This page (revision-18) was last changed on 26-Nov-2021 10:22 by Meg McFarland

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

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Version Date Modified Size Author Changes ... Change note
18 26-Nov-2021 10:22 11 KB Meg McFarland to previous
17 26-Nov-2021 10:22 11 KB kparrott to previous | to last
16 26-Nov-2021 10:22 12 KB kparrott to previous | to last
15 26-Nov-2021 10:22 12 KB kparrott to previous | to last
14 26-Nov-2021 10:22 12 KB kparrott to previous | to last
13 26-Nov-2021 10:22 12 KB kparrott to previous | to last
12 26-Nov-2021 10:22 11 KB eyeung to previous | to last
11 26-Nov-2021 10:22 11 KB kparrott to previous | to last US_Annual_Qtrly_Reporting_GEN ==> Tax Reporting - US General
10 26-Nov-2021 10:22 11 KB jmyers to previous | to last
9 26-Nov-2021 10:22 11 KB jmyers to previous | to last
8 26-Nov-2021 10:22 12 KB jmyers to previous | to last
7 26-Nov-2021 10:22 4 KB jmyers to previous | to last
6 26-Nov-2021 10:22 4 KB jmyers to previous | to last
5 26-Nov-2021 10:22 4 KB jmyers to previous | to last
4 26-Nov-2021 10:22 5 KB jmyers to previous | to last
3 26-Nov-2021 10:22 6 KB jmyers to previous | to last
2 26-Nov-2021 10:22 8 KB jmyers to previous | to last
1 26-Nov-2021 10:22 8 KB jmyers to last

