Year End Reports

[former_member187573]

Our payroll team leaders are new this year and are missing documentation from the previous payroll manager. Can you help them with these questions?

• What reports do you run as part of your year-end process?
• What specific report do you use to validate and reconcile W2 totals?
• What reports do you use to reconcile and validate any negative YTD wages and deductions?
• Would you be willing to share any YE checklist that you use for your process on SAP?

For the last bullet, SAP used to offer a YE checklist, but I do not see one for 2018. I have shared with them ones from years past. We have pointed them to the Reconciliation report and will download a recent guide for them.

Thank you in advance for any information you can share.

[former_member187573]

Thank you, Tammy, for your quick response. I did share the link to the webcast with them and did send the info as well, but will try again. Neither have worked with SAP before, so I think they may be a little overwhelmed. Payroll switched to ADP for year end W2 filing a few years ago and I'm afraid I have been out of the loop as far as their processes go since then.

Thanks, again,

Connie

[TammyPowlas]

Hi Connie - our team follows the SAP direction in this year-end USA payroll webcast - I encourage you to watch the replay here - you need to register with your email address. I believe it will cover most of your questions. Good luck