W2 Consolidate Records

Use the W2 Consolidate Records routine to consolidate multiple employee W-2 records into one employee W-2 record.

Notes:  

• Generally, you run W2 Consolidate Records after you have run the Build W-2 Master Records routine to consolidate multiple employee W-2s to one.  For more information on the timing and sequence of steps, see the W-2 Reporting Procedure.

• The W2 Consolidate Records routine is optional.  You can choose to run it if you have employees who have multiple W-2s and you want to consolidate them into one employee W-2.

Directions:

To see directions for...

• Opening the W2 Consolidate Records routine, click More.

   

  1.  Click Utilities from the Menu Bar.

  2.  Click Misc Utilities.

  3.  Click W-2 Utilities.

  4.  5.  Click W2 Consolidate Records.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [t] [u] [w] [m] [b].

   

  W2 Consolidate Records Window Example:

  

   

   

• Choosing the selections at the prompt window, click More.

   

  W2 Consolidate Records Options Tip:  To see more information about a field, click the hyperlink for the field name.
  	To run the routine, click Proceed, or press [ENTER]. Keyboard shortcut: [ALT + p]
  	To escape from the routine: Click Cancel. Keyboard shortcut: [ALT + c] Or, click Close .
  Processing Window	Displays information pertaining to the various phases of the W2 Consolidate Records routine to guide you.  Important: The Processing Window displays Process Complete when the process is ended.  In addition, the Processing Window displays Records Consolidated xxx to notify you.
  	To close the W2 Consolidate Records program when Process Complete displays and the routine is finished, click Done. Keyboard shortcut:  [ALT + d]