Enter the year for which the W-2s were created. The record for this payroll year, employee and taxable entity becomes hard-coded in Costpoint when you save the record, thereby avoiding duplicate entries.

Enter the ID of the employee whose record you want to add to this table, or click to select the employee ID. If the employee already exists in this table, you must click to select the record. This is a required field.

Enter the ID of the taxable entity to which the employee is assigned if you are adding a record to this table, or click to select the taxable entity ID. If the employee already exists in this table, you must click to select the employee's record, at which time you can change the Taxable Entity ID, if necessary. This is a required field.

Enter, or click to select, the tax service group ID to which the employee is assigned. Use this field to group employees for tax reporting purposes. You can create these group IDs in the Tax Service Group ID subtask of the Configure Payroll Tax Interface Settings screen.

This field is enabled if you select Tax Service Group ID as the Tax Service Grouping Method on the Configure Payroll Tax Interface Settings screen.

If the selected Tax Service Grouping Method is Tax Service Group ID on the Configure Payroll Tax Interface Settings screen and a tax service group ID is not assigned to an employee, the employee's payroll data will not be exported to your payroll tax service.

If you change the value in this field and you need to apply the change to past paychecks, use the Recompute Taxable Wages screen to update the tax service group ID that was assigned to past paychecks.

Select this check box if a W-2 needs to be voided. Voided W-2s print but are excluded from the subtotals as mandated by the IRS.

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

This field displays the taxable entity's tax ID.

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.

Enter an amount here, if applicable.

Enter an amount here, 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.

Select this check box for statutory employees subject to Social Security and Medicare taxes but not to federal income tax withholding. You can select this check box only on this screen.

Select this check box if the employee was 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.

Select this check box if you are a third-party sick-pay payer filing form W-2 for an insured employee. You can select this check box only on this screen.