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Page References

Incoming links Outgoing links
Tax Reporting - AZ
Tax Reporting - AZ

Version management

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At line 5 added 13 lines
!!What's New for Tax Year 2013
The following changes have been noted for reporting W2 wages to the Federal Government:
*W2 File - RA Record – Submitter Record: New specifications have been added to the ‘Contact
E-Mail/Internet’ (positions 446-485) field.
* W2 File - RE Record – Employer Record: The ‘Other EIN’ (positions 31-39) is now applicable
to all tax jurisdiction codes.
* W2 File - RE Record – Employer Record: Five new fields have been added to the RE Employer
Record (position 222-318)
\\o Employer Contact Name (positions 222-248)
\\o Employer Contact Phone Number (positions 249-263)
\\o Employer Contact Phone Extension (positions 264-268)
\\o Employer Contact Fax Number (positions 269-278)
\\o Employer Contact E-Mail/Internet (positions 279-318)
At line 7 changed one line
This document contains abbreviated set up requirements for the state of Arizona only. Please refer to the general document ([Tax Reporting - US General]) for other setup procedures that may also be required.
This document contains abbreviated set up requirement for the state of Arizona only, please refer to the general document ([Tax Reporting - US General]) for other setup procedure that may also be required.
At line 12 changed 2 lines
*'W2 STATE MEDIA FILING' - AZ state accepts W2 wage report with Federal and other state information, therefore, the Media Filing variable should be set to ‘01’, which includes State information in the Federal File.
**However it must be set to ‘02’ if a W2 magnetic media file is required for the state of AZ only
*'W2 STATE MEDIA FILING' - AZ state accepts W2 wage report with Federal and other state information, therefore, the Media Filing variable can be set to ‘01’, which will include state information in the Federal File. (However it must be set to ‘02’ if a W2 magnetic media file is required for the state of AZ only)
At line 15 changed 3 lines
!State File Procedures
*The Arizona Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 format.
*Records required for the W2 reporting are: Code RA, RE, RW, RS, RT, RV and RF. Optional records are: Code RO and RU.
!!State File Procedures
*The Arizona Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 (formerly MMREF1) format.
*Records required for the W2 reporting are: Code RA,RB,RE,RS,RT,RF.
At line 23 changed one line
[RPYEU] must be run with the following report parameters and filters selected to generate the Arizona State file information: \\ \\
[RPYEU] must be run and the following selected to generate Arizona State file information:
|Media Format|State SUI File Format
|Select State|Arizona, USA
|Report List Filters, Select State|Arizona USA
|Parameters, Annual Form Code|(example: use standard form code‘HL$US-W2-2014’)
|Parameters, Period Type|Year
|Parameters, Period End Date|Year End Date (i.e. 31-Dec-2013)
|Parameters, Media Format|State File Format
The Directory and Media File Name parameters must be populated or an output file will not be produced.
At line 25 removed 12 lines
__RPYEU Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$US-W2-20YY'
|Period Type|Mandatory. Defines the period type. Enter "Year" for Annual reporting and "Quarter" for quarterly reporting.
|Period End Date|Mandatory. Defines the end date of the reporting period. Enter in DD-MMM-YYYY format
|Media Format|Mandatory. Set to State File Format \\Defines the Federal file format for SSA reporting (includes 'RW' and 'RS' records).
|Directory Name| Mandatory. Defines the name of the government Magnetic Media file. Must be defined or an output file will not be produced
|Media File Name|Mandatory. Defines the media file name of the data being uploaded. Must be defined or an output file will not be produced
__RPYEU Report Filters__
|Select State: Arizona, USA
At line 40 changed one line
!Record Name: Code RA – Submitter Record (Same as Federal Code RA)
!Record Name: Code RA – Submitter Record
At line 43 changed one line
!Record Name: Code RE – Employer Record (Same as Federal Code RE)
!Record Name: Code RE – Employer Record
At line 45 changed 4 lines
\\
!Record Name: Code RW – Employee Record (Same as Federal Code RW)
[{InsertPage page='W2_EFW2_RECORD_RW'}]
\\
\\ \\
At line 50 changed 3 lines
!Record Name: Code RO – Employee Record (Same as Federal Code RO, Optional)
[{InsertPage page='W2_EFW2_RECORD_RO'}]
\\
;Multiple Code RS Records:Multiple code RS records are generated for an employee if there are applicable county, city or school district tax information to be reported for a State. In this case, the State wages and tax will be zero for the subsequent code RS records.
