Overview
Updated 12/28/2021
When will this recording be available?
Will there be a PDF available of this webinar?
Is there a report for us to run to determine how many printed vs. electronic W-2's we might have?
What report can we use to find and email a list of all our employees that have consented to receive the W2 electronically only?
Even though we wouldn’t want to send our data to Greenshades until we've closed all accounting periods for the year, can we generate the feed early to get a head start on resolving errors and reviewing W-2s?
We need to determine the number of W-2s. Can we run the W-2 reports before we generate the feed in Weekly Process? We need the count now, if possible.
Where do we add health insurance information for W2 form, box DD?
Box 12, DD is total health care cost. In our system we have a transaction to make the employee contribution, but that wouldn't capture total cost. Is there a way to edit that entry?
We just converted to Avionte so no box 12 data was available. Am I able to import this data? Is this still an option?
If you are one supplier, can you “build” all the files at one time or do you have to do them individually?
We have year-end fringe benefits that need to be added. Is there an easy way to gross the taxes up instead of Avionte calculating?
We been having issues where employee records get duplicated, would this affect the w-2 process?
Can we run SS verification through Greenshades/Avionte?
When will this recording be available?
Will there be a PDF available of this webinar?
Yes, please see the PDF of the presentation in the link below.
Is there a report for us to run to determine how many printed vs. electronic W-2's we might have?
Yes! The W2 4up Blank report has a radio button to include those or not and you will have a total page count. Otherwise, we have an Employee W-2 Info AQ which has a column for Electronic W2.
What report can we use to find and email a list of all our employees that have consented to receive the W-2 electronically only?
Employee W2 info is the AQ we would recommend.
Even though we wouldn’t want to send our data to Greenshades until we've closed all accounting periods for the year, can we generate the feed early to get a head start on resolving errors and reviewing W-2s?
Absolutely, we recommend doing that now and throughout the month. Once you are done with all payroll for the year, generate data again in Weekly Process > Generate Greenshades > Generate Feed & XML.
- Click here for the 5 Steps to a smooth Year-End reporting process
- Click here for the Year-End Greenshades Guide: 941 & 940
We need to determine the number of W-2s. Can we run the W-2 reports before we generate the feed in Weekly Process? We need the count now, if possible.
You need to Generate the feed to populate the W2 4 up report and the GET W2 Details AQ will also populate. You can generate the feed prior to the end of the year and regenerate the data again in January prior to completing your e-Filing.
- Click here for the Get W2 Details AQ
- Click here for the Year-End create & correct W2s
- Click here for the W2 Report 4Up Blank Report
- Click here for the Employee W2 info AQ
Where do we add health insurance information for W-2 form, box DD?
This is done in the Transaction Type for the health insurance you use and there is a W-2 box ( 12 ) and W2 Label ( DD ). You would need to verify that is set up in Admin Tools > Transaction Types.
Box 12, DD is total health care cost. In our system we have a transaction to make the employee contribution, but that wouldn't capture total cost. Is there a way to edit that entry?
The process would be to have a contribution linked to the deduction and then those transactions are added together so that ER and EE will flow to W2 Box 12.
- Click here for the Employer Healthcare Contribution import
- Click here for Adding/Editing Transaction Types
We just converted to Avionte so no box 12 data was available. Am I able to import this data? Is this still an option?
Yes, you can use the Employer Healthcare Import that allows you to import the amount you expect to see in Box 12, DD.
If you are one supplier, can you “build” all the files at one time in the Greenshades Tax Filing Center or do you have to do them individually?
You need to build the 941 and 940 separately since you need to use the editor to complete those forms.
All SUI and W2s you can build all at the same time, but they build individually.
We have year-end fringe benefits that need to be added. Is there an easy way to gross the taxes up instead of Avionte calculating?
There is a Net to Gross feature in Card view to get the numbers otherwise you might need to edit the check if you know what the gross should be. Otherwise, please create a ticket to get specific help.
We been having issues where employee records get duplicated, would this affect the W-2 process?
This will affect the W-2s. You would have duplicate W-2s, and they would need to be cleaned up or merged prior to year-end processing.
Can we run SSN verification through Greenshades?
We do not recommend running that through Greenshades as it takes several hours or even days to process. Avionte offers an export/import process that will help you with the SSN Verification Service offered by the SSA.
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