W-2 Print Options in Patriot Software

Employers must provide Form W-2 to each employee who had earnings in the prior year. Make sure you know how to use Patriot’s payroll software to print W-2s for your employees.

Background

In Patriot Software, you have two layout options for printing your W-2 forms. You also have the option to electronically send Form W-2 to your employees through the employee portal. For more details, see Posting Electronic W-2s in Patriot’s Employee Portal.

Selecting Your W-2 Print Option in Patriot Software

If you plan to print your W-2 Forms and distribute to employees, as opposed to providing employees with an electronic copy in their employee portal software, you have two print options. For a full explanation of the process to download and print W-2s, see How to Print W-2 Forms in Patriot Software.

Reports > Payroll Tax Reports > W-2 Forms

Select your print option before you download your W-2s.

Print Option 1: One copy per page on blank paper

Each Form W-2 has multiple copies for each employee to include when filing their income taxes:

• Copy B: To be filed with employee’s federal tax return
• Copy C: For the employee’s records
• Copy 2: To be filed with the employee’s state, city, or local income tax return

If you plan to print W-2s but do not wish to purchase perforated IRS-approved blank forms, you can print the W-2s on blank printer paper. Each employee’s W-2 will print 4 pages:  Copy B, Copy C, Copy 2, and an IRS instructions page.

You can purchase envelopes online such as Amazon or your favorite office supply store.  Search for “W-2 envelopes” and make sure they are not “4-Up” or “4-Down.”  They should look something like this:

Print Option 2: Four copies per page on blank perforated forms

To print your W-2s using the Blank 4-Up peroforated forms with horizontal layout, you will need to purchase IRS-approved blank perforated forms. These forms can be purchased in small quantities from Patriot’s preferred vendor, or you can buy them from any office supply store. Each employee’s Form W-2 prints one to a page. Copy B, C, 2 copies of “Copy 2” are all formatted to print on the same page.  The IRS instructions are pre-printed on the back of these forms.

You can purchase W-2 envelopes from the same place you purchase forms.  Be sure that they are for “4-Up” or “4-Down” and that both windows are placed on the left side of the envelope.  Some versions have the employee address window placed to the right, and these are not compatible with our forms.