Getting Started on Year-End with Greenshades Payroll

Generating and delivering W2 forms is one of your most important annual activities. Greenshades aims to make year-end painless. With our payroll module, it's short and simple process to get information from Greenshades Payroll to our Year-End product.

Once you've paid out employees for the year, navigate to Payroll in the top navigation. Under >Tax Form Generation, select W-2s."

This will take you to the Form W-2 Annual Summary Report page:

Review Your Data

This page serves as a preview to the information of your W-2. It will cover the Federal Wages, State Wages, and several other W-2 Box fields. Most importantly, you can export the W-2 information and review it on a granular level using Export Employee W-2 Detail.

The spreadsheet download (Excel format) will be the raw data that you import into our Year-End Forms product. It includes all employee W-2 information and is broken down further in each tab, including Box 12, Box 14, W2 States, W2 Locals, State Identifiers, and W2 State Extras.

This is the best time for you to review and validate the W-2 Information.

Once you are satisfied, scroll to the bottom of the page and select Create W-2 Forms

Once you select this button, the page will redirect you to the Year-End Forms page. Year-End Forms can also be found in the global navigation at the top.

After the forms have been imported, select View Forms; this will take you to Greenshades' Download My Forms site where you can verify SSNs, distribute forms, and e-file your W-2s. As you progress through your W-2s, information on this page will update to reflect its current state.

More instructions on the Year-End process can be found in Greenshades' support site.