Reviewing History Reports
JD Edwards World recommends that you run history reports and compare them to your audit reports. The data on these reports should match the data on the corresponding audit reports. If there are discrepancies between the reports, you might need to make changes to the information in the year-end workfiles.
Reviewing history reports includes the following tasks:
Reviewing the Federal Taxation History Report
Reviewing the State/Local Taxation History Report
Reviewing the Employee Pay and Tax Register
Processing year-end workfile changes
Reviewing the Federal Taxation History Report
For each employee, the Federal Taxation History report lists all of the federal taxable wages and tax from the Taxation Summary History table (F06136).
Navigation
From History Reports (G0715), choose Federal Taxation Report
Processing Options
Reviewing the State/Local Taxation History Report
The State/Local Taxation History report shows all of the state and local taxes paid by the employee. This report retrieves information from the Taxation Summary History table (F06136).
Navigation
From History Reports (G0715), choose State/Local Taxation Report
Processing Options
Reviewing the Employee Pay and Tax Register
The Employee Pay & Tax Register shows taxable wages and taxes paid by the employee. This report retrieves information from the Taxation Summary History table (F06136).
Navigation
From History Reports (G0715), choose Employee Pay & Tax Register
Processing Options
Processing Year-End Workfile Changes
After you complete a full workfile build processing (type 1), identify changes that you need to make, and then make the necessary corrections to the applicable records.
When you rerun the workfile build, you can reduce processing time by choosing changes-only processing (type 2). Changes-only processing reduces the computer processing time by rerunning only the records to which you make changes. For example, to process changes that you make by employee, you can limit your data selection to choosing the Additional Parameters - Address Number function and entering the address numbers for only those employees with changes. 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 following list includes the valid combinations for changes-only processing:
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
You cannot process changes by both company and tax ID. You cannot enter data that otherwise is not in the additional parameters of the workfile build. You use additional parameters to narrow the data selection criteria of your workfile build version. You cannot use additional parameters to include additional employees in your workfile build process. To include additional employees you must change the data selection of your workfile build version, reset, and rerun your workfile build process.
Before You Begin
Process the workfile build successfully, and make any necessary corrections to employee and company information.
To process year-end workfile changes
Navigation
From Year End Processing (G07247), choose Build W-2/1099 Workfiles
On the first Build W-2/1099 Workfiles screen, enter the W-2/1099 ID for the workfile that contains records for which you need to process changes and click Enter twice.
On the second Build W-2/1099 Workfiles screen, enter 2 in the Type of Processing field.
To process changes only, perform any of the following:
By company, choose Additional Parameters - Home Company (F5).
By tax ID, choose Additional Parameters - Tax I.D. (F17).
By tax area, choose Additional Parameters - Tax Area (F18).
By employee, choose Additional Parameters - Address Number (F19).
The system displays W-2 Additional Parameters when you process changes by company, tax ID, tax area, and employee. The system displays a different data item value, depending on the function that you chose to process, such as HMCO for company, TAXX for tax ID, TARA for tax area, and AN8 for employee.
On W-2 Additional Parameters, specify the changes.
Exit W-2 Additional Parameters.
On Build W-2/1099, choose Submit (F6).
If you did not specify a print date for W-2 forms, the system reprocesses W-2 information. If you did enter a print date when you printed W-2 forms and did not reset the print function, the system creates W-2c information.