This page (revision-32) 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
32 26-Nov-2021 10:22 19 KB Meg McFarland to previous
31 26-Nov-2021 10:22 19 KB Meg McFarland to previous | to last
30 26-Nov-2021 10:22 19 KB Meg McFarland to previous | to last
29 26-Nov-2021 10:22 22 KB kparrott to previous | to last
28 26-Nov-2021 10:22 23 KB kparrott to previous | to last
27 26-Nov-2021 10:22 23 KB kparrott to previous | to last
26 26-Nov-2021 10:22 23 KB kparrott to previous | to last
25 26-Nov-2021 10:22 28 KB eyeung to previous | to last
24 26-Nov-2021 10:22 29 KB kparrott to previous | to last US_Annual_Qtrly_Reporting_GEN ==> Tax Reporting - US General
23 26-Nov-2021 10:22 29 KB jmyers to previous | to last
22 26-Nov-2021 10:22 29 KB jmyers to previous | to last
21 26-Nov-2021 10:22 28 KB jmyers to previous | to last

Page References

Incoming links Outgoing links
Tax Reporting - ID
Tax Reporting - ID

Version management

Difference between version and

At line 5 changed one line
!!What's New for Tax Year 2012
!!What's New for Tax Year 2013
At line 7 changed 3 lines
*(W2 File) The 'Preferred Method of Problem Notification Code' field inthe 'RA' record (position 499) has been removed and now shown as filler.
*(W2 File) The 'Military Employee Basic Quarters, Subsistence and Combat Pay' field in the 'RW' record (positions 342-352) has been removed.
*(W2 File) The 'Military Employee Basic Quarters, Subsistence and Combat Pay' field in the 'RT' record (positions 220-234) has been removed.
*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 41 changed 40 lines
!Record Name: Code RA - Transmitter Record (same as the federal code RA)
||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’ (seq 1000)
|12-28|Personal Identification Number (PIN) and Software Vendor Code\\ \\Please note that this field contains an 8-character PIN in positions 12-19, a 4-character Software Vendor Code in positions 20-23, and 5 blank characters in positions 24-29|Derived from [IDFDV], Field Identifier: ‘SUB-PIN-NUMBER’ (seq 1010)
|29|Resub Indicator|Derived from [IDFDV], Field Identifier: ‘SUB-RESUB-IND’ (seq 1020)
|30-35|Resub WFID|Derived from [IDFDV], Field Identifier: ‘SUB-RESUB-WFID’ (seq 1030)
|36-37|Software Code|Derived from [IDFDV], Field Identifier:‘SUB-SOFTWARE’ (seq 1040)
|38-94|Company Name|Derived from [IDFDV], Field Identifier:‘SUB-COMP-NAME’ (seq 1050)
|95-116|Location Address|Derived from [IDFDV], Field Identifier:‘SUB-COMP-LOCN’ (seq 1060)
|117-138|Delivery Address|Derived from [IDFDV], Field Identifier:‘SUB-COMP-DELIV’ (seq 1070)
|139-160|Company City|Derived from [IDFDV], Field Identifier:‘SUB-COMP-CITY’ (seq 1080)
|161-162|Company State Abbreviation|Derived from [IDFDV], Field Identifier:‘SUB-COMP-STATE’ (seq 1090)
|163-167|Company ZIP code|Derived from [IDFDV], Field Identifier:‘SUB-COMP-ZIP’ (seq 1100)
|168-171|Company ZIP code extension|Derived from [IDFDV], Field Identifier:‘SUB-COMP-ZIP-EXT’ (seq 1110)
|172-176|Blank|
|177-199|Company Foreign State/Province|Derived from [IDFDV], Field Identifier:‘SUB-COMP-F-STATE’ (seq 1120)
|200-214|Company Foreign Postal Code|Derived from [IDFDV], Field Identifier:‘SUB-COMP-F-POST’ (seq 1130)
|215-216|Company Country Code|Derived from [IDFDV], Field Identifier:‘SUB-COMP-COUNTRY’ (seq 1140)
|217-273|Submitter Name|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-NAME’ (seq 1150)
|274-295|Submitter Location Address|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-LOCN’ (seq 1160)
|296-317|Submitter Delivery Address|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-DELIV’ (seq 1170)
|318-339|Submitter City|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-CITY’ (seq 1180)
|340-341|Submitter State Abbreviation|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-STATE’ (seq 1190)
|342-346|Submitter ZIP code|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-ZIP’ (seq 1200)
|347-350|Submitter ZIP code extension|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-ZIP-EXT’ (seq 1210)
|351-355|Blank|
|356-378|Submitter Foreign State/Province|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-F-STATE’ (seq 1220)
|379-393|Submitter Foreign Postal Code|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-F-POST’ (seq 1230)
