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How do I auto-fill the payer State ID on a W-2 form?

Views: 1186 Created: 2016-07-26 10:07 Last Updated: 2016-08-11 12:06

SYMPTOM

Setting up a payer to automatically populate the State ID field on the recipient's W-2 form.

RESOLUTION

Procedure 1 (Setting up a payer)

  1. Click the Payer List button.
  2. Highlight the desired payer.
  3. Click the Payer State Info button on the far right.
  4. Click the Add button.
  5. Enter the State and the State ID number for W-2 assigned by the state.
  6. Click Save.
  7. Click OK.

Procedure 2 (Setting up a Return)

  1. Click the Payer List button.
  2. Double click the payer name.
  3. Highlight the recipient in the list.
  4. Double click the W-2 for that recipient.
  5. Click on the Return Information tab.
  6. Choose the state that was entered in Procedure 1.
  7. Press Tab on the keyboard. The State ID entered in Procedure 1 will be filled in the second field.
  8. Click Save.
  9. Click OK.

APPLIES TO

  • Yearli 2014 - Current