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.
- SelectSetup, thenEmployees.
- On thePayroll Taxestab, selectAdjust taxable wages.
- Adjust the employee's tax withheld amounts.
- SelectActions, thenEnter 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.tipYou may need to display all tax items in the Enter Transactions screen to enter this adjustment. To do so, selectEdit,Options, thePayrolltab, thenDisplay taxes with zero wages and amounts.
- Override employee or client information.
- SelectActions, thenEdit Payroll Tax Forms.
- Override information in theEmployee DataorClient Datatabs.
- 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:
- SelectSetup,Employees, then thePersonaltab.
- Select the employee, thenEdit.
- In the W-2 Information section, selectOther W-2 Items.
- Enter the correct Box 12 and Box 14 information.noteAmounts 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, selectSetup,Payroll Items, and use the options in the W-2 Additional Boxes section.