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This page is currently being edited by {{ model.editingBy }}.SmartFusion Modules > Payroll > Payroll > Taxes > W-2 Summarization Report
Recent Updates:
6.94 - Added a report to only show payroll checks that have a supernumerary pay type and exclude them from the regular W-2 Summarization Report
6.15 - Excluded employees with no taxable wagesOverview
The W-2 summarization report includes a summarization of the information on the employee’s W-2 form. It provides a convenient way to preview and audit W-2 information to confirm that it is correct before the W-2’s are printed. It can also be used as a hard copy report to support the W-2 information.
The report displays an "*" next to the employee name to indicate an exception was found on the employee and negative amounts are shown in red.
A separate report will be generated for any payroll checks which have a W2 pay type of Supernumerary. This does not include checks that were generated through Special Compensation.
Selection Criteria
Report Sequence - Name (default), Class, Department and Location
Output Options - Detail and Summary
Period to Report - Current (enter a current payroll date), Current Quarter, Fiscal Year, Month, Quarter 1, Quarter 2, Quarter 3, Quarter 4, and Year (calendar year)
Print Exceptions Only - Use this option to run report for only the employees with negative amounts that will cause problems when reporting to the IRS