Assigning Additional Information for Building the Workfile

To further define what the system processes when you run the workfile build program, you can assign additional information for building the workfile. For example, if you need to run the workfile build for a select group of employees without changing the data selection in your program version, you can assign additional information.

You might want to test the setup of your workfile build by running the process with a small number of employees. To shorten processing time during your test, use additional information to select this group of employees. Additionally, you can use this feature to process changes to employee information since the original workfile build process.

Additional information includes the following:

• Requesting processing by company

• Requesting processing by tax ID

• Requesting processing by tax area

• Requesting processing by address number (use this for Changes Only processing only)

Note:

You cannot enter additional information for companies, tax IDs, tax areas, or employees who do not meet the data criteria of the data selection for the program version. You use additional information to reduce the number of employees that you process. To include additional employees in the workfile build process, you must change the data selection of the program version.

See also:

• Creating Electronic Filing for additional information and instructions about creating electronic files

• Defining Workfile Data Criteria for additional information and instructions about defining workfile criteria

To assign additional information for building the workfile

Navigation

From Year End Processing (G07247), choose Build W-2/1099 Workfiles

1. On the first Build W-2/1099 Workfiles screen, complete the steps for setting up your year-end workfile.

2. On the second Build W-2/1099 Workfiles screen, choose Additional Parameters - Home Company (F5) to request processing by company.

3. On W-2 Additional Parameters, complete the following field with the company number:

   • Value

4. Click Add.

5. Exit W-2 Additional Parameters.

6. On the second Build W-2/1099 Workfiles screen, choose Additional Parameters - Tax ID (F17) to identify the federal tax IDs to include in your workfile build.

7. On W-2 Additional Parameters, complete the following field with the tax ID:

   • Value

8. Click Add.

9. Exit W-2 Additional Parameters.