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.