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:
- Statutory Employee
- Retirement Plan
- 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:
- Open the Pro-Pay software
- Navigate to the Employee/Edit screen
- Locate the employee record you wish to modify
- Find the section related to W2 Box 13 checkboxes
- 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 #
- Checkbox not saving:
- Ensure you’ve clicked “Save” after making changes
- Try logging out and back into Pro-Pay, then attempt the change again
- Unsure which box to check:
- Consult with your payroll administrator or tax professional
- Refer to the IRS guidelines for specific definitions and requirements
- 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:
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.