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.
  • Override employee or client information
    .
    1. Select
      Actions
      , then
      Edit Payroll Tax Forms
      .
    2. Override information in the
      Employee Data
      or
      Client Data
      tabs.
    3. If the employee has wages for multiple reporting units, select the ellipsis button to override amounts for the gross SUI and taxable SUI associated with a particular reporting unit.
  • 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.
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