This page (revision-30) was last changed on 26-Nov-2021 10:22 by Meg McFarland

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Tax Reporting - AL
Tax Reporting - AL

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At line 7 changed one line
This document contains abbreviated set up requirement for the state of Vermont 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 requirements for the state of Alabama only. Please refer to the general document ([Tax Reporting - US General]) for other setup procedures that may also be required.
At line 10 changed 3 lines
*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.
*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 defined as '02' to generate the State magnetic media file for AL State only
At line 15 changed one line
*For 2013 reporting, the Alabama Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 file format
*The Alabama Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 file format
At line 17 changed 2 lines
*Records required for the W2 reporting are: Code A,E,S,T,F.
*The only required Record code for W2 filing is RS
*The only required Record Code for W2 filing is RS
*Optional Record Codes for W2 reporting are: RA, RE, RT, RF
At line 20 changed one line
**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.
**For State Registration of Alabama, the [IDGV Variables|IDGV#VariablesTab]:'W2 STATE MEDIA FILING' must be defined as '02 State requires its own file'. Do not include other State information in the State file.
At line 22 changed 3 lines
!Annual W2 Wage Reporting EFW2
[RPYEU] must be run and the following selected to generate Alabama State UI Wage file information:
!!Annual W2 Magentic Media Wage Reporting - EFW2 Format
[RPYEU] must be run with the following report parameters and filters selected to generate the Alabama State file information: \\ \\
__Report Parameters__
|Annual Form Code|Use the standard form code, such as 'HL$US-W2-YYYY'
|Period Type|Year
|Period End Date|Year End Date, such as 31-Dec-YYYY
At line 30 added 5 lines
|Directory Name|__Must be defined or an output file will not be generated__
|Media File Name|__Must be defined or an output file will not be generated__
\\
__Report Filters__
At line 27 removed 5 lines
|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-2016)
|Parameters, Media Format|State File Format
At line 33 removed one line
The Directory and Media File Name parameters must be populated or an output file will not be produced.
At line 35 changed 2 lines
!!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%%
!Annual W2 Electronic File Specifications
__Note:__ Columns coded with AL indicates it is a Alabama specific requirement which is not the standard record format
At line 42 changed 4 lines
|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€™
|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
At line 47 changed 2 lines
|248-257 AL|State Employer Account Number|Derived from [IDFDV] Field Identifier: €˜W2-STATE-REGIST for the reporting state|
|258-266 AL|Federal Employer Identification Number|Derived from [IDFDV] Field Identifier: €˜W2-FED-REGIST for the reporting federal government|
|248-257 AL|State Employer Account Number|Derived from [IDFDV] Field Identifier: W2-STATE-REGIST for the reporting state|
|258-266 AL|Federal Employer Identification Number|Derived from [IDFDV] Field Identifier: W2-FED-REGIST for the reporting federal government|
At line 50 changed 3 lines
|274-275|State code, or the appropriate FIPS postal numeric code|Derived from the State being reported\\ e.g. Alabama state code is €œAL€, 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™
|274-275|State code, or the appropriate FIPS postal numeric code|Derived from the State being reported\\ Example: 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
At line 57 changed one line
|393-396 AL|Payment Year\\ \\Enter year for which this report is being prepared|
|393-396 AL|Payment Year\\Enter year this report is being prepared for|
At line 60 changed 2 lines
!!State Quarterly UI Wage Reporting Standard Format
[RPYEU] must be run and the following selected to generate Alabama State file information:
!!State Quarterly UI Wage Reporting - ICESA Format
!RPYEU
[RPYEU] must be run with the following report parameters and filters selected to generate the Alabama State file information: \\
__Report Parameters__
|Annual Form Code|Use the standard form code, such as 'HL$US-W2-YYYY'
|Period Type|Quarter
|Period End Date|Enter the quarter end date, such as 30-Jun-20YY
At line 71 added 5 lines
|Directory Name|__Must be defined or an output file will not be generated__
|Media File Name|__Must be defined or an output file will not be generated__
\\
__Report Filters__
At line 65 removed 8 lines
* The state of Alabama must be selected in the 'Report List Filters'.
*Annual Form Code - Use the standard supplied form code HL$US-W2-2017. The Variables need to be entered in this form code for specific use in the installation.
*The Quarterly Form Code must be entered in order to produce UI wage file in Standard format.
