Configure Calculation Cards for Year-End Tax Forms

Use the Calculation Cards task to specify the required info about the following employee cards.

Calculation card	What you need to do
Tax Withholding Card	Identify eligible people as statutory employees.
Reporting Information Card	Make sure you have properly configured the applicable calculation components. Reporting Information State Tax Information State Reporting Information

Calculation card

What you need to do

Tax Withholding Card

Identify eligible people as statutory employees.

Reporting Information Card

Make sure you have properly configured the applicable calculation components.

Reporting Information
State Tax Information
State Reporting Information

For further info, see the following sections.

Tax Withholding Card

For statutory employees, set the following value on their Tax Withholding cards.

Field name	What it's for
Statutory Employee	Identifies an independent contractor as an employee by statute.

Reporting Information Card

The Reporting Information card provides additional info for employee-level state and federal reporting. Every card automatically gets the Federal calculation component when you create the card. The other components, you must define manually.

Before year-end, make sure you have configured these calculation components.

For further info, see Reporting Information Card for the US in the Help Center.

Third-Party Interfaces Calculation Component Details

This is a federal-level calculation component detail on the Reporting Information component.

It's provided by default when you create the card. ADP uses these values.

Field name	What it does
ADP Special Processing Required	Indicates whether the employee's W-2 should be excluded from main population printing. The default is No. Note: Setting this value is required only if you're selecting Yes.
ADP Special Sort Code	Provides additional data for sort options G and E in the ADP client maintenance system.

Reporting Information Calculation Component Details

This is a federal-level calculation component detail on the Reporting Information component.

It's provided by default when you create the card. Make sure you set this value, if appropriate.

Field name	What it does
Eligible for Retirement Plan	Employee eligibility for employer-sponsored retirement plans is based on a combination of: Amounts fed to specific balances Kinds of retirement plans in which the employees are participating In some cases, you must manually select this value to Yes to ensure proper reporting on Form W-2. An employee is automatically marked as eligible for the retirement plan on Box 13 of their W-2 when any of the following balances has a value greater than $0. W2 401k W2 403b W2 408k W2 501c W2 Pension Plan W2 Roth 401k W2 Roth 403b For further info, see Make Employees Eligible for Retirement Plans in the Help Center.

Field name

What it does

Eligible for Retirement Plan

Employee eligibility for employer-sponsored retirement plans is based on a combination of:

Amounts fed to specific balances
Kinds of retirement plans in which the employees are participating

In some cases, you must manually select this value to Yes to ensure proper reporting on Form W-2.

An employee is automatically marked as eligible for the retirement plan on Box 13 of their W-2 when any of the following balances has a value greater than $0.

W2 401k
W2 403b
W2 408k
W2 501c
W2 Pension Plan
W2 Roth 401k
W2 Roth 403b

For further info, see Make Employees Eligible for Retirement Plans in the Help Center.

Regional Tax Information Calculation Component

This is a regional-level calculation component.

You must create this calculation component before you can set this value.

Field name	What it does
Part-Year Resident	Use this field to identify if an employee is a part-year resident of New York City. Selecting Yes ensures the year-end archive flow populates the actual wages earned in Box 18 on the person's W-2. Selecting No populates the wages from Box 1 on the W-2 in Box 18. Note: New York City requires wages for full-year residents to be reported as federal wages from Box 1 on the W-2. Part-year resident wages must be actual wages during the period they were residents of New York City.

Field name

What it does

Part-Year Resident

Use this field to identify if an employee is a part-year resident of New York City. Selecting Yes ensures the year-end archive flow populates the actual wages earned in Box 18 on the person's W-2. Selecting No populates the wages from Box 1 on the W-2 in Box 18.

Note: New York City requires wages for full-year residents to be reported as federal wages from Box 1 on the W-2. Part-year resident wages must be actual wages during the period they were residents of New York City.