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 Overview

If an employee's wage or tax information is inaccurate, you can manually correct the information. You may need to do this before printing or electronically filing W-2 forms.

You must have the appropriate security setup to manually edit tax information.

 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.

 

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

 

To fix employee tax information

1. Select Payroll Main menu > Employee Maintenance.

2. Enter the employee number.

3. Click the arrow in the top-right corner of the screen, and select Tax Summary.

4. In the Employee Tax Summary window, select the tax group for which you need to make corrections.

5. Click the arrow button in the top-right corner of the screen and select Detail.

6. In the Employee Tax History Detail window, click the Tax History Detail drill down button.

   Note Click the Hide / Show Capped Wages button to determine whether capped wages are included in the grid.

7. In the Employee Tax History Detail Drill Down window, do one of the following

   • Click the Fix button to edit any of the amount fields other than the Other Tax fields.
   • To edit a tax amount that is reflected in an Other Tax column, click the drill down button next to the other tax amount. Then, in the Employee Other Tax History Detail Drill Down window, click the Fix button.

8. Edit the amount(s) as needed and then click OK.

The employee's tax information is fixed.