Tuesday, December 15, 2009

Payroll Year-End Close and W-2 Forms Supportability

Yep, it's that time of the year again! And no, I am not referring to Christmas, Hannukah, Kwanzaa, or 1st of Muharram, though I respect all these celebrations. I am referring to the not-so-celebrated Payroll year-end close and submissions of W-2s -- at least here in the United States.

So here are a few things to keep in mind for a successful Payroll year-end close and printing of W-2 forms:

1. Apply the 2009 US Payroll Year-End Update

Just don't do it by yourself! If you use Microsoft Dynamics GP v10.0 Extender, do not install the 2009 U.S Payroll Year End Update. If you use U.S. Payroll in addition to Extender and need the country code changes or the 1099-R Distribution code changes, please contact Microsoft Technical Support to assist you in installing the update. This should be a free support case.

If you use Web Services for Microsoft Dynamics GP v10.0, the latest hotfix for Web Services must be installed prior to installing the 2009 U.S Payroll Year End Update above. Click HERE to download the latest hotfix for Web Services.

If you use Olympic Project Cost with Microsoft Dynamics GP v10.0, click HERE to download version PC1002.07. This release must be installed prior to installing 10.0 SP 4 or any later patch release including the Year End Update.

Finally, please review all installation instructions carefully and backup all your databases, reports and forms dictionaries BEFORE applying any of these patches.

Payroll Year-End Update Links:

Microsoft Dynamics GP 10.0 - 2009 U.S. Payroll Year End Update MicrosoftDynamicsGP-KB975174-v10-ENU.msp (Includes Service Pack 4)

Microsoft Dynamics GP 9.0 - 2009 US Payroll Year-end MicrosoftDynamicsGP-KB975177-v9-ENU.msp (Includes Service Pack 4)

2. Note on W-2 Forms

For W-2 forms supportability Microsoft has only tested Deluxe forms. If you use or purchase any other forms, chances are YOU WILL NOT get support in case something does not fit correctly.

You can visit Deluxe's page at https://www.microsoftbusinesschecks.com/index.jsp. If you go to the link choose "Search by" and then choose Microsoft Dynamics. Choose GP version 10 (all should be the same) and choose Laser or Continuous and click continue.You can use this page to compare it to other forms as this page will contain forms that are compatible with Dynamics GP. Deluxe even has available 4-up forms compatible with GP, nonetheless, this is one of those where you would like to check with Microsoft before committing to a particular format

Happy Payroll Year-End Closing!

Until next post!

Mariano Gomez, MVP
Maximum Global Business, LLC


Anonymous said...

Thanks for your tips. Once again we have updated with year end payroll files and our security settings have been blown open. Also, our "Employee Checks Stub on Top-D" report fialed to upgrade properly with error messages showing. Anyone else with these problems? Fixes? Robin in Sunny Florida

Nileema said...

Thanks for your valuable tips Mariano.
Payroll related work is an extra burden on the HR employees. Payment of salaries to the employees and doing other paperwork is a much headache. But a good payroll software can do this work efficiently.

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