Edit Forms W-2 (U.S.) screen

Use the Edit Forms W-2 screen to verify the accuracy of the information on your Forms W-2 and modify the information as needed. This form is only applicable to U.S. companies.

There are a few reasons that you might want to modify this information, including:
  • You don't have complete payroll data entered for the tax year because it was your first year using ProContractor and you didn't load your initial balances.
  • You haven't properly set up all of the needed payroll fringes and deductions in ProContractor.
  • Some of the data is based on the Employee record from the last payroll of the year, so if there were any changes during the year, it's possible some of the information could be incorrect.
  • Additional earnings need to be added for tax reporting purposes.

To open the Edit Forms W-2 screen, click Employees > Quarter and Year End > Edit Forms W-2 in the All Tasks pane.

Important: If you use Aatrix W-2 report filing, Aatrix provides the option to review and edit information before filing reports. Certain edits to Forms W-2 require different actions:
Edits to the Box -14 COVID tab
Use the ProContractor Edit Forms W-2 screen before you launch Aatrix. Changes to this tab will flow through to Aatrix.
All other W-2 edits
Use Aatrix to make edits. If you use the ProContractor Edit Forms W-2 screen to edit any values besides those on the Box 14 COVID tab, they will NOT be reflected in the W-2s in Aatrix.
Note: If you modify any vendor or employee information on this screen, ProContractor uses the new values on any tax forms for the active tax year. However, the changes aren't saved in the vendor, payroll settings, or employee record. If you need to make any changes permanent, you must also modify the Vendor screen, the Payroll Settings screen, or the Employee screen.

Use the IRS website (www.irs.gov/instructions/iw2w3/) for the most up-to-date information when reviewing forms W-2.

For more information about working with this form, see the following topics:
Note: The Edit Forms W-2 screen is a step in the end-of-year payroll process. The next step can vary:
  • If you want to print Forms W-2, the Print Forms W-2 screen is the next step.
  • If you want to file Forms W-2 electronically, the Electronic Filing screen is the next step.