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.