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Page References

Incoming links Outgoing links
Tax Reporting - MT
Tax Reporting - MT

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Difference between version and

At line 4 added 3 lines
!!What's New for Tax Year 2011
There are no file format changes in wage reporting for the state of Montana in tax year 2011.
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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:
At line 10 added 4 lines
*(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 7 changed one line
This document contains abbreviated set up requirements for the State of Montana only. Please refer to the general document ([Tax Reporting - US General]) for other setup procedures that may also be required.
This document contains abbreviated set up requirement for the state of Montana only, please refer to the general document ([US_Annual_Qtrly_Reporting_GEN]) for other setup procedure that may also be required.
At line 10 changed one line
*The [IDGV Definition|IDGV#DefinitionTab] tab must be set up for ‘State Registration’ for State/Province: Montana.
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up for ‘State Registration’ for State/Province: Montana.
At line 15 changed one line
*The [IDGV Definition|IDGV#DefinitionTab] tab must be set up with ‘State SUI Registration’ for State/Province: Montana.
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up with ‘State SUI Registration’ for State/Province: Montana.
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!State File Procedures
!!State File Procedures
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*Records required for the W2 reporting are: Codes RA, RE, RW, RS, RT and RF
*Records required for the UI wage reporting: Codes A, B, E, S, T and F.
*Records required for the W2 reporting are: Codes RA,RE,RW,RS,RT,RF; and for the UI wage reporting: Code A,B,E,S,T,F.
At line 27 changed 2 lines
!!Annual W2 Wage Reporting – EFW2 File Format
[RPYEU] must be run with the following report parameters and filters selected to generate the Montana State file information: \\ \\
!Annual W2 Wage Reporting – EFW2 File Format
[RPYEU] must be run and the following selected to generate Montana state file information:
|Report List Filters, Select State:|Montana, USA
|Parameters, Annual Form Code:|(example: use standard form code‘HL$US-W2-2012’)
|Parameters, Period Type:|Year
|Parameters, Period End Date:|Year End Date (i.e. 31-Dec-2011)
|Parameters, Media Format:|State File Format
At line 30 changed 7 lines
__RPYEU Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$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. Enter in DD-MM-YYY format
|Media Format|Mandatory. Set to State 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
The Directory and Media File Name parameters must be populated or an output file will not be produced.
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__RPYEU Report Filters__
|Select State: Montana, USA
!!State Media Magnetic Media Reporting – EFW2 File Format
;Record name:Code RA - Transmitter Record (same as the federal code RA)
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!Quarterly UI Wage Reporting – ICESA Format
[RPYEU] must be run and the following selected to generate Michigan state file information:
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!!State Media Magnetic Media Reporting – EFW2 File Format
\\
!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'}]
* The state of Michigan 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.
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\\
!Record Name: Code RW – Employee Wage Record (Same as the Federal Code RW)
[{InsertPage page='W2_EFW2_RECORD_RW'}]
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!Record Name: Code RS - State Wage Record (Same as the Federal Code RS)
[{InsertPage page='W2_EFW2_RECORD_RS'}]
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\\
!Record Name: Code RT - State Total Record (Same as the Federal Code RT)
[{InsertPage page='W2_EFW2_RECORD_RT'}]
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\\
!Record Name: Code RF - Final Record (Same as the Federal Code RF)
[{InsertPage page='W2_EFW2_RECORD_RF'}]
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!!Quarterly UI Magnetic Media Wage Reporting – ICESA Format
[RPYEU] must be run with the following report parameters and filters selected to generate the Montana State file information: \\ \\
!!Quarterly UI Wage Magnetic Media Reporting - ICESA Format
;Record name: Code E - Employer Record
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__RPYEU Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$US-W2-YYYY' \\The Variables will need to be entered in this form code for specific use in the installation.
|Quarterly Form Code|Required. Use the supplied form code ‘HL$US-QTR-2012’. \\The Variables need to be entered in this form code for specific use in the installation.
|Period Type|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. Set to 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
!!ICESA for the State of Michigan
* The format details are found at the ....
----
![Notes|Edit:Internal.Tax Reporting - MO]
[{InsertPage page='Internal.Tax Reporting - MO' default='Click to create a new notes page'}]
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__RPYEU Report Filters__
|Select State: Montana, USA
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!ICESA Repoting for the State of Montana
The format details are found at the State of Montana Department of Labor and Industry website at \\
[http://uid.dli.mt.gov/Portals/55/Documents/Contributions-Bureau/dli-uid-ui009.pdf] . \\
Quarterly UI Wage Reporting – ICESA format
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!Record Name: Code A - Transmitter Record
||Column||Description||Source
|1| Record Identifier|Constant “A”
|2-5|Year|Enter the year this report is prepared for
|6-14|Transmitter’s Federal Employer Identification Number (FEIN)|Enter the transmitter’s Federal Employer ID number. \\Enter only numeric characters. Omit hyphen, prefixes & suffixes.
|15-18|Taxing Entity Code|Constant “UTAX”
|19-23|Blank|Fill with blanks
|24-73|Transmitter Name|Enter the name of the organization submitting the file. \\Enter the name exactly as the Employer is registered with the state Unemployment Insurance agency.
|74-113|Transmitter Street|Enter the street address of the organizationsubmitting the file.
|114-138|Transmitter City|Enter the city of the organization submitting the file.
|139-140|Transmitter State|Enter the standard two character FIPS postal abbreviation.
|141-153|Blank|Fill with blanks
|154-158|Transmitter Zip Code|Enter a valid zip code
|159-163|Transmitter Zip Code Extension|Use this field as necessary for the four digit extension of the zip code. \\Include hyphen in position 159. \\If unknown, fill with blanks.
|164-193|Transmitter Contact|Enter the title of individual from transmitter's organization who is responsible for the accuracy and completeness of the wage report.
|194-203|Transmitter Contact Telephone Number|Enter the telephone number where the transmitter's contact can be reached
|204-207|Telephone Extension/Box|Enter transmitter's telephone extension or message box.
|208-213|Tape Transmitter/Authorization Number|Not required by the State of Montana. Fill with blanks
|214|C-3 Data|Not required by the State of Montana. Fill with blanks
|215-219|Suffix Code|Not required by the State of Montana. Fill with blanks
|220|Allocation Lists|Not required by the State of Montana. Fill with blanks
|221-229|Service Agent ID|Not required by the State of Montana. Fill with blanks
|230-242|Total Remittance Amount|Not required by the State of Montana. Fill with blanks
|243-248|Media Creation Date|Enter date in MMDDYY format
|249-275|Blank|Will with blanks
- The user must run RPYEU and select the following to generate Montana state file information:
Media Format: - State SUI File Format
Select State: - Montana, USA
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!Record Name: Code B - Authorization Record
||Column||Description||Source
|1|Record Identifier|Constant “B”.
|2-5|Payment Year|Enter the year this report is being prepared for.
|6-14|Transmitter’s Federal EIN|Enter the transmitter’s Federal Employer ID number. \\Enter only numeric characters. Omit hyphens, prefixes & suffixes.
|15-22|Computer|Enter the manufacturer’s name.
|23-24|Internal Label|Not required by the State of Montana. Fill with blanks
|25|Blank|Fill with blanks
|26-27|Density|Not required by the State of Montana. Fill with blanks
|28-30|Recording Code (Character Set)|Constant "ASC"
|31-32|Number of Tracks|Not required by the State of Montana. Fill with blanks
|33-34|Blocking Factor|Not required by the State of Montana. Fill with blanks
|35-38|Taxing Entity Code|Constant “UTAX”
|39-146|Blank|Fill with blanks
|147-190|Organization Name|Not required by the State of Montana. Fill with blanks
|191-225|Street Address|Not required by the State of Montana. Fill with blanks
|226-245|City|Not required by the State of Montana. Fill with blanks
|246-247|State|Not required by the State of Montana. Fill with blanks
|248-252|Blank|Enter blanks
|253-257|Zip Code|Not required by the State of Montana. Fill with blanks
|258-262|Zip Code Extension|Not required by the State of Montana. Fill with blanks
|263-275|Blank|Fill with blanks
- The “Quarterly Form Code” must be entered in order to produce the UI Wage file in the ICESA format.
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!Record Name: Code E - Employer Record
||Column||Description||Source
|1|Record Identifier|Constant “E”
|2-5|Year|Enter the year this report is being prepared for.
|6-14|Employer’s Federal EIN|Enter the employer’s Federal Employer ID number. \\Enter only numeric characters. Omit hyphens, prefixes & suffixes.
|15-23|Blank|Fill with blanks
|24-73|Employer Name|Enter the name of the Employer reporting wage and tax data. Enter the name Exactly as the employer is registered with the state Unemployment Insurance agency.
|74-113|Employer Street Address|Enter the street address of the Employer
|114-138|Employer City|Enter the city of the Employer’s mailing address.
|139-140|Employer State|Enter the standard two character FIPS postal abbreviation.
|141-148|Blank|Fill with blanks
|149-153|Employer Zip Code Extension|Enter four-digit extension of zip code. Include the hyphen in position 149. \\If unknown, fill with blanks.
|154-158|Employer Zip Code|Enter a valid zip code
|159|Name Code|Not required by the State of Montana. Fill with blanks
|160|Type of Employment|Not required by the State of Montana. Fill with blanks
|161-162|Blocking Factor|Not required by the State of Montana. Fill with blanks
|163-166|Establishment Number or coverage Group/PRU|Not required by Montana.
