W-2c Spec

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Administrative InterfaceW-2c Design Constraints

GUI Specification v2.2

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Administrative Interface W-2c v2

Document History

Date Revision Author Description of Changes

12/1/05 1.0 Neil Tenzer Initial draft

12/9/05 1.1 Neil Tenzer Create Form Added additional embedded text to mention refining a search. (JN)

Create Form FEIN is not required. (JN)

All working tables shall scroll within the page the table will scroll, but the page will remain

static. (JN)

Create Form Removed text about the Create Form button being disabled. (AY)

Create Form Added an example to show that the current tax year is the default. (AY)

All working tables sortable columns added text to explain what happens when a column is

selected that is not primary, secondary or tertiary. (JN)

Create/Edit a W-2c embedded text has been added to GUI mockup. (AY)

Create/Edit a W-2c changed text to explain that validation is against the available 50 state

options, which are each 2 alpha characters. (AY)

Create/Edit a W-2c explained how box 14 works during the input of data, and the output of

the form. (AY)

Create/Edit a W-2c used Alex Ys comment for not being able to update a label in box 14.

(AY)

Mass Change (Page 2) explained how the Previously Reported column works in the table.

(AY)

Add/Edit a Note added an OK/Cancel warning message for the Cancel button. (AY)

View/Print W-2c Forms added when information message will display. (AY)

12/13/05

12/15/05

1.2 Neil Tenzer Added the additional role of W-2c Admin to who will be able to use this feature.

Revised the purpose for Create Form.

Revised error message on Create Form page.

Added an additional future year for the required Tax Year field (all instances).

Added a note to the table scrolling function.

Added a Reset button to Create Form navigation.

Updated note text on editable form (and all available instances).

Updated character length for the Employee Name field in the editable form.

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Added instructions hyperlink to the Employees Address in the editable form.

Changed Street to Address 1 for Employees Address and added Address 2.

Changed location of box 12.

Changed previous and editable field information for boxes 12 and 14.

Added new buttons for boxes 12 and 14.

Added warning messages relating to the Save Changes, Preview and Print buttons for the

form.

Updated embedded text for Mass Change (Page 1).

FEIN is required for Mass Change.

Updated working list for Mass Change (Page 1).

Updated warning message on Edit Forms.

Added information for displaying a number of pages per row (all instances).

Added additional embedded text on the Add/Edit a Note page.

Added warning message to the View/Print W-2c Forms page.

Note regarding all filter boxes (under Data Entry Create Form is first)

Added warning message to Print.

Updated embedded text in Services.

Updated buttons on Services.

Revised the purpose for History.

Updated button in History.

12/28/05 1.3 Neil Tenzer Added an Add Note hyperlink to the Navigation section for the Create Form page.

1/3/06 1.4 Neil Tenzer Changed alignment from right to left for buttons in W-2c form boxes 12, 14, 15 17, and 18

20.

1/6/06 1.5 Neil Tenzer Added help link for the top Help button.

Changed help links for the instructions hyperlinks on the Create/Edit a W-2c page.

1/19/06 1.6 Neil Tenzer Added information to the Find navigation criteria for all pages containing tables.

Added information to all Add buttons for boxes 12, 14, 15-17, and 18-20 in the W-2c form.

Added additional error messages to the Create/Edit a W-2c form.

1/24/06 1.7 Neil Tenzer Added rules for editing boxes 12, 14, 15-17, and 18-20.

Added rule for box 13.

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Added conditions forSend button in Services, and Download File button in History.

1/31/06 1.8 Neil Tenzer Added rule to Name field on the Create Form page and the W-2c form.

Removed comma from First Name MI in all instances.

Added rule for Edit Date in all instances.

4/2/09 2.0 Neil Tenzer Updated box letters per federal government changes to W-2c forms

Tax year/Form corrected: a to c

Employers Federal EIN: d to b

Employers name, address, and ZIP code: g to a

Previously Reported Employees SSN: h to f

Correct Information Employees SSN: b to d

Previously Reported Employees Name: i to g

Correct Information Employees Name: e to h

Correct Information Employees Address: fto i

Updated Box 12 requirements to include a code field length of 2 alpha characters

4/7/09 2.0 Neil Tenzer Added an inline error message on the Services page to support W-2c files selected to be sent

to Services, but were not sent through

Replaced File Name column header with Transaction Number

Added Status column with options of In Progress, Submitted, Contact Support

4/14/09 2.0 Neil Tenzer Added a Create Blank W-2c button on the Create a Form tab

Added a new Create a Blank W-2c page

Added comments regarding a blank W-2c form within the W-2c form section

4/15/09 2.0 Neil Tenzer Added/changed additional information regarding Employer and Employee Name and Address

on the W-2c form

Added notes for the Previously Reported information remaining blank in the editable blank W-

2c form, but display zeroes in the saved PDF copies of the forms

5/5/09 2.1 Neil Tenzer Added a new page, which is the second step of the Create a Blank W-2c page. It is an optional

page, displaying only if two or more sets of FACS information is available for a client afterentering the information on the Create a Blank W-2c page

5/14/09 2.1 Neil Tenzer Changes Services to Amendment Files for all instances (link on Home page and tabs)

City/town, State, ZIP Code fields for Employer and Employee addresses are broken up into

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separate fields

5/20/2009 2.2 Neil Tenzer Added error messages for Create a Blank W-2c and Create/Edit W-2c sections as supplied by

IDS.

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Design ConstraintsPages

Home (Administrative Interface)

Purpose This page is a site map type of page. It allows the user to access every page in this web site.

Logo This logo, located in the upper right of the page just below the banner, will be replaced with W-2c Managerfor all pages within theManage Employee W-2c Forms section. The logo will not change on the Home page.

The horizontal tabs align with the W-2c Managerlogo.

Embedded Text None

Error Messages None

Section Head: Manage Employee W-2c Forms

Note: This section is only available to users who are W-2 Only with the additional role W-2c Admin role.

Create a Form hyperlink Displays the Create Form tab/page.

Mass Change hyperlink Displays the W-2c Mass Change page.

Edit Forms hyperlink Displays the Edit Forms tab/page.

All Forms hyperlink Displays the All Forms tab/page.

Print hyperlink Displays the Print tab/page.

Amendment Files hyperlink Displays the Amendment Files (FACS) tab/page.

History hyperlink Displays the History tab/page.

Global Changes

Tab Sequence Tabbing through fields and buttons will go top to bottom, then left to right.

Help (Universal Banner Element)

Displays application FAQs and troubleshooting help in a separate window. The same help will display on each page of the applicatio

Link: ... ipay_admin/help/W-2c/1_frameset.htm

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Create Form

Purpose Allows the user to look up the latest W-2 or W-2c forms from which to create a W-2c for the employee.

