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Tax Reporting - MA
Tax Reporting - MA

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At line 5 removed 9 lines
!!What's New for Tax Year 2011
There are no file format changes in wage reporting for the state of Massachusetts in tax year 2011.
However, the following file format changes in the standard EFW2 file are noted in the SSA bulletin which may affect clients using the standard EFW2 format to report wages to the state:
*(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 15 changed one line
This document contains abbreviated set up requirement for the state of Massachusetts only, please refer to the general document ([US_Annual_Qtrly_Reporting_GEN]) for other setup procedure that may also be required.
This document contains abbreviated set up requirements for the State of Massachusetts only. Please refer to the general document ([Tax Reporting - US General]) for other setup procedures that may also be required.
At line 18 changed 3 lines
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up for ‘State Registration’ for State/Province: Massachusetts.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for ‘State Registration’ for State/Province: Massachusetts.
*‘W2 STATE MEDIA FILING’ - Must be ‘02’ to generate MA state magnetic media file for MA state only.
*The [IDGV Definition|IDGV#DefinitionTab] tab must be set up for ‘State Registration’ for State/Province: Massachusetts
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for ‘State Registration’ for State/Province: Massachusetts
*‘W2 STATE MEDIA FILING’ - Must be set to ‘02’ to generate the Massachusetts state magnetic media file for State of Massachusetts only
At line 23 changed one line
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up with ‘State SUI Registration’ for State/Province: Massachusetts
*The [IDGV Definition|IDGV#DefinitionTab] tab must be set up with ‘State SUI Registration’ for State/Province: Massachusetts
At line 25 changed one line
**‘W2 STATE MEDIA FILING’- Must be ‘02’ to generate UI wage magnetic media file for state of Massachusetts.
*‘W2 STATE MEDIA FILING’- Must be set to ‘02’ to generate the UI wage magnetic media file for State of Massachusetts
At line 28 changed 5 lines
*The Massachusetts Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 format, and the filing of Quarterly UI wages via magnetic media using the [ICESA] format.
*Records required for the W2 reporting are: Codes RA,RE,RS,RT; and for the UI wage reporting: Codes S.
*The State of Massachusetts requires to file the MA state file by itself, therefore [IDGV] must be set up as follows:
**for State Registration of Massachusetts, the IDGV Variable:
***‘W2 STATE MEDIA FILING’ 02 – Massachusetts state requires its own file, do not include other state information in the state file
The Massachusetts Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 format,
*Records required for the W2 reporting are: Codes RA, RE, RS and RT. Optional records are: RW, RO, RU, RF and RV and follow the SSA Specifications for Filing Form W-2
At line 34 changed 7 lines
!Annual W2 Wage Reporting – EFW2 File Format
[RPYEU] must be run and the following selected to generate Massachusetts state file information:
|Report List Filters, Select State:|Massachusetts, USA
|Parameters, Annual Form Code:|(example: use standard form code‘HL$US-W2-2012’)
|Parameters, Period Type:|Year
|Parameters, Period End Date:|Year End Date (i.e. 31-Dec-2011)
|Parameters, Media Format:| State File Format
The Massachusetts Division of Unemployment Assistance accepts the filing of Quarterly UI wages via magnetic media using the [ICESA] format.
*The only required record for UI wage reporting is Codes S.
\\
The State of Massachusetts requires to file the Massachusetts State file by itself, therefore [IDGV] must be set up as follows:
*for State Registration of Massachusetts, the IDGV Variable ‘W2 STATE MEDIA FILING’ must be set to 02 – Massachusetts. The State of Massachusetts requires its own file, do not include other State information in the State file
At line 42 changed one line
The Directory and Media File Name parameters must be populated or an output file will not be produced.
