Customizing an Amount Type
- Click on the Payer List button.
- Double click on the payer name.
- Highlight the recipient.
- Double click on the W-2 form in the form list.
- Click on the Amnts button in the upper right corner of the W-2 return or W-2 transaction screen.
- Highlight the amount type in the list on the left you wish to add to the W-2 form by clicking it.
- Click Include to add to the Currently Selected Amount Types.
- Highlight the miscellaneous amount type on the right and click on Customize Name on the bottom of the screen.
- This will apply to Miscellaneous Deduction 1, 2, 3, 4 or 5, as selected.
- Enter the long name.
- This is the name that will display on the W-2 entry screen.
- Enter the short name.
- This is the name that will print on the W-2 form in box 14.
- Check the Print short name and value in box if the amount type is to be shown on the W-2 form.
- Click OK.