Note: Working items will not be displayed.

Tabs Create Form selected.

Mass Change, Edit Forms, All Forms, Print, Amendment Files, History unselected.

Embedded Text Select a tax year and enter a Social Security number, and then click Find to display a form (W-2 or W-2c) for which youwant to create a W-2c. To refine your search, enter a FEIN and/or a name.

(Last Name) Embedded help text under each text field for Name:

(First Name MI)

Error Messages You must enter an authentic US Social Security Numberin the format ######### or ###-##-####.

Social Security number was entered in an incorrect format(upon clicking Find).

You must enter an authentic Federal EmployerIdentification number in the format ######### or ##-#######.

Federal EIN was entered in an incorrect format (upon clickingFind).

Some required fields are missing. All fields marked with ared triangle are required.

Social Security number was not entered (upon clicking Find).

This form is being updated by a mass change. A selected form is in the process of being updated by a masschange (upon clicking Create Form).

There is already a W-2c being created for this employee.To edit this form now, click OK. Otherwise, click Cancel.

The system found a W-2c in edit mode (upon clickingCreate Form).

No selections have been made. No rows were selected in the table (upon clicking CreateForm).

Note: This can only happen if two or more rows areavailable.

Information Message No forms are available for the search criteria you haveentered. Verify that the information you are entering isvalid and try again.

The system did not find a form for the entered criteria (uponclicking Find).

The Create Form button is not displayed.

Data Entry

(Filter is persistent forthe current session)

Drop down list Tax Year: Required

Drop down default: current tax year

(For example, if the user goes to make changes in January 2006, thecurrent tax year will be listed as 2005.)

Note: An additional year will be added for a future tax year.

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(For example, if an employee terminates in July 2006, the employercould give him a W-2 for 2006 (instead of in January 2007) in thiscase, if they had to create a W-2c in 2006 for a 2006 W-2.)

4 numeric characters

List displays current tax year (top) and up to six years back (7 yearsmax). Number of years is dynamic. List will only show previous yearsavailable in the database.

Text field SSN: Required

Can be entered with or without dashes.Once the number is processed, it is displayed with dashes.

System checks for valid format (numbers and dashes only).

Field length is 11 characters.

FEIN: Can be entered with or without dashes.

Once the number is processed, it is displayed with dashes.



Name: Last name is entered in the first text field.

First name and MI are entered in the second text field.

System checks for valid format (alpha characters only). No periodsafter middle initial (can be ignored).

First Name MI field length is 57 characters (alpha and spaces).

Last Name field length is 35 characters (alpha and spaces).Working Table The Create Form table displays an employees W-2 and/or W-2c records found under the selected filter criteria.

The Create Form table displays the following column headings:

Empty column header (for radio buttons) center position

Create Date left position

Last Edited left position

Form Type left position

Name left position

SSN left position

File # left position

FEIN left position

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Embedded Text Use this page to create a blank W-2c for an employee when no source document exists.

Error Messages You must enter an authentic US Social Security Numberin the format ######### or ###-##-####.

Social Security number was entered in an incorrect format(upon clicking Next).


Federal EIN was entered in an incorrect format (upon clickingNext).

Required fields are missing. All fields marked with a redtriangle are required.

A required field was not entered (upon clicking Next).

The File # you have entered is not in the correct format.Enter the employee file number using alphanumericcharacters without spaces or any other characters.

File Number was entered in an incorrect format (upon clickingNext.)

You cannot create a blank W-2c for this employee. Thisemployee already has a W-2, or a W-2c is in progress. Ifa W-2 exists, use the Create Form tab to create a W-2cfrom a source document, or use Edit Forms to open theW-2c.

The system verified a W-2 or W-2c already exists based onthe information entered (upon clicking Next.)

There is no available FACS data for the information youhave entered. To create a blank W-2c for this employee,you must verify the information and try again.

The system cannot find FACS information relating the dataentered (upon clicking Next.)

Data Entry Drop down list Tax Year: Required

Drop down default: Select

An example of the current tax year is, if the user goes to makechanges in January 2006, the current tax year will be listed as 2005.

Note: An additional year will be added for a future tax year.(For example, if an employee terminates in July 2006, the employercould give him a W-2 for 2006 (instead of in January 2007) in thiscase, if they had to create a W-2c in 2006 for a 2006 W-2.)



Read only

Drop down list

PSS Code: Read only Only one PSS code is available for the client.

Drop down Mult iple PSS codes are available for the client.

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Text field FEIN: Required

Can be entered with or without dashes.




Valid number will be verified with PSS.

SSN: Required





File #: Required

Field length is 10 alpha numeric characters.

Navigation Saves the information entered, and generates a blank W-2c based on the data as storedwith PSS.

Does not save any information, and returns to the Create a Form tab.

Located next to the Save button.

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Create a Blank W-2c (Additional FACS Info Step 2)

Purpose Allows the user to choose the FACS information needed to create a blank W-2c.

Note: The page is not available when only one set of FACS information exists.

Page Title Create a Blank W-2c

Embedded Text Multiple sets of FACS company information exist for your entries on the previous page. Click to select the appropriate setand then click Next.

Error Messages You must make a selection and then click Next. A radio button was not selected (upon clicking Next.)

Working Table The FACS Information table displays the groupings of FACS information available based on the information entered onthe Create a Blank W-2c page.

The FACS Information table displays the following column headings:

No heading supports radio buttons center position

FACS Code left position

FACS Branch left position

No columns are sortable.

The position of the table shall be flush left.

The table shall scroll within the page when it is larger than the viewable area. The column headings and the page itself willremain static.

Navigation Goes back to the Create a Blank W-2c entry page.

Saves the information entered, and generates a blank W-2c based on the data as storedwith PSS.

Does not save any information, and returns to the Create a Form tab.


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Create/Edit a W-2c

Purpose Allows the user to create and/or edit a W-2c form for an employee.

Page Title Create/Edit a W-2c

Embedded Text(not included aspart of the formitself)

Add a note that will be applied to the selected W-2c form.

For example, you may want to include the following information.

Reason for the change and Name and Phone of the person making the request

Person making the change

Person approving the change

WarningMessages

This W-2c form does not contain any Correct Information.This form will be deleted. OK/Cancel

There are no values in the editable (yellow highlighted) boxes(no changes to the original form upon clicking Save Changes).

This W-2c form does not contain any Correct Information.You cannot preview or print. OK

There are no values in the editable (yellow highlighted) boxes(no changes to the original form upon clicking Preview orPrint).

