Processing missing EFW2 records

  1. Select Payroll Administrator > Regulatory Reporting > Year End Reporting > EFW2 Reporting.
  2. Select the Federal Tax Authority and click Generate EFW2 File.
  3. Specify this information:
    Run Option
    Select a run option.
    • Legal Entity: HR Payroll creates an EFW2 file for the selected legal entity base on where the wages were paid. If you select this run option, you must also select a valid legal entity in the Legal Entity field.
    • Report All: HR Payroll creates an EFW2 file for all legal entities in the organization. If you select this option, you must leave the Legal Entity field blank.
    Legal Entity
    If applicable, select the legal entity for which to generate the EFW2 file. Select the legal entity that corresponds to the run option that you selected.
    Note: Employees are selected based on the legal entity stored on historical payment records for the year being processed.
    File Delimiter
    Select the file delimiter. The default value is EFW2 512. This value creates a text file with carriage returns after 512 bytes.
    File Creation Setup
    Select the file creation setup to use for this report.
    Payroll Year
    Specify the reporting year.
    Year End Configurable Fields
    Select this check box to use the parameters selected in the Year End Configurable Fields section.
    Only Include Missing EFW2 Records
    Select this check box to generate a EFW2 file that contains only the employees who were not included in the previously submitted file. The employees included in the newly generated EFW2 file are removed from the Missing EFW2 forms list.
  4. In the Submitter section, specify information in the fields as needed.
  5. In the Notify section, specify a submitter notify name for the SSA to notify if the EFW2 cannot be processed.
  6. In the Contact section, specify information about the person that the SSA contacts if the EFW2 cannot be processed.
  7. Click Submit to generate the report and files.
    EFW2 Reporting creates the EFW2 file if the file delimiter is Sequential. Both the EFW2512 and EFW2 files are generated if the file delimiter is EFW2 512.
    Note: A link to the file is created in the transmitter header record. The payroll administrator can click that link to view and download the file.