This page (revision-2) was last changed on 26-Nov-2021 10:22 by Meg McFarland

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

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Version Date Modified Size Author Changes ... Change note
2 26-Nov-2021 10:22 23 KB Meg McFarland to previous
1 26-Nov-2021 10:22 16 KB kparrott to last

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Tax Reporting - CA
Tax Reporting - CA

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At line 13 changed one line
Define User Fields for P2K_CM_GOVT_REGISTRATIONS\\ \\
*Define User Fields for P2K_CM_GOVT_REGISTRATIONS
At line 15 changed 5 lines
**W2 STATE MEDIA FILING
**W2 TAX TYPE CODE
**W2 TAXING ENTITY
**W2 WAGE PLAN CODE
**W2 BRANCH CODE
**'W2 STATE MEDIA FILING'
**'W2 TAX TYPE CODE'
**'W2 TAXING ENTITY'
**'W2 WAGE PLAN CODE'
**'W2 BRANCH CODE'
At line 22 changed one line
Define State Government Registrations for California State
*Define State Government Registrations for California State
At line 24 changed 2 lines
*W2 STATE MEDIA FILING: Enter '02' to generate CA State magnetic media file for CA State only
*W2 WAGE PLAN CODE:
*'W2 STATE MEDIA FILING'
**Enter '02' to generate CA State magnetic media file for CA State only
*'W2 WAGE PLAN CODE'
At line 28 changed one line
*W2 BRANCH CODE:
*'W2 BRANCH CODE'
At line 33 changed one line
Define 'US SUI Registration' for California State
*Define 'US SUI Registration' for California State
At line 35 changed 2 lines
*W2 STATE MEDIA FILING: Enter '02' to generate CA State magnetic media file for CA State only
*W2 WAGE PLAN CODE:
*'W2 STATE MEDIA FILING'
**Enter '02' to generate CA State magnetic media file for CA State only
*'W2 WAGE PLAN CODE'
At line 39 changed one line
*W2 BRANCH CODE:
*'W2 BRANCH CODE'
At line 44 changed one line
Define 'US SDI Registration' for California State
*Define 'US SDI Registration' for California State
At line 46 changed 2 lines
*W2 STATE MEDIA FILING: Enter '02' to generate CA State magnetic media file for CA State only
*W2 WAGE PLAN CODE:
*'W2 STATE MEDIA FILING'
**Enter '02' to generate CA State magnetic media file for CA State only
*'W2 WAGE PLAN CODE'
At line 50 changed one line
*W2 BRANCH CODE:
*'W2 BRANCH CODE'
At line 55 changed 3 lines
Define Form Code 'HL$US-W2-20YY' for the EFW2 format
*[IDFDV] Form code 'HL$US-W2-20YY' is used for California EFW2 wage reporting for each tax year.
*For complete list of 'HL$US-W2-20YY' identifiers, please read the [W2 Process] document for details
*Define Form Code 'HL$US-W2-2017' for the EFW2 format
*[IDFDV] Form code 'HL$US-W2-2017' is used for California EFW2 wage reporting for tax year 2017.
*For complete list of 'HL$US-W2-2017' identifiers, please read the [W2 Process] document for details
At line 64 changed one line
The State of California accepts filing of quarterly information via magnetic media using the ICESA format.
The State of California accepts filing of quarterly information via magnetic media using the EFW2 format.
