Last modified by Peytience S on 2023/10/31 18:01
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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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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"]]
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25 ----
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27 == Related Pages: ==
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29 === [[Printing W-2's without "Records Copy">>doc:Mac.W2 Processing ».Printing W-2's without "Records Copy" .WebHome]] ===
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31 FAQ: How do I print the W-2's without "Records Copy" across them?
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34 === [[W-2 Processing and Printing Guide>>doc:Mac.W2 Processing ».W-2 Processing and Printing Guide .WebHome]] ===
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36 Read our guides in updating, processing, printing your W-2's.
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38
39 === [[W-2 eFile Pricing>>doc:Mac.W2 Processing ».W-2 eFile Pricing .WebHome]] ===
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41 Read more about W-2 eFile pricing for Aatrix Payroll Reports.
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43
44 === [[W-2 Due Dates>>doc:Mac.W2 Processing ».W-2 Due Dates .WebHome]] ===
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46 Read about important notes about W-2 Due Dates.
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49 === [[Printing Alignment on Red SSA W-2 and W-3 forms>>doc:Mac.W2 Processing ».Printing Alignment on Red SSA W-2 and W-3 forms .WebHome]] ===
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51 Read our guide on printing alignments for red SSA W-2 and W-3 forms.