Access Employee Subtotals

View the current yearly Subtotals for an Employee, for W2s, Earnings and Deductions.

Quarterly totals of the employee's Gross Pay.

Year to Date Deduction totals are tracked in Special W-2 YTD Totals. Each field is prefaced with which box on the W2 the total will populate.

- Select to create an individual W2.

 

Earnings

A subtotal of all current earnings by earning code and totaled by Quarter and Year To Date.

- Select to Edit to correct any information for the selected Earning Code.

- Add an Earning subtotal for the selected employee.

- Delete an Earning subtotal.

 

Earning displays the earning codes used to process the Employee's payroll will be listed.

Standard displays the Standard amount of pay for the earning code.

The Current amount of pay.

 

Quarter 1- Total for Quarter 1.

Quarter 2- Total for Quarter 2.

Quarter 3- Total for Quarter 3.

Quarter 4- Total for Quarter 4.

Year To Date- The Year To Date earnings for the Earning code.

 

As an Earning code is selected, additional information such as the name of the Earning code is displayed.

Deductions

A subtotal of Deductions by Deduction Code and totaled by Quarter and Year To Date.

- Select to Edit to correct any information for the selected Deduction.

- Add an Deduction subtotal for the selected employee.

- Delete an Deduction subtotal.

Code displays the Deduction Code ID.

YTD Limit will indicate if any Year To Date Limit has been indicated on the Deduction Code, it will be included in this column.

Standard displays the Standard amount of pay for the Deduction code.

The Current amount of pay.

 

Quarter 1- Total for Quarter 1.

Quarter 2- Total for Quarter 2.

Quarter 3- Total for Quarter 3.

Quarter 4- Total for Quarter 4.

Year To Date- The Year To Date earnings for the Deduction code.

As a Deduction code is selected, additional information such as the name of the Deduction code is displayed.

The name of the Deduction selected displays.

401k Match indicates the amount of 401k matched by the employer.

Roth 401k Match indicates the amount of Roth 401k matched by the employer.

Prior Year Deduction Amount displays the amount of deduction for the prior year.

Prior Year 401k Match displays the amount of 401k matched by the employer for the prior year.

Prior Year Roth 401k Match indicates the amount of Roth 401k matched by the employer for the prior year.