Recreating or regenerating employee W-2 records
Description of Issue
Will Munis allow me to generate W-2 records more than once?
Context
- Munis
- Payroll
- W-2 Wizard
- W-2 and 1099-R Processing
- Create W-2 and 1099-R Records
Cause
Resolution
- Munis will allow the user to generate W-2s an infinite number of times.
- When generating W-2s, this does delete all existing W-2 records for the year and replaces them with the new generated records, so if any manual adjustments were made to any W-2 records, the adjustments will be lost and will need to be redone.
Within the Wizard:
- Go back to the Create step.
- Click Create W-2 Records.
- Record Replacement prompt will display asking, W-2 Records exist for 20XX, do you with so replace these records? Click Yes
Within the Create W-2 and 1099-R program:
- Go to Create W-2 and 1099-R Records (Payroll>W-2 and 1099-R Processing>CreateW-2 and 1099-R Records)
- Click Define. Enter the year. Click Accept.
- Click Define. All fields should be saved from the original create, but verify the define looks correct. Click Accept.
- Record Replacement prompt will display asking, W-2 Records exist for 20XX, do you with so replace these records? Click Yes
Additional Information