This article reviews the 2023 W-2 Detail report found on the Workforce Reports page.
The 2023 W-2 Detail report displays employee W-2 details for each box on the federal W-2 form. This report is used to audit data accuracy and box placement during the year end W-2 review process.
Note: The W-2 Detail report will be blank if W-2s have not been generated for review. Refer to the year end checklist for the dates of the W-2 review period for the current year.
Article Topics:
Navigation
To download the 2023 W-2 Detail report:
- Navigate to the Workforce Reports page.
- Scroll to the 'People' section.
- Click the download button associated with the W-2 Detail report.
W-2 Review Steps
W-2s will be automatically generated for review during the first week of January.
In the first week of January, W-2s will need to be checked for accurate data placement on the form and employee totals for earnings and taxes. Any corrections must be submitted to R365 Support by the end of the week.
Review Steps:
- Download the 'W-2 Detail' report.
- Download the 'Payroll by Pay Date' report for the entire year.
- Confirm the accuracy of totals per employee.
- Ensure that all boxes on the W-2 form are correctly filled with the appropriate data.
- If discrepancies are identified, submit data placement and employee total issues to R365 Support.
Report Columns
The 2023 W-2 Detail report has the following columns:
Note: For box definitions and general W-2 instructions, please refer to the IRS documentation.
Column | Column Title |
| A | Employer Identification Number |
| B | Employer's Name Line 1 |
| C | Employer's Name Line 2 (Optional) |
| D | Employer's Disregarded Entity |
| E | Employer's Address (Line 1) |
| F | Employer's Address Line 2 (Optional) |
| G | Employer's City |
| H | Employer's State |
| I | Employer's Zip Code |
| J | Employer's Country |
| K | Employer's Email(Optional) |
| L | Employer's Phone Number |
| M | Business Was Terminated During This Tax Year (Optional) |
| N | Employee's Social Security Number |
| O | Employee's First Name |
| P | Employee's Middle Name (Optional) |
| Q | Employee's Last Name |
| R | Employee's Suffix (Optional) |
| S | Employee's Address Line 1 |
| T | Employee's Address Line 2 (Optional) |
| U | Employee's City |
| V | Employee's State |
| W | Employee's Zip Code |
| X | Employee's Country |
| Y | Employee's Email Address (Optional) |
| Z | Employee's Phone Number (Optional) |
| AA | Wages Tips & Other Compensation (Box 1) |
| AB | Federal Income Tax Withheld (Box 2) |
| AC | Social Security Wages (Box 3) |
| AD | Social Security Tax Withheld (Box 4) |
| AE | Medicare Wages And Tips (Box 5) |
| AF | Medicare Tax Withheld (Box 6) |
| AG | Social Security Tips (Box 7) |
| AH | Allocated Tips (Box 8) |
| AI | Dependent Care Benefits (Box 10) |
| AJ | Nonqualified Plans (Box 11) |
| AK | Box 12A Code (Box 12a) |
| AL | Box 12A Amount (Box 12a) |
| AM | Box 12B Code (Box 12b) |
| AN | Box 12B Amount (Box 12b) |
| AO | Box 12C Code (Box 12c) |
| AP | Box 12C Amount (Box 12c) |
| AQ | Box 12D Code (Box 12d) |
| AR | Box 12D Amount (Box 12d) |
| AS | Statutory Employee (Box 13) |
| AT | Retirement Plan (Box 13) |
| AU | Third-Party Sick Pay (Box 13) |
| AV | Other Line 1 (Box 14) |
| AW | Other Line 2 (Box 14) |
| AX | Other Line 3 (Box 14) |
| AY | Other Line 4 (Box 14) |
| AZ | Other Line 5 (Box 14) |
| BA | Other Line 6 (Box 14) |
| BB | Other Line 7 (Box 14) |
| BC | Other Line 8 (Box 14) |
| BD | State Name 1 (Box 15) |
| BE | State Name 2 (Box 15) |
| BF | State Name 3 (Box 15) |
| BG | State Name 4 (Box 15) |
| BH | State ID 1 (Box 15) |
| BI | State ID 2 (Box 15) |
| BJ | State ID 3 (Box 15) |
| BK | State ID 4 (Box 15) |
| BL | State Wages Tips Etc 1 (Box 16) |
| BM | State Wages Tips Etc 2 (Box 16) |
| BN | State Wages Tips Etc 3 (Box 16) |
| BO | State Wages Tips Etc 4 (Box 16) |
| BP | State Income Tax 1 (Box 17) |
| BQ | State Income Tax 2 (Box 17) |
| BR | State Income Tax 3 (Box 17) |
| BS | State Income Tax 4 (Box 17) |
| BT | Local Wages Tips Etc 1 (Box 18) |
| BU | Local Wages Tips Etc 2 (Box 18) |
| BV | Local Wages Tips Etc 3 (Box 18) |
| BW | Local Wages Tips Etc 4 (Box 18) |
| BX | Local Income Tax 1 (Box 19) |
| BY | Local Income Tax 2 (Box 19) |
| BZ | Local Income Tax 3 (Box 19) |
| CA | Local Income Tax 4 (Box 19) |
| CB | Local Name 1 (Box 20) |
| CC | Local Name 2 (Box 20) |
| CD | Local Name 3 (Box 20) |
| CE | Local Name 4 (Box 20) |
| CF | User Id |