Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Manage CTS W-2 File Data Screen

Use the fields and options to configure the Manage CTS W-2 File Data screen.

W-2 Settings

Field Description
Federal Tax ID

Enter, or click to select, the federal tax identification for the company for which you are creating the W-2 file. The company must have a federal tax ID, and must exist in the Configure Company Information screen.

Set up this information for a federal tax ID if any of the following apply:

  • You submitted a Form 941 or 943 to the IRS, or W-2 data to the Social Security Administration, and used an EIN different from the specified Federal Tax ID, or
  • You are a print service customer, or
  • The specified federal tax ID is assigned to a terminated business.

File Data

Field Description
Terminated Business

Select this check box if the company associated with the specified Federal Tax ID terminated their business during the tax year.

Former EIN

Enter the former Employer Identification Number (EIN) for the tax year (that is, the non-current EIN) if you submitted a Form 941 or 943 to the IRS, or W-2 data to the Social Security Administration, and used an EIN different from the specified Federal Tax ID.

Secondary Company Name

Enter the secondary company name that is used on the W-2s printed by CTS.