Warning: Be careful if you plan to customize W-2 forms
Although you can customize your W-2 forms using AccountEdge, forms that don't match governmental guidelines won't be accepted. We recommend that you use the standard form setup.
The following fields are available in the Customize W-2s window.
Data field name |
Data that will print in this field if active |
Active/Inactive field (Active field text label) |
[Addr2 - Country] |
The Country field entry from the Card Information window for the Address 2 location |
Inactive |
[Addr3 - Country] |
The Country field entry from the Card Information window for the Address 3 location |
Inactive |
[Addr4 - Country] |
The Country field entry from the Card Information window for the Address 4 location |
Inactive |
[Addr5 - Country] |
The Country field entry from the Card Information window for the Address 5 location |
Inactive |
[Alloc. tips] |
The total amount of tips allocated for this employee; calculated from paycheck entries. |
Active |
[Box 12, Line 1 #] |
The amount (if any) specified for Line 1 of Box 12 on the Set Up W-2s and W-3 window |
Active |
[Box 12, Line 1 Code] |
The code for the type of deduction or payment, if an entry was specified for Line 1 of Box 12 on the Set Up W-2s and W-3 window |
Active |
[Box 12, Line 2 #] |
The amount (if any) specified for Line 2 of Box 12 on the Set Up W-2s and W-3 window |
Active |
[Box 12, Line 2 Code] |
The code for the type of deduction or payment, if an entry was specified for Line 2 of Box 12 on the Set Up W-2s and W-3 window |
Active |
[Box 12, Line 3 #] |
The amount (if any) specified for Line 3 of Box 12 on the Set Up W-2s and W-3 window |
Active |
[Box 12, Line 3 Code] |
The code for the type of deduction or payment, if an entry was specified for Line 3 of Box 12 on the Set Up W-2s and W-3 window |
Active |
[Box 12, Line 4 #] |
The amount of the deduction (if any) specified for Line 4 of Box 12 on the Set Up W-2s and W-3 window |
Active |
[Box 12, Line 4 Code] |
The code for the type of deduction or payment, if an entry was specified for Line 4 of Box 12 on the Set Up W-2s and W-3 window |
Active |
[Box 14, Line 1 #] |
The amount (if any) specified for Line 1 of Box 14 on the Set Up W-2s and W-3 window |
Active |
[Box 14, Line 1 Code] |
The code for the type of deduction or payment, if an entry was specified for Line 1 of Box 14 on the Set Up W-2s and W-3 window |
Active |
[Box 14, Line 2 #] |
The amount (if any) specified for Line 2 of Box 14 on the Set Up W-2s and W-3 window |
Active |
[Box 14, Line 2 Code] |
The code for the type of deduction or payment, if an entry was specified for Line 2 of Box 14 on the Set Up W-2s and W-3 window |
Active |
[Box 14, Line 3 #] |
The amount (if any) specified for Line 3 of Box 14 on the Set Up W-2s and W-3 window |
Active |
[Box 14, Line 3 Code] |
The code for the type of deduction or payment, if an entry was specified for Line 3 of Box 14 on the Set Up W-2s and W-3 window |
Active |
[Card Custom Field 1] |
The entry in the Custom Field #1 field of the Card Information window |
Inactive |
[Card Custom Field 2] |
The entry in the Custom Field #2 field of the Card Information window |
Inactive |
[Card Custom Field 3] |
The entry in the Custom Field #3 field of the Card Information window |
Inactive |
[Card Custom List 1] |
The entry in the Custom List #1 field of the Card Information window |
Inactive |
[Card Custom List 2] |
The entry in the Custom List #2 field of the Card Information window |
Inactive |
[Card Custom List 3] |
The entry in the Custom List #3 field of the Card Information window |
Inactive |
[Card ID] |
The Card ID from the Card Information window |
Inactive |
[Control #] |
The optional Control No. entered on the Set Up W-2s and W-3 window. NOTE: Due to IRS restrictions, this number cannot exceed 19 characters. |
Active |
[Country] |
The Country field entry for Address 1 in the Card Information window |
Inactive |
[Dependent care] |
Amount of any pre-tax deductions by this employee for dependent care expenses |
Active |
[EIC Paid] |
The amount of any Advance Earned Income Credit paid to this employee, as determined by entries in the W-2 Employee Information windows |
Active |
[Employer's Name & Address] |
The Company Name and Address information entered in the Company Information window |
Active |
[Federal Tax ID #] |
The Federal Tax ID entered in the Company Information window |
Active |
[Federal tax] |
The total federal income tax withheld from this employee's wages |
Active |
[First Name] |
The employee's first name, as entered in the Card Information window |
Active |
[Last Name] |
The employee's last name, as entered in the Card Information window |
Active |
[Local tax] |
The total local income tax that was withheld for this employee |
Active |
[Local wages] |
The total wages from which local income taxes were withheld for this employee |
Active |
[Locality name] |
The name of the locality for which local income taxes were withheld, as entered on the Employee Payroll Information window |
Active |
[Medicare tax] |
The total amount of Medicare tax withheld from this employee's wages |
Active |
[Medicare wages] |
The total wages from which Medicare tax was withheld |
Active |
[Nonqualified plans] |
Amount distributed to this employee from a nonqualified deferred compensation plan |
Active |
[Soc. Sec. tax] |
The total amount of Social Security tax withheld from this employee's wages |
Active |
[Soc. Sec. tips] |
The total amount of tip income from which Social security tax was withheld for this employee |
Active |
[Soc. Sec. wages] |
The total wages from which Social Security tax was withheld for this employee |
Active |
[Social Security #] |
The employee's Social Security number, as entered in the Payroll Information window |
Active |
[State Code] |
The two-letter code for the state in which state taxes were withheld by this employer |
Active |
[State I.D. No.] |
The State Payroll Tax ID Number entered on the General Payroll Information window |
Active |
[State tax] |
The total state income tax that was withheld for this employee |
Active |
[State wages] |
The total wages from which state income taxes were withheld for this employee |
Active |
[Wages, tips] |
The total taxable wages (including any tips) paid to this employee |
Active |
[X if Retirement Plan] |
This box is checked automatically if the employee is a participant in a qualified retirement plan, as indicated on the W-2 Employee Information window. |
Active |
[X if Statutory] |
This box is checked automatically if the employee is designated as statutory on the W-2 Employee Information window. |
Active |
[X if Third-Party Sick Pay] |
This box is checked automatically if the employee receives third-party sick pay, as indicated on the W-2 Employee Information window. |
Active |