Error Messages You must enter an authentic US Social Security Number in theformat ######### or ###-##-####.

Social Security number was entered in an incorrect format(upon clicking Save Changes).

Employer Address 1 is a required field. You must enteremployer address information in this field.

Field was left blank (upon clicking Save Changes).

Employer Address 1 contains non-alphanumeric characters.Please re-enter the information using alphanumeric characters.

Incorrect information was entered (upon clicking SaveChanges).

Employer Address 2 contains non-alphanumeric characters.Please re-enter the information using alphanumeric characters.


Employer City/Town, State and Zip Code are required. Please

enter the City/Town, State and Zip Code information.

Field(s) were left blank (upon clicking Save Changes).

Employer City/Town, State and Zip Code may contain non-alphanumeric characters. Please re-enter the information usingalphanumeric characters.


Employee Address 1 contains non-alphanumeric characters.Please re-enter the information using alphanumeric characters.


Employee Address 2 contains non-alphanumeric characters.Please re-enter the information using alphanumeric characters.


Employee City/Town, State and Zip Code are required. Pleaseenter the City/Town, State and Zip Code information.

Field(s) were left blank (upon clicking Save Changes).

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Employee City/Town, State and Zip Code may contain non-alphanumeric characters. Please re-enter the information usingalphanumeric characters.


You must enter a numeric value.

(Field with the incorrect value will be pointed out.)

Any field containing an amount or other numeric value wasentered incorrectly (upon clicking Save Changes).

This W-2c cannot be saved. Another user has created andsaved a W-2c for this employee while you were working on thisform. Click Cancel to exit this form and make your correctionson the W-2c that already has been saved for this employee.

Displayed when user clicks Save Changes if, while a user isworking on a W-2c for an employee, another user opened andsaved a W-2c for the same employee.

This W-2c cannot be saved. Another user has created andprinted a W-2c for this employee while you were working onthis form. Click Cancel to exit this form and create a new W-2cfor this employee.

Displayed when user clicks Save Changes if, while a user isworking on a W-2c for an employee, another user opened andprints a W-2c for the same employee.

This W-2c cannot be previewed. Another user has created andsaved a W-2c for this employee while you were working on thisform. Click Cancel to exit this form and make your correctionson the W-2c that already has been saved for this employee.

Displayed when user clicks Preview if, while a user is workingon a W-2c for an employee, another user opened and saved aW-2c for the same employee.

This W-2c cannot be previewed. Another user has created andprinted a W-2c for this employee while you were working onthis form. Click Cancel to exit this form and create a new W-2cfor this employee.

Displayed when user clicks Preview if, while a user is workingon a W-2c for an employee, another user opened and prints aW-2c for the same employee.

This W-2c cannot be printed. Another user has created andsaved a W-2c for this employee while you were working on thisform. Click Cancel to exit this form and make your corrections

on the W-2c that already has been saved for this employee.

Displayed when user clicks Print if, while a user is working ona W-2c for an employee, another user opened and saved a W-2c for the same employee.

This W-2c cannot be printed. Another user has created andprinted a W-2c for this employee while you were working onthis form. Click Cancel to exit this form and create a new W-2cfor this employee.

Displayed when user clicks Print if, while a user is working ona W-2c for an employee, another user opened and prints a W-2c for the same employee.

Data Entry(not included aspart of the formitself)

Entry box 256 characters are al lowed in the entry box.

Located at the bottom of the scrollable form.

Approximately 50 characters wide and 6 lines long.

Data Entry W-2c Form

Embedded text Tax year/Form corrected (c) This text cannot be edited.

Lists the tax year and the form being corrected.

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(all fields areflush left unlessotherwise noted)

It is the form selected from the Create Forms page.

If the form is a blank W-2c, the tax year is generated from the Create a BlankW-2c page.

Employers Federal EIN (b) This text cannot be edited.

Lists the employers FEIN from the source form.

Employers name, address,and ZIP code (a)

Lists the employers company name and full address from the source form.

For a blank W-2c:The Employers Name cannot be edited.

The Employers Address and ZIP Code is pre-populated and editable.

Embedded text: Address 1 Address 2 City/town, ST, ZIP code

Address 1 field length is 32 alpha and numeric characters.

Address 2 field length is 32 alpha and numeric characters.

City/State/Zip field length is 30 alpha and numeric characters.

State: valid abbreviation from choice of the available 50 state options, whichare each 2 alpha characters.

ZIP code: 5 digits plus 4 digits, or 5 digits are valid.

Embedded textheading

(availablebefore eachsection)

Previously Reported

Displays the current forms information beforechanges are made.

For blank W-2c forms, the space for information isblank, as no information displays.

Correct Information

Editable fields allow the user to enter updatedinformation into the form.

Editable textfield

Employees SSN (f)Previously reported employee SSN.

Field cannot be edited.

Employees SSN (d)User can enter a corrected SSN.

For a blank W-2c, this cannot be edited.

Field is highlighted in yellow.


Once the number is processed (saved), it is displayedwith dashes.

System checks for valid format (numbers and dashesonly).


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Employees Name (g)

Previously reported employee name.


Embedded text: First name, MI Last name

Employees Name (h)

User can enter a corrected name.

For a blank W-2c, the Employees Name is pre-populated based of the employees SSN.

Note: An employee name must be entered in order tosave the form.

First Name MI field length is 57 characters (alpha andspaces).

Last Name field length is 35 characters (alpha andspaces).

Note: The field may not be able to display the 57 or 35available characters, so the field will scroll whiletyping.

Fields are highlighted in yellow.

Embedded text: First name, MI Last name

Employees Address


Embedded text: (see Instructions)

(referto Navigation for hyperlink information)

Address 1 Address 2 City/town, ST, ZIP code

Note: The instructions hyperlink will include help forstate abbreviations and foreign addresses.

Employees Address (i)

User can enter a corrected address.

Fields are highlighted in yellow and editable.

Embedded text: Address 1 Address 2 City/town, ST,ZIP code

Address 1 field length is 40 alpha and numericcharacters.

Address 2 field length is 40 alpha and numericcharacters.

City/State/Zip field length is 30 alpha and numericcharacters.

State: valid abbreviation from choice of the available50 state options, which are each 2 alpha characters.

ZIP code: 5 digits plus 4 digits, or 5 digits are valid.


Boxes 1 through 14

Embedded textand Editable

1 Wages, tips, other compensation

Fields are flush left under the headings.Previously reported amount listed under the PreviouslyReported heading.

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text field User can enter a new amount in the yellow highlightedfield under the Correct Information heading.

