How to Edit W2 Information. There are 2 options to edit W2 data:

Transcription

1 How to Edit W2 Information There are 2 options to edit W2 data: a. Recommended Method: Edit the data within the Payroll/Personnel module and re extract. How to Edit Employee History b. Edit the data directly in the W2. Please note if you re extract, all changes will be overwritten. This method does not make any changes within the Payroll/Personnel module itself, and therefore can only be viewed directly on the W2. 1. Log in to FundWare on the last day of the calendar year: 12/31/ Select Payroll/Personnel, W2 Processing, Edit W2 Information

2 3. At Employee Entry, type C to Change. At FICA type, 0 or 1 and press Enter. 4. At Employee, type the employee ID and press Enter.

3 5. At Enter field to be changed (0 to accept), type in the number of the field you wish to edit and press Enter. In this example, we will be editing field 15: Dependent Care. NOTE: You can view the fields by using Page Down on your keyboard. For more information on the fields use Page Down or review the document on the Federal and State Parameter. 6. Edit the current amount to the amount you wish to print on the W2 and press Enter. 7. At Enter field to be changed (0 to accept), type 0 and press Enter.

4 8. The bottom of the screen will say Employee history has been changed. Press Escape and then select C to Change another employee, or E to End.

5 9. If you Display W2 Information, the Mod column for this employee will say Yes, to indicate they were manually edited.

6 Field Definition Information data Soc Sec no Box 13 flags Box 14 flags Allocated tips Advanced EIC Federal tax Federal earn FICA tax FICA earn FICA tips Medicare tax These read-only fields are for your information only: Modified Indicates if the W-2 information has been modified previously. Print status Indicates if a W-2 form has been printed for this employee. Enter the employee s social security number. When editing an employee, this field is read-only. This information prints in Box d of the W-2 form. Enter an X if any of the following categories are applicable or leave the field blank. Statutory employee Retirement plan Third-party sick pay If a category is selected, an X appears in the applicable square in Box 13 of the W-2 form. Enter an X if you report Tribal Council information or leave the field blank. If you enter an X, the system will print Revenue Ruling in Box 14 of the W-2 form. Enter or edit the amount of allocated tips for the employee. This information prints in Box 8 of the W-2 form. Enter or edit the amount of advanced earned income credit for the employee. This information prints in Box 9 of the W-2 form. Enter or edit the amount of federal income tax withheld for the employee. This information prints in Box 2 of the W-2 form. Enter or edit the amount of total earnings (wages, tips, and other compensation) subject to federal taxes for the employee. This information prints in Box 1 of the W-2 form. Enter or edit the amount of Social Security tax withheld for the employee. This information prints in Box 4 of the W-2 form. Enter or edit the amount of total earnings (wages, tips, and other compensation) subject to Social Security tax for the employee. This information prints in Box 3 of the W-2 form. Enter or edit the amount of FICA tips for the employee. This information prints in Box 7 of the W-2 form. Enter or edit the amount of MED FICA withheld for the employee. This information prints in Box 6 of the W-2 form.

7 Field Definition Medicare earn Not sect 457 Dependent care Box 12 def comp Enter or edit the amount of total earnings (wages and tips) subject to MED FICA for the employee. This information prints in Box 5 of the W-2 form. Enter or edit the amount of distributions from a nonqualified plan or from both a nonqualified plan and a nongovernmental section 457 plan for the employee. This information prints in Box 11 of the W-2 form. Enter or edit the amount of dependent care benefits paid or incurred under section 129 for the employee. This information prints in Box 10 of the W-2 form. Enter or edit the amount of distributions for Box 12 deferred compensation (codes D, E, F, G, and H) for the employee. The cumulative amount for the employee is printed in the right section of Box 12. The letter code for the deferral category is printed in the left section of the form. Box 12 is divided into four entries. If an employee has more than four entries, FundWare will print additional W-2 forms until all Box 12 information has been printed. Box 12 misc Enter or edit the amount of distributions for Box 12 miscellaneous compensation (codes A, B, C, J, K, L, M, N, P, Q, R, S, T, V, W, Y, Z, AA, BB) for the employee. The cumulative amount for the employee is printed in the right section of Box 12. The letter code for the category is printed in the left section of the form. Box 12 is divided into four entries. If an employee has more than four entries, FundWare will print additional W-2 forms until all Box 12 information has been printed. Box 14 entries State tax Local tax Enter or edit the amounts in the three fields. (The field names assigned to the fields reflect your selections in field 38 of the federal parameter.) This information prints in Box 14 of the W-2 form. Type A to add a state entry or C to modify an existing state entry. Enter the two-character state code to be added or edited. Enter or edit the state code and ID number (State EIN), which print in Box 15 of the W-2 form. Enter or edit the amount of state tax withheld, which prints in Box 17 of the W-2 form. (Amounts with more than eight digits are truncated on the W-2 form.) Enter or edit the amount of total state earnings (wages, tips, and other compensation), which prints in Box 16 of the W-2 form. (Amounts with more than eight digits are truncated on the W-2 form.) Type A to add a local tax entry or C to modify an existing local tax entry. Enter the two-character state code for the locality to be added or edited. Enter the name of the locality, which prints in Box 20 of the W-2 form. Enter or edit the state code and ID number (State EIN) for the locality, which print in Box 15 of the W-2 form. Enter or edit the amount of local tax withheld, which prints in Box 19 of the W-2 form. (Amounts with more than eight digits are truncated on the W-2 form.) Enter or edit the amount of total state earnings (wages, tips, and other compensation), which prints in Box 18 of the W-2 form. (Amounts with more than eight digits are truncated on the W-2 form.)