At line 68 changed one line
Record Codes required are: Code RE, RS and RT
Record Codes required are: Code RE, RS, RST
At line 71 changed 3 lines
*If the Employer has only one 'Wage Plan Code', the Quarterly State File will contain one set of Code RE/RS/RT records
*On the State File Code RS and RT records, the SUI and PIT (Personal State Income Tax) information are reported
*[IDGV] only needs to be set up for 'State Registration'. There is no need to set up the IDGV 'SUI Registration' and 'SDI Registration'
*If the Employer has one 'Wage Plan Code' only, the Quarterly State File will contain one set of Code RE/RS/RST records
*On the State File Code RS and RST records, the SUI and PIT (Personal State Income Tax) information are reported
*[IDGV] only needs to be set up for 'State Registration', there is no need to set up the IDGV 'SUI Registration' and 'SDI Registration'
At line 77 changed 5 lines
*In many cases, a governmental entity will have several Employer State Account Numbers, such as for PIT, SUI and SDI
*Each Employer State Employer Account Number may be tied to a 'Wage Plan Code'. Each 'Wage Plan Code' is used for different types of reporting, such as PIT, SUI, SDI
**When reporting only for the PIT 'Wage Plan Code', the government requires that the SUI information be filled with zeroes
**When reporting only for the SUI 'Wage Plan Code', the government requires that the PIT information be filled with zeroes
**When reporting only for the SDI 'Wage Plan Code', the government requires that the PIT information be filled with zeroes
*In many cases, a governmental entity will have several Employer State Employer Account Numbers, such as for PIT, SUI and SDI
*Each Employer State Employer Account Number may be tied to a 'Wage Plan Code' and each 'Wage Plan Code' is for different types of reporting, such as PIT, SUI, SDI
*When reporting only for the PIT 'Wage Plan Code', the government requires that the SUI information be filled with zeroes
*When reporting only for the SUI 'Wage Plan Code', the government requires that the PIT information be filled with zeroes
*When reporting only for the SDI 'Wage Plan Code', the government requires that the PIT information be filled with zeroes
At line 89 changed 4 lines
Users should to set up IDGV for 'State Registration', 'SUI Registration', and/or 'SDI Registration', if applicable:
*From [IDGV] 'State Registration', one set of Code RE/RS/RT records are generated for PIT information for all employees.
**The SUI information will be zeroes.
**This set of PIT records will be written to the File Name defined on the RPYEU parameter 'Media File Name'. \\
*Users need to set up IDGV for 'State Registration', 'SUI Registration', and/or 'SDI Registration', if applicable
*From [IDGV] 'State Registration', one set of Code RE/RS/RST records will be generated for PIT information for all employees. The SUI information will be zeroes. This set of PIT records will be written to the File Name defined on the RPYEU parameter 'Media File Name'.
**If [IDGV] 'SUI Registration' 'Wage Plan Code' is different than the State 'Wage Plan Code', then another set of Code RE/RS/RST records will be generated for SUI information for all employees. The PIT information will be zeroed. This set of SUI records will be written to the File Name defined on the [RPYEU] parameter 'Media File Name', with a suffix of 'casui' tagged to it. Example: If the value in [RPYEU] parameter 'Media File Name' is 'STATE_WAGE_FILE.txt', then the file name for the SUI records will be called 'STATE_WAGE_FILE_CASUI.txt'.
**If [IDGV] 'SDI Registration' 'Wage Plan Code' is different than the State 'Wage Plan Code', then another set of Code RE/RS/RST records will be generated for SDI information for all employees. The PIT information will be zeroed. This set of SDI records will be written to the File Name identified in the [RPYEU] parameter '˜Media File Name', with a suffix of '˜casdi' tagged to it. Example: If the value in [RPYEU] parameter 'Media File Name' is 'STATE_WAGE_FILE.txt', then the file name for the SDI records will be called 'STATE_WAGE_FILE_CASDI.txt'.
At line 94 removed 10 lines
*If the [IDGV] 'SUI Registration' 'Wage Plan Code' is different than the State 'Wage Plan Code', then another set of Code RE/RS/RT records are generated for SUI information for all employees. **
The PIT information will be zeroed.
**This set of SUI records will be written to the File Name defined on the [RPYEU] parameter 'Media File Name', with a suffix of 'casdi' tagged to it.
\\Example: If the value in the [RPYEU] parameter 'Media File Name' is 'STATE_WAGE_FILE.txt', then the file name for the SUI records will be called 'STATE_WAGE_FILE_CASUI.txt'.
*If [IDGV] 'SDI Registration' 'Wage Plan Code' is different than the State 'Wage Plan Code', then another set of Code RE/RS/RT records are generated for SDI information for all employees.
**The PIT information will be zeroed.
**This set of SDI records will be written to the File Name identified in the [RPYEU] parameter 'Media File Name', with a suffix of 'casdi' tagged to it.
\\Example: If the value in the [RPYEU] parameter 'Media File Name' is 'STATE_WAGE_FILE.txt', then the file name for the SDI records will be called 'STATE_WAGE_FILE_CASDI.txt'.
