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

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

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Version Date Modified Size Author Changes ... Change note
22 26-Nov-2021 10:22 8 KB Meg McFarland to previous
21 26-Nov-2021 10:22 8 KB Meg McFarland to previous | to last

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Tax Reporting - FL
Tax Reporting - FL

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At line 4 added 5 lines
!!What's New for Tax Year 2009?
Florida State does not have State Personal Income Tax.
There were no format change in wage reporting for tax year 2009.
At line 6 changed one line
This document contains abbreviated set up requirements for the State of Florida 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 specific state only, please refer to the general document ([US_Annual_Qtrly_Reporting_GEN]) for other setup procedure that may also be required.
At line 11 changed one line
**‘W2 STATE MEDIA FILING’- Must be ‘02’ to generate the Florida State magnetic media file for Florida State only
**‘W2 STATE MEDIA FILING’- Must be ‘02’ to generate FL State magnetic media file for FL State only
At line 27 changed 2 lines
Florida State does not have State Personal Income Tax. \\
The Florida Department of Revenue accepts the filing of UI quarterly wages via XML format
*Florida State does not have State Personal Income Tax.
*Starting 2007 quarterly reporting, the Florida Department of Revenue accepts the filing of UI quarterly wages via XML format
At line 31 changed one line
*Users must register with State of Florida to obtain a User Name and password [http://dor.myflorida.com/dor/eservices/]
*The user must register with State of Florida to obtain the User Name and password [http://dor.myflorida.com/dor/eservices/]
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!!IDIF – HL$US-QTR-FL2010 – XML Format
!!IDIF – HL$US-QTR-FL2008 – XML Format
At line 37 changed one line
*This [IDIF] Florida XML file supports the filing of quarterly wages only. The payment information is not supported in this [IDIF] layout
*This [IDIF] Florida XML file supports the filing of quarterly wages only, the payment information is not supported in this [IDIF] layout
At line 39 changed 3 lines
!!Quarterly UI Wage Reporting - XML Format
!RPYEU
[RPYEU] must be run with the following report parameters and filters selected to generate the Florida State file information: \\ \\
!!Quarterly UI Wage Reporting - XML Format (Starting 2007 Quarterly Reporting)
|Select State|mandatory, must be Florida
|Annual Form Code|mandatory, must specify the most current year’s W2 Form Code from [IDFDV]
|Govt Interface Format|mandatory, must specify the [IDIF] format that is available for Florida quarterly reporting
|Period Type|mandatory, must be ‘Quarter’, and the user must enter the appropriate Period End Date
|Media Format|mandatory, must be ‘State SUI File Format’ for quarterly reporting
*Please enter the other parameters appropriately.
At line 43 changed 15 lines
__RPYEU Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$US-W2-20YY'
|Quarterly Form Code|Use the standard form code ‘HL$US-QTR-FL20YY. \\Must be entered in order to generate the Florida UI wage file in the XML format
|Govt Interface Format|Mandatory. Enter HL$US-QTR-MM20YY
|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-YYYY 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
__RPYEU Report Filters__
|Select State: Florida, USA
!RPYEU – Sample Files Generated
When [RPYEU] is run, if the ‘Govt Interface Format’ is defined, an [IDIF] interface file will be generated with file name ‘_idif’\\[Tax Reporting FL_01.jpg]\\
!!RPYEU – Sample Files Generated
When [RPYEU] is run, if the ‘Govt Interface Format’ is specified, an [IDIF] interface file will be generated with file name ‘_idif’\\[Tax Reporting FL_01.jpg]\\
At line 56 added one line
|FL_QTR_SUI_222601.txt|The govt file in EFW2 format (used prior to 2007 XML file)
At line 61 changed 3 lines
\\
!Validating Florida XML Files
*The govt xml file must be validated according to the downloaded government xml schema using a validating parser prior to sending to the government. \\
!!Validating Florida XML Files
*The govt xml file must be validated according to the downloaded government xml schema using a validating parser prior to sending to the government
At line 65 changed 8 lines
A validating parser from any third party tool will perform the following checks to the govt xml file generated by [RPYEU]:
# Verify the govt xml document is properly created according to the XML syntax rules, such as the file is well formed, no missing xml tags, etc.
