The CREATE W2 EFW2 File option generates the W2 electronic file SRB$OPSWRK:EFW2.yyyy using the government specified format as defined on the Specifications for Filing Forms W2 Electronically (EFW2), where yyyy is the taxation year. The actual file name and location is printed on the header of this report. You can rename this file before submitting once you have transferred this file from the payroll to your PC. You may email the EFW2.YYYY file to yourself using the Payroll Email File Process located on the Main Menu.
You should use the AccuWage software, released each August, to verify the format of your data before submitting the file. See http://www.socialsecurity.gov/employer then access the section Information for Software Developers to access the Accuwage download. The AccuWage software will tell you if there is any invalid information within your EFW2 so you can make corrections before submitting your file.
The email address for problem notification is now mandatory and must be filled in with a valid email address. The email address is defined on the Static Employer Information screen under the Employer Constant data base.
Processing Taxation Year
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Ensure the correct taxation year is displayed. The Taxation Year is defined under the Static Screen of the Employer Constants.
W2 file from Regular or Global W2 File
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Enter 'R' to generate the W2 electronic file using the individual payrolls W2 processing file.
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Enter 'G' to generate the W2 electronic file from the global merged W2 processing file.
Sort W2 file by Employee, SSN or Name
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Enter 'E' to produce the W2 electronic file and report in employee number order.
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Enter 'N' to produce the W2 electronic file and report in employee name order.
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Enter 'S' to produce the W2 electronic file and report in employee SSN order.
The report lists the following:
Federal tax and amount for employee
Social Security taxes and wages
State Tax for employee
Total Deferred Compensations for employee
GTL (C in box 12)
Employee's SSN.
Grand totals for reference
Total number of employees reported