Session 9F W2 Prep and Processing
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1 Session 9F W2 Prep and Processing Presenter: Jerry Tomes (270)
2 Overview We will be looking at three test you can run that will validate W2 data and identify any possible errors before you print the W2s. 1. Federal to State Gross Validation 2. Accumulator Gross Verify 3. Gross to Withholding Verification
3 Federal to State Gross Validation Test 1 Human Resources/Payroll >> Payroll >> End of Period >> State Specific >> South >> Kentucky >> Federal to State Gross Validation This test will compare whatever is currently in the Federal Gross accumulators to whatever is in the State Gross Accumulators for the same times frame.
4 Federal to State Gross Validation
5 Federal to State Gross Validation Define your validation criteria The Year (Calendar or Fiscal) To Test The Frequency (MQYF) The Cycles To Verify Execute
6 Federal to State Gross Validation
7 Federal to State Gross Validation
8 Federal to State Gross Validation Remember this is only showing employees who's Federal and State Gross does not match. It does not fix the error, that s left up to you to determine if they are wrong and to correct the data in the accumulators. Questions?
9 Accumulators Gross Verify Test 2 Human Resources/Payroll >> Payroll >> End of Period >> W2 & 1099 Processing >> Accumulator Gross Verify This test will recalculate certain deductions, determined by your selection criteria. And will utilize the current exceptions to calculate the Gross.
10 Accumulators Gross Verify
11 Accumulators Gross Verify Define enter your selection criteria to test (recalculate). 1. Enter the year to verify. 2. The bases (or the frequency Monthly or Yearly) to verify. 3. Select the Months to verify.
12 Accumulators Gross Verify 4. Enter the Deduction Ranges to perform the recalculations on. Remember it is going to perform the recalculation on the Gross Amount. My suggestions are: 1000 to 1199 FICA and Medicare 3000 to 5999 Employment Taxes 7000 to 7999 Retirements None of the other deductions matter as far as the W2s are concerned.
13 Accumulators Gross Verify Just as in the Federal to State Test. When you select the Execute button you may receive this warning. It s asking you if its ok to delete the records from the last time you Executed this test. Select Yes and move on.
14 Accumulators Gross Verify Once the number of records processed is displayed, select the Ok Button. Then do a Find to get all the error records
15 Accumulators Gross Verify You can move through the records one at a time with the left or right arrows or select the browse option to get all the records in a list format.
16 Accumulators Gross Verify
17 Accumulators Gross Verify How does it calculate these amounts? MUNIS performs these calculations the same way you would perform them. Remember it uses the Exceptions Table at the time of the test and the current Deduction Percents/Amounts. If something changed during the Calendar Year, such as Retirement, you will need to run the test for the months at the old rate, and for the remainder of the months at the new rate. Questions?
18 Gross To Withholding Verification Test 3 Human Resources/Payroll >> Payroll >> End of Period >> State Specific >> South >> Kentucky >> Gross To Withholding Verification This test will simply calculate what should have been withheld vs what was withheld. Or simple put, it starts with the Deduction Gross (that we verified in test 2) and multiplies it by the Deduction Amt/Pct.
19 Gross To Withholding Verification continued
20 Gross To Withholding Verification continued 1. Enter the Calendar Year. 2. Verify Frequency will be a Y for this test. 3. Verify Cycles 0 to 0.
21 Gross To Withholding Verification continued 4. Enter the Deduction Ranges to perform the recalculations on. Remember it is going to perform the recalculation on the Withheld Amount. My suggestions are: 1000 to 1199 FICA and Medicare 5000 to 5999 Employment Taxes 7000 to 7999 Retirements Federal or State deductions are not defined since they use a table to determine their amounts.
22 Gross To Withholding Verification continued To start the test, press the Execute Button.
23 Gross To Withholding Verification continued Once the execution of the test has completed, exit the screen. Then do a Find to get all the records with error. You can move through the records one at a time with the left or right arrows or select the browse option to get all the records in a list format.
24 Gross To Withholding Verification continued
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