Configure Organizations for Year End for the US
Before you attempt to generate your year-end forms, make sure you've correctly configured your organizations.
This involves:
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Configuring federal and state registrations
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Configuring tax reporting units (TRUs)
For further info, see the following sections.
How you configure federal and state registrations
Use the Legal Reporting Unit Registrations task to make sure you populated the following fields for each TRU.
|
This jurisdiction |
Uses this field name |
This is how it's used |
|---|---|---|
|
United States Federal Tax |
EIN or TIN |
Your federal employer identification number (EIN) |
|
United States Federal Tax |
Registered Name |
Your employer name |
|
United States Federal Tax |
Address |
Your employer address |
|
<state> Income Tax |
Registration Number |
Your employer state EIN |
How you configure tax reporting units
To set W-2 info for your TRUs:
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From My Client Groups, click Workforce Structures.
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Click Manage Legal Reporting Unit HCM Information.
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In Tax Reporting Unit, select Federal.
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In Federal Year-End Reporting Rules, enter the following.
For this field
Enter this
W-2 Publish Month
Specify the month when the employee can view their W-2.
W-2 Publish Day
Specify the day when the employee can view their W-2.
W-2c Publish Month
Specify the month when the employee can view their W-2c.
W-2c Publish Day
Specify the day when the employee can view their W-2c.
1099-C Publish Month
Specify the month when the employee can view their 1099-C.
1099-C Publish Day
Specify the day when the employee can view their 1099-C.
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If necessary, set regional values.
For this field
Enter this
NJ Disability Insurance
Identify your plan type and, if a private plan, the plan number.
NJ Family Leave Insurance
Identify your plan type and, if a private plan, the plan number.
For further info, see New Jersey Disability Insurance on the Help Center.
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Click Submit.