W-2 Setup

Use this page to select the benefits, deductions, hours codes and other taxes to be used for boxes 10, 12 and 14.

Fields

Field	Description
Year	Tax year. The current year is the default selection.
Box	Box to set up. The available selections are Box 10, Box 12 and Box 14.
Box Code	Codes that may be set up for boxes 12 and 14. This field is disabled when the Box selection is Box 10. For Box 12 or Box 14, click in the field to select from a drop-down list of available codes. The codes for Box 12 are hard-coded. The Box 12 code for aggregate health care reporting is DD. The Box 12 code for Permitted Benefits Under a Qualified Small Employer Health Reimbursement Arrangement is FF. Selecting this code enables the Benefits, Deductions and Hours Codes multi-select list box tabs for selections. The Create W-2 process totals the values from these selections and add the total to the employee's Box 12 FF. The amount may be edited on the W-2 Employee page. If you have imputed income set up for an employee, Box 12 populates with the letter C and the imputed income amount. The codes for Box 14 come from Validation Set 265 (W-2 Box 14 Code) and may be set up by your organization. To add a code to Validation Set 265, hold down the <Ctrl> key, and click in the Box Code field. The Validation Set Values List 265-W2 Box 14 Code pop-up opens, containing a grid of existing Box 14 codes and a New button for adding more.

Field

Description

Year

Tax year. The current year is the default selection.

Box

Box to set up. The available selections are Box 10, Box 12 and Box 14.

Box Code

Codes that may be set up for boxes 12 and 14. This field is disabled when the Box selection is Box 10.

For Box 12 or Box 14, click in the field to select from a drop-down list of available codes.

The codes for Box 12 are hard-coded.

The Box 12 code for aggregate health care reporting is DD.

The Box 12 code for Permitted Benefits Under a Qualified Small Employer Health Reimbursement Arrangement is FF. Selecting this code enables the Benefits, Deductions and Hours Codes multi-select list box tabs for selections. The Create W-2 process totals the values from these selections and add the total to the employee's Box 12 FF. The amount may be edited on the W-2 Employee page.

If you have imputed income set up for an employee, Box 12 populates with the letter C and the imputed income amount.

The codes for Box 14 come from Validation Set 265 (W-2 Box 14 Code) and may be set up by your organization. To add a code to Validation Set 265, hold down the <Ctrl> key, and click in the Box Code field. The Validation Set Values List 265-W2 Box 14 Code pop-up opens, containing a grid of existing Box 14 codes and a New button for adding more.

Use the multi-select list boxes to select the benefits, deductions, hours codes and other taxes to be included for each Box-Box Code combination.

Note: The Hours Codes list boxes are disabled for Box 10, the Other Taxes list boxes for boxes 10 and 12.

After making all of your selections for a Box-Box Code combination, click Save and repeat for all remaining combinations.

To see help for another page in the W-2 Processing workflow, click the appropriate link provided below:

Create W-2 Transmittal