3d. Print employee tax summary for the calendar year
Print the employee tax summary for the current year for all of the employees who will receive a W-2. You can use this report to reconcile to your 941 in step 3e. It will show you the employee’s gross wages; all wages; federal wages and taxes withheld for federal wages; state wages and taxes withheld for state wages; Social Security and pre-tax deductions for Social Security; and Medicare and taxes withheld for Medicare. The last page shows you the grand totals.
Webinar: Step 3B and D. Watch a video
How do I print the Employee Tax Summary for the calendar year?
1. Open Connect Payroll > Reports > Employee Tax Summary.
2. Change the Report Dates to select the tax year (01/01/YYYY to 12/31/YYYY).
3. Click to select the checkbox titled Include Terminated Employees.
Include terminated employees checkbox
4. Click Print
(CTRL+P).
The Employee Tax Summary prints. Set the report aside for later. You have finished printing the reports you will need to verify reports.
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