Edit Employee W-2 Data

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This window is accessed by clicking the Edit W-2 Data on the Generate W-2s window, under the Review option.

From this window, you can view and manually edit W-2 data for employees before generating the W-2 forms. If you run a preview of your W-2s, and notice there is an error or missing data, you can open the Edit Employee W-2 Data window and make changes directly in the window. Any changes made are stored in a separate table and do not affect the source tables.

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If you make changes to an employee's W-2 data, you can choose to generate your W-2s with the edited data or the original data using the checkboxes on the Review W-2s or Generate W-2s sections.

If you want to make any changes to an employee's record permanent, you need to go to the source tables and update the information there. Changes made on the Edit Employee W-2 Data window are not reflected in the source tables.