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Use the Verify W-2s screen to specify whether or not employee W-2 information has been verified, either on a client basis or on an employee by employee basis, prior to processing W-2 forms for client.

Choose Actions > Verify W-2s.

Note that once you have verified clients or employees for a given W-2 processing year, taking any of the following actions (that affect that processing year) for a verified employee or client will cause the application to unverify the information again.

• Adding a payroll check
• Editing a payroll check
• Deleting a payroll check
• Voiding a payroll check
• Reversing a payroll check
• Adjusting taxable wages (either at the check level or at the employee level)
• Changing the tax treatment of a payroll item (at the client level, employee level, or payroll item setup level).

See also:

W-2 form setup and processing

Filtering in the Process Payroll Tax Forms screen

Fields & buttons

Year. Select the processing year for the W-2 information you want to verify.

Filtering fields. Use the filtering fields to limit the number of clients displayed in the Client Selection grid. For more information about filtering field used in the application, see Searching and filtering data.

Include previously verified W-2s. By default, clients and employees whose W-2 information has already been verified in this screen are removed from the Client Selection grid. If you want to display verified clients and employees, mark this checkbox. They will display in the grid and the verification date displays in the Date Verified column of the grid.

Client Selection grid. Click the plus signs next to each client in the grid to expand the grid and view both client and employee information.

• Client information. The grid contains the following client information.
  • Client ID
  • Client Name
  • Date Verified
  • Employee Selected
• Employee information. The grid contains the following employee information.
  • Employee ID
  • Employee Name
  • SSN
  • Date Verified

Total Clients Selected. Displays the number of clients currently selected for verifying W-2 data.

Unverify Selected button. When verified clients or employees are selected in the grid, you can click this button to specify them as Unverified again and to clear the Date Verified field for those records. During W-2 processing, you will be able to filter for Not Verified clients in the Actions > Process Payroll Tax Forms screen. 

Verify Selected button. When clients or employees are selected in the grid, you can click this button to specify them as Verified and to populate the Date Verified fields on the selected clients or employees with the current (system) date. During W-2 processing, you will then be able to filter for Verified clients in the Actions > Process Payroll Tax Forms screen.

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