{"id":112898,"date":"2024-01-12T11:08:08","date_gmt":"2024-01-12T11:08:08","guid":{"rendered":"http:\/\/192.168.1.22:8080\/asksage\/?p=112898"},"modified":"2024-01-12T11:08:08","modified_gmt":"2024-01-12T11:08:08","slug":"add-items-to-w-2-sage-50","status":"publish","type":"post","link":"https:\/\/www.askforaccounting.com\/sage\/add-items-to-w-2-sage-50\/","title":{"rendered":"Add Items to W-2 Sage 50"},"content":{"rendered":"\n<p>Follow the below steps to add tax items to form W-2 including Box 12 and Box 14 to Box 14.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_81 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.askforaccounting.com\/sage\/add-items-to-w-2-sage-50\/#How_to_Add_Items_to_W-2_Sage_50_Including_Box_12_and_Box_14\" >How to Add Items to W-2 Sage 50 Including Box 12 and Box 14<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.askforaccounting.com\/sage\/add-items-to-w-2-sage-50\/#Method_1_Assign_tax_fields\" >Method 1: Assign tax fields<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.askforaccounting.com\/sage\/add-items-to-w-2-sage-50\/#Method_2_Manually_insert_a_column_into_the_W-21099_Preparer_grid\" >Method 2: Manually insert a column into the W-2\/1099 Preparer grid<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.askforaccounting.com\/sage\/add-items-to-w-2-sage-50\/#Method_3_Put_values_manually_into_a_column_on_the_grid_for_the_W-21099_Preparer\" >Method 3: Put values manually into a column on the grid for the W-2\/1099 Preparer<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.askforaccounting.com\/sage\/add-items-to-w-2-sage-50\/#Tips_to_Add_a_Payroll_Tax_Field_to_Box_12_Sage_50_W-2s\" >Tips to Add a Payroll Tax Field to Box 12 Sage 50 W-2s?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.askforaccounting.com\/sage\/add-items-to-w-2-sage-50\/#Method_1_Add_a_Payroll_Field\" >Method 1: Add a Payroll Field<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.askforaccounting.com\/sage\/add-items-to-w-2-sage-50\/#Method_2_Add_the_Tax_Field_to_Box_12_for_the_W-2\" >Method 2: Add the Tax Field to Box 12 for the W-2<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.askforaccounting.com\/sage\/add-items-to-w-2-sage-50\/#Method_3_Remove_a_Field_from_Box_12\" >Method 3: Remove a Field from Box 12<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.askforaccounting.com\/sage\/add-items-to-w-2-sage-50\/#Method_4_Manually_add_the_column_to_the_W2_grid\" >Method 4: Manually add the column to the W2 grid<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Add_Items_to_W-2_Sage_50_Including_Box_12_and_Box_14\"><\/span>How to Add Items to W-2 Sage 50 Including Box 12 and Box 14<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Method_1_Assign_tax_fields\"><\/span>Method 1: Assign tax fields<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You have to click <strong>Maintain<\/strong>, then <strong>Payroll<\/strong>, and click on <strong>Payroll Settings<\/strong>.<\/li>\n\n\n\n<li>On the Taxes menu, you have to select <strong>Assign Tax Fields<\/strong>.<\/li>\n\n\n\n<li>Choose <strong>W-2 Fields<\/strong>.<\/li>\n\n\n\n<li>Then you have to click <strong>Finish<\/strong> after selecting <strong>OK<\/strong>.<\/li>\n\n\n\n<li>Open the W2 forms to ensure that the new columns have been assigned.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Method_2_Manually_insert_a_column_into_the_W-21099_Preparer_grid\"><\/span>Method 2: Manually insert a column into the W-2\/1099 Preparer grid<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Right-click near the area where you wish to add a column in the W2\/1099 <strong>Preparer grid<\/strong>.<\/li>\n\n\n\n<li>There will be a window to <strong>insert a column<\/strong>.<\/li>\n\n\n\n<li>In the field labeled <strong>Enter the name<\/strong> of the new column, type a value.<\/li>\n\n\n\n<li>Enter the default <strong>dollar amount<\/strong> for all employees in the Default cell value for the column field if applicable; otherwise, leave this field empty.<\/li>\n\n\n\n<li>The new column will display after you click <strong>OK<\/strong>.<\/li>\n\n\n\n<li>Choose the <strong>proper W-2 field<\/strong> for the column by clicking the drop-down arrow at the top of the new column.<\/li>\n\n\n\n<li>The field is now prepared for the input of W-2 dollar values.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Method_3_Put_values_manually_into_a_column_on_the_grid_for_the_W-21099_Preparer\"><\/span>Method 3: Put values manually into a column on the grid for the W-2\/1099 Preparer<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the field, make a <strong>left<\/strong> click.<\/li>\n\n\n\n<li>You can either type in the <strong>desired value<\/strong> or choose it from a drop-down menu.<\/li>\n<\/ul>\n\n\n\n<pre class=\"wp-block-code\"><code><strong>Related post<\/strong>:- <a href=\"https:\/\/askforaccounting.com\/sage\/print-efile-w2-forms-sage-50\/\">Sage 50 W2 Forms E-filing\/Printing<\/a><\/code><\/pre>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Tips_to_Add_a_Payroll_Tax_Field_to_Box_12_Sage_50_W-2s\"><\/span>Tips to Add a Payroll Tax Field to Box 12 Sage 50 W-2s?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Method_1_Add_a_Payroll_Field\"><\/span>Method 1: Add a Payroll Field<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Begin by selecting <strong>Maintain<\/strong>, then you have to click <strong>Default Information<\/strong>, then you have to click on <strong>Employees<\/strong>.