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

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35 26-Nov-2021 10:22 6 KB Meg McFarland to previous | to last
34 26-Nov-2021 10:22 4 KB Meg McFarland to previous | to last
33 26-Nov-2021 10:22 4 KB Meg McFarland to previous | to last
32 26-Nov-2021 10:22 4 KB Meg McFarland to previous | to last
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25 26-Nov-2021 10:22 17 KB kparrott to previous | to last US_Annual_Qtrly_Reporting_GEN ==> Tax Reporting - US General
24 26-Nov-2021 10:22 17 KB jmyers to previous | to last
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22 26-Nov-2021 10:22 17 KB jmyers to previous | to last
21 26-Nov-2021 10:22 17 KB jmyers to previous | to last

Page References

Incoming links Outgoing links
Tax Reporting - DE
Tax Reporting - DE

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Difference between version and

At line 3 changed 4 lines
!!!District of Columbia Annual and Quarterly Reporting
!!What's New for Tax Year 2011
The following changes have been noted for reporting W2 wages to the Federal Government:
!!!Delaware Annual and Quarterly Reporting
At line 8 removed 9 lines
*(W2 Form) The ‘Advance Earned Income Credit Payment’ is eliminated for tax year beginning after December 31, 2010. Box 9, Advance EIC payments, has been deleted from the 2011 Form W2.
*(W2 Form) Code DD is added to box 12 of the 2011 form W2 to report the cost of employer-sponsored health coverage. However, this reporting will not be mandatory for 2011.
*(W2 Form) Code EE, Designated Roth contributions under a government section 457(b) plan, has been added to the list of codes in box 12 of Form W2.
*(W2 File) A new field, Kind of Employer, has been added to the RE Employer Record (position 174). This is a required field.
*(W2 File) A new field, Cost of Employer-Sponsored Health Coverage, has been added to the RW Employee Record (positions 463-473) and the RT Total Record (positions 295-309).
*(W2 File) A new field, Designated Roth Contributions Under a Governmental Section 457(b) Plan, has been added to the RO Employee Record (positions 111-121) and the RU Total Record (positions 145-159)
%%information Note that while DC has indicated that it will migrate to the ICESA file format for UI reporting in the future, we continue to support the UI wage reporting for the District of Columbia in the special DC-80 byte file format until further notice.%%
At line 18 changed one line
This document contains abbreviated set up requirement for DC only, please refer to the general document ([US_Annual_Qtrly_Reporting_GEN]) for other setup procedure that may also be required.
This document contains abbreviated set up requirements for the State of Delaware only. Please refer to the general document ([Tax Reporting - US General]) for other setup procedures that may also be required.
At line 21 changed 3 lines
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up for ‘State Registration’ for State/Province: District of Columbia.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for ‘State Registration’ for State/Province: District of Columbia.
**‘W2 STATE MEDIA FILING’ - DC 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 DC only)
*The [IDGV Definition|IDGV#DefinitionTab] tab must be set up for ‘State Registration’ for State/Province: Delaware.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for ‘State Registration’ for State/Province: Delaware.
**‘W2 STATE MEDIA FILING’ - Delaware 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 DE only.)
At line 14 added 3 lines
*The [IDGV Definition|IDGV#DefinitionTab] tab must be set up with ‘State SUI Registration’ for State/Province: Delaware
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up with ‘State SUI Registration’ for State/Province: Delaware
**‘W2 STATE MEDIA FILING’- Must be ‘02’ to generate UI wage magnetic media file for Delaware
At line 27 removed 4 lines
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up with ‘State SUI Registration’ for State/Province: District of Columbia
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up with ‘State SUI Registration’ for State/Province: District of Columbia
**‘W2 STATE MEDIA FILING’- Must be ‘02’ to generate UI wage magnetic media file for DC
At line 32 changed 5 lines
*The DC Department of Revenue accepts filing of W2 wages via magnetic media using the standard EFW2 file supplied by the SSA.
*The DC Department of Labor accepts filing of Quarterly UI wages via the DC state format.
*When using the EFW2 (formerly MMREF-1) format to file wage report for DC, the user must set up IDGV as follows:
**for State Registration of DC, the IDGV Variable:
***‘W2 STATE MEDIA FILING’ 02 – State requires its own file, do not include other State information in the State File
*The State of Delaware Department of Revenue accepts filing of W2 wages via magnetic media using the standard EFW2 file format supplied by the SSA. The required records are RA, RE, RS and RF.\\Code records are RW and RT are optional. Code records RV, RW, RO, RT and RU will be ignored if submitted.
*The Delaware Department of Labor accepts filing of Quarterly UI wages via magnetic media using the [ICESA] format. The required record codes are ‘E’, and ‘S’.
*When using the EFW2 format to file wage report for the state of Delaware, [IDGV] must be set up as follows:
**for State Registration of Delaware, 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 38 changed 7 lines
!Annual W2 Wage Reporting – EFW2 format
[RPYEU] must be run and the following selected to generate DC file information:
|Report List Filters, Select State:|District of Columbia, USA
