Tax Reporter (transaction PU19) has been restored to the Tax Reporter role.
Action Required: Please check any Adjustments (Employee Details) and Errors and Warnings using the Tax Reporter Log Manager. Please see PU19 Tax Reporter W-2 Annual Processing Procedures for instructions.
Note: Access to Tax Reporter (transaction PU19) was suspended at 8 p.m. on January 6 to prevent conflicts during statewide W-2 processing.
W-2 Production runs were executed with the following dates:
Reporting Period End Date: 12/31/2023
Consider Payroll Results up to: 01/10/2024
Manual adjustments: All manual adjustments completed by 8 p.m. on January 6 are included on the W-2s for 2023.
When reviewing log manager results for W-2s and 941s, watch for employee adjustments with the message ”Manual Adjustments Ignored.” If you encounter this message, contact the OFM Help Desk for assistance. Any further manual adjustments may require Forms W-2C/W-3C.
To provide agencies additional access to the PDF files created during 2023 year-end processing, we have extended spool retention until the end of January. Agencies will be able to review and download year-end PDF files until January 31.
W-2’s will be distributed to employees by Consolidated Mail Services. Employee W-2s are also available in MyPortal.
Technical Notes:
Downloading PDF Spools from SP01 (Output Controller)
To download spools created during the 2023 Year End Process:
1. Go to transaction SP01 and enter the following criteria:
Created By: enter an asterisk – example: *
Date created: enter 01/06/2024 to 01/11/2024
Title: enter asterisk, your agency Personnel Area, asterisk – example *1050*
2. Then select the execute button.
3. Double click the PDF icon to open the file.
4. Once the file is open, select Spool Request, then Forward, then Export as PDF.
5. It will take a moment for the file to build and then you will be prompted on where to save and what to name the file.