Amount field length is 9 numeric characters, decimal,2 numeric characters (no commas) (total of 11characters). If no decimal point is entered, system willenter it followed by 2 zeros.

2 Federal income tax withheld

Fields are next to the 1 Wages, tips, othercompensation fields under the headings.

3 Social security wages

Fields are flush left under 1 Wages, tips, othercompensation.

4 Social security tax withheld

Fields are next to the 3 Social security wages fields

under the headings.5 Medicare wages and tips

Fields are flush left under 3 Social security wages.

6 Medicare tax withheld

Fields are next to the 5 Medicare wages and tipsfields under the headings.

7 Social security tips

Fields are flush left under 5 Medicare wages andtips.

8 Allocated tips

Fields are next to the 7 Social security tips fieldsunder the headings.

9 Advance EIC payment

Fields are flush left under 7 Social security tips.

10 Dependent care benefits

Fields are next to the 9 Advance EIC payment fieldsunder the headings.

11 Nonqualified plans

Fields are flush left under 9 Advance EIC payment.

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Embedded textand Editabletext field

12

There are 4 embedded and editable fields (a, b, c, d).

Embedded text: (See Instructions)


Fields are flush left under 11 Nonqualified plans.

Previously reported code and amount listed under thePreviously Reported heading.

The number of rows in box 12 shall be equal to thenumber of rows in the source form.

If there is no information in the source (previouslyreported) box, both the code and value fields will beeditable (yellow highlighted in correct information).

Show the minimum amount of boxes that containinformation, as opposed to always displaying four

boxes.

Code field length is 2 alpha characters.


User can enter a new amount in the yellow highlightedfield under the Correct Information heading, but cannotchange the code.

To change the code, user must zero out the valuenext to the incorrect code, then add a new box 12.

User can edit the code and amount until the form isfinalized (printed or sent to Tax).

The rows are fixed (in sequential order) going from a bb for the row letter.

There are 28 codes (A Z, AA, BB) and they are notcase sensitive, however they shall display as capitals.

Duplicate codes cannot be entered.

This button adds a new box 12 below the previousbox, but above the button.

The new boxes shall be labeled with the nextsuccessive letter.

The user can enter both a new code and new value inthe editable fields.

If a user adds a new box 12 and doesnt enter any

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information, the blank row is not saved.

Aligned left; under the section.

Check box 13

Statutory employee

Retirement plan

Third-party sick pay

Fields are flush left under 12.

Previously reported check boxes are inactive underthe Previously Reported heading.

The Correct Information column check boxes are pre-selected to match the Previously Reported checkboxes.

User can select a new option from the yellow

highlighted check boxes under the Correct Informationheading.


14 Other

There are 4 embedded and editable fields.



Fields are flush left under 13.

Previously reported label and value listed under thePreviously Reported heading.

The number of rows in box 14 shall be equal to thenumber of rows in the source form.

If there is no information in the source (previouslyreported) box, both the label and value fields will beeditable (yellow highlighted in correct information).

Show the minimum amount of boxes that containinformation, as opposed to always displaying fourboxes.

During input, the user can add only one new row at atime, but upon output of the form, a new box 14 with agroup of 4 rows will be added, and if only one new rowwas created during input, only the first row will containinformation in the output.

Label field length is 15 alphanumeric characters.


The user cannot update the label, only the value in theyellow highlighted field.

The user can add a new label with a new value.

To change the label, user must zero out the amount

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next to the incorrect label, then add a new box 14 andenter the new label and value.

User can edit the label and value until the form isfinalized (printed or sent to Tax).

Label and value are listed by entry order.

Labels are not case sensitive.

Duplicate labels cannot be entered.

This button adds a new box 14 below the previous

box, but above the button.

New Box 14s are only added under CorrectedInformation

The user can enter new labels and values in theeditable fields.

If a user adds a new box 14 and doesnt enter anyinformation, the blank row is not saved.



Boxes 15 through 17


15 State



Employer state ID number

The state and employer state ID number are noteditable upon initial entry to this section.

Note: When opening a W-2c for the first time, therewill be a set of Boxes 15-17 for each state listed in thesource W-2.

User can edit state until form is finalized (printed orsent to Tax).

When adding another (new) state correction, the usercan make the following edits in the yellow highlightedfields.

Select a state from the drop down list (box 15)

Note: State dropdown shall contain 50 2-characterstate abbreviations.

Enter an employer state ID number (box 15)

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Note: State ID field length is 20 alphanumericcharacters.

16 State wages, tips, etc. Previously reported amount listed under the PreviouslyReported heading.

User can enter a new amount in the yellow highlightedfield under the Correct Information heading.


To change the State, user must zero out theamounts under to the incorrect State, then add MoreState Corrections.

User can edit amounts until form is finalized (printed orsent to Tax).

17 State income tax

This button adds a new set of state boxes 15-17 belowthe previous boxes, but above the button.

The Previously Reported amounts will be zero. TheCorrected information amounts for boxes 16 and 17are displayed with a yellow background.

If a user adds a new box 15-17 and doesnt enter anyinformation, the blank row is not saved.



Boxes 18 through 20


18 Local wages, tips, etc. Previously reported amount listed under the PreviouslyReported heading.

User can enter a new amount in the yellow highlightedfield under the Correct Information heading.


To change the locality, user must zero out the

19 Local income tax

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amounts under to the incorrect locality, then add MoreLocal Corrections.

Note: When opening a W-2c for the first time, therewill be a set of Boxes 18-20 for each locality listed inthe source W-2.

User can edit amounts until form is finalized (printed orsent to Tax).

20 Locality name

Embedded text: (see Instructions)(referto Navigation for hyperlink information)

Embedded text (upon clicking Add More LocalCorrections):

- Select locality from a list: State Locality and Code

- Enter a locality manually: Locality Code

The locality name is not editable upon initial entry tothis section.User can edit locality until form is finalized (printed orsent to Tax) for future use.

When adding another (new) locality, select a radiobutton.

Select locality from a list allows the user to

select a state and locality from drop down lists

Enter a locality manually allows the user to enter

a locality and a local code (containing the state) intext boxes

The user can make the following edits in the yellowhighlighted fields.

Select locality from a list

Select a state from the drop down list (box 20)

Note: State dropdown shall contain 50 2-character

state abbreviations. Select a locality (with code) from the drop down

list (box 20)Note: The locality dropdown shall contain a set ofpre-defined codes (see separate specification)

Enter a locality manually

Enter a locality (box 20)

Note: Locality field length is 30 alphanumericcharacters.

Enter a code (box 20)

Note: Code ID field length is 6 alphanumeric

Radio button

(upon clicking Add MoreLocal Corrections)

Select locality from a list(default)

Enter a locality manually

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characters (2 alpha + 4 numeric).

