6e. Run checkout W-2 employees
Search for errors in the converted W-2 data.
How do I run Checkout W-2 Employees?
1. Open Connect Payroll > Government Reporting > Checkout W-2 Employees.
2. Use the Tax Year box to select the tax year that you are reviewing.
Checkout W-2 Employees, Tax year box
3. Select all of the checkboxes.
Checkout W-2 Employees, Checkboxes
4. Click GO (Ctrl+G).
5. Click Preview (Ctrl+Q) to preview the report or click Print
(Ctrl+P).
The error report prints the W-3 information and lists the errors that were found in the converted W-2 information.
How do I know when there are no errors on the W-2s? When you run Checkout W-2 Employees, the system checks for errors in the W-2 Employee information. If the system finds no errors, the message “No W-2 errors found” prints in the lower left-hand corner of the report.
W-2 Employee error report, No Errors Found message
Is the Checkout report free from errors?
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Yes, the Checkout report is free from errors. Great job!
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No, the Checkout report is NOT free from errors. First, you’ll use Payroll > Employees > Modify Existing Employees to look up the employee record and enter the correct W-2 information. After you fix employee records in the Payroll application, return to Step 6b. Convert year-end tax information.
Tip! If there are employees at your site with more than one employee number, and who are receiving multiple W-2s, you may wish to provide them with a single W-2. See the help topic titled How do I combine multiple W-2s?
STOP!
Did you make any changes to any employee records or pay codes?
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Yes, I made changes to employee records or pay codes. You’ll need to reconvert the year-end tax information (see the help topic titled Convert Year-end Tax Information) and go back to Step 6b. Convert year-end tax information.
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No, I did not make any changes to any employee records or pay codes. You’re ready to print sample W-2s to scratch paper. First, we recommend backing up the Payroll (PR0) and Government Reporting (GR0) database, and then continue to Step 6g. Print sample W-2s to scratch paper.
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