Contents
1 Introduction
2 Year-End Form Configuration
- Configure the Form W-2
- Configure the US Territorial Year-End Tax Forms
- Configure Organizations for Year End for the US
- Configure Employees for Year End for the US
- Document Delivery Preferences for Year End for the US
- Mask Employee Social Security Numbers for the US and Guam
- Define Balance Feeds for Year-End Forms
- Configure Form W-2 Box 14
- Set the W-2PR and W-2cPR Control Numbers
- Add Employer Phone Number and Email to the W-2PR and W-2cPR
- Configure the Form 1099-R
3 Calculation Card Configuration
- Configure Calculation Cards for Year-End Tax Forms
- Configure Calculation Cards for US Territorial Year-End Tax Forms
4 Year-End Archive
- Prearchival Reports for the US
- Archive Year-End Data for the US
- Validate the End-of-Year Archive for the US
- FAQ for Archive
5 Year-End Tax and Wage Reports
- End-of-Year Tax and Wage Reports for the US
- Correct Your Year-End Form Data
- Examples of Updating Year-End Tax Data for the US
- Examples of Updating Year-End Tax Data for US Territories
- Examples of Troubleshooting Year-End Tax Data for the US
6 Year-Begin Preparation
7 Appendix A: Year-End Reference Info
- How the Payroll Process Calculates Indiana County Taxes
- New Jersey Disability Insurance
- How do I select a private New Jersey Disability Insurance plan type?
- How do I select a private New Jersey Family Leave Insurance plan type?
- Can I override the W-2c Employee Report sort order?
- Form 1099-R Box Info
- Form W-2 Box Info
- Form W-2PR Box Info
8 Appendix B: Quarter-End Processing
9 Appendix C: Reports and Processes
- Archive End-of-Year Payroll Results for the US
- Assign Control Number for Puerto Rico Employees
- Balance Exception Report for the US
- Employee Active Payroll Balance Report for the US
- Quarter-to-Date Archive
- Start-of-Year Process Flow
- W-2 Employee Report
- W-2 Register
- W-2c Archive
- W-2c Employee Report
- W-2c Register