Personal/W-2 tab

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

In the Personal/W-2 tab of the Employees window:

  • Record the employee's date of birth, date of hire, last raise date, inactive date (if appropriate), marital status (optional), sex (optional), race (optional), and text.
  • Mark any of the checkboxes that apply - Officer, Probationary, Seasonal, Union, Health Insurance, 401K top-heavy, Alternative Minimum Wage, W-4 Filed, Family of owner, Agricultural, Workers' Fund Exempt, Exclude from catch-up, SSN verified.
  • Mark any W-2 information, as applicable, and enter any other W-2 amount in the space provided.

Return to Overview of employee setup

Related topic: Employees >Personal/W-2 tab

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