This tutorial shows how to Edit W2 Form Box 12 and/or 14 inside Payroll Mate®.
A deduction and/or tax category can be included on the W2 Form in Box 12 and/or Box 14. If this was not set up initially, follow the steps below to edit Box 12 and/or Box 14 on Form W2.
Summary of Steps
This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.
Make sure you have the correct Company open inside Payroll Mate
*Deduction Category
- Click → Company from shortcuts
- Click → Deduction Categories
- Select correct deduction category
- Click → Edit
- Select correct W2 Options as needed
- Enter W2 code to use for the applicable box
- Click → OK
*Tax Category
- Click → Company from shortcuts
- Click → Tax Categories
- Select correct tax category
- Click → Edit
- Edit W2 Options as needed
- Click → OK
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