Setting up W-2 form
- Click on the Payer List button.
- Double click the payer name.
- Highlight a recipient.
- Double click the W-2 for the recipient.
- Click on the Return Information tab.
- Verify that the state has been entered in the State and Local Information section.
- Click on the Transaction Summary tab.
- Verify that the NY State 1 Column C Wages amount type is there and completed. If it is not listed:
- Click on the Amnts button.
- Click on the State tab.
- Highlight NY State 1 Column C Wages and click Include to carry the amount type over to the Currently Selected Amount Types listing.
- Click OK to close the Amount Types screen.
- Verify that dollar amounts are entered in the necessary fields. If the dollar amounts are not, complete these fields.
- Click Save.
- Click OK to close the form.
- In the Form List, verify that the transaction has a Last Action Date in the quarter of the NYS-45 form being created.
- From the Payers & Recipients screen, select the Payer List tab.
- Highlight the payer with the NYS-45.
- Double click the NYS-45 to open the form.
- Click on the Fill button on the right to update the state form.
Some other things to be aware of with the NYS-45 form:
- Columns D and E on Part C will only fill if it is the 4th Quarter or if the Last Return of the Year checkbox is checked.
- The NYS-45 also has locality wage fields. These fields will not fill unless locality amount types are selected and a valid locality is entered in the State and Local Information portion of the W-2 Return Information tab.
- Verify the Locality 1/2 Wages or Tax Withheld amount types are included on the W-2. If they are not, add them by clicking the Amnts button and including them from the Non-Default listing.