Index

A B C D E F G H I L M N O P R S T U V W Y

Numbers

1099

copies, 1.5.1

processing, 4.4, 7.4.3

W2/1099 Review program (P06725), 6.1.1

W2/1099 Review screen, 6.1.1

1099-MISC

form

defined, 1.1

sample, B.2, D.2

program (P06737), 6.2.6

Summary report, 7.2.14

1099-R

form

defined, 1.1

sample, B.3, D.3

Inquiry program (P067371), 6.2.7

Inquiry screen, 6.2.7

Summary report, 7.2.15

499R-2

copies, 1.5.1

Inquiry

program (P06736), 6.2.8

screen, 6.2.8

A

Adding special handling codes to an existing table, 4.5.2

Address information

company address, 4.2.1

Address Information

company address, 4.2.1

contact person, 5.2

employee address, 4.1.1

third party administrator, 5.2

Adjusting laser forms, 7.3.4

Annual limits

Social Security, 5.2

wages, 5.2

Arreared

FICA, 4.3.2

Medicare, 4.3.2

Assign Special Handling Code Table

program (P067203), 4.6.3

screen, 4.6.3

Assigning

additional information to the workfile, 5.4

special handling code tables, 5.3

Audit Reports

printing, 7.1

program (P06721), 7.1

reviewing, 7.1

screen, 7.1

B

Back up year-end information, 1.8

Base state, 4.1.7, 4.1.7

Basis Table Codes

program (P00051), 4.8

screen, 4.8

Box 1, 6.2.1

Box 10, 6.2.5

Box 11, 6.2.5

Box 12

Copy PDBA History to New PDBA, 4.3.1

W-2 IRS-defined codes, 4.3.2, 4.7

W-2 special handling code, 6.2.5

Box 13, 4.1.2

retirement plan employees, 4.1.6

statutory employee, 4.1.3

Box 14

Copy PDBA History to New PDBA, 4.3.1

entering information, 4.3.3

W-2 special handling code, 6.2.5

Build 1099 Work File

program (P06763P), 7.4.3

screen, 7.4.3

Build EFW2 Work File

program (P06723), 7.4.1

screen, 7.4.1

Build State EFW2

program (P067233), 7.4.2, 7.4.2

screen, 7.4.2

Build W-2/1099 Workfiles screen (P06720), 5.1

Building

1099 workfile, 7.4.3

federal W-2 workfile, 7.4.1

Business Intelligence Publisher, 7.3

C

Calculation Tables screen, 3.1.4

Calendar Month DBA Summary History table (F06145), 3

Calendar Month Rollover, 3, 3.2.1

Category Codes

program (P010512), 4.2.4

screen, 4.2.4

Category Codes & Geo. Data

program (P060193), 4.1.7

screen, 4.1.7

Changes Only Processing, 6.3.7

Changing employee form information, 6.2.1

Common Pay Agent, 8.8

Companies under parent company, 4.2.5

D

Data integrity, C.1

DBA

Setup program (P069117), 4.3.2, 4.3.5

Setup screen, 4.3.2, 4.3.5

Setup screen for rollover, 3.1.4

Deadline information, 1.5.1

499R-2 copies, 1.5.1

electronic filing, 1.5.1

W-2 copies, 1.5.1

Deductions, Benefits, and Accruals (DBAs)

