Add Items to W-2 Sage 50

Follow the below steps to add tax items to form W-2 including Box 12 and Box 14 to Box 14.

How to Add Items to W-2 Sage 50 Including Box 12 and Box 14

Method 1: Assign tax fields

• You have to click Maintain, then Payroll, and click on Payroll Settings.
• On the Taxes menu, you have to select Assign Tax Fields.
• Choose W-2 Fields.
• Then you have to click Finish after selecting OK.
• Open the W2 forms to ensure that the new columns have been assigned.

Method 2: Manually insert a column into the W-2/1099 Preparer grid

• Right-click near the area where you wish to add a column in the W2/1099 Preparer grid.
• There will be a window to insert a column.
• In the field labeled Enter the name of the new column, type a value.
• Enter the default dollar amount for all employees in the Default cell value for the column field if applicable; otherwise, leave this field empty.
• The new column will display after you click OK.
• Choose the proper W-2 field for the column by clicking the drop-down arrow at the top of the new column.
• The field is now prepared for the input of W-2 dollar values.

Method 3: Put values manually into a column on the grid for the W-2/1099 Preparer

• On the field, make a left click.
• You can either type in the desired value or choose it from a drop-down menu.

Related post:- Sage 50 W2 Forms E-filing/Printing

Tips to Add a Payroll Tax Field to Box 12 Sage 50 W-2s?

Follow the below steps to add a payroll tax field to box 12 on my W-2s, include a payroll field in box 12 on my W-2s, and remove a field from box 12 on my W-2s.

Method 1: Add a Payroll Field

• Begin by selecting Maintain, then you have to click Default Information, then you have to click on Employees.
• Then you have to select the Employee Fields tab.
• Now, on the first available line you have to enter the desired Field Name.
• As needed you have to set the field options
  • Check Memo if the field is record-only.
  • If there isn’t a Note field, you have to choose a G/L Account.
  • If a calculated field is present, check Calculate and then the required Formula.
  • Check Run to see if the field balance should transfer over to the following payroll year.
• Lastly, you have to select OK.

Method 2: Add the Tax Field to Box 12 for the W-2

• You have to choose Maintain, Payroll, then you have to click Payroll Settings.
• Then you have to select Taxes, Assign Tax Fields, and then you have to select W-2 Fields.
• Click the down arrow button that is under the title Include that is under the heading W-2 Box 23, and then you have to select the payroll tax field you need.
• Select the appropriate code for your tax field that is under the title Use Code.
• Then you have to select OK and then select Finish.
• For Box 12 now your tax field will appear in your W-2s

Method 3: Remove a Field from Box 12

• Begin by selecting Maintain, Payroll, and then Payroll Settings.
• Then you have to select taxes, Assign Tax Fields, and then you have to select W-2 Fields.
• For the desired field you have to clear the Include and Use Code boxes on the line and then you have to select Ok.
• Lastly, you have to select Finish.

Method 4: Manually add the column to the W2 grid

You can use this method in case you want to manually add the information to the W2.

• Start by selecting Maintain, Payroll, and Payroll Settings.
• Then you have to click Taxes, Assign tax Fields.
• Now you have to click W-2 Fields.
• In the W-2 Box 12 section you have to click on the first available Include field.
• Then you have to select the relevant payroll field from the drop-down list.
• From the Use Code drop-down list, you have to select DD on the same line.
• Then you have to click OK and click on Finish.