Setup - W2
- 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 DO_ARCHIVE Workflow model is active
- Review Attach Definitions needed for Employee Online
- Review IRS Tax Levy
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 files.