W-3s
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.
- In the Navigation pane, highlight the Payroll/Human Resources > Government > W-3s folder.
- Click
. The New W-3 window opens.
- In the Tax Year field, enter the tax year of the W-3.
- Enter a Description of the W-3 record.
- Save the record.
Assign W-2s to a manually created W-3
- Navigate to the Payroll/Human Resources > Employees > Records > W-2s folder.
- Select the W-2s to assign using Ctrl and/or Shift selection.
- Right-click on the selected W-2s and select Change from the drop-down menu.
- In the Fields list box, highlight "W-3".
- In the W-3 field, select the W-3 to assign to the selected W-2s.
- Click Next>>. ActivityHD prompts you to confirm that you want to change the W-2s.
- Click Yes. ActivityHD assigns the W-2s to the specified W-3.
- Click Finish.
View W-2s associated with a W-3 record
- Navigate to the Payroll/Human Resources > Government > W-3s folder.
- Locate the W-3 record for which to view the associated W-2s in the HD view and open it.
- Select the W-2s tab. You can sort and filter W-2 records as needed.
W-3 Record ID
W-3 tab
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.
Other tab
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