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general:w2_generate_validation_report
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Use the Human Resources > Reports > HR Reports > Quarterly/Annual Reports > HRS5100 - W-2 Forms report to generate the W-2 Validation report to review your W-2 totals.
Also, verify the totals against the Human Resources > Reports > Year To Date Reports > HRS3000 - Calendar Year To Date Report and Human Resources > Reports > HR 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.
- In the Validation Rpt (V); W2 Forms - Copy A (A), 3 Up (U), Non-preprinted 3 Up (N); or W2REPORT File (F) parameter, type V to only generate the Validation Report.
- In the Final Run - Create W-2 Historical Record? (Y/N) parameter, type N to indicate that you are not performing a final run.
- In the Tax Year (####) parameter, type 2018.
All parameters below the Tax Year (####) parameter are only used when generating the W-2 submission file (W2REPORT).
Click Run Preview. The Validation report is displayed. Print the last page and use the report totals in the balancing process.
SCREENSHOT
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.1541782332.txt.gz · Last modified: 2018/11/09 11:52 (external edit)