Choosing which W-2s to order and print using CheckMark Payroll Order online at www.checkmark.com. Blank Sheet Method Preprinted Method Printing on Blank Perforated Sheets or Plain Paper It’s easy to print W-2s and W-3s using the Blank Sheet Method. No need to collate employee copies or align your printer. You will need the 2014 CheckMark Payroll update, version 14.0.x to print 2014 W-2s. Also order the 2015 Payroll Update online or mail/fax in the order form. No need to wait. Install your 2015 Payroll Update immediately and rest easy knowing you’re ready to start the new year. Our Automatic Tax Table Updates (ATTU) will help provide seamless transition from one year to another. Installing the 2015 version will not effect any 2014 information. How It Works: The diagram on this page demonstrates the paper needed to print all of your W-2s and W-3s using CheckMark Payroll and a laser or inkjet printer. 4-Up Blank Sheets: CheckMark Payroll will print all necessary W-2 copies for one employee on one 4-Up Blank Perforated Sheet. No collating is required and envelopes are included. 2-Up Blank Perforated Sheets: Use to print W-2s for two different employees on one Blank Perforated Sheet. Use this sheet to print the employer’s state and local copies, when not submitting electronically. Plain Paper: Use plain paper to print W-2 Federal Copy-A and W-3 Transmittal Copies. Red-printed copies are not required for these forms. Use white 20 lb. copier or printer paper. Printing on Preprinted Forms Laser Sets are preprinted, single sheets for laser or inkjet printers. Envelopes are included. CheckMark Payroll prints one W-2 for two different employees on each sheet. When using the Preprinted Method, some alignment of print fields may be required. The employee W-2 copies will need to be separated and collated. How Many Should You Order? Place your order based on the number of employees. Be sure to include employees who are inactive. When ordering Preprinted W-2 sets, you’ll receive the W-2 forms, compatible envelopes, and two(2) W-3s. You’ll need 4-Part Sets if you process payroll in a state that does not have withholding tax. You’ll need 6-Part Sets if you process payroll in a state that has a state withholding tax. You’ll need 8-Part Sets if you process payroll in a state that has both state and local withholding taxes. Diagram Two Two Methods for Printing W-2s & W-3s Preprinted Method All W-2 Employee Copies: • Federal Tax Copy B • File Copy C • State Tax Copy 2 • Local Tax Copy 2 2010 How Many Should You Order? Place your order based on the number of sheets. You’ll need one 4-Up Employee Blank W-2 set for each employee. Be sure to include employees who are inactive. 4-Up packs do include envelopes. 2010 a Control number IMPORTANT: IRS Publication 1141, Dated 5/28/2014, Section 2.3, .05 states: “Employee copies of Form W-2 (Copies B, C, and 2), including those that are printed on a single sheet of paper, must be easily separated. The best method of separation is to provide perforations between the individual copies. Each copy should be easily distinguished whatever method of separation is used.” 22222 1 3 Social security tips 13 14 Federal income tax withheld Social security tax withheld 6 Medicare tax withheld Allocated tips Dependent care benefits 12a See instructions for box 12 Retirement plan Third-party sick pay 12b 12c Other 12d f Employee’s address and ZIP code Form W-2 16 17 Wage & Tax Statement 18 19 2010 Copy A For Social Security Administration — Send this entire page with Form W-3 to the Social Security Administration; photocopies are not acceptable. 20 For Privacy Act and Paperwork Reduction Act Notice, see back of Copy D. 0000/1225 Do Not Cut, Fold, or Staple Forms on This Page a Control number 22222 OMB No. 1545-0008 1 c Employer’s name, address, and ZIP code 3 number Social security wages 5 Medicare wages and tips 7 Social security tips 9 Last name 11 13 2 Federal income tax withheld 4 Social security tax withheld 6 Medicare tax withheld 8 Allocated tips Advance EIC payment 10 Nonqualified plans 12a See instructions for box 12 Statutory employee 14 d Employee’s social security Retirement plan Third-party sick pay Dependent care benefits 12b 12c Other 12d e Employee’s first name and ZIP code ID number Not required if filing electronically. Use Plain Paper For Official Use Only Void b Employer identification number initial • W-2 Federal Copy-A Department of the Treasury—Internal Revenue Service 16 17 Wage & Tax Statement 18 19 2010 Security Administration — Send this 20 Leave as one sheet. Do not cut apart. Department of the Treasury—Internal Revenue Service For Privacy Act and Paperwork Reduction Act Notice, see back of Copy D. 0000/1225 • W-2 State Tax Copy 1 • W-2 Local Tax Copy 1 • W-2 Employer File Copy D 2010 Red-printing is not required 2-Up Blank Perforated Sheets 2010 a Control number b Kind of Payer 33333 941 Military CT-1 Hshld. emp. c Total number of Forms W-2 e Employer identification number d For Official Use Only OMB No. 1545-0008 943 Medicare govt. emp. 1 Third-party sick pay Establishment number g Employer’s address and ZIP code h Other EIN used this year 15 State Employer’s state ID number 2 Federal income tax withheld 3 Social security wages 5 Medicare wages and tips 7 Social security tips 9 Advance EIC payments 10 Dependent care benefits Nonqualified plans 12 4 Social security tax withheld 6 Medicare tax withheld Deferred compensation 8 For third-party sick pay use only 14 Income tax withheld by payer of third-party sick pay 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax Contact person Telephone number Email address Fax number Use Plain Paper Allocated tips 13 For Official Use Only 0000/1225 Under penalties of perjury, I declare that I have examined this return and accompanying documents, and, to the best of my knowledge and belief, they are true, correct, and complete. 2010 W-3 Transmittal of Wage and Tax Statements 323 W Drake Rd, Ste 100 Fort Collins, CO 80526 Sales: 800.444.9922 Fax: 970.225.0611 www.checkmark.com 2 10 Nonqualified plans Statutory employee 4 8 Advance EIC payment 11 11 CheckMark Medicare wages and tips 7 9 Last name f Employer’s name TM Social security wages 5 d Employee’s social security number Employer’s state ID number One employee per sheet OMB No. 1545-0008 c Employer’s name, address, and ZIP code e Employee’s first name and initial 4-Up Blank Perforated Sheets For Official Use Only Void b Employer identification number 15 State The 2-Up Blank Laser Sheets are sold separately and are shipped without envelopes. CheckMark Payroll software prints a 2-Up W-2 for two different employees on each sheet. Order accordingly. Plain Paper Method Send this Entire page with the Entire Copy A page of Form(s) W-2 to the Social Security Administration. Photocopies Are not acceptable. Do not send any payment_ cash, checks, money orders, etc. – with Forms W-2 and W-3. Reminder • W-3 Transmittal Copy Where to File Separate instructions. See the 2005 Instructions for Forms W-2 and W-3 for information on completing this form. Purpose of Form Social Security Administration Data Operations Center Wilkes-Barre, PA 18769-0001 Use this form to transmit Copy A of Form(s) W-2, list Got to this form transmit Copy A of Form(s) W-2, Wage and This Use this form to transmit Copy A of Form(s) W-2, wage Form this IRS sheet this form to transmit Copy A of Form(s) Use this form to transmit Copy A of Form(s) W-2, Wage Send this form to transmit Copy A of Form(s) W-2 form When to File Use this form to transmit Copy A of Form(s) W-2, list Got to this form transmit Use this form to transmit Copy A of Form(s) W-2, Wage and Department Red-printing is not required Nothing in this flyer constitutes tax or legal advice.