At line 54 changed 12 lines
!Record Name: Code RS – State Record (Same as Federal Code RS)
[{InsertPage page='W2_EFW2_RECORD_RS'}]
\\
!Record Name: Code RT – Total Record (Same as Federal Code RT)
[{InsertPage page='W2_EFW2_RECORD_RT'}]
\\
!Record Name: Code RU – Total Record (Same as Federal Code RU, Optional)
[{InsertPage page='W2_EFW2_RECORD_RU'}]
\\
!Record Name: Code RV – State Total Record (Same as Federal Code RV)
[{InsertPage page='W2_EFW2_RECORD_RV'}]
\\
!Record Name: Code RT - Total Record
||Column||Description||Source
|1-2|Record Identifier|Constant "RT"
|3-9|Number of RS Records\\ \\Total number of code "RS" records reported since last code "RE" record|
|10-24|Wages, Tips and Other Compensation|Derived from [IDFDV] Field Identifier: ‘W2-FIT-WAGE’, total of all code "RW" records since last "RE" record
|25-39|Federal Income Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-FIT-TAX’, total of all code "RW" records since last "RE" record
|40-54|Social Security Wages|Derived from [IDFDV] Field Identifier: ‘W2-SSN-WAGE’, total of all code "RW" records since last "RE" record
|55-69|Social Security Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-SSN-TAX’, total of all code "RW" records since last "RE" record
|70-84|Medicare Wages and Tips|Derived from [IDFDV] Field Identifier: ‘W2-MEDI-WAGE’, total of all code "RW" records since last "RE" record
|85-99|Medicare Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-MEDI-TAX’, total of all code "RW" records since last "RE" record
|100-114|Social Security Tips|Derived from [IDFDV] Field Identifier: ‘W2-SSN-TIP’, total of all code "RW" records since last "RE" record
|115-129|Advanced Earned Income Credit|Derived from [IDFDV] Field Identifier: ‘W2-EIC’, total of all code "RW" records since last "RE" record
|130-144|Dependent Care Benefits|Derived from [IDFDV] Field Identifier: ‘W2-DEP-CARE’, total of all code "RW" records since last "RE" record
|145-159|Deferred Compensation Contributions to Section 401(k)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-D’, total of all code "RW" records since last "RE" record
|160-174|Deferred Compensation Contributions to Section 403(b)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-E’, total of all code "RW" records since last "RE" record
|175-189|Deferred Compensation Contributions to Section 408(k)(6)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-F’, total of all code "RW" records since last "RE" record
|190-204|Deferred Compensation Contributions to Section 457(b)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-G’, total of all code "RW" records since last "RE" record
|205-219|Deferred Compensation Contributions to Section 501(c)(18)(D)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-H’, total of all code "RW" records since last "RE" record
|220-234|Filler|
|235-249|Non-Qualified Plan Section 457|Derived from [IDFDV] Field Identifier: ‘W2-NQUAL-457’, total of all code "RW" records since last "RE" record
|250-264|Employer Contribution to a Health Savings Account|Derived from [IDFDV] Field Identifier: ‘W2-CODE-W’, total of all code ‘RW’ records since last ‘RE’ record
|265-279|Non-Qualified Plan Not Section 457|Derived from [IDFDV] Field Identifier: ‘W2-NQUAL-N457’, total of all code "RW" records since last "RE" record
|280-309|Blank|
|310-324|Employer Cost of Premiums for Group Term Life Insurance over $50000|Derived from [IDFDV] Field Identifier: ‘W2-CODE-C’, total of all code "RW" records since last "RE" record
|325-339|Income Tax Withheld by Third-Party Payer|Derived from [IDFDV] Field Identifier: SUB-3RD-PARTY-TAX’, total of all code "RW" records since last "RE" record
|340-354|Income from Non-statutory Stock options|Derived from [IDFDV] Field Identifier: ‘W2-CODE-V’, total of all code "RW" records since last "RE" record
|355-512|Blank|
At line 67 changed 3 lines
!Record Name: Code RF – Final Record (Same as Federal Code RF)
[{InsertPage page='W2_EFW2_RECORD_RF'}]
\\
!Record Name: Code RF - Final Record
||Column||Description||Source
|1-2|Record Identifier|Constant "RF"
|3-7|Blank|
|8-16|Number of RS Records\\ \\Total number of code "RW" records on file|
|17-512|Blank|
At line 71 changed 2 lines
!!Quarterly UI Wage Magnetic Media Reporting – EFW2 Format
Only record codes ‘RS’ and ‘RF’ are required for Arizona UI reporting. The other record codes are optional. \\ \\
!!State Quarterly UI Wage Magnetic Media Reporting – EFW2 Format
[RPYEU] must be run and the following selected to generate Arizona State file information:
|Media Format|State SUI File Format
|Select State|Arizona, USA
*Annual Form Code’ – use the standard supplied form code HL$US-W2-2014. The ‘Variables’ will need to be entered in this Form Code for use specifically in the installation.
