W2 Work File Build (P06720)

Processing Option	Processing Options Requiring Further Description
NEW JERSEY STATE ONLY: Enter Disability Insurance Private Plan Number. Enter Family Leave Insurance Private Plan Number. NOTE: Use Special Handling for New Jersey Family Leave Insurance	To report New Jersey disability insurance, enter the Insurance Private Plan Number. The system prints this number in box 14 on the W-2 form.
AGENT NUMBER: Enter the company number of the reporting agent if an agent is being used. The agent needs to be set up in the company constants as well as in corporate tax IDs. Leave this processing option blank if an agent is not being used. Default = blanks PENNSYLVANIA STATE ONLY Enter PSD Code to report and remit taxes to a single Tax Collection District	The company number in this processing option is the common pay agent. Some states do not allow common pay agent reporting. You must run another workfile build, leaving this processing option blank, if you need to submit year-end information to states that do not accept common pay agent reporting. When you assign a common pay agent, the system includes additional information regarding the agent on Form W-2 and Form W-3 and in the electronic filing workfiles. If an employee works in multiple companies and you are reporting year-end information using a common pay agent, the system generates multiple W-2 forms for the employee. Contact your local IRS office for more information about common pay agent reporting.

Processing Option

Processing Options Requiring Further Description

NEW JERSEY STATE ONLY:

Enter Disability Insurance Private Plan Number.

Enter Family Leave Insurance Private Plan Number.

NOTE: Use Special Handling for New Jersey Family Leave Insurance

To report New Jersey disability insurance, enter the Insurance Private Plan Number. The system prints this number in box 14 on the W-2 form.

AGENT NUMBER:

Enter the company number of the reporting agent if an agent is being used. The agent needs to be set up in the company constants as well as in corporate tax IDs. Leave this processing option blank if an agent is not being used.

Default = blanks

PENNSYLVANIA STATE ONLY

Enter PSD Code to report and remit taxes to a single Tax Collection District

The company number in this processing option is the common pay agent. Some states do not allow common pay agent reporting. You must run another workfile build, leaving this processing option blank, if you need to submit year-end information to states that do not accept common pay agent reporting.

When you assign a common pay agent, the system includes additional information regarding the agent on Form W-2 and Form W-3 and in the electronic filing workfiles.

If an employee works in multiple companies and you are reporting year-end information using a common pay agent, the system generates multiple W-2 forms for the employee.

Contact your local IRS office for more information about common pay agent reporting.