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

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Version Date Modified Size Author Changes ... Change note
57 26-Nov-2021 10:22 40 KB kparrott to previous
56 26-Nov-2021 10:22 40 KB kparrott to previous | to last
55 26-Nov-2021 10:22 46 KB khiggs to previous | to last
54 26-Nov-2021 10:22 46 KB eyeung to previous | to last
53 26-Nov-2021 10:22 46 KB eyeung to previous | to last
52 26-Nov-2021 10:22 46 KB eyeung to previous | to last
51 26-Nov-2021 10:22 46 KB eyeung to previous | to last
50 26-Nov-2021 10:22 46 KB eyeung to previous | to last
49 26-Nov-2021 10:22 45 KB eyeung to previous | to last
48 26-Nov-2021 10:22 45 KB eyeung to previous | to last
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45 26-Nov-2021 10:22 45 KB rforbes to previous | to last
44 26-Nov-2021 10:22 45 KB kparrott to previous | to last US_Annual_Qtrly_Reporting_GEN ==> Tax Reporting - US General
43 26-Nov-2021 10:22 45 KB jmyers to previous | to last
42 26-Nov-2021 10:22 45 KB jmyers to previous | to last
41 26-Nov-2021 10:22 45 KB jmyers to previous | to last

Page References

Incoming links Outgoing links
Tax Reporting - IL
Tax Reporting - IL

Version management

Difference between version and

At line 5 added 9 lines
!!What's New for Tax Year 2011
The following changes have been noted for reporting W2 wages to the Federal Government:
*(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)
At line 6 changed one line
This document contains abbreviated set up requirement for the state of Illinois only, please refer to the general document ([Tax Reporting - US General]) for other setup procedure that may also be required.
This document contains abbreviated set up requirement for the state of Illinois only, please refer to the general document ([US_Annual_Qtrly_Reporting_GEN]) for other setup procedure that may also be required.
At line 9 changed one line
*The [IDGV Definition|IDGV#DefinitionTab] tab must be set up for ‘State Registration’ for State/Province: Illinois
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up for ‘State Registration’ for State/Province: Illinois
At line 14 changed one line
*The [IDGV Definition|IDGV#DefinitionTab] tab must be set up with ‘State SUI Registration’ for State/Province: Illinois
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up with ‘State SUI Registration’ for State/Province: Illinois
At line 22 changed one line
*If the Location Plant code needs to be reported on the [ICESA] code S record, the Location Plant code can be set up on the [IDLN]screen User Defined field.
*If the Location Plant code needs to be reported on the [ICESA] code S record, the user can set up the Location Plant code can be set up on the [IDLN]screen User Defined field.
At line 34 changed one line
|Parameters, Annual Form Code:|(example: use standard form code‘HL$US-W2-2017’)
|Parameters, Annual Form Code:|(example: use standard form code‘HL$US-W2-2012’)
At line 36 changed one line
|Parameters, Period End Date:|Year End Date (i.e. 31-Dec-2016)
|Parameters, Period End Date:|Year End Date (i.e. 31-Dec-2011)
At line 43 changed one line
!Record Name: Header Record – Must be the First Record in the EFW2 File
!Record Name: Header Record – Must be the first record in the EFW2 file
At line 49 changed 6 lines
!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 the Federal Code RE)
[{InsertPage page='W2_EFW2_RECORD_RE'}]
\\
!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|Derived from [IDFDV], Field Identifier:‘SUB-PIN-NUMBER’ (seq 1010)\\ \\Please note that this field consists of an 8-character PIN code in positions 12-19, a 4 character Software Vendor Code in positions 20-23, and 5 blanks in positions 24-28.
|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)
At line 56 changed one line
!Record Name: Code RW - Employee Wage Record (Same as the Federal Code RW)
|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 - Preferred Method of Problem Notification Code|Derived from [IDFDV], Field Identifier:‘SUB-CONT-METH’ (seq 1300)
500-500 - Preparer Code|Derived from [IDFDV], Field Identifier:‘SUB-PREPARER’ (seq 1310)
501-512|Blank|
!Record Name: Code RE - Employer Record (same as federal code RE)
At line 58 changed 45 lines
|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|
1-2 - Record Identifier|Constant "RE"
At line 104 changed one line
!Record Name: Code RO - Employee Wage Record (Optional, Same as the Federal Code RO)
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
- System 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|
!Record Name: Code RW - Employee Wage Record (same as the federal code RW)
At line 190 added 94 lines
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 - Military Employee’s Basic Quarters and Combat Pay|Derived from [IDFDV], Field Identifier:‘W2-CODE-Q’ (seq 4140)
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|
!Record Name: Code RO - Employee Wage Record (Optional, same as the federal code RO)
||Column||Description||Source
At line 109 removed 10 lines
|12-22|Allocated Tips|Derived from [IDFDV], Field Identifier:‘W2-ALLOC-TIP’ (seq 3070)
|23-33|Uncollected Employee Tax on Tips\\ \\Combined 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)
|89-110|Blank|
|111-121|Designated Roth Contribution under section 457(b)|Derived from [IDFDV], Field Identifier:‘W2-CODE-EE’ (seq 4260)
|122-264|Blank|
At line 288 added 21 lines
12-22 - Allocated Tips|Derived from [IDFDV], Field Identifier:‘W2-ALLOC-TIP’ (seq 3070)
23-33 - Uncollected Employee Tax on Tips
- combined 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)
89-110|Blank|
111-121 - Designated Roth Contribution under section 457(b)|Derived from [IDFDV], Field Identifier:‘W2-CODE-EE’ (seq 4260)
122-264|Blank|
At line 121 removed 11 lines
||Column||Description||Source
|265|Blank|
|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|
|352-362|Blank|
At line 133 changed 5 lines
;Location 363 to 384:For Virgin Islands, American Samoa, Guam, or Northern Mariana Islands employees
||Column||Description||Source
|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|
|385-512|Blank|
265|Blank|
266-274 - Spouse’s SSN
- blank
At line 139 changed 20 lines
!Record Name: Code RS - State Wage Record (Same as Federal Code RS)
||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. Illinois is code "17"
|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’ (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)
|150-154|Blank|
|155-177|Employee Foreign State/Province|Derived from [IDFDV], Field Identifier:‘W2-EE-F-STATE’ (seq 2660)
|178-192|Employee Foreign Postal Code|Derived from [IDFDV], Field Identifier:‘W2-EE-F-POSTAL’ (seq 2670)
|193-194|Employee Country Code|Derived from [IDFDV], Field Identifier:‘W2-EE-COUNTRY’ (seq 2680)
275-285 - Wages subject to Puerto Rico tax\\ \\Stored as zeroes|
At line 160 changed 12 lines
;Location 195 to 267:Apply to Quarterly Unemployment Reporting\\ \\If the user-specified ‘Period Type’ = ‘Quarter’, then Location 195 to 267 will be filled.\\ \\Please see [Tax Reporting - US General] for detail for quarterly reporting.
