This page (revision-8) was last changed on 26-Nov-2021 10:22 by kparrott

This page was created on 26-Nov-2021 10:22 by jmyers

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
8 26-Nov-2021 10:22 2 KB kparrott to previous
7 26-Nov-2021 10:22 2 KB kparrott to previous | to last
6 26-Nov-2021 10:22 2 KB eyeung to previous | to last
5 26-Nov-2021 10:22 2 KB kparrott to previous | to last US_Annual_Qtrly_Reporting_GEN ==> Tax Reporting - US General
4 26-Nov-2021 10:22 2 KB jmyers to previous | to last
3 26-Nov-2021 10:22 2 KB jmyers to previous | to last
2 26-Nov-2021 10:22 12 KB jmyers to previous | to last
1 26-Nov-2021 10:22 9 KB jmyers to last

Page References

Incoming links Outgoing links
Tax Reporting - AK
Tax Reporting - AK

Version management

Difference between version and

At line 3 changed one line
!!!ALASKA ANNUAL AND QUARTERLY REPORTING
!!!ALABAMA ANNUAL AND QUARTERLY REPORTING
!!What's New for Tax Year 2011
There are no noted file format changes in wage reporting for tax year 2011 for the state of Alabama.
At line 6 changed one line
This document contains abbreviated set up requirement for the specific state only, please refer to the general document ([Tax Reporting - US General]) for other setup procedure that may also be required.
This document contains abbreviated set up requirement for the state of Vermont only, please refer to the general document ([US_Annual_Qtrly_Reporting_GEN]) for other setup procedure that may also be required.
At line 9 changed 3 lines
*The [IDGV Definition|IDGV#DefinitionTab] tab must be set up for 'State Registration' for State/Province: Alaska.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for 'State Registration' for State/Province: Alaska.
*'W2 STATE MEDIA FILING' - Must be ‘02’ to generate AK State magnetic media file for AK State only.
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up for 'State Registration' for State/Province: Alabama.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for 'State Registration' for State/Province: Alabama.
*'W2 STATE MEDIA FILING' - Must be ‘02’ to generate AL State magnetic media file for AL State only.
At line 14 changed 2 lines
*Alaska does not have state income tax.
*The Alaska Department of Labor also accepts UI quarterly wages via magnetic media using the AK state format
*For 20xx reporting, the Alabama Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 file format
*The Alabama Department of Labor also accepts UI wage filing via media using the [ICESA] format.
*Records required for the W2 reporting are: Code E,S,F.
*The only required Record code for W2 filing is RS
*Alabama State requires to file the AL State file by itself, therefore [IDGV] must be set up as follows:
**For State Registration of Alabama, the [IDGV Variables|IDGV#VariablesTab]:‘W2 STATE MEDIA FILING’ 02 – State requires its own file, do not include other State information in the State file.
At line 17 changed 4 lines
!!Quarterly UI Wage Reporting – Select ALASKA State
[RPYEU] must be run and the following selected to generate Alaska State file information:
|Media Format|State SUI File Format
|Select State|Alaska, USA
!Annual W2 Wage Reporting – EFW2
[RPYEU] must be run and the following selected to generate Alabama State UI Wage file information:
At line 22 changed 13 lines
!!STATE UI Wage MAGNETIC MEDIA REPORTING – State Format
!Header Record Format
||Column||Description||Source
|1-1|Transaction Code|Constant Letter ‘H’
|2-9|Employer Account Number\\ \\SUI Registration Number from [IDGV]|
|10-13|Reporting Year|
|14-14|Quarter (single value 1,2, 3, or 4)|
|15-20|Number of Wage items\\ \\Number of Code ‘D’ records|
|21-31|Total Wages S9(9)V99 \\ \\(Signed, no $ or Decimal)|
|32|Source Code|Constant ‘E’
|33-105|Not Used\\ \\Fill with blanks|
|106-113|Batch Number\\ \\Not used, fill with zeros|
|114-117|Batch Item\\ \\Not used, fill with zeros|
|Media Format|State File Format
|Select State|Alabama, USA
|Report List Filters, Select State|Alabama, USA
|Parameters, Annual Form Code|(must be left blank in order to produce the EFW2 file format)
|Parameters, Period Type|Year
|Parameters, Period End Date|Year End Date (i.e. 31-Dec-2011)
|Parameters, Media Format|State File Format
At line 36 changed one line
!Detail Record Format
The Directory and Media File Name parameters must be populated or an output file will not be produced.
!!State Magnetic Media Reporting – EFW2 Format
%%information Note: Columns coded with AL indicates it is a Alabama specific requirement which is not the standard record format%%
!Record Name: Code RS - State Record
At line 38 changed 19 lines
|1-1|Transaction Code|Constant Letter ‘D’
|2-9|Employer Account Number |SUI Registration Number from [IDGV]
|10-13|Reporting Year|
|14-14|Quarter\\ \\Single value (1,2,3,or 4)|
|15-23|Social Security Number|From Employee Record
|24-48|Employee Last Name|
|49-63|Employee First Name|
|64-64|Employee Middle Initial|
|65-75|Employee Gross Wages S9(9)V99\\ \\(Signed, no $ or decimal)|
|76-76|Project Code\\ \\Not used, fill with zeros|
|77-81|Hourly Rate\\ \\Not used, fill with zeros|
|82-103|Occupational Code\\ \\Blank|
|104-105|Area Code\\ \\Blank|
|106-113|Batch Number\\ \\Not used, fill with zeros|
|114-117|Batch Item\\ \\Not used, fill with zeros|
----
![Notes|Edit:Internal.Tax Reporting - AK]
[{InsertPage page='Internal.Tax Reporting - AK' default='Click to create a new notes page'}]
|1-2|Record Identifier|Constant "RS"
|3-9 AL|Varies Fields\\ \\Not required|
|10-18 AL|Social Security Number|Derived from [IDFDV] Field Identifier: ‘W2-EE-SSN’\\ \\If an invalid SSN is encountered, this field is entered with zeroes
|19-33 AL|Employee First Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’
|34-48 AL|Employee Middle Name or Initial|Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’
|49-68 AL|Employee Last Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’
|69-247 AL|Varies Fields\\ \\Not required|
|248-266 AL|State Employer Account Number and Federal Employer Identification Number|Derived from [IDFDV] Field Identifier: ‘W2-STATE-REGIST’ for the reporting state\\ \\For the state of Alabama, this number should contain the State ER Number in columns 248-257 (right justify and zero fill, and the Federal ER ID Number in columns 258-266)
|267-273|Not Required|
|274-275|State code, or the appropriate FIPS postal numeric code|Derived from the State being reported\\ \e.g. Alabama state code is “AL”, FIPS postal numeric code is "01" (either is acceptable)
|276-286|State Taxable Wages|Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’
|287-297|State Income Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-ST-TAX-HOME’ and ‘W2-ST-TAX-WORK’
|298-307 AL|Federal Income Tax withheld|
|308-337 AL|Blank|
|338-348 AL|Use to report 1099 income from which Alabama tax was withheld\\ \\Zeros|
|349-392 AL|Blank|
|393-396 AL|Payment Year\\ \\Enter year for which this report is being prepared|
|397-512 AL|Not required|
At line 61 added 4 lines
!!State Quarterly UI Wage Reporting – Standard Format
[RPYEU] must be run and the following selected to generate Alabama State file information:
|Media Format|State SUI File Format
|Select State|Alabama, USA
At line 59 changed one line
* The state of Alabama must be selected in the 'Report List Filters'.
*Annual Form Code - Use the standard supplied form code HL$US-W2-2012. The Variables need to be entered in this form code for specific use in the installation.
*The ‘Quarterly Form Code’ must be entered in order to produce UI wage file in Standard format.
*Use the supplied form code 'HL$US-QTR-2012'. The Variables need to be entered in this form code for specific use in the installation.
*Period Type:Quarter
*Period End Date:Enter the quarter end date, i.e. 30-Jun-2011
*Media File Type:State SUI File Format\\ \\
*If the Directory Name/Media File Name is not supplied, an output file will not be produced.
At line 75 added 3 lines
!!State UI UI Wage Magnetic Media Reporting – Standard File Format
%%information Please note that the following ‘Not Required’ fields may or may not always contain blanks.%%
%%information Note: Columns coded with 'AL' indicate that the column is a Alabama specific requirement which is not the standard record format%%
At line 79 added 14 lines
!Record Name: Code A - Transmitter Record
||Column||Description||Source
|1-1|Record Identifier|Constant ‘A’
|2-5 AL|Year\\ \\Enter year for which this report is being prepared |From user specified FROM-TO period converted to YYYY
|6-14|Transmitter’s Federal EIN\\ \\Enter only numeric characters; omit hyphens, prefixes and suffixes\\ \\This is always obtained from the State SUI registration|Derived from [IDFDV] Field Identifier: ‘TRAN EIN’
|15-18 AL|Taxing Entity Code|Constant ‘UTAX’
|19-23 AL|Blank|
|24-73|Transmitter Name\\ \\Enter the transmitter name of the organization submitting the file|Derived from [IDFDV] Field Identifier: ‘TRAN NAME’
|74-113|Transmitter Street Address\\ \\Enter the street address of the organization submitting the file|Derived from [IDFDV] Field Identifier: ‘TRAN ADDRESS’
|114-138|Transmitter City\\ \\Enter the city of the organization submitting the file|Derived from [IDFDV] Field Identifier: ‘TRAN CITY’
|139-140|Transmitter State\\ \\Enter the standard two character FIPS postal abbreviation|Derived from [IDFDV] Field Identifier: ‘TRAN STATE’
|141-153 AL|Blank|
|154-158|Transmitter ZIP Code\\ \\Enter a valid ZIP code|Derived from [IDFDV] Field Identifier: ‘TRAN ZIP CODE’
|159-275 AL|Blank|
At line 94 added 11 lines
!Record Name: Code B - Authorization Record
||Column||Description||Source
|1-1|Record Identifier|Constant ‘B’
|2-5 AL|Reporting Period\\ \\Month end date of the quarter for which this report is being prepared (i.e. 0903 for third quarter of 2003)|
|6-14|Transmitter’s Federal EIN\\ \\Enter only numeric characters\\ \\BASIC EIN|
|15-22|Computer\\ \\Enter the manufacturer’s name|Derived from [IDFDV] Field Identifier: ‘BASIC COMPUTER’
|23-24|Internal Label\\ \\ ‘SL’, ‘NS’, ‘NL’, ‘AL’, or blank for diskette|Derived from [IDFDV] Field Identifier: ‘BASIC INTERNAL LABEL’ (seq 2100, first 2 characters)
|25-25|Blank|
|26-27|Density\\ \\‘16’, ‘62’, ‘38’, or blank for diskette|Derived from [IDFDV] Field Identifier: ‘BASIC DENSITY’ (seq 2110)
|28-30|Recording Code (Character Set)\\ \\“EBC’, or ‘ASC’. Always ‘ASC’ for diskette|Derived from [IDFDV] Field Identifier: ‘BASIC RECORDING MODE’ (seq 2120, first 3 characters)
|31-275 AL|Blank|
At line 106 added 12 lines
!Record Name: Code E - Employer Record
||Column||Description||Source
|1-1|Record Identifier|Constant ‘E’
|2-5 AL|Reporting Period\\ \\Month end date of the quarter for which this report is being prepared (i.e. 0903 for third quarter of 2003)|
|6-14|Federal EIN\\ \\Enter only numeric characters|Derived from the [IDGV] State SUI Registration
|15-23|Blank|
|24-73|Employer Name\\ \\Enter the first 50 positions of the employer’s name exactly as registered with the state UI agency|Derived from the Entity
|74-158 AL|Blank|
|159-159 AL|Name Code|Constant ‘S’ to indicate that surname appears first
|160-160|Type of Employment\\ \\‘A’, ‘F’, ‘H’, ‘M’, ‘Q’, ‘R’, or ‘X’|Derived from [IDFDV] Field Identifier: ‘TYPE OF EMPLOYMENT’
|161-162|Blocking Factor\\ \\Enter blocking factor of the file, not to exceed 85\\ \\Enter blanks for diskette.
|163-27 AL|Blank|
At line 65 changed one line
!Record Name: Code S – Employee Wage Record
||Column||Description||Source
|1-1|Record Identifier|Constant ‘S’
|2-10|Social Security Number\\ \\Employee’s social security number; if not known, enter ‘I’ in position 2 and blanks in position 3-10|
|11-37 AL|Employee Name\\ \\Enter employee name as per Name Code ‘S’ (surname first, followed by first name)|
|38-123 AL|Blank|
|124-125 AL|State Code\\ \\Use standard FIPS postal abbreviation |Constant ‘AL’ for Alabama
|126-127 AL|Blank|
|128-131 AL|Reporting Period\\ \\Month end date of the quarter for which this report is being prepared (i.e. 0903 for third quarter of 2003)|
|132-140 AL|State Quarterly Total Wages\\ \\Enter total wages subject to state tax|
|141-150 AL|State Unemployment Insurance Account Number\\ \\Enter the DIR tax account number\\ \\SUI Registration Number from [IDGV]|
|151-275 AL|Blank|
At line 132 added 6 lines
!Record Name: Code T - Total Record
||Column||Description||Source
|1-1|Record Identifier|Constant ‘T’
|2-8|Total Number of Employees\\ \\The total number of ‘S’ records since the last ‘E’ record|
|9-21 AL|State QTR Total Gross Wages for employer\\ \\QTR gross wages subject to all taxes\\ \\Total of this field on all ‘S’ records since the last ‘E’ record|
|22-275 AL|Blank|
At line 139 added 5 lines
!Record Name: Code F - Final Record
||Column||Description||Source
|1-1|Record Identifier|Constant ‘F’
|2-8 AL|Total Number of Employees in File\\ \\Enter the total number of ‘S’ records in the entire file|
|9-275 AL|Blank|
At line 145 added 3 lines
----
![Notes|Edit:Internal.Tax Reporting - AK]
[{InsertPage page='Internal.Tax Reporting - AK' default='Click to create a new notes page'}]
At line 149 added one line
This page (revision-8) was last changed on 26-Nov-2021 10:22 by kparrottTop