6b. Convert year-end tax information
Payroll Year-end Checklist
Run Convert Year End Tax Information to import the tax information for each employee from the Payroll application into the Government Reporting application. The Government Reporting application is the application that will print the W-2s and create the electronic W-2 file.
Webinar: Step 6B-C. Convert W-2s and balance
How do I convert year-end tax information?
1. Open Connect Payroll > Government Reporting > Convert Year-end Tax Information.
2. Verify the tax year is correct.
Convert year-end tax information box
3. Verify the Social Security limit is correct for the tax year.
Social Security box
4. Verify the Medicare limit is correct for the tax year.
Medicare box
5. Click GO (Ctrl+G).
The routine processes the employee information and prints a conversion report. Set the conversion report aside because you will use the conversion report later to verify amounts in the Annual 941 report and Payroll History report.
Convert Year-end Tax Report
The W-2 information is copied to the Government Reporting application.
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
Step 6. Convert Year-end Tax Information
Transfer the 1099 vendor and invoice information from the Accounts Payable application to the 1099 Recipients table in the Government Reporting application. Read Me First... This step will take the vendor information from the Accounts Payable ...Webinar: Payroll Year-end Preparation (56m06s)
This webinar talks about the tasks you can work on to prepare to close the payroll year end. You need to wait until the last payroll of the year is finished before you can begin the Payroll Year-end Checklist, but you can get a head start by working ...Warning: Reconvert information for tax year YYYY
Issue I'm converting year-end tax information for the current payroll year and then this warning message pops up. Explanation Converting year-end information transfers employee information from the Payroll application into the Government Reporting ...How do I convert year-end tax information? (2025.05)
When it's time to print W-2 and 1099 forms, use the Convert Year-end Tax Information routine to import the employee information from the Payroll application into the Government Reporting application. The Government Reporting application manages the ...How do I convert year-end tax information? (OR) (2025.05)
When it's time to print W-2 and 1099 forms, use the Convert Year-end Tax Information routine to import the employee information from the Payroll application into the Government Reporting application. The Government Reporting application manages the ...