This button adds a new set of state boxes 18-20 belowthe previous boxes, but above the button.

The Previously Reported amounts will be zero. TheCorrected information amounts for boxes 18 and 19are displayed with a yellow background.

If a user adds a new box 18-20 and doesnt enter anyinformation, the blank row is not saved.


Scrolling The page shall scroll showing the entire editable form.

The navigation buttons at the bottom of the page will remain static.

Navigation Instructions Opens the Help file in separate browser window and displays employees address (f)instructions.

Link: ... ipay_admin/help/W-2c/procedures/employees_address.htm

Instructions Opens the Help file in separate browser window and displays box 12 instructions.

Link: ... ipay_admin/help/W-2c/procedures/box_12.htm

Instructions Opens the Help file in separate browser window and displays box 14 instructions.

Link: ... ipay_admin/help/W-2c/procedures/box_14.htm

Instructions Opens the Help file in separate browser window and displays box 15-17 instructions.

Link: ... ipay_admin/help/W-2c/procedures/box_15_17.htmInstructions Opens the Help file in separate browser window and displays box 18-20 instructions.

Link: ... ipay_admin/help/W-2c/procedures/box_18_20.htm

Saves the form and returns the user to the proper calling page (Create Form, Edit Forms, AllForms).

Note: See warning messages for message relating to button.

Button is displayed at the bottom left of the page and shall be visible at all times.

Returns the user to the proper calling page without saving the changes. If changes were made,a warning message shall be displayed.

Button is displayed at the bottom of the page (next to Save Changes) and shall be visible at all

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times.

Opens the Preview/Print W-2c Form Employer Copy page (containing a watermark) as a newpage, but in the same window.


Button is displayed at the bottom of the page (to the right of the Cancel button; center of thepage) and shall be visible at all times.

Opens the View/Print W-2c Forms page as a new page, but in the same window.

The changes to the form are saved if they werent previously saved.


Button is displayed at the bottom of the page (next to Preview button) and shall be visible at alltimes.

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Preview/Print W-2c Form Employer Copy

Purpose Displays a PDF of the employer W-2c copy.

Note: For blank W-2c forms, the Previously Reported information sections will display zeroes. In the editable form, the space is blank

The PDF image contains a watermark.

Page Title Preview/Print W-2c Form Employer Copy

Embedded Text Use the tool bar below to navigate and print the document in Adobe Reader.

Error Messages PDF create error.

File download dialog.

Note: These are standard Windows error messages.

Navigation Returns the user to the Create/Edit a W-2c page.

Located under the left side of the PDF.

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Mass Change (Page 1)

Purpose Allows the user to make a box 13 change for all employees under one FEIN.

Tabs Mass Change selected.

Create Form, Edit Forms, All Forms, Print, Amendment Files, History unselected.

Embedded Text Heading Change Box 13

Use this process to locate and change Box 13 selections within an FEIN. To begin the process, select a tax year and enter a FEIN,and then click Start.

Error Messages

Note:All messagesdisplay upon clickingStart.

You must enter an authentic Federal Employer Identificationnumber in the format ######### or ##-#######.

Federal EIN was entered in an incorrect format.

Some required fields are missing. All fields marked with a redtriangle are required.

FEIN was not entered.

There are forms (up to 10 listed below) in the selected FEIN thatare open for editing. You must complete (print or send to Print), ordelete these forms before you can perform a mass change.(the Working List is displayed)

Forms are currently in Edit mode for other W-2c changes.

A mass change for this FEIN is already in progress. A mass change is currently running.

Data Entry




(For example, if the user goes to make changes in January 2006, the current tax year will belisted as 2005.)


(For example, if an employee terminates in July 2006, the employer could give him a W-2 fo

2006 (instead of in January 2007) in this case, if they had to create a W-2c in 2006 for a 200W-2.)

Text field FEIN: Required





Working List(Displayed only if formsexist in Edit mode for

The list of forms displays all forms currently in Edit mode.

The list displays the following column headings:

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the selected FEIN) Name left position hyperlink

SSN left position


Last Modified left position


The area below the filter box shall scroll when it is larger than the viewable area.

The Name hyperlink goes to the Create/Edit a W-2c page, where the selected employees editable W-2c form exists.

Lists up to 10 forms in the table.

Navigation Opens in a separate page (in the same window).

Displays box 13 section as it appears on the form, along with an area to add a note for the mass change.

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Mass Change (Page 2)

Purpose Allows the user to make a box 13 change for all employees under one FEIN.

Tabs Mass Change selected.

Create Form, Edit Forms, All Forms, Print, Amendment Files, History unselected.

Embedded Text Heading Change Box 13

Check the boxes, under Previously Reported, as they were checked on the original form. Make your changes under Correct

Information. For example, if you checked Retirement plan on the original form by mistake, check Retirement plan under

Previously reported, but do not check Retirement plan under Correct information.

Add a note that will be applied to all W-2c forms created during this mass change.


Reason for the change and Name and Phone of the person making the request



Error Message No selections have been made. Click the Create Form button without making a selection.

Information Message [9999] forms in the selected FEIN will be searched. A W-2c willonly be created for forms that contain the selected PreviouslyReported information. It may take [Time] to create the W-2cforms.

Depending on the number forms, it will take differentamounts of time to run a mass change.

9999 (# of forms):

1-500500-10001000-5000over 5000

Time:

a few minutesseveral minutesan hour or lessmore than an hour

Data Entry Check box Headings Previously Reported Displays an empty table, where the user mustselect the current option to search for.

Correct Information The user can enter the option that the W-2c formswill be changed to.

13 Statutory employee

Retirement plan

Third-party sick pay

Entry box 256 characters are allowed in the entry box.


Navigation Performs a mass change.

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Edit Forms

Purpose Allows the user to make changes to a newly created W-2c form for an employee before it is sent anywhere.

Tabs Edit Forms selected.

Create Form, Mass Change, All Forms, Print, Amendment Files, History unselected.

Embedded Text This page shows W-2c forms that can be edited. To edit a W-2c, click the employee name.


(First Name MI)

(From) Embedded help text under each text field for Edit Date:(To)

(mm/dd/yyyy) Embedded help text for entering the date.

Warning Messages Are you sure you want to delete these [999999] forms? Shows the number of forms about to be deleted (upon clickingDelete).

Error Messages You must enter an authentic US Social Security Number inthe format ######### or ###-##-####.




You must enter a valid date range. The system cannot find forms available in the given date range(upon clicking Find).

