Summary

The Combined W-2 Export tool is used by agencies using Multi-Muni relational databases to create a single W-2 export file from the parent database that includes W-2 data from both the parent and child databases. This tool is only accessible from the parent database.

Step by Step

• Open the Combined W-2 Export tool (PR> Utilities> Combined W-2 Export).
• The Batch Type field is used to specify the batch type for the export file. You can create combined W-2 export files for the W-2 process and the W-2 Adjustments process.
• The Current DB Batch Number field is used to select the batch in the parent database.
  • Enter a batch number or click the field search button to select a batch of the type selected above. Only batches processed in the parent database will be displayed on the selection screen.
  • Both Committed and Uncommitted batches can be selected.
  • Once a batch is selected, hover over the Batch Selections icon to see additional batch details.
• The Related DB Batch Number field is uses to select the batch from the child database.
  • Enter a batch number or click the field search button to select a batch of the type selected above. Only committed batches will be displayed on the selection screen.
• Once the parent and child batches have been selected, click the Export button to generate the combined W-2 export file.