At line 106 changed one line
|Form Code|HL$US-W2-20YY
|Form Code|HL$US-W2-2017
At line 114 changed 2 lines
* RPW2 - Box 19 CASDI\\ \\
\\When RPW2 is run, if [IDFDV] W2-SDI-TAX-EE Identifier (Seq 7260) is not zero, then Box 19 will print the employee SDI contribution and Box 20 will print the description 'CASDI'
RPW2 - Box 19 CASDI\\ \\
[Tax Reporting - CA_01.jpg]\\ \\When RPW2 is run, if [IDFDV] Identifier Seq 7260 W2-SDI-TAX-EE is not zero, then Box 19 will print the employee SDI contribution and Box 20 will print the description 'CASDI'
At line 119 changed one line
|Annual Form Code|HL$US-W2-20YY
|Annual Form Code|HL$US-W2-2017
At line 121 changed one line
|Govt Interface Format|HL$US-DE9C-20YY
|Govt Interface Format|HL$US-DE9C-2016
At line 132 changed 3 lines
!!Month 1, Month 2 and Month 3 Employment Processing
The EFW2 Code RT record requires to report the Month 1, Month 2 and Month 3 Employment for the Employer. \\
Each Month requires to report the total number of employees, full time and part time, who worked during, or received pay subject to UI wages, for the payroll period that includes the 12th day of the first month of the reporting period. \\ \\
!!Month1, Month2, Month3 Employment Processing
*The EFW2 Code RST record requires to report the Month1, Month2 and Month3 Employment for the Employer
*Each Month requires to report the total number of employees, full time and part time, who worked during, or received pay subject to UI wages, for the payroll period that includes the 12th day of the first month of the reporting period
At line 136 changed 6 lines
The following logic is used to retrieve each Month's Employment information:
*From the user-defined Quarter Ending date, determines the First Month Date that includes the 12th of the month.\\Example: Quarter Ending Date Mar-31-2016, then the First Month Date is Jan-12-2016
*Determines the Payroll Period that the First Month Date (Jan-12-20YY) falls within the Period Start and End date\\Example: For Jan-12-2016, it falls into Period 201602 with Period Start date of Dec-30-2016 and End date of Jan-13-2016
*For each employee, reads the pay headers for the First Month Period (201602) with a Pay Stage = '70' or '80'
*For each pay header that qualifies, retrieves the amount according to [IDFDV] 'W2-SUI-WAGE-ER' set up to see if the employee has wages that are subject to UI
*As long as an employee has one Pay Header that qualifies and has UI wages, the employee is counted for that Month of Employment
*The following logic is used to retrieve each Month's Employment information:
**From user-defined Quarter Ending date, determine the First Month Date that includes the 12th of the month\\Example: Quarter Ending Date Mar-31-2016, then the First Month Date is Jan-12-2016
**Determine the Payroll Period that the First Month Date 'Jan-12-2016' falls within the Period Start and End date\\Example: For Jan-12-2016, it falls into Period 201602 with Period Start date Dec-30-2016 and End date Jan-13-2016
**For each employee, read pay headers for the First Month Period 201602 that are with Pay Stage = '70' or '80'
**With each pay header that qualifies, retrieve the amount according to [IDFDV] 'W2-SUI-WAGE-ER' set up to see if the employee has wages that are subject to UI
**As long as an employee has one Pay Header that qualifies and has UI wages, the employee is counted for that Month of Employment
At line 144 removed 61 lines
!!State Magnetic Media Reporting - ICESA FORMAT for Annual and Quarterly Reporting
The following record types are __mandatory__ when reporting quarterly DE 9C wage and withholding information to California:
* Code E - Employer Record
* Code S - Employee Record
* Code T - Total Record
Code A, B and F Records are not required for California reporting. Their presence on the California file is optional.
!!California State Requirements - ICESA Format
!Record Name: Code E - Employer Record
||Column||Description||Source
|1|Record Identifier|Constant "E"
|2-23|Not applicable for California Reporting|Fill with blanks.
|24-73|Employer Name|Enter the employer's exactly as the employer is registered with EDD. Left justify and fill with blanks. \\Derived from the 'W2-ER-NAME' [IDFDV] Field Identifier (seq 2010)
|74-113|Employer Street Addres|Enter the employer's street address, including, Suite, PO Box number, etc.) \\Left justify and fill with blanks. \\Derived from the 'W2-ER-LOCN-ADDR' [IDFDV] Field Identifier (seq 2020).
|114-138|Employer City|Enter the employer's city. \\Left justify and fill with blanks. \\Derived from the 'W2-ER-CITY' [IDFDV] Field Identifier (seq 2040).
