Guide Steps
Preparations
CMIS can now submit W-2s electronically, in order to do that many things have to be set up to accomplish this. The following are summaries of these items.
- In CMIS:
- Employee Contact Infomation
- “Home” address – Navigating to Contacts > General > Contact & Connections under the Address area. Make sure each employee has their home address entered with the Label “Home”. This address should NOT be checked as the primary/default their “Work” address should be checked.
- Hire Date – Navigate to Contacts > Special > Human Resources > Pay History to make sure you have their Date of Hire: filed in.
- SSN – Navigate to Contacts > Special > Tax Info to make sure you have their Social Security # entered correctly.
- Name – Each employee’s first, middle, and last name needs to match exactly how it is written on their Social Security Card.
- Company Information
- Tax ID Number – Navigate to Setups > Companies > Accounting > Setup & Processes > Identification Numbers and make sure all your tax identification numbers are correctly filled out.
- Government Contact Information – Navigate to Setups > Companies > Payroll > Setup > Governmental and make sure you have all the information filled in. This is the contact information for the SSA to reach out to if there are any issues with the W-2 filing.
- Employee Contact Infomation
1
Initial Import of Payroll Records
- Navigate to Setups > Government > W-2 Reporting > List View.
- Click the Actions button and select Import Payroll Records.
- In the Message dialog box click Yes to continue this process.
2
Review and Validate the information
- Go to W-2 Detail View by clicking the left-most Arrow (triangle) if you were in list view.
- Click on the Setup tab and review the following:
- Box 12 codes (should match your Benefit and Deductions setup
- Wage Plan Code
- Click the Replace Setup Values for Found Set when everything looks correct.
- From Actions, select Check SSN for Valid Format.
3
Fill in Dollar Values
- From Actions select Set Payroll Values for W-2.
- Confirm the Reporting Date by clicking Continue.
- In the Message dialog box click on All.
4
Print W-2s
- From Print, select the W-2s that you need.
- Follow the normal print processes for each.
5