This page (revision-5) was last changed on 26-Nov-2021 10:22 by Meg McFarland

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Tax Reporting - MN
Tax Reporting - MN

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Define the user fields for [P2K_CM_GOVT_REGISTRATIONS]. The following user fields are used on the [IDGV Definition|IDGV#DefinitionTab] tab, therefore they must set up on [IMUF]:
Define the user fields for [P2K_CM_GOVT_REGISTRATIONS]. The following user fields are used on the [IDGV Definition|IDGV#DefinitionTab] tab, therefore they must set up on [IMUF]
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Define user fields for [P2K_CM_DEPARTMENT_DETAILS]. The following user fields are used on [IDDP], therefore they must set up on [IMUF]:
Define user fields for [P2K_CM_DEPARTMENT_DETAILS]. The following user fields are used on [IDDP], therefore they must set up on [IMUF]
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Define User Fields for [P2K_HR_IDENTITIES]. The following user fields are used on [IEID] for Minnesota, therefore they must set up on [IMUF]:
Define User Fields for [P2K_HR_IDENTITIES]. The following user fields are used on [IEID] for Minnesota, therefore they must set up on [IMUF]
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*Enter the State of Minnesota SUI Employer Account Number in the ‘Number’ field. This number may be the same or different than the State Employer Account Number defined with ‘State Registration’
*Enter the Minnesota State SUI Employer Account Number in the ‘Number’ field. This number may be the same or different than the State Employer Account Number defined with ‘State Registration’
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*For a complete list of ‘HL$US-W2-20YY’ identifiers, please refer to the W2 Process Processing and W2 Process Set up documents in this Knowledge base.
*For complete list of ‘HL$US-W2-20YY’ identifiers, please refer to the W2 Process Processing and W2 Process Set up documents in this Knowledge base.
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[RPYEU] must be run with the following report parameters and filters defined to generate the Minnesota State file information. RPYEU will generate the Minnesota State W2 EFW2 File Format according to the State specifications
[RPYEU] must be run with the following report parameters and filters defined to generate the Minnesota State file information. \\[RPYEU] will generate the Minnesota State W2 EFW2 File Format according to the State specifications
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|Provide Sort Level Totals: Optional. When set to YES, the totals are generated by ‘DEPT SUI ER Number’
|Provide Sort Level Totals|Optional. When set to YES, the totals are generated by ‘DEPT SUI ER Number’
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%%information NOTE: All record locations designated by “M” are read by the Minnesota Department of Economic Security.%%
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|3-29|Not used by Department of Revenue|Fill with blanks
|3-29|Not used by Department of Revenue
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|37-72|Not used by Department of Revenue|Fill with blanks
|37-72|Not used by Department of Revenue
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|103-133| Not used by Department of Revenue|Fill with blanks
|103-133| Not used by Department of Revenue
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[RPYEU] must be run with the following report parameters and filters selected to generate the Minnesota State quarterly file information. \\* RPYEU will generate the Minnesota State Quarterly EFW2 File Format according to the State specifications \\ \\
[RPYEU] must be run with the following report parameters and filters selected to generate the Minnesota State quarterly file information. *[RRPYEU] will generate the Minnesota State Quarterly EFW2 File Format according to the State specifications \\ \\
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|Combine Employment Type|Set to ‘Yes’ since Code RE records are not reported by ‘Employment Type’
|Combine Employment Type|et to ‘Yes’ since Code RE records are not reported by ‘Employment Type’
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|Sort by Level: Must enter ‘DEPT SUI ER Number’ for Minnesota
|Provide Sort Level Totals: Optional. When set to YES, the totals are generated by ‘DEPT SUI ER Number’
|Sort by Level|Must enter ‘DEPT SUI ER Number’ for Minnesota
|Provide Sort Level Totals|This is optional, if yes, the total is generated by ‘DEPT SUI ER Number’
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\\
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|3-4 MN|State code|Enter the appropriate FIPS postal numeric code. Minnesota's code is ‘27’ \\Derived from the state being reported, from [IDFDV] sequence 7000
|5-9|Blank|Fill with blanks
|3-4 MN|State code|State code|Enter the appropriate FIPS postal numeric code. Minnesota's code is ‘27’ \\Derived from the state being reported, from [IDFDV] sequence 7000
|5-9|Blank|
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|197-202 MN|Reporting Period|Derived from the user defined Period End Date converted to MMYYYY for the reporting quarter. \\Example: If Period End Date = ‘31-Mar-YYYY’, then reporting period is ‘03YYYY’
|203-213 MN|State Quarterly Unemployment Insurance Total (gross) Wages|Enter the total State quarterly UI gross wages. \\Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’\\ \\NOTE: 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 Symmetry during the US Tax calculation, [UPCALC]. For employees who exceed the maximum wage base, this Identifier will contain no SUI Insurance wages. [RPYEU] will then use the State Taxable wages from the ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ Identifiers, that are related to the employee's Home GEO and Work GEO code, to report SUI Total Wages
|214-224|State Quarterly Unemployment Insurance Taxable Wages|Enter the total State quarterly UI taxable wages. \\Derived from State Quarterly Unemployment Insurance Total Wages and the SUI Maximum wage base as defined by the State government.\\ \\Please see example below for calculation details.
