Get W2 Details Report (BOLD Analyze)

This standard report provides various details for talent W2s useful for year-end business planning such as gross wages, taxable wages (fed, state & local), as well as employer wages paid and taxes.

Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.

Click on the links below for more information:

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

 

CHAPTERS

Legend
    Filter Panel
Locating the Analyze Report
Logic
Filter Options
Graphs/Widgets
Field Details
    Detail
    EE Summary
    ER Summary
    W2 Count

 

Legend

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Filter Panel

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Locating the Analyze Report

  1. Click on Analyze Tab
    The Reports Sub Tab will automatically be selected
  2. In the Search Reports field, type GET W2
  3. Click on the Get W2 Details Report

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Logic

This standard report provides various details for talent W2s useful for year-end business planning such as gross wages, taxable wages (fed, state & local), as well as employer wages paid and taxes.

 

Filter Options

mceclip2.png Filter Name Options Description
Division  All available Employers List Use this filter to refine Talent's Employers 
Region All available Regions List Use this filter to refine Talent's Regions
Office All available Office List Use this filter to refine Talent's Offices
Year ID Free Text. 4-digit year i.e. 2017 A single year for which the tax information is displayed. A range of years is not allowed.
Return Type Results / Summary

If Return Type = Detail, Information from all boxes of talent’s W2 with additional personal information is shown.

If Return Type = EE Summary, Information from all boxes of talent’s W2 is shown.

If Return Type = ER Summary, the report summarizes total of talent W2 information for selected employer & year.

If Return Type =W2 Count, Total # of W2 payees & W2 pages is shown.

 

Graphs/Widgets

Detail

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EE Summary

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ER Summary

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W2 Count

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Field Details

 

Detail

Field Name Description Notes
Talent Employer Talent's Division  
Talent Region Talent's Region  
Talent Office Talent's Branch  
SSN Talent's SSN. Shows Last 4 digit of SSN  
Talent ID Talent's ID in FrontOffice/Bold  
BO Employee ID Talent’s ID in BackOffice/Classic  
Talent Talent’s name  
Last Name Talent’s Last name  
First Name Talent’s First name  
Middle Name Talent’s Middle name  
Address 1 Talent's Address 1  
Address 2 Talent's Address 2  
City Talent's City  
State Talent's State  
Zip  Talent's Zip Code  
Email Talent's Email  
Talent Phone Talent's Phone Number Considers Talent's Mobile Phone Number first, if it is not available pulls Talent's Home Phone Number and if it is not available pulls Talent's Work Phone Number
Electronic W2 Talent's Interview answer for the question: Electronic W-2  
Social Security Tips Total Tips amount reported to the Employer to be subjected to Social Security withheld  
Allocated Tips Employer Assigned Tips in addition to Talent reported tips  
Dependent Care Benefits Total Dependent Care Benefit amount  
Non Qualified Plan 457 Reported distributions to a talent from a Nonqualified Plan Shows NonQualifiedPlan457
Box 12 Text One 12 A Code Shows first Code: Value from Box 12a
Box 12 Text Two 12 B Code Shows second Code: Value from Box 12b
Box 12 Text Three 12 C Code Shows third Code: Value from Box 12c
Box 12 Text Four 12 D Code Shows fourth Code: Value from Box 12d
Statutory Employee Indicator Yes/No. Indicates if the Talent is a Statutory Talent  
Retirement Plan Indicator Yes/No. Indicates if the Talent is covered by Employer's Retirement Plan  
Third Party Sick Pay Indicator Yes/No. Indicates if the Talent receives a third party sick pay  
Box 14 Text Final Other information or reported amounts of talent  
Total Gross Talent's total Gross Wages  
Fed Taxable Gross
Talent's total Federal Taxable Gross
 
Fed Tax Amount Total Federal Tax amount deducted from talent  
FICA Taxable Gross Talent's total FICA Taxable Gross  
FICA Tax Amount Total FICA Tax amount deducted from talent  
Med Taxable Gross Talent's total Medicare Taxable Gross   
Med Tax Amount Total MED Tax amount deducted from talent  
Tax State Number of Taxed States  
State Taxable Gross Talent's total State Taxable Gross  
State Tax Amount Total Amount of State Tax deducted from talent  
Local Tax Name Tax Code of Local Tax (from GS Locality Mapping)  
Local Tax Code Local Tax Name within State  
Local Tax State Name of State with Local Tax  
Local Taxable Gross Talent's total Local Taxable Gross Pay   
Local Tax Amount Total Local Taxable Amount Deducted from talent  

 

EE Summary

Field Name Description Notes
Talent Employer Talent's Division  
Talent Region Talent's Region  
Talent Office Talent's Branch  
SSN Talent's SSN. Shows Last 4 digit of SSN  
Talent ID Talent's ID in FrontOffice/Bold  
BO Employee ID Talent’s ID in BackOffice/Classic  
Talent Talent’s name  
Last Name Talent’s Last name  
First Name Talent’s First name  
Middle Name Talent’s Middle name  
Address 1 Talent's Address 1  
Address 2 Talent's Address 2  
City Talent's City  
State Talent's State  
Zip  Talent's Zip Code  
Social Security Tips Total Tips amount reported to the Employer to be subjected to Social Security withheld  
Allocated Tips AllocatedTips  
Dependent Care Benefits Total Dependent Care Benefit amount  
Non Qualified Plan 457 11 Nonqualified plans Shows NonQualifiedPlan457
Box 12 Text One 12 A Code Shows first Code: Value from Box 12a
Box 12 Text Two 12 B Code Shows second Code: Value from Box 12b
Box 12 Text Three 12 C Code Shows third Code: Value from Box 12c
Box 12 Text Four 12 D Code Shows fourth Code: Value from Box 12d
Statutory Employee Indicator Yes/No. Indicates if the Talent is a Statutory Talent  
Retirement Plan Indicator Yes/No. Indicates if the Talent is covered by Employer's Retirement Plan  
Third Party Sick Pay Indicator Yes/No. Indicates if the Talent receives a third party sick pay  
Box 14 Text Final Provided other information or reported amounts of talent  
Total Gross Talent's total Gross Wages  
Fed Taxable Gross
Talent's total Federal Taxable Gross
 
Fed Tax Amount Total Federal Tax amount deducted from talent  
FICA Taxable Gross Talent's total FICA Taxable Gross  
FICA Tax Amount Total FICA Tax amount deducted from talent  
Med Taxable Gross Talent's total Medicare Taxable Gross   
Med Tax Amount Total MED Tax amount deducted from talent  
Tax States Number of Taxed States  
State Taxable Gross Talent's total State Taxable Gross  
State Tax Amount Total Amount of State Tax deducted from talent  
Local Tax Codes Tax Code of Local Tax (from GS Locality Mapping)  
Local Tax Names Local Tax Name within State  
Local Tax States Name of State with Local Tax  
Local Taxable Gross Talent's total Local Taxable Gross Pay   
Local Tax Amount Total Local Taxable Amount Deducted from talent  

 

ER Summary

Field Name Description Notes
SSN Count Number of Talent's  Social Security Numbers  
Total Gross Total Gross Wages  
Fed Taxable Gross
Total Federal Taxable Gross Wages
 
Fed Tax Amount
Total Federal Tax Amount
 
FICA Taxable Gross Total FICA Taxable Gross Wages  
FICA Tax Amount Total FICA Tax Amount  
Med Taxable Gross Total Medicare Taxable Gross Wages  
Med Tax Amount
Total Medicare Tax Amount
 
Tax States Number of Taxed States  
State Taxable Gross Total State Taxable Gross  
State Tax Amount Total Amount of State Tax  
Local Tax Codes Number of Local Tax Codes  
Local Tax Names Number of Local Tax Names  
Local Tax States Number of States with Local Taxes  
Local Taxable Gross Total Amount of Local Taxable Gross Wages  
Local Tax Amount Total Local Taxable Amount  

 

W2 Count

Field Name Description Notes
W2 Payee Count Total Number of W2 Payees  
W2 Page Count Total Number of W2 Pages  

 

 

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