Costpoint Online Help

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Contents of the Create Federal W-2 File Screen

Use the fields and options to configure the Create Federal W-2 File screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Taxable Entity

Field Description
Option

This field always displays One.

In the field to the right, enter the ID for the taxable entity for which you are reporting, or click to select the ID.

Payroll Year

Field Description
Option

This field always displays One.

In the field to the right, enter the four-digit payroll year for which you are reporting.

Sort By

Field Description
1st Sort

Currently, the only sort available is Employee Name.

Options

Field Description
File Name

Enter the magnetic media file name.

File Location

Enter the location of the file you are creating. There are two ways to do this:

  • In the File Location field, enter, or click to select, the alternate file location where you want to store the export file. Alternate file locations are set up on the Manage Alternate File Locations screen.
  • Leave the File Location field blank. When you execute this application, the export file is saved to the Costpoint database. Use the Export Files application to retrieve it and save it to a location on the network.
Overwrite File

If a file with the same name as the one you are creating already exists in the file location, select this check box to overwrite it.

File Data

Field Description
Former EIN

If you used another EIN this payroll year, enter the former federal EIN reported this payroll year. This is an optional field. (This normally applies only if your company merged with or was bought out by another company.)

User ID

Enter the user ID assigned by the SSA to the employee who is authorized to submit this file.

WFID Resub

If this file is being resubmitted, enter the Wage File Identifier (WFID) from the notice sent to you by the Social Security Administration.

Terminating Business

Select this check box if the business terminated during this tax year.

Print/Create Federal Tax File

Click to print the report and create the file.