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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
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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

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Tax Reporting - ID
Tax Reporting - ID

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At line 3 changed one line
!!!Idaho Annual and Quarterly Reporting
!!!Delaware Annual and Quarterly Reporting
At line 6 changed one line
This document contains abbreviated set up requirement for the state of Idaho 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 Idaho only, please refer to the general document ([Tax Reporting - US General]) for other setup procedure that may also be required.
At line 11 changed one line
**‘W2 STATE MEDIA FILING’ - Idaho State accepts W2 wage report with federal information, the Media Filing variable should be set to ‘02’, which will include State of Idaho information in the Federal File.
**‘W2 STATE MEDIA FILING’ - Idaho State accepts W2 wage report with federal information, the Media Filing variable should be set to ‘02’, which will include state of Idaho information in the Federal File.
At line 25 changed 8 lines
[RPYEU] must be run with the following parameters and filters defined to generate the Idaho State file information:\\ \\
__RPYEU Report Parameters__
|Annual Form Code|Mandatory. Annual Form Code HL$US-W2-20YY, defined on the IDFDV form. Must be entered in order to produce the UI wage file in [ICESA] format. The ‘Variables’ must be entered into this Form code for specific use in the installation. \\NOTE: Always use the current year form code. __DO NOT__ use a prior year form code as the Identifiers may be obsolete.
|Period Type|Mandatory. Defines the period type. Enter "Year" for annual reporting.
|Period End Date|Mandatory. Defines the end date of the reporting period.
|Media Format|Mandatory. Defines the Federal file format for SSA reporting (includes 'RW' and 'RS' records).
|Directory Name| Mandatory. Defines the name of the government Magnetic Media file. Must be defined or an output file will not be produced
|Media File Name|Mandatory. Defines the media file name of the data being uploaded. Must be defined or an output file will not be produced
[RPYEU] must be run and the following selected to generate Idaho state file information:
|Report List Filters, Select State:|Idaho, USA
|Parameters, Annual Form Code:|(example: use standard form code‘HL$US-W2-2017’)
|Parameters, Period Type:|Year
|Parameters, Period End Date:|Year End Date (i.e. 31-Dec-2016)
|Parameters, Media Format:|State File Format
At line 34 changed 2 lines
__RPYEU Report Filters__
|Select State: Idaho, USA
The Directory and Media File Name parameters must be populated or an output file will not be produced.
At line 41 added one line
\\
At line 44 changed 2 lines
!Record Name: Code RW – Employer Record (Same as Federal Code RW)
[{InsertPage page='W2_EFW2_RECORD_RW'}]
!Record Name: Code RW - Employee Wage Record (Same as Federal Code RW)
||Column||Description||Source
|1-2|Record Identifier|Constant "RW"
|3-11|Social Security Number|Derived from [IDFDV], Field Identifier:‘W2-EE-SSN’ (seq 2500)\\ \\If an invalid SSN is encountered, this field is entered with zeroes.
|12-26|Employee First Name|Derived from [IDFDV], Field Identifier:‘W2-EE-FIRST-NAME’ (seq 2510)
|27-41|Employee Middle Name or Initial|Derived from [IDFDV], Field Identifier:‘W2-EE-MIDDLE’ (seq 2520)
|42-61|Employee Last Name|Derived from [IDFDV], Field Identifier:‘W2-EE-LAST-NAME’ (seq 2530)
|62-65|Employee Suffix|Derived from [IDFDV], Field Identifier:‘W2-EE-SUFFIX’ (seq 2540)