|139-140|Employer State|Enter the FIPS postal abbreviation. \\For a foreign address, enter the two character country code.\\Derived from the 'W2-ER-STATE' [IDFDV] Field Identifier (seq 2050).
|141-148|Not applicable for California Reporting|Fill with blanks.
|149-153|ZIP Code Extension|Enter the employer's four-digit extension of the ZIP code. Hyphen must be in position 149.\\If not applicable, fill with blanks. \\Derived from the 'W2-ER-ZIP-EXT' [IDFDV] Field Identifier (seq 2070).
|154-158|Zip Code|Enter the employer's ZIP Code. \\For a foreign address, fill with blanks. \\Derived from the 'W2-ER-ZIP' [IDFDV] Field Identifier (seq 2060).
|159-275|Not applicable for California Reporting|Fill with blanks.
!Record Name: Code S - Employee Record
||Column||Description||Source
|1|Record Identifier|Constant "S"
|2-10|Social Security Number|Enter the employee's SSN. Omit hyphens. __If no SSN is available, enter zeros.__ \\Derived from the ‘W2-EE-SSN’ [IDFDV] Field Identifier.\\
|11-30|Employee Last Name|Enter the employee's last name. \\Left justify and fill with blanks. \\ Derived from the ‘W2-EE-LAST-NAME’ [IDFDV] Field Identifier.
|31-42|Employee First Name|Enter the employee's first name. \\Left justify and fill with blanks. \\Derived from the ‘W2-EE-FIRST-NAME’ [IDFDV] Field Identifier.
|43|Employee Middle Initial|If applicable, enter the employee's middle initial. \\Left justify and fill with blanks. If no middle initial, fill with blanks. \\Derived from the ‘W2-EE-MIDDLE’ [IDFDV] Field Identifier.
|44-45|State Code|Constant "06" for California.
|46-63|Not applicable for California Reporting|Fill with blanks.
|64-77|State Quarterly Unemployment Insurance (UI)/Disability Insurance (SDI) Total Wages|__Numeric characters only.__ Enter the amount of employee's quarterly wages paid during the period that are subject to UI/SDI taxes. \\Taxable limitations do not apply. Include dollars and cents. Omit commas and decimals. Right justify and zero fill. Negative amounts are not acceptable.
|78-146|Not applicable for California Reporting|Fill with blanks.
|147-154|State Employer Account Number|Enter the State's Employer Account Number assigned by EDD. __Numeric characters only__\\Omit hyphens
|155-157|Branch Code|If registered with the Department as a branch coded employer, enter the applicable branch code for each employee. __If not a branch coded employer, zero fill. Do not leave blank.__
|158-176|Not applicable for California Reporting|Fill with blanks.
|177-190|Quarterly Personal Income Tax (PIT) Wages (State Taxable Wages)|__Numeric characters only.__ Enter the amount of employee's quarterly PIT wages paid during the period that are subject to California PIT even if they are not subject to PIT withholding. \\Include dollars and cents. Omit commas and decimals. Right justify and zero fill. Negative amounts are not acceptable. \\ Derived from the ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ [IDFDV] Field Identifiers.
|191-204|Quarterly Personal Income Tax Withheld (State Income Tax Withheld)|__Numeric characters only.__ Enter the amount of employee's quarterly PIT withheld. \\Include dollars and cents. Omit commas and decimals. Right justify and zero fill. Negative amounts are not acceptable. \\Derived from the ‘W2-ST-TAX-HOME’ and ‘W2-ST-TAX-WORK’ [IDFDV] Field Identifiers.
|205-210|Not applicable for California Reporting|Fill with blanks.
|211|Wage Plan Code|__Alpha characters only.__ Enter appropriate Wage Plan Code. __Do not leave blank__
|212-214|Not applicable for California Reporting|Fill with blanks.
|215-220|Reporting Period|__Numeric characters only.__ Enter the last month and the four digit year of the calendar quarter.
|221-275|Not applicable for California Reporting|Fill with blanks.