|394-395|Submitter Country Code|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-COUNTRY’ (seq 1240)
|396-422|Contact Name|Derived from [IDFDV], Field Identifier:‘SUB-CONT-NAME’ (seq 1250)
|423-437|Contact Phone Number|Derived from [IDFDV], Field Identifier:‘SUB-CONT-TEL’ (seq 1260)
|438-442|Contact Phone Extension|Derived from [IDFDV], Field Identifier:‘SUB-CONT-TEL-EXT’ (seq 1270)
|443-445|Blank|
|446-485|Contact E-mail|Derived from [IDFDV], Field Identifier:‘SUB-CONT-EMAIL’ (seq 1280)
|486-488|Blank|
|489-498|Contact FAX|Derived from [IDFDV], Field Identifier:‘SUB-CONT-FAX’ (seq 1290)
|499-499|Filler
|500-500|Preparer Code|Derived from [IDFDV], Field Identifier:‘SUB-PREPARER’ (seq 1310)
|501-512|Blank|
!Record Name: Code RA – Submitter Record (Same as the 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'}]
\\
At line 82 removed 27 lines
!Record Name: Code RE - Employer Record (Same as Federal Code RE)
||Column||Description||Source
|1-2|Record Identifier|Constant "RE"
|3-6|Tax year CCYY|From user specified FROM-TO period converted to CCYY
|7|Agent Indicator Code|Derived from [IDFDV], Field Identifier:‘W2-ER-AGENT-IND’ (seq 1500)
|8-16|Employer/Agent EIN|Derived the applicable Federal reporting EIN, from IDGV or IDGR
|17-25|Agent for EIN|Derived from [IDFDV], Field Identifier:‘W2-ER-FOR-EIN’ (seq 1510)
|26|Terminating Business Indicator|Derived from [IDFDV], Field Identifier:‘W2-ER-TERM-BUS’ (seq 1520)
|27-30|Establishment Number|Derived from [IDFDV], Field Identifier:‘W2-ER-ESTAB’ (seq 1530)
|31-39|Other EIN|Derived from [IDFDV], Field Identifier:‘W2-ER-OTHER-EIN’ (seq 1540)
|40-96|Employer Name|Derived from [IDFDV], Field Identifier:‘W2-ER-NAME’ (seq 2010)
|97-118|Employer Location Address|Derived from [IDFDV], Field Identifier:‘W2-ER-LOCN-ADDR’ (seq 2020)
|119-140|Employer Delivery Address|Derived from [IDFDV], Field Identifier:‘W2-ER-DELIV-ADDR’ (seq 2030)
|141-162|Employer City|Derived from [IDFDV], Field Identifier:‘W2-ER-CITY’ (seq 2040)
|163-164|Employer State Abbreviation|Derived from [IDFDV], Field Identifier:‘W2-ER-STATE’ (seq 2050)
|165-169|Employer ZIP Code|Derived from [IDFDV], Field Identifier:‘W2-ER-ZIP’ (seq 2060)
|170-173|Employer ZIP Code Extension|Derived from [IDFDV], Field Identifier:‘W2-ER-ZIP-EXT’ (seq 2070)
|174-174|Kind of Employer|Derived from [IDFDV], Field Identifier:‘W2-KIND-OF-EMPLOYER’ (seq 2120)
|175-178|Blank|
|179-201|Employer Foreign State/Province|Derived from [IDFDV], Field Identifier:‘W2-ER-F-STATE’ (seq 2080)
|202-216|Employer Foreign Postal Code|Derived from [IDFDV], Field Identifier:‘W2-ER-F-POSTAL’ (seq 2090)
|217-218|Employer Country Code|Derived from [IDFDV], Field Identifier:‘W2-ER-COUNTRY’ (seq 2100)
|219|Employment Code|From [IDGR] ‘W2 Employment Type’ or [IPRLU] FICA and Medicare method\\ \\If IPRLU.FICA method = "Do not calculate" and MEDICARE method is NOT "Do Not Calculate" then the employee is classified as Employment Type ‘Q’ for W2 reporting, otherwise the W2 Type of employment is derived from [IDGR] screen\\ \\A set of code RE, RW/RO/RS, RT/RU records will be generated for different type of employment
|220|Tax Jurisdiction Code|Derived from [IDFDV], Field Identifier:‘W2-ER-TAX-JURIS’ (seq 2110)
|221|Third-Party Sick Pay Indicator|Derived from [IDFDV], Field Identifier:‘SUB-3RD-PARTY-SICK’ (seq 1480)
|222-512|Blank|
At line 312 changed one line
*Annual Form Code – Use the standard supplied form code HL$US-W2-2013. The Variables need to be entered in this form code for specific use in the installation.
*Annual Form Code – Use the standard supplied form code HL$US-W2-2014. The Variables need to be entered in this form code for specific use in the installation.
At line 316 changed one line
*Period End Date:Enter the quarter end date, i.e. 30-Jun-2012
*Period End Date:Enter the quarter end date, i.e. 30-Jun-2013
At line 336 changed one line
|128-133 ID|Reporting Period (Month./Year\\ \\The Last Month End Date of the Quarter for which this report applies (i.e. 062012 for 2nd quarter of 2012)|
|128-133 ID|Reporting Period (Month./Year\\ \\The Last Month End Date of the Quarter for which this report applies (i.e. 062013 for 2nd quarter of 2013)|
This page (revision-32) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop