11282: Create Employee W2 or Contractor 1099 Without Bookkeeping, Using ATF Payroll (CWU)

If you don't want to create W2s or 1099s on-the-fly, you can record a single end-of-year ATF transaction to produce them. It isn't necessary to set up a chart of accounts to do this. Here's how:

Employee W-2

1. At Employees > Employee Setup, create the employees.
   1. Click New.
   2. On the Personal Info tab, in the Empl. Code field, enter an Employee Code. Complete the Personal Info tab for the employee:
      • Name
      • Full address
      • ID number
2. On the employee's State/ Local Tax Status tab
   1. Select the appropriate state Tax Table.
   2. Click Save.
3. At Employees > ATF Payroll, for each employee create a single ATF payroll transaction for the year.
   1. For Pay Period Ending, enter a pay period end date that reflects the correct payroll year.
   2. For Check Date, enter a date that is correct for the payroll year.
   3. Edit the Earnings and Deductions to reflect the information you want on the W2.
   4. Click Save.
4. At Employees > Process W2s, process the employees' W2s (select and process them individually or Process All). You can print W2s from this screen, singly or all of them.

Contractor 1099

1. At Contractors > Contractor Setup, create the contractors.
   1. Click New.
   2. On the Personal Info tab, in the Contractor Code field, enter a Contractor Code. Complete the Personal Info tab for the contractor. You can enter either the individual's first and last name and address, or the company's name and address:
      • Name
      • Full address
      • ID number
   3. Click Save.

2. At Contractors > ATF Contractor Payroll, for each contractor create a single ATF payroll transaction for the year.
   1. For Pay Period Ending, enter a pay period end date that reflects the correct payroll year.
   2. For Check Date, enter a date that is correct for the payroll year.
   3. Enter the appropriate amounts in the appropriate field(s).
   4. Click Save.
3. At Contractors > Process 1099 Misc., process the contractors' 1099s (select and process them individually or Process All). You can print 1099s from this screen, singly or all of them.

For a video overview of the W-2 and 1099 creation process in CWU, see CWU Payroll Filings.​