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How to Edit and Save Data on W2 Forms

W2 Mate® supports unlimited W2 forms. For this fact it becomes important to make changes to employees’ W-2 forms. If you imported employee data, or you keyed in the data, you are able to make adjustment if needed. It is as simple as selecting the employee, modifying the data, and clicking the save button. This tutorial gives you the step by step instructions you need to edit and save data on employee’s W-2 tax forms.

Step by Step Instructions

Make sure you have the correct Company open inside W2 Mate

1. Click "W2 Forms" from the Shortcuts menu

2. Click "Select" under Employee

3. Select the Employee from the list

4. Click "OK"

5. Edit the form data as needed

6. Click "Save" under W2

10. Click "Yes" to save the updated form information

Edit and Save Data on W2 Forms in W2 Mate®

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