||Column||Description||Source
|195-196|Optional code\\ \\State Specific Data\\ \\If not used, enter blanks
|197-202|Reporting Period MMCCYY|From user-specified Period End Date converted to MMCCYY for the quarter\\ \\e.g. Period End Date = ‘31-Dec-2016’, then reporting period is ‘122016’
|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. For this reason, [RPYEU] is 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|Derived from State Quarterly Unemployment Insurance Total Wages and the SUI Maximum wage base as defined by the State government\\ \\Please see [Tax Reporting - US General] for detail for quarterly reporting
|225-226|Number of Weeks Worked|From system derived number of Weeks Worked for the Reporting State\\ \\The system reads all Pay Headers with pay category = ‘Regular Pay’ that are not reversed with Pay Issue Date falls within the user specified Quarter begin and end date\\ \\If the Pay Header’s Work State or Home State is the same as the reporting State, then the Pay Header Tax Weeks is accumulated
|227-234|Date First Employed MMDDCCYY|From system derived latest Employment Hired Date
|235-242|Date of Separation MMDDCCYY|From system derived latest Employment Termination Date that is greater than the Employment Hired Date
|243-247|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] screen for the SUI Registration of the State
|268-273|Blank|
286-296 - Commissions subject to Puerto Rico tax\\ \\Stored as zeroes|
At line 173 changed one line
;Location 274 to 337:Apply to Income Tax Reporting\\ \\If the user-specified ‘Period Type’ = ‘Quarter’ or ‘Year’, then Location 274 to 337 will be filled.
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|
352-362|Blank|
Location 363 to 384 are for Virgin Islands, American Samoa, Guam, or Northern Mariana Islands employees.
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|
385-512|Blank|
!Record Name: Code RS - State Wage Record (same as federal code RS)
At line 175 changed 11 lines
|274-275|State code, appropriate FIPS postal numeric code|Derived from the State being reported\\ \\e.g. Illinois is code "17"
|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)
|298-307|Other State Data, to be defined by each state|
|308|Tax Type Code\\ \\This field is used to report County, City or School district tax\\ \\If the County, City or School district requires to report taxes along with the State Tax information, then the following values are used for this field:\\C – City Income Tax\\D – County Income Tax\\E – School District Income Tax\\F – Other Income Tax\\ \\[IDGV] screen must be set up for the Local or School Registration by County/City or School district for the following fields on the [IDGV Variables|IDGV#VariablesTab] tab:\\'W2 STATE MEDIA FILING'\\'W2 TAX TYPE CODE'\\'W2 TAXING ENTITY'\\ \\'W2 STATE MEDIA FILING' indicates whether the County/City or School should report taxes with the State or not\\'W2 TAX TYPE CODE' must contain the valid Tax Type Code as defined above\\'W2 TAXING ENTITY' contains the Taxing Entity code supplied by the County/City or School government booklet\\ \\If County, City or School district tax is reported, this field is derived from [IDGV] 'W2 TAX TYPE CODE' field|
|309-319|Local Taxable Wages|If School Tax is reported, this field is derived from Identifier ‘W2-SCHL-WAGE’ (seq 6500)\\ \\If County Tax is reported, this field is derived from Identifier: 'W2-CN-WAGE-HOME’ and ‘W2-CN-WAGE-WORK’\\ \\If City Tax is reported, this field is derived from:‘W2-CI-WAGE-HOME’ and ‘W2-CI-WAGE-WORK’
|320-330|Local Income Tax Withheld|If School Tax is reported, this field is derived from Identifier ‘W2-SCHL-TAX’ (seq 6510)\\ \\If County Tax is reported, this field is derived from Identifier: ‘W2-CN-TAX-HOME’ and ‘W2-CN-TAX-WORK’\\ \\If City Tax is reported, this field is derived from:‘W2-CI-TAX-HOME’ and ‘W2-CI-TAX-WORK’
|331-337|State Control Number (optional)\\ \\Blank
|338-412|Supplemental Data 1\\ \\State Specific Data\\ \\If not used, enter blanks|
|413-487|Supplemental Data 2\\ \\State Specific Data\\ \\If not used, enter blanks|
|488-512|Blank|
1-2 - Record Identifier
- Constant "RS"
At line 187 changed 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.
3-4 - State code, appropriate FIPS postal numeric code
- system Derived from the State being reported, from IDFDV sequence 7000.
- e.g. Illinois is code "17"
At line 189 changed one line
!Record Name: Code RT - Total Record (Same as Federal Code RT)
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’ (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)
150-154|Blank|
155-177 - Employee Foreign State/Province|Derived from [IDFDV], Field Identifier:‘W2-EE-F-STATE’ (seq 2660)
178-192 - Employee Foreign Postal Code|Derived from [IDFDV], Field Identifier:‘W2-EE-F-POSTAL’ (seq 2670)
193-194 - Employee Country Code|Derived from [IDFDV], Field Identifier:‘W2-EE-COUNTRY’ (seq 2680)
Location 195 to 267 apply to Quarterly UNEMPLOYMENT REPORTING.
If the user specified ‘Period Type’ = ‘Quarter’, then Location 195 to 267 will be filled.
Please read document PR_US_QTR_MMREF_Generic.doc for detail for quarterly reporting.
195-196 - Optional code
- State Specific Data. If not used, enter blanks.
