Employees or Employee Information > Personal & W-2 tab

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Note: This tab is available through both the Employees window and the Employee Information dialog (from the Payroll Check Entry window). Some options are not available through the Employee Information dialog.

Use the Personal & W-2 tab of the Employees window or Employee Information dialog to specify information for the selected employee. This information is generally used for reporting purposes.

Note: Additional fields may be pertinent for SUTA filing in some states.

Employees window. Choose Setup > Employees or click the Employees icon on the shortcut bar. In the Employees window, click the Personal/W-2 tab.

Employee Information dialog. Choose Tasks > Payroll Check Entry or click the Payroll Check Entry icon on the shortcut bar. In the Payroll Check Entry window, select an employee, choose Edit > Edit Employee or choose Edit Employee from the F3 or right-click context menu. In the Employee Information dialog, choose the Personal/W-2 tab.

For information about the HIRE Act and the New Hire FICA Credit, see Checkbox grid and Employees > New Hire FICA Credit Information.

Fields & buttons

Personal information grid

Checkbox grid

Related topics

Overview of employee setup

Entering personal and W-2 information for an employee

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