Paper W-2c Reporting

With Oracle Payroll, you can print a single W-2c or a range of W-2c's. Sort options give you further flexibility in W-2c distribution. The application supports the W-2c for printing in accordance with the Evergreen pre-printed laser forms 5313 through 5316.

You can also run the Employee W-2c PDF Process that enables you to print employee W-2c copies in PDF format that can be printed on blank forms or paper. See: Running the Employee W-2c PDF Process

Oracle Payroll also includes a W-2c Audit Report in the Request Set with the W-2c Report. The audit report contains all information related to the W-2c(s) that you select. You open this comma-delimited report (.CSV) for easy searching (you can use this audit report to help you with the preparation of Form W-3c). The W-2c Audit Report only runs if the W-2c report completes successfully.

Note: Prior to running the Employee W-2c Report, you must have completed the W-2c Pre-Process for the affected employees (or assignment set). Running the W-2c report locks the W-2c Pre-Process so you cannot retry employees until you roll back the report (with one exception noted below). You also cannot retry the W-2c Report. You must roll it back to rerun it.

Paper W-2c Report Parameters

The following parameters exist for the W-2c report:

Reporting Year (required)

Tax year of the W-2c Reports you are printing. This parameter defaults to the prior year. The List of Values(LOV) displays four tax years from the datetrack date. For example, if you datetrack to a date in 2007, the LOV displays 2007, 2006, 2005 and 2004. You cannot select a year prior to 2001.

GRE Archived by Year End Pre-Process (required)

GRE's processed by the W-2c Pre-Process

Print Options (required)

Defaults to only unprinted W-2c's. To print all W-2c's for the selected employee(s) (including those that were previously printed), select the Reprint All W-2c's option.

Note: Selecting the Reprint All W-2cs option does not lock the W-2c Pre-Process.

Corrected W-2c (required)

Defaults to No. The first W-2c you issue, you do not print a "c" next to the W-2 in Box A. For all subsequent W-2c's for that employee, you print the "c". Choose No to not print the "c"; choose Yes to print the "c".

Note: If you are printing W-2c's where you have initial corrections as well as subsequent corrections, process the report twice so that you can choose the appropriate print instruction.

Selection Criteria (optional)

Specific employee or assignment set.

Employee Name (optional)

If you selected Employee Name in the Selection Criteria field, choose an employee from the list. The list shows those employees archived by the W-2c Pre-Process.

Social Security Number (optional)

If you selected Social Security Number in the Selection Criteria field, choose an employee's Social Security Number from the list. The list shows those SSNs archived by the W-2c Pre-Process.

Assignment Set (optional)

If you selected an assignment set, select a set from the list. Only employees in the selected GRE appear on the report.

Note: This report does not support dynamic assignment sets.

Sort Options for the W-2c

You can sort W-2c print jobs by one or more of the following options:

Organization

From archived data.

Location

From archived data.

Employee Name (last, middle, first)

From archived data (this is the default selection).

Social Security Number

From archived data.

Termination Reason

From archived data.

Zip Code

Use the Zip Code of the employee's primary address as of the session date (or as of termination date for terminated employees).

Generating a W-2c for an Individual

You may be required to generate a W-2c for an individual employee at any time. Using the Selection Criterion field in the Parameters Window, you can generate a single W-2c by selecting the employee's name or Social Security number. You can also specify an assignment set and generate a W-2c only for those employees in that set.

Note: This report does not support dynamic assignment sets.