Multiple State and/or Local Withholdings Do Not Print on the Employee W-2 Form

Sage 50 is designed to print only one state and one local tax on employee W-2 forms. To determine which payroll field information will print in the State and Local boxes on the W-2, you need to examine the W-2 defaults.

1. From the Maintain menu, select Payroll, then Payroll Settings.
2. Select Taxes in the left column. Then, select Assign Tax Fields, which appears just below Taxes.
3. Click the W-2 Fields button.

Make sure the description in the W-2 boxes matches the payroll field description's name. If this is incorrect, select the appropriate payroll field from the drop-down list. The payroll field selected in either the State Income Tax or Local Income Tax boxes will be accumulated and is printed on the employee W-2 form.

If you use multiple state income tax or local income tax payroll fields, then employee W-2 forms will need to be printed twice. Before you print the W-2's for the second state or local payroll field, you must change the W-2 default setting. (See the procedure above.) Select the second payroll field for either the State Income Tax or Local Income Tax box drop-down list.

To change the name of a state or locality that is printing on a particular employee's W-2 form,you need to change the employee setup.

1. From the Maintain menu, select Employees/Sales Reps.
2. Enter or select the employee ID with the incorrect W-2 form.
3. In the Withholding info tab in the Employee Withholding Information table, enter the correct two-character state ID or local abbreviation in the State/Locality field.
4. To update the employee record, select Save.