Configure the US Territorial Year-End Tax Forms
Before you can generate year-end tax forms for your US territorial employees, such as Forms W-2PR and W-2GU, you must provide them with correct and complete info.
Consider the following.
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How are your organizations configured?
For further info, see Set Up US Territories in the Help Center.
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Are your employees correctly configured?
For further info, see Configure Employees for Year End for the US in the Help Center.
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Do your year-end forms have the correct document delivery preferences?
For further info, see Document Delivery Preferences for Year End for the US in the Help Center.
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Have you defined the balance feeds for W-2PR boxes?
For further info, see Define Balance Feeds for Year-End Forms in the Help Center.
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Did you set the W-2PR and W-2cPR control numbers for Puerto Rico employees?
For further info, see Set the W-2PR and W-2cPR Control Numbers in the Help Center.
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Did you enter the employer phone number and email for Puerto Rico W-2PR and W-2cPR?
For further info, see Add Employer Phone Number and Email to the W-2PR and W-2cPR in the Help Center.
Configuring your US W-2s require somewhat different steps. For further info, see Configure the Form W-2 in the Help Center.
- Add Employer Phone Number and Email to the W-2PR and W-2cPR
- Configure Calculation Cards for US Territorial Year-End Tax Forms
- Configure Employees for Year End for the US
- Configure the Form W-2
- Define Balance Feeds for Year-End Forms
- Document Delivery Preferences for Year End for the US
- End-of-Year Processing for the US
- End-of-Year Tax and Wage Reports for the US
- Set the W-2PR and W-2cPR Control Numbers
- Set Up US Territories