Page References

Incoming links Outgoing links
Tax Reporting - NC
Tax Reporting - NC

Version management

Difference between version and

At line 23 changed one line
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up with 'State SUI Registration' for State/Province: North Carolina.
*The [IDGV Definition|IDGV#DefinitionTab] tab must be set up with 'State SUI Registration' for State/Province: North Carolina.
At line 45 changed one line
Record name: Code RE - Employer Record
!Record Name: Code RE - Employer Record
||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]
|17-39 NC|Not Required|
|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, If Available|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|
|179-512 NC|Not Required|
At line 47 changed one line
Column Description
!Record Name: Code RW - Employee Wage Record
||Column||Description||Source
|1-2|Record Identifier|Constant "RW"
|3-11|Social Security Number|Derived from [IDFDV] Field Identifier: ‘W2-EE-SSN’ (seq 2500)\\ \\If an invalid SSN is encountered, this field is entered with zeroes
|12-26|Employee First Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’ (seq 2510)
|27-41|Employee Middle Name or Initial|Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’ (seq 2520)
|42-61|Employee Last Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’ (seq 2530)
|62-187 NC|Not Required|
|188-198|Wages, Tips and other compensation|Derived from [IDFDV] Field Identifier: ‘W2-FIT-WAGE’ (seq 3000)
|199-209|Federal Income Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-FIT-TAX’ (seq 3010)
|210-512 NC|Not Required|
At line 49 changed 2 lines
1-2 - Record Identifier
- Constant "RE"
!Record Name: Code RS - State Record
||Column||Description||Source
|1-2|Record Identifier|Constant "RS"
|3-4|State code, appropriate FIPS postal numeric code|Derived from the State being reported, from [IDFDV] sequence 7000\\ \\e.g. North Carolina is “37”
|5-9|Taxing Entity Code|If County, City or School district tax is reported, this field is derived from [IDGV] 'W2 TAXING ENTITY' field for the County, City or School district tax being reported
|10-18|Social Security Number|Derived from [IDFDV] Field Identifier: ‘W2-EE-SSN’ (seq 2500)\\ \\If an invalid SSN is encountered, this field is entered with zeroes
|19-33|Employee First Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’ (seq 2510)
|34-48|Employee Middle Name or Initial|Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’ (seq 2520)
|49-68|Employee Last Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’ (seq 2530)
|69-247 NC|Not Required|
|248-267 NC|State ER Number|Derived from [IDFDV] Field Identifier: ‘W2-STATE-REGIST’ for the reporting State
|276-286|State Taxable Wages|Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’
|287-297|State Income Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-ST-TAX-HOME’ and ‘W2-ST-TAX-WORK’
|298-512 NC|Not Required|
At line 52 removed 115 lines
3-6 - Tax year CCYY
- From user specified FROM-TO period converted to CCYY
7 - Agent Indicator Code
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-AGENT-IND’ (seq 1500)
8-16 -Employer/Agent EIN
- System derived the applicable Federal reporting EIN, from IDGV or IDGR
17-39 NC - Not Required
40-96 - Employer Name
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-NAME’ (seq 2010)
97-118 - Employer Location Address
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-LOCN-ADDR’ (seq 2020)
119-140 - Employer Delivery Address
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-DELIV-ADDR’ (seq 2030)
141-162 - Employer City
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-CITY’ (seq 2040)
163-164 - Employer State Abbreviation
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-STATE’ (seq 2050)
165-169 - Employer ZIP Code
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-ZIP’ (seq 2060)
170-173 - Employer ZIP Code Extension, if available
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-ZIP-EXT’ (seq 2070)
174-174 - Kind of Employer
- Derived from IDFDV screen, Field Identifier: ‘W2-KIND-OF-EMPLOYER’ (seq 2120)
175-178 - Blanks
179-512 NC - Not Reauired.
Record name: Code RW - Employee Wage Record
Column Description
1-2 - Record Identifier
- Constant "RW"
3-11 - Social Security Number
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-SSN’ (seq 2500)
- if an invalid SSN is encountered, this field is entered with zeroes.
12-26 - Employee First Name
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-FIRST-NAME’ (seq 2510)
27-41 - Employee Middle Name or Initial
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-MIDDLE’ (seq 2520)
42-61 - Employee Last Name
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LAST-NAME’ (seq 2530)
62-187 NC - Not Required
188-198 - Wages, Tips and other compensation
- Derived from IDFDV screen, Field Identifier: ‘W2-FIT-WAGE’ (seq 3000)
199-209 - Federal Income Tax Withheld
- Derived from IDFDV screen, Field Identifier: ‘W2-FIT-TAX’ (seq 3010)
210-512 NC - Not Required
Record name: Code RS - State Record
Position Description
1-2 - Record Identifier
