Edit amounts on an employee's W-2

Use one or more of the following options to edit the amounts on an employee's W-2 form.
  • Edit the employee's year-end taxable wages
    .
    • Select
      Setup
      , then
      Employees
      .
    • On the
      Payroll Taxes
      tab, select
      Adjust taxable wages
      .
  • Adjust the employee's tax withheld amounts
    .
    • Select
      Actions
      , then
      Enter Transactions
      .
      • For a handwritten check with liabilities that haven't been generated, correct the amounts.
      • For a printed check, or a handwritten check with liabilities generated, delete then re-enter the check with the correct amounts.
      • To move amounts from 1 tax to another, enter a new, zero-amount net check with a negative amount to 1 tax, and a positive amount to the correct tax.
        tip
        You may need to display all tax items in the Enter Transactions screen to enter this adjustment. To do so, select
        Edit
        ,
        Options
        , the
        Payroll
        tab, then
        Display taxes with zero wages and amounts
        .
  • Override employee or client information
    .
    1. Select
      Actions
      , then
      Edit Payroll Tax Forms
      .
    2. Override information in the
      Employee Data
      or
      Client Data
      tabs.
  • Make sure the W-2 box information for the employee's payroll items is correct
    .
    • Go to the Main tab of the Employee Payroll Item Settings window.
  • Check Box 12 and Box 14 codes and amounts
    . Follow these steps to edit or enter:
    1. Select
      Setup
      ,
      Employees
      , then the
      Personal
      tab.
    2. Select the employee, then
      Edit
      .
    3. In the W-2 Information section, select
      Other W-2 Items
      .
    4. Enter the correct Box 12 and Box 14 information.
      note
      Amounts entered for Boxes 12 and 14 don't affect amounts on Form 940. If you need to adjust amounts on both Form W-2 and Form 940, select
      Setup
      ,
      Payroll Items
      , and use the options in the W-2 Additional Boxes section.

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