W-2 Form Summary Table Report

The W-2 Form Summary Table Report provides a way to review W-2 information, whether imported or generated by AptaFund. The report includes all adjustments made to W-2 data in the Employee W-2 Information window.

The report can be reached by selecting Reports > Payroll > W-2 Form Summary Table Report and can be created as a PDF or Excel file.

The report contains the following information:

Report filters are:

Sample report — W-2 Form Summary Table

Sample report — W-2 Box Descriptions

 

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