Payroll users who are converting from a previous system will have to enter the employees' W-2 payroll history for the current calendar year by creating adjustments in Employee W-2 Information. Employee records must be created in Manage Employees before this step can be completed.
Select Employee W-2 Information from the Payroll menu, and the window opens.
Click in the Employee Name field, and select the employee from the drop-down list.
Click in the Calendar Year field, and select the calendar year for the W-2 information. The W-2 information is then displayed with all amounts zero.
Check the box for the W-2 box you want to adjust, and click the Add Adjustment button at the bottom of the window. The Employee W-2 Adjustment Detail window opens.
The amount in the Register Total field is read-only.
Enter the new amount in the Adjusted Value field.
Required: Type a reason for the adjustment in the Comment field. Once you save the adjustment, this text appears in the Reason field in the lower grid.
Click the Save button. You're asked to confirm that you want to make the change..
Click Yes to save the adjustment. The record is saved, and the information displayed in the W-2 Adjustments grid in the bottom of the window.
Click the Return to Search link in the upper right corner to return to the employee's W-2 information.
Repeat steps 4-9 to make additional adjustments for this employee.
Return to Employee W-2 Information Overview
Return to W-2 Process Overview
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