Review Employees' W-2s
Review and confirm that all of your employees' W-2 information is correct.
- You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- On the Tax Forms tab, select the reporting year.
- Click Review Data beside W-2.
- Review your employees' total annual wages and withholdings, and confirm that it is correct.
- Review your overall total for Form W-3, and also confirm that it is correct.
- If your totals are correct, click Done.
Enter Locality Names
Enter the short name of each location in which your local taxes are withheld.
- You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- On the Tax Forms tab, select the reporting year.
- Click Review Data beside W-2.
- Click Locality Names.
- In 10 characters or less, enter the names of the locations in which your local taxes are withheld.
- Click Save.
Print a W-2 Totals List
Print a list of your employees' W-2 totals.
- You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- On the Tax Forms tab, click Review Data beside W-2.
- Click . A preview of your report displays.
- Click the printer icon for a physical copy or Download for a PDF.
Adjust an Employee's W-2 Totals
Adjust an employee's total annual wages, adjustments, or withholdings.
- You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- On the Tax Forms tab, click Review Data beside W-2.
- Click beside an employee's totals, and select Adjust W-2 Totals. This opens a new tab in your browser.
- Make any necessary changes, then click Save.
- Return to the Review Employee Totals page, and click Refresh Data to reflect your adjustments.