Costpoint Online Help

Contents of the Print W-2 Summary Report Screen

Use the fields and options to configure the Print W-2 Summary Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Taxable Entity

Field Description
Option

This field always displays One.

Start

Enter, or click to select, the taxable entity ID for which you are printing the summary W-2 information. The description of the selected taxable entity displays in the field to the right.

Payroll Year

Field Description
Option

This field always displays One.

Start

Enter the payroll year for which you are printing the summary W-2 information.

Tax Service Group ID

Field Description
Option

This field always displays One.

Start

Enter, or click to select, the tax service group ID that will be included on the report. Use this field to group the W-2 data on the report. The description of the selected tax service group ID displays in the field to the right.

You can create these group IDs in the Tax Service Group ID subtask of the Configure Payroll Tax Interface Settings screen.

This field is enabled if you select Tax Service Group ID as the Tax Service Grouping Method on the Configure Payroll Tax Interface Settings screen.

Options

Field Description
Report Type

Select the type of report that you are processing. Valid options are:

  • W-2 Summary Report: Select this option if you want a report that displays the total amounts for each box of the W-2 form by taxable entity and payroll year. You can access this information on the Manage W-2s screen.
  • W-2c Summary Report: Select this option if you want a report that displays the total amounts for each box of the W-2c form by taxable entity and payroll year. You can access this information on the Manage W-2Cs screen.
Include Voided W-2s

Select this check box to include all voided W-2s for the selected taxable entity and payroll year on the report. If this check box is not selected, W-2s that were voided for the taxable entity and payroll year do not appear on the report.