!!Annual W2 Wage Reporting – EFW2 File Format
[RPYEU] must be run with the following parameters and filters defined to generate the Massachusetts State file information:
At line 44 changed 2 lines
!!State Media Magnetic Media Reporting – EFW2 File Format
!Record Name: Code RA - Transmitter Record
\\
__RPYEU Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$US-W2-YYYY'
|Period Type|Mandatory. Defines the period type. Enter "Year" for Annual reporting and "Quarter" for quarterly 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 Report Filters__
|Select State: Massachusetts, USA
!State Media Magnetic Media Reporting – EFW2 File Format
!Record Name: Code RA – Transmitter Record (Required. Specific to the State of Massachusetts)
At line 48 changed 15 lines
|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\\ \\Leave Blank for Massachusetts
|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)\\ \\Leave Blank for Massachusetts
|36-37|Software Code|Derived from [IDFDV] Field Identifier: ‘SUB-SOFTWARE’ (seq 1040)\\ \\Leave Blank for Massachusetts
|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)\\ \\Leave Blank for Massachusetts
|200-214|Company Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-F-POST’ (seq 1130)\\ \\Leave Blank for Massachusetts
|3-11|Submitter’s Employer ID Number (EIN)|Required. \\Derived from the ‘SUB-ER-EIN’ [IDFDV] Field Identifier (seq 1000). \\Numeric only.
|12-19|User Identification (User ID)|Required.\\Enter the eight-character BSO User ID assigned to the employee who is attesting to the accuracy of this file.
|20-23|Software Vendor Code|Enter the numeric four-digit Software Vendor Identification Code assigned by the National Association of Computerized Tax Processors (NACTP). \\ \\If "99 (Off-the-Shelf Software)" is entered in the Software Code field (positions 36-37) enter the Software Vendor Code. \\ Otherwise, fill with blanks.
|24-28|Blank|Fill with blanks. Reserved for SSA use.
|29|Resub Indicator|Enter "1" if this file is being resubmitted. Otherwise, enter "0" (zero).
|30-37 MA|Blank|Fill with blanks
|38-94|Company Name|Enter the Company Name. \\Left justify and fill with blanks.
|95-116|Location Address|Enter the company's location address (Attention, Suite, Room Number, etc). \\Left justify and fill with blanks
|117-138|Delivery Address|Enter the company's delivery address (Street or Post Office Box).\\Example: 123 Main Street. \\Left justify and fill with blanks
|139-160|City|Enter the company's city. \\ Left justify and fill with blanks
|161-162|State Abbreviation|Enter the company's State abbreviation. \\Use a postal abbreviation. For a foreign address, fill with blanks
|163-167|ZIP Code|Enter the company's ZIP code. For a foreign address, fill with blanks
|168-171|ZIP Code Extension|Enter the company's four-digit extension of the ZIP code. If not applicable, fill with blanks
|172-176|Blank|Fill with blanks.
|177-199|Foreign State/Province|If applicable, enter the company's foreign State/Province. \\ Left justify and fill with blanks. Otherwise, fill with blanks.
|200-214|Foreign Postal Code|If applicable, enter the company's foreign postal code. \\ Left justify and fill with blanks. Otherwise, fill with blanks.
|215-216|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.
|217-273|Submitter Name|Required. Enter the name of the organization's submitter to receive notification if this file cannot be processed. \\ Left Justify and fill with blanks. \\ Derived from the ‘SUB-SUBM-NAME’ [IDFDV] Field Identifier (seq 1150).
|274-295|Submitter Location Address|Enter the submitter's location address (Attention, Suite, Room Number, etc.) \\Left justify and fill with blanks. \\Derived from the ‘SUB-SUBM-LOCN’ [IDFDV] Field Identifier (seq 1160).
|296-317|Submitter Delivery Address|Required. \\ Enter the submitter's delivery address (Street or Post Office Box). \\Left justify and fill with blanks. \\Derived from the ‘SUB-SUBM-DELIV’ [IDFDV] Field Identifier (seq 1170).
|318-339|Submitter City|Required. \\ Enter the submitter's city. \\Left justify and fill with blanks. \\Derived from the ‘SUB-SUBM-CITY’ [IDFDV] Field Identifier (seq 1180).
