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. Be sure to check out the companion report, “Company W-3 Summary Report.” You may also find the “Preview W-2 Forms” helpful.

To find the W-2 Summary Report:

1. Go to Reports > Payroll Tax Reports > W-2 & W-3 Summary
2. Select “Employee W-2 Summary” Report.
3. By default, all employees will be selected, or you can select by the employee.
4. Select the tax year.
5. Click Run Report.
6. The W-2 Box Number, Description, and Amount will appear.

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. Payroll > Employee List> {Employee Name} > Payroll Info.

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.

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