|225-226|Number of Weeks Worked|Total number of weeks worked. \\From the system derived number of Weeks Worked for the Reporting State\\ \\The system reads all Pay Headers with the pay category defined as ‘Regular Pay’, that are not reversed, with a Pay Issue Date that falls within the user defined Quarter begin and end dates.\\ If the Pay Header’s Work State or Home State is the same as the reporting State, then the Pay Header's Tax Weeks are accumulated into this field.
|227-234|Date First Employed|From the system derived latest Employment Hired Date, in MMDDYYYY format
|235-242|Date of Separation|Enter the employee's separation date, in MMDDYYYY format \\If this employee’s Probationary Code = ‘01’, (from IEID User Field ‘MMREF PROBATIONARY’), then this field contains the employee’s termination date. Otherwise fill with zeros
|197-202 MN|Reporting Period|From user defined Period End Date converted to MMYYYY for the reporting quarter. \\Example: If Period End Date = ‘31-Mar-20YY’, then reporting period is ‘0320YY’
|203-213 MN|State Quarterly Unemployment Insurance Total (gross) Wages|Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’\\ NOTE: 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 Symmetry during the US Tax calculation, [UPCALC]. For employees who exceed the maximum wage base, this Identifier will contain no SUI Insurance wages. [RPYEU] will then use the State Taxable wages from Identifier ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’, that are related to the employee's Home GEO and Work GEO code, to report SUI Total Wages
|214-224|State Quarterly Unemployment Insurance Taxable Wages|Total State quarterly UI taxable wages. \\Derived from State Quarterly Unemployment Insurance Total Wages and the SUI Maximum wage base as defined by the State government.\\ \\Please see example below for calculation details.
|225-226|Number of Weeks Worked|Total number of weeks worked. \\From the system derived number of Weeks Worked for the Reporting State\\ \\The system reads all Pay Headers with the pay category defined as ‘Regular Pay’, that are not reversed, with a Pay Issue Date that falls within the user defined Quarter begin and end dates.\\ If the Pay Header’s Work State or Home State is the same as the reporting State, then the Pay Header Tax Weeks are accumulated into this field.
|227-234|Date First Employed|From system derived from the latest Employment Hired Date in MMDDYYYY format
|235-242|Date of Separation|Enter the employee's separation date, in MMDDYYYY format \\If this employee’s Probationary Code = ‘01’, from IEID User Field ‘MMREF PROBATIONARY’, then this field contains the employee’s termination date, otherwise fill with zeros
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|248-259 MN|MN State Unemployment Insurance Account Number and MN Employer Unit Number|This field is derived from [IDDP], UDF ‘SUI ER Number’ field according to the employee’s Prime Assignment Detail Department, that is effective as of the period end date\\ *If ‘DEPT SUI ER Number’ = 7977999-004, then ‘-’ will be replaced with zeroes\\ *If ‘DEPT SUI ER Number’ is not defined for a department, then the [IDGV] SUI ER Number is used
|248-259 MN|MN State Unemployment Insurance Account Number and MN Employer Unit Number|This field derived from [IDDP] screen UDF ‘SUI ER Number’ field according to the employee’s Prime Assignment Detail Department, that is effective as of the period end date\\ *If ‘DEPT SUI ER Number’ = 7977999-004, then ‘-’ will be replaced with zeroes\\ *If ‘DEPT SUI ER Number’ is not defined for a department, then the SUI ER Number from [IDGV] is used
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|274-275|State code|Enter the appropriate FIPS postal numeric code. Minnesota's code is "27" \\Derived from the State being reported
|274-275|State code|Enter the appropriate FIPS postal numeric code. Minnesota is code "27" \\Derived from the State being reported
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All wages paid to an employee up to the SUI Wage Base Amount are taxable for SUI purposes. \\
When an employee’s State Taxable earnings exceed the SUI Wage Base for a calendar year, then the exceeded portion of the earnings are considered as SUI Excess Wages and are not taxable for SUI purposes.