!Record Name: Code T - Total Record
||Column||Description||Source
|1|Record Identifier|Constant "T"
|2-8|Number of Employees|__Numeric characters only.__ Enter the total number of Code S records from proceeding Code E record. \\Right justify and zero fill.
|9-26|Not applicable for California Reporting|Fill with blanks.
|27-40|State Quarterly Unemployment Insurance/Disability Insurance Total Wages by Employer|__Numeric characters only.__ Enter the total of the amounts in positions 64-77 of Code S records from the preceding Code E record. \\Include dollars and cents. Omit commas and decimals. Right justify and zero fill. Negative amounts are not acceptable.
|41-198|Not applicable for California Reporting|Fill with blanks.
|199-212|Quarterly Personal Income Tax Wages by Employer (State Taxable Wages)|__Numeric characters only.__ Enter the total of the amounts in positions 177-190 of Code S records from the preceding Code E record. \\Include dollars and cents. Omit commas and decimals. Right justify and zero fill. Negative amounts are not acceptable.
|213-226|Quarterly Personal Income Tax Withheld by Employer (State Income Tax Withheld)|__Numeric characters only.__ Enter the total of the amounts in positions 191-204 of Code S records from the preceding Code E record. \\Include dollars and cents. Omit commas and decimals. Right justify and zero fill. Negative amounts are not acceptable.
|227-233|Month 1 Employment for Employer|Enter the total amount of employees, full time and part time, who worked during or receiving pay subject to the UI wages for the payroll period that includes the 12th day of the first month of the reporting period. \\Right justify and zero fill.
|234-240|Month 2 Employment for Employer|Enter the total amount of employees, full time and part time, who worked during or receiving pay subject to the UI wages for the payroll period that includes the 12th day of the second month of the reporting period. \\Right justify and zero fill.
|241-247|Month 3 Employment for Employer|Enter the total amount of employees, full time and part time, who worked during or receiving pay subject to the UI wages for the payroll period that includes the 12th day of the third month of the reporting period. \\Right justify and zero fill.
|248-275|Not applicable for California Reporting|Fill with blanks.
At line 206 changed one line
__Please note that only mandatory tags are provided with 'Source'. Most optional tags, if required, can be populated with constant values.__
__Please note that only mandatory tags are provided with 'Source', most optional tags, if required, could be populated with constant values.__
At line 208 changed one line
* If an organization has more than one State Registration Number, High Line recommends that RPYEU be run with one state registration number at a time, as the XML file does not appear to allow more than one state registration number to be submitted at the same time.
* If an organization has more than one State Registration Number, High Line recommends that RPYEU be run with one state registration number at a time, as the XML file does not appear to allow more than one state registration numbers to be submitted at the same time.
At line 212 changed 107 lines
|Return Data|Parent Tag|
|Content_Location|Location|Constant Value
|Return Header State|Parent Tag|
|Electronic Postmark|Post Mark|Not Used by EDD
|Tax Period Begin Date|First Date of tax period|Not Used for DE6 filing
|Tax Period End Date|Last Date of tax period|Not Used for DE6 filing
|Preparer Firm|Parent Tag|
|Address|Employer Address|Derived from [IDFDV] Field Identifier sequence #8050, optional
|City|Employer City|Derived from [IDFDV] Field Identifier sequence #8070, optional.
|State Or Province|Employer state|Derived from [IDFDV] Field Identifier sequence #8080, optional.
|Zip Code|Employer ZIP Code|Derived from [IDFDV] Field Identifier sequence #8090, optional.
|Phone Number|Employer Phone|Constant Value, optional.
|TIN|Parent Tag|
|Type TIN|Preparer firm FEIN or SSN|Derived from [IDFDV] Field Identifier sequence #8110, optional.
|TIN Type Value|Preparer firm FEIN or SSN|Derived from [IDIF] variable 'Calendar Period', mandatory.
|TIN|End Tag|
|Preparer Firm|End Tag|
|Return Quarter|Filing Quarter|Derived from [IDIF] variable 'Calendar Period', mandatory.
|Tax Year|Filing Year|Derived from [IDIF] variable 'Calendar Period', mandatory.
|Software ID|Optional|Constant Value.
|Return Type|Type of Return being submitted|Constant Value, mandatory.
|Form|Tax Form ID|Constant Value, optional.
|Filing Action|Parent Tag|
|Action|Original or Spplemental return designator|Constant Value, mandatory.
|Reason|Optional|Constant Value.
|/Filing Action|End Tag|
|TIN|Parent Tag|
|Type TIN|Enumeration values can be FEIN or SSN|Constant Value, optional.
|TIN Type Value|Business FEIN or SSN number|Derived from [IDFDV] Field Identifier sequence #2000, optional.
|TIN|End Tag|
|Other TIN|Parent Tag|
|Other Type TIN|Enumeration values can be Other, Parent TIN, or Previous TIN|Constant Value, optional.
|Other TIN Type Value|Other preparer firm FEIN or SSN|Constant Value, optional.
|Other TIN|End Tag|
|State EIN|Parent Tag|
|Type State EIN|Enumeration for State EIN Type|Constant Value, mandatory.
|State EIN Value|Employer Account Number|Derived from [IDIF] variable 'SUI Regist Number, mandatory.
|State EIN Extension|Branch Code|Constant Value, optional.
|State EIN|End Tag|
|State Code|Enumeration for state receiving return|Constant Value, must be 'CA', mandatory.
|Business Address|Parent Tag|
|Business Name|Business Name|Derived from [IDFDV] Field Identifier sequence #2010, mandatory.
|Address Line|Business Address|Derived from [IDFDV] Field Identifier sequence #2030
|City|Business City|Derived from [IDFDV] Field Identifier sequence #2040.
|State Or Province|Business State|Derived from [IDFDV] Field Identifier sequence #2050.
|Zip Code|Business ZIP Code|Derived from [IDFDV] Field Identifier sequence #2060.
|Phone Number|Business Phone|Constant Value, optional.
|TIN|Parent Tag|
|Type TIN|Enumeration values can be FEIN or SSN|Constant Value, optional.
|TIN Type Value|Business FEIN or SSN|Constant Value, optional.
|TIN|End Tag|
|Business Address|End Tag|
|Address Change Elect|Change of Address Indicator|Constant Value, optional.
|Contact|Parent Tag|
|Contact Name|Parent Tag|
|First Name|First Name|Derived from [IDFDV] Field Identifier sequence #1250, optional.
|Middle Name|Middle Name|Constant Value, optional.
|Last Name|Last Name|Derived from [IDFDV] Field Identifier sequence #1250, optional.
|Street Address|Address|Constant Value, optional.
|City|Business City|Constant Value, optional.
|State Or Province|Constant Value, optional.
|Zip Code|Business ZIP Code|Constant Value, optional.
|Phone Number|Business Phone|Derived from [IDFDV] Field Identifier sequence #1260, optional.
|Contact Name|End Tag|
|Phone|Business Phone|Constant Value, optional.
|Fax|Business Phone|Constant Value, optional.
|Email Address|Business Phone|Derived from [IDFDV] Field Identifier sequence #1280, optional.
|Contact|End Tag|
|Tax Type|Enumeration value is Employment|Constant Value, optional.
|Tax Type Code|5 digit FTA code|Constant Value, optional.
|Payment Included Elect|Optional|Constant Value, not used for DE6 reporting.
|Ack Address|Optional|Constant Value, not used for DE6 reporting.
|Return Header State|End Tag|
|State Return|Parent Tag|
|State Combined|Parent Tag|
|Final Return Elect|Out of Business Indicator|Constant value, optional.
|Date Final Wages Paid|Out of Business Date|Constant value, optional.
|Number Of Employees|Wage Items being reported|Derived from [IDIF] variable 'SUI Total EE Count', mandatory.
|No Payroll Elect|No Payroll Indicator|Constant value, optional.
|WH Total Wages|Grand Total subject wages|Derived from [IDIF] variable 'SUI Tot Grs Wages', mandatory.
|Total Income Tax Withheld|Grand Total PIT Withheld>|Derived from [IDIF] variable 'SUI Tot State Tx', mandatory.
|WH Taxabe Wages|Grand Total PIT Wages|Derived from [IDIF] variable 'SUI Tot Txble Wg', mandatory.
|Payroll|Parent Tag|
|Employee|Parent Tag|
|SSN|Employee Social Security Number|Derived from [IDFDV] Field Identifier sequence #2500
|First Name|Employee First Name|Derived from [IDFDV] Field Identifier sequence #2510
|Middle Name|Employee Middle Name|Derived from [IDFDV] Field Identifier sequence #2520
|Last Name|Employee Last Name|Derived from [IDFDV] Field Identifier sequence #2530
|Employee|Parent Tag|
|Street Address|Address|Optional
|City|City|Optional
|State Or Province|State|Optional
|Zip Code|Zip Code|Optional
|Phone Nuamber|Phone Number|Optional
|Employee|End Tag|
|Total Wages|Subject Wages|Derived from [IDIF] variable 'SUI Gross Wages', mandatory.
|Taxable Wages|PIT Wages|Derived from [IDIF] variable 'SUI Taxable Wages', mandatory.