reposting to tax area summary, 4.3.7

setup for year-end, 4.3

vacation immediately available, 3.1

vacation not immediately available, 3.1

verifying setup, 1.8

Deductions, Benefits, and Accruals (P059116), 4.4.1

pay types for pension employees, 4.4.2

wage adjustments, 4.3.6

Defining

workfile data criteria, 5.2

year-end workfile, 5

E

Earned income credits, 6.1.5

EFW2

Build State EFW2 screen (P067233), 7.4.2

description of, 7.4

employer information, 4.2.2

state W-2 processing, 7.4.2

workfiles, 7.4.1, 7.4.2

EFW2C

employer information, 4.2.2

Electronic filing, 1.8

1099 processing, 7.4.3

Build EFW2 Work File screen (P06723), 7.4.1

creating, 7.4

deadline information, 1.5.1

government requirements, 7

reporting requirements, 1.5.1

requirements for employee address information, 4.1.1

Employee 1099-Misc Form Count Detail report, 7.2.13

Employee Entry

program (P060101), 4.1.7

screen, 4.1.7

Employee Form Count Information, 6.1.7

Employee Form Count Review

program (P067251), 6.1.7

screen, 6.1.7

Employee Form Detail Review

program (P027252), 6.1.8

screen, 6.1.8

Employee form review, 6.2

Employee information

address information, 4.1.1

base state, 4.1.7

changing employee form information, 6.2.1

contract and pension, 4.1.9

employee roster, 4.1.1

form count information, 6.1.7

form detail information, 6.1.8

form information, 6.2

in multiple states (W-2), 4.1.7

multiple forms, 6.1.7

multiple states, 6.2.1

names and addresses, 4.1.1

Puerto Rico tax information, 4.1.8

resident state (W-2), 4.1.7

reviewing employee form information, 7.5.2

reviewing special handling information, 6.2.5

reviewing wage information, 6.1.6

statutory employee, 4.1.3, 4.1.3

tax method, 4.1.9

verifying social security numbers, 4.1.10

wage allocations, 6.2.4

Employee Pay and Tax Register Report, 6.3.5

Employee screens

1099-MISC information, 6.2.6

1099-MISC Inquiry, 6.2.6

1099-R Inquiry, 6.2.7

499R-2 Inquiry screen (P06736), 6.2.8

employee 1099-R information, 6.2.6

employee 499R-2 information, 6.2.6

printing single form, 6.2.9

W-2 Inquiry screen (P06735), 6.2.1

W-2 special handling, 6.2.5

W-2c Inquiry (P06739), 7.5.2

wage allocations, 6.2.4, 6.2.4

Employee W-2 Form Count Detail report, 7.2.13

Employee Wage Adj. Review

program (P067351), 6.2.3

screen, 6.2.3

Employee Wage Review

program (P067283), 6.1.6

screen, 6.1.6

Employer contact information, 4.2.2

Employer identification number reporting requirements, 1.5.2

Employer information

EFW2, 4.2.2

EFW2C, 4.2.2

Entering

additional year-end form information, 4.5

information for box 14, 4.3.3

third party sick pay for regular W-2 forms, 4.6.2

third-party sick pay, 4.6.1

W-2 IRS-defined codes, 4.3.2

Errors

correcting PDBA history integrity errors manually, 2.3.8

correcting tax history integrity errors manually, 2.2.9

error codes for PDBA History Integrity report, 2.3.7

error codes for Tax History Integrity report, 2.2.8

tax history integrity, 2.2.2

F

Federal Taxation History Report, 6.3.1

FICA arrears, 4.3.2

Forms

laser, 7.3.4

Pay & Taxes by Month, 2.2.1

resetting year-end forms, 7.3.3

year-end workfile, 5

Forms and publications resource list, 1.5.3

Frequently asked questions

boxes 12 and 15, C.3

data integrity, C.1

special handling, C.4

workfile build, C.8

G

General User Defined Codes

program (P00051), 4.7

screen, 4.7

Government forms

1099-MISC, 6.2.6

1099-Misc. Inquiry form (P06737), 6.2.6

