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This checklist outlines the steps to be taken to close USPS for the calendar year-end in the Redesign.

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NWOCA W2 Printing Deadline

Friday, January 24, 2025

Info

W2 Reprints are $5.00 each plus postage.

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Preliminary Calendar Year-End Closing

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Note

If errors are discovered, check employees that had exception processing during the quarter such as voided checks, error adjustments, or manual changes made through Core/Adjustments. 

The Audit Report (Reports/Audit Report can be useful in identifying these problems.

  • Start Date- Enter a start date you wish to begin your audit from.        

  • End Date- Enter an end date you wish to process the report through.

  • Select Specific Objects, or leave all in Available box to run for all Objects

  • Select Specific Users, or leave all in Available box to run for all Users.

  • Select Operation

    • Added

    • Modified

    • Deleted

    • All

  • Select Sort Option

    • Date

    • Username

  • Click Generate Report

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  • Verify Individual W2s have been copied, after the scheduled job above processes, in the File Archive>W2 Archive.

    • Go to Utilities>File Archive>W2 Archive

      • Filter Description by entering 2024

        • Single click 2024 Tax Year Reports line. 

        • You should see files for individual employees W2s.

  •  ​55.  Run the YTD Report (Optional).

  • Go to Reports>YTD Report

    • Report Title = Defaults to YTD Report.  Can be changed if desired

    • Sort Option = Choose appropriate Sort option

    • Year = Enter appropriate calendar year

    • Include Compensation Information on Report? = Defaults to include Compensation information

    • Include Archived Employees? = Check the checkbox is wanting to include Archived employees

    • Specific Employees = Leave blank

    • Specific Pay Groups = Leave blank

    • Specific Job Statuses = Defaults to Inactive and Active selected

    • Generate Report

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