Document Record and Attachment Preferences for the US

By default, the preferences for document records and attachments are restricted, not allowing employees or payroll professionals to add, update, or delete completed year-end documents and attachments. This disables updates and removals of the forms after they're created and posted. This applies to all year-end document types, as well as original, canceled, and amended forms.

Here's a list of the predefined restrictions.

• Restrict Create = Yes

• Restrict Update = Yes

• Restrict Delete = Yes

• Restrict Add Attachment = Yes

• Restrict Update Attachment = Yes

• Restrict Delete Attachment = Yes

These restrictions are predefined for these year-end document types.

• W-2

• W-2c

If required, you can remove these restrictions by updating the record and attachment preferences for a document type.

To access the document record and attachment preferences, use the Document Types task.