|340-341|Submitter State Abbreviation|Required. \\ Enter the submitter's State or commonwealth/territory. Use a postal abbreviation. \\For a foreign address, fill with blanks. \\ Derived from the ‘SUB-SUBM-STATE’ [IDFDV] Field Identifier (seq 1190).
|342-346|Submitter ZIP Code|Required. \\ Enter the submitter's ZIP Code. \\For a foreign address, fill with blanks. \\Derived from the ‘SUB-SUBM-ZIP’ [IDFDV] Field Identifier (seq 1200).
|347-350|Submitter ZIP Code extension|Enter the submitter's four-digit extension of the ZIP code. If not applicable, fill with blanks. \\Derived from the ‘SUB-SUBM-ZIP-EXT’ [IDFDV] Field Identifier (seq 1210).
|351-355|Blank|Fill with blanks.
__IMPORTANT NOTE:__ If using a foreign address, the foreign State/Province (positions 356-378), Foreign Postal Code (positions 379-393) and the Country Code (positions 394-395) are required to be completed.
|356-378|Foreign State/Province|If applicable, enter the submitter's foreign State/Province. \\ Left justify and fill with blanks. Otherwise, fill with blanks.
|379-393|Foreign Postal Code|If applicable, enter the submitter's foreign Postal Code. \\ Left justify and fill with blanks. Otherwise, fill with blanks.
|394-395|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.
|396-422|Contact Name|Required. \\ Enter the name of the person to be contacted by SSA concerning processing problems. \\Left justify and fill with blanks. \\Derived from the ‘SUB-CONT-NAME’ [IDFDV] Field Identifier (seq 1250).
|423-437|Contact Phone Number|Required. \\ Enter the contact's phone number (including area code). \\Numeric values only . Do not use any special characters. \\Left justify and fill with blanks. \\ \\__NOTE: It is imperative that the contact's telephone number be entered in the appropriate positions. Failure to include correct and complete submitter contact information may, in some cases, delay the timely processing of your file.__ \\ \\Derived from the ‘SUB-CONT-TEL’ [IDFDV] Field Identifier (seq 1260).
|438-442|Contact Phone Extension|Enter the contact's telephone extension. \\Left justify and fill with blanks.\\ Derived from the ‘SUB-CONT-TEL-EXT’ [IDFDV] Field Identifier (seq 1270).
|443-445|Blank|Fill with blanks.
|446-485|Contact E-mail|Enter the contact's e-mail address. \\Derived from the ‘SUB-CONT-EMAIL’ [IDFDV] Field Identifier (seq 1280).
|486-488|Blank|Fill with blanks.
|489-498|Contact Fax|If applicable, enter the contact's fax number (including area code). Otherwise, fill with blanks. \\Derived from the ‘SUB-CONT-FAX’ [IDFDV] Field Identifier (seq 1290).
|499|Blank|Fill with blanks. Reserved for SSA use.
|500|Preparer Code|Enter one of the following codes to indicate who prepared this file: \\* A = Accounting Firm \\* L = Self Prepared \\* S = Service Bureau \\* P = Parent Company \\* O = Other\\ \\If more than one code applies, use the code that best describes who prepared this file.
|501-512|Blank|Fill with blanks. Reserved for SSA use.
