For employees with a middle initial or suffix in their name, the application displays that employee's middle initial and suffix on earning statements and tax forms, including the outside of the printed versions, and on relevant reports in Year End > USA Year End.
Typically, Dayforce displays one tax form for each employee. Dayforce automatically generates multiple forms for US employees under the following circumstances:
- If employees have wages or taxes from more than one FEIN number.
- If employees have wages or taxes in more than one state.
- If employees have more than four deferred compensation items coded for display in Box 12 of Form W-2.
- If employees have more than three items coded for display in Box 14 of the Form W-2.
- If employees have wages or taxes for more than one local tax type.
- If employees have local taxes applied to wages that is aren’t located in their current state.
- If amendments were made to employee payroll information (wages or taxes) after you have committed tax forms for the year, which require you to submit amended forms.
When a third party sick pay provider is configured with Dayforce as the W-2 preparer, Dayforce automatically includes the associated earnings on the employee's regular W-2 form, and Box 13 is selected to indicate that third party sick pay is included in the form.
For organizations with employees who either live in Pennsylvania, or employees who live outside of Pennsylvania but who worked in Pennsylvania at some point during the tax year, note that Box 20 - Locality name on Form W-2 only displays the last available resident political subdivision code (or PSD). Box 20 does not display the PSD code for where the employee worked, because there might be several locations. Instead, the last available resident PSD Code is used to indicate where the employee lives.
If the application generates a preview of multiple forms for one employee, click the right and left arrows to cycle between them.