Set up a Formula, Pay, Deduction, or Fringe ID in box 12 or 14 on the W-2 form:
Note: Federal and state taxes are added to the W-2 form automatically. If a tax is missing from your W-2, confirm that you are on the latest version of Sage 300 Construction and Real Estate and see the links below.
- In Payroll, from the Tools menu, select Modify Forms, W-2 Forms.
- Select the W-2 form, and click on the Amounts tab.
- Click the box where you want the value to print.
- Select Pays, Deducts, Fringes, or Formulas.
- Double-click the correct ID or formula.
- Enter the appropriate W-2 code for the box content description.
Tip: For a full list of box 12 codes, see the Payroll Help Topic "About box 12 on W-2 forms." For a full list of box 14 codes, see the Payroll Help Topic "About box 14 on W-2 forms." - Click Save and Close.
Note: The steps above will add amounts to the W-2 when generating new forms. If you are filing previously saved forms or corrections to previously filed forms, you will need to add the amounts to the W-2/1099 Preparer manually. See How do I add a column to the Aatrix W-2 grid?
If you have verified the form setup and the amounts are still not prefilling on your W-2s, see the links below.