W-2 Corrections

Hello again, it is tax season and time to process your W-2s.  While it is important to get your W-2s out as quickly as possible, it is also very important to verify that the information is accurate.

W-2 amounts can be corrected within the Aatrix grid when processing, but we recommend you make any corrections to the employee record first.  This ensures that changes are not only on the W-2s, but are also saved on the employee record.
There are a few different reports that will assist with reconciling your W-2 amounts:

1. Adjusted Gross Wage Report 
2. Payroll Register Report 

These reports will cover the majority of boxes on the W-2 form.  The employee record or Configuration can be used to verify the remaining fields.  For more information on the breakdown of W-2 boxes and to see which other reports/areas are best suited to reconcile W-2 information: https://kb.blackbaud.com/articles/Article/50925
If you have employees that need corrections, you need two things:

1. What box needs to be fixed
2. How much does the box need to be fixed by

Once you have that information, you can use the W-2 Wizard for step by steps instructions that will walk you through correcting any box amount or field information.

Happy Filing!
For more information on Tax Season Tips and other useful resources Visit the Blackbaud Community.