W2 Box Assignment

This menu option allows you to assign W2 boxes to various Distribution Codes. See the "Distribution Code Table" below. Distribution Codes are discussed in greater detail in Distribution Master section. See Distribution Code Definition Guideline table, for more information on the individual Distribution codes.

W2 Box Assignment Detail screen

Enter values for the following fields that apply to this W2 Box Assignment record.

Company/Division Number

Accept the current Company/Division, or make new entries.

Form

The entry in this field will always be W2.

Distribution Code/Number

Enter a Distribution Code and Distribution Number combination, as set up in the Distribution Master (see Distribution Master).

Union Number

Enter a Union Number as set up in the Union, or Distribution, Master (see Union Master).

Deduction Type

Deduction Types are used by Unions to break down the various fringe benefits (i.e. Vacation, Dues, Pension), and Human Resources 401K plans where the employees are allowed to spread their contributions across various investments (i.e. stock, bond, foreign).

Enter a Deduction Type when applicable.

Tax Deduction Box/Code

Enter the Box and Code number, when applicable, to which this deduction should be assigned.

Earnings Box/Code

Enter the Box and Code number to which these earnings should be assigned.

Description

Enter a Description for this Box assignment

3rd Party Sick

Select if Sick pay was paid by someone other than employer (for example a Trust Fund, or an Insurance Company).

Del

Select records for deletion, and then click OK.

Search

The fields in the Search area are equivalent to the first 5 fields in the entry area - Form, Distribution Code, Distribution Number, Union Number, and Deduction Number. Enter search criteria in these fields and click OK. The table will reposition on the record containing, or most closely approximating, this search criteria.

	Click to process these entries and return to the Main Menu.
	Click to return to the Main Menu without saving changes.
	Click to return to the Main Menu without saving changes.
	Click to delete this W2 Box Assignment record.

 Distribution Code Table