[PR] Determining the Number of W-2 Forms Needed

The PR W-2 Preview Report in Vista allows you to view and confirm the total number of W-2 forms required for your organization before printing or e-filing. This helps ensure accurate form ordering and distribution at year-end.

Steps to Run the W-2 Preview Report

Step 1: Initialize W-2 Information

1. Before running the report, make sure all required W-2 data has been initialized for the current tax year.
2. Navigate to PR W-2 Process.

            Initialize all three sections:

• Header Information

• Federal Information

• State Information

Tip: Ensure employee and tax data are accurate and complete before proceeding.

Step 2: Access the W-2 Preview Report

1. Go to Payroll > Reports > PR W-2 Preview Report.
2. In the report setup window, enter the current tax year.

    3. Click Preview to generate the report.

Step 3: Review the Report

1. Once the report appears, scroll to the last page.
2. Locate the summary box labeled “Number of W-2 Forms (Copies B, C, 2)”.

This box displays the total number of W-2 forms needed for all employees.

Step 4: Use the Report for Form Planning

1. Use the total count to determine how many W-2 form sets (employee copies) are required for printing or e-filing.
2. Retain a copy of the report for year-end reconciliation and recordkeeping.

By running the PR W-2 Preview Report, you can quickly confirm the total number of W-2 forms needed, ensuring your payroll team is prepared for accurate and efficient year-end processing.