Skip to main content
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.

​
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.

​
Who it’s for

Requires permission: fa.tax.view.

​
Before you start

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

​
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.

​
Key concepts

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

​
Viewing a W-2 form

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. Requires fa.tax.view. The 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.
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.
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.

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/pages/W2FormDetailPage.tsx
  • src/cores/fa/hooks/useW2Forms.ts
  • src/cores/fa/components/CreateDistributionDialog.tsx
  • src/cores/fa/types/tax.ts