Specifying year-end W-2 parameters

Use the Year End Configurable Fields and Tax Authority Configurable Fields forms to define parameters for year-end payroll processing.

Note: The information that you select on Year End Configurable Fields overrides the selections you make on Employee Configurable Fields.

Use this procedure to define year-end W-2 parameters.

  1. Select Payroll Administrator > Regulatory Reporting > Year End Reporting > Year End Configurable Fields.
  2. Select and open a country code from the list.
  3. Specify this information:
    Payroll Year
    Specify the reporting year.
    Legal Entity
    Specify a legal entity.
  4. Complete these sections:
    Note: When you define parameters in the Employer Information section of Year End Configurable Fields, HR Payroll uses these parameters when you process the electronic file for the selected legal entity even when you do not select the Year End Configurable Fields check box on the Generate W-2 File action or Generate EFW2 File action. The information you define on the Box 10, Box 11, Box 12, Box 13, Box 14, Other Options, Puerto Rico, Northern Mariana Islands, Override Rates and Limits, Tax Authority Configurable Fields, State Specific Information and Local EFW2 Reporting sections is only used if you select the Year End Configurable Fields check box on the program you are running. HR Payroll matches the legal entity you set up parameters for in those sections of Year End Configurable Fields to the one you select on the Generate W-2 File or Generate EFW2 File action.
  5. Click Save.