197-202 - Reporting Period MMCCYY
- From user specified Period End Date converted to MMCCYY for the quarter
- e.g. Period End Date = ‘31-Dec-2003’, then reporting period is ‘122003’
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, therefore RPYEU is 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
225-226 - Number of Weeks Worked
- From system derived number of Weeks Worked for the Reporting State
- the system reads all Pay Headers with pay category = ‘Regular Pay’ that are not reversed with Pay Issue Date falls within the user specified Quarter begin and end date
- if the Pay Header’s Work State or Home State is the same as the reporting State, then the Pay Header Tax Weeks is accumulated
227-234 - Date First Employed MMDDCCYY
- From system derived latest Employment Hired Date
235-242 - Date of Separation MMDDCCYY
- From system derived latest Employment Termination Date that is greater than the Employment Hired Date
243-247|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 screen for the SUI Registration of the State
268-273|Blank|
Location 274 to 337 apply to INCOME TAX REPORTING.
If the user specified ‘Period Type’ = ‘Quarter’ or ‘Year’, then Location 274 to 337 will be filled.
274-275 - State code, appropriate FIPS postal numeric code
- system Derived from the State being reported
- e.g. Illinois is code "17"
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)
298-307 - Other State Data, to be defined by each State
308 - Tax Type Code
- this field is used to report County, City or School district tax
- if the County, City or School district requires to report taxes along with the State Tax information, then the following values are used for this field:
C – City Income Tax
D – County Income Tax
E – School District Income Tax
F – Other Income Tax
- the user must set up IDGV screen for the Local or School Registration by County/City or School district for the following fields on the Variables Tab:
- 'W2 STATE MEDIA FILING'
- 'W2 TAX TYPE CODE'
- 'W2 TAXING ENTITY'
- 'W2 STATE MEDIA FILING' indicates whether the County/City or School should report taxes with the State or not
- 'W2 TAX TYPE CODE' must contain the valid Tax Type Code as defined above
- 'W2 TAXING ENTITY' contains the Taxing Entity code supplied by the County/City or School government booklet
- if County, City or School district tax is reported, this field is derived from IDGV 'W2 TAX TYPE CODE' field
309-319 - Local Taxable Wages
- if School Tax is reported, this field is derived from Identifier ‘W2-SCHL-WAGE’ (seq 6500)
- if County Tax is reported, this field is derived from Identifier
‘W2-CN-WAGE-HOME’ and ‘W2-CN-WAGE-WORK’
- if City Tax is reported, this field is derived from :
‘W2-CI-WAGE-HOME’ and ‘W2-CI-WAGE-WORK’
320-330 - Local Income Tax Withheld
- if School Tax is reported, this field is derived from Identifier ‘W2-SCHL-TAX’ (seq 6510)
- if County Tax is reported, this field is derived from Identifier
‘W2-CN-TAX-HOME’ and ‘W2-CN-TAX-WORK’
- if City Tax is reported, this field is derived from :
‘W2-CI-TAX-HOME’ and ‘W2-CI-TAX-WORK’
331-337 - State Control Number (optional)
- blank
338-412 - Supplemental Data 1
- State Specific Data. If not used, enter blanks.
413-487 - Supplemental Data 2
- State Specific Data. If not used, enter blanks.
488-512|Blank|
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.
!Record Name: Code RT - Total Record (same as federal code RT)
At line 191 changed 26 lines
|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 of 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|
1-2 - Record Identifier
- Constant "RT"
At line 218 changed one line
!Record Name: Code RU - Total Record (Optional, Same as Federal Code RU)
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 - Military Employee’s Basic Quarters and Combat Pay|Derived from [IDFDV], Field Identifier:‘W2-CODE-Q’, total of all code ‘RW’ records since last ‘RE’ record
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|
!Record Name: Code RU - Total Record (Optional, same as federal code RU)
At line 220 changed 22 lines
|1-2|Record Identifier|Constant "RU"
|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 Identifiers:‘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
|115-144|Blank|
|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
|160-354|Blank|
|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|
|490-512|Blank|
1-2 - Record Identifier
- Constant "RU"
At line 548 added 44 lines
3-9 - Number of RO Records
- Total number of code "RO" records reported since last code "RE" reocrd
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 Identifiers:‘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
115-144|Blank|
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
160-354|Blank|
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|
490-512|Blank|
At line 245 changed 5 lines
|1-2|Record Identifier|Constant "RV"
|3-9|Number of RS Records\\ \\Total of Employee Records (RS) reported since the last Employer Record (RE)\\ \\Right justify and zero fill|
|10-24|Total State Taxable Wages (all states)\\ \\Total of Employee Records (RS) reported since the last Employer Record (RE)\\ \\Right justify and zero fill\\ \\Dollars and cents|
|25-39|Total State Income Tax Withheld (all states)\\ \\Total of Employee Records (RS) reported since the last Employer Record (RE)\\ \\Right justify and zero fill\\ \\Dollars and cents|
|40-512|Blank|
1-2 - Record Identifier
- Constant "RV"
At line 597 added 14 lines
3-9 - Number of RS Records
- Total of Employee Records (RS) reported since the last Employer Record (RE)
- Right justify and zero fill.
10-24 - Total State Taxable Wages (all states)
- Total of Employee Records (RS) reported since the last Employer Record (RE)
- Right justify and zero fill. Dollars and cents.
25-39 - Total State Income Tax Withheld (all states).
- Total of Employee Records (RS) reported since the last Employer Record (RE)
- Right justify and zero fill. Dollars and cents.
40-512|Blank|
At line 253 changed 4 lines
|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|
1-2 - Record Identifier
- Constant "RF"
At line 616 added 9 lines
3-7|Blank|
8-16 - Number of RW Records
- Total number of code "RW" records on file
17-512|Blank|
At line 263 changed one line
*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.
*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.
At line 267 changed one line
*Period End Date:Enter the quarter end date, i.e. 30-Jun-2016
*Period End Date:Enter the quarter end date, i.e. 30-Jun-2011
At line 272 changed one line
%%information Note: Columns coded with IL indicates it is a Illinois specific requirement which is not the standard record format.%%
Note: Columns coded with IL indicates it is a Illinois specific requirement which is not the standard record format
At line 641 added one line
At line 275 removed one line
%%Note: Numeric fields are zero filled and right justified. Alphanumeric fields are filled with spaces.%%
At line 644 added 3 lines
Note: Numeric fields are zero filled and right justified. Alphanumeric fields are filled with spaces.
