W2 Form

Description

This template is designed to mirror the structure and data fields of the official W-2 form. It includes inputs for employee and employer information, earnings, Social Security and Medicare wages, various tax withholdings, retirement plan indicators, and local/state wage and tax details.

It also includes support for multiple box 12 codes with dropdown selections, notes for other income types, and a visual badge for the tax year. The layout is optimized for entry and review, with locked sections for formatting consistency and dynamic titling based on employee name and tax year.

Key Data Stored

• Employee Information – Name, Social Security number, address, and zip code
• Employer Information – EIN, name, address, and control number
• Wage Details – Federal wages, Social Security wages, Medicare wages, tips, dependent care benefits, nonqualified plans
• Federal and State Withholding – Federal income tax withheld, state and local income tax withheld, along with wages and locality
• Code 12 Selections – Multiple dropdown entries for box 12a–12d (e.g., A, D, DD)
• Special Flags – Retirement plan, statutory employee, third-party sick pay
• Notes and Other Income – Additional narrative fields for box 14 and other indicators
• Tax Year Badge – Visual tag showing the applicable tax year
• Copy and Filing Labels – “Copy B” instructions and alignment with employee tax filing
• IRS Labeling – Visual elements matching IRS W-2 branding for export readiness

Business Use Cases

• Payroll Documentation – Maintain structured W-2 records for each employee annually
• Tax Reporting and Compliance – Ensure proper documentation of tax withholdings, Social Security, and Medicare contributions
• HR Audits and Verifications – Provide W-2 form data for employee verification, benefits claims, or background checks
• Employee Self-Service – Allow internal HR portals to generate or display digital W-2 entries
• Year-End Processing – Use as a foundation for W-2 generation at fiscal year-end for filing and distribution

Why This Template is Powerful

• IRS-Compliant Field Structure – Mirrors the official W-2 layout with standardized box references
• Flexible and Formatted – Built to handle a variety of employment types and wage/tax combinations
• Tax Year Clarity – Clearly identifies reporting year with visual badges
• Integrated Dropdowns – Simplifies entry of standardized W-2 codes with validation
• Export-Ready Layout – Can be printed, converted to PDF, or shared internally for compliance and employee access

This template transforms the W-2 form into a structured, digital record inside AnyDB, ensuring accuracy, consistency, and compliance across payroll and HR workflows.