W-2 Form Summary Report

The W-2 Form Summary 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.

It can be created as an Excel file with 3 worksheets or a PDF file.

The W-2 Form Summary must balance to the previously filed 941 reports for each employee.

The report can be reached by selecting Reports > Payroll > W-2 Form Summary Report.

The report contains the following information:

Report filters are:

Sample report — W-2 Form Count

Sample report — W-2 Form Summary

Sample report — W-2 Form by Employee

 

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