How to process a test "payroll year-end" close by using live payroll data in Microsoft Dynamics GP

Applies to: Dynamics GP 2010

INTRODUCTION


This article describes how to process a test "payroll year-end" close by using live payroll data in Microsoft Dynamics GP. You can use this process to determine whether payroll information is set up correctly. Additionally, you can use this process to determine whether all the numbers in the report are the numbers that you expect.

More Information


To process a test "payroll year-end" close by using live payroll data, you can review the W-2 information. You can review the W-2 information without officially closing the year. To do this, follow these steps:
  1. Make a backup of the company database.
  2. Use the appropriate step:
    • In Microsoft Dynamics GP 10.0, click Microsoft Dynamics GP, click Tools, select Routines, click Payroll, and then click Year-End Closing.
    • In Microsoft Dynamics GP 9.0, click Tools, select Routines, click Payroll, and then click Year-End Closing.
  3. Type the correct reporting year in the Create Year-End Wage File for Year field, and then click Process.
  4. To review the W-2 information, use the appropriate step:
    • In Microsoft Dynamics GP 10.0, click Microsoft Dynamics GP, click Tools, click Routines, click Payroll, and then click Edit W-2s.
    • In Microsoft Dynamics GP 9.0, click Tools, click Routines, click Payroll, and then click Edit W-2s.
  5. In the Year-End Closing window, click to select the Create Year-End Wage File check box, and then click Process. Make sure that you are using the current year.
  6. When you are prompted to delete the "Year-End Wage" file, click Delete.
  7. When you are prompted to re-create the files, click Cancel. Do not click Create at this point. You must delete the "Year-End Wage" file by following this process. If you do not use this process, you will be unable to process any payroll.
This article was TechKnowledge Document ID: 26576