Enter the payroll year to be reported in this required field (for example, 2007). The application  selects W-2 Edit Table records in accordance with the payroll year specified in this field.

Select this option to create a live file (rather than a test file). If you select this radio button, columns 443-445 of the RA record will be populated with "LIV," indicating to CTS that the file is not a test file.

Select this option to create a test file. If you select this radio button, columns 443-445 of the RA record will be populated with "TST," indicating to CTS that the file is a test file.

Enter the ID assigned to the employee who is authorized to submit the file in this required field.

When a W-2 file must be resubmitted to the Social Security Administration (SSA), a notice is sent to the employer. In this field, enter the WFID value that displays on the notice sent by the SSA. You can enter up to six alphanumeric characters.

If you are reporting combined New Jersey Unemployment Insurance, Health Care Subsidy, and Workforce Development Program to be withheld, select the line in which the value should appear in box 14 of the W-2. Select one of the following options from this drop-down list:

• Box 14, Line 1
• Box 14, Line 2
• Box 14, Line 3
• Local Taxes
• Not Applicable

Select this check box if the W-2s are being reissued. This check box is enabled if you select the W-2 Print Customer check box.

Enter, or click to select, the ID of the company that will receive notification from the Social Security Administration regarding data processing problems. This company must exist on the Configure Company Information screen in Costpoint General Ledger, and must be saved on the Manage CTS W-2 File Data screen.

Use this drop-down box to select the value that best describes who prepared the magnetic media file. This field is required. Select one of the following system-defined values:

• Self-Prepared
• Accounting Firm
• Service Bureau 
• Parent Company
• Other

Enter name of the person who will receive notification from the Social Security Administration regarding data processing problems. You can enter up to 27 alphanumeric characters in this required field.

Enter the contact's phone number, including area code, in this field. You can enter up to 15 alphanumeric characters in this required field.

Enter the contact's phone number extension, if applicable, in this field. You can enter up to five alphanumeric characters.

Enter the contact's email/internet address or URL in this field. This field is required if the Notification Method is E-mail/Internet. Otherwise, this field is optional.

Select the preferred method of notification that the Social Security Administration should use when encountering data processing problems.

• Postal Service: If you select this option, the address that is assigned to the company ID (in the Set Up Company Info screen in Costpoint General Ledger) will be used as the preferred method of notification.
• E-mail/Internet: If you select this option, the e-mail/internet address or URL that you entered in the E-mail field will be used as the preferred method of notification.

Select this check box if you are a SeeMyW2 customer of CTS, whereby employees are able to view their W-2s on a CTS website.

Select this check box if you are a W-2 Print customer of CTS. If you select this check box, you must assign a Secondary Company Name to all reported tax IDs on the Manage CTS W-2 File Data screen. Selecting this check box enables the Reissued W-2 check box and fields 1 through 5 in the W-2 Print Customer Alternate Sorts group box.

The fields 1 through 5 in this group box are enabled if you select the W-2 Print Customer checkbox. Enter up to five alphanumeric characters in Fields 1 through 4 as alternate sort keys for the W-2s that CTS prints and ships back to you. Enter up to 10 alphanumeric characters as an alternate W-2 sort key in Field 5.

Enter, or click to select, the directory where the CTS W-2 file will be created. The location that you specify must exist on the Manage Alternate File Locations screen.

Enter the file name of the CTS tax file that will be created and sent to CTS.

Select this check box to overwrite files with the same name that exist in the file location that you specified.

Important information for creation of the file:

• The CTS W-2 File will contain all W-2 records for the selected payroll year. Multiple companies can be represented within one file.
• We recommend the use of .TXT and .CSV file-naming conventions.