• Title and Copyright Information
• Get Help
• 1 Introduction
  • End-of-Year Processing for the US
• 2 Year-End Form Configuration
  • Configure the Form W-2
  • Configure Number of Rows for W-2 Box 14
  • 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
    • How do I archive changes I made to a payroll relationship?
• 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
  • Overview of Begin-of-Year Processing for the US
• 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
  • Quarter-End Processing for the US
• 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
  • How do I print W-2s for terminated employees?
  • W-2 Register
  • W-2c Archive
  • W-2c Employee Report
  • W-2c Register