Last modified by Peytience S on 2023/10/31 18:01
From version 2.1
edited by christie w
on 2023/02/10 20:15
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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2 2  
3 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:
4 4  
5 -*
6 -** Pension Plans
5 +* Pension Plans
6 +* Medical Insurance
7 +* Cafeteria Plan Items
7 7  
8 -*
9 -** Medical Insurance
10 -
11 -*
12 -** Cafeteria Plan Items
13 -
14 14  For further guidance on what items should be reported on the W-2's contact your Accountant or the plan administrator.
15 15  
16 16  
17 17  **To add the items to the W-2 in your payroll program:**
18 18  
19 -*
20 -** Go to the **"Reports Plus"** section and choose the **"20XX W-2"** from the list.
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.
21 21  
22 -*
23 -** Set the **Report Period** and then click on **"Preview Report"**.
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".**
24 24  
25 -*
26 -** In the **"US Federal W-2 Settings"** box, from the **"W-2 Field" **dropdown menu, select the proper entry for the item being reported.
27 -\\If you need guidance as to what to select contact the plan administrator or your accountant.
28 -
29 -*
30 -** In the **"Payroll Items" **section, select the item to be reported. //(For example, a Pension Deduction.)//
31 -
32 -*
33 -** 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.
34 -
35 -*
36 -** Once all items have been added click **"Continue".**
37 -
38 38  [[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"]]