Enter, or click to select, the starting tax year of the W-2 data.

The default value is the year of the current selected record.

Enter, or click to select, the ending tax year of the W-2 data.

The default value is the year of the current selected record.

Enter, or click to select, your company's name.

Click this button to perform the viewing of W-2 data.

Select this button to close the window.

The values in this drop-down list includes the system year and the last 4 years. The tax years will be further limited based on the Minimum W-2 year and Maximum W-2 Year on the Manage Taxable Entity Setting screen.

Examples

• If system year is 2023 and the range of W-2 years on the Manage Taxable Entity Setting screen is 2019 - 2023, then the drop-down list will have 2023 only.
• If system year is 2023 and the range of W-2 years on the Manage Taxable Entity Setting screen is 2023 - 2027, then the drop-down list will have 2023 only.
• If system year is 2024 and the range of W-2 years on the Manage Taxable Entity Setting screen is 2023 - 2027, then drop-down list will have 2024, and 2023.
• If system year is 2028 and the range of W-2 years on the Manage Taxable Entity Setting screen is 2020 - 2029, then drop-down list will have: 2028, 2027, 2026, 2025, and 2024

The default value is the year of the current selected record.

Select this option to download the Form W-2 PDF file. If there is a W-2c record for the Calendar Year, then Form W-2c PDF file shall also be included in the download.

This is the default selection.

Enter, or click to select, the company name.

This field displays the employee's social security number at the time the W-2 was created.

This field displays the Employer Federal ID Number at the time the W-2 was created.

This field displays the sum of all Federal Taxable amounts from the Manage Employee Earnings History screen.

All deferred compensation amounts (Codes D-H in Box 13) and other Federal exempt pay types and/or deductions are subtracted from gross wages to arrive at this amount. Employer contributions to 401(k) are not part of the calculation.

This field displays the sum of all Federal Withheld amounts from the Taxes Withheld Project Distribution subtask of the Manage Employee Earnings History screen.

This field displays the sum of all Social Security Taxable amounts from the Manage Employee Earnings History screen.

All social security exempt pay types and/or deductions are subtracted from gross wages to arrive at this amount.

This field displays the sum of all Social Security Withheld amounts from the Manage Employee Earnings History screen.

This field displays the sum of all Medicare Taxable amounts from the Manage Employee Earnings History screen.

This field displays the sum of all Medicare Withheld amounts from the Manage Employee Earnings History screen.

This field displays the amount entered for social security tips if applicable.

This field displays the amount entered for allocated tips if applicable.

This field displays the sum of all Advance EIC amounts from the Manage Employee Earnings History screen.

The amount shown here is the total amount of withholding, from the Deductions subtask of the Manage Employee Earnings History screen, for the deduction code that you have identified as a Dependent Care deduction on the Manage Deductions screen.

The amount shown here is the total amount, from the Pay Types subtask of the Manage Employee Earnings History screen, for the pay type that you have associated with this box on the Configure Pay Type Taxability screen.

This section displays the following check boxes:

• Statutory employee: This check box indicates if you are a statutory employees that are subject to Social Security and Medicare taxes but not to federal income tax withholding.
• Retirement Plan: This check box indicates if you are an active participant in a qualified pension, profit-sharing, or stock-bonus plan under IRC 401(a), including 401(k) plans; in a 403(a), 403(b), 408(k), 408(p), or 501(c)(18) plan; or in a government retirement plan other than a 457 plan. If the Retirement Plan Covered check box is selected for the employee on the Manage Employee Taxes screen, this check box is automatically selected when you create the W-2s.
• Third-party Sick Pay: This check box indicates if you are a third-party sick-pay payer filing form W-2 for an insured employee.

This field displays the state abbreviation and the state tax ID number of the employer.

This field displays the sum of all state taxable amounts from the Manage Employee Earnings History screen.

This field displays the sum of all state Withheld amounts from the Manage Employee Earnings History screen.

This field displays the sum of all local taxable amounts from the Manage Employee Earnings History screen.

This field displays the sum of all locality withheld amounts from the Localities subtask of the Manage Employee Earnings History screen.

This  field displays the assigned locality name from the Localities subtask of the Manage Employee Earnings History screen.