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academy:business_payroll_process_w2s [2022/12/07 20:19] 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. Effective September 192022, the process for registering with BSO has changed, be sure to review the [[https://www.ssa.gov/employer/|Employer W-2 Filing Instructions & Information]] for updated procedures.+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.  
 + 
 +**<color #ed1c24>Effective March 252023</color>**, the Business Services Online (BSO) access 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.1670444341.txt.gz · Last modified: 2022/12/07 20:19 by emoreno