Year end: Review employee name, address, and Social Security number

Invalid or missing employee information, such as Social Security numbers (SSNs), is a common reason for rejected W-2 filings and could affect the paychecks you create in the new year. Before you run your first payroll of the new year or create employee W-2s, make sure each employee's name, address, and SSN is correct.

To review your employees' details:

1. In the left navigation bar, click Reports.
2. Click All Reports, Manage Payroll, and then Employee Details.

Use the Search reports box to quickly find the report you want to run.

3. Click the Employee drop-down arrow, and then select All Employees to include any inactive or terminated employees paid in 2016.
   Why do I need to review and update my inactive employees?

   You must give a W-2 form to any employee you paid in 2016. This includes any active, inactive, or terminated employees.

4. Verify each employee's name, address, and SSN.

If you need to update employees' details:

1. In the left navigation bar, select Employees.
2. On the Employees page, click the name of the employee to update.
3. Click the pencil icon next to Pay.
4. Under the first question (for example,"What are Max's withholdings?"), click the pencil icon next to the answer (for example, Single, with no allowances). The W-4 form displays on the next page.
5. In the W-4 form, update the employee's name, address, and SSN.
6. Click Done.

See also

• Year-end FAQs

Still stuck? Contact us