Understanding Year-End Workfile Changes

After you complete a full workfile build process (type 1) and identify changes that need to be made, make the necessary corrections to the applicable records. You must then process the changes through the workfile build process.

When you rerun the workfile build to incorporate the changes, you can reduce processing time by selecting changes-only processing (type 2). Changes-only processing reduces the computer processing time by rerunning only those records that you have corrected. For example, to process changes that you have made employee-wise, you can limit the data selection by choosing the Additional Parameters - Address Number function and entering only the changed address numbers. You can also use the corresponding functions to limit the data selection for the tax ID, tax area, and company.

You can request changes-only processing by employee, company, tax area, or tax ID. The acceptable combinations for changes-only processing are:

• By company

• By tax ID

• By tax area

• By employee

• By company and tax area

• By company and employee

• By tax ID and tax area

• By tax ID and employee

• By tax area and employee

  Note: You cannot process changes by both company and tax ID. Additional parameters are used to narrow the data selection criteria of the workfile build version. You cannot enter data that otherwise would not be included in the additional parameters of the workfile build. Also, you cannot use additional parameters to include additional employees in the workfile build process. To include additional employees, change the data selection of the workfile build version, and reset and rerun the workfile build process.