At line 64 removed 20 lines
|215-216|Company Country Code|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-COUNTRY’ (seq 1140)\\ \\Leave Blank for Massachusetts
|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)\\ \\Leave Blank for Massachusetts
|379-393| Submitter Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-F-POST’ (seq 1230)\\ \\Leave Blank for Massachusetts
|394-395|Submitter Country Code|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-COUNTRY’ (seq 1240)\\ \\Leave Blank for Massachusetts
|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)
|499-512 MA|Blank|
At line 85 changed one line
!Record Name: Code RE - Employer Record
!Record Name: Code RE - Employer Record (Specific to the State of Massachusetts)
At line 88 changed 21 lines
|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 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)\\ \\Leave Blank for Massachusetts
|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|
|179-218 MA|Blank|
|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]\\ \\A set of code RE, RW/RO/RS, RT/RU records will be generated for different types of employment
|220|Tax Jurisdiction Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-TAX-JURIS’ (seq 2110)\\ \\If Identifier is not specified, this will be filled with blanks\\ \\Leave Blank for Massachusetts
|221|Third-Party Sick Pay Indicator|Derived from [IDFDV] Field Identifier: ‘SUB-3RD-PARTY-SICK’ (seq 1480)\\ \\If Identifier is not specified, this will be filled with blanks\\ \\Leave Blank for Massachusetts
|222-512 MA|Blank|
|3-6|Tax Year|Required. Enter the tax year that is being reported, in YYYY formt. \\ Derived from the user defined FROM-TO period, converted to YYYY.
|7|Agent Indicator Code|If applicable, enter one of the following codes:\\* 1 = 2678 Agent \\* 2 = Common Paymaster \\* 3 = 3504 Agent\\If more than one code applies, use the one that best describes your status as an agent.\\Otherwise, fill with a blank.
|8-16|Employer/Agent EIN|Required. Enter the employer's or agent's FEIN\\ Derived from the applicable Federal reporting EIN, from [IDGV] or [IDGR].
|17-25|Agent for EIN|If "1" was entered in the Agent Indicator Code field (position 7), enter the client-employer's EIN for which you are an Agent. Otherwise, fill with blanks.
|26|Terminating Business Indicator|Enter '1' if you have terminated your business during this tax year. Otherwise, enter '0' (zero).
|27-30 MA|Blank|Fill with blanks.
|31-39|Other EIN|For this tax year, if you submitted w-2 data to the Department of Revenue and a different EIN was used from the positions 8-16, enter the other EIN. \\Otherwise, fill with blanks.
__IMPORTANT NOTE:__ The Employer's Name field (positions 40-96) and the Employer's Address fields (positions 97-173) should normally match the employer name and address under which tax payments were submitted to the IRS under Form 941, 943, 944, 945, CT-1 or Schedule H.
|40-96 MA|Employer Name|Required. If you entered a “1” in position 7, agent Indicator Code field, enter the Employer name associated with the EIN in position 17-25. \\If you entered a “2” in position 7, enter the employer name associated with the EIN in position 8-16. \\If you entered a “blank” in position 7, enter the employer name associated With the EIN in position 8-16.
|97-118|Employer Location Address|Enter the employer's location address (Attention, Suite, Room Number, etc.) \\Left justify and fill with blanks. \\Derived from the 'W2-ER-LOCN-ADDR' [IDFDV] Field Identifier (seq 2020).
|119-140|Employer Delivery Address|Enter the employer's delivery address (Street or Post Office Box). \\Left justify and fill with blanks. \\Derived from the 'W2-ER-DELIV-ADDR' [IDFDV] Field Identifier (seq 2030).
|141-162|Employer City|Enter the employer's city. \\Left justify and fill with blanks. \\Derived from the 'W2-ER-CITY' [IDFDV] Field Identifier (seq 2040).
|163-164|Employer State Abbreviation|Enter the employer's State. Use a postal abbreviation. \\For a foreign address, fill with blanks. \\Derived from the 'W2-ER-STATE' [IDFDV] Field Identifier (seq 2050).
|165-169|Employer ZIP Code|Enter the employer's zip Code. \\For a foreign address, fill with blanks. \\Derived from the 'W2-ER-ZIP' [IDFDV] Field Identifier (seq 2060).
|170-173|Employer ZIP Code Extension|Enter the employer's four-digit extension of the zip code, if applicable. If not applicable, fill with blanks. \\Derived from the 'W2-ER-ZIP-EXT' [IDFDV] Field Identifier (seq 2070).
