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:

If you are a TaxBeGone customer, click the Payroll Tax Service tab > Tax Reports > W-2/W-3 Summary.

Otherwise, click the Payroll tab > Tax Filing Tasks > W-2/W-3 Summary.

• Select "Employee W-2 Summary" Report.
• You can select any employees or "All."
• Select the tax year, and click Run. 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 enter 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 administered from the employee's Payroll Information screen.