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Before we begin processing W-2's, we need to ensure that specific areas in CDM+ Payroll is properly setup. These areas include:

  • Payroll Payer Records
  • Deduction Setup
  • Employee Records Setup and Housing Allowance Pay Item


Review Payer Records

Program > Payroll > Payer Records

  1. Click All in the lefthand sidebar to see all of the payer records that have been created. Select the one you will be filing W-2s.
  2. Ensure the Federal ID Number is correct.
  3. Review Company information and make sure it is correct. This information can be updated in the Aatrix Forms Viewer, but it will not be updated in CDM+. Also, ensure that the proper 941 Depository Frequency is selected. If Schedule B forms are needed, then select 'Semiweekly'. In this example, Monthly will be used.
  4. Review Contact information and ensure that it is correct. This can also be updated in Aatrix Forms Viewer, but it will not be updated in CDM+.
  5. Ensure a State is selected and the correct Tax ID is entered for the state.




Review 403-B Deductions to be printed on W-2's

Program > Payroll > Deduction Setup Records

Select the 403-B deduction in the Results list.

  1. Ensure the W-2 Field is correct for any deductions that will show on W-2s. You will also want to review other W-2 related deductions and ensure that the proper W-2 field is selected. You can contact your Tax Professional for this information.



Review Local Tax Setups

Select the Local Tax deduction in the Results list.

  1. Ensure the Tax Form field is set to 'Local Withholding'.
  2. Ensure the correct local tax account number is entered.
  3. Ensure the correct Local Type is selected.



Review Employee Record Setup

Program > Payroll > Employee Records

  1. Review the information under the W-2 section of the Employee Records Setup tab. For example, if an employee is contributing to a retirement plan, then the checkbox labeled 'Retirement Plan' must be checked. In addition, if there are employees who have elected to receive their W-2's electronically, the checkbox labeled 'Electronic W2 Only' should be checked. This also requires that you have signed authorizations from each employee electing to receive electronic W-2's. There will be NO paper W-2's generated for these employees.
  2. Now, let's look at the Housing Allowance Pay Item. Click on the Pay Items tab.




Review Employee Record Housing Allowance Pay Item W-2 Field Setup

  1. Ensure that the W-2 Line for the Housing Allowance is set to 'W2 Box 14 - Other' and the W2 Description reads 'Housing'.
  2. Click on the Taxes/Deduction tab.



Review Employee Record Housing Allowance Pay Item Setup

  1. Review of the information under Status is important to ensure the employee's Housing Allowance is properly setup. Housing Allowance should have all Tax items set to 'Exempt' and the 'Exclude from W-2' should be checked for all items. The 'Exclude from W-2' is especially critical. If these checkboxes are not checked, then the Housing Allowance will be included in Box 1 of the W-2.



Begin the W-2 Process

With the above items reviewed, we are ready to begin the processing of this year's W-2's.

Reports > Payroll Reports > Payroll Tax Forms

  1. Select 2020 W-2/W-3.
  2. Enter '2020' in the Year field.







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