At line 278 changed 19 lines
|1-1|Record Identifier|Constant ‘A’
|2-5|Payment Year\\ \\The year for which this report is being prepared|From user-specified FROM-TO period converted to YYYY
|6-14|Transmitter’s Federal EIN\\ \\Enter only numeric characters; omit hyphens, prefixes and suffixes|Derived from IDFDV screen, Field Identifier: ‘TRAN EIN’
|15-18|Taxing Entity Code|Constant ‘UTAX’
|19-23|Blank|
|24-73|Transmitter Name\\ \\The transmitter name of the organization submitting the file|Derived from [IDFDV], Field Identifier:‘TRAN NAME’
|74-113|Transmitter Street Address\\ \\The street address of the organization submitting the file|Derived from [IDFDV], Field Identifier:‘TRAN ADDRESS’
|114-138|Transmitter City\\ \\The city of the organization submitting the file|Derived from [IDFDV], Field Identifier:‘TRAN CITY’
|139-140|Transmitter State\\ \\The standard two character FIPS postal abbreviation|Derived from [IDFDV], Field Identifier:‘TRAN STATE’
|141-153|Blank|
|154-158|Transmitter ZIP Code\\ \\A valid ZIP code|Derived from [IDFDV], Field Identifier:‘TRAN ZIP CODE’
|159-163|Transmitter ZIP Code extension\\ \\Use this field as necessary for the four digit extension of ZIP code. Include hypen in position 159|Derived from [IDFDV], Field Identifier:‘TRAN ZIP EXTN’ (include ‘-‘ in position 159)
|164-193|Transmitter Contact\\ \\Title of individual from transmitter organization responsible for the accuracy of the wage report|Derived from [IDFDV], Field Identifier:‘TRAN CONTACT’
|194-203|Transmitter Contact Telephone Number\\ \\The transmitter contact's telephone number|Derived from [IDFDV], Field Identifier:‘TRAN CONTACT PHONE’
|204-207|Telephone Extension/Box\\ \\The Transmitter telephone extension or message box|Derived from [IDFDV], Field Identifier:‘TRAN CONTACT EXTN’
|208-213|Media Transmitter/Authorization Number\\ \\Identifier assigned to the entity transmitting the media|Derived from [IDFDV], Field Identifier:‘TRAN MEDIA NUMBER’
|214-242 IL|Not Used\\ \\Enter blanks|
|243-250|Media Creation Date.\\ \\Enter date in MMDDYYYY format|Derived from the System Date
|251-276|Blank|
1-1 - Record Identifier.
- Constant ‘A’.
At line 651 added 52 lines
2-5 - Payment Year.
- Enter year for which this report is being prepared
- From user specified FROM-TO period converted to YYYY
6-14 - Transmitter’s Federal EIN
- Enter only numeric characters; omit hyphens, prefixes and suffixes
- Derived from IDFDV screen, Field Identifier: ‘TRAN EIN’
15-18 - Taxing Entity Code.
- Constant ‘UTAX’
19-23|Blank|
24-73 - Transmitter Name.
- Enter the transmitter name of the organization submitting the file|Derived from [IDFDV], Field Identifier:‘TRAN NAME’
74-113 - Transmitter Street Address.
- Enter the street address of the organization submitting the file|Derived from [IDFDV], Field Identifier:‘TRAN ADDRESS’
114-138 - Transmitter City.
- Enter the city of the organization submitting the file|Derived from [IDFDV], Field Identifier:‘TRAN CITY’
139-140 - Transmitter State.
- Enter the standard two character FIPS postal abbreviation|Derived from [IDFDV], Field Identifier:‘TRAN STATE’
141-153|Blank|
154-158 - Transmitter ZIP Code.
- Enter a valid ZIP code|Derived from [IDFDV], Field Identifier:‘TRAN ZIP CODE’
159-163 - Transmitter ZIP Code extension.
- Use this field as necessary for the four digit extension of ZIP code. Include hypen in position 159|Derived from [IDFDV], Field Identifier:‘TRAN ZIP EXTN’ (include ‘-‘ in position 159)
164-193 - Transmitter Contact.
- Title of individual from transmitter organization responsible for the accuracy of the wage report|Derived from [IDFDV], Field Identifier:‘TRAN CONTACT’
194-203 - Transmitter Contact Telephone Number
- Telephone number at which the transmitter contact can be telephoned|Derived from [IDFDV], Field Identifier:‘TRAN CONTACT PHONE’
204-207 - Telephone Extension/Box.
- Enter transmitter telephone extension or message box|Derived from [IDFDV], Field Identifier:‘TRAN CONTACT EXTN’
208-213 - Media Transmitter/Authorization Number.
- Identifier assigned to the entity transmitting the media|Derived from [IDFDV], Field Identifier:‘TRAN MEDIA NUMBER’
214-242 IL - Not Used.
- Enter blanks.
243-250 - Media Creation Date.
- Enter date in MMDDYYYY format
- Derived from the System Date
251-276|Blank|
At line 300 changed 21 lines
|1-1|Record Identifier|Constant ‘B’
|2-5|Payment Year\\ \\The year for which this report is being prepared|
|6-14|Transmitter’s Federal EIN.\\ \\Enter only numeric characters|Derived from [IDFDV], Field Identifier:BASIC EIN
|15-22|Computer\\ \\The manufacturer’s name|Derived from [IDFDV], Field Identifier: ‘BASIC COMPUTER’
|23-24|Internal Label\\ \\‘SL’, ‘NS’, ‘NL’, ‘AL’, or blank for diskette|Derived from [IDFDV], Field Identifier:‘BASIC INTERNAL LABEL’ (first 2 characters)
|25-25|Blank|
|26-27|Density\\ \\‘16’, ‘62’, ‘38’, or blank for diskette|
|28-30|Recording Code (Character Set)\\ \\“EBC’, or ‘ASC’. Always ‘ASC’ for diskette|
|31-32|Number of Tracks\\ \\ ‘09’, or ‘18’, or blanks for diskette|
|33-34|Blocking Factor\\ \\The blocking factor of the file, not to exceed 85\\ \\Enter blanks for diskette|
|35-38|Taxing Entity Code|Constant ‘UTAX’
|39-146|Blank|
|147-190|Organization Name\\ \\The name of the organization to which the media should be returned|Derived from [IDFDV], Field Identifier:‘BASIC NAME’
|191-225|Street Address\\ \\The street address of the organization to which the media should be returned|Derived from [IDFDV], Field Identifier:‘BASIC ADDRESS’
|226-245|City\\ \\The city of the organization to which the media should be returned|Derived from [IDFDV], Field Identifier:‘BASIC CITY’
|246-247|State\\ \\The standard two character FIPS postal abbreviation|Derived from [IDFDV], Field Identifier:‘BASIC STATE’
|248-252|Blank|
|253-257|ZIP Code\\ \\A valid ZIP code|Derived from [IDFDV], Field Identifier:‘BASIC ZIP CODE’
|258-262|ZIP Code extension\\ \\Four digit extension of ZIP code, including the hypen in position 258|Derived from [IDFDV], Field Identifier:‘BASIC ZIP EXTN’
|263-264 IL|Filing Type\\ \\‘MC’ for Magnetic Cartridge\\‘D3’ for 3.5 inch Diskette\\‘ED’ for Modem|Derived from [IDFDV], Field Identifier:‘BASIC INTERNAL LABEL’ (3rd and 4th characters)
|265-276 IL|Blank|
1-1 - Record Identifier.
