How do I verify electronic filing information? (Government Reporting)

Payroll Year-end Checklist

If your organization is filing electronic W-2s, check the following settings in the Government Reporting application:

• W-2 contact information

• Preferred method of notification

• Preparer code

• Employer/Agent employer identification number (EIN)

• Employment code

• Kind of employer

• Third party pay

 

Verifying electronic W-2 settings

1. Open Connect Payroll > Government Reporting > Organization.

2. Click the Federal tab.

 

 

3. Click the Electronic Filing tab.

 

4. Verify the following information.

Connect will use this information to print W-2s and create the electronic W-2 file.

 

 

W-2 Contact Information

Check the W-2 contact name, phone, email, and fax.

 

Preferred method of problem notification

Select your preferred method of communication.

 

Preparer code

If you are preparing W-2s for your organization, then select L (Self-Prepared).

 

Employer/Agent employer identification number (EIN)

A nine-digit number, also known as the Federal Employer Identification Number or Federal Tax Identification Number, that's assigned by the Internal Revenue Service (IRS).

 

Agent for EIN

You can use the same number as the Employer/Agent Employer Identification Number (EIN).

 

Employment code

Usually R (Regular (all others)).

 

Kind of employer

Usually S (State and Local Government Employer).

 

Third party

If your organization has third party pay, enter the amount paid by the third party in the Third Party box and then click to select the Third Party Sick Pay Indicator checkbox.

 

5. Click Save  (CTRL+S).

 

 

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