Period-end tasks

To select categories for W-2 boxes 10 through 14


The amounts in most of the boxes on Form W-2 are extracted from your AccountEdge company file and automatically entered for you by AccountEdge. However, information in boxes 10 through 14 may or may not be needed, depending on your company's reporting requirements.

Use the Set Up W-2 Forms window to select payroll categories for W-2 boxes 10 through 14. You'll find two lists in the W-2 window. The list on the left side of the window is labelled "W-2 Boxes." This list displays the name and number for boxes 10 through 14 on the W-2 form. The scrolling list on the right side of the window ("Select Box Categories") displays the wages, deductions and tax categories that can be used to calculate the amounts in each box.

When you click a field in the W-2 Boxes list, the title of the "Select Box Categories" list changes to show the name of the field you clicked on the left. To mark the categories that will be used to calculate each W-2 box:

  1. Highlight a box name in the W-2 Boxes list. Then, in the "Select Box Categories" list, click the wage, deduction and tax category items that should be used to calculate the total amount for the W-2 box you chose.


    When you select a wage, deduction or tax in the "Select Box Categories" list, a mark will appear in that item's Select column. If you need to unmark an item, simply click it again.
  1. Follow this step for each W-2 box to which you need to assign a payroll category. Then return to the procedure To set up Forms W-2 and W-3 and continue with step 6.


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