FEATURES
Every Check Your Workflow Demands.
W-2 Verifier Pro provides a comprehensive set of validation and review capabilities — organized, documented, and built for professional use.
10+
Validation Checks
All
W-2 Boxes Covered
Multiple
Report Formats
Multi-Year
Tax Years Supported
Data Validation
Validate every W-2 field entry against expected formats, data types, and required-field rules. Catch missing SSNs, malformed EINs, blank required boxes, and out-of-range values before they become filing problems.
- ›Required field presence checks
- ›Format validation for SSN, EIN, ZIP
- ›Data type enforcement per box
- ›Out-of-range value detection
Mathematical Checks
Verify that wage, withholding, and tax figures are internally consistent. Cross-check Social Security wages against the annual wage base, Medicare tax against Medicare wages, and federal withholding against reported wages.
- ›Social Security wage base verification
- ›Medicare tax rate consistency
- ›Federal withholding reasonableness
- ›Total compensation cross-check
Cross-Field Verification
Check the relationships between W-2 boxes. Verify that Box 3 (Social Security wages) and Box 5 (Medicare wages) align correctly with Box 1 (federal wages) and that withholding figures in Boxes 2, 4, and 6 are consistent.
- ›Box 1 vs. Box 3 and Box 5 alignment
- ›Withholding ratio analysis
- ›Pre-tax benefit deduction consistency
- ›Retirement contribution field checks
EIN & Employer Review
Review employer identification numbers for correct format and completeness. Check employer name, address, and state information fields for required presence and formatting.
- ›EIN format validation (XX-XXXXXXX)
- ›Employer name completeness
- ›Employer address field review
- ›State ID number format checks
Duplicate Detection
Screen W-2 entries for potential duplicates by employee identifier, EIN, and wage combination. Flag entries that appear more than once for additional review before processing.
- ›Employee identifier duplicate check
- ›EIN + wage combination screening
- ›Multi-employer duplicate detection
- ›Batch duplicate analysis
Exception Management
All flagged items are organized into a structured exception queue. Each exception includes the field name, the value found, the rule triggered, and a severity level (REVIEW or FAIL).
- ›Structured exception queue
- ›Rule-level exception detail
- ›Severity classification
- ›Reviewer note attachment
Verification Reports
Generate professional verification records documenting the complete review. Reports include a summary of checks performed, pass/review/fail counts, exception details, and reviewer information.
- ›Summary verification record
- ›Exception detail listing
- ›Reviewer documentation fields
- ›Exportable report format
Audit Trail
Maintain a complete audit trail of verification activity — who reviewed what, when, and what actions were taken on each exception. Essential for professional liability documentation.
- ›Reviewer identity logging
- ›Timestamp on all actions
- ›Exception resolution tracking
- ›Review history by W-2
State & Local Field Review
Review state wages, state income tax withheld, and local tax fields for consistency with federal figures and applicable state-level rules.
- ›State wage vs. federal wage review
- ›State withholding consistency
- ›Local tax field validation
- ›Multi-state W-2 support
Tax-Year Versioning
Verification rules are maintained by tax year, reflecting annual changes to wage bases, contribution limits, and IRS requirements. Review W-2s for the correct tax year with the correct rule set.
- ›Annual rule set updates
- ›Multi-year W-2 support
- ›Tax-year-specific wage bases
- ›Year-over-year comparison