|66-87|Employee Location Address|Derived from [IDFDV], Field Identifier:‘W2-EE-LOCN-ADDR’ (seq 2600)
|88-109|Employee Delivery Address|Derived from [IDFDV], Field Identifier:‘W2-EE-DELIV-ADDR’ (seq 2610)
|110-131|Employee City|Derived from [IDFDV], Field Identifier:‘W2-EE-CITY’ (seq 2620)
|132-133|Employee State Abbreviation|Derived from [IDFDV], Field Identifier:‘W2-EE-STATE’ (seq 2630)
|134-138|Employee ZIP Code|Derived from [IDFDV], Field Identifier:‘W2-EE-ZIP’ (seq 2640)
|139-142|Employee ZIP Code Extension|Derived from [IDFDV], Field Identifier:‘W2-EE-ZIP-EXT’ (seq 2650)
|143-147|Blank|
|148-170|Employee Foreign State/Province|Derived from [IDFDV], Field Identifier:‘W2-EE-F-STATE’ (seq 2660)
|171-185|Employee Foreign Postal Code|Derived from [IDFDV], Field Identifier:‘W2-EE-F-POSTAL’ (seq 2670)
|186-187|Employee Country Code|Derived from [IDFDV], Field Identifier:‘W2-EE-COUNTRY’ (seq 2680)
|188-198|Wages, Tips and other compensation|Derived from [IDFDV], Field Identifier:‘W2-FIT-WAGE’ (seq 3000)
|199-209|Federal Income Tax Withheld|Derived from [IDFDV], Field Identifier:‘W2-FIT-TAX’ (seq 3010)
|210-220|Social Security Wages|Derived from [IDFDV], Field Identifier:‘W2-SSN-WAGE’ (seq 3020)
|221-231|Social Security Tax Withheld|Derived from [IDFDV], Field Identifier:‘W2-SSN-TAX’ (seq 3030)
|232-242| Medicare Wages & Tips|Derived from [IDFDV], Field Identifier:‘W2-MEDI-WAGE’ (seq 3040)
|243-253|Medicare Tax Withheld|Derived from [IDFDV], Field Identifier:‘W2-MEDI-TAX’ (seq 3050)
|254-264|Social Security Tips|Derived from [IDFDV], Field Identifier:‘W2-SSN-TIP’ (seq 3060)
|265-275|Advanced Earned Income Credit|Derived from [IDFDV], Field Identifier:‘W2-EIC’ (seq 3080)
|276-286|Dependent Care Benefits|Derived from [IDFDV], Field Identifier:‘W2-DEP-CARE’ (seq 3090)
|287-297|Deferred Compensation contribution to Section 401(k)|Derived from [IDFDV], Field Identifier:‘W2-CODE-D’ (seq 4030)
|298-308|Deferred Compensation contribution to Section 403(b)|Derived from [IDFDV], Field Identifier:‘W2-CODE-E’ (seq 4040)
|309-319|Deferred Compensation contribution to Section 408(k)(6)|Derived from [IDFDV], Field Identifier:‘W2-CODE-F’ (seq 4050)
|320-330|Deferred Compensation contribution to Section 457(b)|Derived from [IDFDV], Field Identifier:‘W2-CODE-G’ (seq 4060)
|331-341|Deferred Compensation contribution to Section 501(c)(18)(D)|Derived from [IDFDV], Field Identifier:‘W2-CODE-H’ (seq 4070)
|342-352|Filler
|353-363|Non-qualified Plan section 457|Derived from [IDFDV], Field Identifier:‘W2-NQUAL-457’ (seq 3102)
|364-374|Employer Contribution to a Health Savings Account|Derived from [IDFDV], Field Identifier:‘W2-CODE-W’ (seq 4190)
|375-385|Non-qualified Plan Not section 457|Derived from [IDFDV], Field Identifier:‘W2-NQUAL-N457’ (seq 3104)
|386-407|Blank|
|408-418|Employer cost of premiums for Group Term Life insurance over $50000|Derived from [IDFDV], Field Identifier:‘W2-CODE-C’ (seq 4020)
|419-429|Income from Non-statutory Stock Options|Derived from [IDFDV], Field Identifier:‘W2-CODE-V’ (seq 4180)
|430-462|Blank|
|463-473|Cost of Employer-Sponsored Health Coverage|Derived from [IDFDV], Field Identifier:‘W2-CODE-DD’ (seq 4250)
|474-485|Blank|
|486|Statutory Employee Indicator|Derived from [IDFDV], Field Identifier:‘W2-STAT-EE’ (seq 6000)\\ \\If the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
|487|Blank|
|488|Retirement Plan Indicator|Derived from [IDFDV], Field Identifier:‘W2-RETIRE-PLAN’ (seq 6020)\\ \\If the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
|489|Third-Party Sick Pay Indicator|Derived from [IDFDV], Field Identifier:‘W2-3PARTY-SICK’ (seq 6060)\\ \\If the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
|490-512|Blank|
At line 47 removed one line