|Parameters, Annual Form Code:|(example: use standard form code‘HL$US-W2-2012’)
|Parameters, Period Type:|Year
|Parameters, Period End Date:|Year End Date (i.e. 31-Dec-2011)
|Parameters, Media Format:|State File Format
[RPYEU] must be run with the following report parameters and filters defined to generate the Delaware state file information: \\ \\
At line 46 changed one line
The Directory and Media File Name parameters must be populated or an output file will not be produced.
__RPYEU Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$US-W2-YYYY'
|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.
|Media Format|Mandatory. 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
At line 48 changed 13 lines
!!State Media Magnetic Media Reporting – EFW2 (Formerly MMREF1) Format
;Record name: Code RA - Transmitter Record (same as the federal code RA)
!!Quarterly UI Wage Reporting – ICESA format
[RPYEU] must be run and the following selected to generate DC State file information:
%%information Please note that DOES still accepts the 80-byte file format for quarterly wage reporting until further notice, but it has recommended that companies should begin reporting quarterly wages in the [ICESA] format from now on).%%
*Client must select state District of Columbia in the ‘Report List Filters’.
*Annual Form Code – Use the standard supplied form code HL$US-W2-2012. The Variables need to be entered in this form code for specific use in the installation.
*The ‘Quarterly Form Code’ must be entered in order to produce the UI wage file in [ICESA] format. – Use the supplied form code ‘HL$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.
__RPYEU Report Filters__
|Select State: Delaware, USA
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!!Quarterly UI Wage Magnetic Media Reporting - DC State 80-byte Format (Supported by HLC Until Further Notice)
!Detail Record Format
||Column||Description
|1-1|- Quarter Ending Code\\- (M, J, S, or D)
|2-3|- Reporting Year
|4-9|- Employer Account Number\\- Derived from the IDGV State SUI Registration
|10-13|- First Four significant characters of Company Name
|14-17|- Constant “0000”
|18-26|- Employee Social Security Number
|27-31|- First Five characters of Employee Last Name
|32-40|- Total Wages paid this quarter (assumes 2 decimal places)
|41-41|- Blank
|42-42|- Constant Letter “X”
|43-80|- Blank
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!!ICESA for District of Columbia
* The format details are found at the [District of Columbia Department of Employment Services|http://does.ci.washington.dc.us/does/lib/does/services/DC_ICESA_Requirements_%282%29.pdf]
!!State Media Magnetic Media Reporting – EFW2 file Format
!Record Name: Code RA – Submitter Record (same as federal code RA)
[{InsertPage page='W2_EFW2_RECORD_RA'}]
\\
!Record Name: Code RE – Employer Record (same as federal code RE)
[{InsertPage page='W2_EFW2_RECORD_RE'}]
\\
!Record Name: Code RS – State Wage Record (same as federal specified code RS)
[{InsertPage page='W2_EFW2_RECORD_RS'}]
!Record Name: Code RF – Final Record (same as federal code RF)
[{InsertPage page='W2_EFW2_RECORD_RF'}]
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!!Quarterly UI Wage Reporting – ICESA Format
The Delaware Department of Labor accepts filing of Quarterly UI wages via magnetic media using the [ICESA] format. \\Record Codes E and S are required. \\ \\
[RPYEU] must be run with the following report parameters and filters defined to generate Delaware State file information:
__RPYEU Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$US-W2-YYYY'
|Period Type|Mandatory. Defines the period type. Enter "Quarter" for quarterly reporting.
|Period End Date|Mandatory. Defines the end date of the reporting period.
|Media Format|Mandatory. 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: Delaware, USA
!Record Name: Code E - Employer Record (Required)
||Column||Description||Source
|1-1|Record Identifier|Constant ‘E’
|2-5 DE|Reporting Period|Enter the month and year the report is being prepared for, in MMYY format
|6-14|Federal Identification Number (FEIN)|Enter the tranmitter's FEIN. Only numeric characters. Omit hyphens, prefixes and suffixes. \\Derived from the [IDGV] State SUI Registration
|15-16 DE|Blank|Fill with blanks
|17-22 DE|State Account Number|Enter the 6 digit State account number
|23 DE|Blank|Fill with blanks
|24-73|Employer Name|Enter the employer’s name. \\Derived from the Entity.
|74-160 DE|Blank|Fill with blanks
|161-162 DE|Blocking Factor|Constant "25"
|163-275 DE|Blank|Fill with blanks
!Record Name: Code S – Employee Wage Record (Required)
||Column||Description||Source
|1-1|Record Identifier|Constant ‘S’
|2-10|Social Security Number|Enter the employee’s SSN. Do not drop the leading zeros. \\If not known, fill with blanks
|11 DE|Employee First Initial|Enter the employee's first name initial
|12 DE|Employee Middle Initial|Enter the employee's middle initial
|13 DE|Blank|Fill with blanks
|14-37 DE|Employee Last Name|Enter the employee's last name
|38-123 DE|Blank|Fill with blanks
|124-125 DE|State Code|Enter the appropriate State Code. Delaware is "10"
|126-127 DE|Blank|Fill with blanks
|128-131 DE|Reporting Period|Enter the month and year the report is being prepared for, in MMYY format
|132-140 DE|Employee Wages|Enter the total employee wages
|141-149 DE|Blank|Fill with blanks
|150-151 DE|Number of Weeks Worked|Enter the total number of hours worked during the reporting period.
|152-275 DE|Blank|Fill with blanks
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This page (revision-36) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop