Creating a W-2/1099 ID
Before you can define the criteria of your year-end workfile, you must create a three-character W-2/1099 ID. The W-2/1099 ID identifies the version library that the system creates when you build the workfile. This library, W2LIBxxx, where xxx is the W-2/1099 ID, stores all of the information for year-end processing. The ID also identifies the DREAM Writer version that you use to choose employees for year-end processing. You use this ID when you run all of the subsequent steps in the year-end processing. You can set up multiple IDs to process different groups of employees.
You must assign a unique DREAM Writer version to each W-2/1099 ID that you create. You use this version to choose the employees to include in year-end processing. You can assign a DREAM Writer version to only one W-2/1099 ID. If no suitable DREAM Writer version exists, you can add a new version when you create the new ID. The system can process multiple W-2/1099 IDs simultaneously.
You cannot assign a unique DREAM Writer version to more than one W-2/1099 ID. The system checks for duplicate DREAM Writer versions. Do not use the same ID that you have in a prior year. If you use the same ID, the data the system generates this year overwrites the data of the previous year.
To create a W-2/1099 ID
Navigation
From Year End Processing (G07247), choose Build W-2/1099 Workfiles
On the first Build W-2/1099 Workfiles screen, complete the following field and click Enter twice:
W-2/1099 ID
On the second Build W-2/1099 Workfiles screen, complete the steps for defining the workfile data criteria.