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How to Find a W-2 in the Edit File

When first created, the W-2 Edit file is in Social Security Number order. Each individual W-2 is numbered, beginning with number 1. The number of any given W-2 shows in Box a – Control Number.

 

You can find any W-2 by clicking the Back and Forward buttons to scroll through the file.

 

If you know the control number, you can also retrieve a W-2 by clicking on Open, then entering the number in the box and clicking OK.

 

If you don’t know the control number, there are 2 other ways you can find a W-2: by Last Name and by Social Security Number.

 

To find a W-2:

 

Use the Back or Forward arrows, the Open button, or the Find button to find a W-2 for the employee.

 

 

 

 

 

Clicking the Find button opens another menu.

 

 

 

 

 

Click the menu for the method you want to use.

 

A box similar to this one appears.

 

 

 

 

 

Enter the number in box a, last name, or Social Security number in the box. If you enter a partial name, Industrial Strength Payroll retrieves every name that contains the fragment you entered.