At line 54 changed 7 lines
|12-22|Allocated Tips|Derived from the [IDFDV] ‘W2-ALLOC-TIP’ (seq 3070) Field Identifier
|23-33|Uncollected Employee Tax on Tips|A combination of the uncollected social security tax and the uncollected medicare tax.\\Derived from the [IDFDV] ‘W2-CODE-A’ + ‘W2-CODE-B’ (seq 4010) Field Identifiers
|34-44|Medical Savings Account|Derived from the [IDFDV] ‘W2-CODE-R’ (seq 4150) Field Identifier
|45-55|Simple Retirement Account|Derived from the [IDFDV] ‘W2-CODE-S’ (seq 4160) Field Identifier
|56-66|Qualified Adoption Expenses|Derived from the [IDFDV] ‘W2-CODE-T’ (seq 4170) Field Identifier
|67-77|Uncollected SSA tax on Group Ins > 50000|Derived from the [IDFDV] ‘W2-CODE-M’ (seq 4110) Field Identifier
|78-88|Uncollected Medicare tax on Group Ins > 50000|Derived from the [IDFDV] 'W2-CODE-N’ (seq 4120) Field Identifier
|12-22|Allocated Tips|Derived from [IDFDV], Field Identifier:‘W2-ALLOC-TIP’ (seq 3070)
|23-33|Uncollected Employee Tax on Tips\\ \\A combination of the uncollected social security tax and the uncollected medicare tax|Derived from [IDFDV], Field Identifier:‘W2-CODE-A’ + Field Identifier: ‘W2-CODE-B’ (seq 4010)
|34-44|Medical Savings Account|Derived from [IDFDV], Field Identifier:‘W2-CODE-R’ (seq 4150)
|45-55|Simple Retirement Account|Derived from [IDFDV], Field Identifier:‘W2-CODE-S’ (seq 4160)
|56-66|Qualified Adoption Expenses|Derived from [IDFDV], Field Identifier:‘W2-CODE-T’ (seq 4170)
|67-77|Uncollected SSA tax on Group Ins > 50000|Derived from [IDFDV], Field Identifier:‘W2-CODE-M’ (seq 4110)
|78-88|Uncollected Medicare tax on Group Ins > 50000|Derived from [IDFDV], Field Identifier:‘W2-CODE-N’ (seq 4120)
At line 62 changed one line
|111-121|Designated Roth Contribution under section 457(b)|Derived from the [IDFDV] ‘W2-CODE-EE’ (seq 4260) Field Identifier
|111-121|Designated Roth Contribution under section 457(b)|Derived from [IDFDV], Field Identifier:‘W2-CODE-EE’ (seq 4260)
At line 68 changed 8 lines
|266-274|Spouse’s SSN|Blank
|275-285|Wages Subject to Puerto Rico Tax|Stored as zeroes
|286-296|Commissions Subject to Puerto Rico Tax|Stored as zeroes
|297-307|Allowances Subject to Puerto Rico Tax|Stored as zeroes
|308-318|Tips Subject to Puerto Rico Tax|Stored as zeroes
|319-329|Total Wages, commissions, tips, and allowances subject to Puerto Rico Tax|Stored as zeroes
|330-340|Puerto Rico Tax Withheld|Stored as zeroes
|341-351|Retirement Fund Subject to Puerto Rico Tax|Stored as zeroes
|266-274|Spouse’s SSN\\ \\Blank|
|275-285|Wages Subject to Puerto Rico Tax\\ \\Stored as zeroes|
|286-296|Commissions Subject to Puerto Rico Tax\\ \\Stored as zeroes|
|297-307|Allowances Subject to Puerto Rico Tax\\ \\Stored as zeroes|
|308-318|Tips Subject to Puerto Rico Tax\\ \\Stored as zeroes|
|319-329|Total Wages, commissions, tips, and allowances subject to Puerto Rico Tax\\ \\Stored as zeroes|
|330-340|Puerto Rico Tax Withheld\\ \\Stored as zeroes|
|341-351|Retirement Fund Subject to Puerto Rico Tax\\ \\Stored as zeroes|
At line 80 changed 2 lines
|363-373|Total wages, tips and other compensation subject to Virgin Islands income tax|Stored as zeroes
|374-384|Virgin Islands, etc… Income Tax Withheld|Stored as zeroes
|363-373|Total wages, tips and other compensation subject to Virgin Islands income tax\\ \\Stored as zeroes|
|374-384|Virgin Islands, etc… Income Tax Withheld\\ \\Stored as zeroes|
At line 84 changed 2 lines
!Record Name: Code RS - State Record (Required)
!Record Name: Code RS - State Wage Record
At line 88 changed 39 lines
|3-4|State Code|Enter the appropriate FIPS code. Idaho is code "16". \\Derived from the State being reported
|5-9|Taxing Entity Code|Not applicable for Idaho Reporting. Fill with blanks.