1099-R, 6.2.6

1099-R Inquiry form, 6.2.6

499R-2, 6.2.6

copies, 1.5.1

499R-2 Inquiry form, 6.2.6

additional year-end form information, 4.5

deadline information, 1.5.1

electronic filing, 1.5.1

employee names and addresses, 4.1.1

IRS/SSA regulations, 1.5.1

next numbers setup, 4.2.8

overview, 1.8

pay types for 1099, 4.4

printing, 1.8

railroad tax information, 4.2.3

reviewing employee form information, 6.2

reviewing history reports, 6.3

third party sick pay, 4.6.1

use of paper forms, 1.5.2

W-2 copies, 1.5.1

W-2 form (box 13), 4.1.2

W-2/1099 workfiles, 1.8

Government regulations

deadline extensions, 1.5.1

deadlines, 1.5.1

electronic filing, 1.1, 1.5.2

reporting requirements, 1.5.1

transmitter forms, 1.5.2

Government requirements for electronic filing, 7

H

History reports

Employee Pay and Tax Register, 6.3.5

Federal Taxation History, 6.3.1

reviewing, 6.3

State/Local Taxation History, 6.3.3

History type, 2.2.1

contract employees, 4.1.9

defined, 6.1.4

pension employees, 4.1.9

third-party sick pay, 4.6.1

I

Identifying tax history integrity errors, 2.2.2

IRS

contact information, 1.5.3

phone numbers, 1.5.3

regulations, 1.1

deadlines, 1.5.1

reporting requirements, 1.5.1

W-2 IRS defined codes, 4.7

resource list, 1.5.3, 1.5.3

L

Laser forms, 7.3.4

Limits

on vacation and sick-leave rollover example, 3.1.1

M

Medicare arrears, 4.3.2

Multiple forms, 6.1.7

N

Negative Dollar Integrity report, 5.6

Next Numbers

for W-2 screens, 4.2.8

program (P0002), 4.2.8

screen, 4.2.8

O

Online information, 1.8

Overviews

DBAs, 1.8

government forms, 1.8

pay types, 1.8

special handling code tables, 1.8

technical, A.1

P

Paper forms, 1.5.2

Parent company reporting, 4.2.5

Pay & Taxes by Month

program (P069901), 2.2.1

screen, 2.2.1

Pay and Tax Revisions

program (P060121), 4.1.9

screen, 4.1.9

Pay Type Setup

1099 processing, 4.4

contract employees, 4.4.1

pension employees, 4.4.2

program (P069116), 4.4.1

screen, 4.4.1

Pay types

IRS-approved 1099 pay types, 4.4.1

verifying setup, 1.8

pay types for contract employees, 4.4.1

Payroll history integrity

overview, 2.1

PDBA history integrity, 2.3

tax history integrity, 2.2.1

types of payroll history, 2.1.1

Payroll Month PDBA Summary History table (F06146), 2.3, 3

Payroll Month PDBAs Review

program (P067002), 2.3.8

screen, 2.3.8

Payroll Month Rollover, 3, 3.2

PDBA history integrity

correcting errors automatically, 2.3.8

manual corrections, 2.3.8

overview, 2.3

review error codes on report, 2.3.7

PDBAs

by Payroll Month

program (P069951), 4.6.3

screen, 4.6.3

verifying setup, 1.8

Pension employees, 4.1.9

pay types setup, 4.4.2

special handling information, 4.4.2

Phone numbers for IRS and SSA, 1.5.3

Printing

a single form, 6.2.9

audit reports, 7.1

boxes 12 and 15, C.3

date, 6.2.9, 7.3.3, 7.5.1

Print Control screen, 6.2.9, 6.2.9, 6.2.9

using Business Intelligence Publisher, 7.3

W-2, 7.3

W-2c, 7.5.3

W-3, 7.3

W-3c, 7.5.4

year-end forms, 7.3.2

Processing

rollovers, 3.2

the year-end workfile, 5

year-end rollovers, 3.2.1

year-end workfile changes, 6.3.7

Programs and IDs

P0002 (Next Numbers), 4.2.8

P00051 (Basis Table Codes), 4.8

P00051 (General User Defined Codes), 4.7

P010512 (Category Codes), 4.2.4

P060101 (Employee Entry), 4.1.7

P060120 (Tax Withholding/Overrides), 4.1.3

P060121 (Pay & Tax Revisions), 4.1.9

P060193 (Category Codes & Geo. Data), 4.1.7

P060912 (Tax Area Information), 4.2.6, 4.2.6

