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Print W-2s

SmartFusion Modules -> Payroll -> Payroll -> Taxes

Last Update: 6.136.15
- ModifiedAdded thelocal report to produce a file conformedtaxes to the filetotals specificationreport
- asAdded specifiedlogic byto check W2 data for data exceptions. If found, a message box will pop up suggesting to the Stateuser ofto Pennsylvaniarun the w2 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

NOTE:

Totals Report

PrintWhen Reports-the (Basedcheckbox onfor W2either Type)'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:

• Standard Employee Copies (C) - pr158r09.rpt

  FICA

• Standard Employee Mailer (EM) - pr158r09a.rpt

  Medicare

• Standard Employer Copies (EC) - pr158r39.rpt

  Federal

• 3rd Party Format (3) - pr158r19.rpt

  State

• DocumentLocal Services(including (D)a -sub Createsreport anwith XMLa file

  break down of all the local tax codes)

Create File (for all W2 types)for Federal - pr158r29.rpt

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.

Reference

QA Test Plans for Print W-2s