Configuring Automatic Social Security and Medicare Withheld Calculations

Access the W-2 Preferences Window

  1. Click the Settings menu.
  2. Choose W-2 Preferences.
  3. Choose the radio button for Applies to all NEW Payers or Applies to Selected Payer: Payer Name, depending on the option desired.
  4. Check the boxes for the options needed for the payer or payers.
    • To automatically calculate Social Security and Medicare withheld amounts, check the Calculate Social Security and Medicare Withheld Amounts checkbox.
    • To receive a warning message if the Social Security and Medicare withheld amounts are incorrect, check the Warn if Social Security and Medicare Withheld are Inaccurate checkbox.
    • To set the Social Security and Medicare wages to automatically fill after entering Gross Wages, check the Calculate Social Security and Medicare Wages Using Gross Wages checkbox.
  5. Click OK to save the changes.

Set Up Default W-2 Options

  1. Select the Settings menu.
  2. Select W-2 Settings.
  3. Check or uncheck the boxes as desired.
  4. Click OK to save the changes.
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