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How to export W-2 Delivery method
How to export W-2 Delivery method
Description of Issue
Is there a way to export out W-2 Delivery information to Excel?
Context
- Munis
- Employee Master
- Employee W-2 and 1099-R
Cause
Resolution
There is no Excel option from Employee Master or Employee Inquiry for W-2 Delivery. There are two options:
Export from Employee Master:
- Go to Employee Master (Payroll>Employee Maintenance>Employee Master)
- Click Search. Click the Payroll tab. Select applicable W-2 Delivery needed (example P-Print Only). Click Accept.
- Click Browse. Click Excel in the toolbar.
- Remove unnecessary columns. Add a column for W-2 Delivery. (Define P-Print Only) for all employees.
- Repeat steps 2-4 if other W-2 Delivery methods are needed.
Use Advanced Find in Employee W-2 program:
- Go to Employee W-2 and 1099-R (Payroll>W-2 and 1099-R Processing>Employee W-2 and 1099-R)
- Click Advanced Find in the toolbar.
- Click Define.
- Under the Table drop down, select Employee Master. Under the Field drop down, select W-2 Delivery.
- Click Add/Remove.
- Click into the Value field and define the W-2 Delivery code you are searching on (Example, P for Print Only)
- Click Accept.
- Click Return back to the Employee W-2 screen.
- Click Accept. All records in the find set are employees with the defined W-2 Delivery value (P-Print Only).
- Repeat steps 2-8 to search on other W-2 Delivery Codes.
Additional Information
, multiple selections available,
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