Access the W-2 Preferences Window
- Click the Settings menu.
- Choose W-2 Preferences.
- Choose the radio button for Applies to all NEW Payers or Applies to Selected Payer: Payer Name, depending on the option desired.
- 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.
- Click OK to save the changes.
Set Up Default W-2 Options
- Select the Settings menu.
- Select W-2 Settings.
- Check or uncheck the boxes as desired.
- Click OK to save the changes.