Year-End Reports
After you have created the report model and generated audit reports, you must review them to ensure that the year-end data is accurate. We strongly recommend that you generate and review all year-end audit reports before you print year-end forms.
Each audit report contains unique information. The audit report displays totals at company levels, as well as grand totals for all of the information that the year-end workfile includes.
This table describes each year-end report:
Audit Report |
Description |
|---|---|
W-2 Federal Control Report - Summary (R07860) |
This report prints all of the information for each employee's W-2. You must produce this report in the year-end process because this is the only report that includes an employee's entire data as it appears on the W-2 form. |
W-2 Federal Control Report Detail (R07861) |
When you run this report with a request for detailed information, this is listed for each employee in the year-end workfile build:
|
State/Local Control Report (R07862) |
The State/Local Control Report gives this information for each employee who is included in the year-end workfile build:
|
State/ Local Detail Report (R07863) |
The State/Local Detail report (R07863) prints this information:
If you request for a summary, the report gives summarized information about company, tax, area, and tax type. |
Special Handling Report (R07864) |
This report lists DBA amounts on the W-2s by box number, DBA, and employee name. This report can be run only for one special handling box at a time. This report displays summary information totals by box number, DBA, and company. |
W-2 Count Report (R07870) |
This report lists federal, state, and local reportable wages by employee name, and provides an employee count by company name and tax ID, as reported on the W-2s. If you request for summary, the report gives summarized information about only the company and tax ID totals |
W-2 Summary Report (R07867) |
This report lists all of the information that appears on W-2 forms for employees. Generating this report is mandatory if you are creating W-2 forms during the payroll year-end process because this is the only report that lists all of the data on each employee's W-2 form. |
Federal Adjustment Wage Report (R07865) |
This report lists taxable wages and any special handling adjustments to FIT, FICA, and Medicare. This report groups the information by employee if detailed information is requested or by company if summary information is requested. This report also lists error messages if the adjusted wages in the report do not match the adjusted wages on the W-2. |
Federal Allocation Report (R07868) |
This report provides a detailed listing of the federal taxable wages that are allocated to the various states where the employee has worked during the tax year. |
W-2 Benefit Statements (R07869) |
This report provides a summary of the benefits that are included on an employee's W-2 form in the states in which he or she worked during the tax year. |
W-2 State/Local Adjusted Wage Report (R07866) |
This report prints employee taxable wages, fringe benefits, and reportable wages, as reported on the W-2 forms. Using processing options, you can specify up to three states or localities for which you want to print information. This report also prints error messages if adjusted wages on the report do not match adjusted wages on the W-2. |
W-2 Box 13 Flags (R07873) |
This report lists all of the employees who have information in Box 13 of the W-2 form. The report also lists which items in Box 13 have data for each employee. The report is sequenced by the employee's Social Security number or the address number, depending on the version that you select. |
W-2 Workfile Integrity (R07874) |
This report identifies errors that occurred when the system created the year-end workfiles. It also identifies any changes that were made to the employee history since the year-end workfile was created. You should run this report before you print year-end forms to ensure that the information in the year-end workfile is correct. |
1099-Misc Summary (R07871) |
This report lists all of the information that appears on 1099-MISC forms for contract employees. This report is mandatory if you are creating 1099-MISC forms during the payroll year-end process because this is the only report that lists all of the data on each employee's 1099-MISC form. |
499R-2 Summary Report (R07875) |
This report lists all of the information that appears on 499R-2 forms for employees who work in Puerto Rico. You should consider this report mandatory if you are creating 499R-2 forms during the payroll year-end process because this is the only report that lists all of the data on each employee's 499R-2 form. |
1099-R Summary Report (R07872) |
This report lists all of the information that appears on 1099-R forms for pension employees. This report is mandatory if you are creating 1099-R forms during the payroll year-end process because this is the only report that lists all of the data on each employee's 1099-R form. |
This table describes the specifications of each audit report:
Audit Report |
Shows Totals? |
Shows Grand Totals? |
Changeable Data Sequence? |
|---|---|---|---|
W-2 Federal Control Report - Summary (R07860) |
YES |
YES |
NO |
W-2 Federal Control Report Detail (R07861) |
YES |
YES |
NO |
State/ Local Control Report (R07862) |
YES |
YES |
NO |
State/ Local Detail Report (R07863) |
YES |
YES |
NO |
Special Handling Report (R07864) |
YES |
YES |
NO |
W-2 Count Report (R07870) |
YES |
YES |
NO |
W-2 Summary Report (R07867) |
YES |
YES |
NO |
Federal Adjustment Wage Report (R07865) |
YES |
YES |
NO |
Federal Allocation Report (R07868) |
YES |
NO |
NO |
W-2 Benefit Statements (R07869) |
YES |
NO |
NO |
W-2 State/Local Adjusted Wage Report (R07866) |
YES |
YES |
NO |
W-2 Box 13 Flags (R07873) |
NO |
NO |
NO |
W-2 Workfile Integrity (R07874) |
YES |
YES |
NO |
1099-Misc Summary (R07871) |
YES |
YES |
NO |
499R-2 Summary Report (R07875) |
YES |
YES |
NO |
1099-R Summary Report (R07872) |
YES |
YES |
NO |