- Constant ‘B’
At line 708 added 57 lines
2-5 - Payment Year.
- Enter the year for which this report is being prepared
6-14 - Transmitter’s Federal EIN.
- Enter only numeric characters|Derived from [IDFDV], Field Identifier:BASIC EIN
15-22 - Computer.
- Enter the manufacturer’s name|Derived from [IDFDV], Field Identifier: ‘BASIC COMPUTER’
23-24 - Internal Label.
- ‘SL’, ‘NS’, ‘NL’, ‘AL’, or blank for diskette|Derived from [IDFDV], Field Identifier:‘BASIC INTERNAL LABEL’ (first 2 characters)
25-25|Blank|
26-27 - Density.
- ‘16’, ‘62’, ‘38’, or blank for diskette
28-30 - Recording Code (Character Set).
- “EBC’, or ‘ASC’. Always ‘ASC’ for diskette
31-32 - Number of Tracks.
- ‘09’, or ‘18’, or blanks for diskette
33-34 - Blocking Factor.
- Enter the blocking factor of the file, not to exceed 85. Enter blanks for diskette
35-38 - Taxing Entity Code.
- Constant ‘UTAX’
39-146|Blank|
147-190 - Organization Name.
- The name of the organization to which the media should be returned|Derived from [IDFDV], Field Identifier:‘BASIC NAME’
191-225 - Street Address.
- The street address of the organization to which the media should be returned|Derived from [IDFDV], Field Identifier:‘BASIC ADDRESS’
226-245 - City.
- The city of the organization to which the media should be returned|Derived from [IDFDV], Field Identifier:‘BASIC CITY’
246-247 - State.
- Enter the standard two character FIPS postal abbreviation|Derived from [IDFDV], Field Identifier:‘BASIC STATE’
248-252|Blank|
253-257 - ZIP Code.
- Enter a valid ZIP code|Derived from [IDFDV], Field Identifier:‘BASIC ZIP CODE’
258-262 - ZIP Code extension.
- Enter four digit extension of ZIP code, including the hypen in position 258|Derived from [IDFDV], Field Identifier:‘BASIC ZIP EXTN’
263-264 IL - Filing Type
- ‘MC’ for Magnetic Cartridge
- ‘D3’ for 3.5 inch Diskette
- ‘ED’ for Modem|Derived from [IDFDV], Field Identifier:‘BASIC INTERNAL LABEL’ (3rd and 4th characters)
265-276 IL|Blank|
At line 324 changed 29 lines
|1-1|Record Identifier|Constant ‘E’.
|2-5|Payment Year\\ \\The year for which the report is being prepared|
|6-14|Federal EIN\\ \\Enter only numeric characters|Derived from the IDGV State SUI Registration
|15-23|Blank|
|24-73|Employer Name\\ \\The first 50 positions of the employer’s name exactly as registered with the state UI agency|Derived from the Entity
|74-113|Employer Street Address|Derived from the Entity Location
|114-138|Employer City\\ \\The city of employer’s mailing address|Derived from the Entity Location
|139-140|Employer State\\ \\The standard two character FIPS postal abbreviation of the employer’s address|Derived from the Entity Location
|141-148|Blank|
|149-153|ZIP code extension\\ \\Four digit extension of ZIP code, including the hyphen in position 149|Derived from the Entity Location
|154-158|ZIP code\\ \\Valid ZIP code|Derived from the Entity Location.
|159-159|Blank|
|160-160|Type of Employment\\ \\‘A’, “H’, ‘M’, ‘Q’, ‘R’, or ‘X’|Derived from [IDFDV], Field Identifier:‘TYPE OF EMPLOYMENT’\\ \\Not used by [IDES]
|161-162|Blocking Factor\\ \\The blocking factor of the file, not to exceed 85\\ \\Enter blanks for diskette|
|163-166|Establishment Number or Coverage Group/PRU\\ \\Enter either the establishment number of the coverage group/PRU, or blank\\ \\Field Identifier ESTABLISHMENT NUMBER’\\ \\Not used by [IDES]|
|167-170|Taxing Entity Code|Constant ‘UTAX’
|171-172|State Identifier Code\\ \\The state FIPS postal numeric code for the state to which wages are being reported\\ \\FIPS numeric code for Illinois is ‘17’|
|173-187|State Unemployment Insurance Account Number|Derived from the IDGV State SUI Registration
|188-189|Reporting Period\\ \\‘03’, ‘06’, ‘09’, or ‘12’|
|190-190|No Workers/No Wages\\ \\Enter ‘0’ to indicate that the ‘E’ record will not be followed by the ‘S’ record, enter ‘1’ to indicate otherwise\\ \\Since Code S records will be generated, this field is default to ‘1’|
|191-191|Tax Type Code\\ \\- ‘R’ for Reimbursable Employer\\‘T’ for Taxable Employers\\ \\This field is defaulted to ‘T’|
|192-208 IL|Not Used\\ \\Enter blanks|
|209-255|Blank|
|256-256|Foreign Indicator\\ \\If data in positions 74-158 is for a foreign address, enter the letter ‘X’, otherwise else leave it blank\\ \\Not used by [IDES]|Derived from [IDFDV], Field Identifier:‘FOREIGN ADDR INDICATOR’
|257-257|Blank|
|258-266|Other EIN\\ \\Enter Blanks if no other EIN was used\\ \\Not used by [IDES]|Derived from [IDFDV], Field Identifier:‘OTHER EIN’
|267-267|Report Type\\ \\Not used, fill with blanks|
|268-269|Report Number\\ \\Not used, fill with blanks|
|270-276|Blank|
1-1 - Record Identifier.