|10-18|Social Security Number|Enter the employee's SSN.\\If an invalid SSN is encountered, this field is entered with zeroes. \\Derived from [IDFDV] W2-EE-SSN Field Identifier
|19-33|Employee First Name|Enter the employee's first name. \\Left justify and fill with blanks.\\Derived from [IDFDV] W2-EE-FIRST-NAME Field Identifier
|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. Include suite, room number, etc. \\Left justify and fill with blanks.\\Derived from [IDFDV] Field Identifier: ‘W2-EE-LOCN-ADDR’
|95-116|Employee Delivery Address|Enter the employee's delivery address. \\Left justify and fill with blanks.\\Derived from [IDFDV] Field Identifier: ‘W2-EE-DELIV-ADDR’
|117-138|Employee City|Enter the employee's city. Left justify and fill with blanks.\\Derived from [IDFDV] Field Identifier: ‘W2-EE-CITY’
|139-140|Employee State Abbreviation|Enter the employee's State postal abbreviation. \\Left justify and fill with blanks. For a foreign address, fill with blanks.\\Derived from [IDFDV] Field Identifier: ‘W2-EE-STATE’
|141-145|Employee ZIP Code|Enter the employee's zip code. For a foreign address, fill with blanks.\\Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP’
|146-149|Employee ZIP Code Extension|Enter the employee's four-digit zip code extension. If not applicable, fill with blanks.\\Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP-EXT’
|150-154|Blank|Reserved for SSA use. Fill with blanks.
|155-177|Employee Foreign State/Province|Enter the employee's foreign State/Province, if applicable. \\Left justify and fill with blanks. Otherwise, fill with blanks.\\Derived from [IDFDV] Field Identifier: ‘W2-EE-F-STATE’
|178-192|Employee Foreign Postal Code|Enter the employee's foreign postal code, if applicable. \\Left justify and fill with blanks. Otherwise, fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-F-POSTAL’
|193-194|Employee Country Code|If one of the following applies, fill with blanks: \\ \\* One of the 50 States of the U.S.A. \\* District of Columbia \\* Military Post Office (MPO) \\* American Samoa \\* Guam \\* Northern Mariana Islands \\* Puerto Rico \\* Virgin Islands \\ Otherwise, enter the applicable Country Code. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-COUNTRY’
|195-196|Blank|Fill with blanks.
|197-202 ID|Reporting Period|If applicable, enter the last month and 4-digit year for the calendar quarter for the reporting period. Example: “03YYYY” for January through March.
|203-213|State Quarterly Unemployment Insurance Total Wages|Right justify and zero fill. \\ __Applies to unemployment reporting.__
|214-224|State Quarterly Unemployment Insurance Total Taxable Wages|Right justify and zero fill. \\ __Applies to unemployment reporting.__
|225-226|Number of Weeks Worked|Defined by State/local agency. \\ __Applies to unemployment reporting.__
|227-234|Date First Employed|Enter the month, day and four-digit year. \\ __Applies to unemployment reporting.__
|235-242|Date of Separation|Enter the month, day and four-digit year. \\ __Applies to unemployment reporting.__
|243-247|Blank|Fill with blanks.
|248-255 ID| Employer Withholding Account Number|Enter 8-digit employer withholding account number
|256-267|Blank|Fill with blanks.
|268-273|Blank|Fill with blanks. Reserved for SSA use.
|274-275|State code|Enter the appropriate FIPS state code where state income tax should be reported. Idaho is code "16".
|276-286 ID|State Taxable Wages|Taxable Wages for Idaho. Use Whole Dollars only. Omit decimals. \\Right justify and zero fill. \\Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’
|287-297 ID|State Tax Withheld|Idaho Tax Withheld. Use Whole Dollars only. Omit decimals. \\Right justify and zero fill. \\Derived from [IDFDV] Field Identifier: ‘W2-ST-TAX-HOME’ and ‘W2-ST-TAX-WORK’
|298-307|Blank|Fill with blanks.
|308|Tax Type Code|Enter the appropriate code for entries in fields 309-330: \\* C = City Income Tax \\* D = County Income Tax \\* E = School District Income Tax \\* F = Other Income Tax. \\ __Applies to income tax reporting.__
|309-319|Local Taxable Wages|To be defined by State/local agency. If applicable, right justify and zero fill.\\ __Applies to income tax reporting.__
|320-330|Local Income Tax Withheld|To be defined by State/local agency. If applicable, right justify and zero fill. \\ __Applies to income tax reporting.__
|331-337|State Control Number|Optional. If applicable, right justify and zero fill. \\ __Applies to income tax reporting.__
|338-412|Supplemental Data 1|Optional field. If not applicable, fill with blanks.
|413-487|Supplemental Data 2|Optional field. If not applicable, fill with blanks
|488-512|Blank|Fill with blanks.