|Tax Withheld|PIT Withheld|Derived from [IDIF] variable 'State Taxes', mandatory.
|Wage Plan|Wage Plan Code|Derived from [IDIF] variable 'CA Wage Plan Code', mandatory.
|Employee|End Tag|
|Payroll|End Tag|
|Month1 Employees|Month 1 Employees|Derived from [IDIF] variable 'SUI Tot Mth1', mandatory.
|Month2 Employees|Month 2 Employees|Derived from [IDIF] variable 'SUI Tot Mth2', mandatory.
|Month3 Employees|Month 3 Employees|Derived from [IDIF] variable 'SUI Tot Mth3', mandatory.
|State Combined|End Tag|
|State Return|End Tag|
|Return Data|End Tag|
|<ReturnData>|Parent Tag|
|<Content_Location>|Location|Constant Value
|<RetrunHeaderState>|Parent Tag|
|<ElectronicPostmark>|Post Mark|Not Used by EDD
|<TaxPeriodBeginDate>|First Date of tax period|Not Used for DE6 filing
|<TaxPeriodEndDate>|Last Date of tax period|Not Used for DE6 filing
|<PreparerFirm>|Parent Tag|
|<Address>|Employer Address|Derived from [IDFDV] Field Identifier sequence #8050, optional
|<City>|Employer City|Derived from [IDFDV] Field Identifier sequence #8070, optional.
|<StateOrProvince>|Employer state|Derived from [IDFDV] Field Identifier sequence #8080, optional.
|<ZipCode>|Employer ZIP Code|Derived from [IDFDV] Field Identifier sequence #8090, optional.
|<PhoneNumber>|Employer Phone|Constant Value, optional.
|<TIN>|Parent Tag|
|<TypeTIN>|Preparer firm FEIN or SSN|Derived from [IDFDV] Field Identifier sequence #8110, optional.
|<TINTypeValue>|Preparer firm FEIN or SSN|Derived from [IDIF] variable 'Calendar Period', mandatory.
|</TIN>|End Tag|
|</PreparerFirm>|End Tag|
|<ReturnQuarter>|Filing Quarter|Derived from [IDIF] variable 'Calendar Period', mandatory.
|<TaxYear>|Filing Year|Derived from [IDIF] variable 'Calendar Period', mandatory.
|<SoftwareID>|Otional|Constant Value.
|<ReturnType>|Type of Return being submitted|Constant Value, mandatory.
|<Form>|Tax Form ID|Constant Value, optional.
|<FilingAction>|Parent Tag|
|<Action>|Original or Spplemental return designator|Constant Value, mandatory.
|<Reason>|Optional|Constant Value.
|</FilingAction>|End Tag|
|<TIN>|Parent Tag|
|<TypeTIN>|Enumeration values can be FEIN or SSN|Constant Value, optional.
|<TINTypeValue>|Business FEIN or SSN number|Derived from [IDFDV] Field Identifier sequence #2000, optional.
|</TIN>|End Tag|
|<OtherTIN>|Parent Tag|
|<OtherTypeTIN>|Enumeration values can be Other, Parent TIN, or Previous TIN|Constant Value, optional.
|<OtherTINTypeValue>|Other preparer firm FEIN or SSN|Constant Value, optional.
|</OtherTIN>|End Tag|
|<StateEIN>|Parent Tag|
|<TypeStateEIN>|Enumeration for State EIN Type|Constant Value, mandatory.
|<StateEINValue>|Employer Account Number|Derived from [IDIF] variable 'SUI Regist Number, mandatory.
|<StateEINExtension>|Branch Code|Constant Value, optional.
|</StateEIN>|End Tag|
|<StateCode>|Enumeration for state receiving return|Constant Value, must be 'CA', mandatory.
|<BusinessAddress>|Parent Tag|
|<BusinessName>|Business Name|Derived from [IDFDV] Field Identifier sequence #2010, mandatory.
|<AddressLine>|Business Address|Derived from [IDFDV] Field Identifier sequence #2030
|<City>|Business City|Derived from [IDFDV] Field Identifier sequence #2040.
|<StateOrProvince>|Business state|Derived from [IDFDV] Field Identifier sequence #2050.
|<ZipCode>|Business ZIP Code|Derived from [IDFDV] Field Identifier sequence #2060.
|<PhoneNumber>|Business Phone|Constant Value, optional.
