To access/run the Adjusted Gross Wage Report:
  1. In Payroll, select Reports.
  2. Select Transaction Reports, Adjusted Gross Wage Report.
  3. Create a New or open an existing report parameter.
  4. Select the appropriate options on the tab as explained below.
General Tab:
Paid/Unpaid/Both allows the report to be filtered on calculations that have or have not had the payment created for them.
The various date parameters on this report also allow you to control the ranges of activity you would like to see on the report.  When using this report to assist with W-2 processing, the following settings are recommended:
 
Filters Tab:
Employees, Employee Attributes, Primary Departments, Employee Statuses – each of these filters allows the user to control which employees will show on the report
 
Columns Tab:
Use the columns tab to include the information you would like the report to retrieve
Available Columns:
Employee Name – By default the report is sorted by employee name, and if this sort option is used, it is not necessary to include the employee name, as each employee’s list of payments begins with their name. If the report is not sorted by employee name, it is useful to include this field.
SSN – employee social security number will only display the last 4 digits, the first 5 will be masked (xxx-xx-1234)
Employee ID – this will display the employee ID found on the employee record
Payment Date – the date of the payment that was issued for each payroll calculation listed
Period End Date – the pay period end date of the calculation based off of the employee’s schedule
Payment Number – this is the number of the payment created for each calculation listed
Gross Wages – the total of all pay types and cash benefits on a calculation prior to any taxes or deductions
Non-Cash – the total of all non cash benefits on a calculation prior to any taxes or deductions
Federal Withholding – the total amount wages used to calculate Federal Income Tax withholding from the employee on each calculation
State Withholding – the total amount of wages used to calculate State Income Tax withholding from the employee on each calculation
State Entity – the State for which State Income Tax was withheld on each calculation
Social Security – the total wages used to calculate Social Security employee withholding and the employer’s contribution on each calculation listed. If an employee’s annual wages exceed the social security wage limit (set on the tax table in configuration) wages over the wage limit will still be reported as wages subject to social security. However, the software will not calculate or withhold tax on wages over the defined wage limit.
Medicare - the total wages used to calculate Medicare employee withholding and the employer’s contribution on each calculation listed. If an employee’s annual wages exceed the medicare wage limit (set on the tax table in configuration) wages over the wage limit will still be reported as wages subject to medicare. However, the software will not calculate or withhold tax on wages over the defined wage limit.
FLI – total wages used to calculate family leave insurance withholding and/or employer contribution for FLI for each calculation. . If an employee’s annual wages exceed the wage limit (set on the tax table in configuration) wages over the wage limit will still be reported as wages subject. However, the software will not calculate or withhold tax on wages over the defined wage limit.
FUTA - the total wages used to calculate FUTA withholding and the employer’s contribution on each calculation listed. If an employee’s annual wages exceed the wage limit (set on the tax table in configuration) wages over the wage limit will still be reported as wages subject to FUTA. However, the software will not calculate or withhold tax on wages over the defined wage limit.
SUTA - the total wages used to calculate SUTA withholding and/or employer expense on each calculation listed. If an employee’s annual wages exceed the SUTA wage limit (set on the tax table in configuration) wages over the wage limit will still be reported as wages subject to SUTA. However, the software will not calculate or withhold tax on wages over the defined wage limit.
Local Value – the total wages used to calculate any local tax used on the calculation
note: if multiple local values exist on a single calculation each local tax amount will be listed separately
Local Entity – the entity listed on the local tax used on the calculation
note: if multiple local values exist on a single calculation each local tax amount will be listed separately
 
      5. Preview/Print the report.