*Use the supplied form code 'HL$US-QTR-2013'. 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-2016
*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 74 changed 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%%
!!State UI Magnetic Media Wage Reporting - ICESA 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 State specific requirement which is not the standard record format%%
At line 80 changed 4 lines
|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|Transmitters 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€™
|1-1|Record Identifier|Constant "A"
|2-5 AL|Year \\Enter the year this report is being prepared for|From user specified FROM-TO period converted to YYYY
|6-14|Transmitters 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"
At line 85 changed 4 lines
|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€™
|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
At line 90 changed one line
|154-158|Transmitter ZIP Code\\ \\Enter a valid ZIP code|Derived from [IDFDV] Field Identifier: TRAN ZIP CODE€™
|154-158|Transmitter ZIP Code\\Enter a valid ZIP code|Derived from [IDFDV] Field Identifier: TRAN ZIP CODE
At line 95 changed 5 lines
|1-1|Record Identifier|Constant €˜B
|2-5 |Reporting Period\\ \\Month end date of the quarter for which this report is being prepared (i.e. 0916 for third quarter of 2016)|
|6-14|Transmitter€™s Federal EIN\\ \\Enter only numeric characters\\ \\BASIC EIN|
|15-22|Computer\\ \\Enter the manufacturers 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)
|1-1|Record Identifier|Constant "B"
|2-5|Reporting Period\\Enter the month end date of the quarter this report is being prepared for. Example: 0916 for third quarter of 2016|
|6-14|Transmitters Federal EIN\\ \\Enter only numeric characters\\ \\BASIC EIN|
|15-22|Computer\\ \\Enter the manufacturers 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)
At line 101 changed 2 lines
|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)\\ \\œEBC, or ASC€™. Always ASC for diskette|Derived from [IDFDV] Field Identifier: BASIC RECORDING MODE€™ (seq 2120, first 3 characters)
|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)
At line 107 changed 10 lines
|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. 0916 for third quarter of 2016)|
|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|
|1-1|Record Identifier|Constant "E"
|2-5 AL|Year\\Enter the year this quarterly report is being prepared for (YYYY).
|6-15|Federal EIN\\Enter only numeric characters|Derived from the [IDGV] State SUI Registration
|16-23|Blank|
|24-74|Employer Name\\Enter the first 50 positions of the employer's name exactly as registered with the state UI agency|Derived from the Entity
|74-138 AL|Blank|
|139-140 AL|State Code|Constant "01"
|141-166|Blank
|167-171 AL|Taxing Entity Code|Constant "UTAX"
|172 AL|Blank
|173-183 AL|Employer Account Number
|184-187 AL|Blank
|188-190|Quarter|Enter the two digit month of the last quarter this report is being prepared for. Example: '09' means 3rd quarter
|191-275|Blank
At line 118 changed one line
!Record Name: Code S Employee Wage Record
!Record Name: Code S - Employee Wage Record
At line 120 changed 10 lines
|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. 0916 for third quarter of 2016)|
|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|
|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|
|11-30 AL|Employee Last Name
|31-42 AL|Employee First Name
|43 AL|Middle Initial
|44-45 AL|State Code\\Use the standard FIPS postal abbreviation. \\Constant "AL" for Alabama
|46-49|Quarter and Year|Enter the two digit month of the last quarter followed by the last two digits of the year this report is being prepared for. Example 0916 means 3rd quarter 2016
|50-63 AL|Wages|Enter total wages subject to state tax. No decimals
|64-146|Blank
|147-156 AL|State Unemployment Insurance Account Number\\ \\Enter the DIR tax account number\\ \\SUI Registration Number from [IDGV]|
|157-275 AL|Blank|
At line 133 changed 4 lines
|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|
|1-1|Record Identifier|Constant "T"
|2-8|Reported Total Number of Employees\\ \\The total number of 'S' records since the last 'E' record|
|13-26 AL|State QTR Total Gross Wages for employer. QTR gross wages subject to all taxes. No decimals\\Total of this field on all 'S' records since the last 'E' record|
|27-275 AL|Blank|
At line 140 changed 3 lines
|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|
|1-1|Record Identifier|Constant "F"
|2-11 AL|Reported Total Number of Employees.\\Enter the total number of 'S' records in the entire file|
|12-275 AL|Blank|
This page (revision-30) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop