Implementation Steps for U.S. Payroll Year-End Processing
This table lists the implementation steps for processing the year-end payroll information for the U.S :
Install the year-end update. See
http://www.oracle.com/support/contact.htm
Verify the payroll history.
Process rollovers.
Verify employee names and addresses.
Set up information for Box 13.
Set up employees who work in multiple states.
Set up employees who work in Puerto Rico.
Set up contract and pension employees.
Update year-end information for a parent company.
Verify tax area information.
Set up Next Numbers for W-2s.
Set up deductions, benefits, and accruals (DBAs) for year-end processing.
Set up pay types for 1099 processing.
Enter third-party sick pay information.
Review W-2 IRS-defined codes.