W2 Report - Submission radio button should have a format option for the Summary reports

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Andrea Boehm February 18, 2025 at 3:55 PM

Added to documentation

W2 Report and Submission - USPS Documentation - SSDT Confluence Wiki

W2 Report and Submission - USPS Documentation - SSDT Confluence Wiki

Format for Summary Reports -The value of Format for Summary Reports will remain same when you change the Output Type to Report or Submission.  Only pertains to the File Summary Reports.

  • PDF (download)

  • Comma Separated Values

  • Plain Text

andrea

Marc Davis February 7, 2025 at 9:04 PM

Testing successful.

Trupti Upadhyay February 4, 2025 at 8:17 PM

Testing :

Link to test the feature: https://uspsr-7169-meta-dayfm-usps.ssdt-ohio.org

  1. Go to Reports - > W2 Reports - > W2 Report and Submission

  2. Select Output Type = Reports and set Format = Plain Text or any given options.

  3. Change the Output Type = Submission.

  4. Check if “Format For Summary Reports” is visible with the same selected value of Format as we did in step 2 for Output Type = Report.

  5. Change the “Format For Summary Reports” value for Output Type = Submission and check if the selected value remains same for Output Type = Report.

  6. Generate all Summary Reports for Output Type = Submission with various “Format For Summary Reports” options to verify if the reports are generated in same format that is selected for it.

 

Expected Result :

  • New “Format For Summary Reports” option should be visible for Output Type = Submission.

  • The value of Format For Summary Reports should remain same when we change Output Type to Report or Submission.

  • The “Format For Summary Reports” should be applicable only for Summary Reports.

  • All Submission File Reports should be generated as fix format file. They do not use the Format For Summary Reports options to generate the report.

  • For Output Type = Forms and XML, “Format For Summary Reports” should not be visible.

Fixed

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QA Reviewers

Marc Davis

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Priority

Better PDF Exporter

Created January 10, 2025 at 12:58 PM
Updated February 18, 2025 at 3:55 PM
Resolved February 7, 2025 at 9:04 PM