The year-end workfile gathers the information that is necessary for you to print year-end reports and forms. The system also allows you to create a workfile for electronic filing reporting purposes.
After you define the criteria for your workfile, run the workfile build program. After you complete a full process and identify essential changes, make the necessary corrections to the applicable records.
Before you create the workfile, you must define the type of information that you want to print on your year-end forms.
Before you can define the criteria of your year-end workfile, you must create a W-2/1099 ID. The W-2/1099 ID identifies the version library where the system stores all of the information for year-end processing.
When you define data criteria, you determine the data and types of forms that you want to include in the workfile build. You can include W-2, 1099, and 499R-2 forms.
This chapter contains the following topics: