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Company W-3 Summary Report

Learn how to view the company summary report to preview and use for payroll records.

Available for Basic Payroll, Full Service Payroll

The Company W-3 Summary Report shows a preview of information that will be printed on the company Form W-3. Form W-3 shows the total of all amounts reported on W-2 forms for all employees. This is helpful at the end of the year, when confirming that income is properly reported.


To find the W-3 Summary Report:

Reports > Payroll Tax Reports > W-2 & W-3 Summary

  • Select "Company W-3 Summary" Report.

  • Select the tax year, and click Run Report.

    • If you do not see the tax year that you are expecting in the drop down, it may be that you have not downloaded W2s for that year in Patriot's payroll

  • The W-3 Box Number, Description, and Amount will appear.

If you find that you need to make changes to the amounts shown, you can run an additional payroll for individual employees.

Also see the help article Employee W-2 Summary Report.

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