# Verify the govt xml document conforms to the schema downloaded from the government web site
*The validating parser software is not provided by High Line. Organizations must use their own validating parser \\ \\
The validating parser is used to validate the xml file for the following validation:
*The Florida XML schema should be downloaded into a directory, such as C:\US States Downloads
*A validating parser from any third party tool will perform the following checks to the govt xml file generated by [RPYEU]:
*# verify the govt xml document is properly created according to the XML syntax rules, i.e. the file is well formed, no missing xml tags etc
*# verify the govt xml document conforms to the schema downloaded from the government web site
*The validating parser software will not be provided, the user must use the validating parser of their own
*The following is a list of some of the parsers available on the market:
**XML editors that provide a validating parser:
***XML Spy (http://www.altova.com/products_ide.html)
***Stylus (http://www.stylusstudio.com/)
***XRay (http://architag.com/xray/)
***XMLMind (http://www.xmlmind.com/xmleditor/)
***Cooktop (http://www.xmlcooktop.com/)
*The XMLSPY editor is being used to validate the xml file for the following validation
*The Florida XML schema should be downloaded into a directory, e.g. C:\US States Downloads
At line 74 changed one line
*Open FL_QTR_SUI_222601_idif.xml with a validating parser
*Open FL_QTR_SUI_222601_idif.xml with the validating parser, e.g. XMPSPY
At line 76 changed 2 lines
!XML – Special Characters
The following special characters are not allowed to be stored in the xml file directly. These characters must be translated when writing to the xml file:
In XMLSPY, if this message is encountered, click ‘DTD/Schema’ and choose ‘Assign Schema’ and select the schema location.\\[Tax Reporting FL_02.jpg]\\
*Follow the XMLSPY instructions to select the schema location.
*After the Schema location is assigned, then click ‘Revalidate’.
*Click the ‘Yellow Tick’ toggle to check if the file is well-formed.
*Click the ‘Green Tick’ toggle to check if the file is valid according to the Assigned Schema.
*After the XML file is validated it may be sent to the State government.
At line 84 added 3 lines
!!XML – Special Characters
The following special characters are not allowed to be stored in the xml file directly, these characters require to be translated when writing to the xml file
At line 91 changed one line
<BusinessName>HIGH LINE CORPORATION</BusinessName>\\
<BusinessName>HIGH LINE &amp; CATHY&apos;S USA CORPORATION</BusinessName>\\
At line 98 changed one line
!!Quarterly UI Wage Reporting – XML Format
!!Quarterly UI Wage Reporting – MMREF-1 Format (Not Used After 2007)
At line 100 changed 2 lines
|Media Format: State SUI File Format
|Select State: Florida, USA
|Media Format:|State SUI File Format
|Select State:|Florida, USA
At line 103 changed 2 lines
%%information NOTE: The following ‘Not Required’ fields may or may not always contain blanks.%% \\
%%information NOTE: Columns with FL indicates it is a Florida specific requirement which is not the standard record format.%%
!!Quarterly UI Wage Magnetic Media MMREF - 1 Format (Not Used after 2007)
%%information Please note that the following ‘Not Required’ fields may or may not always contain blanks.%%
At line 106 changed 2 lines
!!State Magnetic Media Reporting - XML Specification
__Please note that only mandatory tags are provided with 'Source'. Most optional tags, if required, can be populated with constant values.__
%%information Note: Columns with FL indicates it is a Florida specific requirement which is not the standard record format.%%
At line 109 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.
