Creating a Year-End ID

Access the Year-End Revisions form.

After you complete the fields on this form, click OK to save the year-end ID. After you create the ID, you can define the data criteria that the system uses to process information.

Year

Enter the two-digit year that you are processing.

Year-End ID

Enter a unique 10-digit alphanumeric code to identify the workfile build. The ID must be unique within each calendar year; otherwise, information can get overwritten and lost. The year-end ID identifies a group of records to be processed for year-end purposes. The year-end ID can also be used to identify records for a particular company if the workfile build for that particular ID included employees from only one company.

W-2

Select this option to specify that you are creating W-2 forms with the workfile build.

Note: After you select and save this option, you cannot change it. To select a different form type, you must create a new year-end ID.

1099

Select this option to specify that you are creating 1099 forms with the workfile build.

Note: After you select and save this option, you cannot change it. To select a different form type, you must create a new year-end ID.

499R

Select this option to specify that you are creating 499R-2 forms with the workfile build.

Note: After you select and save this option, you cannot change it. To select a different form type, you must create a new year-end ID.

Version

Specify the version of R078301 that you want to use to process year-end data.

Contact Person Address Number

Enter the address book number of the person within the organization whom taxing officials should contact if issues occur with year-end data.