|3-4|State code, appropriate FIPS postal numeric code|Derived from the State being reported, from [IDFDV] sequence 7000.\\ \\e.g. Numeric Code for Idaho is "16"
|5-9 ID|Taxing Entity Code\\ \\Not used, fill with blanks|
|10-18|Social Security Number|Derived from [IDFDV], Field Identifier:‘W2-EE-SSN’ (seq 2500)\\ \\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’ (seq 2510)|
|34-48|Employee Middle Name or Initial|Derived from [IDFDV], Field Identifier:‘W2-EE-MIDDLE’ (seq 2520)|
|49-68|Employee Last Name|Derived from [IDFDV], Field Identifier:‘W2-EE-LAST-NAME’ (seq 2530)
|69-72|Employee Suffix|Derived from [IDFDV], Field Identifier:‘W2-EE-SUFFIX’ (seq 2540)
|73-94|Employee Location Address|Derived from [IDFDV], Field Identifier:‘W2-EE-LOCN-ADDR’ (seq 2600)
|95-116|Employee Delivery Address|Derived from [IDFDV], Field Identifier:‘W2-EE-DELIV-ADDR’ (seq 2610)
|117-138|Employee City|Derived from [IDFDV], Field Identifier:‘W2-EE-CITY’ (seq 2620)
|139-140|Employee State Abbreviation|Derived from [IDFDV], Field Identifier:‘W2-EE-STATE’ (seq 2630)
|141-145|Employee ZIP Code|Derived from [IDFDV], Field Identifier:‘W2-EE-ZIP’ (seq 2640)
|146-149|Employee ZIP Code Extension|Derived from [IDFDV], Field Identifier:‘W2-EE-ZIP-EXT’ (seq 2650)
|150-247 ID|Not used, fill with blanks|
|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
|268-273|Blank|
|274-275|State code, appropriate FIPS postal numeric code|Derived from the State being reported\\ \\e.g. Numeric Code for Idaho is "16"
|276-286|State Taxable Wages|Derived from [IDFDV], Field Identifier: ‘W2-ST-WAGE-HOME’(7020) and ‘W2-ST-WAGE-WORK’ (7030)
|287-297|State Income Tax Withheld|Derived from [IDFDV], Field Identifier: ‘W2-ST-TAX-HOME’ (7040) and ‘W2-ST-TAX-WORK’ (7050)
|298-512 ID|Not used, fill with blanks|
;Multiple Code RS records:Multiple code RS records are generated for an employee if there is 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 128 changed 2 lines
!Record Name: Code RT – Employer Record (Same as Federal Code RT)
[{InsertPage page='W2_EFW2_RECORD_RT'}]
!Record Name: Code RT - Total Record (Same as Federal Code RT)
||Column||Description||Source
|1-2|Record Identifier|Constant "RT"
|3-9|Number of RW Records\\ \\Total number of code "RW" 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 fo 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
|280-294|Blank|
|295-309|Cost of Employer-Sponsored Health Coverage|Derived from [IDFDV], Field Identifier:‘W2-CODE-DD’, total of all code "RW" records since last "RE" record
|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 134 changed 8 lines
|3-9| Number of RO Records|Total number of code "RO" records reported since last code "RE" record
|10-24|Allocated Tips|Total of all code "RO" records since last "RE" record. \\Derived from [IDFDV], Field Identifier:‘W2-ALLOC-TIP’,
|25-39|Uncollected Employee Tax on Tips|Total of all code "RO" records since last code "RE" record. \\Derived from [IDFDV], Field Identifier:‘W2-CODE-A’ and ‘W2-CODE-B’,
|40-54|Medical Savings Account|Total of all code "RO" records since last code "RE" record. \\Derived from [IDFDV], Field Identifier:‘W2-CODE-R’,
|55-69|Simple Retirement Account|Total of all code "RO" records since last code "RE" record. \\Derived from [IDFDV], Field Identifier:‘W2-CODE-S’,
|70-84|Qualified Adoption Expenses|Total of all code "RO" records since last code "RE" record. \\Derived from [IDFDV], Field Identifier:‘W2-CODE-T’,
|85-99|Uncollected SSA tax on Group Ins > 50000|Total of all code "RO" records since last code "RE" record. \\Derived from [IDFDV], Field Identifier: ‘W2-CODE-M’,
|100-114|Uncollected Medicare tax on Group Ins > 50000|Total of all code "RO" records since last code "RE" record. \\Derived from [IDFDV], Field Identifier: ‘W2-CODE-N’,
|3-9| Number of RO Records\\ \\Total number of code "RO" records reported since last code "RE" record|
|10-24|Allocated Tips|Derived from [IDFDV], Field Identifier:‘W2-ALLOC-TIP’, total of all code "RO" records since last "RE" record
|25-39|Uncollected Employee Tax on Tips|Derived from [IDFDV], Field Identifier:‘W2-CODE-A’ and ‘W2-CODE-B’, total of all code "RO" records since last "RE" record