You must enter a valid date in the format of mm/dd/yyyy. Date was entered in an incorrect format (upon clicking Find).

No selections have been made. No rows were selected in the table (upon clicking Delete).

Information Message No forms are available for the search criteria you haveentered. Verify that the information you are entering isvalid and try again.

The system did not find a form for the entered criteria (uponclicking Find).

Data Entry


Data entry information entered by the user is maintained for the current session.




(For example, if the user goes to make changes in January 2006, the currenttax year will be listed as 2005.)


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(For example, if an employee terminates in July 2006, the employer could givehim a W-2 for 2006 (instead of in January 2007) in this case, if they had tocreate a W-2c in 2006 for a 2006 W-2.)

List displays current tax year (top) and up to six years back (7 years max).Number of years is dynamic. List will only show previous years available in thedatabase.

Text field SSN: Can be entered with or without dashes.


System checks for valid format (numbers and dashes only).Field length is 11 characters.





FACS Code: System checks for valid format (2 letters followed by 2 numbers).

Field length is 4characters.



Last Name field length is 35 alpha characters.

First Name MI field length is 57 alpha characters.

System checks for valid format (alpha characters only). No periods after middle

initial (can be ignored).Edit Date: Can be entered with or without leading zeros for month and day.

System checks for valid format (mm/dd/yyyy).

System checks for valid date range.

Clicking this icon pops up a small calendar, where a date can beselected.Available for both the From and To dates.

Check box Show Mass Change forms only

Working Table The Edit Forms table displays all editable employee W-2c records. The table can also be filtered by entering specific criteria.

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The Edit Forms table displays the following column headings:

Select Displayed (with check box) center position

Edit Date left position (Primary Sort)

SSN left position (Secondary Sort)

Name left position hyperlink (Tertiary Sort)


FEIN left position


Notes center position hyperlink

All columns are sortable except the Select Displayed and Notes columns.

The Edit Date column is the default sort column in descending order.

The Edit Date is updated whenever the form is saved, or the note is updated.



The active, sortable column contains a one way sort button that changes from descending toascending order when the icon is clicked.All inactive sortable columns contain an ascending/descending icon.

When an inactive column is selected, the icon becomes active.

Navigation Displays forms based on the search results in a table on the same page.

All entered search criteria is retained with dashes in the entry field.

If the user clicks Find, and no results are displayed in the table, the Delete and Select Allbuttons shall not be displayed.

Resets the fields to their original state before a find occurs.

Located next to the Find button.

Deletes selected form(s) only.


Located under the left side of the table.

Selects all forms in the table, regardless of the number of displayed rows. This includes using thefilter criteria.

Located next to the Delete button.

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Name (employees namein the table)

Opens the Create/Edit a W-2c page (the selected employees editable W-2c form) as a newpage, but in the same window.

Add Note Opens the Add/Edit a Note page as a new page, but in the same window.

Displays an entry box to add a note or edit an existing note for the W-2c record.Edit Note

Display rowsper page

Displays the number of rows available to view per page.

Selection refreshes page with number of rows.

Refreshing pages will always start back on page 1.

Drop down list: 50 (default), 100, 250, 500, 1000, 2000, 5000, All

Find Results pagenavigation

Displayed on top of the Edit Forms table.

Default shall display 10 page number links with page number 1 selected.

When clicking pages from the available 10 listed, upon reaching the halfway point, the numberswill begin scrolling back, so the selected number is always in the middle. For example, if pages 1

10 are displayed, when clicking page 7, 7 will move to the middle, 1 will no longer be viewable,and 11 will be viewable. If the maximum page number is displayed (on the right), scrolling shallstop.

When the highest page number is clicked, the selected page moves to the middle and thenumber of pages in the set is increased by 5 pages. For example, if there are 20 (the first 10 aredisplayed) pages in total, clicking page 10 shall display pages 5 thru 14, and 10 shall be in themiddle.

NextDisplays the next page.

Button and hyperlink perform the same function.

Acts like user is clicking on next highest page number (from the current displayed page).

If the current page is the middle number, page links shall shift left by one, The Next pagebecomes the middle number.

Hyperlink shall be left justified and located to the right of the button.

If the displayed page is the last in the entire page range, the button shall be disabled.

If there are less than 10 pages, the button shall be disabled.

PreviousDisplays the previous page.


Acts like user is clicking on next lowest page number (from the current displayed page).

If the current page is the middle number, page links shall shift right by one. The previous pagebecomes the middle number.

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Hyperlink shall be right justified and located to the left of the button.

If the displayed page is page 1, the button shall be disabled.


Rows selected: Displays the number of rows selected.

Add/Edit a Note

Purpose Allows the user to add or edit an existing note that relates to a W-2c form.

Page Title Add/Edit a NoteEmbedded Text Add a note that will be applied to the selected W-2c form.


Reason for the change and Name and Phone number of the person making the request



Employee Name:

SSN:

Display-only fields for the employees name and SSN are available above the note entry box.

Note

Data Entry Entry box 256 characters are allowed in the entry box.


Navigation Saves the note and returns the user to the proper calling page (Create Form, Edit Forms, Add Forms, PTax).

Located under the left side of the entry box.

Returns the user to the proper calling page without saving the changes.

Displays the pop-up warning message, Are you sure you want to cancel your changes? If so, click OK. Inot, click Cancel.

Returns the user to the calling page.


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All Forms

Purpose Lists all W-2c forms created in a specific tax year, as well as the status of the forms (when they were sent out, and where they went).

Allows the user to print a W-2c form locally for an employee, in turn sending the W-2c to iPayStatements.

Tabs All Forms selected.

Create Form, Mass Change, Edit Forms, Print, Amendment Files, History unselected.

Embedded Text This page shows W-2c forms for the selected tax year. Employee names shown as a hyperlink can still be edited.


(First Name MI)(From) Embedded help text under each text field for Edit Date:

(To)


Error Messages You must enter an authentic US Social Security Number in the format######### or ###-##-####.

Social Security number was entered in an incorrect forma(upon clicking Find).

You must enter an authentic Federal Employer Identification number inthe format ######### or ##-#######.

Federal EIN was entered in an incorrect format (upon clickFind).

You must enter a valid date range. The system cannot find forms available in the given daterange (upon clicking Find).

You must enter a valid date in the format of mm/dd/yyyy. Date was entered in an incorrect format (upon cl icking Fin

No selections have been made. No rows were selected in the table (upon clickingView/Print).

Information Message No forms are available for the search criteria you have entered. Verify

that the information you are entering is valid and try again.

The system did not find a form for the entered criteria (upo

clicking Find).

Data Entry


Data entry information entered by the user is maintained for the current session.




