How do I print or eFile W-2/W-3 forms in Sage 100?

Expand Payroll Period End, Federal and State Tax Reporting
Select Form Type = Federal, State or Existing Reports
Click the lookup for the form Form Name list. Select xxxx W-2/W-3 (xxxx=Tax Year).
Complete the necessary fields, for example:
- Company Name, address and phone NOTE: Company Maintenance populates this information, but you can change it.
- Federal ID No
- Trade Name
Click Proceed.
In the W-2 Wizard window, select your options, then click Next.
Follow the wizard prompts. Make changes as needed and select Next.
Verify the State and Local tax items selections. Select Proceed. MODIFY - How to enter or change State & Local Tax ID #'s on Payroll Tax Reporting Forms
TIP: Observe windows that appear for various state reporting to determine if they pertain to your company.
In the Data Verification window, read each question and select appropriate Yes or No for each. TIP: click '?' for more information.
In the W3 Information window, select or enter the appropriate information.
- If you select Third-party sick pay (box b) option, for Sage 100 2018 and higher, refer to How to account for Third-Party Sick Pay on W-2 and 941 tax forms for Sage 100 2018 and higher
Click Next to open the W2/1099 Preparer window.
NOTE: Observe the window that appears regarding Box 14 Qualified Sick or Family leave.
Follow each verification step noted at the top of the W2 Preparer grid, and click Next Step when applicable. It’s VERY important that you verify all information in the grid because that is what will print on the actual W2 form. How do I reconcile Payroll tax forms & reports?
- NOTE: You can change any field in the grid but the data will NOT be written back into your Sage 100 company data set.
- If you have an employee that has zeros in all wage and tax boxes and do not need to print a W2, you can delete the applicable line by Right-Clicking on Row Number and select Remove Row.
After making the corrections and completing the verification steps, Click Next.
The Aatrix options and pricing window opens for W-2 Printing and Filing Options. Select the 'More Info?' link at the top right for Aatrix options.
Select your options for W-2 eFiling and/or printing. Click Next. Take note of the messages that popup, then Click OK.
Select Next through the following windows and Based upon your selections, the following actions will be taken:
1. Each Form type will preview then after clicking Next Step, will provide instructions and print options.
The prompt for W3 and any State report requirements follows the W2 Printing.
Click Continue to open the Federal eFiling and Reporting window. W-2s can be electronically filed or printed from this window.