*The ‘Quarterly Form Code’ must be blank in order to produce UI wage file in EFW2 format.
*Period Type: Quarter.
*Period End Date: Enter the quarter end date, i.e. 30-Jun-2013.
*Media File Type: State SUI File Format.
*If the Directory Name/Media File Name is not supplied, an output file will not be produced.
*Only record codes ‘RS’ and ‘RF’ are required for Arizona UI reporting, the other record codes are optional.
At line 74 changed one line
[RPYEU] must be run with the following report parameters and filters selected to generate the Arizona State file information: \\ \\
%%information: Please note that the following ‘Not Required’ fields may or may not always contain blanks.%%
At line 76 changed 9 lines
__RPYEU Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$US-W2-YYYY'
|Quarterly Form Code|Leave blank to generate the UI wage file in EFW2 format.
|Govt Interface Format|Mandatory. Leave blank to generate the UI wage file in EFW2 format.
|Period Type|Mandatory. Defines the period type. Enter "Quarter" for quarterly reporting.
|Period End Date|Mandatory. Defines the end date of the reporting period. Enter in DD-MMM-YYY format
|Media Format|Mandatory. Set to State SUI File Format \\Defines the Federal file format for SSA reporting (includes 'RW' and 'RS' records).
|Directory Name| Mandatory. Defines the name of the government Magnetic Media file. Must be defined or an output file will not be produced
|Media File Name|Mandatory. Defines the media file name of the data being uploaded. Must be defined or an output file will not be produced
%%information:Note: Columns coded with AZ indicates it is an Arizona specific requirement which is not the standard record format.%%
At line 86 removed 7 lines
__RPYEU Report Filters__
|Select State: Arizona, USA
%%information: NOTE: The following ‘Not Required’ fields may or may not always contain blanks.%%
%%information:NOTE: Columns coded with AZ indicate it is an Arizona specific requirement which is not the standard record format.%%
At line 96 changed 17 lines
|3-4|State code|Enter the appropriate FIPS postal numeric code \\Derived from the State being reported, from [IDFDV] 7000\\ \\Arizona is code ‘04’
|5-9|Taxing Entity Code|Constant ‘UITAX’ \\Derived from the [IDGV] setup for SUI registration ‘variables’ tab ‘Taxing Entity’ field
|10-18|Social Security Number|Enter the employee’s Social Security number. \\If not known, enter “I” in position 2 and blanks in positions 3-10. \\If an invalid SSN is encountered, this field is entered with zeroes \\Derived from [IDFDV] Field Identifier: ‘W2-EE-SSN’
|19-33|Employee First Name|Enter the employee's first name. Left justify and fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’
|34-48|Employee Middle Name or Initial|Enter the employee's middle name or initial, if applicable. Left justify and fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’
|49-68|Employee Last Name|Enter the employee's last name. Left justify and fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’
|69-72|Employee Suffix|Enter the employee's alphabetical suffix, if applicable. Left justify and fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-SUFFIX’
|73-94|Employee Location Address|Enter the employee's location address (Attention, Suite, Room Number, etc.) \\Left justify and fill with blanks. \\Derived from the ‘W2-EE-LOCN-ADDR’ [IDFDV] Field Identifier.
|95-116|Employee Delivery Address|Enter the employee's delivery address. \\Left justify and fill with blanks. \\Derived from the ‘W2-EE-DELIV-ADDR’ [IDFDV] Field Identifier.
|117-138|Employee City|Enter the employee's city. \\Left justify and fill with blanks. \\ Derived from the 'W2-EE-CITY’ [IDFDV] Field Identifier.
|139-140|Employee State Abbreviation|Enter the employee's State or commonwealth/territory. Use a postal abbreviation. \\For a foreign address, fill with blanks. \\Derived from the ‘W2-EE-STATE’ [IDFDV] Field Identifier.
|141-145|Employee ZIP Code|Enter the employee's ZIP Code. \\For a foreign address, fill with blanks. \\Derived from the ‘W2-EE-ZIP’ [IDFDV] Field Identifier.
