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 your church by double-clicking the column to the right of each name. ('XX' should appear) If taxes have been withheld or paid to the government for an Employee, you should select their name. If the Employee was Self-Employed or Contract Labor, then you may choose to un-select them by leaving this box blank. (Double-click it again to remove the 'XX') 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-2s button and then choose IRS Cat #10134D from the W-2 Type box. See the illustration below.

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

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

9.) Load the Blank W-2 Copies B, C, and D into the printer. Include Copies 1 and 2 if needed for State/Local taxes. Load one set for every 2 Employees. (Load all copies of B first, then all C's, etc...)

10.) If you are using blank W-2 forms you printed from NTS, choose Default from the Form Type menu. See the illustration below. See the instructions below for the steps to print blank W-2 forms from NTS.

11.) Click the Print W-2s button, and then click Start Printing. Set # of copies equal to the # of copies in Step 8 above, click OK.

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.