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Documentation Index

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The W-2 Form Details page (/fa/tax/forms/w2/:id) shows the complete W-2 wage statement for a single employee and supports distribution and correction actions.

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Overview

The W-2 Form Details page loads a form via useW2FormDetail (keyed by :id and org) backed by the fa_w2_forms table. The breadcrumb label is derived from employee_name. The page shows:
  • A W2BoxBreakdown component rendering key-value pairs from the box_amounts JSON field (filtering out null/zero/empty values).
  • A distribution action via CreateDistributionDialog (gated by PermissionGate).
  • A Create W-2C (corrected W-2) button that calls useCreateW2Form with a corrected form payload.

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Who it’s for

Requires permission: fa.tax.view.

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Before you start

  • The W-2 record must exist. Navigate from /fa/tax/forms/w2.
  • You need fa.tax.view to access this page.

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Steps

View W-2 details
  1. Navigate to /fa/tax/forms/w2/:id (or click a form from the W-2 Forms list).
  2. Review the employee wage information and box breakdown.
Initiate distribution
  1. Click the distribution action (requires appropriate permission via PermissionGate).
  2. Complete the CreateDistributionDialog.
Create a corrected W-2 (W-2C)
  1. Click Create W-2C.
  2. A corrected form is created via useCreateW2Form.

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Key concepts

  • Box amounts: JSON field (box_amounts) on fa_w2_forms containing per-box wage/tax values; rendered by W2BoxBreakdown.
  • W-2C: A corrected W-2 form; created by calling useCreateW2Form with the same tax_year_id and corrected flag.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/W2FormDetailPage.tsx
  • src/cores/fa/hooks/useW2Forms.ts
  • src/cores/fa/components/CreateDistributionDialog.tsx