Winfiler Setting Defaults & Options

Set Printing/Data Entry Settings

Select Settings > Options > Printing/Data Entry
You can choose to:

• Open Payee list after payer is selected
• Open Payer list on program start
• Retain last Payer selected
• Maximize main menu
• Auto place decimal point
• Use the <Enter> key or <tab> key to navigate between fields

Select Settings > Options > W-2 Preferences

• On the All Payers tab, you can select to:
  • Set State 1 or State 2 Wages equal to Gross Wages
  • Set Local 1 or Local 2 Wages equal to Gross Wages
  • Warn if Payee TIN is left blank during entry

• Use the Defaults tab to set preferences such as:
  • Automatic calculations after each dollar amount entry
  • Net Pay calculations
  • Gross Wage calculations
  • Social Security and Medicare calculations and warning messages