Reporting Non-Tax items on W-2's

Most of the W-2 information will automatically fill in for you, such as the Federal and State taxes.

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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  • Pension Plans

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  • Medical Insurance

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  • Cafeteria Plan Items 

For further guidance on what items should be reported on the W-2's contact your Accountant or the plan administrator.

To add the items to the W-2 in your payroll program: 

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  • Go to the "Reports Plus" section and choose the "20XX W-2" from the list.

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  • Set the Report Period and then click on "Preview Report".

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  • In the "US Federal W-2 Settings" box, from the "W-2 Field" dropdown menu, select the proper entry for the item being reported.
    
    If you need guidance as to what to select contact the plan administrator or your accountant.

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  • In the "Payroll Items" section, select the item to be reported. (For example, a Pension Deduction.)

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  • 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.

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  • Once all items have been added click "Continue".