Form W-2 reconciliation report (PayrollW2Reconciliation)
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Use this report to balance Form W-2s and to run validation before you issue Form W-2s to workers.
Note
This topic describes functionality that is available only if Payroll for Microsoft Dynamics AX 2012 is installed.
How to filter the data on this report
When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.
Field |
Description |
|---|---|
Tax year |
Enter the tax year to reconcile Form W-2s for. |
Print social security number |
Select this check box to print the workers’ Social Security Numbers on the report. We recommend that you avoid printing Social Security Numbers whenever possible. |
Personnel number |
Click Select to specify the worker personnel numbers to filter the report by. |
How to work with reports
The following topics explain how to print a report and how to filter and sort the data on a report.
Details of this report
The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.
Detail |
Description |
|---|---|
Name of report in the AOT |
PayrollW2Reconciliation |
Location of report in the AOT |
SSRS\Reports\PayrollW2Reconciliation |
Menu item of the report |
PayrollW2Reconciliation |
Navigation to the report |
Click Payroll > Reports > Tax > Annual reports > Form W-2 reconciliation. |
Where the data in this report comes from
The data on this report comes from the following sources:
DirPartyTable
DirPersonName
HCMWorker
PayrollTaxCode
PayrollW2ReconciliationTmp
PRLUSTaxTransactionHistory
If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.
Open the AOT.
Locate the report in the SSRS Reports\Reports node.
Right-click the report and click Add-Ins > Cross-reference > Using (instant view).