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academy:business_payroll_process_w2s [2022/12/05 21:32] emorenoacademy:business_payroll_process_w2s [2024/12/11 15:46] (current) emoreno
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 **Created:** 12/07/2018 **Created:** 12/07/2018
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-**Reviewed:** In Progress+**Reviewed:** 12/11/2024
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-**Revised:** +**Revised:** 12/11/2024
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 <WRAP round intro>The purpose of this document is to guide you through the necessary steps to verify and produce the annual W-2 submission file and forms for all local education agency (LEA) employees using the ASCENDER Payroll application.  <WRAP round intro>The purpose of this document is to guide you through the necessary steps to verify and produce the annual W-2 submission file and forms for all local education agency (LEA) employees using the ASCENDER Payroll application. 
  
-  * Employers with 250 or more W-2 forms are required to file electronically.   +  * Employers with 10 or more W-2 forms are required to file electronically.   
-  * Completed W-2 forms must be provided to employees on or before the deadline, which is generally January 31stBe sure to visit the SSA website for the exact deadline dates. +  * The due date for filing Forms with the SSA is generally January 31 for both paper and electronic filersVisit the SSA website for the exact deadline dates. 
  
-The Social Security Administration (SSA) recommends that all employers who have the ability to create an electronic filing W-2 (EFW2) use the Business Services Online (BSO) system to file reports. You must register to use Business Services Online - Social Security’s suite of services that allows you to file W‐2s online and verify your employees’ names and Social  Security Numbers against their records.   +The Social Security Administration (SSA) recommends that all employers who have the ability to create an electronic filing W-2 (EFW2) use the Business Services Online (BSO) system to file. You must register to use Business Services Online - Social Security’s suite of services, which allows you to file W‐2s online and verify your employees’ names and Social  Security Numbers against their records.  
-  The BSO password is only valid for 90 days. Be sure you can access your account + 
-  * New LEA employees must set up a new account.+**<color #ed1c24>Effective March 25, 2023</color>**, the Business Services Online (BSOaccess and registration process changed, review the [[https://www.ssa.gov/employer/|Employer W-2 Filing Instructions & Information]] for updated procedures.
  
 For more information about SSA’s Business Services Online system, visit https://www.ssa.gov/bso/services.htm. For more information about SSA’s Business Services Online system, visit https://www.ssa.gov/bso/services.htm.
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 </WRAP> </WRAP>
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 =====  Before You Begin =====  =====  Before You Begin ===== 
  
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 ++++Before you begin.|{{page>general:business_payroll_process_w2s_beforeyoubegin&inline}}++++ ++++Before you begin.|{{page>general:business_payroll_process_w2s_beforeyoubegin&inline}}++++
  
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 =====  Process W-2 Forms=====  =====  Process W-2 Forms===== 
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 +<WRAP center round important>
 +**IMPORTANT**:  If you have already submitted W-2 information to the Business Services Online (BSO), W-2 form or file corrections **cannot** be created in ASCENDER. Contact BSO to create corrected W-2 forms or files.
 +</WRAP>
  
   - ++Generate the Calendar YTD and 941 Worksheet Reports.|{{page>general:w2_generate_calendar_ytd_and_941&inline}}++   - ++Generate the Calendar YTD and 941 Worksheet Reports.|{{page>general:w2_generate_calendar_ytd_and_941&inline}}++
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 ===== Additional Tasks=====  ===== Additional Tasks===== 
   - ++Update the district EP options.|{{page>general:w2 update ea options&inline}}++   - ++Update the district EP options.|{{page>general:w2 update ea options&inline}}++
 +  - ++Print or save W-2s for all employees.|{{page>general:w2_printall&inline}}++
   - ++Reprint W-2 forms.|{{page>general:w2 reprint&inline}}++   - ++Reprint W-2 forms.|{{page>general:w2 reprint&inline}}++
  
  
academy/business_payroll_process_w2s.1670275973.txt.gz · Last modified: 2022/12/05 21:32 by emoreno