Processing Year-End Workfile Changes

Access the Work With Year-End Workbench form.

  1. On Work With Year-End Workbench, select the year-end ID that you want to change.

  2. To process changes for only the records that you changed, from the Row menu, select ADDL Parameters, and then select one of these fields:

    • Home Company

    • Tax Identification

    • Tax Area

    • Address Number

  3. On Additional Parameters, enter the appropriate information and click OK.

  4. On Work With Year-End Workbench, select the year-end ID that you want to change.

  5. From the Row menu, select Year-End Process and then select Revise Year-End.

  6. On Year-End Revisions, verify that 2 is entered in the Process Type field.

  7. Select the Submit Year-End option, and then click OK.

When you process changes by company, tax ID, tax area, and address number, the system displays the W-2 Additional Parameters form. The system displays a different data item value for each function that you might select to process, such as HMCO for company, TAXX for tax ID, TARA for tax area, or AN8 for address number.

If you did not specify a date printed for W-2 forms, the system reprocesses W-2 information. If you entered a date printed when you printed W-2 forms and did not reset the print function, the system creates W-2C information.