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W2 related updates for CY2023 - Michelle
- 6448 - W2 Overflow Forms - don't show unnecessary data
- improvement 6452 - evaluated all Box 12 items in order to set any negative value to zero
- bug 6459 - Fixed CCA RS Record: Non-Ohio records should includes blanks for account number
- SSN can be truncated on W2s
Vendor Adjustments for CYE - Michelle
- Explain how to adjust vendor YTD amounts manually or via Vendor Adjustment spreadsheet- Michelle
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Let's get the word out on the benefits of using Account Filters in USAS and how to best apply them in reports! For starters, SSDT recently recorded a training session with ITCs reviewing how to create account filters via the Utilities menu, assigning an account filter to a user and provided several scenarios on how to use existing filters to filter information when generating a template or canned USAS report! It's that easy!
During CY2022, SSDT released a YTD Report which provides year-to-date totals and a benefit statement for all employees, pay groups, or individual employees. For more information on what
Just a reminder that districts can generate their own W2 and 1099 print files via USAS & USPS for CY2023. Your ITC will provide more details at your upcoming CYE review but we thought we would link the feature article from our November 2022 newsletter that explains the W2 and 1099 printing in more detail. 
W2 and 1099 submissions
If this is your FIRST year to submit 1099 and W2 information on your own, you need to obtain the appropriate accounts for submission. Districts must obtain a Transmitter Control Code (TCC) in order to submit 1099 data to the IRS Fire System and register for a Business Service Online (BSO) account in order to submit their W2 data to SSA. These accounts may take some time to obtain so if you haven't done so already, please begin the process ASAP. (NOTE: Publication 1220 recommends submitting an IR Application for TCC by November 1st of the year before information return(s) to allow 45 days for processing. IR Application for TCC received after November 1st may not be processed in time to meet your electronic filing needs.
W2: Please refer to the Business Services Online page on the SSA website to register for a BSO account. The 'Employer Information' link includes information on BSO Registration. NOTE: For new and returning users, BSO Registration has changed so please review the 'Alert' area noted in the Employer Information' link for further details.
1099: Please see the FIRE System Update on the IRS website for details on applying for a TCC code. You must obtain a TCC before you can establish a FIRE Account to transmit files through the FIRE Systems (Production and Test).
- IRS FIRE System TEST File – First time electronic filers are required to submit a test file before very 1st submission under the Combined Federal/State reporting program
- More information on Test Files and Combined Federal/State reporting: https://www.irs.gov/taxtopics/tc804
- More information on FIRE Test System Availability: https://www.irs.gov/e-file-providers/filing-information-returns-electronically-fire
- Approval letter/email from IRS – must receive this approval before submitting actual file with state records.
Filing Dates for 1099s
Page 29 of Publication 1220 provides step-by-step instructions on how to connect to both FIRE systems (Production or Test).
Topic #4 - USPS adding a memo line to dd. If using a custom form, it will need to be updated - ?