Payroll Mate® Software Tutorials

This tutorial shows how to Edit W2 Form Box 12 and/or 14 inside Payroll Mate®.

A deduction and/or tax category can be included on the W2 Form in Box 12 and/or Box 14. If this was not set up initially, follow the steps below to edit Box 12 and/or Box 14 on Form W2.

Summary of Steps

This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.

Make sure you have the correct Company open inside Payroll Mate

*Deduction Category

• Click → Company from shortcuts
• Click → Deduction Categories
• Select correct deduction category
• Click → Edit
• Select correct W2 Options as needed
• Enter W2 code to use for the applicable box
• Click → OK

*Tax Category

• Click → Company from shortcuts
• Click → Tax Categories
• Select correct tax category
• Click → Edit
• Edit W2 Options as needed
• Click → OK