(For example, if the user goes to make changes in January 2006, the current tyear will be listed as 2005.)


(For example, if an employee terminates in July 2006, the employer could givehim a W-2 for 2006 (instead of in January 2007) in this case, if they had to cre

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a W-2c in 2006 for a 2006 W-2.)

List displays current tax year (top) and up to six years back (7 years max).Number of years is dynamic. List will only show previous years available in thedatabase.









FACS Code: System checks for valid format (2 letters and 2 numbers).






System checks for valid format (alpha characters only). No periods after middlinitial (can be ignored).

Edit Date: Can be entered with or without leading zeros (mm/dd).



Clicking this icon pops up a small calendar, where a date can beselected.Available for both the From and To dates.


Working TableNavigation

The All Forms table displays all employee W-2c records for a given tax year. The table can also be filtered by entering specific criteri

The All Forms table displays the following column headings:


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Name left position (Tertiary Sort)

Note: Editable records list the name as a hyperlink.

Last Printed left position

Print left position

Tax left position


FEIN left position

FACS Code left position Notes center position hyperlink





The table shall scroll within the page when it is larger than the viewable area. The column headings and the page itself will remain sta

The active, sortable column contains a one way sort button that changes from descending to ascendingorder when the icon is clicked.All inactive sortable columns contain an ascending/descending icon.


Displays forms based on the search results in a table on the same page.


If the user clicks Find, and no results are displayed in the table, the View/Print and Select All buttons shnot be displayed.



Opens the View/Print W-2c Forms page as a new page, but in the same window.


Selects all forms in the table, regardless of the number of displayed rows. This includes using the filtercriteria.

Located next to the View/Print button.

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Name (employees namein the table, whenavailable)

Opens the Create/Edit a W-2c page (the selected employees editable W-2c form) as a new page, but in same window.









Displayed on top of the All Forms table.


When clicking pages from the available 10 listed, upon reaching the halfway point, the numbers will begiscrolling back, so the selected number is always in the middle. For example, if pages 1 10 are displayewhen clicking page 7, 7 will move to the middle, 1 will no longer be viewable, and 11 will be viewable. If tmaximum page number is displayed (on the right), scrolling shall stop.




If the current page is the middle number, page links shall shift left by one, The Next page becomes themiddle number.







If the current page is the middle number, page links shall shift right by one. The previous page becomes middle number.




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View/Print W-2c Forms

Purpose Allows the user to choose to view and/or print either or both copies (employer or employee) of the W-2c form.

Page Title View/Print W-2c Forms

Embedded Text Select the W-2c copies you want to view or print.

Note: The form(s) you have selected to view or print will be displayed in a PDF document with multiple pages.

Warning Messages By printing Employee Copies of a form(s), all changes will be

finalized and you will no longer be able to edit the form. Do youwant to continue? OK/Cancel

This message appears when selecting the Employee Copy che

box and the forms are still in Edit mode (upon clicking OK).

InformationMessages

You have selected to print W-2c forms for an employee. W-2ccopies B, C, 2, and instructions will be sent to your printer. Copieswill also be made available to the employee online.

This message appears only after the Employee Copy check boselected.

Data Entry Check box Employer Copy (Copy D)

Employee Copy (Copy B, C, 2, and Instructions)

Navigation Displays a PDF of the W-2c copy(ies) checked.


Located under the left side of the check boxes.

Returns the user to the All Forms page without saving the changes.

Located next to the OK button.

View/Print W-2c Forms Employer Copy

View/Print W-2c Forms Employee Copy

Purpose Displays a PDF of one or both of the employer and/or employee W-2c copies.

Note: If both copies are selected, the employer copy displays first.

Note: For blank W-2c forms, the Previously Reported information sections will display zeroes (0.00) when corresponding CorrectInformation columns have an amount entered. All other Previous Reported sections will remain blank. In the editable form, the spaceblank.

Page Titles View/Print W-2c Forms Employer Copy

View/Print W-2c Forms Employee Copy

Embedded Text Use the tool bar below to navigate and print the document in Adobe Reader.

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Error Messages PDF create error.

File download dialog.

Retrieving

Navigation Sends the user to the employee copy of the W-2c form.Note: This button is only displayed if both copies were selected.

Located under the left side of the PDF.

Returns the user to the All Forms page.Note: This button is displayed when only one copy is available, or on the second copy when both are

available.Located under the left side of the PDF.

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Print

Purpose Lists all W-2c forms created in a specific tax year that can be sent out to Print for mass printing and mailing. These forms have notbeen printed locally.

Note: Sending a W-2c form to Print automatically sends the W-2c to iPayStatements.

Tabs Print selected.

Create Form, Mass Change, Edit Forms, All Forms, Amendment Files, History unselected.

Embedded Text This page shows W-2c forms for the selected tax year that can be sent to Print for mass printing and mailing.


(First Name MI)

(From) Embedded help text under each text field for Edit Date:

(To)


Warning Messages Are you sure you want to send [999999] forms to Print? Shows the number of forms about to be sent to Print (uponclicking Send).

After the forms are sent, the screen is refreshed and thesent forms are not listed.

Error Messages You must enter an authentic US Social Security Number in the format######### or ###-##-####.


You must enter an authentic Federal Employer Identification number inthe format ######### or ##-#######.

Federal EIN was entered in an incorrect format (uponclicking Find).

You must enter a valid date range. The system cannot find forms available in the given date

range (upon clicking Find).You must enter a valid date in the format of mm/dd/yyyy. Date was entered in an incorrect format (upon clicking

Find).

No selections have been made. No rows were selected in the table (upon clicking Send).

Information Message No forms are available for the search criteria you have entered. Verifythat the information you are entering is valid and try again.

The system did not find a form for the entered criteria (upoclicking Find).

Data Entry





(For example, if the user goes to make changes in January 2006, the

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current tax year will be listed as 2005.)


(For example, if an employee terminates in July 2006, the employercould give him a W-2 for 2006 (instead of in January 2007) in this caseif they had to create a W-2c in 2006 for a 2006 W-2.)


Text field SSN: Can be entered with or without dashes.Once the number is processed, it is displayed with dashes.














Edit Date: Can be entered with or without leading zeros for month and day.



Clicking this icon pops up a small calendar, where a date canbe selected.Available for both the From and To dates.


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Working Table The Print table displays all employee W-2c records for a given tax year that can be sent to Print. The table can also be filtered byentering specific criteria.

The Print table displays the following column headings:






FEIN left position

FACS Code left position Notes center position hyperlink





The table shall scroll within the page when it is larger than the viewable area. The column headings and the page itself will remainstatic.

