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Trace: • moving_10month_employees_cyr_payroll_step9 • w2_generate_calendar_ytd_and_941 • moving_11month_employees_cyr_payroll_step4 • Verify bank account group fund fiscal year • moving_10month_employees_cyr_payroll_step4
general:w2_generate_calendar_ytd_and_941

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general:w2_generate_calendar_ytd_and_941 [2018/12/07 18:40] – emorenogeneral:w2_generate_calendar_ytd_and_941 [2022/10/24 19:21] (current) – emoreno
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-\\  [[humanresources:reports:hrreports:yeartodatereports:calendaryeartodatereport|Human Resources > Reports > Year To Date Reports > Calendar Year To Date Report]]+\\  [[payroll:reports:yeartodatereports:calendaryeartodatereport|Payroll > Reports > Year To Date Reports > Calendar Year To Date Report]]
  
-VCV Generate the HRS3000 - Calendar YTD and HRS5000 - 941 Worksheet reports to verify that the fourth quarter totals and the previously reported 941 Worksheet quarter totals equal the total YTD amounts. If the totals do not balance, it is possible that data changed in a previous quarter (in TxEIS) and a 941C was not reported; if that is the case, make the necessary adjustments to correct the issues. +VCV Generate the HRS3000 - Calendar YTD and HRS5000 - 941 Worksheet reports to verify that the fourth quarter totals and the previously reported 941 Worksheet quarter totals equal the total YTD amounts. 
  
-The report provides a listing of employee earnings between January 1 and December 31. Typically, +  * If the totals do not balance, it is possible that data changed in a previous quarter (in ASCENDER) and a 941C was not reported; if that is the case, make the necessary adjustments to correct the issues.  
-this report is printed after posting payroll information to the master file to verify employee earnings.+  * The report provides a listing of employee earnings between January 1 and December 31. Typically, this report is printed after posting payroll information to the master file to verify employee earnings. 
 +\\ 
 +{{:general:process_w2_forms_-_calendar_year_to_date_report.jpg|Calendar Year To Date Report Parameter Page}}
  
-++++Image|{{:academy:business:overview_guide:w-2_hrs3000.jpg|HRS3000 Calendar Year To Date Report Parameter Page}}++++ 
  
- +<WRAP Box>**Note**: Keep in mind that any manual adjustments made on the [[payroll:maintenance:calendarytddata:calendarytd|Payroll > Maintenance > Calendar YTD Data]] page are not reflected on this report.
-<WRAP Box>**Note**: Keep in mind that any manual adjustments made on the [[humanresources:maintenance:calendarytddata:calendarytd|Human Resources > Maintenance > Calendar YTD Data]] page are not reflected on this report.+
 </WRAP> </WRAP>
  
 The last page of the report displays the LEA totals. Print the totals page to use later in the balancing process. Reference the following totals: The last page of the report displays the LEA totals. Print the totals page to use later in the balancing process. Reference the following totals:
  
-  * **FICA Gross** +{{:general:process_w2_forms_-_calendarytd_reportview.jpg|Calendar YTD Report}} 
-  * **Emp FICA Tax** + 
-  * **Taxable Gross** +<div indent> 
-  * **Medicare Gross** +1. **Taxable Gross**\\ 
-  * **Medicare Tax** +2. **Withholding Tax**\\ 
-  * **Withholding Tax**+3. **FICA Gross**\\ 
 +4. **Emp FICA Tax**\\ 
 +5. **Medicare Gross**\\ 
 +6. **Medicare Tax**\\ 
 +</div>
 \\ \\
-VCV Generate the [[humanresources:reports:hrreports:quarterlyannualreports:941worksheet +VCV Generate the [[payroll:reports:quarterlyannualreports:941worksheet 
-|Human Resources > Reports > HR Reports > Quarterly/Annual Reports > HRS5000 - 941 Worksheet]] report.+|Payroll > Reports > Quarterly/Annual Reports > HRS5000 - 941 Worksheet]] report.
  
-++++Image|{{:academy:business:overview_guide:w-2_hrs5000.jpg|HRS5000 941 Worksheet Report Parameters Page}}+++++The totals in this report include all regular payrolls, supplemental payrolls, and adjustments. 
 + 
 +{{:general:process_w2_forms_-_941_worksheet_report.jpg|941 Worksheet Report Parameter Page}}
  
  
 Only the district totals at the end of the report are used for comparison purposes in the balancing process. Only the district totals at the end of the report are used for comparison purposes in the balancing process.
  
 +{{:general:process_w2_forms_-_941_worksheet_reportview.jpg|941 Worksheet Report}}
 +
 +<div indent>
 +1. **Taxable Gross**\\
 +2. **Withholding Tax**\\
 +3. **FICA Gross**\\
 +4. **Emp FICA Tax**\\
 +5. **Medicare Gross**\\
 +6. **Medicare Tax**
 +</div>
general/w2_generate_calendar_ytd_and_941.1544208026.txt.gz · Last modified: 2018/12/07 13:40 (external edit)

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