P06145 (Year-End Calendar Month Rollover), 3.2.1

P06146 (Year-End Payroll Month Rollover), 3.2.1

P06146D (Copy PDBA History to New PDBA, 4.3.1

P063913 (Year-End Rollovers), 3.2.1

P067001 (Taxation History Review), 2.2.9

P067002 (Payroll Month PDBAs Review), 2.3.8

P06720 (Build W-2/1099 Workfiles), 5.1

P067203 (Assign Spec. Handling Code Tables), 5.3

P067203 (Assign Special Handling Code Table), 4.6.3

P067204 (Revise Special Handling), 4.5.1

P06721 (Audit Reports), 7.1

P06722 (Year-End), 7.3.2

P06723 (Build EFW2 Work File), 7.4.1

P06725 (1099-Review), 6.1.1

P06725 (W-2 Review), 6.1.1

P067251 (Employee Form Count Review), 6.1.7

P067252 (Employee Form Detail Review), 6.1.8

P06726 (W-2 Count Review), 6.1.3

P06727 (W-3 summary information), 6.1.3

P06728 (Wage Adjustments Summary), 6.1.4

P067281 (Wage Adjustment Detail), 6.1.5

P067283 (Employee Wage Review), 6.1.6

P06729 (Versions Reset Control), 6.1.2

P06735 (W-2 Inquiry), 6.2.1

P067351 (Employee Wage Adj. Review), 6.2.3

P06736 (499R-2 Inquiry), 6.2.8

P06737 (1099-MISC), 6.2.6

P067371 (1099-R Inquiry), 6.2.7

P06739, 7.5.2

P06748 (Federal Allocation Report), 7.2.9

P06749 (W-2 Restaurant Control Report), 7.2.10

P06763P (Build 1099 Work File, 7.4.3

P069021 (calculation tables), 3.1.4

P069081 (Corporate Tax IDs), 4.2.5

P069116 (Pay Type Setup), 4.4.1

P069117 (DBA Setup), 3.1.4, 4.3.2, 4.3.5

P06989 (Third Party Sick Entry), 4.6.1

P069901 (Pay & Taxes by Month), 2.2.1

P069951 (PDBAs by Payroll Month), 4.6.3

P06RSW (rollover setup), 3.1.4

P06TAX (Tax Exempt Window), 4.3.6, 4.4.1

P06W2P (print control), 6.2.9, 6.2.9, 6.2.9

P06WAN (selection review), 5.5.1

P06YEW (Year-End Parameters), 4.3.2

Puerto Rican employee setup, 4.1.8

R

Railroad tax information

company setup, 4.2.4

verifying, 4.2.3

RE record of EFW2/C, 4.2.2

Reporting requirements, 1.5.1

electronic filing, 1.5.2

employer identification numbers, 1.5.2

Reports

1099-MISC Summary report (R07871), 7.2.14

1099-R Summary report (P067561), 7.2.15

499R-2 Summary, 7.2.16

Calendar Month Rollover, 3.2.4

Employee 1099-Misc Form Detail Count, 7.2.13

Employee Pay and Tax Register, 6.3.5

Employee W-2 Form Detail Count, 7.2.13

Federal Allocation, 7.2.9

Federal Taxation History, 6.3.1

Negative Dollar Integrity, 5.6

Payroll Month Rollover, 3.2.4

printing audit reports, 1.8

reviewing audit reports, 7.1

rollovers, 3.2.4

State/Local Detail report (R06741A), 7.2.4

State/Local Taxation History, 6.3.3

Tax History Integrity, 2.2.8

Tax History/W-2 Workfile Integrity, 7.2.18

W-2 Benefits Statement, 7.2.11

W-2 Box 13 Flag Audit, 7.2.17

W-2 Federal Adjusted Wage Detail, 7.2.6

W-2 Federal Detail report (R06740A), 7.2.2

W-2 Railroad Control, 7.2.12

W-2 Restaurant Control, 7.2.10

W-2 Special Handling report (R07864), 7.2.5

W-2 State/Local Adjusted Wage Detail, 7.2.7

W-2 Summary report (R07867), 7.2.1

Year-End Calendar Month Rollover, 3.2.4

Year-End Payroll Month Rollover, 3.2.4

year-end preparation, 1.5

year-end rollover, 3.2.4

Reposting

DBAs to tax area summary, 4.3.7

PDBA history, 2.1.2

tax history, 2.1.2

Rerunning W-2c workfile build, 7.5.6

Reset Control screen (P06729), 6.1.2

Resetting

a step in the year-end cycle, 6.1.2

Version, 6.1.2

W-2c print date, 7.5.7

Resident state, 4.1.7, 4.1.7

Reviewing

499R-2 Summary report, 7.2.16

audit reports, 7.1

employee 1099-MISC information, 6.2.6

Employee Form Count Detail report, 7.2.13, 7.2.13

