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Correcting Taxable or W-2 Information Not Set Up Correctly

With un-posted payrolls, on the detail tab ,the W-2 information can be changed. For example, a Minister’s Housing was not marked as being exempt from Box 1 of the W-2. This change can be made on the payroll record if it has not been posted to the ledger.

  1. To make a change on a payroll record, go to Program → Payroll → Payroll Records.

    Navigation path to Payroll Records.

  2. Find and select the payroll record you need and click Change from the left sidebar.

    Payroll Records window with a record selected and change highlighted in the left sidebar.

  3. Click the Details tab and make any necessary changes. Save all your changes.

    Payroll records window in change mode with the Details tab and the save button highlighted.

Another option is to enter a payroll record to adjust the W-2 totals. If an adjusting record is entered, the Date Paid must be filled in, and the Do not print or post checkbox would be checked.

Payroll Records window with an arrow pointing to the Date Paid and Do not print or post checkbox.
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