|40-54|Medical Savings Account|Derived from [IDFDV], Field Identifier:‘W2-CODE-R’, total of all code "RO" records since last "RE" record
|55-69|Simple Retirement Account|Derived from [IDFDV], Field Identifier:‘W2-CODE-S’, total of all code "RO" records since last "RE" record
|70-84|Qualified Adoption Expenses|Derived from [IDFDV], Field Identifier:‘W2-CODE-T’, total of all code "RO" records since last "RE" record
|85-99|Uncollected SSA tax on Group Ins > 50000|Derived from [IDFDV], Field Identifier: ‘W2-CODE-M’, total of all code "RO" records since last "RE" record
|100-114|Uncollected Medicare tax on Group Ins > 50000|Derived from [IDFDV], Field Identifier: ‘W2-CODE-N’, total of all code "RO" records since last "RE" record
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|145-159|Designated Roth Contribution under section 457(b)|Total of all code "RO" records since last code "RE" record. \\Derived from [IDFDV], Field Identifier:‘W2-CODE-EE’,
|145-159|Designated Roth Contribution under section 457(b)|Derived from [IDFDV], Field Identifier:‘W2-CODE-EE’, total of all code "RO" records since last "RE" record
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|355-369|Wages Subject to Puerto Rico Tax|Stored as zeroes
|370-384|Commissions Subject to Puerto Rico Tax|Stored as zeroes
|385-399|Allowances Subject to Puerto Rico Tax|Stored as zeroes
|400-414|Tips Subject to Puerto Rico Tax|Stored as zeroes
|415-429|Total Wages, commissions, tips, and allowances subject to Puerto Rico Tax|Stored as zeroes
|430-444|Puerto Rico Tax Withheld|Stored as zeroes
|445-459|Retirement Fund Subject to Puerto Rico Tax|Stored as zeroes
|460-474|Total wages, tips and other compensation subject to Virgin Islands, … income tax|Stored as zeroes
|475-489|Virgin Islands, or Guam, or American Samoa, or Northern Mariana Islands Income Tax Withheld|Stored as zeroes
|355-369|Wages Subject to Puerto Rico Tax\\ \\Stored as zeroes|
|370-384|Commissions Subject to Puerto Rico Tax\\ \\Stored as zeroes|
|385-399|Allowances Subject to Puerto Rico Tax\\ \\Stored as zeroes|
|400-414|Tips Subject to Puerto Rico Tax\\ \\Stored as zeroes|
|415-429|Total Wages, commissions, tips, and allowances subject to Puerto Rico Tax\\ \\Stored as zeroes|
|430-444|Puerto Rico Tax Withheld\\ \\Stored as zeroes|
|445-459|Retirement Fund Subject to Puerto Rico Tax\\ \\Stored as zeroes|
|460-474|Total wages, tips and other compensation subject to Virgin Islands, … income tax\\ \\Stored as zeroes|
|475-489|Virgin Islands, or Guam, or American Samoa, or Northern Mariana Islands Income Tax Withheld\\ \\Stored as zeroes|
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!Record Name: Code RV - Employer Record (Required)
__State Specific__\\
!Record Name: Code RV – State Total Record
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|3-11|Federal Employer Identification Number (EIN)|Enter the employer’s federal Employer Identification Number (EIN). Numeric characters only. Omit hyphens. \\Derived from the applicable Federal reporting EIN, defined on IDGV or IDGR
|12-15|Name Control|Enter the first four letters of the legal business name. Left justify and fill with blanks.
|16-24|Idaho Withholding Account Number|Enter the 9-digit Idaho withholding account number. Numeric characters only. Omit hyphens. Right justify and zero fill. \\Derived from the IDFDV ‘W2-STATE-REGIST’ Field Identifier for the reporting State
|25|Filing Cycle|Enter M, B, Q or Y to define the payment frequency of the withholding account. M-Monthly, Q-Quarterly, B-Semimonthly, Y-Yearly. __NOTE: Y-yearly is the only option supported__
|26-31|Tax Period|Enter in format of MMYYYY for the reporting period
|32-42|Total Idaho Taxable Wages|Omit decimals. Right justify and zero fill. \\Derived from the IDFDV ‘W2-ST-WAGE-HOME’(7020) and ‘W2-ST-WAGE-WORK’ (7030) Field Identifiers
|43-53|Total Idaho Tax Withheld on W-2|Omit decimals. Right justify and zero fill. \\Derived from the IDFDV ‘W2-ST-TAX-HOME’ (7040) and ‘W2-ST-TAX-WORK’ (7050) Field Identifiers
|54-64|Withholding Payments Made During the Year|Payments made from January 1 to December 31 of the current reporting year. Omit decimals. Right justify and zero fill.
