Considerations for moving: Important- If your company data folders use different Federal or State Tax payer id's do not move the employee. Setup the employee in the new company. You will be issuing two W2's for this employee, the employee will appear in both companies under all Government forms etc.
When moving an employee from one data folder to another - for example from a field data folder to a salary data folder - check the following: - Both company folders must be in the same month/year
- Both company folders should use the same Federal Tax payer id - as these company folders will be merged for tax and 941 files. If you do not have the same Federal Tax Payer id, do not move the employee.
- Move the employee along with the checks for that employee to the other company folder. Move Checks first and use conditions.
- Do the data files share the following files (check File Locations):
- Tax files
- System file
NOTE: Remember to verify that this employee is setup correctly after you've moved them to the new company folder. The employee might be paid under a different Pay ID, have different benefits, deductions and fringes. Move the checks to the folder that the employee master file resides in so that reporting on master file matches the transaction files. The check records need to only be moved for the current tax year. Prior years can remain in the old file. Be aware that if reports are run on the current file with a date prior to the move date, the totals may not match prior reports due to the moved employee/check records. |