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Administrator Guide
Last Updated: 2023-06-23
Generate and Print Year-End Tax Correction Forms (USA)

Generate and Print Year-End Tax Correction Forms (USA)

  • Use the relevant task to tell Workday how to sort and organize the forms into separate batch files:
    • Maintain W-2 Sorting Setup
    • Maintain US Territory Year End Form Sorting Setup
  • If necessary, adjust the top and left print alignment settings for the year-end form on the
    Edit Tenant Setup - Payroll
     task (applies only to U.S. states).
  • Security: These domains in the USA Payroll functional area:
    • Process: Tax Filing / W-2s (Reports) - USA
    • Process: US Territory Year End Forms (Reports)
    • Reports: Pay Calculation Results for Worker (Tax Filing/W-2s) - USA
    • Reports: Pay Calculation Results for Worker (US Territory Year End Forms)
You can generate PDF forms for printing after creating corrections for year-end tax data.
  1. Access the relevant task:
    • Create W-2C Forms
    • Create US Territory Year End Forms
       for the
      Correction
       type.
    Option Description
    Companies
    If you don't select a company, Workday generates forms for all workers with correction data in the selected tax year.
    Worker
    You can select workers whose date and time-stamped wage and tax data includes changes or corrections made since the creation of their year-end tax reporting form.
  2. Click
    Refresh
     to view the status of the PDF generation process. When the process is complete, open the PDF files at the bottom of the page.
Workday prints the front image of the year-end form only.
Use condensed 4up (quadrant) form stock with a pre-printed back. Workday doesn’t support the use of any other form stock. Workday recommends you use the Greatland® 4upperfi05 form stock (applies to U.S. states only).
If the forms are error-free:
  • Print the PDFs and distribute them to employees.
  • Publish the forms to employee self-service (ESS), when applicable.
If there are errors, use the relevant task to cancel the forms:
  • Cancel W-2C Data
  • Cancel US Territory Year End Form Data
Correct the errors and create the year-end correction data again.