|65-86|Blank|Fill with blanks.
|87-97|Remaining Tax Due or Refund|Total of positions “43-53” minus “54-64”. Omit decimals. Right justify and zero fill. \\Derived from the total of ‘W2-ST-TAX-HOME’ (7040) and ‘W2-ST-TAX-WORK’ (7050) Field Identifiers
|98|Tax Due Sign|Enter negative sign (-) if there is a refund. Leave blank if zero or if there is a tax due.
|99-109|Penalty on Balance Due|Omit decimals. Right justify and zero fill.
|110-120|Interest on Balance Due|Omit decimals. Right justify and zero fill.
|121-131|Total Amount Due or Refund|Total amounts in positions “87-97” plus positions “99-109” plus positions “110-120”. \\Omit decimals. Right justify and zero fill. Derived from the total of ‘W2-ST-TAX-HOME’ (7040) and ‘W2-ST-TAX-WORK’ (7050) Field Identifiers
|132|Tax Due Sign|Enter negative sign (-) if there is a refund. Leave blank if zero or if there is a tax due.
|133-139|Total Number of Idaho W-2s|Right justify and zero fill.
|140-146|Total Number of 1099s|Right justify and zero fill.
|147|Fed/State Combined 1099 Participant|Enter “1” for Yes, “0” for No
|148-154|Total Number of W-2s & 1099s|Total of positions “133-139” plus positions “140-146”. Right justify and zero fill.
|155-165|Penalty for Late Filing|Omit decimals. Right justify and zero fill.
|166-176|Total of positions “121-131” plus positions “155-165”. Omit decimals. Right justify and zero fill.
|177|Tax Due Sign|Enter negative sign (-) if there is a refund. Leave blank if zero or if there is a tax due.
|178-512|Blank|Fill with Blanks
|3-11|Federal Employer Identification Number|Derived the applicable Federal reporting EIN, from [IDGV] or [IDGR]
|12-15|Name Control\\ \\First four letters of the legal business name|
|16-24|Idaho State Account Number|Derived from [IDFDV], Field Identifier:‘W2-STATE-REGIST’ for the reporting state\\ \\Enter only the numeric characters, right justify and zero fill.
|25-25|Filing Cycle|Payment Frequency (constant ‘Y’-yearly, this is the only option supported)
|26-31|Tax Period (MMYYYY)\\ \\(i.e. 122009)|
|32-42|Total Idaho Taxable Wages|Derived from [IDFDV], Field Identifier: ‘W2-ST-WAGE-HOME’(7020) and ‘W2-ST-WAGE-WORK’ (7030)
|43-53|Total Idaho tax withheld on W2s and 1099s|Derived from [IDFDV], Field Identifier: ‘W2-ST-TAX-HOME’ (7040) and ‘W2-ST-TAX-WORK’ (7050)
|54-64|Total withholding payments made during the year\\ \\Zero filled|
|65-75|Split Monthly filer payments\\ \\Leave blank if not Split Monthly filers\\ \\Blanks (split monthly filing not supported)|
|76-86|Calendar Year payment if Split Monthly filers\\ \\Leave blank if not Split Monthly filers\\ \\Blanks (split monthly filing not supported)|
|87-97|Remaining tax due or refund\\ \\Total of Field Identifier: ‘W2-ST-TAX-HOME’ (7040) and ‘W2-ST-TAX-WORK’ (7050)|
|98-98|Tax Due Sign\\ \\Enter negative sign if refund, leave blank if tax due or zero\\ \\Blank|
|99-109|Penalty on Balance Due\\ \\Enter Balance Due or Zero, do not leave blank\\ \\Fill with zeros|
|110-120|Interest on Balance Due\\ \\Interest or Zero, do not leave blank|
|121-131|Total Amount Due or Refund\\ \\Total of Field Identifier: ‘W2-ST-TAX-HOME’ (7040) and ‘W2-ST-TAX-WORK’ (7050)|
|132-132|Tax Due Sign\\ \\Enter negative sign if refund, leave blank if tax due or zero\\ \\Blank|
|133-139|Total number of Idaho W2s\\ \\Total number of code "RS" records on file|
|140-146|Total number of 1099s with Idaho withholding\\ \\Stored as zeroes|
|147-147|Fed/State combined 1099 participant\\ \\Enter ‘1’ for Yes, ‘0’ for No\\ \\Zeros|
|148-154|Total number of statements\\ \\Total number of Idaho W2s (pos 133-139), plus total number of 1099s with Idaho withholding (pos 140-146)|
|155-165|Penalty for late filing\\ \\Enter penalty amount or zeros, do not leave blank|
|166-176|Total Due or Refund\\ \\Total Due or Refund (pos 121-131), plus Penalty for late filing (pos 155-165)|
|177-177|Total Due sign\\ \\Enter negative sign if Refund, leave blank if Tax Due or Zero\\ \\Blank|
|178-512|Blank|
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!Record Name: Code RF - Final Record (Same as Federal Code RF)
||Column||Description||Source
|1-2|Record Identifier|Constant "RF"
|3-7|Blank|
|8-16|Number of RW Records\\ \\Total number of code "RW" records on file|
|17-512|Blank|
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!Record Name: Code RF – Employer Record (Same as Federal Code RF)
[{InsertPage page='W2_EFW2_RECORD_RF'}]
!!Quarterly UI Wage Reporting – ICESA format
[RPYEU] must be run and the following selected to generate Idaho State file information:
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*The state of IDAHO must be selected in the ‘Report List Filters’.
