Last modified by Peytience S on 2023/10/31 18:01
From version 1.1
edited by christie w
on 2023/01/12 23:54
Change comment: There is no comment for this version
To version 3.1
edited by Peytience S
on 2023/05/03 18:24
Change comment: There is no comment for this version

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1 -XWiki.christiew
1 +XWiki.peytiences
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1 +**Most of the W-2 information will automatically fill in for you, such as the Federal and State taxes.**
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3 +There are items reported on the W-2's that are not automatically set up. Items to be reported that would need to be set up and reported on the W-2's would include but not be limited to:
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5 +* Pension Plans
6 +* Medical Insurance
7 +* Cafeteria Plan Items
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9 +For further guidance on what items should be reported on the W-2's contact your Accountant or the plan administrator.
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11 +
12 +**To add the items to the W-2 in your payroll program:**
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14 +* Go to the **"Reports Plus"** section and choose the **"20XX W-2"** from the list.
15 +* Set the **Report Period** and then click on **"Preview Report"**.
16 +* In the **"US Federal W-2 Settings"** box, from the **"W-2 Field" **dropdown menu, select the proper entry for the item being reported.
17 +** If you need guidance as to what to select contact the plan administrator or your accountant.
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19 +* In the **"Payroll Items" **section, select the item to be reported. //(For example, a Pension Deduction.)//
20 +* Click the **"Add to List"** and it will appear in the **"W-2 Fields Configured"** and will pull in for your employees on the W-2.
21 +* Once all items have been added click **"Continue".**
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23 +[[image:https://www.aatrix.com/files/9414/2369/1779/Reporting_Non-Tax_items_on_W2s_01.png||alt="Learn about how to report non-tax items on W-2's." height="440" width="608"]]