W2C Merge contain three options:
W2 Correction District Entry
W2 Correction Merge
W2 Correction Merge Results
W2 Correction District Entry
The W2 Correction District Entry option displays a grid of districts uploaded Federal files for correction. You must have one entry for each district per entity that is being submitted.
If needing to add a new file, select ‘New Item’
Using the drop down, select the District.
Enter the 'Calendar Year' you want to report.
The ‘Processed’ flag determines if the W2C should be included in the merge file. The query looks for all W2C’s for the reporting year that has not been processed.
Upload the file by using one of the following options:
Click the ‘Upload W2 Correction File’ to select the file you want to import. Only the files created from USPS-R>Reports>W2 Corrections>W2C Report and Submission (in the proper file format) will be accepted. Click ‘Save’.
Drag and drop the file in the ‘Drop W2 Correction File here’ area. Click ‘Save’
A ‘Note’ can be entered for future reference.
Click ‘Edit' Item to edit a record. Only fields that are allowed to be edited will be displayed. From the Eidt 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 file and review.
Once you have entered all of your district's files, please proceed to the 'W2 Correction Merge' option.
W2 Correction Merge
The W2 Correction Merge option combines all districts files (currently stored in the 'W2 Correction District Entry' grid), for the submission file type and year specified, into one appended file.
Reporting Year - Defaults to the current year.
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.
Submitter User ID - Unique ID assigned when registering with the Social Security Administration - Business Services On-line (SSA-BSO).
You’re existing BSO User ID and password is no longer used to access BSO employer services. You must use a Social Security online account, Login.gov, or http://ID.me credential to gain access to the BSO application. For more information, click here. All submitters must obtain a BSO User Identification (ID) through our registration process (see Section 5) and must enter that BSO User ID in the RA (Submitter) Record.
Resubmission? - Check the checkbox if the file being merged is due to needing to resubmit.
Wage File Identifier - Enter the wage file identifier provided in the notification.
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.
A ‘Note’ can be entered for future reference.
Click ‘Start W2C Merge’ to merge all files selected into one file. The message 'W2C Merge Job Scheduled Successfully' will appear at the bottom left of the screen when complete. Please proceed to the ' W2 Correction Merge Results' option to review the merged files.
W2 Correction Merge Results
The ‘W2 Correction Merge Results’ option includes all merged (appended) files for the districts selected in the 'W2 Correction Merge' option. The grid includes the type of merged file, the calendar year of the merged file, if the file was merged as a resubmission file, the username of who generated the merged file, the date of the merged file creation, and the total number of districts included in the merged file.
To quickly review the districts included in the merged file, click on ‘Edit’. When you click on ‘Edit’, under 'District Results', you can use the scroll bars to review the districts included in the merged file. It will display:
Employer Name.
Federal EIN.
Number of records in each district.
Original Entry
Correction Entry
A 'Note' can be entered for future reference.
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.
To download the merged the file in the required file format, click on ‘Down-arrow’. This file can be used to submit to the various reporting entities.
