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W-2 Box 13

W-2 Box 13 Checkboxes #

Overview #

This knowledge base article provides information about the three checkboxes in Box 13 of the W2 form and how to manage them using the Pro-Pay payroll software. These checkboxes are:

  1. Statutory Employee
  2. Retirement Plan
  3. Third-Party Sick Pay

Understanding and correctly using these checkboxes is crucial for accurate payroll reporting and tax compliance.

Accessing and Managing W2 Box 13 Checkboxes #

To manage the W2 Box 13 checkboxes in Pro-Pay:

  1. Open the Pro-Pay software
  2. Navigate to the Employee/Edit screen
  3. Locate the employee record you wish to modify
  4. Find the section related to W2 Box 13 checkboxes
  5. Place a checkmark in the appropriate box(es) before printing W2 forms

Detailed Explanation of W2 Box 13 Checkboxes #

1. Statutory Employee #

Definition: A statutory employee is someone who is treated like an independent contractor but is subject to FICA (Federal Insurance Contributions Act) taxes.

Examples: Milk delivery persons, insurance agents

Important Notes:

  • Checking this box marks the employee as a statutory employee on the W2 form
  • This checkbox does not automatically exclude the employee from any taxes
  • To adjust tax exemptions, use the Employee Tax-Status-Exempt menu in Pro-Pay

2. Retirement Plan #

When to check: If the employee is participating in a deferred compensation plan

Purpose: For W-2 information reporting

3. Third-Party Sick Pay #

When to check:

  • If the employer is a third-party sick pay payer (e.g., an insurance company)
  • If reporting sick pay payments made by a third party

Troubleshooting #

Common Issues and Solutions #

  1. Checkbox not saving:
    • Ensure you’ve clicked “Save” after making changes
    • Try logging out and back into Pro-Pay, then attempt the change again
  2. Unsure which box to check:
    • Consult with your payroll administrator or tax professional
    • Refer to the IRS guidelines for specific definitions and requirements
  3. Changes not reflecting on printed W2:
    • Verify the changes were saved in the Employee/Edit screen
    • Ensure you’re using the most up-to-date W2 form template in Pro-Pay

Additional Resources #

For more detailed information about W2 reporting, please refer to the official IRS guidelines:

IRS W2 Instructions

Getting Help #

If you need further assistance:

  • Use the help menu within the Pro-Pay payroll software
  • Visit our website at https://www.Paysoft.com for additional support resources

Feedback #

We value your input! If you have suggestions for improving this knowledge base article or encounter any issues not addressed here, please contact our support team through the Pro-Pay software or our website.