Payroll - Copy/Remove/Install W-2 Configuration

 

Function

This task allows you to copy the entire W-2 configuration from firm to firm, year to year, remove the entire W-2 configuration for an individual firm for a given year, and to Install new Tax year W2-W3 forms and definitions from a downloaded update file.

 

=> To access this task...

Select W-2 Processing from the Periodic Processing menu, then select Copy/Remove/Install W-2 Configuration.


Copy/Install/Remove W-2 Configuration

 

About the Fields

In the Copy/Remove/Install W-2 configuration radio button field...

  • Choose the Copy option to copy a W-2 configuration from one firm to another.

  • Choose the Remove option to remove a W-2 configuration.

  • Choose the Install from Update option to install an update from a downloaded file.

In the From Firm field...

This field is active when you select the Copy or Remove Option in the previous field.

  • Select the firm from which the W-2 configuration is to be copied or removed from.

In the Destination Firm field...

This field is accessible when you select the Copy Option in the previous Field.

  • Select the firm to which the W-2 configuration is to be copied to.

In the From Year field...

This field is active when you select the Copy or Remove Option in the previous field.

  • Enter the Tax Year from which the W-2 configuration is to be copied or removed from.

In the Destination Year field...

This field is accessible when you select the Copy Option in the previous Field.

  • Enter the Tax Year to which the W-2 configuration is to be copied to.

In the XML File Path field...

This field is accessible when you select the Install from Update in the previous field.

  • Enter the file that contains the W2 Updates for the Year.

  • to browse for it.

The Update File contains Tax Year Information, and will be installed into the Firm that you are currently working in.



When done making selections...

  • Click the to process the requested action.  


The Copy operation will show progress in the Notification Section and will return you to the Payroll W2 Process Menu.

 

The Remove operation will show progress in the Notification Section and will return you to the Payroll W2 Process Menu.


 The Install Update operation will indicate Completion.



This Update process will not overwrite definitions that you may have already created in the W2 Box Definition, W2 Form Box ID Definition, or W2 State Id Definition. If such data already exists, and you wish to overwrite it, then you must first perform the Remove Option for that Firm and Year.


The W2 and W3 Form Images (contained in PRC-W2_IMAGES) used for producing the W-2 Printing Function, will be overwritten in this process, they are specific to a tax year, and contain a tax year identification, but are otherwise shared within all firms.



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