- Constant ‘E’.
At line 770 added 93 lines
2-5 - Payment Year.
- Enter the year for which the report is being prepared
6-14 - Federal EIN
- Enter only numeric characters
- Derived from the IDGV State SUI Registration
15-23|Blank|
24-73 - Employer Name.
- Enter the first 50 positions of the employer’s name exactly as registered with the state UI agency
- Derived from the Entity
74-113 - Employer Street Address
- Enter the street address of the Employer
- Derived from the Entity Location
114-138 - Employer City
- Enter the city of employer’s mailing address
- Derived from the Entity Location
139-140 - Employer State
- Enter the standard two character FIPS postal abbreviation of the employer’s address
- Derived from the Entity Location
141-148|Blank|
149-153 - ZIP code extension
- Enter four digit extension of ZIP code, including the hyphen in position 149.
- Derived from the Entity Location
154-158 - ZIP code.
- Enter a valid ZIP code
- Derived from the Entity Location.
159-159|Blank|
160-160 - Type of Employment.
- ‘A’, “H’, ‘M’, ‘Q’, ‘R’, or ‘X’|Derived from [IDFDV], Field Identifier:‘TYPE OF EMPLOYMENT’
- Not used by IDES
161-162 - Blocking Factor.
- Enter blocking factor of the file, not to exceed 85. Enter blanks for diskette.
163-166 - Establishment Number or Coverage Group/PRU.
- Enter either the establishment number of the coverage group/PRU, or blank.
- Field Identifier ESTABLISHMENT NUMBER’
- Not used by IDES
167-170 - Taxing Entity Code.
- Constant ‘UTAX’
171-172 - State Identifier Code.
- Enter the state FIPS postal numeric code for the state to which wages are being reported.
- FIPS numeric code for Illinois is ‘17’.
173-187 - State Unemployment Insurance Account Number.
- Enter state UI employer account number.
- Derived from the IDGV State SUI Registration
188-189 - Reporting Period.
- ‘03’, ‘06’, ‘09’, or ‘12’.
190-190 - No Workers/No Wages.
- Enter ‘0’ to indicate that the ‘E’ record will not be followed by the ‘S’ record. Enter ‘1’ to indicate otherwise.
- since Code S records will be generated, this field is default to ‘1’
191-191 - Tax Type Code
- ‘R’ for Reimbursable Employer
- ‘T’ for Taxable Employers
- this field is default to ‘T’
192-208 IL - Not Used
- Enter blanks.
209-255|Blank|
256-256 - Foreign Indicator.
- If data in positions 74-158 is for a foreign address, enter the letter ‘X’, else leave it blank|Derived from [IDFDV], Field Identifier:‘FOREIGN ADDR INDICATOR’
- Not used by IDES
257-257|Blank|
258-266 - Other EIN.
- Enter Blanks if no other EIN was used|Derived from [IDFDV], Field Identifier:‘OTHER EIN’
- Not used by IDES
267-267 - Report Type,
- Not used, fill with blanks.
268-269 - Report Number,
- Not used, fill with blanks.
270-276|Blank|
At line 356 changed 28 lines
|1-1|Record Identifier|Constant ‘S’
|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|
|31-42|Employee First Name|
|43-43|Employee Middle Initial\\ \\Leave blank if no middle initial|
|44-45|State Code\\ \\The state FIPS postal numeric code for the state to which wages are being reported\\ \\Illinois Code is ‘17’|
|46-49|Blank|
|50-63|State QTR Total Gross Wages\\ \\Not used by [IDES]|
|64-77|State QTR Unemployment Insurance Total Wages\\ \\Quarterly wages subject to unemployment taxes|
|78-91|State QTR Unemployment Insurance Excess Wages\\ \\Not used by [IDES]|
|92-105|State QTR Unemployment Insurance Taxable Wages\\ \\Not used by [IDES]|
|106-120|Quarterly State Disability Insurance Taxable Wages\\ \\Not used by [IDES]|
|121-129|Quarterly Tip Wages\\ \\Not used by [IDES]|
|130-131|Number of Weeks Worked\\ \\Not used by [IDES]|
|132-134|Number of Hours Worked\\ \\Not used by [IDES]|
|135-142|Blank|
|143-146|Taxing Entity Code|Constant ‘UTAX’.
|147-15|State Unemployment Insurance Account Number|SUI Registration Number from [IDGV]
|154-161|Blank|
|162-164|Unit/Division Location/Plant Code\\ \\Enter the plant Code if applicable|From the employee’s prime assignment [IEAS] location code. Then in [IDLN] the applicable plant code for this location can be specified on the UDF ‘LOCATION PLANT CODE’ to be reported.\\\ \\If the [IDLN] UDF ‘LOCATION PLANT CODE’ is not specified, then this field is filled with zeroes
|165-176|Blank|
|177-211 IL|Not Required|
|212-212|Month 1 Employment\\ \\1 if an employee worked or received pay for the pay period including the 12th day of the first month, otherwise 0\\ \\This field is not used by [IDES]\\ \\However, the Total T record requires reporting the Total Number of employees covered by UI who worked or received pay for the pay period including the 12th day of the first month, this field is reported for auditing purpose|
|213-213|Month 2 Employment\\ \\1 if an employee worked or received pay for the pay period including the 12th day of the second month, otherwise 0\\ \\Same logic as Month 1 Employment|
|214-214|Month 3 Employment\\ \\1 if an employee worked or received pay for the pay period including the 12th day of the third month, otherwise 0\\ \\Same logic as Month 1 Employment|
|215-220|Reporting Quarter and Year\\ \\The last month and year for the calendar period for which this report applies (i.e. 062006 for Apr-June 2006)|
|221-232 IL|Not Required|
|233-276 IL|Blank|
1-1 - Record Identifier.
- Constant ‘S’
At line 868 added 81 lines
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 employee last name.
31-42 - Employee First Name.
- Enter employee first name
43-43 - Employee Middle Initial.