employee form count information, 6.1.7

employee form detail information, 6.1.8

employee form information, 6.2, 6.2.1, 7.5.2

Employee Pay and Tax Register, 6.3.5

employee W2-c form information, 7.5.2

employee wage adjustments, 6.2.3

employee wage allocations, 6.2.4

employee wage information, 6.1.6

error codes

PDBA history integrity reports, 2.3.7

tax history integrity report, 2.2.8

Federal Allocationl report, 7.2.9

Federal Taxation History report, 6.3.1

history reports, 6.3

ID status, 6.1.1

special handling information, 6.2.5

State/Local Taxation History report, 6.3.3

status of IDs being processed, 6.1.1

Tax History/W-2 Workfile Integrity report, 7.2.18

the W-2 count, 6.1.3

W-2 Benefits Statement, 7.2.11

W-2 Box 13 Flag Audit report, 7.2.17

W-2 Federal Adjusted Wage Detail report, 7.2.6

W-2 Federal Detail report, 7.2.2

W-2 Railroad Control report, 7.2.12

W-2 Restaurant Control report, 7.2.10

W-2 Special Handling Detail report, 7.2.5

W-2 State/Local Adjusted Wage Detail report, 7.2.7

wage adjustment summaries, 6.1.4

wage adjustments detail, 6.1.5

year-end calendar month rollover report, 3.2.4

year-end payroll month rollover report, 3.2.4

year-end rollover reports, 3.2.4

year-end version information, 6.1

Revise Special Handling

program (P067204), 4.5.1

Revise Special Handling Table screen, 4.5.1

Rollovers

calculation for DBAs, 3.1.4

calendar month, 3

examples

limit on vacation and sick-leave, 3.1.1

vacation rollover for time immediately available, 3.1.3

vacation rollover for time not immediately available, 3.1.2

payroll month, 3

processing overview, 3.2

processing year-end rollovers, 3.2.1

reports, 3.2.4

setting up DBA information, 3.1

setup window, 3.1.4

S

Sample forms

1099-MISC, B.2, D.2

1099-R, B.3, D.3

W-2, B.1, D.1

Screens

1099-MISC Inquiry, 6.2.6

1099-R Inquiry, 6.2.7

1099-Review, 6.1.1

499R-2 Inquiry, 6.2.8

Assign Spec. Handling Code Tables, 5.3

Assign Special Handling Code Table, 4.6.3

Audit Reports, 7.1

Basis Table Codes, 4.8

Build 1099 Work File, 7.4.3

Build EFW2 Work File, 7.4.1

Build State EFW2, 7.4.2, 7.4.2

Build W-2/1099 Workfiles, 5.1

Calculation Tables, 3.1.4

Category Codes, 4.2.4

Category Codes & Geo. Data, 4.1.7

Corporate Tax IDs, 4.2.5

DBA Setup, 3.1.4, 4.3.2, 4.3.5

employee address information, 4.1.1

Employee Entry, 4.1.7

Employee Form Count Review, 6.1.7

Employee Form Detail Review, 6.1.8

Employee Wage Adj. Review, 6.2.3

Employee Wage Review, 6.1.6

General User Defined Codes, 4.7

Next Numbers, 4.2.8

Pay & Tax Revisions, 4.1.9

Pay Type Setup, 4.4.1

Payroll Month PDBAs Review, 2.3.8

PBDAs by Payroll Month, 4.6.3

Print Control, 6.2.9, 6.2.9

Revise Special Handling Table, 4.5.1

Rollover Setup, 3.1.4

Selection Review, 5.5.1

State/Local W-2 Additions, 4.3.6

Tax Area Information, 4.2.6, 4.2.6

Tax Exempt Window, 4.3.6, 4.4.1

Tax Withholding/Overrides, 4.1.3

Taxation History Review, 2.2.9

Third Party Sick Entry, 4.6.1

Version Reset Control, 6.1.2

W-2 Count Review, 6.1.3

W-2 Inquiry, 6.2.1

W-2 Review, 6.1.1

W-2c Inquiry, 7.5.2

W-3 Summary Information, 6.1.3

Wage Adjustment Detail, 6.1.5

Wage Adjustments Summary, 6.1.4

Year-End, 7.3.2

Year-End Parameters, 4.3.2

Selection Review screen, 5.5.1

Setup

a state other than the resident as the base state, 4.1.7

box 13 designations, 4.1.2

company information, 4.2

contract and pension employees, 4.1.9, 4.1.9

DBAs for year-end, 4.3

employee information, 4.1, 4.1

