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.
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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.
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