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general:w2_generate_validation_report

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general:w2_generate_validation_report [2018/11/01 19:47] – created emorenogeneral:w2_generate_validation_report [2020/11/10 14:34] (current) – emoreno
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-Generate the W-2 validation report. +\\  [[payroll:reports:quarterlyannualreports:w2forms|Payroll > Reports > HR Reports > Quarterly/Annual Reports > HRS5100 - W-2 Forms]] 
  
-Review your W-2 totals by creating the W-2 Validation report. Use the report to verify totals against the HRS3000 - Calendar Year To Date and HRS5200 - Third Party Sick Pay reports. The combined totals for 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 reference page in the Appendix for clarification about how third-party sick pay amounts and 457 deferred compensation contributions and/or withdrawal amounts are handled. If any processes are performed (e.g., check issues, check voids, or deduction refunds) that change the employee’s calendar yearto-date information, regenerate the reports to verify the amounts. +VCV Generate the W-2 Validation report to review your W-2 totals.  
 +Also, verify the totals against the [[payroll:reports:yeartodatereports:calendaryeartodatereport 
 +|Payroll > Reports > Year To Date Reports > HRS3000 - Calendar Year To Date Report]] and [[payroll:reports:quarterlyannualreports:thirdpartysickpayreport|Payroll > Reports > Quarterly/Annual Reports > HRS5200 - Third Party Sick Pay Report]]. 
  
-Note: The Roth annuity is not displayed on the Validation report, but is displayed in Box 12 - BB on the W-2. Caution: Do not continue until all reports are balanced. If any manual adjustments are made to the Calendar YTD, the 941 Worksheet and Calendar YTD reports should be verified again prior to proceeding. +  * 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.  
-Enter the necessary parameter data. At this point, only the bold parameters are +  * Refer to the [[general:how_w2_boxes_are_populated|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. 
-required. + 
  
-Note: All parameters below the Tax Year (####) parameter are only used when +<WRAP Box>**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.\\  \\   
-generating the W-2 submission file (W2REPORT).+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. 
 +</WRAP>
  
-2. Click Run Preview. The Validation report is displayed on a separate page.  For this report, you will print only the Validation Rpt (V). Print only the last page of the  Validation report with the district Grand Totals.  +{{:general:process_w2_forms_-_w-2_forms_validation_report.jpg|W-2 Forms Validation Report}} 
-When the report appears, print the last page.  Only the report totals will be used in the balancing process. + 
-Note: The Calendar YTD, Quarterly 941 Worksheet, and W-2 total amounts should match. If there are discrepancies, the discrepancies should be identified and corrected.+\\ 
 +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.  
 + 
 +<WRAP box> **Note**: The Calendar YTD, Quarterly 941 Worksheet, and W-2 total amounts should match. Identify and correct any discrepancies if necessary. 
 +</WRAP>
  
  
general/w2_generate_validation_report.1541101644.txt.gz · Last modified: 2018/11/01 14:47 (external edit)

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