Get Paylocity W2

Filling out your Paylocity W2 form online is an essential task for accurately reporting your yearly income and tax withholdings. This guide provides you with clear, step-by-step instructions to ensure your form is filled out correctly and efficiently.

Follow the steps to complete your Paylocity W2 form online.

1. Click ‘Get Form’ button to obtain the W2 form and open it for editing.
2. In box A, enter your social security number. It's crucial to provide the correct number as issued by the Social Security Administration.
3. In box B, input your employer identification number. This number can be found on your pay stub or other tax documents provided by your employer.
4. Next, in box C, fill in your employer’s name, address, and ZIP code as listed in your employment documentation.
5. Box D is optional and used by employers for internal identification. You may leave this blank if you're unsure.
6. In box E and F, provide your full name using the exact spelling as shown on your Social Security Card, along with your address and ZIP code.
7. Complete box 1 by entering your total federal taxable wages, including bonuses and other compensations received during the year.
8. Box 2 requires the total federal income tax withheld from your pay. Enter the amount accurately to avoid discrepancies.
9. For box 3, input your total wages subject to Social Security tax. Be aware of the maximum limit when entering this figure.
10. In box 4, enter the amount of Social Security tax withheld based on your taxable wages indicated in box 3.
11. Box 5 should reflect your total Medicare wages and tips without any limit. Ensure this amount represents your full earnings.
12. In box 6, write the amount of Medicare tax that has been withheld from your wages, adhering to the applicable tax rate.
13. If you reported tips, include the total in box 7 to provide a complete record of your earnings.
14. For allocatable tips as required in box 8, if applicable, specify the amount according to your employer guidelines.
15. There is no need to enter anything in box 9.
16. Box 10 should reflect any dependent care benefits deducted from your wages if necessary.
17. If applicable, report amounts from non-qualified plans in box 11.
18. In box 12, include various compensation types using the appropriate codes provided in your instructions.
19. Check the relevant boxes in box 13, which indicate your participation in specific tax categories, such as statutory employee status or retirement plan involvement.
20. Box 14 may include additional deductions or taxes not covered in other areas; ensure to detail these amounts accurately.
21. For state-related information, fill out boxes 15-20 by entering the state code, wages, and taxes withheld as they apply.
22. After completing all required fields, save your changes, and download your W2 for your records. You may choose to print or share the document as needed.

Start filling out your Paylocity W2 online today to ensure accurate reporting of your annual income and taxes.