W-2 reporting for combined employee/ employer reporting should be tied to a single deduction code in Sage HRMS payroll.

Currently a deduction code (employee W-2 reporting) and also a benefit code (employer W-2 reporting) are both required for correct reporting of such common items as the Employer Provided Health and HSA.

Not only does this require the awareness that this seemingly extra requirement exists, should adjustments be necessary during the year the employee component is generally adjusted on the timesheet while the employer component is often forgotten or adjusted in a separate transaction via Transaction History.

The necessity of two different codes leads to much frustration and additional reconciliation time during the busy W-2 season.

The W2 reporting box can easily be added to a deduction code, and the programming asked to look for that code.


  • Added 1 Feb 2024