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payroll:reports:quarterlyannualreports:w2forms

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payroll:reports:quarterlyannualreports:w2forms [2020/10/06 19:48] – created emorenopayroll:reports:quarterlyannualreports:w2forms [2024/04/05 19:23] (current) emoreno
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 <WRAP round intro>The report prints W-2 wage and earnings statements for each individual. It can also create a W2REPORT file that is saved to a user-defined drive/folder allowing you to file using the electronic file format. When W-2s are verified and completed, you can then create a W-2 historical file that populates the employee's W2 Inquiry tab on the Calendar YTD page. The W-2 historical file data can be updated or changed as often as required by selecting Y for the final run. Changes are added and updated in the W-2 historical file. <WRAP round intro>The report prints W-2 wage and earnings statements for each individual. It can also create a W2REPORT file that is saved to a user-defined drive/folder allowing you to file using the electronic file format. When W-2s are verified and completed, you can then create a W-2 historical file that populates the employee's W2 Inquiry tab on the Calendar YTD page. The W-2 historical file data can be updated or changed as often as required by selecting Y for the final run. Changes are added and updated in the W-2 historical file.
  
-**Note**:  If you want to restore the original W-2 historical file, an import of the affected payroll frequency data prior to the final run must be performed (an export must have been made using [[humanresources:utilities:exporthumanresourcesbypayroll|Export Human Resources by Payroll]]).+
  
 [[general:how_w2_boxes_are_populated|How W-2 box amounts are populated]] [[general:how_w2_boxes_are_populated|How W-2 box amounts are populated]]
  
-VCV Use the Human Resources > Tables > District HR Options page to select your **W-2 Print Options**. These options allow you to select the amounts (TRS, HLTH, CAF, NTA, TXA, TFB) to be printed on the employee W-2 form (Box 14). These options also apply to W-2 forms that are printed from ASCENDER EmployeePortal.+VCV Use the Tables > District HR Options page to select your **W-2 Print Options**. These options allow you to select the amounts (TRS, HLTH, CAF, NTA, TXA, TFB) to be printed on the employee W-2 form (Box 14). These options also apply to W-2 forms that are printed from ASCENDER EmployeePortal
 + 
 +VCV The district’s name and address from the District Administration > Tables > District Information > District Name/Address tab is used when the W-2 forms are printed. The district’s name and address are used as parameters when the W-2 file is created using the Quarterly/Annual Reports > HRS5100 - W-2 Forms.
  
-VCV The district’s name and address from the District Administration > Tables > District Information > District Name/Address tab is used when the W-2 forms are printed. The district’s name and address are used as parameters when the W-2 file is created using the Human Reports > HR Reports > Quarterly/Annual Reports > HRS5100 - W-2 Forms. 
  
 +</WRAP>
  
 +<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> </WRAP>
  
payroll/reports/quarterlyannualreports/w2forms.1602013687.txt.gz · Last modified: 2020/10/06 14:48 (external edit)