All wages paid to an employee up to the SUI Wage Base Amount are taxable for SUI purposes
*When an employee’s State Taxable earnings exceed the SUI Wage Base for a calendar year, then the exceeded portion of the earnings are considered as SUI Excess Wages and are not taxable for SUI purposes
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#*This is the State Gross wages paid to an employee for the quarter, less 125 Plan contributions and/or 401 exemptions
#*The Total Wages are retrieved from the [IDFDV] ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ Identifiers
#*NOTE: the [IDFDV] ‘W2-SUI-WAGE-ER’ Identifier is not used to report this field because the value of the ‘W2-SUI-WAGE-ER’ Identifier may have already been capped by Symmetry during the US Tax calculation process, [UPCALC]. Therefore, for employees who exceed the maximum wage base, the ‘W2-SUI-WAGE-ER’ field will contain no SUI Insurance wages. \\*[RPYEU] will use the State Taxable wages from Identifier ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ that are related to the employee's Home GEO and Work GEO codes to derive the SUI Total Wages
#*This is the State Gross wages paid to an employee for the quarter less 125 plan and/or 401 exemptions
#*The Total Wages are retrieved from [IDFDV] 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 have already been capped by Symmetry during the US Tax calculation, [UPCALC]. Therefore for employees who exceed the maximum wage base, the ‘W2-SUI-WAGE-ER’ will contain no SUI Insurance wages. \\[RPYEU] will use the State Taxable wages from Identifier ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ that are related to the employee's Home GEO and Work GEO codes to derive the SUI Total Wages
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#*This is the SUI Total wages paid to an employee in the reporting quarter that are in excess of the SUI Wage Base \\Example: Employee SUI Total Wages for the quarter: $8500\\Maximum SUI Wage Base: $7000 \\Therefore, SUI Excess Wages: $1500
#*This is the SUI Total wages paid to an employee in this quarter that are in excess of the SUI Wage Base \\Example: Employee SUI Total Wages for the quarter: $8500\\Maximum SUI Wage Base: $7000 \\Therefore, SUI Excess Wages: $1500
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|SUI Excess of Wage Base\\(Year 2000 Wage Base $7000)|YTD Wages – Wage Base: \\$9000 – $7000, up to max of current quarter Wages\\= $2000|YTD Wages – Wage Base: $3000 – $7000, up to max of current quarter Wages\\= $0|$2000
|SUI Taxable Wages|Total Wages – Excess Wage: \\$9000 - $2000\\= $7000|Total Wages – Excess Wage\\= $3000 - $0\\= $3000 |$10000
|SUI Excess of Wage Base\\(Year 2000 Wage Base $7000)|YTD Wages – Wage Base: $9000 – $7000, up to max of current quarter Wages\\= $2000|YTD Wages – Wage Base: $3000 – $7000, up to max of current quarter Wages\\= $0|$2000
|SUI Taxable Wages|Total Wages – Excess Wage: $9000 - $2000\\= $7000|Total Wages – Excess Wage\\= $3000 - $0\\= $3000 |$10000
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|SUI Excess of Wage Base\\(Year 2000 Wage Base $7000)|YTD Wages – Wage Base: \\$18000 – $7000, up to max of current quarter Wages\\= $9000|YTD Wages – Wage Base: \\$6000 – $7000, up to max of current quarter wages\\$0|$9000
|SUI Taxable Wages|Total Wages – Excess Wage: \\$9000 - $9000\\= $0|Total Wages – Excess Wage\\= $3000 - $0\\= $3000|$3000
|SUI Excess of Wage Base\\(Year 2000 Wage Base $7000)|YTD Wages – Wage Base: $18000 – $7000, up to max of current quarter Wages\\= $9000|YTD Wages – Wage Base: $6000 – $7000, up to max of current quarter wages\\$0|$9000
|SUI Taxable Wages|Total Wages – Excess Wage: $9000 - $9000\\= $0|Total Wages – Excess Wage\\= $3000 - $0\\= $3000|$3000