|<TIN>|Parent Tag|
|<TypeTIN>|Enumeration values can be FEIN or SSN|Constant Value, optional.
|<TINTypeValue>|Business FEIN or SSN|Constant Value, optional.
|</TIN>|End Tag|
|</BusinessAddress>|End Tag|
|<AddressChangeElect>|Change of Address Indicator|Constant Value, optional.
|<Contact>|Parent Tag|
|<ContactName>|Parent Tag|
|<FirstName>|First Name|Derived from [IDFDV] Field Identifier sequence #1250, optional.
|<MiddleName>|Middle Name|Constant Value, optional.
|<LastName>|Last Name|Derived from [IDFDV] Field Identifier sequence #1250, optional.
|<StreetAddress>|Address|Constant Value, optional.
|<City>|Business City|Constant Value, optional.
|<StateOrProvince>|Constant Value, optional.
|<ZipCode>|Business ZIP Code|Constant Value, optional.
|<PhoneNumber>|Business Phone|Derived from [IDFDV] Field Identifier sequence #1260, optional.
|</ContactName>|End Tag|
|<Phone>|Business Phone|Constant Value, optional.
|<Fax>|Business Phone|Constant Value, optional.
|<EmailAddress>|Business Phone|Derived from [IDFDV] Field Identifier sequence #1280, optional.
|</Contact>|End Tag|
|<TaxType>|Enumeration value is Employment|Constant Value, optional.
|<TaxTypeCode>|5 digit FTA code|Constant Value, optional.
|<PaymentIncludedElect>|Optional|Constant Value, not used for DE6 reporting.
|<AckAddress>|Optional|Constant Value, not used for DE6 reporting.
|</ReturnHeaderState>|End Tag|
|<StateReturn>|Parent Tag|
|<StateCombined>|Parent Tag|
|<FinalReturnElect>|Out of Business Indicator|Constant value, optional.
|<DateFinalWagesPaid|Out of Business Date|Constant value, optional.
|<NumberOfEmployees>|Wage Items being reported|Derived from [IDIF] variable 'SUI Total EE Count', mandatory.
|<NoPayrollElect>|No Payroll Indicator|Constant value, optional.
|<WHTotalWages>|Grand Total subject wages|Derived from [IDIF] variable 'SUI Tot Grs Wages', mandatory.
|<TotalIncomeTaxWithheld>|Grand Total PIT Withheld>|Derived from [IDIF] variable 'SUI Tot State Tx', mandatory.
|<WHTaxabeWages>|Grand Total PIT Wages|Derived from [IDIF] variable 'SUI Tot Txble Wg', mandatory.
|<Payroll>|Parent Tag|
|<Employee>|Parent Tag|
|<SSN>|Employee Social Security Number|Derived from [IDFDV] Field Identifier sequence #2500
|<FirstName>|Employee First Name|Derived from [IDFDV] Field Identifier sequence #2510
|<MiddleName>|Employee Middle Name|Derived from [IDFDV] Field Identifier sequence #2520
|<LastName>|Employee Last Name|Derived from [IDFDV] Field Identifier sequence #2530
|<Employee>|Parent Tag|
|<StreetAddress>|Address|Optional
|<City>|City|Optional
|<StateOrProvince>|State|Optional
|<ZipCode>|Zip Code|Optional
|<PhoneNuamber>|Phone Number|Optional
|</Employee>|End Tag|
|<TotalWages>|Subject Wages|Derived from [IDIF] variable 'SUI Gross Wages', mandatory.
|<TaxableWages>|PIT Wages|Derived from [IDIF] variable 'SUI Taxable Wages', mandatory.
|<TaxWithheld>|PIT Withheld|Derived from [IDIF] variable 'State Taxes', mandatory.
|<WagePlan>|Wage Plan Code|Derived from [IDIF] variable 'CA Wage Plan Code', mandatory.
|</Employee>|End Tag|
|</Payroll>|End Tag|
|<Month1Employees>|Month 1 Employees|Derived from [IDIF] variable 'SUI Tot Mth1', mandatory.
|<Month2Employees>|Month 2 Employees|Derived from [IDIF] variable 'SUI Tot Mth2', mandatory.
|<Month3Employees>|Month 3 Employees|Derived from [IDIF] variable 'SUI Tot Mth3', mandatory.
|</StateCombined>|End Tag|
|</StateReturn>|End Tag|
|</ReturnData>|End Tag|
This page (revision-2) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop