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Contents of the Print Electronic W-4 Report Screen

Use the fields and options to configure the Print Electronic W-4 Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Select the radio button for the report that you wish to print.

Field Description
Report Type
  • Employee electronic W-4 report: Select this option to create a report that displays W-4 data for employees who have entered their W-4 information through the ESS/Federal W-4 application.
  • Missing electronic W-4 report: Select this option to create a report that displays the names and employee IDs of employees who do not have a record on the Employee Electronic W-4 table but do have information on the Employee Tax table.

Employee

Field Description
Option

This drop-down list provides the following range selections:

  • All: If you select option, the Start and End fields are disabled.
  • One: If you select option, the End field is disabled.
  • Range: If you select option, enter the starting and ending employee in the Start and End fields.
  • From Beginning: If you select option, the Start field is disabled.
  • To End: If you select option, the End field is disabled.
Start

If your range selection option is One, Range, or To End, enter, or click to select, the employees for which you want to start the range.

End

If your range selection option is Range or From Beginning; enter, or click to select, the employees with which you want to end the range.

Employee Non-Contiguous Range Select this checkbox to choose a non-contiguous range of employees. Use the Employee Non-Contiguous Ranges subtask to list the ranges of employees.

Taxable Entity

Field Description
Option

From the drop-down list, select One or All.

Start

If you selected One as the range selection option, enter, or click to select, the taxable entity that you want to include in the process.

W-4 Date

Field Description
Option

This drop-down list provides the following range selections:

  • All: If you select option, the Start and End fields are disabled.
  • One: If you select option, the End field is disabled.
  • Range: If you select option, enter the starting and ending date in the Start and End fields.
  • From Beginning: If you select option, the Start field is disabled.
  • To End: If you select option, the End field is disabled.
Start

If your range selection option is One, Range, or To End, enter, or click to select, the W-4 date for which you want to start the range.

End

If your range selection is Range or From Beginning ; enter, or click to select, the W-4 date with which you want to end the range.

Field Description
Print employee electronic W-4 history Select this check box to only print each selected employee's most current W-4 form. The employees must have entered their W-4 through the ESS application, Federal W-4.
Exclude terminated employees Select this check box if you wish to exclude any terminated employees from the report.
1st Sort Select the which field will be the first sort on the report. Options are:
  • Employee ID
  • Employee Name
  • Taxable Entity
2nd Sort Select the which field will be the second sort on the report. Options are:
  • Employee ID
  • Employee Name
  • W-4 Date

If you select Employee ID or Employee Name as the 1st Sort option, the W-4 Date option will default in the 2nd Sort field and the field will be disabled.

Subtask

Note:
Subtask Description
Employee Non-Contiguous Ranges If you selected the Employee Non-Contiguous Range checkbox, click this link to open the Employee Non-Contiguous Ranges subtask and enter a non-contiguous range of employees to include in the report.