Form W-2 reconciliation report (PayrollW2Reconciliation) [AX 2012]

Updated: October 3, 2012

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.

NoteNote

This topic describes functionality that is available only if the Payroll - USA configuration key is selected.

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 筛选报表上的数据.

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.

The following topics explain how to print a report and how to filter and sort the data on a 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.

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.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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