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*Annual Form Code – Use the standard supplied form code HL$US-W2-2017. 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$US-QTR-2012’. The Variables need to be entered in this form code for specific use in the installation.
*Period Type:Quarter
*Period End Date:Enter the quarter end date, i.e. 30-Jun-2016
*Media File Type:State SUI File Format\\ \\
*If the Directory Name/Media File Name is not supplied, an output file will not be produced.
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%%information NOTE: The following ‘Not Required’ fields may or may not always contain BLANKS. \\Columns coded with ID indicates it is a Idaho specific requirement which is not the standard record format%%
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[RPYEU] must be run with the following parameters and filters defined to generate the State UI File information:\\ \\
%%information Please note that the following ‘Not Required’ fields may or may not always contain BLANKS.%%
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__RPYEU Report Parameters__
|Quarterly Form Code|Mandatory. Quarterly Form Code HL$US-QTR-20YY, defined on the IDFDV form. \\Must be entered in order to produce the UI wage file in [ICESA] format. \\The ‘Variables’ must be entered into this Form code for specific use in the installation. \\NOTE: Always use the current year form code. __DO NOT__ use a prior year form code as the Identifiers may be obsolete.
|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. Enter 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 Columns coded with ID indicates it is a Idaho specific requirement which is not the standard record format%%
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__RPYEU Report Filters__
|Select State:Idaho, USA
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|2-10|Social Security Number|Employee’s social security number. If not known, enter ‘I’ in position 2 and blanks in position 3-10
|11-30|Employee Last Name|Enter the employee's last name.
|31-45 ID|Employee First Name|Enter the employee's first name.
|46-46 ID|Employee Middle Initial|Enter the employee's middle initial. Leave blank if there is no middle initial
|47-123 ID|Blank|Fill with blanks
|124-125 ID|State Code|Enter the State FIPS postal numeric code for the state the wages are being reported. The Idaho Code is ‘16’
|126-127 ID|Blank|Fill with blanks
|128-133 ID|Reporting Period|Enter the quarter (2-digits) and the year (4-digits) that is being reported. Example: 01YYYY for January-March
|134-140 ID|Blank|Fill with blanks
|141-150 ID|State QTR Unemployment Insurance Total Wages|Enter the Quarterly wages subject to unemployment taxes
|151-164 ID|Blank|Fill with blanks
|2-10|Social Security Number\\ \\Employee’s social security number; if not known, enter ‘I’ in position 2 and blanks in position 3-10|
|11-30|Employee Last Name|
|31-45 ID|Employee First Name|
|46-46 ID|Employee Middle Initial\\ \\The employee middle initial. Leave blank if there is no middle initial|
|47-123 ID|Blank|
|124-125 ID|State Code\\ \\The state FIPS postal numeric code for the state to which wages are being reported\\ \\The Idaho Code is ‘16’|
|126-127 ID|Blank|
|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)|
|134-140 ID|Blank|
|141-150 ID|State QTR Unemployment Insurance Total Wages\\ \\Quarterly wages subject to unemployment taxes|
|151-164 ID|Blank|
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|215-230 ID|Blank|Fill with blanks
|231-240 ID|State Unemployment Insurance Account Number|Enter the 10 digit account number assigned by Idaho Department of Labor for Unemployment Insurance\\Derived from the SUI Registration Number defined on [IDGV]
|241-275 ID|Blank|Fill with blanks
|215-230 ID|Blank|
|231-240 ID|State Unemployment Insurance Account Number.\\ \\The 10 digit number assigned by Idaho Department of Labor for Unemployment Insurance\\ \\SUI Registration Number from [IDGV]|
|241-275 ID|Blank|
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This page (revision-32) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop