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Enter the Tax Year for which you are creating the file
Enter your Personal ID Number (PIN). This is the number that you received from the Social Security Administration (SSA).
Enter the type of file being created. Original or Resubmitted
Enter the type of employment. This is based on the type of form you file with the IRS to report withholdings. This is usually a R (Regular (all other, form 941).
Enter the kind of employer. This will be N – None Apply.
The Establishment Number is not required – for your tracking.
Enter the company name
The State Tax Code can be left blank (depends on it your state requires separate reporting)
Add all the contact information
Name, Phone number, extension, email, fax.
this is information for who the IRS contacts for questions.If necessary, enter the State Total Record Format
Use the Search Function to see if your state is in the list.Electronic Report Results
If the Registered Name for Federal ID in name/address or the SSN is wrong, AGRIS will warn you when you are creating the W2REPORT fileThese fields in name/address are located on the contact information of the name id record & the general Information screen.
Note that the system will warn you that there is a possible issue, but it will still create the W2REPORT file (no extension)
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Recommend making a copy of the W2REPORT file and adding to the name the year. If you must do a corrected W2REPORT, we will need the original. |