Fix Employee Tax Information

 

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Expand/Collapse item  Overview

If an employee's state, local, or federal tax information is inaccurate, you can manually correct the information. You may need to do this before printing the W-2 form.

Expand/Collapse item  Before You Begin

Print an employee tax summary detail listing to retain as an audit trail before making any modifications. You must have the appropriate security set up to fix employee tax information.

 

Use one or both of the following methods to fix employee tax information:

 

Warning Make a back-up of the Payroll file before editing employee tax information. Edits made using these procedures overwrite the employee's file.

To fix employee state and local tax information

  1. Select Payroll Main menu > Employee Maintenance.

  2. Enter the employee number.

  3. Click Tax Summary.

  4. Enter the state tax and local tax codes.

  5. Click Fix to edit the employee's state and local tax information.

  6. Click OK.

The employee's state and/or local tax information is fixed.

 

To fix employee federal tax information

  1. Select Payroll Main menu > Employee Maintenance.

  2. Enter the employee number.

  3. Click Tax Summary.

  4. Click Federal.

  5. In the Federal Tax Summary window, click Fix to edit the employee's federal tax information.

  6. Click OK.

The employee's federal tax information is fixed.

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