<\/li>\n\n\n\n<li>Then you have to select the <strong>Employee Fields<\/strong> tab.<\/li>\n\n\n\n<li>Now, on the first available line you have to enter the desired Field Name.<\/li>\n\n\n\n<li>As needed you have to <strong>set the field<\/strong> options\n<ul class=\"wp-block-list\">\n<li>Check Memo if the field is record-only.<\/li>\n\n\n\n<li>If there isn&#8217;t a Note field, you have to choose a G\/L Account.<\/li>\n\n\n\n<li>If a calculated field is present, check Calculate and then the required Formula.<\/li>\n\n\n\n<li>Check Run to see if the field balance should transfer over to the following payroll year.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Lastly, you have to select <strong>OK<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Method_2_Add_the_Tax_Field_to_Box_12_for_the_W-2\"><\/span>Method 2: Add the Tax Field to Box 12 for the W-2<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You have to choose <strong>Maintain<\/strong>, <strong>Payroll<\/strong>, then you have to click <strong>Payroll Settings<\/strong>.<\/li>\n\n\n\n<li>Then you have to select <strong>Taxes<\/strong>, <strong>Assign Tax Fields<\/strong>, and then you have to select <strong>W-2 Fields<\/strong>.<\/li>\n\n\n\n<li>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 <strong>payroll tax field<\/strong> you need.<\/li>\n\n\n\n<li>Select the <strong>appropriate code<\/strong> for your tax field that is under the title Use Code.<\/li>\n\n\n\n<li>Then you have to select <strong>OK<\/strong> and then select <strong>Finish<\/strong>.<\/li>\n\n\n\n<li>For Box 12 now your tax field will appear in your W-2s<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Method_3_Remove_a_Field_from_Box_12\"><\/span>Method 3: Remove a Field from Box 12<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Begin by selecting <strong>Maintain<\/strong>, <strong>Payroll<\/strong>, and then <strong>Payroll Settings<\/strong>.<\/li>\n\n\n\n<li>Then you have to select <strong>taxes<\/strong>, <strong>Assign Tax Fields<\/strong>, and then you have to select <strong>W-2 Fields<\/strong>.<\/li>\n\n\n\n<li>For the desired field you have to clear the Include and Use Code boxes on the line and then you have to select <strong>Ok<\/strong>.<\/li>\n\n\n\n<li>Lastly, you have to select <strong>Finish<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Method_4_Manually_add_the_column_to_the_W2_grid\"><\/span>Method 4: Manually add the column to the W2 grid<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>You can use this method in case you want to manually add the information to the W2.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Start by selecting <strong>Maintain<\/strong>, <strong>Payroll<\/strong>, and <strong>Payroll Settings<\/strong>.<\/li>\n\n\n\n<li>Then you have to click <strong>Taxes<\/strong>, <strong>Assign tax Fields<\/strong>.<\/li>\n\n\n\n<li>Now you have to click <strong>W-2 Fields<\/strong>.<\/li>\n\n\n\n<li>In the W-2 Box 12 section you have to click on the first available Include field.<\/li>\n\n\n\n<li>Then you have to select the relevant <strong>payroll field<\/strong> from the drop-down list.<\/li>\n\n\n\n<li>From the Use Code drop-down list, you have to select <strong>DD<\/strong> on the same line.<\/li>\n\n\n\n<li>Then you have to click <strong>OK<\/strong> and click on <strong>Finish<\/strong>.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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 Method 2: Manually insert a column into the W-2\/1099 Preparer grid Method 3: Put values manually &#8230; <a title=\"Add Items to W-2 Sage 50\" class=\"read-more\" href=\"https:\/\/www.askforaccounting.com\/sage\/add-items-to-w-2-sage-50\/\" aria-label=\"Read more about Add Items to W-2 Sage 50\">Read more<\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"single-with-sidebar","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[3],"tags":[],"class_list":["post-112898","post","type-post","status-publish","format-standard","hentry","category-sage-accounting"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"Lawrence Flanagan","author_link":"https:\/\/www.askforaccounting.com\/sage\/author\/openfolderbin\/"},"_links":{"self":[{"href":"https:\/\/www.askforaccounting.com\/sage\/wp-json\/wp\/v2\/posts\/112898","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.askforaccounting.com\/sage\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.askforaccounting.com\/sage\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.askforaccounting.com\/sage\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.askforaccounting.com\/sage\/wp-json\/wp\/v2\/comments?post=112898"}],"version-history":[{"count":0,"href":"https:\/\/www.askforaccounting.com\/sage\/wp-json\/wp\/v2\/posts\/112898\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.askforaccounting.com\/sage\/wp-json\/wp\/v2\/media?parent=112898"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.askforaccounting.com\/sage\/wp-json\/wp\/v2\/categories?post=112898"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.askforaccounting.com\/sage\/wp-json\/wp\/v2\/tags?post=112898"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}