Define Workfile Data Criteria

After you create the year-end ID, you define workfile data criteria to include the appropriate year-end information in the workfile. You also define data criteria to format this information properly on year-end forms.

For example, if an employee works in more than one state or locality, you can decide whether the employee receives multiple W-2 forms and what information to include on each of those forms. This option is applicable only for W-2 processing.

When you define workfile data criteria, you:

• Specify whether the system summarizes employee tax records under one parent company.

• Specify whether the system uses the employee's resident state or home state as the base state for taxation purposes.

• Specify whether the system prints state wage information for multiple states on one form.

• Specify whether federal wage information is included on all forms.

• Specify Social Security wage limits.

• Specify the format for employee names.

• Identify third-party administrators.