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After entering all paycheck information, you can easily review a summary of income and deduction information using the summary worksheets.

1. In the main menu bar, select Client>B22… to open the Statement of Current Monthly Income… window.
2. In the Wages, salary, tips… area, click .
3. Review the paycheck summary information in the Paycheck Summary Worksheet (page 1 in the Form/Report Previewer) and the Deduction Summary Worksheet (page 2 in the Previewer).
4. Verify the completeness and accuracy of the paycheck information you entered:

• Open the EZ-Filing Calculator.
• Using the check stubs, run a tape totaling the gross amount, taxes, any other deductions, and/or the net amount of each group of checks.
• Compare the total on the adding-machine tape with the Hash totalHash totals are numbers that are used for error-checking. They are calculated by adding numbers such as payroll or account numbers. Even if hash totals do not make sense, they are useful for checking the completeness and accuracy of records. for the corresponding column on the Paycheck Summary Worksheet.
• If the totals are different, return to the Statement of Currently Monthly Income… window.

5. In the Wages, salary, tips… area, select an employer and click to open the Edit Employer window.

• Edit the paycheck information to correct errors.
• Click OK to close the window and save your work.

6. Review the Diagnostic/Notes information. They may include the following:

Diagnostic/Notes	Explanation	Action
Insure this is the last check issued in [year]	The check is the last one entered for the year, but it is not dated 12/31.	Make sure that you have included all late-year checks (like bonus checks).
Outside income inclusive dates	The check date is not within the 6 months prior to the filing date.	No action is necessary, because EZ-Filing has automatically entered "0.00" in the Form B22 column so the information for the check will not appear on Form B22.
Date sequence gap: possible missing prior check	EZ-Filing detects an unexpectedly long gap between this check date and the check date immediately preceding it.	Make sure that you haven't overlooked a check issued between the indicated check and the one before it.
Net check amount is negative!	The total deductions entered for the paycheck exceed the total earnings.	Correct the data-entry error.
(adjusted by 0.0X for rounding)	The DEBTOR or SPOUSE total in the Form B22 column is not the exact total of the amounts listed in that column.	No action is necessary—this is simply an explanation of what might appear to be an error. These totals are commonly rounded to the nearest penny, because they are always the result of dividing by 6 and many of them cannot be divided evenly by 6.

7. To view the Deduction Summary Worksheet, click in the toolbar to go to page 2.
8. Review the deduction summary information.
   Note: If you enter additional amounts for these line items (in the IRS other necessary expenses area on the IRS Standards or Other tabs), the final amounts on Form B22 will be different from the amounts currently shown on this worksheet.
9. In the By Paycheck Deduction section of the worksheet, review the following . If errors exist, return to the Edit Employer window and make adjustments.

Column	Explanation
Paycheck Deduction	The name of the deduction that you entered in the Add Paycheck window.
Form B22 Line Assignment	The line on Form B22 to which the deduction is assigned.
Amount	The gross amount you entered for the deduction.
Adjustment	The adjustment amount that you entered, if any, for the deduction.
Net	The difference between the amounts in the Amount and Adjustment columns, if the deduction is allowable and you have checked the box in the … payroll deductions (check all allowable) list under the Other tab.
Form B22	The actual amount that appears on Form B22, if the amount is 0.00 and the deductions box in the …payroll deductions (check all allowable) list on the Other tab is not checked.

10. Review the following in the By Form B22 Line Assignment section of the worksheet. If errors exist, return to the Edit Employer window and make adjustments.

Field	Explanation
Form B22 Line Assignment	The line assignment selected in the Edit Payroll Deduction window. If a particular line assignment has not been associated with any payroll deduction, it does not appear in the list.
Amount	The total amount from all paycheck deductions assigned to the line assignment. For example, if you total all the amounts in the Form B22 column (in the By Paycheck Deduction section) whose assignments shown in the Form B22 Line Assignment column are the same, you will arrive at the total displayed in the Amount column.

11. To print a copy of the worksheets, select File>Print in the main menu bar.

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