|174|Kind of Employer|Required. Enter the appropriate kind of employer. Options are: \\* F = Federal Government \\* State/Local non-501c \\* T = 501c non-government \\* Y = State/Local 501c \\* N = None apply \\ \\ __NOTE: Leave blank if the tax jurisdiction Code in position 220 of the RE (Employer) Records is "P" (Puerto Rico).__ \\
|175-178|Blank|Fill with blanks. Reserved for SSA use.
|179-201|Foreign State/Province|Enter the employer's foreign State/Province, if applicable. \\ Left justify and fill with blanks. Otherwise, fill with blanks.
|202-216|Foreign Postal Code|If applicable, enter the company's foreign postal code. Left justify and fill with blanks. Otherwise, fill with blanks.
|217-218|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.
|219|Employment Code|Required. Enter the appropriate employment code. Options are: \\* A = Agriculture (Form 943)\\* H = Household (Schedule H)\\* M = Military (Form 941) \\* Q = Medicare Qualified Government Employment (Form 941)\\* X = Railroad (CT-1) \\* F = Regular (Form 944)\\* R = Regular (all others) (Form 941). \\ NOTE: Railroad reporting is not applicable for Puerto Rico and territorial employers.
|220|Tax Jurisdiction Code|Required. Enter the code that identifies the type of income tax withheld from the employee's earnings. \\Options are: \\* Blank (W-2) \\* V = Virgin Islands (W-2VI) \\* G = Guam (W-2GU) \\* S = American Samoa (W-2AS) \\* N = Northern Mariana Islands (W-2CM) \\* P = Puerto Rico (W-2PR/499R-2)
|221|Third Party Sick Pay Indicator|Enter "1" for a sick pay indicator. Otherwise, enter "0" (zero).
|222-248|Employer Contact Name|Enter the name of the employer's contact name. \\Left justify and fill with blanks.
|249-263|Employer Contact Phone Number|Enter the employer's contact telephone number (including area code). \\Numeric values only \\Do not use any special characters.\\Left justify and fill with blanks.
|264-268|Employer Contact Phone Extension|Enter the employer's contact telephone extension number. \\Numeric values only \\Do not use any special characters. \\ Left justify and fill with blanks.
|269-278|Employer Contact Fax Number|Enter the employer's contact fax number (including area code), if applicable. \\Otherwise, fill with blanks. \\Numeric values only \\Do not use any special characters. \\ __ For US and US Territories only __
|279-318|Employer Contact E-Mail|Enter the employer's contact e-mail address.
|319-512|Blank|Fill with blanks. Reserved for SSA use.
At line 110 changed one line
!Record Name: Code RS - State Wage Record
!Record Name: Code RW - Employee Wage Record (Same as the Federal Code RW)
[{InsertPage page='W2_EFW2_RECORD_RW'}]
\\
!Record Name: Code RO - Employee Wage Record (Same as the Federal Code RO)
[{InsertPage page='W2_EFW2_RECORD_RO'}]
\\
!Record Name: Code RS - State Wage Record (Specific to the State of Massachusetts)
At line 113 changed 20 lines
|3-4|State Code\\ \\Numeric Code, use ‘25’ for Massachusetts|
|5-9 MA|Blank|
|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 MA|Blank|
|248-267|State Employer Account Number|Derived from [IDFDV] Field Identifier: ‘W2-STATE-REGIST’ for the reporting State\\ \\When RPYEU is run, if the Media Format = ‘State SUI File Format’, then this field contains the SUI Registration Number from [IDGV] for the SUI Registration of the state\\ \\Leave blank for Massachusetts
|268-273|Blank|
|274-275|State code, appropriate FIPS postal numeric code|Derived from the State being reported\\ \\e.g. Massachusetts numeric code is "25"
|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 MA|Blank|
|3-4|State Code|Enter the appropriate FIPS postal numeric code. \\Massachusetts numeric code is "25" \\Derived from the State being reported, from [IDFDV] sequence 7000
|5-9 MA|Blank|Fill with blanks
|10-18|Social Security Number|Enter the employee's SSN. If an invalid SSN is encountered, this field is filled with zeroes \\Omit hyphens \\Derived from the ‘W2-EE-SSN’ [IDFDV] 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’
|150-273 MA|Blank|Fill with blanks
|274-275|State code|Enter the appropriate FIPS postal numeric code. \\Massachusetts numeric code is "25". \\Derived from the State being reported.
|276-286|State Taxable Wages|Enter the total 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|Enter the total State income tax withheld \\Derived from [IDFDV] Field Identifier: ‘W2-ST-TAX-HOME’ (7040) and ‘W2-ST-TAX-WORK’ (7050)
|298-337 MA|Blank|Fill with blanks
|338-370 MA|Blank|Fill with blanks
|371-381 MA|MAPFML Employee Contribution for Paid Family and Medical Leave|Enter the employee's total contribution for PFML \\Right justifY and zero fill.
|382-512 MA|Blank|Fill with blanks
At line 136 changed one line
!Record Name: Code RT - Total Record
!Record Name: Code RT - Total Record (Specific to the State of Massachusetts)
At line 139 changed 3 lines
|3-9|Number of RS Records\\ \\Total number of code "RS" records reported since last code "RE" record|
|10-24 MA|Total state taxable wages|
|25-39 MA|Total state income tax withheld|
|3-9|Number of RS Records|Total number of code "RS" records reported since last code "RE" record. \\Right justify and zero fill
|10-24 MA|Total State Taxable Wages|Enter the total State taxable wages \\Derived from the total for all employee records Code RS reported on Code RE records. \\Right justify and zero fill
|25-39 MA|Total State Income Tax Withheld|Enter the total State income tax withheld \\Derived from the total for all employee records Code RS reported since the last RE record. \\Right justify and zero fill
At line 144 changed 2 lines
!Quarterly UI Wage Reporting – ICESA Format
[RPYEU] must be run and the following selected to generate Massachusetts state file information:
!Record Name: Code RU - Total Record (Same as the Federal Code RU)
[{InsertPage page='W2_EFW2_RECORD_RU'}]
\\
At line 147 changed 9 lines
*The state of Massachusetts only reads the ‘S’ record in UI Wage Reporting.
* The state of MASSACHUSETTS must be selected in the ‘Report List Filters’.
*Annual Form Code – Use the standard supplied form code HL$US-W2-2012. The variables need to be entered in this form code for specific use in the installation.
*The ‘Quarterly Form Code’ must be entered in order to produce the UI wage file in [ICESA] format.
*Use the supplied form code ‘HL$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-2011
*Media File Type:State SUI File Format\\ \\
*If the Directory Name/Media File Name is not supplied, an output file will not be produced.