|167-170|Taxing Entity Code|Constant “UTAX”
|171-172|State Identifier Code|Enter the state FIPS postal numeric code for the State the wages are being reported for. Montana is "30".
|173-187|State UI Employer Account Number|Enter the State UI employer account number
|188-189|Reporting Period|Enter the last month of the calendar quarter the report applies to. \\Enter “03”= 1st Quarter, “06”= 2nd Quarter, “09”= 3rd Quarter or “12”= 4th Quarter
|190|No Workers/No Wages|Enter '0' to indicate that the E record will not be followed by S records (employee records). \\Enter '1' to Indicate that the E record will be followed by S records (employee records).
|191|Tax Type Code|Not required by the State of Montana. Fill with blanks
|192-196|Taxing Entity Code|Not required by the State of Montana. Fill with blanks
|197-203|State Control Number|Not required by the State of Montana. Fill with blanks
|204-208|Unit Number|Not required by the State of Montana. Fill with blanks
|209-255|Blank|Not required by the State of Montana. Fill with blanks
|256|Foreign Indicator|Not required by the State of Montana. Fill with blanks \\If data in positions 74-158 is for a foreign address, enter the letter “X”. Otherwise, fill with a blank. \\
|257|Type of Information|If file contains only tax information, enter a “T”. \\If file contains both wage and tax information, enter a “B”.
|258-266|Other EIN|Not required by the State of Montana. Fill with blanks
|267-275|Blank|Fill with blanks
- You must select state Montana in the ‘Report List Filters’.
- Annual Form Code’ – use the standard HighLine supplied form code HL$US-W2-2012. You will have to enter the ‘Variables’ in this Form Code for use specifically in your installation.
- The ‘Quarterly Form Code’ must be entered in order to produce UI wage file in ICESA format. – use the HighLine supplied Form Code ‘HL$US-QTR-2012’.. You will have to enter the ‘Variables’ in this Form Code for use specifically in your installation.
- Period Type: Quarter.
- Period End Date: Enter the quarter end date, i.e. 30-Jun-2012.
- Media File Type: State SUI File Format.
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- If the Directory Name/Media File Name is not supplied, an output file will not be produced.
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!Record Name: Code S - Employee Record
||Column||Description||Source
|1|Record Identifier|Constant “S”.
|2-10|Social Security Number|Enter the employee’s Social Security number. \\If not known, enter “I” in position 2 and blanks in positions 3-10. \\If an invalid SSN is encountered, this field is filled with zeroes
|11-30|Employee Last Name|Enter the employee’s last name.
|31-42|Employee First Name|Enter the employee’s first name
|43|Employee Middle Initial|Enter the employee’s middle initial. If no middle initial, enter a blank.
|44-45|State Code|Enter the state FIPS postal numeric code for the State the wages are being reported for. \\Montana is "30"
|46-49|Reporting Quarter and Year|Enter the last month and year for the quarter this report applies to. Example “03YY” Jan-March of 20YY.
|50-63|State Quarter Total Gross Wages|Not required by the State of Montana. Fill with blanks
|64-77|State Quarter UI Total Gross Wages|Enter the total quarterly gross wages subject to Unemployment taxes. \\Include all tip income. \\Right justify and zero fill all money fields.
|78-91|State Quarter UI Excess Wages|Enter the Quarterly wages in excess of the State UI taxable wage base. \\For Governmental or Reimbursable accounts, excess must be zeros. \\Right justify and zero fill all money fields.
|92-105|State Quarter UI Taxable Wages|Enter the State quarterly UI total wages minus State quarterly UI excess wages. \\For Governmental and Reimbursable employers, must be equal to the “State Quarter UI Total Gross Wages”. \\Right justify and zero fill all money fields.
|106-142|Not Required|Not required by the State of Montana. Fill with blanks
|143-146|Taxing Entity Code|Constant “UTAX”
|147-161|State UI Employer Account Number|Enter the State account number assigned for unemployment insurance reporting purposes.
|162-211|Not Required|Not required by the State of Montana. Fill with blanks
|212|Month 1 Employment|Enter “1” if employee covered by UI worked during or received pay for the pay period including the 12th day of the 1st month of the reporting period. \\Enter “0” if employee covered by UI did not work and received no pay for the pay period including the 12th day of the 1st month of the reporting period. \\Enter blanks if not available.
|213|Month 2 Employment|Enter “1” if employee covered by UI worked during or received pay for the pay period including the 12th day of the 2nd month of the reporting period. \\Enter “0” if employee covered by UI did not work and received no pay for the pay period including the 12th day of the 2nd month of the reporting period. \\Enter blanks if not available.
|214| Month 3 Employment|Enter “1” if employee covered by UI worked during or received pay for the pay period including the 12th day of the 3rd month of the reporting period. \\Enter “0” if employee covered by UI did not work and received no pay for the pay period including the 12th day of the 3rd month of the reporting period. \\Enter blanks if not available.
