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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
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41 26-Nov-2021 10:22 45 KB jmyers to previous | to last

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Tax Reporting - IL
Tax Reporting - IL

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At line 5 removed 7 lines
!!What's New for Tax Year 2012
The following changes have been noted for reporting W2 wages to the Federal government:
*(W2 File) The 'Preferred Method of Problem Notification Code' field inthe 'RA' record (position 499) has been removed and now shown as fillerA new field.
*(W2 File) The 'Military Employee Basic Quarters, Subsistence and Combat Pay' field in the 'RW' record (positions 342-352) has been removed.
*(W2 File) The 'Military Employee Basic Quarters, Subsistence and Combat Pay' field in the 'RT' record (positions 220-234) has been removed.
At line 41 changed one line
|Parameters, Annual Form Code:|(example: use standard form code‘HL$US-W2-2013’)
|Parameters, Annual Form Code:|(example: use standard form code‘HL$US-W2-2017’)
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|Parameters, Period End Date:|Year End Date (i.e. 31-Dec-2012)
|Parameters, Period End Date:|Year End Date (i.e. 31-Dec-2016)
At line 56 changed 40 lines
!Record Name: Code RA - Transmitter Record (Same as the Federal Code RA)
||Column||Description||Source
|1-2|Record Identifier|Constant "RA"
|3-11|Submitter’s Employer ID number (EIN)\\ \\Numeric only|Derived from [IDFDV], Field Identifier: ‘SUB-ER-EIN’ (seq 1000)
|12-28|Personal Identification Number (PIN) and Software Vendor Code|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)
|36-37|Software Code|Derived from [IDFDV], Field Identifier:‘SUB-SOFTWARE’ (seq 1040)
|38-94|Company Name|Derived from [IDFDV], Field Identifier:‘SUB-COMP-NAME’ (seq 1050)
|95-116|Location Address|Derived from [IDFDV], Field Identifier:‘SUB-COMP-LOCN’ (seq 1060)
|117-138|Delivery Address|Derived from [IDFDV], Field Identifier:‘SUB-COMP-DELIV’ (seq 1070)
|139-160|Company City|Derived from [IDFDV], Field Identifier:‘SUB-COMP-CITY’ (seq 1080)
|161-162|Company State Abbreviation|Derived from [IDFDV], Field Identifier:‘SUB-COMP-STATE’ (seq 1090)
|163-167|Company ZIP code|Derived from [IDFDV], Field Identifier:‘SUB-COMP-ZIP’ (seq 1100)
|168-171|Company ZIP code extension|Derived from [IDFDV], Field Identifier:‘SUB-COMP-ZIP-EXT’ (seq 1110)
|172-176|Blank|
|177-199|Company Foreign State/Province|Derived from [IDFDV], Field Identifier:‘SUB-COMP-F-STATE’ (seq 1120)
|200-214|Company Foreign Postal Code|Derived from [IDFDV], Field Identifier:‘SUB-COMP-F-POST’ (seq 1130)
|215-216|Company Country Code|Derived from [IDFDV], Field Identifier:‘SUB-COMP-COUNTRY’ (seq 1140)
|217-273|Submitter Name|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-NAME’ (seq 1150)
|274-295|Submitter Location Address|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-LOCN’ (seq 1160)
|296-317|Submitter Delivery Address|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-DELIV’ (seq 1170)
|318-339|Submitter City|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-CITY’ (seq 1180)
|340-341|Submitter State Abbreviation|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-STATE’ (seq 1190)
|342-346|Submitter ZIP code|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-ZIP’ (seq 1200)
|347-350|Submitter ZIP code extension|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-ZIP-EXT’ (seq 1210)
|351-355|Blank|
|356-378|Submitter Foreign State/Province|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-F-STATE’ (seq 1220)
