Hi Tracy Bean,

Aatrix reports all taxable wages regardless of Pay ID when processing tax forms. If the amount is missing from Aatrix, it is likely missing from Taxable wages in Sage.

For example, to verify the amounts in Box 1 of the W-2, you can run Reports, Tax Preparation, Subject-to Employee (for current year) or Prior Per Subject-to Employee (for prior year) and review the YTD Taxable amount on that report. 

If the bonus amount is missing from that report, then the bonus was processed as a tax-exempt pay, or the employee was changed to be tax exempt when that check was processed.

If this is the case, you can find article 59947 in the knowledgebase at www.sageKB.com to resolve this.

If you would like us to take a look at this with you and you have an active support plan, you can call in to support at 1-800-551-8307.

Thanks!

The owner of the company was adamant that we only charge FICA and FICAMED for the bonuses, so no state or federal withholding was charged on that pay ID.  Last year we went into each employee Deduct ID when we ran the bonus checks and unchecked the box for the state and federal taxes.  This year the staff called tech support and they told them to go into the Pay ID and uncheck the boxes there and it would work fine.  I know we have run them both ways over the years and the W-2s have never had a problem before.  The bonus payments processed the way my boss wanted them but now we have the problem that the bonus amounts are not showing in that W-2 box.  I am wondering if we go back into that pay ID and check those boxes if that will solve the problem, based on your comments. 

Nevermind, they already tried that with tech support on the phone.

I believe you have to show the PAY ID as subject-to FWH/SHW in Pay ID Set-Up prior to entry. Voiding and reentering/reprocessing and recording as a Manual check in order to get the bonus into W2 earnings would work as long as you keep the PAY ID setup with boxes unchecked before voiding then checking the boxes before going into "enter check" to correct. That's my two cents!

That's a good idea, thanks!  We will try it on one, and see if it works, before we void out the rest of them and redo everyone's bonus check. 

That's a good idea, thanks!  We will try it on one, and see if it works, before we void out the rest of them and redo everyone's bonus check. 

You don’t need to void any checks. Fix the setup of the employee and/or pay/deduction id and then recalculate subject too under the tools menu. Restrict it down to the employee and it will iterate thru the checks and fix the taxable//subject to on each check. 

John McLagan
Consultant
Johnny on the Spot

Thats a good tip!