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Set Up Annual Statements

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

For the Annual Statements to appear for employees in J1 Web, complete the following in J1 Desktop.

Setting Up W-2s

The following J1 Desktop configurations must be in place to ensure W-2s appear correctly in J1 Web.

  • Ensure the correct information is entered into the W-2 Controls window.

  • W-2s need to be generated using the J1 Desktop Generate W-2s window in order for electronic W-2s to be available for employees in J1 Web.

    Tip

    To successfully use the J1 Desktop Generate W-2s window, including viewing the generated PDFs, you must have Ghostscript PDF Writer installed and your printer must be configured to Print to File. Refer to the latest J1 Desktop Installation Guide for detailed instructions.

  • To make sure the correct tax year is generated using the J1 Desktop Generate W-2s window, select the appropriate year from the Tax Year drop-down list on the J1 Desktop Payroll Controls window.

Additional capabilities in J1 Desktop:

  • Administrators can correct an employee's electronic W-2 consent status by either selecting or deselecting the Electronic W-2 checkbox on the Header tab of the J1 Desktop HR Employee Master (via Payroll or Personnel) window.

  • Administrators can edit individual W-2s for their employees using the Review W-2s/Edit W-2 Data option on the J1 Desktop Generate W-2s window.

Note

W-2 forms must be generated in J1 Desktop and employees must consent to receiving online forms before the annual statements appear in J1 Web.

Setting Up 1095-Cs

The following J1 Desktop configurations must be in place to ensure 1095-Cs appear correctly in J1 Web.

  • 1095-Cs need to be generated using the J1 Desktop Generate 1095-Cs window in order for electronic 1095-Cs to be available for employees in J1 Web.

    Tip

    To successfully use the J1 Desktop Generate 1095-Cs window, including viewing the generated PDFs, you must have Ghostscript PDF Writer installed and your printer must be configured to Print to File. Refer to the latest J1 Desktop  Installation Guide for detailed instructions.

  • To make sure the correct tax year is generated using the J1 Desktop Generate 1095-Cs window, select the appropriate year from the Tax Year drop-down list on the J1 Desktop Payroll Controls window.

Additional capabilities in J1 Desktop:

  • Administrators can correct an employee's electronic 1095-C consent status, by either selecting or deselecting the Electronic 1095-C checkbox on the Header tab of the J1 Desktop HR Employee Master (via Payroll or Personnel) window.

  • Administrators can edit individual 1095-Cs for their employees using the Review 1095-Cs/Edit 1095-C Data option on the J1 Desktop Generate 1095-Cs window.

Note

1095-C forms must be generated in J1 Desktop and employees must consent to receiving online forms before the annual statements appear in J1 Web.