employees who work in multiple states, 4.1.7, 4.1.7

information for box 13, 4.1.2, 4.1.2

next numbers for W-2 forms, 4.2.8

pay types for 1099 processing, 4.4

pension employee pay types, 4.4.2

resident state as the base state, 4.1.7

retirement plan employees, 4.1.6

rollover information for DBAs, 3.1

state other than the resident state as the base, 4.1.7

state wage adjustments for specific states, 4.3.6

statutory employee, 4.1.3

tax as a deduction for year-end, 4.3.4

verifying pay types, 1.8

workfile, 5

Sick pay, C.5

Social Security

verifying employee SSN, 4.1.10

wages, 6.1.5

Special handling codes

adding to an existing table, 4.5.2

Assign Spec. Handling Code Tables program (P067203), 5.3

Assign Spec. Handling Code Tables screen, 5.3

assigning tables, 5.3

Revise Special Handling Table program (P067204), 4.5.1

Revise Special Handling Table screen, 4.5.1

tables, 4.5.1

Special handling FAQ, C.4

SSA

contact information, 1.5.3

phone numbers, 1.5.3

regulations

deadlines, 1.5.1

reporting requirements, 1.5.1

transmitter forms, 1.5.2

resource list, 1.5.3, 1.5.3

State W-2 processing, 7.4.2

State/Local Adjusted Wage Detail report, 7.2.7

State/Local Detail report, 7.2.4

State/Local Taxation History report, 6.3.3

State/Local W-2 Additions screen, 4.3.6

statutory employee

defined, 4.1.3

setup, 4.1.3

Summarizing on tax ID, 4.2.5

T

Tables

Calendar Month DBA Summary History (F06145), 3

DBA Detail History (F0619), 2.1.3

Federal EFW2 workfile (F06765), 7.4.1

Payroll Month PDBA Summary History (F06146), 2.3, 3

Payroll Transaction History (F0618), 2.1.3

special handling codes tables setup, 1.8

State EFW2 workfile (F06760xx), 7.4.2

Tax Ledger (F06166), 2.1.3

Taxation Summary History (F06136), 2.1.3, 4.6.1

Tax Area Information

program (P060912), 4.2.6, 4.2.6

screen, 4.2.6, 4.2.6

Tax Exempt Window

program (P06TAX), 4.3.6, 4.4.1

screen, 4.3.6, 4.4.1

Tax history integrity

correcting errors, 2.2.9

correcting errors manually, 2.2.9

identifying errors, 2.2.2

Tax History Integrity report

data selection, 2.2.5

data sequence, 2.2.6

error codes, 2.2.8

Tax History Type, 2.2.1

Tax History/W-2 Workfile Integrity report, 7.2.18

Tax integrity errors corrections, 2.2.9

Tax Method, 2.2.1, 4.1.9

Tax Withholding/Overrides

program (P060120), 4.1.3

screen, 4.1.3

Taxation History Review

program (P067001), 2.2.9

screen, 2.2.9

Taxation Summary History table (F06136), 4.6.1

Taxes

Corporate Tax IDs

program, 4.2.5

screen, 4.2.5

integrity reports, 2.2.1

railroad tax information, 4.2.3

reposting DBAs to tax area summary, 4.3.7

Tax Area Information

program, 4.2.6, 4.2.6

screen, 4.2.6, 4.2.6

tax as a deduction, 4.3.4

verifying tax area information, 4.2.6

Technical overview of control tables, A.1

Third-party administrator address information, 5.2

Third-party sick pay

electronic filing reporting, 4.6.3

electronic filing requirements, 4.6.1

entry program &P06989)Third-party sick pay, 4.6.1

FAQ, C.5

journal entries, 4.6.1

Third Party Sick Entry screen, 4.6.1

Transmitter form for W-2, 1.5.2

Type 2 (Changes Only) processing, 6.3.7

U

Uncollected FICA and Medicare, 4.3.2

Updating year-end information to a parent company, 4.2.5

User defined codes list

basis table codes (07/IP), 4.8

Basis Table Codes screen (P00051), 4.8

employer contact (EFW2/C) (07/CT), 4.2.2

frequently asked questions, C.6

General User Defined Codes screen (P00051), 4.7

