Quick Reference - W2

Review and reconcile payroll accumulators (XTDs) (PYUPEA)

Load current year definition file (PYW2LD) if applicable (new clients)

Make necessary changes to definition file for data mapping and formatting (PYW2UP)

Verify that Misc codes and Pay Bases match with CDH definitions.

Verify that PYUPGN has the Federal ID Number in box 1 with dashes and box 2 without dashes

Update the TAPE Record with employee attesting to validity of information.

• RA Record – Position 12-19 (Must be the current submitters ID)

• RA Record – Position 396-422 (Must be the name of the person submitting)

• RA Record – Position 423-437 (Phone of the person submitting)

• RA Record – Position 438-442 (Extension if the person has one)

• RA Record – Position 446-485 (Email address for person submitting)

• RA Record – Position 489-498 (Fax number for person submitting)

• RA Record – Position 499 (Client must select 1 or 2 for method of contact)

Common Codes

• PYFG/PY601C – W-2 Extractions

• PYW2/EOxxxx

• PYW2/BOX12-## - BOX 12 Setup

• PYW2/BOX14-## - BOX 14 Setup

Running W2s

• Print and distribute W-2s to employees

• Download W2FEDXXA (where XX is the Year) from the App Server

• Review file using AccuWage

• Process and submit W-2 file

Post W2 Processes

• Update pay base limits in common codes – Code Category PYPB

• W-2 to EO Preparation and Setup

• Create Common Code PYFG/PY601C

• Create Common Code PYW2/EOxxxx (where xxxx is the tax year)

• Load the new year form in Documents Online

• Create/verify the HREMPMSTR attachment definition

• Make sure the PYW2EOAT workflow model is active  (DO_ARCHIVE model is no longer valid)

• Run the W2s to EO (PYW2EOSE) only if Also send to DO? was not selected on the PYW2PW process