|146-149|Employee ZIP Code Extension|Enter the employee's four-digit extension of the ZIP code. If not applicable, fill with blanks. \\Derived from the ‘W2-EE-ZIP-EXT’ [IDFDV] Field Identifier.
|150-196 AZ|Blank|Fill with blanks
|197-202|Reporting Period|Enter the last month and four-digit year for the calendar quarter that this report applies. \\ Applies to unemployment reporting. \\Derived from user defined Period End Date converted to MMYYYY format for the quarter
|203-213|State Quarterly Unemployment Insurance Total Wages|Right justify and zero fill. \\ Applies to unemployment reporting. \\Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’. \\Note that the [IDFDV] Identifier ‘W2-SUI-WAGE-ER’ is not used to report this field because the value of Identifier ‘W2-SUI-WAGE-ER’ may already been capped by Vertex during the US Tax calculation in [UPCALC] and therefore for employees who exceed the maximum wage base, this identifier will contain no SUI Insurance wages, therefore [RPYEU] is using the State Taxable wages from Identifier ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ that are related to the employee Home GEO and Work GEO code to report SUI Total Wages
|214-224|State Quarterly Unemployment Insurance Total Taxable Wages|Right justify and zero fill. \\ Applies to unemployment reporting. \\This amount is derived from State Quarterly Unemployment Insurance Total Wages and the SUI Maximum wage base as defined by the State government
|3-4|State code, appropriate FIPS postal numeric code|Derived from the State being reported, from [IDFDV] 7000\\ \\Arizona is code ‘04’
|5-9|Taxing Entity Code\\ \\Constant ‘UITAX’\\ \\[IDGV] setup for SUI registration ‘variables’ tab ‘Taxing Entity’ field|
|10-18|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|Employee First Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’
|34-48|Employee Middle Name or Initial|Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’
|49-68|Employee Last Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’
|69-72|Employee Suffix|Derived from [IDFDV] Field Identifier: ‘W2-EE-SUFFIX’
|73-94|Employee Location Address|Derived from [IDFDV] Field Identifier: ‘W2-EE-LOCN-ADDR’
|95-116|Employee Delivery Address|Derived from [IDFDV] Field Identifier: ‘W2-EE-DELIV-ADDR’
|117-138|Employee City|Derived from [IDFDV] Field Identifier: ‘W2-EE-CITY’
|139-140|Employee State Numeric Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-STATE’\\ \\The system will convert the State Abbreviation into the required Numeric State Code (i.e. Arizona is ’04’).
|141-145|Employee ZIP Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP’
|146-149|Employee ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP-EXT’
|150-196 AZ|Blank|
|197-202|Reporting Period MMCCYY|From user specified Period End Date converted to MMCCYY for the quarter\\ \\e.g. Period End Date = ‘31-Dec-2003’, then reporting period is ‘122003’
|203-213|State Quarterly Unemployment Insurance Total Wages|Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’\\ \\Note that the [IDFDV] Identifier ‘W2-SUI-WAGE-ER’ is not used to report this field because the value of Identifier ‘W2-SUI-WAGE-ER’ may already been capped by Vertex during the US Tax calculation in [UPCALC] and therefore for employees who exceed the maximum wage base, this identifier will contain no SUI Insurance wages, therefore [RPYEU] is using the State Taxable wages from Identifier ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ that are related to the employee Home GEO and Work GEO code to report SUI Total Wages
|214-224|State Quarterly Unemployment Insurance Taxable Wages|This amount is derived from State Quarterly Unemployment Insurance Total Wages and the SUI Maximum wage base as defined by the State government\\ \\Please see [Tax Reporting - US General] for detail for quarterly reporting
At line 114 changed one line
|248-267|State Employer Account Number|Enter the State's Employer Account Number, including the Branch Number \\Derived from [IDFDV] Field Identifier: ‘W2-STATE-REGIST’ for the reporting State\\ \\When [RPYEU] is run, if the Media Format = ‘State SUI File Format’, then this field contains the SUI Registration Number from [IDGV] for the SUI Registration of the State.
|248-267|State Employer Account Number, including the Branch Number|Derived from [IDFDV] Field Identifier: ‘W2-STATE-REGIST’ for the reporting State\\ \\When [RPYEU] is run, if the Media Format = ‘State SUI File Format’, then this field contains the SUI Registration Number from [IDGV] for the SUI Registration of the State
This page (revision-34) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop