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!

MG.-
Mariano Gomez, MVP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com

Comments

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
December 30, 2009 at 11:52 AM
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.
July 29, 2011 at 2:50 AM
Post a Comment

Popular posts from this blog

DBMS: 12 Microsoft Dynamics GP: 0 error when updating to Microsoft Dynamics GP 2013 R2

Image
Hello all! It's been quite a while since I've actually written anything of remote interest to anyone who follows my blog, but at the same time, you will be pleased to know that I've been quite busy in the consulting front, with upgrades, server migrations, complex multi-instance postings involving 10's of thousands of transactions, wrapping up some Field Service Automation projects, and the list goes on and on. This time around I want to bring to the forefront, an issue I encountered updating  from Microsoft Dynamics GP 2013 SP2 to Microsoft Dynamics GP 2013 R2 plus the latest service pack. Background My client requested a server migration to a new environment where they wanted to deploy Dynamics GP 2013 R2 web client (plus the latest service pack) and upgrade their relational database management system to Microsoft SQL Server 2014. This is something I'm absolutely comfortable with (for the most part) given also that my client was sitting at Microsoft Dynamics...
Read more

Do I have to use those "Z-" currency IDs in GP?

Image
I know this seems like a trivia question, but recently I have come across a number of clients who have been using Microsoft Dynamics GP for a number of years and have been told by their former partners that they *must* use the predefined currency IDs created after adding the sample company, with no real explanation to support these claims. Case in point, my new client in Saudi Arabia, has been struggling for years to understand why they were told to prefix all currency IDs with the "Z-". So they went ahead and setup "Z-SR" for the Saudi Real. If you are familiar with Microsoft Dynamics GP and the sample company, Fabrikam, you may have noticed by now that after adding the sample company (which is not a requirement by any means), you will get a number of predefined currencies such as Z-US$ (US Dollars), Z-UK (British Pounds), Z-C$ (Canadian Dollars), Z-AUD (Australian Dollars), and so forth, accompanied by a number of exchange rate tables. If you are not familiar wi...
Read more

Microsoft Dynamics GP Scrolling Windows and Line Sequence Numbers

Image
I thought I would write about something meaningless that no one really thinks about. However, I realized that this is a compelling topic since it makes for some interesting discussion around the ability to insert line items withinin most transaction scrolling windows. Let’s take some time to understand where Line Sequence Numbers come from. A Line Sequence Number is auto generated by Dynamics GP and uses a seed value of 16,384 as a basis for the first line. Each subsequent line in the scrolling window is incremented by this number, so line number 2 would have a Line Sequence Number value of 32,768, line number 3 would have Line Sequence Number Value of 49,152, and so on. Since most GP transaction entry scrolling windows allow inserting rows in between line items, the newly inserted Line Sequence Number value is calculated as an average between the previous and the next line item sequences, i.e., if you were to insert an item in between row 1 and row 2 in the scrolling window -- keep in...
Read more