Employee Information - W-2 Tab

Access this tab using Maintain>Payroll>Employee Information.

Use this tab to enter information about this employee's W-2 and to indicate if this is a Medicare Qualified Government Employee (MQGE).

When a W-2 Box 13 item is selected, the system prints the information on the employee's W-2.

Also, select to issue the employee's W-2 and/or 1095 electronically using Aatrix® and include the employee' email address.

 

Medicare Qualified Government Employee: Select this check box if you are a government employer and the employee is a Medicare Qualified Government Employee.

Box 13 Items Statutory Employee, Retirement Plan, Third-Party Sick Pay: Select the check box for each category that applies to this employee.

Electronic Employee W-2/1095

• Issue employee W-2 electronically using Aatrix®: Select the check box if the employee wants Aatrix® to issue their W-2 electronically.

• Issue Electronic Form 1095: Select the check box if the employee wants Aatrix® to issue their Form 1095 electronically. Aatrix® will notify the employee by email and the employee Form 1095 for employee electronic download.

• Email: The system displays the email address if available; otherwise, enter the employee's email address to send their W-2/1095 notification. (The default is the Employee Residence Email address entered on the Maintain>Payroll>Employee Information>Address Tab.) Only one email address per employee can be entered, and the address is required if the Issue employee W-2 electronically using Aatrix check box is selected. Aatrix® will notify the employee by email and the employee W-2s for employee electronic download.

To see how W-2 data is set up in the system, see the Tips section of the Calculate W-2s information. (Reports>Payroll>Payroll Tax Worksheets>Calculate W-2 Information).