|379-393|Submitter Foreign Postal Code|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-F-POST’ (seq 1230)
|394-395|Submitter Country Code|Derived from [IDFDV], Field Identifier:‘SUB-SUBM-COUNTRY’ (seq 1240)
|396-422|Contact Name|Derived from [IDFDV], Field Identifier:‘SUB-CONT-NAME’ (seq 1250)
|423-437|Contact Phone Number|Derived from [IDFDV], Field Identifier:‘SUB-CONT-TEL’ (seq 1260)
|438-442|Contact Phone Extension|Derived from [IDFDV], Field Identifier:‘SUB-CONT-TEL-EXT’ (seq 1270)
|443-445|Blank|
|446-485|Contact E-mail|Derived from [IDFDV], Field Identifier:‘SUB-CONT-EMAIL’ (seq 1280)
|486-488|Blank|
|489-498|Contact FAX|Derived from [IDFDV], Field Identifier:‘SUB-CONT-FAX’ (seq 1290)
|499-499|Filler|
|500-500|Preparer Code|Derived from [IDFDV], Field Identifier:‘SUB-PREPARER’ (seq 1310)
|501-512|Blank|
!Record Name: Code RA – Submitter Record (Same as the Federal Code RA)
[{InsertPage page='W2_EFW2_RECORD_RA'}]
\\
!Record Name: Code RE – Employer Record (Same as the Federal Code RE)
[{InsertPage page='W2_EFW2_RECORD_RE'}]
\\
At line 97 removed 27 lines
!Record Name: Code RE - Employer Record (Same as Federal Code RE)
||Column||Description||Source
|1-2|Record Identifier|Constant "RE"
|3-6|Tax year CCYY|From user specified FROM-TO period converted to CCYY
|7|Agent Indicator Code|Derived from [IDFDV], Field Identifier:‘W2-ER-AGENT-IND’ (seq 1500)
|8-16|Employer/Agent EIN|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|
At line 231 changed one line
|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’
|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’
At line 331 changed one line
*Annual Form Code – Use the standard supplied form code HL$US-W2-2013. The Variables need to be entered in this form code for specific use in the installation.
*Annual Form Code – Use the standard supplied form code HL$US-W2-2017. The Variables need to be entered in this form code for specific use in the installation.
At line 335 changed one line
*Period End Date:Enter the quarter end date, i.e. 30-Jun-2012
*Period End Date:Enter the quarter end date, i.e. 30-Jun-2016
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|251-256|Reporting Quarter and Year\\ \\e.g 1st quarter of 2007 = ‘032007’|
|251-256|Reporting Quarter and Year\\ \\e.g 1st quarter of 2013 = ‘032013’|
At line 497 changed one line
%%information Note: The Monthly Wage reporting in CSV format is required to be submitted each month when a Quarterly Wage report is not applicable..%%
%%information Note: The Monthly Wage reporting in CSV format is required to be submitted each month when a Quarterly Wage report is not applicable.%%
At line 431 added 11 lines
!!Set Up
Monthly UI Wage File Procedures, using function 'UEEF'.
(If the standard form code 'HL$US-MTH-IL2013' is to be used, then the Pay Element 'SUI WAGES' must exist and contains the Employee wages. As well, those constant values, such as FEIN and State UI Account Number, must be entered into the standard form code first before running 'UEEF').
[UEEF] must be run and the following selected to generate Illinois monthly file information:
|Parameters, As Of Date:|Month End Date
|Parameters, Interface Format Code:|(example: use standard form code‘HL$US-MTH-IL2013’)
The Directory and Media File Name parameters must be populated or an output file will not be produced.\\ \\
At line 506 changed one line
|4|Totaql Wages Paid|
|4|Total Wages Paid|
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|5|State QTR Total Gross Wages|
|5|State QTR Total Gross Wages\\ \\From Pay Element ('SUI WAGES' if standard IDIF form code 'HL$US-MTH-IL2013' is used)|
At line 475 added 2 lines
This page (revision-57) was last changed on 26-Nov-2021 10:22 by kparrottTop