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State Updates

Preparing for Accurate Payroll Records

8/7/14

Author: SuperUser Account/Wednesday, August 6, 2014/Categories: Bulletin News

Preparing for Accurate Payroll Records

You don’t have to wait until the end of the year to begin preparing for accurate W-2 Forms and tax records. Second quarter of 2014 has been closed and ADP Resource stands ready to help you ensure that all of your payroll records are complete and precise.

For 2014 ADP Resource will be providing you with Preview W-2 Forms after the close of each quarter. By reconciling your Wage & Tax Register to your Preview W-2 Forms each quarter you can avoid potential tax penalties and interest.

Unsure what items to check on the Wage and Tax Register? Check out Reviewing the Wage and Tax Register located in My ADP Resource under the FormSource tab click on Year End Processing. This easy-to-use guide defines several steps and guidelines to use when auditing your Wage and Tax Register and helps you determine if any errors need to be corrected.

We also recommend reviewing your Quarterly Tax Verification Letter (QTVL) to ensure the proper spelling of your company name and legal mailing address, tax identification numbers, unemployment tax rates, tax filing responsibility, and taxability of your benefits.

Important Dates for 2014

July 31

2nd Quarter Statement of Deposits and Filings is mailed to you

August 1

2nd Quarter Preview W-2 Forms are processed and available in iReports

August 10

3rd Quarter’s QTVL is sent with the first payroll processed after this date

October 10

3rd Quarter Preview W-2 Forms are processed and available in iReports

November 1

3rd Quarter Statement of Deposits and Filings is mailed to you

November 9

4th Quarter’s QTVL is sent with the first payroll processed after this date

November 13/14

4th Quarter Preview W-2 Forms are processed and available in iReports

December 11/12

4th Quarter Preview W-2 Forms are processed and available in iReports

January 2

4th Quarter Preview W-2 Forms are processed and available in iReports

 

2nd Quarter’s Preview W-2 Forms are now available in iReports. Previewing your W-2 Forms provides a great opportunity to review your employee and company information now instead of waiting until the end of year.

Note: Inaccurate employee information, such as an incorrect Social Security Number, is the top cause of W-2 mistakes and reruns.


To view your Preview W-2 Forms:

· Getting to iReports via My ADP Resource:

1. Select the “Reporting” tab on the top navigation bar of My ADP Resource

2. Select “Internet Reports” located on the left navigation bar

3. Click on “iReports”

· Once in iReports, the most recent reports will display

· Select Preview Quarter Processing

· Select “PRV Employee W-2 Copies”


Alert ADP Resource of any changes to your information immediately!


To aid you in reviewing your Preview W-2 Forms, the guide titled What's in a box for 2014? is posted in FormSource (Year End Processing folder). This guide provides you with an easy to understand summary of the items displayed in each of the boxes of the 2014 W-2 Form.


Items to Reviewing on your Preview W-2 Forms:

  • Validate company information:

¨Company Name¨Legal Mailing Address¨Tax ID Numbers

  • Verify employee information:

¨Name & Address¨Social Security Number¨Tax Filing State

  • Check special taxing features such as deferred compensation, dependent care benefits, cafeteria 125 plan benefits, group term life, taxable fringe benefits, the retirement plan box, health savings accounts, etc.
  • Confirm current company totals based on Preview W-2 processing date
  • Examine any features that appear on a standard W-2 Form
  • Evaluate employees with multiple taxing jurisdictions

If you have any questions, please contact your payroll team at (866) 317-7403 or your Payroll Service Representative.

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