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  • Title and Copyright Information
  • Preface
  • 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
      • Implementation Steps for U.S. Payroll Year-End Processing
  • 2 Understanding U.S. Payroll Year-End Processing
    • U.S. Payroll Year-End Processing Features
      • Release Levels
      • Changes Supported by U.S. Year-End Processing in 2025
    • Preparation for Year-End Reporting
      • Government Regulations
      • Paper Forms
      • Deadline Information
      • Deadline Extensions and Waivers of Reporting Requirements
      • IRS and SSA Resource List
    • 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
        • Employer Contact AN8 Phone (07Y|EC)
        • Employer Contact Email Fax (07Y/EF)
        • Setting Up Kind of Employer (UDC 07Y/KE)
        • Setting Up Country Code (UDC 07/CN)
        • Setting Up Special Handling Code (UDC 06/S2)
      • 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)
          • Taxation
        • Running Tax History Integrity Report - F06136B (PA ACT 32) (R077011B)
        • Setting Processing Options for the Tax History Integrity Report - F06136B (PA Act 32) (R077011B)
          • Taxation
  • 3 Processing Year-End Rollovers
    • Understanding Year-End Rollovers
    • Running the Year-End Rollover Program
      • Understanding Rollover Processing
      • Prerequisites of Processing Rollovers
      • Form Used to Run the Year-End Rollover Program
      • Processing Year-End Rollovers
      • Setting Processing Options for the Year-End Rollover Program (P07390)
        • Process
      • Reviewing Year-End Rollover Reports
  • 4 Setting Up U.S. Payroll Year-End Processing
    • Understanding Employee Setup for U.S. Payroll Year-End Processing
      • Employee Information
      • Employee Names and Addresses
    • Setting Up Information in Box 13
      • Understanding Box 13 Information
        • Third-Party Sick Pay
        • Copies of Records
      • Forms Used to Set Up Information in Box 13
      • Setting Up a Statutory Employee
      • Setting Up an Employee As an Active Participant in a Retirement Plan
      • Entering Third-Party Sick Pay Records
      • Copying Third-Party Sick Pay Records
    • Setting Up Employees Who Work in Multiple States
      • Understanding the Setup Requirements for Employees Who Work in Multiple States
        • Resident State as Base State
        • Other State as Base State
      • Prerequisite
      • Forms Used to Set Up Employees Who Work in Multiple States
      • Setting Up the Resident State as the Base State
      • Setting Up a State Other Than the Resident State as the Base State
    • Setting Up Employees Who Work in Puerto Rico
      • Understanding Year-End Setup for Puerto Rico
      • Forms Used to Set Up Employees Who Work in Puerto Rico
      • Setting Up Employees Who Work in Puerto Rico
    • Setting Up Contract and Pension Employees
      • Understanding Contract and Pension Employee Setup
      • Forms Used to Set Up Contract and Pension Employees
      • Setting Up Contract and Pension Employees
    • Verifying Company Information
      • Understanding Company Address Information
      • Understanding Parent Companies
      • Forms Used to Specify a Parent Company
      • Specifying a Parent Company
    • Verifying Tax Area Information
      • Understanding Tax Area Information
      • Forms Used to Verify Tax Area Information
      • Verifying Tax Area Information
    • Setting Up Next Numbers for W-2s
      • Understanding How to Setup Next Numbers for W-2s
      • Forms Used to Set Up Next Numbers for W-2s
      • Setting Up Next Numbers for W-2s
    • Setting Up DBAs for Year-End Processing
      • Understanding DBA Setup for Year-End Processing
        • Box 12
        • Box 14
        • State Wage Adjustments
        • Example: Adjusting State Wages for a Specific State
      • 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)
        • Select
    • Setting Up Pay Types for 1099 Processing
      • Understanding Pay Type Setup for Year-End Processing
        • Contract Employee Pay Types
        • Pension Employee Pay Types
      • Prerequisite
      • Forms Used to Set Up Pay Types for 1099 Processing
      • Setting Up Pay Types for Contract and Pension Employees
      • Setting Up Tax Exempt Pay Types
    • Reviewing W-2 IRS-Defined Codes
      • Understanding IRS-Defined Codes
      • Form Used to Review W-2 IRS-Defined Codes
      • Reviewing W-2 IRS-Defined Codes
  • 5 Setting Up Year-End Workfiles
    • Understanding the Year-End Workfile
    • Setting Up Year-End Workfile Parameters
      • Understanding Year-End Workfile Definition
        • Create a Year-End ID
        • Define Workfile Data Criteria
        • Assign Special Handling Information
        • Descriptions of Special Handling Codes
        • Copy Special Handling Information
        • Assign Additional Information to the Workfile Build
      • Forms Used to Set Up Year-End Workfile Parameters
      • Creating a Year-End ID
      • Defining Workfile Data Criteria
      • Assigning Special Handling Information
      • Copying Special Handling Information
      • Assigning Additional Information to the Workfile Build
    • Creating the Year-End Workfile