The active, sortable column contains a one way sort button that changes from descending to ascendingorder when the icon is clicked.All inactive sortable columns contain an ascending/descending icon.




If the user clicks Find, and no results are displayed in the table, the Send and Select All buttons shallnot be displayed.



Sends W-2c forms to Print. The User remains on the Print page.


Error message look at backend error messages need something saying that forms werent sent dueto backend problem. ??????


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Selects all forms in the table, regardless of the number of displayed rows. This includes using the filtercriteria.

Located next to the Send button.









Displayed on top of the Print table.


When clicking pages from the available 10 listed, upon reaching the halfway point, the numbers willbegin scrolling back, so the selected number is always in the middle. For example, if pages 1 10 aredisplayed, when clicking page 7, 7 will move to the middle, 1 will no longer be viewable, and 11 will beviewable. If the maximum page number is displayed (on the right), scrolling shall stop.






If the displayed page is the last in the entire page range, the button shall be disabled.If there are less than 10 pages, the button shall be disabled.




If the current page is the middle number, page links shall shift right by one. The previous page becomesthe middle number.




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Amendment Files

Purpose Lists all W-2c forms created in a specific tax year that should be sent out to FACS. These forms have been printed locally, givento an employee, or sent to Print.

Tabs Amendment Files selected.

Create Form, Mass Change, Edit Forms, All Forms, Print, History unselected.

Embedded Text This page shows W-2c forms for the selected tax year that have been sent to your employees and now need to be sent to Tax.You can also download a copy of the file (in CSV format).


(First Name MI)

(From) Embedded help text under each text field for Edit Date:

(To)


Warning Messages Are you sure you want to send [999999] forms to Tax? Shows the number of forms about to be sent to Services(upon clicking Send).

After the forms are sent, the screen is refreshed and the sentforms are not listed.

Error Messages You must enter an authentic US Social Security Number in theformat ######### or ###-##-####.


You must enter an authentic Federal Employer Identificationnumber in the format ######### or ##-#######.


You must enter a valid date range. The system cannot find forms available in the given daterange (upon clicking Find).

You must enter a valid date in the format of mm/dd/yyyy. Date was entered in an incorrect format (upon clicking Find).

No selections have been made. No rows were selected in the table (upon clicking Send, ViewTotals, View File, Download File).

W-2c(s) were not sent to Services due to one of the followingreasons:- Edited and saved by another user- Deleted by another user- Sent to Services by another user

W-2c files did not go through to Services, because otherusers performed a function(s) to one or more of the selectedfiles (upon clicking Send).

Information Message No forms are available for the search criteria you have entered. The system did not find a form for the entered criteria (upon

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Verify that the information you are entering is valid and tryagain.

clicking Find).

Data Entry

(Filter is persistent for thecurrent session)




(For example, if the user goes to make changes in January 2006, thecurrent tax year will be listed as 2005.)


(For example, if an employee terminates in July 2006, the employercould give him a W-2 for 2006 (instead of in January 2007) in this case,if they had to create a W-2c in 2006 for a 2006 W-2.)

















Edit Date: Can be entered with or without leading zeros for month and day.

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Clicking this icon pops up a small calendar, where a datecan be selected.Available for both the From and To dates.


Working Table The Amendment Files table displays all employee W-2c records for a given tax year that should be sent to Services. The tablecan also be filtered by entering specific criteria.

The Amendment Files table displays the following column headings:





Last Printed left position

Print left position


FEIN left position


Notes center position hyperlink






The active, sortable column contains a one way sort button that changes from descending to ascending orderwhen the icon is clicked.All inactive sortable columns contain an ascending/descending icon.


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If the user clicks Find, and no results are displayed in the table, the Send, Select All, Preview TotalsPreview File buttons shall not be displayed.



For Pilot: Sends the selected files to the History page, and removes them from the Amendment Filespage.

The User remains on the Amendment Files page.

For Future Use: Sends the selected files to Services, sends them to the History page, and removesthem from the Amendment Files page.



Selects all forms in the table, regardless of the number of displayed rows. This includes using the filtecriteria.

Located next to the Send button.

Opens the Preview Employer Amendment File Totals page as a new page, but in the same window.

Located to the right of the Select All button; center of the page.

Opens the Preview Employer Amendment File page (a CSV file in HTML) as a new page, but in thesame window.

Located next to the View Totals button.

Add Note Opens the Add/Edit a Note page as a new page, but in the same window.Displays an entry box to add a note or edit an existing note for the W-2c record.Edit Note







Displayed on top of the Amendment Files table.


When clicking pages from the available 10 listed, upon reaching the halfway point, the numbers willbegin scrolling back, so the selected number is always in the middle. For example, if pages 1 10 are

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displayed, when clicking page 7, 7 will move to the middle, 1 will no longer be viewable, and 11 will beviewable. If the maximum page number is displayed (on the right), scrolling shall stop.











If the current page is the middle number, page links shall shift right by one. The previous page becomthe middle number.





Preview Employer Amendment File Totals

Purpose Allows the user to view a list of files that have been sent to Print for printing or filed with Services.

Page Title View Employer Amendment File Totals

Embedded Text This page displays totals for the selected forms.

Navigation Returns the user to the Services page.

Located under the left side of the list.

PreviewEmployer Amendment File

Purpose Allows the user to view a CSV file containing the W-2c records sent to Services.

Page Title View Employer Amendment File

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Navigation Returns the user to the Services page.

Located under the left side of the list.

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History

Purpose This page displays a transaction history of all files that have been sent to Print or filed with Services.

Tabs History selected.

Create Form, Mass Change, Edit Forms, All Forms, Print, Amendment Files unselected.

Embedded Text This page displays files that have been sent to Print or filed with Services.

Error Messages You must enter an authentic FederalEmployer Identification number in theformat ######### or ##-#######.

Federal EIN was entered in an incorrect format (upon clicking Find).

No selections have been made. No rows were selected in the table (upon clicking View orDownload).

Information Message No forms are available for the searchcriteria you have entered. Verify thatthe information you are entering is validand try again.

The system did not find a form for the entered criteria (upon clicking Find).

Data Entry

(Filter is persistent for thecurrent session)




List displays current tax year (top) and up to six years back (7 years max). Number ofyears is dynamic. List will only show previous years available in the database.

Text field FEIN: Optional





Working Table The History table displays a history of files sent to both Print and Services found under the selected filter criteria.

The History table displays the following column headings:

Empty column header (for radio buttons) center position

Date Sent left position

Sent by left position

Sent to left position

Transaction Number left position

Status left positio

W-2c Spec

Documents

Transcript of W-2c Spec