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News You Can Use For W2 & 1099 Printing

New for 2022? The ability for a district to create their own W2 and 1099 print files.  This must be a mutual decision between the ITC and the district.  Updates have been made that will now allow the user to create their own W2 or 1099 pdf files that contain all pertinent data required for printing. 

More Information on W2s 

In USPS-R, the W2 Wage and Tax Statements forms, are generated through Reports>W2 Report and Submission >W2 Printing option.  This option allows to print a file, containing 4 copies of the employees W2. It will also allow for page overflow printing for Box 12, locality and state overflowMailable Forms are NOT in Medicare/Non-Medicare order (just the sort order selected in the input screen).   The Printer/Sealer copies contain:

Copy CFor Employee's Records
Copy BTo Be Filed With Employee's Federal Tax Return
Copy 2To Be Filed With Employee's State, City or Local 
Copy 2To Be Filed With Employee's State, City or Local

These are formatted to fit 8.5 X 14 Z-Fold forms only.

To print Employer/City copies, districts will use the W2 Report, Forms or XML option, to generate a PDF version of the W2 to retain for your records and to send to Cities.   These will print on a 8.5 x 11 sheet of paper and will print 1 (4 copies) of the employee's W2.  

If the ITC is planning on using Edge/Accountability to print districts W2's, they will still have the ability to generate the XML files as well as in year's past.

More information for W2 Printing.


More Information on 1099s

In USAS-R, the 1099 forms and related files are generated through the Periodic Menu > 1099 Extracts option. This page includes a drop down that allows selection of which types of files to generate. The Reference Copies and Printer/Sealer options have been added to allow creation of print files.

The Reference Copies option will allow generation of PDF versions of the 1099s to retain for your records. These copies are intended for specific purposes, including a copy of the information that is now sent electronically to the State and IRS.

Copy 1For State Tax Department
Copy 2Recipient's State Copy 
Copy A  Internal Revenue Service Center copy 
Copy BFor Recipient - If Copy B is chosen, you also have the ability to truncate the TIN/EIN numbers.
Copy CFor Payer - When Copy C is chosen, you also have the ability to truncate the TIN/EIN numbers

The Printer/Sealer copies contain both Copy 2 and Copy B that are to be provided to 1099 vendors. These are formatted to fit 8 1/2 X 11 Z-Fold forms only. When using this option, if both 1099-MISC and 1099-NEC are selected, the software will produce 2 separate output files for each form type.

More information for 1099 Extracts.

It is HERE, YTD Report!

The YTD Report program provides year-to-date totals and a benefit statement for all employees, pay groups, or individual employees. This report also includes a "total cost to the board" amount for each employee included on the report. This total includes board contributions, board pickup amounts, and the employee's gross wages. The report is often printed one employee per page and distributed to employees at the end of the calendar year.

The report can be run for all employees, pay group, Job Statuses or by individual employee. Several selection and sort options are available. The program prompts you for the applicable calendar year. The report file generated is called YTD Report.pdf. 


Useful links:


Did You Know?

RPTSUM - Lori Nye



Did You Know?

USAS - ?





REDESIGN STATUS

619

Sites Live on Redesign

121

Total Wave 8 Sites

17

Participating ITCs

649

Total Districts Participating


Please view the Current List of Districts & Status to see a comprehensive list of school districts along with their ITC, implementation status and the wave they are scheduled to migrate from Classic to Redesign.

The following terminology is used to determine where in the implementation process the entity is currently at:

  • Implementing: The ITC is running test imports and balancing reports on the entity.  The district and ITC are working to schedule dates to begin dual processing and go live.

  • Paralleling: The entity is inputting all production transactions into both Classic and Redesign.

  • Live: The entity is using Redesign for production processing; no parallel processing is being performed;  Classic is available in 'read-only' mode.


Did You Know?

Mention FIRE system test dates







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