      • Understanding Year-End Workfile Creation
        • Data Selection and Sequencing for Building Year-End Workfiles
        • Review of the Negative Amount Error Report
      • Prerequisite
      • Forms Used to Create the Year-End Workfile
      • Creating the Year-End Workfile
      • Setting Processing Options for U.S. Year-End Workbench (P07810)
        • Process
        • Print
        • Versions
        • Display
  • 6 Reviewing Year-End Workfile Information
    • Reviewing Year-End Version Information
      • Understanding Version Review
        • W-2 Form Count
        • Reviewing Wages and Wage Adjustments
        • Employee Form Review
        • Resetting Year-End Steps and Versions
      • 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
      • Understanding Employee Form Information
        • Employee W-2 Information
        • Employee Wage Allocations
        • Special Handling
        • Statutory Employees
      • Forms Used to Review Employee Form Information
      • Reviewing Employee W-2 Information
      • Reviewing Employee Wage Adjustments
      • Reviewing Employee Wage Allocations
      • Reviewing Employee Special Handling Information
    • Printing a Single Year-End Form
      • Understanding the Single Form Printing Process
      • Forms Used to Print Single Year-End Forms
      • Printing Single Year-End Forms
    • Reviewing Employee 1099 and 499R-2 Information
      • Forms Used to Review Employee 1099 and 499R-2 Information
    • Reviewing History Reports
      • Understanding History Reports
        • Federal Tax History Report
        • State/Local Taxation Report
        • Review of the Employee Pay and Tax Register
      • Running the Federal Tax History Report (R07347)
      • Setting Processing Options for the Federal Tax History Report (R07347)
        • Report
      • Running the State/Local Taxation Report (R07348)
      • Setting Processing Options for the State/Local Taxation Report (R07348)
        • Period
        • Hours
      • Running the Employee Pay & Tax Register Report(R073231)
      • Setting Processing Options for the Employee Pay & Tax Register Report (R073231)
        • Defaults
    • Processing Year-End Workfile Changes
      • Understanding Year-End Workfile Changes
      • Prerequisite
      • Form Used to Process Year-End Workfile Changes
      • Processing Year-End Workfile Changes
  • 7 Producing Year-End Deliverables
    • Understanding the Year-End Reporting Process
    • Printing Audit Reports
      • Understanding Audit Reports
        • Year-End Reports
      • Prerequisite
      • Forms Used to Print Audit Reports
      • Printing Audit Reports
      • Copying the Reports Model
    • Working with Year-End Forms
      • Understanding Year-End Forms
        • Printing Dates
        • Printing Forms
        • Resetting 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
        • Prerequisites
        • Generating W-2 and W-2C Forms Using Embedded BI Publisher
        • Generating 1099 MISC, 1099 NEC, and 1099 R forms Using Embedded BI Publisher
      • Setting Processing Options for the Print 1099-MISC Program (R07880)
        • Print
      • Setting Processing Options for the Print 1099-R Program (R07881)
        • Process
        • Print
      • Setting Processing Options for the Print 1099-R 4-Corner Program (R07881A)
        • Process
        • Print
      • Setting Processing Options for the Print 1099-NEC Program (R07890)
        • Print
      • Setting Processing Options for Print 1099-MISC Pressure Seal Forms Program (R07893)
        • Print
      • Setting Processing Options for W2 Employee Copy (R07885)
        • Print
      • Setting Processing Options for W2 Employer Copy (R07885A)
        • Print
      • Setting Processing Options for Print W2C (R07887)
        • Print
      • Setting Processing Options for Laser Print W-2s (2 part) (R07884)
    • Generating Workfiles for Year-End Electronic Filing
      • Understanding Electronic Filing Workfiles
        • Technical Considerations
        • Federal W-2 EFW2 Electronic Filing
        • State EFW2 and 499R-2 Workfiles
        • 1099 Electronic Filing
      • 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 W2 EFW2 Electronic Filing Build Workfile Program (R8907865)
        • EFW2
        • Contact
    • Working with Correction Forms
      • Understanding W-2Cs
        • Create and Review W-2Cs
        • Print W-2C and W-3C Forms
        • Rerun the W-2c Workfile Build
        • W-2c Electronic Filing
      • Prerequisite
      • Forms Used to Work with W-2cs
      • Creating W-2c Records
      • Printing W-2c and W-3c Forms
      • Generating the Federal W-2c EFW2C Electronic Filing Workfile
  • 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
      • Special Instructions
      • Printing Information in Box 12
      • Special Handling
      • Third-Party Sick Pay
      • User Defined Codes
      • Voiding a Check
      • Workfile Build
      • Year-End Rollover
    • Sample Forms
      • W-2 Wage and Tax Statement
      • W-2c Corrected Wage and Tax Statement
      • 1099-MISC Miscellaneous Information
      • 1099-NEC Nonemployee Compensation
      • W-3 Transmittal of Wage and Tax Statements
      • W-3c Transmittal of Corrected Wage and Tax Statements