Employee Information

To ensure accuracy when you process year-end information, verify employee information, which includes employee names, addresses, and other reportable year-end data.

Before you build the year-end workfile, you need to verify that employee names and addresses in the Address Book system are set up properly for W-2s, 1099s, 499R-2s, and electronic filing. If name and address information is not formatted correctly, government agencies might return electronic filing files to the organization, asking that the information be formatted correctly and then resubmitted.

You must also set up miscellaneous employee information. The system prints this information in Box 13 of the W-2 form. Miscellaneous information includes:

• Whether the employee is a statutory employee

• Whether the employee is an active participant in a retirement savings plan

• Whether the employee received third-party sick pay during the tax year

When you set up employee information, you might also need to set up the system to report year-end information for employees who work in multiple states, and for contract or pension employees.