W-2s

W-2 Record ID

Record #

Displays the system-assigned record number.

Employee

Displays the employee associated with the W-2 record.

Press F3 to look up the value.

If a value is already selected, you can press F4 to open the record in its native editor.

W-2 tab

Description

A description of the W-2 record.

End Date

Displays the end date specified when the W-2 was processed. W-2 information was generated through this date.

Notice Type

The type of W-2 notice sent to the employee. Valid types are:

• Mail
• Email
• Web
• Other

Notice Date

The date the W-2 notice was sent to the employee.

W-3

The W-3 record the W-2 is associated with.

Custom tab

This tab is visible if custom fields exist for the entity. At a minimum, if there are custom fields, a Fields subtab will be present. One or more additional categories of subtabs may also be visible.

Fields subtab

This tab prompts for values for any custom fields set up for entity records of this entity type. Respond to the prompts as appropriate.

References subtab

This tab is visible if other records reference the current record.

Reference

From the drop-down list, select the custom field to view references for. Reference custom fields have the following format: PackageName.EntityName.CustomFieldName.

Example

Suppose a custom field exists on PRCodes that references an ARCode. On the ARCode record, on the Custom > References subtab, you can view all the PRCodes which reference that ARCode.

Exchange Folder subtab

This tab is visible only if you set up a custom field with a data type of "Exchange Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified Exchange folder.

File subtab

This tab is visible only if you set up a custom field with a data type of "File". The label on the tab is the name assigned to the custom field.

This tab renders the contents of the specified file according to its file type.

Internet Address subtab

This tab is visible only if you set up a custom field with a data type of "Internet Address". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified web page.

Network Folder subtab

This tab is visible only if you set up a custom field with a data type of "Network Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified network folder.

Notes tab

The Notes pane shows the Notes HD view filtered to show all notes for the selected W-2.

Double-click a row in the pane to drill down to its record in the Note window.

Attachments tab

The Attachments tab is visible if any record for a given entity has an attachment. If the Attachments tab is not visible, this implies that no record of the entity type has an attachment on it; however, once an attachment is added to any record of the entity type, the Attachments tab will become available.

W-2 Primary Attachment

The PDF that is designated as the primary W-2 attachment. By default this is the copy of the W-2 which contains federal amounts. This is also the copy which is available in the Employees Self-Serve menu if you have a Self-Serve website. If you need to designate a different attachment as primary, select it from the drop-down list.

Important!

The IRS has rules about when you can furnish W-2 forms online instead of paper W-2 forms. There are no restrictions on furnishing both online and paper forms.

See IRS Publication 15-A for more details. Click here to see a relevant excerpt from the publication.

Attachments

The list box shows the files which are attached to the current record. Highlight a file name to preview the file in the adjacent pane. Double-click a file name to open the file in its native editor.

Preview pane

If a file name is highlighted in the Attachments list box, this pane shows a preview of the file contents.

Other tab

Memo tab

To include additional information about this record not collected elsewhere, enter it in this text box. This area supports common keyboard shortcuts such as Ctrl+C to copy and Ctrl+V to paste.

Timestamps tab

This tab shows the user who created this record and the date and time of creation as well as the user, date, and time of the latest modification to the record.