!Record Name: Code RV - Total Record (Same as the Federal Code RV)
[{InsertPage page='W2_EFW2_RECORD_RV'}]
\\
At line 176 added 4 lines
!Record Name: Code RU - Total Record (Same as the Federal Code RF)
[{InsertPage page='W2_EFW2_RECORD_RF'}]
\\
At line 158 changed one line
%%information Please note that the following ‘Not Required’ fields may or may not always contain blanks.%%
The State of Massachusetts only reads the ‘S’ record for UI Wage Reporting.\\ \\
[RPYEU] must be run with the following parameters and filters defined to generate the Massachusetts State file information:
At line 160 changed one line
%%information Note: Columns marked with MA indicates it is a Massachusetts specific requirement which is not the standard record format.%%
__RPYEU Report Parameters__
|Quarterly Form Code|Mandatory. Quarterly 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. \\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
At line 162 changed 14 lines
!Record Name: Code A - Transmitter Record
||Column||Description||Source
|1-1|Record Identifier|Constant ‘A’
|2-5 MA|Blank|
|6-14|Transmitter’s Federal EIN\\ \\Enter only numeric characters; omit hyphens, prefixes and suffixes|Derived from [IDFDV] Field Identifier: ‘TRAN EIN’
|15-23 MA|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 hyphen in position 159|Derived from [IDFDV] Field Identifier:‘TRAN ZIP EXTN’ (include ‘-‘ in position 159)
|164-275 MA|Blank|
__RPYEU Report Filters__
|Select State: Massachusetts, USA
At line 177 changed 17 lines
!Record Name: Code E - Employer Record
||Column||Description||Source
|1-1|Record Identifier|Constant ‘E’
|2-5 MA|Blank|
|6-14|Federal EIN\\ \\Enter only numeric characters|Derived from the [IDGV] State SUI Registration
|15-16 MA|Filing Entity Code\\ \\2-digit numeric, specifying the entity, if applicable|
|17 MA|Reporting Quarter\\ \\Calendar quarter in which wages are being reported|
|18-19 MA|Reporting Year\\ \\The year for which the report is being prepared (i.e. 2003=’03’)|
|20-23 MA|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\\ \\The street address of the employer|Derived from the Entity Location
|114-138|Employer City\\ \\The city of employer’s mailing address|Derived from the Entity Location
|139-148|Employer State\\ \\The standard two character FIPS postal abbreviation of the employer’s address|Derived from the Entity Location
|149-153|ZIP code extension\\ \\The four digit extension of ZIP code, including the hyphen in position 149|Derived from the Entity Location
|154-158|ZIP code\\ \\A valid ZIP code|Derived from the Entity Location
|159-159 MA|Name Code|Constant ‘S’, to indicate that Last Name appears first in the Employee Name field
|160-168 MA|Not Required\\ \\Enter blanks|
!Quarterly UI Wage Reporting – ICESA Format
%%information NOTE: The following ‘Not Required’ fields may or may not always contain blanks. \\Columns marked with MA indicates it is a Massachusetts specific requirement which is not the standard record format.%%
At line 195 removed 6 lines
169-170 MA - State Identifier Code.
- Enter the state FIPS postal numeric code for the state to which wages are being reported.
- Enter ‘25’ for Commonwealth of Massachusetts
171-275 MA|Blank|
At line 200 added 28 lines
|1-1|Record Identifier|Constant ‘S’
|2-10|Social Security Number|Enter the employee's SSN. If an invalid SSN is encountered, this field is filled with zeroes \\Omit hyphens \\Derived from the ‘W2-EE-SSN’ [IDFDV] Field Identifier.
|11-30 MA|Employee Last Name|Enter the employee's last name \\Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’
|31-42 MA|Employee First Name|Enter the employee's first name \\Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’
|43-43 MA|Employee Initial|Enter the employee's middle initial, if applicable. Leave blank if no middle initial \\Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’
|44-45 MA|State Code|Not Required by the State of Massachusetts. Fill with blanks
|46-46 MA|Adjustment Code|Enter the adjustment reason code. \\Valid codes are 1, 2, 3, 4, 5, 6, 7 or 8.
