W-3 Worksheet

When you file W-2 forms, you must also submit a W-3 form (Transmittal of Wage and Tax Statements) that includes totals of all your employees’ W-2 forms. From the Form W-2 Processing form, you can generate a W-3 Worksheet to help you fill out the actual Form W-3.

Location

To generate the worksheet, complete the following steps:

  1. From the Vision Navigation menu, click Human Resources > Payroll > Form W-2 Processing.
  2. Click Print > Print W-3 Worksheet or Print > Preview W-3 Worksheet from the toolbar.

Contents

The W-3 Worksheet contains the following information:

  • Total number of statements

  • Wages, tips, other compensation

  • Federal income tax withheld

  • Social security wages

  • Social security tax withheld

  • Medicare tax withheld

  • Medicare wages and tips

  • Social security tips

  • Allocated tips

  • Advance EIC payments

  • Dependent care benefits

  • Nonqualified plans

  • Deferred compensation

  • State

  • State ID number

  • State wages, tips, etc.

  • State income tax

  • Local wages, tips, etc.

  • Local income tax