kind of employer (07/KE), 4.2.9

W-2 IRS defined codes (07/S2), 4.7

V

Vacation rollover

for time immediately available example, 3.1.3

for time not immediately available example, 3.1.2

Verifying

company information, 4.2

constants setup, 1.8

employee names and addresses, 4.1.1

railroad tax information, 4.2.3

tax area information, 4.2.6

Version Reset Control

program (P06729), 6.1.2

screen, 6.1.2

Voiding a check, C.7

W

W-2

Benefits Statement report, 7.2.11

Box 13 Flag Audit report, 7.2.17

Common Pay Agent, 8.8

count, 6.1.3

Count Review

program, 6.1.3

screen, 6.1.3

Federal Adjusted Wage Detail report, 7.2.6

Federal Detail Report, 7.2.2

Form

box 12, 4.3.2

box 13 (misc. categories), 4.1.2

box 14 descriptions, 4.3.3

Common Pay Agent, 8.8

defined, 1.1

employees in multiple states, 4.1.7

next numbers setup, 4.2.8

resident state as base state, 4.1.7

reviewing W-2 count, 6.1.3

sample, B.1, D.1

State/Local W-2 Additions screen, 4.3.6

statutory employee, 4.1.3

third party sick pay, 4.6.2

transmitter form, 1.5.2

W-2/1099 ID, 5.1

Inquiry

program, 6.2.1

screen, 6.2.1

IRS-defined codes box 12, 4.3.2

Restaurant Control Report, 7.2.10

Review

program, 6.1.1

screen, 6.1.1

special handling information, 6.2.5

Special Handling Report, 7.2.5

Summary Report, 7.2.1

Workfile Build Processing, 8.8

W-2 Railroad Control report, 7.2.12

W-2c

creating records, 7.5.1

print date, 7.5.1

printing, 7.5.3

rerunning the workfile build, 7.5.6

resetting the print date, 7.5.7

reviewing, 7.5.2

W-2c Inquiry screen, 7.5.2

W-3 form, 7.3

W-3c form, 7.5.4

Wage Adjustment Detail

program (P067281), 6.1.5

screen, 6.1.5

Wage adjustments, 4.3.6

earned income credits, 6.1.5

employee form information, 6.2.3

Employee Wage Adj. Review screen (P067351), 6.2.3

employee wage information, 6.1.6

federal, 6.1.5, 6.1.5

reviewing detail, 6.1.5

reviewing summary, 6.1.4

social security wages, 6.1.5

state wage adjustment example, 4.3.6

taxable wages, 6.1.5

Wage Adjustment Detail screen (P067281), 6.1.5

Wage Adjustments Summary screen, 6.1.4

Wage allocations

Box 1, 6.2.1

reviewing employee wage allocations, 6.2.4

W-2 screen, 6.2.4, 6.2.5

Wage and tax history, 2.2.1

Workfile

build, C.8

setup, 5

Working with PDBA history integrity, 2.3

Working with tax history integrity, 2.2

Working with year-end forms, 7.3

Y

Year-End

1099 processing, 7.4.3

Calendar Month Rollover

program (P06145), 3.2.1

report, 3.2.4

Forms

information, 4.5

resetting, 7.3.3

working with, 7.3

key setup concepts, 4

Parameters

program (P06YEW), 4.3.2

screen, 4.3.2

parent company information, 4.2.5

payroll history integrity, 2.1

Payroll Month Rollover

program (P06146), 3.2.1

report, 3.2.4

Printing Forms

program (P06722), 7.3.2

screen, 7.3.2

process

1099 processing, 7.4.3

back up information, 1.8

cycle, 1.6

DBA setup, 4.3

features, 1.3

information, 1.7

overview, 1.1

tax as a deduction, 4.3.4

reporting

electronic filing, 7.4

laser forms, 7.3.4

overview, 7

year-end forms, 7.3

Rollover

frequently asked questions, C.9

program (P063913), 3.2.1

reports, 3.2.4

totals by company, 6.1.3

W-3 Summary Information, 6.1.3

wage adjustment summary information, 6.1.4

workfile

assign additional information, 5.4

creating, 5.5

data criteria, 5.2

defining, 5

ID processing status, 6.1.1

processing workfile changes, 6.3.7

resetting, 6.1.2

reviewing version information, 6.1

Selection Review screen, 5.5.1