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Adding, editing or deleting a W-2
Adding, editing or deleting a W-2

Here’s how to manage W-2 Entries on a payer’s profile.

Adams Tax Forms avatar
Written by Adams Tax Forms
Updated over a week ago

To enter a new W-2 record for a payer in Adams® Tax Forms Helper®, click W-2 in the menu bar.

Click the “Add W-2” button to create your form.

Enter the W-2 data in the fields provided.

Tip: Don't forget to select an Employer from the first drop-down field to add your payer. Otherwise, your forms won't sort by payer or print with payer info.

Click the ? button to the right of each field for a brief explanation of what data is required for each field.

Click “Save” to save your W-2.

  • Click the “Return to W-2s” button to return to the main menu.

  • Or click the “Add another W-2 for this Payer” to make additional entries.

Your new W-2 records will now show up in the records table.

Repeat or Return to Recipients

  • Add additional records by clicking the “Add W-2” button again.

  • Edit an existing record by clicking the “Edit” link right of the record.

  • Delete an existing record by clicking the “Delete” link.

  • Print an existing record by clicking the “Print” link.

Need more help?

See a short demo on adding W-2 records.

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