Identifying qualified business expenses

Use this procedure to manually enter an employee's business expenses. These expenses appear in Box 13 of your W-2 forms. Only use this procedure if you are not tracking qualified business expenses using pay codes and pay classes. For more information, see the Payroll Year End Procedures Manual.

To enter qualified business expenses

  1. Access Employee (HR11).
  2. Select the Year End tab.
  3. Enter the business expense amount that the employee was reimbursed that exceeds the amount treated as substantiated under IRS rules.
    Caution: 
    If you enter a business expense pay class on W-2 Parameters (PR27.1) , Payroll overrides any information you enter manually on Employee (HR11).

Options for automatically entering qualified business expenses for employees

The following options are available for automatically entering qualified business expenses in Box 13 of your W-2 forms.

Note: This procedure is automatic only if you have tracked this information for the entire year using a pay code
To Use
Automatically report qualified business expenses W-2 Parameters (PR27.1)
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