W2 Parameters Page
Use this page to enter basic employer information to accompany your W2 data. It also allows you to provide contact information for the file you submit to the IRS. If needed, you may change the page's information at any point prior to generating your W2 forms and submitting your data.
Menu Path: Human Resources > Periodic Routines > Year End > W2 Processing > click Set Up W2 Parameters
Entering employer and contact information
- Select Human Resources > Periodic Routines > Year End > W2 Processing and then click Set Up W2 Parameters.
- Complete the page's fields, as specified in the Fields below.
- Click Next to display the W2 Print Controls page.
Field | Description | ||||||
|---|---|---|---|---|---|---|---|
Tax Year | Tax year for the W2 information being submitted. Required. | ||||||
Employer Name | Name of your organization. Required. | ||||||
| Address Lines 1-2 | Two lines for your organization's address, the first for the street address (required) and the second for additional address information (optional). | ||||||
City | City of your organization's address. Required. | ||||||
State | State of your organization's address. Required. | ||||||
Zip Code | Five-digit zip code of your organization's address. Required. | ||||||
Zip Extension | Four-digit zip code extension. The system inserts the dash at the start of the extension. | ||||||
Phone | Your organization's area code and telephone number, separated by dashes, for example, 9999999999. Required. | ||||||
Federal ID Number | Employer Identification Number (EIN) assigned by the IRS. Use a dash to separate the first two digits, for example, 999999999. Required. Important If you use multiple EIN's, you must file W2 information separately for each. Be sure to enter the appropriate EIN in this field before generating your electronic file. | ||||||
State ID Number | Employer Identification Number assigned by your state. | ||||||
Contact Name | Name of the individual the IRS should contact regarding the W2 information you are submitting. Required. | ||||||
Contact Email | Contact person's email address. Unless otherwise directed, follow the standard format: username@domain.ext, for example, johnsoncarol@municipal.gov or bobriley@school.edu. This field is required if Notify is set to 1-Email, otherwise optional. | ||||||
Notify | Method the IRS should use to contact your organization. The field's selections include:
This value must be set to 1-Email if sending your W2 file to the IRS electronically |