YTD W2 Preview Update

When:
October 12, 2018 @ 4:00 pm ā€“ 5:00 pm
2018-10-12T16:00:00-04:00
2018-10-12T17:00:00-04:00

2018 W-2 Preview

To help our customers prepare for W-2 season, we are generating YTD W-2 Form data on a bi-weekly basis Oct 12-Nov 30, then every Friday in December for your review. Please Review the W-2 Detail Report under Standard Reports as soon as possible to identify any potential corrections to your YTD 2018 data. Discrepancies requiring adjustments should be sent to the HCM Service Team. NOTE: Change requests for 2018 wages received after December 18, 2018 will result in W2Cā€™s.

Examples of Data to Review

  • If you have requested any new earnings or deductions in 2018, or have special reporting requirements for specific items, please review YTD W-2 information for accurate reporting.
  • Box 12DD will be populated with the total cost of employer sponsored health plan medical dollars, based on what is in the HCM system. Please review Box 12DD to ensure accuracy.
  • Additional Reports are available to begin preparing your data for W-2 season under Business Intelligence > Delivered Reports > Year-End Reports
    • Employees with Exempt or Blocked Taxes
    • Employees Without Active Retirement Plans (Box 13 Indicator)
    • W-2 Consent
  • As an administrator, you will be able to view draft W2ā€™s in employee files. Employees do NOT have access to see these 2018 draft W2s online.
  • A checklist for Quarter and Year End processes is available here: https://na33.salesforce.com/sfc/p/#700000008HTo/a/39000000ACet/4PX4I43tk803knBhUuMMDXxSebv8QanCGZc_dxyyrjE

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