W2 Processing

The W2 Processing menu provides access to a series of programs which are used to generate the W2 printed form, the W2 electronic file and when applicable the Email W2 Statements. The W2 processing requires that the Employer Constants in the data base be completed. The Employer Constant settings should be reviewed each year before starting the W2 process to ensure all pay and deduction codes are properly defined.

The W2 process begins by running the W2 Report option which loads employee's information according to the employer constants definitions into the W2 processing file. This W2 processing file is then used to make changes, merge payrolls W2's, print the W2 form, generate the email W2 Statement, or have the W2 electronic file generated.

All W2 files are named using the taxation year as defined in the Static screen of the Employer Constants. Verify the taxation year Before beginning processing each year.

The W2 processing includes the option to merge multiple payrolls into one W2 reporting file. In order to merge the payroll information, you must first run the W2 Report for each payroll. All other W2 options then include the option to access the regular or singular W2 file or the global merged W2 file.