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Validating 941 and W-2 Information

Use the Taxable Income Summary report, with the Date Paid option, to validate information on the 941 and W-2 forms. This report may be printed in a Detail format displaying each payroll check or as a composite of all payroll checks that were created for the date range specified, for example, for the month, quarter, or year. Taxable income amounts and the figures that constitute salaries included on the 941 and W-2 forms are generated from the detail lines.

  1. Go to Reports → Payroll Reports → Summaries → Taxable Income Summary

    Navigation path to Taxable Income Summary report.

  2. Under Search, enter your Date Range by Date Paid.

    Taxable Income Summary window with Search highlighted in the left sidebar.

  3. Under Report, you can choose the Composite or Detail Report Format.

    Taxable Income Summary window with Report highlighted in the left sidebar and Report Format Options highlighted

  4. Click Refresh to see a preview of the report and then Print or Export as desired.

    Taxable Income Summary with the Print, Export, and Refresh options highlighted.

The total of all four quarterly 941 forms for a year should equal the amounts on the W-3 form.

For tips on how to format and customize a report, check out Report Setup Window.

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