- Users can use the Wizard programs to process W-2s or 1099-Rs after installing the year end updates for the current year
- Using the Wizard is optional. Users can generate and process W-2s and 1099-Rs using the Wizard programs, and/or the individual programs that are listed under Human Capital Management > Payroll > W-2 and 1099-R Processing. The programs are as follows:
- Create W-2 and 1099-R Records
- Employee W-2 and 1099-R
- W-2 and 1099-R Register
- Form Definitions
- W-2 Forms Print
- 1099-R Forms Print
- Create Electronic File
- Accumulator Gross Verify
- Users can go back and forth between the Wizard and the individual programs regardless of which program was used the generate the W-2s and 1099-Rs. For instance:
- If need to reprint a W-2 form, can use the W-2 Forms Print program even if the records were generated in the Wizard
- If need to review or update an employee's W-2 or 1099-R, can use the Employe W-2 and 1099-R program even if the records were generated in the Wizard
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