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 Reporting > W-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.