Payroll Module Update – Qualified Overtime on W-2s

As shared during the Customer Conference on Friday, September 26th, we’ve made an important update to the Payroll Module. You now have the ability to indicate Qualified Overtime (QOT) on employee W-2s.
How to enable this feature:

1. You must be a Super User to turn this on.
2. Navigate to: Maintain Overtime Rates → Highlight Rate → Change.
   
3. Check the box: “Include in Box 12 or 14 on W-2’s.”
   • The W-2 text will display as “QOT.” (Note you can change this to say whatever you want)
   • You can choose either Box 12 or Box 14.
     • Box 14 is generally considered an FYI box.
     • Box 12 is often used for deductions that have a tax impact (example: Deferred Comp).
     • The IRS has not yet provided definitive guidance on which box is required

Important Note:
This setting will apply retroactively back to the start of the year, ensuring all qualified overtime is properly included on the W-2 in the selected box.

If you have any questions, please contact us at support@workhorsewi.com.

Thank you,

The Workhorse Team