Employee W-2 Summary Report

The Employee W-2 Summary report shows a preview of the information that will be printed on the employee Form W-2. This is helpful at the end of the year, when confirming that income is properly reported.

To find the W-2 Summary Report:

Reports > Payroll Tax Reports > W-2 & W-3 Summary

• Select “Employee W-2 Summary” Report.
• By default, all employees will be selected, or you can select by the employee.
• Select the tax year, and click Run Report. The W-2 Box Number, Description, and Amount will appear.
• If you need to make changes to the amounts shown, you can run an additional payroll or may need to contact support for a payroll edit.

Note: Box 13, in which you will mark whether Statutory Employee, Retirement Plan, and Third Party Sick Pay applies to this employee, can be changed on the employee’s Payroll Info screen.

When you have confirmed the amounts are correct, you are now ready to Download and Print W-2 Forms in Patriot Software.

Also see the help article Company W-3 Summary Report.

[RELATED ARTICLE: Understanding Tax Forms: What is a W-2?]
[RELATED ARTICLE: How to Re-issue a W-2 for Employees on Your Payroll]

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