Loading Wage and Tax Statement Data

This process loads year-end data into tables so that it can be corrected and the Wage and Tax Statement printed using the amended information. The sources of this data include federal tax data, the reporting table, the W-2 company table, employee accumulators, and writable arrays.

Loaded data is stored in three records:

• Employee Record

  This record stores the company ID, calendar year of the W-2, the employee ID (EmplID), tax form ID, and process flag. The system sets the process flag to Complete when data is loaded.

• Data Record

  This record is a child of the Employee Record. It stores address details, Social Security numbers, and state information. This record is keyed by sequence number.

  When only one state is involved, only one row will exist per employee for the tax year.

• Amounts Record

  This record is a child of the Data Record and contains the box, state, and amount information. All federal amounts are stored with a sequence value of 1. If more than one state is involved, the first state amounts are stored with a sequence value of 1, and other states are stored with their own sequence numbers.

The run control page for this process enables you to specify the calender year for which the load needs to be run and the scope of processing: All Reporting Companies, Selected Reporting Companies, and All or Selected Employees.