6g._Enter_corrections_in_the_payroll_system

6g. Enter corrections in the payroll system

Carefully check the printed sample W-2s to make sure the W-2 information that prints on each Form W-2 is correct for each employee.

What’s the difference between fixing something in Government Reporting vs. Payroll? Fixing something in Government Reporting allows you to shorten the number of steps required to create the actual W-2s. BUT, you will need to manually update the information that you fixed in the Payroll application, too. Fixing something in Payroll means that you’ll need to repeat some year-end steps. BUT you won’t have to manually update the employee records in Payroll.

 

How do I find errors on sample W-2s?

Carefully review the sample W-2s one by one.

Did the correct W-2 information for each employee print on the sample W-2?

  • Yes, the correct W-2 information for each employee was printed on the sample W-2. Great! You're ready to print actual W-2s.

  • No, the wrong W-2 information for an employee was printed on a sample W-2. You'll need to correct the error before you continue. Use the section titled How do I enter corrections? to correct errors in the sample W-2 information.

 

How do I enter corrections?

You have two options to correct errors on a sample W-2. You can correct the error in the Government Reporting application or you can correct the error in the Payroll application.

Entering W-2 corrections in Government Reporting means there are fewer steps to repeat in the Payroll year-end checklist, but you will have to enter the corrections twice: once in Government Reporting and then again in Payroll. Remember, there is no routine to copy information from Government Reporting to the employee record in the Payroll application.

Entering W-2 corrections in Payroll means you'll need to repeat more steps in the Payroll year-end checklist, but you only have to enter the corrections once. Because you will repeat the step to convert the year-end tax information, the changes that you have made to the employee's record in Payroll will be updated to the Government Reporting application.


Entering W-2 corrections in Government Reporting

1. Use W-2 Employees in Government Reporting to correct the error on the sample W-2.


How do I do this? Open Connect Government Reporting > W-2 Employees. Use the information on the sample W-2 to look up the employee's W-2 information and enter the correction. Keep the corrections that you have made to each employee record that you can use later to update the employee record in the Payroll application.

2. Return to Step 6e. Run Checkout for W-2 Employees on the Payroll Year-end Checklist.

Complete Steps 6e, 6f,  and 6g.

3. Now, you're ready to start Step 6h. Print actual W-2s.

4. When you're done printing actual W-2s and creating the electronic W-2 file, use Connect Payroll > Modify Existing Employees to enter the corrections that you made to the employee's W-2 record in Government Reporting.


Entering W-2 corrections in Payroll

1. Use Modify Existing Employees in Payroll to correct the error on the sample W-2.


How do I do this? Open Connect Payroll > Employees > Modify Existing Employees. Use the information on the sample W-2 to look up the employee record and enter the correction.

2. Return to Step 4. Verify Employee Information on the Payroll Year-end Checklist.

Complete Steps 4 and Steps 6 through 6g. Step 5 does not need to be completed again. 

3. Now, you're ready to start Step 6h. Print actual W-2s.

 


 

 

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