Prepare for year end
- Gather the state and federal government W-2 filing requirements. See Government resources.
- Verify the payroll delivered content. See Verifying the loaded payroll delivered content for year end.
- Ensure that employee social security numbers, names, and addresses are correct. See Verifying employee social security numbers.
- Select Specifying year end W-2 parameters. , and ensure that the parameters defined for each legal entity that requires unique parameters. See
- Ensure that no employees have negative wages and that the information on all employee records is correct. SeePreparing employee information.
- Verify the pay structure. See Verifying pay structure.
- Verify the deduction structure. See Verifying deduction structure.
- Verify the EINs. See Verifying Employer Identification Numbers (EIN).
- Verify the W-2 descriptions. See Verifying W-2 and payment descriptions.
- Run W-2 Reporting to verify that the year end parameters are set up correctly. See Testing year end parameters.
- Run a trial report for W-2 file generation. See Generating a trial Federal W-2 file.
- Run a trial file in EFW2 format for submission to state and federal authorities. See Generating an EFW2 format trial file.
- Run the Remove Withholding Arrears action to close payroll for the year. See Removing withholding arrears.
- Generate the W-2 file. See Generating a trial Federal W-2 file.
- Run the final file in EFW2 format for submission to state and federal governments. See Generating an EFW2 format trial file.