Overview

As a Payroll Administrator, there are a sequence of steps you need to perform as part of the end of year process to generate the Form 16.

1. Generate the Form 12BA for individual employees.
2. Generate the Form 12BB for individual employees.
3. Download the consolidate .zip file that includes the Form 16 Part A and Form 16 Part B, from the TRACES utility.
4. Generate individual Form 16 Part A and Form 16 Part A using the TRACES utiity, for the individual PDF files.
5. Prepare the .zip file to load files for Form 16 Part A and Part B.
6. Submit the flow to upload the files for Part A and Part B.
7. Submit the flow to generate Form 16 for individual employees.
8. Download the consolidated Form 16 using Mass Download from document of records.
9. Digitally sign the merged Form 16 PDF using a third party utility, for each employee.
10. Upload the digitally signed Form 16 to the employee document of records.