Last modified by Peytience S on 2023/10/31 18:01
From version 3.1
edited by Peytience S
on 2023/05/03 18:24
Change comment: There is no comment for this version
To version 2.1
edited by christie w
on 2023/02/10 20:15
Change comment: There is no comment for this version

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1 -XWiki.peytiences
1 +XWiki.christiew
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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 -* Pension Plans
6 -* Medical Insurance
7 -* Cafeteria Plan Items
5 +*
6 +** Pension Plans
8 8  
8 +*
9 +** Medical Insurance
10 +
11 +*
12 +** Cafeteria Plan Items
13 +
9 9  For further guidance on what items should be reported on the W-2's contact your Accountant or the plan administrator.
10 10  
11 11  
12 12  **To add the items to the W-2 in your payroll program:**
13 13  
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.
19 +*
20 +** Go to the **"Reports Plus"** section and choose the **"20XX W-2"** from the list.
18 18  
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".**
22 +*
23 +** Set the **Report Period** and then click on **"Preview Report"**.
22 22  
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 +
23 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"]]