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.

  See "Working with Tax History Integrity" in the JD Edwards EnterpriseOne Applications U.S. Payroll Implementation Guide.

  See "Working With Payroll History Integrity" in the JD Edwards EnterpriseOne Applications U.S. Payroll Implementation Guide.

• Process rollovers.

  See Processing Year-End Rollovers

• Verify employee names and addresses.

  See Employee Names and Addresses

• Set up information for Box 13.

  See Setting Up Information in Box 13

• Set up employees who work in multiple states.

  See Setting Up Employees Who Work in Multiple States.

• Set up employees who work in Puerto Rico.

  See Setting Up Employees Who Work in Puerto Rico.

• Set up contract and pension employees.

  See Setting Up Contract and Pension Employees.

• Update year-end information for a parent company.

  See Setting Up U.S. Payroll Year-End Processing.

• Verify tax area information.

  See Verifying Tax Area Information.

• Set up Next Numbers for W-2s.

  See Setting Up Next Numbers for W-2s.

• Set up deductions, benefits, and accruals (DBAs) for year-end processing.

  See Setting Up DBAs for Year-End Processing.

• Set up pay types for 1099 processing.

  See Setting Up Pay Types for 1099 Processing.

• Enter third-party sick pay information.

  See Setting Up Information in Box 13.

• Review W-2 IRS-defined codes.

  See Reviewing W-2 IRS-Defined Codes.