|47-49 MA|Blank|Fill with blanks
|50-63 MA|State Quarterly Total Gross Wages|Enter the total State quarterly gross wages \\No commas or decimals. \\Right justify and zero fill
|64-131 MA|Blank|Not required by the State of Massachusetts. Fill with blanks
|132-134 MA|Hours Worked|Enter the total hours worked during the reporting period. \\Decimals are not allowed \\Right justify and zero fill
|135-142 MA|Blank|Not required by the State of Massachusetts. Fill with blanks
|143-146 MA|Blank|Not required by the State of Massachusetts. Fill with blanks
|147-154 MA|State Unemployment Insurance Employer Account Number|Enter the employer's State UI account number
|155-161 MA|Blank|Not required by the State of Massachusetts. Fill with blanks
|162-165 MA|Unit/Division Location (plant code)|Enter the location code (reporting unit) where work is performed. \\Right justify and zero fill
|166-176 MA|Blank|Not required by the State of Massachusetts. Fill with blanks
|177-190 MA|Total State Taxable Wages|Enter the total State taxable wages \\No commas or decimals. \\Right justify and zero fill
|191-204 MA|State Income Tax Withheld|Enter the total State income tax withheld \\No commas or decimals. \\Right justify and zero fill
|205-209 MA|Various|Not required by the State of Massachusetts. Fill with blanks
|210-210 MA|Officer Code|Defines if the employee is an owner or officer of the organization. \\Enter '1' if Yes, otherwise enter '0' \\Default value is ‘0’
|211-211 MA|Wage Plan Code|Not required by the State of Massachusetts. Fill with blanks
|212-212 MA|Employment Indicator - Month 1|Enter ‘1’ if the employee covered by UI, worked or received pay for the pay period including the 12th day of the first reporting month \\Total of all ‘S’ records since the last ‘E’ record
|213-213 MA|Employment Indicator - Month 2|Enter ‘1’ if the employee covered by UI, worked or received pay for the pay period including the 12th day of the second reporting month \\Total of all ‘S’ records since the last ‘E’ record
|214-214 MA|Employment Indicator - Month 3|Enter ‘1’ if the employee covered by UI, worked or received pay for the pay period including the 12th day of the third reporting month \\Total of all ‘S’ records since the last ‘E’ record
|215-220 MA|Reporting Quarter and Year|Enter the last month of the quarter number and the year that is being reported, in QQYYYY Example: 0320YY for January-March 20YY
|221-232 MA|Blank|Not required by the State of Massachusetts. \\Fill with blanks
|233-275 MA|Blank|Not required by the State of Massachusetts. \\Fill with blanks
At line 204 removed 87 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
|-30 MA|Employee Last Name|
|31-42 MA|Employee First Name|
|43-43 MA|Employee Initial|
|44-45 MA|State Code\\ \\Not Required by the state of Massachusetts|
46-46 MA - Adjustment Code.
- enter ‘0’ to indicate original submission.
47-49 MA|Blank|
50-63 MA - State Quarterly Gross Wages.
- Enter state gross wages.
64-77 MA - Total State Quarterly Wages subject to unemployment taxes.
- Not Required.
78-131 MA - Other State Wages.
- Not Required.
132-134 MA - Hours Worked.
- Hours worked during the reporting period. No decimal allowed.
135-142 MA|Blank|
143-146 MA - Taxing Entity Code.
- Not Required.
147-154 MA - State Unemployment Insurance Employer Account Number.
- Enter
155-161 MA|Blank|
162-165 MA - Unit/Division Location (plant code).
-
166-176 MA|Blank|
|177-190 MA|Total State Taxable Wages|
|191-204 MA|State Income Tax Withheld|
205-209 MA - Various.
- Not Required.
210-210 MA - Officer Code.
- default value is ‘0’.
211-211 MA - Wage Plan Code.
- Not Required
212-212 MA - 12th of the month employment indicator – month 1\\ \\Enter ‘1’ if employee works on the 12th day of the 1st month if the reporting period|
213-213 MA - 12th of the month employment indicator – month 2\\ \\Enter ‘1’ if employee works on the 12th day of the 2nd month if the reporting period|
214-214 MA - 12th of the month employment indicator – month 3\\ \\Enter ‘1’ if employee works on the 12th day of the 3rd month if the reporting period|
215-220 MA - Reporting Quarter and Year.
- Enter 032012 for January-March 2012.
|221-232 MA|Not Required|
|233-275 MA|Blank|
!Record Name: Code T - Total Record
||Column||Description||Source
1-1 - Record Identifier.
- Constant ‘T’
2-8 - Total Number of Employees.
- The total number of ‘S’ records since the last ‘E’ record
9-34 MA - Not Required
- Enter blanks
35-47 MA - 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.
48-275 MA|Blank|
This page (revision-34) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop