OBBBA W-2 Compliance Checklist
Answer a few questions about your business and get a personalized action plan for W-2 tip and overtime compliance.
Answer a few questions about your business - industry, employee count, payroll system - and get a prioritized list of compliance steps.
Auto-gratuity / service charges
Do you add automatic gratuities to bills?
Multi-role employees
Do employees work in multiple tipped positions?
Tip pooling
Do employees share tips through a pool?
SSTB classification
Is your business a Specified Service Trade or Business?
Overtime
Do tipped employees work overtime hours?
Currently tracking OBBBA data
Are you already tracking tip/OT data for W-2 reporting?
Educational federal reporting guidance, reviewed October 8, 2026. Sources: 2026 IRS W-2 instructions, Notice 2025-69, and DOL tip rules.
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Frequently Asked Questions
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