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W2C Merge contain three options:

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Click ‘Edit' Item to edit a record. Only fields that are allowed to be edited will be displayed. From the Eidt Item screen, you can also 'Delete’ the record. This will remove that district’s file from the grid.

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The W2 Correction Merge option combines all districts files (currently stored in the 'W2 Correction District Entry' grid), for the submission file type and year specified, into one appended file.

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  • Reporting Year - Defaults to the current year.

  • Preparer Code - Defaults to Self-Prepared.

    • Account Firm

    • Self-Prepared

    • Service Bureau

    • Parent Company

    • Other

  • Federal ID Number - Defaults to value the entered in Organization>Federal EIN.

  • Additional Federal ID Number - Enter an additional Federal EIN number if applicable.

  • Submitter User ID - Unique ID assigned when registering with the Social Security Administration - Business Services On-line (SSA-BSO).

    • You’re existing BSO User ID and password is no longer used to access BSO employer services. You must use a Social Security online account, Login.gov, or http://ID.me credential to gain access to the BSO application. For more information, click here.  All submitters must obtain a BSO User Identification (ID) through our registration process (see Section 5) and must enter that BSO User ID in the RA (Submitter) Record.

  • Resubmission? - Check the checkbox if the file being merged is due to needing to resubmit.

    • Wage File Identifier - Enter the wage file identifier provided in the notification.

  • Employer Information - Defaults to the information entered in Organization.  Click > to open the section and verify all information is accurate.

  • Contact Information - Defaults to the information entered in Organization.  Click > to open the section and verify all information is accurate.

  • A ‘Note’ can be entered for future reference.

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The ‘W2 Correction Merge Results’ option includes all merged (appended) files for the districts selected in the 'W2 Correction Merge' option.  The grid includes the type of merged file, the calendar year of the merged file, if the file was merged as a resubmission file, the username of who generated the merged file, the date of the merged file creation, and the total number of districts included in the merged file.

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  • If you would prefer to download the merge data into a spreadsheet, you can click on the 'Extract Results'

    image-20240119-181548.png
  • If you need to delete the merged file, you can click on Delete.

    image-20240119-181716.png
  • To download the merged the file in the required file format, click on ‘Down-arrow’.  This file can be used to submit to the various reporting entities. 

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