- Constant "RS"
3-4 - State code, appropriate FIPS postal numeric code
- system Derived from the State being reported, from IDFDV sequence 7000.
- e.g. North Carolina is “37”
5-9 - Taxing Entity Code
- if County, City or School district tax is reported, this field is derived from IDGV 'W2 TAXING ENTITY' field for the County, City or School district tax being reported
10-18 - Social Security Number
- Derived from IDFDV screen, 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 screen, Field Identifier: ‘W2-EE-FIRST-NAME’ (seq 2510)
34-48 - Employee Middle Name or Initial
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-MIDDLE’ (seq 2520)
49-68 - Employee Last Name
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LAST-NAME’ (seq 2530)
69-247 NC - Not Required
248-267 NC - State ER Number,
- Derived from IDFDV screen, Field Identifier: ‘W2-STATE-REGIST’ for the reporting State
276-286 - State Taxable Wages
- Derived from IDFDV screen, Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’
287-297 - State Income Tax Withheld
- Derived from IDFDV screen, Field Identifier: ‘W2-ST-TAX-HOME’ and ‘W2-ST-TAX-WORK’
298-512 NC - Not Required
At line 178 changed one line
Record name: Code E - Employer Record
!Record Name: Code E - Employer Record
||Column||Description||Source
|1-1|Record Identifier|Constant "E"
|2-23|Various items\\ \\Not Required|
|24-73|Employer name|Derived from the Entity
|74-113|Street address|Derived from the Entity Location
|114-138|City|Derived from the Entity Location
|139-140|State (use a standard FIPS postal abbreviation)|Derived from the Entity Location
|141-148|Blank|
|149-153|ZIP code extension|Derived from the Entity Location
|154-158|ZIP code|Derived from the Entity Location
|159-166|Not Required|
|167-170|‘UTAX’|
|171-275|Not Required|
At line 180 changed 170 lines
Column Description
1-1 - Record Identifier
- Constant "E"
2-23 - Various items
- Not Required
-
24-73 - Employer name
- Derived from the Entity
74-113 - Street address
- Derived from the Entity Location
114-138 - City
- Derived from the Entity Location
139-140 - State (use a standard FIPS postal abbreviation)
- Derived from the Entity Location
141-148 - Blanks.
149-153 - ZIP code extension
- Derived from the Entity Location
154-158 - ZIP code
- Derived from the Entity Location
159-166 - Not Required.
167-170 - ‘UTAX’
171-275 - Not Required
Record name: Code S - State Record
Column Description
1-1 - Record Identifier.
- Constant ‘S’
2-10 - Social Security Number
- Employee’s social security number; if not known, enter ‘I’ in position 2 and blanks in position 3-10
11-30 - Employee Last Name.
- Enter employee last name.
31-42 - Employee First Name.
- Enter employee first name
43-43 - Employee Middle Initial.
- Enter employee middle initial. Leave blank if no middle initial
44-45 - State Code
- Enter the state FIPS postal numeric code for the state to which wages are being reported
- North Carolina is ‘37’.
46-49 - Blanks.
50-63 - State QTR Total Gross Wages.
- Enter quarterly wages subject to all taxes.
- Derived from IDFDV screen, Field sequence 3090
- Not Required.
64-77 - State QTR Unemployment Insurance Total Wages.
- Enter quarterly wages subject to unemployment taxes.
- Derived from IDFDV screen, Field sequence 7200
78-91 - State QTR Unemployment Insurance Excess Wages
- Quarterly wages in excess of the state UI taxable wage base
- Not Required
92-105 - State QTR Unemployment Insurance Taxable Wages.
- State QTR UI total wages less state QTR UI excess wages.
- Not Required
106-120 - Quarterly State Disability Insurance Taxable Wages.
- State Specific Data. If not used, enter zero.
- Not Required
121-129 - Quarterly Tip Wages
- Include all tip wages
- Not Required
130-131 - Number of Weeks Worked.
- The number of weeks worked in the reporting period.
- Derived from IDFDV screen, Field sequence 3080
- This can either be ‘Plugged’ as a constant, be picked up from a Pay Component that is previously populated by a UserCalc, or if left null the P2K will compute the value.
- Not Required
132-134 - Number of Hours Worked.
- The number of hours worked in the reporting period.
- Derived from IDFDV screen, Field sequence 3300
- Not Required
135-142 - Blanks.
143-146 - Taxing Entity Code.
- Constant ‘UTAX’.
147-161 - State Unemployment Insurance Account Number.
- Enter state UI employer account number
- SUI Registration Number from IDGV
162-176 - Unit/Division Location/Plant Code
- The ID assigned to identify wages by work site.
- Not Required
177-190 - State Taxable Wages.
- Enter wages subject to state income tax.
- Not Required
191-204 - State Income Tax withheld
- Enter wages subject to state income tax.
- Not Required
205-206 - Seasonal Indicator
- Derived from IDFDV screen, Field sequence 3270
- State Specific Data. If not used, enter blanks.
207-207 - Employer Health Insurance Code
- State Specific Data. If not used, enter blank.
- Not Required
208-208 - Employee Health Insurance Code.
- State Specific Data. If not used, enter blank.
- Not Required
209-209 - Probationary Code.
- State Specific Data. If not used, enter blank.
