Running the W-2 Box Report

Use the W-2 Box Report form to display the values reported in each box of the employee's Form W-2. You can run this report at the employer or client level.

Note:  This form does not use Client Access Group Security.

To run the W-2 Box report:

1. On the Work Centers panel, select Tax > W-2 Processing > W-2 ReportingW-2 Box Report.
2. Complete these fields as required:

Field

Description

Employer ID

Limits the report to a specific employer.

Client ID

Limits the report to a specific client.

Last Name

The employee's last name.

Tax Year

Year in which the report is being run.

Zip Code Above or Equal To

Five digit zip code for an employee that is above or equal to a specific value.

Zip Code Below or Equal To

Five digit zip code for an employee that is below or equal to a specific value.

Box 12 Code

The code for the amount to be reported in Box 12 of the Federal W-2 form. (Note: You can select a one-character or two-character alphabetic code.)

3. Click Process. When complete, the report displays.

Note:  When you withhold federal and/or state income tax for W-8 employees, this data for the W-8 employees will be omitted from the W2 and W2C builds. Consequently, this report in PrismHR will not include data for W-8 employees.