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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The W-2 Forms page (/fa/tax/forms/w2) lists all W-2 wage statement records for the organization and provides navigation to individual form details.

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Overview

The W-2 Forms page renders a DataTable of fa_w2_forms rows via useW2FormsList. Columns include: Employee Name, Employee ID, Wages (wages_tips_compensation formatted as currency), Status, and a View action. Clicking an employee name or View navigates to /fa/tax/forms/w2/:id. A New button is present in the header. The route is gated by fa.tax.view.

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Who it’s for

Requires permission: fa.tax.view.

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Before you start

  • W-2 records must be generated or imported.
  • You need fa.tax.view to access this page.

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Steps

View W-2 forms
  1. Navigate to /fa/tax/forms/w2.
  2. Browse the data table.
Open a specific W-2
  1. Click the Employee Name link or the View button.
  2. The W-2 Form Details page opens at /fa/tax/forms/w2/:id.

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Key concepts

  • W-2 form: A fa_w2_forms row with employee_name, employee_id, wages_tips_compensation, and status.

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/W2FormsPage.tsx
  • src/cores/fa/hooks/useW2Forms.ts
  • src/cores/fa/types/tax.ts