Verify Required Information

Overview:

A key step when it comes to monthly, quarterly, and/or annual payroll reporting, is to verify all employer, state, and employee information prior to generating reports and uploading electronic files.

Verify Employer Information (Finance & Accounting > Setup > Organization Units > Organizational Units)

Verify the name and address information for each Legal Entity OU
Verify the Federal Employer Id

Verify State Tax Identifiers (Payroll > Setup > Taxes > State Tax Information)

State Tax Id #
State UC Id #

Verify Local Tax Jurisdiction Reporting Information (Payroll > Setup > Taxes > Local Taxing Authorities)

Report on W-2
Electronic W-2 File Locality Name
EFW2 Tax Type
W-2 Box 20: Taxation Codes

Verify W-2 Submitter Information (Payroll > Year End Reporting > W-2 Submitter Information)

Ensure all W-2 Submitter Records are correct

Verify Employee Information (Payroll > Employees > Employee Payroll Information)

Social Security # / Tax Id
Full Employee Names
Address Information

Benefits:

Ensures all reports/electronic files contain correct information
Reduces the risk of errors and rejected file submissions
Avoid fines

Roles:

Payroll Manager

Additional Content

Please refer to the End of Year Payroll Guide for additional information

Location:

Finance & Accounting > Setup > Organization Units > Organizational Units
Payroll > Employees > Employee Payroll Information
Payroll > Setup > Taxes > State Tax Information
Payroll > Setup > Tax > Local Taxing Authorities
Payroll > Year End Reporting > W-2 Submitter Information