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v2017: Customer completed W2 printing without sele

  • 1.  v2017: Customer completed W2 printing without sele

    Posted 01-07-2019 20:53
    v2017: Customer completed W2 printing without selecting to print control numbers. Now they want to reprint with control numbers. I can't find a way to do it. Do you know if it's possible?


  • 2.  RE: v2017: Customer completed W2 printing without sele

    Posted 01-07-2019 21:05
    When you open the Federal and State e-filing there is an option to choose existing reports. Click on that and you can pull up the completed W-2's. Choose edit and accept the form you want. I'm not 100% sure if you can then choose to include control numbers as this is not an option I have had to edit, however this process is how you get to forms already processed. Provided the form or report is changed before Aatrix processes it there is not an additional charge.


  • 3.  RE: v2017: Customer completed W2 printing without sele

    Posted 01-08-2019 05:34
    [Link to Sage KB entry on this](https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=57550&sliceId=1&isLoadPublishedVer=&docType=kc&docTypeID=DT_Article&stateId=3014&cmd=displayKC&dialogID=131604&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl&openedFromSearchResults=true)


  • 4.  RE: v2017: Customer completed W2 printing without sele

    Posted 01-08-2019 07:20
    Karen - did they want to use the same forms that have already BEEN printed, or did they want to start all over again? If they want to use the same forms, and just have the Control Number print - I think they're outta luck. If they want to start over, you can use the ""Company Setup"" option under the Edit Menu (top left of the screen when the spreadsheet is active) AFTER you've brought the spreadsheet back in - following Wayne's KB article above. Editing the Company Setup is where you can change anything about the company that you need to - including the option to print Control Numbers on the W-2's.


  • 5.  RE: v2017: Customer completed W2 printing without sele

    Posted 01-08-2019 08:28
    Agree with @SueBennett, they'll have to start over :( OR manually enter each control number during the edit of the forms (probably not what they want).


  • 6.  RE: v2017: Customer completed W2 printing without sele

    Posted 01-08-2019 08:31
    And by ""start over"" - we just mean pulling the spreadsheet back in again, and reprinting all of the forms once you've updated the ""company setup"" option to print the Control Numbers...


  • 7.  RE: v2017: Customer completed W2 printing without sele

    Posted 01-08-2019 08:37
    No, ma'am, ""start over"" means to completely re-do the W-2 process; you can't reprint in ""start over."" Using the Start Over option will allow the system to populate the Control Numbers. The other option is to edit the current forms and manually add the Control Numbers (the column is normally farther to the left on the grid than it opens by default).


  • 8.  RE: v2017: Customer completed W2 printing without sele

    Posted 01-08-2019 08:51
    It depends on whether or not you've actually efiled and submitted the reports to the Feds/States or not. If you've only done the printing and have not submitted, it's relatively easy to pull the spreadsheet back in, change the Company Setup and reprint. If you have submitted, it may be possible to still delete the submission through Aatrix and reprint everything again. But you can still pull up the spreadsheet you've already done using the KB article Wayne referenced, change the Company Setup and reprint. @Michelle.Taylor: I've added things in Aatrix after the spreadsheet was already populated (like the Oregon Transit Tax!) and it fixed the spreadsheet as soon as I updated the Company Setup to add that new item in. Even though I had already printed...still added it with the change in the Company Setup.


  • 9.  RE: v2017: Customer completed W2 printing without sele

    Posted 01-08-2019 15:11
    OK, following @SueBennett and @WayneSchulz suggestions, the customer was able to select Edit and select the option for printing control numbers. Everything went swimmingly until the W2 preview came up. They're no longer the 4-up format. They're 2-up and 2 employees per page. I'm trying various things but can't find a way to get the 4 per page layout. Thoughts?


  • 10.  RE: v2017: Customer completed W2 printing without sele

    Posted 01-08-2019 15:26
    Are you sure those are not the Federal Forms? They sometimes print first with Aatrix...the Employee 4 Up copies are way down the road in printing...usually that is...


  • 11.  RE: v2017: Customer completed W2 printing without sele

    Posted 01-08-2019 17:12
    Yes @SueBennett , that is the federal form. Well, I have wrangled this software six ways from Sunday and I cannot get it to print the 4-up form with control numbers. I just spoke with Sage support. She said ""Since the employee W2s were printed and saved without the control numbers, there is no way to reprint on the original form (4-up) with control numbers."" I'm SO over this now.