Use the fields and options to fill in W-2 employer information to be used by the system.
Toolbar Options
| Field | Description |
|---|
| Generate Work File
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Enter information in the fields on the form, then click this option to generate a work file. The work file is a snapshot of the data from the
employee payroll database that will be used to generate W-2 forms.
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| Edit
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Click this option to open the W-2 Form Editor, from which you can edit or print forms for individual
employees. This field is only enabled after you successfully generate a work file.
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| Electronic Filing
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Click this option to open the Form W-2 Electronic File Reporting dialog box, from which you transfer the data in the work file to a format suitable for electronic reporting.
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| State IDs
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Click this option to open the State ID List dialog box, from which you insert state tax identification numbers for states for which you have withheld taxes for
employees.
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| Print
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Click this option to preview or print W-2 related forms and worksheets. The reports include all
employees in the work file except for those for whom you selected
Exclude this
employee from W-2 reporting on the Form W-2 Editor form.
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Advanced Printing: Open the Form W-2 Advanced Printing Options dialog box and set layout, sort, and margin options.
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Preview W-2 Form: Open the W-2 form in a Preview window. From this window you can review, download, print, or email the report.
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Print W-2 Form: Open the Print dialog box and select your printing options.
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Preview W-3 Worksheet: Open the W-3 Worksheet in a preview page window. From this window you can review, download, print or email the report.
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Print W-3 Worksheet: Open the Print dialog box and select your printing options.
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Fields
| Field | Description |
|---|
| Processing W-2 year
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Select the W-2 processing year from the drop-down list.
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| Employer's identification number (EIN)
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Enter your enterprise's federal tax identification number. The federal government assigns this number to your company. If you do not know your company’s EIN number,
contact the general help desk at the IRS.
|
| Employer's Name
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This field displays your enterprise's name, as entered on the General tab of General System Setup.
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| Employer's Address
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Address information appears in Box C of the W-2 form. The address and phone number also display on payroll check stubs when you preview payroll checks, print the checks, and email remittances when
employees are paid by electronic funds transfers (EFT). This allows financial institutions to see the payer's address and phone number when check stubs are presented as documentation of wages.
|
| Address 1
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Enter the first line of your enterprise's address.
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| Address 2
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Enter additional address information, if needed.
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| City
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Enter the city where your enterprise is located.
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| State
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Enter the state where your enterprise is located.
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| ZIP
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Enter your enterprise's ZIP code.
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| Phone
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Enter your enterprise's phone number.
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| FICA Settings for W2 Year
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The content of each of these fields is based on federal tax tables.
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| Social Security Wage Base
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This field displays the maximum taxable Social Security wages for the selected W-2 processing year, based on federal tax tables.
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| Social Security Percentage
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This field displays the Social Security percentage (employee portion) for the selected W-2 processing year, based on federal tax tables.
DPS multiplies this percentage by the
employee’s Social Security wages to determine if the actual amount withheld was within $5.00 of the amount expected when generating the work file. If the amount is not within $5.00, a message displays for each
employee whose actual withholding does not fall within the expected range. Research any differences.
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| Medicare Percentage
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This field displays the Medicare tax percentage (employee portion) for the selected W-2 processing year, based on federal tax tables.
DPS multiplies this percentage by the
employee’s Medicare wages to determine if the actual amount withheld was within $5.00 of the amount expected when generating the work file. If the amount is not within $5.00, a message displays for each
employee whose actual withholding does not fall within the expected range. Research any differences.
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