PSA Payroll - Forms: (W-2 Setup) Deduction/Benefits for Boxes 10, 11, 12 and 14

How to set up payroll deductions and benefits so the amounts will print in the correct box on the Form W-2

To begin, go to Payroll → Forms → W-2 Setup.
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When you get to the screen, it should be populated with all deductions/benefits that are not System deductions (e.g. Federal withholding). There you can choose the W-2 box where the deduction should print, and enter the W-2 Code.  The amounts and codes that appear on the W-2 can be edited before printing the Form.
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For guidance on Form W-2 and box codes, go to IRS.GOV and search for Form W-2,  or consult a tax professional.

 


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