- Enter employee middle initial. Leave blank if no middle initial
44-45 - State Code
- Enter the state FIPS postal numeric code for the state to which wages are being reported
- Illinois Code is ‘17’
46-49|Blank|
50-63 - State QTR Total Gross Wages.
- Not used by IDES.
64-77 - State QTR Unemployment Insurance Total Wages.
- Enter quarterly wages subject to unemployment taxes.
78-91 - State QTR Unemployment Insurance Excess Wages
- Not used by IDES.
92-105 - State QTR Unemployment Insurance Taxable Wages.
- Not used by IDES.
106-120 - Quarterly State Disability Insurance Taxable Wages.
- Not used by IDES.
121-129 - Quarterly Tip Wages
- Not used by IDES.
130-131 - Number of Weeks Worked.
- Not used by IDES.
132-134 - Number of Hours Worked.
- Not used by IDES.
135-142|Blank|
143-146 - Taxing Entity Code.
- Constant ‘UTAX’.
147-153 - State Unemployment Insurance Account Number.
- Enter state UI employer account number
- SUI Registration Number from IDGV
154-161|Blank|
162-164 - Unit/Division Location/Plant Code
- Enter the plant Code if applicable
- from employee’s prime assignment IEAS location code, then go into IDLN Location Screen, the user can specify the applicable plant code for this location on the UDF ‘LOCATION PLANT CODE’ to be reported
- if IDLN UDF ‘LOCATION PLANT CODE’ is not specified, then this field is filled with zeroes
165-176|Blank|
177-211 IL - Not Required.
212-212 Month 1 Employment
- 1 if an employee worked or received pay for the pay period including the 12th day of the first month, otherwise 0
- this field is not used by IDES
- however, the Total T record requires to report the Total Number of employees covered by UI who worked or received pay for the pay period including the 12th day of the first month, this field is reported for auditing purpose
213-213 Month 2 Employment
- 1 if an employee worked or received pay for the pay period including the 12th day of the second month, otherwise 0
- same logic as Month 1 Employment
214-214 Month 3 Employment
- 1 if an employee worked or received pay for the pay period including the 12th day of the third month, otherwise 0
- same logic as Month 1 Employment
215-220 - Reporting Quarter and Year.
- Enter the last month and year for the calendar period for which this report applies (i.e. 062006 for Apr-June 2006).
221-232 IL - Not Required.
233-276 IL|Blank|
At line 387 changed 26 lines
|1-1|Record Identifier|Constant ‘T’
|2-8|Total Number of Employees\\ \\The total number of ‘S’ records since the last ‘E’ record|
|9-12|Taxing Entity Code|Constant ‘UTAX’
|13-26|State QTR Total Gross Wages for employer\\ \\Not used by [IDES]|
|27-40|State QTR Unemployment Insurance Total Wages for Employer\\ \\QTR wages subject to state unemployment taxes. Total of this field on all ‘S’ records since the last ‘E’ record.|
|41-54|State QTR Unemployment Insurance Excess Wages for employer\\ \\QTR wages in excess of the state UI taxable wage base\\ \\Total of all ‘S’ records since the last ‘E’ record.|
|55-68|State QTR Unemployment Insurance Taxable Wages for employer\\ \\QTR UI total wages less state QTR UI excess wages\\ \\Total of all ‘S’ records since the last ‘E’ record.|
|69-81|Quarterly tip wages for employer\\ \\Not used by [IDES]|
|82-87|UI tax rate this quarter\\ \\The employer UI rate for this reporting period. One decimal point followed by 5 digits e.g. 3.1%=’.03100’|From [IDGV] ‘US SUI Registration’ with Govt Rate Type ‘US SUI ER Rate’
|88-100|State QTR UI taxes due\\ \\QTR state UI taxable wages times UI tax rate|From [IDGV] ‘US SUI Registration’ Variables tab ‘QTR TAXES DUE’
|101-111|Previous Quarter(s) underpayment|From [IDGV] ‘US SUI Registration’ Variables tab ‘QTR PREV UNDERPAYMENT’
|112-122|Interest|From [IDGV] ‘US SUI Registration’ Variables tab ‘QTR INTEREST’
|123-133|Penalty|From [IDGV] ‘US SUI Registration’ Variables tab ‘QTR PENALTY’
|134-144|Credit/Overpayment\\ \\Previous overpayment being applied to balance|From [IDGV] ‘US SUI Registration’ Variables tab ‘QTR CR OVERPAYMENT’
|145-174 IL|Not Required|
|175-185|Total Payment Due|From [IDGV] ‘US SUI Registration’ Variables tab ‘QTR PAYMENT DUE’
|186-226 IL|Not Required|
|227-233|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\\ \\Total of all ‘S’ records after the last ‘E’ record|
|234-240|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\\ \\Total of all ‘S’ records after the last ‘E’ record|
|241-247|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\\ \\Total for all ‘S’ records after the last ‘E’ record|
|248-250|Country Code\\ \\Not used by [IDES]|
|251-256|Reporting Quarter and Year\\ \\e.g 1st quarter of 2013 = ‘032013’|
|257-257|Blank|
|258-267|Document Control Number\\ \\Document Control Number from the Quarterly Filing Notice|From [IDGV] ‘US SUI Registration’ Variables tab ‘QTR REFERENCE NUMBER’\\ \\If ‘QTR REFERENCE NUMBER’ is not specified, this field defaults to 1
|268-274 IL|State Unemployment Insurance Account Number|SUI Registration Number from [IDGV]
|275-276 IL|Blank|
1-1 - Record Identifier.
- Constant ‘T’
At line 954 added 76 lines
2-8 - Total Number of Employees.
- The total number of ‘S’ records since the last ‘E’ record
9-12 - Taxing Entity Code.
- Constant ‘UTAX’.
13-26 - State QTR Total Gross Wages for employer
- Not used by IDES.
27-40 - State QTR Unemployment Insurance Total Wages for employer.
- QTR wages subject to state unemployment taxes. Total of this field on all ‘S’ records since the last ‘E’ record.
41-54 - State QTR Unemployment Insurance Excess Wages for employer.
- QTR wages in excess of the state UI taxable wage base Total of all ‘S’ records since the last ‘E’ record.
55-68 - State QTR Unemployment Insurance Taxable Wages for employer.
