Print W-2s
SmartFusion Modules -> Payroll -> Payroll -> Taxes
LastRecent Update:Updates:
6.43/6.44 - Added and Illinois specific file export.This file is essentially the same as the federal file, but includes an "RV" row which includes the total count of "RS" records, the total state wages, and the total state taxes withheld.
6.41 - Updated W-2 reports and export files to include amounts for W-2 pay types FF (Permitted Benefits Under a Qualified Small Employer Health Reimbursement Arrangement)
6.26 - Corrected Print W-2 export file to separate Social Security Wages and Tips. Position 210 through 220 will now display the correct Social Security Wages(Federal Wages - Social Security Tips) and position 254 through 264 will display the Social Security Tips.
6.15
- Added local taxes to the totals report
-report; Added logic to check W2 data for data exceptions. If found, a message box will pop up suggesting to the user to run the w2W2 summarization report for exceptions.Input Parameters:
Report Sequence -
Name
Department
Location
Select process -
Print W2's
Create File
Print and Create File
Enter Period to Report -
Current
Current Quarter
Fiscal Year
Month
Quarter 1
Quarter 2
Quarter 3
Quarter 4
Year
Select W2 Type -
Standard Employee Copies
Standard Employee Mailer
Standard Employer Copies
3rd Party Format
Document Services
Include totals - Checkbox (disabled if 'Print totals only' is checked)
Print totals only - Checkbox (disabled if 'Include totals' is checked)
Print inactive employees at end - Checkbox
Federal File Name
State File Name
Export Totals - Checkbox visible only for GA Clients
Totals Report
When the checkbox for either 'Include totals' or 'Print totals only' is checked, a report with all the W-2 YTD totals will be printed. This report shows a sum of all the wages and taxes for:
- FICA
- Medicare
- Federal
- State
- Local (including a sub report with a break down of all the local tax codes)
Process Create File
When Create File is selected, the file path fields become editable. Federal and State file paths are saved in user settings and will be auto populated when Create File is selected again even after closing the window.
Georgia and Pennsylvania are the only state's that have a file created for state.(PR - System settings- W2 - Create second W2 file in State specified format)
Notes on Pennsylvania's format
When Create File is selected from the Select process drop down, the following state codes will be used:
AL:01
AK:02
AZ:04
AR:05
CA:06
CO:08
CT:09
DE:10
DC:11
FL:12
GA:13
HI:15
ID:16
IL:17
IN:18
IA:19
KS:20
KY:21
LA:22
ME:23
MD:24
MA:25
MI:26
MN:27
MS:28
MO:29
MT:30
NE:31
NV:32
NH:33
NJ:34
NM:35
NY:36
NC:37
ND:38
OH:39
OK:40
OR:41
PA:42
RI:44
SC:45
SD:46
TN:47
TX:48
UT:49
VT:50
VA:51
WA:53
WV:54
WI:55
WY:56
Notes
Print Reports- (Based on W2 Type)
Standard Employee Copies (C) - pr-print-w2s-employee-copy.rpt
Standard Employee Mailer (EM) - pr-print-w2s-employee-mailer.rpt
Standard Employer Copies (EC) - pr-print-w2s-employer-copy.rpt
3rd Party Format (3) -pr-print-w2s-3rd-party.rpt
Document Services (D) - Creates an XML file
Totals Report (checkbox) - pr-print-w2s-totals.rpt
Create File (for all W2 types)for Federal - pr-print-w2s-export.rpt
W2 work table is built from PR158w. The xml file generated is named pr158r09.rpt.xml. The location of the file can be found on each user's local computer: C:\Users\
\AppData\Roaming\CSI\ReportData. When printing W2s, there's an additional check on the data to verify that it is adding up correctly. A message box will appear if the system determines there are problems. Generally, a user would find these exceptions in the W2 Summarization report before printing but that is not always the case. The message box suggests that the user run the W2 Summarization report to correct the problems.