Employee W-2 Summary Report

Payroll Help

Your Payroll Software questions answered here

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 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 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 changed on the employee’s Payroll Info screen.

Get Started
Try it free

Sign up today for a free, no-obligation 30-day trial.

Try It Free for 30 Days
Get Started
Take a demo

Kick the tires with a free self-guided demo.

Take a Self-Guided Demo