For example, if the current box amount is $500 and it should be $600, you would enter $100 in the Amount field or if the current box amount is $600 and it should be $500, you would enter ($100) in the Amount field.

  1. In Configuration, benefits, create a non-cash benefit.
  2. On the Benefit tab, mark the Include amounts for this benefit in W-2 Box checkbox, and select the appropriate W-2 box number.
    Note: If you select Box 12, you must also select a Code from the drop-down list.
  3. Change all federal, state, and local tax settings to Do not withhold tax or report, or Not subject to.
  4. Save and close the Benefit record.
  5. In Records, Employees, open the employee record.
  6. Select Employee, Add Historic Entry from menu bar.
  7. On the Historic Entry screen, enter a period ending date and pay date within the calendar year of the W-2.
  8. Select the bank account and payment method, and enter the check number.
    Note: The bank information is needed to create a Do Not Post transaction to record the adjustment on the employee Activity tab; the transaction is not recorded in the bank register. Because the historic entry transaction has a status of Do Not Post, it will not affect General Ledger accounts.
  9. In the Payment Details section, highlight Benefits, select the benefit created in step 1, and enter an amount to adjust.
    • Enter a negative number to decrease the box amount
    • Enter a positive number to increase the box amount
  10. Save and close the Historic Entry.
  11. Run the Adjusted Gross Wage Report to verify the change.