1.) Click the Report button on the Payroll screen and then click W-2/W-3 Report

2.) If necessary, change the payroll year by clicking the arrow buttons on either side of the year; .

3.) Select Employees who will receive W-2s from the church by double-clicking the column to the right of each name. ('XX' should appear) If taxes have been withheld, the employee will automatically be selected. If the Employee was Self-Employed or Contract Labor, then you may choose to un-select the employee. (Double-click on the 'XX' to remove the selection.) The Pastor(s) SHOULD BE SELECTED in most cases. The information that we have received from the IRS states that the church should provide the Pastor(s) a W-2.

4.) Click the Calculate Tax Statements button.

5.) Make any changes to W-2s on the screen by choosing the Employee on the left side, and then making the changes on the right side of the screen.

6.) Click the Print W-2 Copy A button

7.) Choose IRS Cat #10134D from the W-2 Type box. See the illustration below.

8.) Load the IRS W-2 Forms (Copy A only, red copies) into the printer. (Separate them from the other W-2s first)

9.) Click the Print W-2s button, then click Start Printing, then OK.

10.) Exit the print screen.

11.) Click the Print W-2 - B,C,D,1,2 button.

12.) Choose which copies of the From W-2 that should be printed. Uncheck any copies that are not needed.

13.) Click the Print W-2 Copies button. The front part of the form will print.

14.) Wait until all copies have printed. Insert the forms into your printer so that the printer will print on the back of the page. Place all copy Bs on top followed by copies C, D, 1 and finally 2. If your printer prints documents starting with the last page, you will need to reverse the order the forms are inserted into the printer.

14.) Click OK to print the back side of the form.

12.) Click View W-3. The W-3 information is automatically calculated based on the W-2 amounts that were generated.

13.) Make any changes necessary to the form and type in any additional information needed.

14.) Click the Print W-3 button and then choose IRS Cat #10159Y from the W-3 Type box. See the illustration above.

15.) Load IRS W-3 Form into printer, click the Print W-3s button, and then click OK.