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|SUI Excess of Wage Base \\(Year 2000 Wage Base $7000)|YTD Wages – Wage Base: \\$27000 – $7000, up to max of current quarter Wages\\= $9000|YTD Wages – Wage Base:\\$9000 – $7000, up to max of current quarter Wages\\= $2000|$11000
|SUI Taxable Wages|Total Wages – Excess Wage: \\$9000 - $9000\\= $0|Total Wages – Excess Wage\\= $3000 - $2000\\= $1000|$1000
|SUI Excess of Wage Base \\(Year 2000 Wage Base $7000)|YTD Wages – Wage Base: $27000 – $7000, up to max of current quarter Wages\\= $9000|YTD Wages – Wage Base: $9000 – $7000, up to max of current quarter Wages\\= $2000|$11000
|SUI Taxable Wages|Total Wages – Excess Wage: $9000 - $9000\\= $0|Total Wages – Excess Wage\\= $3000 - $2000\= $1000|$1000
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|SUI Excess of Wage Base\\(Year 2000 Wage Base $7000)|YTD Wages – Wage Base: \\$36000 – $7000 up to max of current quarter Wages\\= $9000|YTD Wages – Wage Base: \\$12000 – $7000, up to max of current quarter Wages\\= $3000|$12000
|SUI Taxable Wages|Total Wages – Excess Wage: \\$9000 - $9000\\= $0|Total Wages – Excess Wage\\= $3000 - $3000\\= $0|$0
|SUI Excess of Wage Base\\(Year 2000 Wage Base $7000)|YTD Wages – Wage Base: $36000 – $7000 up to max of current quarter Wages\\= $9000|YTD Wages – Wage Base: $12000 – $7000, up to max of current quarter Wages\\= $3000|$12000
|SUI Taxable Wages|Total Wages – Excess Wage: $9000 - $9000\\= $0|Total Wages – Excess Wage\\= $3000 - $3000\\= $0|$0
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Each Month requires the reporting of the total number of employees, full time and part time, who worked during or received pay subject to UI wages, for the payroll period that includes the 12th day of the first month of the reporting period.
Each Month requires the reporting of the total number of employees, full time and part time, who worked during or received pay subject to UI wages for the payroll period that includes the 12th day of the first month of the reporting period
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*From the user-specified Quarter Ending date, determine the First Month Date that includes the 12th of the month\\ Example: Quarter Ending Date Mar-31-YYYY, then the First Month Date is Jan-12-YYYY
*Determine the Payroll Period that the First Month Date ‘Jan-12-YYYY’ falls within the reporting period Start and End dates\\ Example: For Jan-12-YYYY, falls into Period YYYY02, with Period Start date Dec-30-YYYY and End date Jan-13-YYYY
*For each employee, read the Pay Headers for the First Month Period that have the Pay Stage defined as ‘70’ or ‘80’
*With each Pay Header that qualifies, retrieve the amount according to [IDFDV] ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ values to determine if the employee has wages that are subject to UI
*As long as an employee has one pay header that qualifies and has UI wages, the employee is counted for that Month of Employment
*From the user-specified Quarter Ending date, determines the First Month Date that includes the 12th of the month\\ Example: Quarter Ending Date Mar-31-20YY, then the First Month Date is Jan-12-20YY
*Determine the Payroll Period that the First Month Date ‘Jan-12-2002’ falls within the Period Start and End date\\ Example: For Jan-12-20YY, it falls into Period 20YY02 with Period Start date Dec-30-20YY and End date Jan-13-20YY
*For each employee, reads the Pay Headers for the First Month Period that have the Pay Stage defined as ‘70’ or ‘80’
*With each Pay Header that qualifies, retrieves the amount according to [IDFDV] ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ values to determine if the employee has wages that are subject to UI
*As long as an employee has one pay header that qualifies and has UI wages, the employee is counted for that Month of ';[pppppppa[[[[[[[[[[[[[[[[;weEmployment
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This page (revision-5) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop