Contents
1 Introduction to JD Edwards EnterpriseOne U.S. Payroll Year-End Processing
- JD Edwards EnterpriseOne U.S. Payroll Year-End Processing Overview
- JD Edwards EnterpriseOne U.S. Payroll Year-End Processing Implementation
2 Understanding U.S. Payroll Year-End Processing
- U.S. Payroll Year-End Processing Features
- Preparation for Year-End Reporting
- The U.S. Payroll Year-End Processing Cycle and Process Flow
- The U.S. Payroll Year-End Processing Cycle
- The U.S. Payroll Year-End Processing Checklist
- Setting Up UDCs
- Verifying Payroll History
- Corporate Tax IDs
- Tax History Integrity Report
- PDBA History Integrity Report
- Tax History Integrity Report - F06136A/F06166A
- Tax History Integrity Report - F06136B (PA ACT 32)
- Running the Tax History Integrity Report - F06136A/F06166A (R077011A)
- Setting Processing Options for the Tax History Integrity Report - F06136A/F06166A (R077011A)
- Running Tax History Integrity Report - F06136B (PA ACT 32) (R077011B)
- Setting Processing Options for the Tax History Integrity Report - F06136B (PA Act 32) (R077011B)
3 Processing Year-End Rollovers
4 Setting Up U.S. Payroll Year-End Processing
- Understanding Employee Setup for U.S. Payroll Year-End Processing
- Setting Up Information in Box 13
- Setting Up Employees Who Work in Multiple States
- Setting Up Employees Who Work in Puerto Rico
- Setting Up Contract and Pension Employees
- Verifying Company Information
- Verifying Tax Area Information
- Setting Up Next Numbers for W-2s
- Setting Up DBAs for Year-End Processing
- Understanding DBA Setup for Year-End Processing
- Forms Used to Set Up DBAs for Year-End Processing
- Entering W-2 IRS-Defined Codes for Amounts Reported in Box 12
- Entering Descriptions for Amounts Reported in Box 14
- Setting Up State Wage Adjustments for Specific States
- Running the Repost DBAs to Tax Area Summary Program (R07148)
- Setting Processing Options for the Repost DBAs to Tax Area Summary Program (R07148)
- Setting Up Pay Types for 1099 Processing
- Reviewing W-2 IRS-Defined Codes
5 Setting Up Year-End Workfiles
- Understanding the Year-End Workfile
- Setting Up Year-End Workfile Parameters
- Creating the Year-End Workfile
6 Reviewing Year-End Workfile Information
- Reviewing Year-End Version Information
- Understanding Version Review
- Forms Used to Review Year-End Version Information
- Reviewing the Status of IDs Being Processed
- Resetting a Step in the Year-End Cycle
- Resetting the Year-End Version
- Reviewing the W-2 Count
- Reviewing Wage Adjustment Summaries
- Reviewing Wage Adjustments Detail
- Reviewing Employee Wage Information
- Reviewing Employee Form Count Information
- Reviewing Employee Form Detail Information
- Reviewing Employee Form Information
- Printing a Single Year-End Form
- Reviewing Employee 1099 and 499R-2 Information
- Reviewing History Reports
- Understanding History Reports
- Running the Federal Tax History Report (R07347)
- Setting Processing Options for the Federal Tax History Report (R07347)
- Running the State/Local Taxation Report (R07348)
- Setting Processing Options for the State/Local Taxation Report (R07348)
- Running the Employee Pay & Tax Register Report(R073231)
- Setting Processing Options for the Employee Pay & Tax Register Report (R073231)
- Processing Year-End Workfile Changes
7 Producing Year-End Deliverables
- Understanding the Year-End Reporting Process
- Printing Audit Reports
- Working with Year-End Forms
- Understanding Year-End Forms
- Prerequisites
- Forms Used to Work With Year-End Forms
- Entering a Print Date for Year-End Forms
- Printing Year-End Forms
- Resetting Year-End Forms
- Generating Year-End Forms Using Embedded BI Publisher
- Setting Processing Options for the Print 1099-MISC Program (R07880)
- Setting Processing Options for the Print 1099-R Program (R07881)
- Setting Processing Options for the Print 1099-R 4-Corner Program (R07881A)
- Setting Processing Options for the Print 1099-NEC Program (R07890)
- Setting Processing Options for Print 1099-MISC Pressure Seal Forms Program (R07893)
- Setting Processing Options for W2 Employee Copy (R07885)
- Setting Processing Options for W2 Employer Copy (R07885A)
- Setting Processing Options for Print W2C (R07887)
- Setting Processing Options for Laser Print W-2s (2 part) (R07884)
- Generating Workfiles for Year-End Electronic Filing
- Understanding Electronic Filing Workfiles
- Prerequisites
- Forms Used to Generate Workfiles for Electronic Filing
- Generating the EFW2 Workfile
- Generating the Federal W-2 EFW2 Electronic Filing Workfile
- Generating State W-2 EFW2 and 499R-2 Electronic Filing Workfiles
- Generating the 1099 Electronic Filing Workfile
- Setting Up Processing Options for the Federal Mag Media Program (R8907865)
- Working with Correction Forms
8 Appendix A - Control Tables and Sample Forms
- Control Tables
- F07810 - Year-End Control Table
- F07821 - Company Form Count Table
- F07822 - Company Federal Control Table
- F07823 - Year-End Report Table
- F07824 - Company State/Local Control Table
- F07825 - Company Special Handling Control Table
- F07815 - Special Handling Codes Setup
- F07830 - Employee Federal Control Table
- F07831 - Employee State/Local Control Table
- F07832 - Employee Special Handling Control Table
- F078603 - 1099 Mag Media Table
- F078651 - W2 EFW2 Electronic Filing Build Table
- F078652 - W-2C EFW2C Electronic Filing Build Table
- R897869xx - Create State Flat File from F078691XX
- Frequently Asked Questions
- Sample Forms