The W2 Report module creates a report used for reporting W2 wage information at calendar year end.
...
To set up your district for W2 submission on their own, go to System/W2 Configuration and enter in the highlighted data that is needed for submission. If Submitter Name and Address is different then the than the Contact Information, leave the box 
unchecked and enter the Submitter's Information. Otherwise, the Company Information will automatically fill in:
...
Option to NOT allow districts to submit Own W2 Files
Option to allow districts to submit Own W2 Files
| Info |
|---|
IF YOU NEED TO BEGIN JANUARY PAYROLL PROCESSING BEFORE COMPLETING W2 PROCESSING, Leave December reporting period Open and create your January reporting period through Core/Posting Period and make that Current. |
...
W2 Report Options
Output Type -
- Report - will be sorted in Medicare/Non-Medicare order, than sorted then sorted by sort order selected in the input screen.
- Submission (Creates submission file as a .txt) - will be sorted in Medicare/Non-Medicare order, than sorted then sorted by sort order selected in the input screen.
- Forms - NOT in Medicare/Non-Medicare order (just the sort order selected in the input screen).
- XML - NOT in Medicare/Non-Medicare order (just the sort order selected in the input screen).
...
Report Title - Default is W2 Report , but can be modified.
Federal ID Number - Defaulted to district's Federal ID Number.
...
Kind of Employer - Available choices from the drop-down box:
- F, Federal Federal Government
- S, State and Local Governmental Employer (non 501c)
- T, Tax Exempt Employer
- Y, State and Local Tax-Exempt Employer (501c)
- N, None apply.
Sort Options - Available choices from the drop-down box:
...
For More information on CCA setup, please click here.
Example of RITA W2 Submission File for districts to submit - W2MSTRITA.txt
For more information on RITA setup, please click here.
For employees that worked or lived in at least one RITA municipality, employers are required to report for each employee every municipality for which tax was withheld or should have been withheld.
...
- The Medicare gross wages amount is incorrect or the FICA (Social Security) gross wages amount is incorrect. Please update the gross amount using CORE/ADJUSTMENTS/TOTAL GROSS that has the incorrect amount. This error should be corrected before creating a submission file. The Social Security Administration will contact the district if this error is not fixed.
- The Medicare gross wages amount is incorrect or the FICA (Social Security) gross wages amount is incorrect. Please update the gross amount using CORE/ADJUSTMENTS/TOTAL GROSS that has the incorrect amount. This error should be corrected before creating a submission file. The Social Security Administration will contact the district if this error is not fixed.
Error This employee has FICA wages without any Medicare wages
...
- The W2 Processing program verifies that the annuity (generally in the 500-599 payroll items code range) payroll item amount equals the calculated annuity amount. The calculated amount is determined by taking the total gross and subtracting the taxable gross. The result is the amount of the annuity that was in effect while the tax was being withheld. If this calculated value differs from the totals on the annuity records, the warning appears.
This warning is often associated with a change that has been made to the taxable gross but no corresponding change was made to the total gross or vice versa. Manual adjustments in CORE/ADJUSTMENTS option to the annuity amounts may also cause this warning. Run the Audit Trail report to attempt to isolate these situations.
If an annuity was in effect for only part of the year, this warning may appear and can be ignored.- Using Core/Adjustment, enter an adjustment to the Total Gross to Federal, State, City (if they honored the annuity initially) OSDI and Medicare
- The W2 Processing program verifies that the annuity (generally in the 500-599 payroll items code range) payroll item amount equals the calculated annuity amount. The calculated amount is determined by taking the total gross and subtracting the taxable gross. The result is the amount of the annuity that was in effect while the tax was being withheld. If this calculated value differs from the totals on the annuity records, the warning appears.
...
- On the federal tax record, there is a pension plan box flag. This flag is used to indicate if the pension plan box on the W2 should be checked. There are three values for the flag:
- Automatically check the pension plan box per W2 Processing calculations
Yes, check the pension plan box
No, never check the pension plan box
- Automatically check the pension plan box per W2 Processing calculations
- On the federal tax record, there is a pension plan box flag. This flag is used to indicate if the pension plan box on the W2 should be checked. There are three values for the flag:
W2 Report Summary Breakdown
Dependent Care Report: This report is the total of all Payroll Item Configuration>Type equaling Dependent Care and the Annuity Type equaling Section125NonWages.
...
Criteria for employee to be included on W2 Report, submission file, form file, etc...
IF Federal YTD Gross not = 0 OR
Federal YTD Tax withheld not = 0 OR
OSDI Taxable Gross not = 0 OR
Medicare/FICA Taxable Goss amount (employee) not = 0
Then put on report, submission, form file, etc
USPS-R W2 Submission Overview Video
...