- QTR UI total wages less state QTR UI excess wages. Total of all ‘S’ records since the last ‘E’ record.
69-81 - Quarterly tip wages for employer.
- Not used by IDES.
82-87 - UI tax rate this quarter.
- The employer UI rate for this reporting period. One decimal point followed by 5 digits e.g. 3.1%=’.03100’.
- from IDGV ‘US SUI Registration’ with Govt Rate Type ‘US SUI ER Rate’
88-100 - State QTR UI taxes due
- UI taxes due. QTR state UI taxable wages times UI tax rate.
- from IDGV ‘US SUI Registration’ Variables tab ‘QTR TAXES DUE’
101-111 - Previous Quarter(s) underpayment.
- from IDGV ‘US SUI Registration’ Variables tab ‘QTR PREV UNDERPAYMENT’
112-122 - Interest.
- from IDGV ‘US SUI Registration’ Variables tab ‘QTR INTEREST’
123-133 - Penalty.
- from IDGV ‘US SUI Registration’ Variables tab ‘QTR PENALTY’
134-144 - Credit/Overpayment.
- Previous overpayment being applied to balance.
- from IDGV ‘US SUI Registration’ Variables tab ‘QTR CR OVERPAYMENT’
145-174 IL - Not Required.
175-185 - Total Payment Due.
- from IDGV ‘US SUI Registration’ Variables tab ‘QTR PAYMENT DUE’
186-226 IL - Not Required.
227-233 - 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. Total fo all ‘S’ records after the last ‘E’ record.
234-240 - 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. Total fo all ‘S’ records after the last ‘E’ record.
241-247 - 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. Total for all ‘S’ records after the last ‘E’ record.
248-250 - Country Code.
- Not used by IDES.
251-256 - Reporting Quarter and Year.
- e.g 1st quarter of 2007 = ‘032007’.
257-257|Blank|
258-267 - Document Control Number.
- Enter Document Control Number from the Quarterly Filing Notice.
- from IDGV ‘US SUI Registration’ Variables tab ‘QTR REFERENCE NUMBER’
- If ‘QTR REFERENCE NUMBER’ is not specified, this field defaults to 1.
268-274 IL - State Unemployment Insurance Account Number
- SUI Registration Number from IDGV
275-276 IL|Blank|
At line 416 changed 11 lines
|1-1|Record Identifier|Constant ‘F’
|2-11|Total Number of Employees in File|
|12-21|Total Number of Employers in File|
|22-25|Taxing Entity Code|Constant ‘UTAX’
|26-40|Quarterly Total Gross Wages in File\\ \\Not used by [IDES]|
|41-55|Quarterly State Unemployment Insurance Total Wages in File\\ \\QTR wages subject to state UI tax\\ \\Total of this field for all ‘S’ records in the file|
|56-70|Quarterly State Unemployment Insurance Excess Wages in File\\ \\QTR wages in excess of the state UI taxable wage base\\ \\Total of this field for all ‘S’ records in the file|
|71-85|Quarterly State Unemployment Insurance Taxable Wages in File\\ \\State UI gross/total wage less quarterly state UI excess wages\\ \\Total of this field for all ‘S’ records in the file|
|86-100|Quarterly State Disability Insurance Taxable Wages in File.\\ \\Not used by IDES|
|101-124 IL|Not Required|
|124-276|Blank|
1-1 - Record Identifier.
- Constant ‘F’.
At line 428 changed 2 lines
!!Monthly UI Wage Reporting - CSV Format
%%information Note: The Monthly Wage reporting in CSV format is required to be submitted each month when a Quarterly Wage report is not applicable.%%
2-11 - Total Number of Employees in File
- Enter the total number of ‘S’ records in the entire file
At line 431 changed 3 lines
!!Set Up
Monthly UI Wage File Procedures, using function 'UEEF'.
(If the standard form code 'HL$US-MTH-IL2013' is to be used, then the Pay Element 'SUI WAGES' must exist and contains the Employee wages. As well, those constant values, such as FEIN and State UI Account Number, must be entered into the standard form code first before running 'UEEF').
12-21 - Total Number of Employers in File
- Enter the total number of ‘E’ records in the entire file
At line 1,041 added 2 lines
22-25 - Taxing Entity Code.
- Constant ‘UTAX’
At line 436 changed 3 lines
[UEEF] must be run and the following selected to generate Illinois monthly file information:
|Parameters, As Of Date:|Month End Date
|Parameters, Interface Format Code:|(example: use standard form code‘HL$US-MTH-IL2013’)
26-40 - Quarterly Total Gross Wages in File
- Not used by IDES.
At line 440 changed one line
The Directory and Media File Name parameters must be populated or an output file will not be produced.\\ \\
41-55 - Quarterly State Unemployment Insurance Total Wages in File
- QTR wages subject to state UI tax. Total of this field for all ‘S’ records in the file
At line 442 changed 2 lines
!Record Name: Code E - Employer Record
%%Note: Numeric fields are zero filled and right justified. Alphanumeric fields are filled with spaces.%%
56-70 - Quarterly State Unemployment Insurance Excess Wages in File
- QTR wages in excess of the state UI taxable wage base. Total of this field for all ‘S’ records in the file
At line 445 changed 6 lines
||Column||Description||Source
|1|Record Identifier|Constant ‘E’.
|2|Federal EIN\\ \\Enter only numeric characters|
|3|UI Account Number|
|4|Total Wages Paid|
|5|Wages Not Allocated|
71-85 - Quarterly State Unemployment Insurance Taxable Wages in File
- State UI gross/total wage less quarterly state UI excess wages. Total of this field for all ‘S’ records in the file
At line 452 changed 7 lines
!Record Name: Code S – Employee Record
||Column||Description||Source
|1|Record Identifier|Constant ‘S’
|2|Employee First Name|
|3|Employee Last Name|
|4|Social Security Number\\ \\Employee’s social security number;|
|5|State QTR Total Gross Wages\\ \\From Pay Element ('SUI WAGES' if standard IDIF form code 'HL$US-MTH-IL2013' is used)|
86-100 - Quarterly State Disability Insurance Taxable Wages in File.
- Not used by IDES.
At line 1,059 added 5 lines
101-124 IL - Not Required.
124-276|Blank|
At line 475 removed 2 lines
This page (revision-57) was last changed on 26-Nov-2021 10:22 by kparrottTop