|215-220|Blanks|Fill with blanks
|221-232|Not Required|Not required by the State of Montana. Fill with blanks
|233-275|Blank|Fill with blanks
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!Record Name: Code T - Total Record
||Column||Description||Source
|1|Record Identifier|Constant “T”
|2-8|Total Number of Employees|Enter the total number of “S” records reported since the last “E” record. \\Right justify and zero fill.
|9-12|Taxing Entity Code|Constant “UTAX”
|13-26|State Quarter Total Gross Wages for Employer|Not required by Montana.
|27-40|State Quarter UI Total Gross Wages for Employer|Enter the Quarterly Gross Wages subject to State UI Tax. \\Include all tip income. \\Total of this field on all “S” records since the last “E” record. \\Right justify and zero fill all money fields.
|41-54|State Quarter UI Excess Wages for Employer|Enter the Quarterly Wages in excess of the state UI Taxable wage base. \\ Total of this field on all “S” records since the last “E” record. \\For Governmental or Reimbursable Employers, excess must be zeros. \\Right justify and zero fill all money fields.
|55-68|State Quarterly UI Taxable Wages for Employer|Enter the State quarterly UI Total Gross Wages minus State quarterly UI Excess Wages. \\Total of this field on all “S” records since the last “E” record. \\For Governmental and Reimbursable Employers, must be equal to “State Quarter UI Total Gross Wages”. \\Right justify and zero fill all money fields.
|69-81|Quarterly Tip Wages for Employer|Not required by the State of Montana. Fill with blanks
|82-87|Total UI Tax Rate this Quarter|Enter the employer’s Total UI Tax rate for this reporting period. \\Decimal point followed by 5 digits. \\Example: 3.1% = .03100. \\For Regular and Governmental employers it is equal to the UI Contribution Rate plus the Administrative Fund Tax Rate as shown on the yearly rate notice covering this reporting period.
|88-100|State Quarterly UI Taxes Due|Enter the UI taxes due. \\Quarterly state UI taxable wages multiplied by the total UI tax rate. \\Right justify and zero fill all money fields.
|101-111|Previous Quarter(s) Adjustments|Enter any adjustments or amendments to previous quarter reports. \\Enter zeros if not applicable. \\Right justify and zero fill all money fields.
|112-122|Interest on Late Payments|Interest is computed at the rate of 1.5% per month or 18% per year of the amount in “State Quarterly UI Taxes Due” field. \\Enter zeros if not applicable. \\Right justify and zero fill all money fields.
|123-133|Penalty|The penalty for being late is $25.00. \\Enter zeroes if not applicable. \\Right justify and zero fill all money fields.
|134-144|Credit\Overpayment|Enter any overpayment existing on your account on the date this report was generated. \\Overpayments (credits) are subject to prior usage. \\Enter zeros if not applicable. \\Right justify and zero fill all money fields.
|145-174|Not Required|Not required by the State of Montana. Fill with blanks
|175-185|Total Payment Due|Enter the total of “State Quarterly UI Taxes Due” plus “Previous Quarter(s) Adjustments” plus “Interest” plus “Penalty”, minus any amount in “Credit/Overpayment”. \\Enter zeros if not applicable. \\Right justify and zero fill all money fields.
|186-226|Not Required|Not required by the State of Montana. Fill with blanks
|227-233|Month 1 Employment|Total number of employees covered by UI who worked on or received pay for the pay period including the 12th day of the first month of the reporting period. \\Enter blanks if not available.
|234-240|Month 2 Employment|Total number of employees covered by UI who worked on or received pay for the pay period including the 12th day of the second month of the reporting period. \\Enter blanks if not available.
|241-247|Month 3 Employment|Total number of employees covered by UI who worked on or received pay for the pay period including the 12th day of the third month of the reporting period. \\Enter blanks if not available.
|248-267|Not Required|Not required by the State of Montana. Fill with blanks
|268-275|Blanks|Fll with blanks
At line 216 changed 6 lines
!Record Name: Code F - Final Record
||Column||Description||Source
|1|Record Identifier|Constant “F”
|2-139|Not Required|Not required by the State of Montana. Fill with blanks
|140-275|Blank|Fill with blanks
QUARTERLY UI Wage MAGNETIC MEDIA REPORTING – ICESA format
At line 99 added one line
(Please note that the following ‘Not Required’ fields may or may not always contain BLANKS).
At line 101 added one line
Note: Columns with MT indicates it is a Montana specific requirement which is not the standard record format
At line 225 changed 3 lines
----
![Notes|Edit:Internal.Tax Reporting - MT]
[{InsertPage page='Internal.Tax Reporting - MT' default='Click to create a new notes page'}]
Record name: Code A - Transmitter Record
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This page (revision-20) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop