Is there a report that displays W-2 box 12 totals?


Is there a report that displays W-2 box 12 totals?

Issue/Symptom/Question

Is there a report that displays W-2 box 12 totals? We would like a report that lists W-2 box 12 amounts by employee.

Environment

Deduction Register-Date Range
PENTA Reports> Report Initiation> Report Code: DEDREG-DR

Reimb Register-Date Range
PENTA Reports> Report Initiation> Report Code: REIMBREG-DR





Resolution/Fix/Answer

Box 12 amounts are configured in Penta by setting up an Other Compensation, assigning the Other Compensation to an Employee,  and configuring it to display in Box 12 with a relevant code. These other comp records are often linked to a Deduction (E.g 401K contribution) or a Reimbursement (E.g 401K Match). 

We do not have a report that displays W-2 Box totals, there are other reports that come close to showing the same information. The two most helpful reports in this regard are the Deduction/Reimbursement Register by Date Range. These two reports will show the total deduction/reimbursement amount for a single or specified set of deductions/reimbursements by employee by date range. All that is required is the knowledge of which Deductions/Reimbursements are linked to Box 12 Other Compensation records, once the relevant Deductions/Reimbursements have been identified they simply need to be specified in the Deduction # or Reimbursement selection parameters, available for those reports.