W2 Correction File

After corrections have been made to employee's W2 records, you can create a corrections file to send to the IRS.  

1 - If your records are not locked on the Payroll > W2 > EFW2 File tab, lock them immediately.  NOTE:  the lock button on the EFW2 File screen does not appear until you have published the documents.

2 - On the EFW2 File tab, change the Filing Mode from Filing to Corrections and click Save.

3 - Make all your corrections in SchoolFi.  Ensure all corrections are made before you proceed to step 4

4 - On the EFW2 File tab, you will see that a W2 Correction Records box opens.  Use this box to generate the correction records.  Click on the "Re/create correction records" button.  You will see the count of records populate.   Next, use the "(Re)generate 202X-c file" button to download the corrections file you will send to the IRS and/or the State of NJ.

5 - We recommend that the district make any / all W2 corrections BEFORE transmitting the files to the IRS and/or the State of NJ.  Mainly because the District can keep SchoolFi in W2 correction mode to process any additional corrections.  If additional corrections are processed, the Re/create correction records button will need to be "pushed" to process the changes and the new corrections will be combined with the previously processed corrections and the file that is created will be cumulative of ALL corrections.  Multiple files can not be created and only a single file that encapsulates all corrections can be generated for upload to the IRS and/or the State of NJ. 

Publishing / Printing the W2C documents to the Employee Portal

To publish the W2c correction documents to the employee portal, navigate to the Payroll > W2 > Publish W2s to Doc Mgt tab and utilize the following options: