Each client is responsible for ensuring that all site-specific information is correctly configured. This includes such things as CDH definitions, calculation formulas, rates, frequency match codes, miscellaneous codes, etc., and defining W-2 formats for both printed forms and electronic file.
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Load/unload/customize W-2 Definition files (if applicable)
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Review Payroll W-2 Processing Update Report Definition (PYW2UP)
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Review/add common codes:
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PYFG/PY601C – W-2 Extractions
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PYW2/EOxxxx (where xxxx is the tax year)
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Load the new year form in Documents Online (described in W-2 to Employee Online procedures)
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Verify PYW2EOAT Workflow model is active
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Review Attach Definitions needed for Employee Online
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Review IRS Tax Levy