- Not Required
210-210 - Officer Code.
- Enter ‘1’ for officers of the corporation, else enter ‘0’.
- Not Required
211-211 - Wage Plan Code.
- State Specific Data. If not used, enter blank.
- Not Required
212-212 - Month-1 Employment.
- Enter ‘1’ if employee covered by UI worked or receive pay for the pay period including the 12th day of the first reporting month, else enter ‘0’.
- Not Required
213-213 - Month-2 Employment.
- Enter ‘1’ if employee covered by UI worked or receive pay for the pay period including the 12th day of the second reporting month, else enter ‘0’.
- Not Required
214-214 - Month-3 Employment.
- Enter ‘1’ if employee covered by UI worked or receive pay for the pay period including the 12th day of the third reporting month, else enter ‘0’.
- Not Required
215-220 - Reporting Quarter and Year.
- Enter the last month and year for the calendar period for which this report applies (i.e. 062003 for Apr-June 2003).
221-226 - Date First Employed.
- Enter the month and year (i.e. 072003).
- Not Required
227-232 - Date of Separation.
- Enter the month and year (i.e. 112003).
- Not Required
233-275 - Blanks.
276-276 - Blanks (for system that cannot produce an odd number record length file only).
!Record Name: Code S - State Record
||Column||Description||Source
|1-1|Record Identifier|Constant ‘S’
|2-10|Social Security Number\\ \\Employee’s social security number; if not known, enter ‘I’ in position 2 and blanks in position 3-10|
|11-30|Employee Last Name|
|31-42|Employee First Name|
|43-43|Employee Middle Initial\\ \\Leave blank if no middle initial|
|44-45|State Code\\ \\The state FIPS postal numeric code for the state to which wages are being reported|North Carolina is ‘37’|
|46-49|Blank|
|50-63|State QTR Total Gross Wages\\ \\Quarterly wages subject to all taxes\\ \\Not Required|Derived from [IDFDV], Field sequence 3090
|64-77|State QTR Unemployment Insurance Total Wages.\\ \\Quarterly wages subject to unemployment taxes|Derived from [IDFDV], Field sequence 7200
|78-91|State QTR Unemployment Insurance Excess Wages\\ \\Quarterly wages in excess of the state UI taxable wage base\\ \\Not required|
|92-105 |State QTR Unemployment Insurance Taxable Wages\\ \\State QTR UI total wages less state QTR UI excess wages\\ \\Not required|
|106-120|Quarterly State Disability Insurance Taxable Wages\\ \\State Specific Data\\ \\If not used, enter zero\\ \\Not required|
|121-129|Quarterly Tip Wages\\ \\Include all tip wages\\ \\Not required|
|130-131|Number of Weeks Worked\\ \\The number of weeks worked in the reporting period\\ \\Not required|Derived from [IDFDV], Field sequence 3080\\ \\This can either be ‘Plugged’ as a constant, be picked up from a Pay Component that is previously populated by a UserCalc, or if left null the P2K will compute the value
|132-134|Number of Hours Worked\\ \\The number of hours worked in the reporting period|Derived from [IDFDV], Field sequence 3300\\ \\Not required
|135-142|Blank|
|143-146vTaxing Entity Code|Constant ‘UTAX’
|147-161|State Unemployment Insurance Account Number|SUI Registration Number from [IDGV]
|162-176|Unit/Division Location/Plant Code\\ \\The ID assigned to identify wages by work site\\ \\Not required|
|177-190|State Taxable Wages\\ \\Not required|
|191-204|State Income Tax withheld\\ \\Enter wages subject to state income tax\\ \\Not required|
|205-206|Seasonal Indicator|Derived from [IDFDV], Field sequence 3270\\ \\State Specific Data\\ \\If not used, enter blanks|
|207-207|Employer Health Insurance Code\\ \\State Specific Data\\ \\If not used, enter blank\\ \\Not required|
|208-208|Employee Health Insurance Code\\ \\State Specific Data\\ \\If not used, enter blank\\ \\Not required|
|209-209|Probationary Code\\ \\State Specific Data\\ \\If not used, enter blank\\ \\Not required|
|210-210|Officer Code\\ \\Enter ‘1’ for officers of the corporation, else enter ‘0’\\ \\Not required|
|211-211|Wage Plan Code\\ \\State Specific Data\\ \\If not used, enter blank\\ \\Not required|
|212-212|Month-1 Employment\\ \\Enter ‘1’ if employee covered by UI worked or receive pay for the pay period including the 12th day of the first reporting month, else enter ‘0’\\ \\Not required|
|213-213|Month-2 Employment\\ \\Enter ‘1’ if employee covered by UI worked or receive pay for the pay period including the 12th day of the second reporting month, else enter ‘0’\\ \\Not required|
|214-214|Month-3 Employment\\ \\Enter ‘1’ if employee covered by UI worked or receive pay for the pay period including the 12th day of the third reporting month, else enter ‘0’\\ \\Not required|
|215-220|Reporting Quarter and Year\\ \\The last month and year for the calendar period for which this report applies (i.e. 062003 for Apr-June 2003).
|221-226|Date First Employed\\ \\Enter the month and year (i.e. 072003)\\ \\Not required|
|227-232|Date of Separation\\ \\Enter the month and year (i.e. 112003)\\ \\Not required|
|233-275|Blank|
|276-276|Blank (For systems that cannot produce an odd number record length file only)|
This page (revision-18) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop