W-2 Prep: Upcoming Webinar and New Reports for Tips & Overtime Premium

Hi all!

With the February 2nd W-2 deadline approaching, we've added new reports to help you track and report tips and premium overtime in OB3. If your agency handles tip wages or premium overtime pay, these reports can simplify your year-end tax reporting workflow.

Join Our W-2 Preparation Webinar

📅 January 6 at 1:00 PM CST | ⏱️ 30 minutes

Learn how to use OB3's Additional Questions feature to capture tips and premium overtime for accurate W-2 reporting. We'll walk through configuration, the import workflow, and compliance requirements.

Note: This manual process is only needed for 2025 W-2s—starting in 2026, this functionality will be built directly into OB3.

Register for the webinar: W-2 Preparation: Tips & Premium Pay Reporting in OB3

New Reporting Tools Now Available

These reports help you track compensation types eligible for new federal tax deductions (2025-2028) - specifically the "premium" portion of FLSA overtime and cash tips in Treasury-designated occupations. If your agency processes these types of pay, these reports can help you provide accurate information to employees for tax filing purposes.

OB3 includes two reports designed specifically for tax season preparation:

OBBB Qualified Tips Report – Track all paid tip wages by employee over any date range. Choose detailed views with job information or simplified summaries depending on what you need. Learn more about the Qualified Tips Report

OBBB Qualified Overtime Premium Report – Generate overtime wage information filtered by company, employee, date range, and pay code types. Available in both detailed and summary formats. Learn more about the Qualified Overtime Premium Report

Both reports help you provide employees with accurate wage information for tax filing and income verification purposes.