the Search Alpha window. |
Tax table code |
Enter the state ID to print, or double-click on this field to select a state ID, or press Enter to print ALL state IDs. |
Contact info |
|
Contact person, phone, fax, email |
Enter the contact person and mailing address for the W-3 forms. |
Employer info |
|
Control number |
Enter the control number. (This is an optional entry to number the transmittal for your tracking purposes.) |
Employer's EIN |
Enter the employer's EIN (Employment Identification Number). The EIN is a 9-digit number assigned to the employer by the Internal Revenue Service. The EIN must be shown as 10 characters. A hyphen can appear only in the third position. The first two left-hand positions cannot be 00, 07, 08, 09, 10, 17, 18, 19, 20, 26, 27, 28, 29, 30, 40, 49, 50, 60, 69, 70, 78, 79, 80, 89, or 90 |
Other EIN |
Enter the other EIN used. Leave this field blank unless another EIN was used this year. |
Establishment |
Enter the establishment number. Entry is only necessary if separate establishments are being used. |
FIT withheld by 3rd party |
Enter the FIT withheld by a third party. Leave this field blank unless a third party has withheld Federal income tax on any sick pay payments. |
Use company default? |
Select this checkbox to use the employer's default address information. |
Save as default? |
Select this checkbox to update the employer's mailing information on this screen. |
Foreign Address button |
Click this button to open the Employer Foreign Address window. If applicable, add or edit the employer's foreign address. |
Employer name, address |
Enter the employer's name and mailing address. This name must match the name entered in Box C of the W-2(s) being reported. |
