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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.

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