By examining W-2 information early, you can reduce errors at year-end and avoid some of the year-end rush. In preparation for year-end, the Signature payroll program will automatically provide you with a W-2 Management Report of employee W-2 data. This report is generated one payroll period prior to year-end and again with the last payroll period of the year. The report alerts you to potential problems.
The W-2 Management Report is an excellent audit tool to verify the accuracy of your W-2 information prior to printing the W-2 forms.
The W-2 Management Report can be ordered at any time during the year, giving you a head start on any necessary corrections. Contact the Ceridian Customer Service Center (CSC) to obtain assistance in requesting this report.
Complete the following steps to review your W-2 Management Report in preparation for year-end:
1. Examine your W-2 Management Report.
Review your W-2 Management Report closely for the following:
• Employees who might be assigned to an incorrect company or state
• Employees who will not have W-2 forms generated (inactivated or retired employees)
• Incorrect wage and tax totals
• Invalid or missing Social Security numbers
• Omitted employees
If there are any error messages, they must be corrected before the W-2 forms are printed. Refer to the Ceridian Employer Services Web site on the Internet (http://ces.ceridian.com) or call the CSC for assistance in resolving error messages.
2. Correct any errors detected.
It is critical that all errors are corrected before the reclose deadline for the 4th quarter that is published in your QE Planner. This usually falls on the first Monday after the end of the quarter.