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News You Can Use For W2 Printing

New for 2022? The ability for a district to create their own W2 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 pdf file that contains all pertinent data required for printing.  W2 mailable forms contain 4 copies of the employees W2.  It will also allow for page overflow printing for Box 12, locality and state overflow.  Mailable Forms are NOT in Medicare/Non-Medicare order (just the sort order selected in the input screen). 

You can go to Reports>W2 Report and Submission>W2 Printing tab:

Save and Recall option , allows the users to create and save certain reports  for different report runs for each report option.  The Default option is the original SSDT report and the Most Recent is the last report that was ran by the user.  If the report is no longer needed, click on to delete the report.  The Default reports cannot be deleted. 

Report Title - Default is W2 Report, but can be modified.

Federal ID Number - Defaulted to district's Federal ID Number.                                    

State ID Number - Defaulted to district's State ID Number.

Kind of Employer - Available choices from the drop-down box *REQUIRED*

  • F,  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 *REQUIRED*

  • Employee SSN
  • Employee Name
  • Building/Department and Employee Name
  • Building/Department, Pay Group and Employee Name
  • Pay Group
  • Zip Code and Employee SSN
  • Zip Code and Employee Name
  • Check Distribution and Employee Name

Report for Year - Select reporting year from available choices from the drop-down box  *REQUIRED*

Employer Name - This field can be left blank as this data will pull from the Company Name field on the System/Configuration/W2 Configuration record

Employer Address first line - This field can be left blank as this data will pull from the Company Location Address field on the System/Configuration/W2 Configuration record

Employer Address second line - This field can be left blank as this data will pull from the Company Delivery Address field on the System/Configuration/W2 Configuration record

Employer City - This field can be left blank as this data will pull from the Company City field on the System/Configuration/W2 Configuration record

Employer State - This field can be left blank as this data will pull from the Company State field on the System/Configuration/W2 Configuration record

Employer Zip Code - This field can be left blank as this data will pull from the Company Zip Code field on the System/Configuration/W2 Configuration record

Check if wanting to see Building/Department Code print on the employee's W2:

Check  to include Fringe Benefits if there is any.

Additional payroll item(s) can be provided to your employees using the box labeled 'Other' on the W2 forms.  Entering the payroll item(s) will cause the year-to-date amount to print on the forms.   From the drop down box option, select the Payroll Item(s) or type in the payroll item code, click on the code and then click on :

Select Payroll Items to print in box 14 (maximum of 3 selected will print in box 14, leave empty to not include specific payroll items in box 14)

Select Individual Employees?  (Leave empty to select all Employees)

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. 













and 1099s (Amanda)




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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