!Record Name: Code RA - Transmitter Record
||Column||Description||Source
|1-2|Record Identifier|Constant "RA"
|3-11|Submitter’s Employer ID number (EIN)\\ \\Numeric only|Derived from [IDFDV] Field Identifier: ‘SUB-ER-EIN’
|12-19 FL|Agent or Employer Identification Number|Derived from [IDFDV] Field Identifier: ‘SUB-PIN-NUMBER’
|20-37 FL|Blank|
|38-94|Company Name|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-NAME’
|95-395 FL|Blank|
|396-422|Contact Name|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-NAME’
|423-437|Contact Phone Number|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-TEL’
|438-442|Contact Phone Extension|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-TEL-EXT’
|443-445|Blank|
|446-485|Contact E-mail|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-EMAIL’
|486-488|Blank|
|489-498|Contact FAX|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-FAX’
|499-512 FL|Blank|
At line 133 added 14 lines
!Record Name: Code RE - Employer Record
||Column||Description||Source
|1-2|Record Identifier|Constant "RE"
|3-7 FL|Blank|
|8-16|Employer/Agent EIN|System derived the applicable Federal reporting EIN, from [IDGV] or [IDGR]
|17-39 FL|Blank|
|40-96|Employer Name|Derived from [IDFDV] Field Identifier: ‘W2-ER-NAME’
|97-118 FL|Blank|
|119-140|Employer Delivery Address|Derived from [IDFDV] Field Identifier: ‘W2-ER-DELIV-ADDR’
|141-162|Employer City|Derived from [IDFDV] Field Identifier: ‘W2-ER-CITY’
|163-164|Employer State Abbreviation|Derived from [IDFDV] Field Identifier: ‘W2-ER-STATE’
|165-169|Employer ZIP Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-ZIP’
|170-173|Employer ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘W2-ER-ZIP-EXT’
|174-512|Blank|
At line 112 changed 69 lines
!XML Record Specifications
||XML tag|
|<Jurisdiction>
|<Transmission Id>
|<Transmission Timestamp>
|<Tranmitter ETIN>
|<Processing Type>
|<Origin Id>
|<Originator Timestamp>
|<OriginManifest itemCount>
|<ItemReference contentLocation>
|<Agent/Employer ID Number>
|<Origintor EFIN>
|<EFIN Type>
|<Quarter Ending>
|<Quarter Year>
|<Software Id>
|<Return Type>
|<Form Type>
|<Filing Action>
|<Filing Reason>
|<Employer's FEI Type>
|<Employer's FEI Number>
|<State EIN Type>
|<RT Account Number>
|<Employer's Name>
|<Mailing Address>
|<City>
|<State>
|<ZIP Code>
|<Telephone Number>
|<Contact First Name>
|<Contact Middle Name>
|<Contact Last Name>
|<Contact Name Suffix>
|<Contact Phone>
|<Contact Email Address>
|<Final Return>
|<Gross wages paid this quarter>
|<Excess wages paid this quarter>
|<Taxable wages paid this quarter>
|<Contribution Rate>
|<Contribution Due (Tax Due)>
|<Interest due>
|<Penalty due>
|<Total amount due>
|<Employee's Social Security Number>
|<Employee First Name>
|<Employee Middle Initial>
|<Employee Last Name>
|<Employee Name Suffix>
|<Employee's Gross Wages Paid This Quarter>
|<Employee's Taxable Wages Paid This Quarter>
|<Out of State Total Wages>
|<Out of State Taxable Wages Paid Year to Date>
|<Tax State>
|<Educational Wages>
|<Number of Employees>
|<Covered Workers - 1st Month>
|<Covered Workers - 2nd Month>
|<Covered Workers - 3rd Month>
|<Payment Method>
|<ACH Routing Transit>
|<Account Number>
|<Account Type>
|<Corporate or Personal Account Type>
|<Payment type>
|<Payment Amount>
|<Settlement Date>
!Record Name: Code RS - Supplemental Record
||Column||Description||Source
|1-2|Record Identifier|Constant "RS"
|3-4|State code, appropriate FIPS postal numeric code|Derived from the State being reported, from [IDFDV] sequence 7000\\ \\e.g. Florida is code "12"
|5-9|Taxing Entity Code|If County, City or School district tax is reported, this field is derived from [IDGV] 'W2 TAXING ENTITY' field for the County, City or School district tax being reported
|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’
|73-196 FL|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-2005’, then reporting period is ‘122005’
|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. [RPYEU] will then be 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 read document PR_US_QTR_MMREF_Generic.doc for detail for quarterly reporting
|225-247 FL|Blank|
|248-267|State Employer Account 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
|268-512 FL|Blank|
At line 166 added one line
;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 168 added 11 lines
!Record Name: Code RT - Total Record
||Column||Description||Source
|1-2|Record Identifier|Constant "RT"
|3-9 FL|Blank|
|10-24|Wages, Tips and Other Compensation|Derived from [IDFDV] Identifier: ‘W2-FIT-WAGE’, total of all code "RW" records since last "RE" record
|25-480 FL|Blank|
|481-491 FL|Total Payment Due|
|492-498 FL|Month-1 Employment for employer\\ \\Total number of employee covered by UI worked or receive pay for the pay period including the 12th day of the first reporting month|
|499-505 FL|Month-2 Employment\\ \\Total number of employee covered by UI worked or receive pay for the pay period including the 12th day of the second reporting month|
|506-512 FL|Month-3 Employment\\ \\Total number of employee covered by UI worked or receive pay for the pay period including the 12th day of the third reporting month|
At line 182 added 5 lines
This page (revision-22) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop