Other Reported W2 Tab

This screen is used to make adjustments to an employee's reported W2 figures without processing an actual check and/or a direct deposit.  SchoolFi processes the Other Reported W2 like it processed a hand check.  

Some common reasons for using the Other Reported W2 screen are:

• Posting NJ WELL  payments into a W2
• Adding third party sick payments to an employee's W2

REMEMBER:  If you are processing FICA or MEDI, you will HAVE to review the individuals audit tab for the Other Reported W2 to account for and ER share of the respective deduction. 

To add an Other Reported W2 record to an individual, navigate to their Other Reported W2 tab and click on the Add button.

Enter the relevant information into the pop up box for the Other Reported W2: 

You can:

1. Select the payroll that the Other Reported W2 will be posted.
2. If you are adjusting Federal Income Tax Withholding applied wages and/or amount(s) withheld, utilize the rows in the red box.
3. If you are adjusting New Jersey State Income Tax (ONLY NJ) Withholding applied wages and/or amount(s) withheld, utilize the rows in the teal box.
4. If you are adjusting Social Security Tax Withholding applied wages and/or amount(s) withheld, utilize the rows in the purple box.
5. If you are adjusting Medicare Tax Withholding applied wages and/or amount(s) withheld, utilize the rows in the yellow box. 
   
6. If you want to enter a value in Box 12 of the W2, enter the amount on the Other Value and select the Box 12 code from the dropdown list
7. If you want to enter a value in Box 14 of the W2, enter the amount on the Box 14 Value and select the Box 14 code from the dropdown list
8. If you want to designate a Pension Type for the Other Reported W2, you can utilize the Pension dropdown
9. If you want to enter a Note for the Other Reported W2, you can utilize the note field. 

After you have created the Other Reported W2 record, you MUST port the record into the payroll:

Once the Other Reported W2 is posted, you can view the audit by clicking on the View Audit button 

You can also access the Other Reported W2 from the Other Reported W2 tab:

Or, you can access he Other Reported W2 from the Pay History tab: