W2 Merge contain three options:
- W2 District Entry
- W2 Merge
- W2 Merge Results
W2 District Entry
- Displays a grid of districts uploaded Federal, Ohio, Indiana, Kentucky, Michigan, Pennsylvania, West Virginia, RITA, or CCA files. You must have one entry for each district per entity that is being submitted.
- If needing to add a new file, select
.
- Using the drop down, select the District.
- Using the drop down, select the Submission Type you want to upload.
- Federal
- Ohio
- Indiana
- Kentucky
- Michigan
- Pennsylvania
- West Virginia
- RITA
- CCA
- Enter the Calendar Year you want to report.
- Upload the file by:
- Using the
to select the file you want to import. Only the files created from USPS-R>Reports>W2 Report and Submission menu (in the proper file format) will be accepted. - Drag and drop the file in the 'Drop W2 File here'
area.
- Using the
- Click
.
- Click Edit Item
to edit a record. Only fields that are allowed to be edited will be displayed. From the Edit Item screen, you can also Delete the record. This will remove that district's file from the grid.
- Click Download
if you want to download the the file and review.
- Once you have entered all of your districts files, please proceed to the 'W2 Merge' option.
W2 Merge
Merges all districts files (currently stored in the 'W2 District Entry' grid), for the year specified, into one appended file.
- Year - Defaults to the current year.
- Submission Type - Select the type of submission wanted to be merged from the dropdown.
- Federal
- Ohio
- Indiana
- Kentucky
- Michigan
- Pennsylvania
- West Virginia
- RITA
- CCA
- 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.
- State ID Number - Enter the appropriate State ID Number.
- Submitter User ID - Enter the assigned Submitter ID.
- Resubmission? - Check the checkbox if the file being merged is due to needing to resubmit.
- Wage File Identifier - Enter the wage file identifier.
- 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.
Click to merge all files selected into one file. The message 'W2 Merge Job Scheduled Successfully' will appear at the bottom left of the screen when complete. Please proceed to the ' W2 Merge Results' option to review the merged files.
W2 Merge Results
Includes the merged (appended) files for the districts selected in the 'W2 Merge' step.
The total number of districts included in each merged file is included on the 'Total Districts' column on the grid. To quickly review the districts included in the merged file, click on Edit 
.
To download the merged the file in the required file format, click on 
. This file can be used to submit to the various reporting entities.
When you click on , under 'District Results', you can use the scroll bars to review the districts included in the merged file. It will display:
- District Name.
- Number of records in each district.
- Total wages in each district.
- Total Federal Tax for each district.
- Total FICA Wages for each district.
- Total Medicare Wages for each district.
- Total Medicare Tax for each district.
- Total Dependent Benefits for each district.
If you would prefer to download the merge data into a spreadsheet, you can click on the 'Extract Results'.
If you need to delete the merged file, you can click on Delete.
