Breiholz -

I would not suggest the course of action you have laid out above.  The check detail needs to match the master files which in turn will match you W-2's.  Process the check with a 12/31/20 period end and check date in your existing company dataset and it will update your W-2 data correctly.  For testing, you can always take a backup of the existing dataset and place a playground in your available company list.  However, editing the W-2 outside the Payroll files is not recommended.

Cheers,

John McLagan
Sage Consultant
Johnny on the Spot

HOw can I do that when I have updated the taxes for 2021

The check will calculate based on the new tax tables.  All this information is editable thru Enter Checks.  Social Security and Medicare shouldn't be an issue.  And if it over/under withholds federal and state taxes by a few dollars its not really a big deal as it will be reconciled on the employees tax return.  But if it is of great concern to be 100% what the tax table was in 2020, then manually calculate the withholding and edit the check to be your manual calculation instead of what the current tax table calculates.

Hope that helps.

Cheers,

John McLagan
Sage Consultant
Johnny on the Spot

The check will calculate based on the new tax tables.  All this information is editable thru Enter Checks.  Social Security and Medicare shouldn't be an issue.  And if it over/under withholds federal and state taxes by a few dollars its not really a big deal as it will be reconciled on the employees tax return.  But if it is of great concern to be 100% what the tax table was in 2020, then manually calculate the withholding and edit the check to be your manual calculation instead of what the current tax table calculates.

Hope that helps.

Cheers,

John McLagan
Sage Consultant
Johnny on the Spot

So if they don't have taxes taken out I can still date it for 12/31?

Yes, process the check and then thru enter checks you can zero out the taxes as appropriate.

Cheers,

John McLagan
Sage Consultant
Johnny on the Spot

So I just do a dummy check? I'm sorry this just doesn't make sense to me

It has to be done in a check in Payroll if you want it to appear on the W-2 and quarterlies properly.  Maybe you should contact your accountant or your Sage Consultant at this point.  I've given you what you need to do it properly in Sage, anything beyond what I have stated would be considered giving tax advice.

Good Luck,

John McLagan
Sage Consultant
Johnny on the Spot

I tried contacting Sage but I am out of the 5 calls so that is why I went to here to ask. thank you for the help