Setup - W2

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.

• Load/unload/customize W-2 Definition files (if applicable)

• Review Laser Printing Escape Sequences

• Review Payroll W-2 Processing Update Report Definition (PYW2UP)

• Review/add common codes:

  • PYFG/PY601C – W-2 Extractions

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

  • PYW2/TOTALS

  • Box 12 and 14 common codes

• Load the new year form in Documents Online (described in W-2 to Employee Online procedures)

• Verify PYW2EOAT Workflow model is active

• Review Attach Definitions needed for Employee Online

• Review IRS Tax Levy