W-3s

Security

The W-3 is created during the process of creating W-2s. The "Create W-3" step of the Generate W-2s wizard creates the W-3 and saves the record to the Payroll/Human Resources > Government > W-3s folder.

If you want to create W-3 records for historical data, you can do so manually.

Create a manual W-3 record

Assign W-2s to a manually created W-3

View W-2s associated with a W-3 record

W-3 Record ID

Number

The identifier automatically assigned to the W-3 record by ActivityHD.

Tax Year

The tax year associated with the W-3 record.

W-3 tab

Description

A description of the W-3 record.

W-2 Count

The number of W-2s associated with the W-3 record.

W-2s tab

The W-2s pane shows the W-2s HD view filtered to show all W-2s associated with the W-3 record.

Double-click a row in the pane to drill down to its record in the W-2 window.

Attachments tab

The Attachments tab is visible if any record for a given entity has an attachment. If the Attachments tab is not visible, this implies that no record of the entity type has an attachment on it; however, once an attachment is added to any record of the entity type, the Attachments tab will become available.

Attachments

The list box shows the files which are attached to the current record. Highlight a file name to preview the file in the adjacent pane. Double-click a file name to open the file in its native editor.

Preview pane

If a file name is highlighted in the Attachments list box, this pane shows a preview of the file contents. Some file types cannot be previewed but can be double-clicked to open in their native editor.

Other tab

Memo tab

To include additional information about this record not collected elsewhere, enter it in this text box. This area supports common keyboard shortcuts such as Ctrl+C to copy and Ctrl+V to paste.

Timestamps tab

This tab shows the user who created this record and the date and time of creation as well as the user, date, and time of the latest modification to the record.

Common accesses available on W-3s

Access	A user with this access can...
Change	Use the mass change action on W-3s.
Change Logs
Custom Fields	Create and edit custom fields for W-3s.
Data	Have read-only access to W-3s from anywhere in the software (e.g., field validations, filters, date expressions).
Delete	Delete W-3s.
Edit	Edit W-3 records.
Export	Export W-3 records from ActivityHD.
Import	Import W-3 records into ActivityHD.
New	Create new W-3 records.
Read	Have read-only access to W-3 records.
Report	Run reports with W-3 information.
Report Designs	Create and edit report designs with W-3 information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers	Create and edit saved answers related to W-3s.
Shared Filters	Create and edit shared filters on W-3s.
Visible	View the W-3s folder in the Navigation pane.

AccountingWare, LLC

5225 S Loop 289, #207

Lubbock, TX 79424

806.687.8500 | 800.354.7152