Service Titan Knowledge Base

Payroll Pro: W2 Preview report templateLast updated on 12/01/2022

Use the W2 Preview report to view the year to date W2 figures for each employee. This allows you to correct any mistakes prior to the official W2 being generated.

Things to know

  • The Employee SSN column includes only the last 4 digits of the employee’s social security number.

Create a Payroll Pro: W2 Preview report

Follow the steps to create a custom report based on the Payroll Pro: W2 Preview template and select the columns to include in your report.

The template has the following columns selected by default:

  • Employee Name: The employee’s name

  • Employee SSN: The employee’s Social Security Number

  • Created At: The date the W2 preview was created

  • Employee Address: The employee’s address

  • Employer Address: The employer’s address

  • Employer FEIN: The employer’s Federal Employer Identification Number 

Note: Additional columns may appear on your report, depending on the earnings, benefits, taxes, deductions, and other information for the employee.

Run a report

  1. Enter a Year to set the year for the W2s.

  2. When you’re done selecting the time period for the report, click Run Report

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.