2c. Verify ID numbers for Federal and State pay codes

Payroll Year-end Checklist

Before you prepare the W-2 forms for your employees, you should verify that the correct identification numbers for the federal employer ID number and state tax ID number have been defined in the system. The Government Reporting application will use the federal and state ID numbers for the W-2s.

First, verify the Federal ID number

Verify the Federal ID number is correct. In most organizations, you’ll want to check the pay code for Federal Withholding Tax (FWT) (76-00).

Do this...

1. Open Connect Payroll > Organization > Pay Codes.

2. Display the Federal Withholding Pay Code.

Example: 76-00 Federal Withholding Tax

Federal Withholding Tax pay code

3. Verify the Federal ID number.

The Identification Number box stores the Federal ID number. This is the Federal ID number that Connect will use to print on reports and forms.

Federal Withholding Tax pay code > Identification Number field

Does the correct Federal ID display in the Identification Number box?

Yes, the correct Federal ID is displayed. That’s good news. Continue to the next step in this section to verify the state tax ID number.
No, the Federal ID is not correct. Click on the Identification Number box and then enter the correct Federal ID. Now, you’re ready to verify the State Tax ID Number.

202011, 2020Oct08

Second, verify the State Tax ID Number

Verify the State Tax ID Number is correct. In most organizations, you’ll want to look up pay code 77-00 SWT.

Do this...

1. Open Connect Payroll > Organization > Pay Codes.

2. Display the State Withholding Pay Code.

Example: 77-00 State Withholding Tax

State Withholding pay code

3. Verify the state ID number.

State Withholding pay code > Identification Number field

Does the correct State Tax ID Number display in the Identification Number box?

Yes, the correct State Tax ID is displayed. That’s good news. Continue to the next step in this section.
No, the State Tax ID is not correct. Click on the Identification Number box and then enter the correct state tax ID. Now, you’re ready to verify the Subject To pay codes.

202011, 2020Oct08