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general:w2_generate_validation_report
Payroll > Reports > HR Reports > Quarterly/Annual Reports > HRS5100 - W-2 Forms
❏ Generate the W-2 Validation report to review your W-2 totals. Also, verify the totals against the Payroll > Reports > Year To Date Reports > HRS3000 - Calendar Year To Date Report and Payroll > Reports > Quarterly/Annual Reports > HRS5200 - Third Party Sick Pay Report.
- The combined totals for the Calendar YTD and Third Party Sick Pay reports should balance to the Validation report. Although the third-party sick pay withholding tax displays as a separate amount on the Validation report, it is included in the employee’s withholding tax amount.
- Refer to the How W-2 Box Amounts are Populated page for clarification about how third-party sick pay amounts and 457 deferred compensation contributions and/or withdrawal amounts are handled.
Notes:
The Roth annuity is not displayed on the Validation report, but it is displayed in Box 12 - BB on the W-2. DO NOT continue until all reports are balanced.
If any manual processes are performed (e.g., check issues, check voids, or deduction refunds) that change the employee’s calendar year-to-date information, generate the reports again to verify the amounts.
All parameters below the Tax Year (####) parameter are used only when generating the W-2 submission file (W2REPORT).
Print the last page and use the Grand Totals in the balancing process.
Note: The Calendar YTD, Quarterly 941 Worksheet, and W-2 total amounts should match. Identify and correct any discrepancies if necessary.
general/w2_generate_validation_report.txt · Last modified: 2020/11/10 14:34 by emoreno