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21 26-Nov-2021 10:22 30 KB kparrott to previous | to last US_Annual_Qtrly_Reporting_GEN ==> Tax Reporting - US General

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Incoming links Outgoing links
Tax Reporting - NY
Tax Reporting - NY

Version management

Difference between version and

At line 3 added 14 lines
!!What's New for Tax Year 2013
The following changes have been noted for reporting W2 wages to the Federal government:
*W2 File - RA Record – Submitter Record: New specifications have been added to the ‘Contact
E-Mail/Internet’ (positions 446-485) field.
* W2 File - RE Record – Employer Record: The ‘Other EIN’ (positions 31-39) is now applicable
to all tax jurisdiction codes.
* W2 File - RE Record – Employer Record: Five new fields have been added to the RE Employer
Record (position 222-318)
\\o Employer Contact Name (positions 222-248)
\\o Employer Contact Phone Number (positions 249-263)
\\o Employer Contact Phone Extension (positions 264-268)
\\o Employer Contact Fax Number (positions 269-278)
\\o Employer Contact E-Mail/Internet (positions 279-318)
At line 5 changed one line
This document contains abbreviated set up requirements for the State of New York 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 New York only, please refer to the general document ([Tax Reporting - US General]) for other setup procedure that may also be required.
At line 14 changed one line
*‘W2 STATE MEDIA FILING’ - Must be ‘02’ to generate UI wage magnetic media file for State of New York
*‘W2 STATE MEDIA FILING’ - Must be ‘02’ to generate UI wage magnetic media file for state of New York
At line 18 changed one line
*Records required for both the W2 and UI reporting are: Codes RA, RE, RS, RU and RF
*Records required for both the W2 and UI reporting are: Codes RA,RE,RS,RU,RF;
At line 23 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 New York State file information: \\ \\
!Annual W2 Wage Reporting – EFW2 Format
[RPYEU] must be run and the following selected to generate New York state file information:
|Report List Filters, Select State|New York, USA
|Parameters, Annual Form Code|(example: use standard form code‘HL$US-W2-2014’)
|Parameters, Period Type|Year
|Parameters, Period End Date|Year End Date (i.e. 31-Dec-2013)
|Parameters, Media Format|State File Format
At line 26 changed 7 lines
__RPYEU Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$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.
|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
%%information The Directory and Media File Name parameters must be populated or an output file will not be produced.%%
!!State Magnetic Media Reporting – EFW2 Format
At line 34 removed 5 lines
__RPYEU Report Filters__
|Select State: New York, USA
!State Media Magnetic Media Reporting - EFW2 File Format
At line 54 added one line
\\
At line 45 changed one line
!Record Name: Code RS - State Wage Record (Specific to New York State)
!Record Name: Code RW - Employee Wage Record (Same as the Federal Code RW)
At line 47 changed 16 lines
|1-2|Record Identifier|Constant "RS"
|3-4|State code|Appropriate FIPS postal numeric code. Numeric code for New York is ‘36’ \\Derived from the State being reported, from [IDFDV] sequence 7000
|5-9 NY|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’
|73-202 NY|Blank|Fill with blanks
|203-213 NY|State Quarterly UI Remuneration|Enter the total wages subject to UI in New York State \\Right justify and zero fill. Include dollars and cents. Omit decimals
|214-242|Blank|Fill with blanks
|243|Wage Type NY|Enter 'W' for regular wages or 'O' for other wages (see NYS-50 for more information) \\Applies only to quarterly wages
|244-275|Blank|Fill with blanks
|276-286|Gross Federal Wages or Distribution Subject to Withholding|Enter the total wages, tips, and other compensation subject to New York State withholding tax \\Right justify and zero fill. Include dollars and cents. Omit decimals
|287-297|Total NYS, NYC & Yonkers Tax Withheld|Enter the total NYS, NYC and Yonkers income tax withheld (lump sum) \\Right justify and zero fill. Include dollars and cents. Omit decimals
|298-512|Blank|Fill with blanks
|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)
|62-65|Employee Suffix|Derived from [IDFDV] Field Identifier: ‘W2-EE-SUFFIX’ (seq 2540)
|66-87|Employee Location Address|Derived from [IDFDV] Field Identifier: ‘W2-EE-LOCN-ADDR’ (seq 2600)
|88-109|Employee Delivery Address|Derived from [IDFDV] Field Identifier: ‘W2-EE-DELIV-ADDR’ (seq 2610)
|110-131|Employee City|Derived from [IDFDV] Field Identifier: ‘W2-EE-CITY’ (seq 2620)
|132-133|Employee State Abbreviation|Derived from [IDFDV] Field Identifier: ‘W2-EE-STATE’ (seq 2630)
|134-138|Employee ZIP Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP’ (seq 2640)
|139-142|Employee ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP-EXT’ (seq 2650)
|143-147|Blank|
|148-170|Employee Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘W2-EE-F-STATE’ (seq 2660)
|171-185|Employee Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-F-POSTAL’ (seq 2670)
|186-187|Employee Country Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-COUNTRY’ (seq 2680)
|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)
|210-220|Social Security Wages|Derived from [IDFDV] Field Identifier: ‘W2-SSN-WAGE’ (seq 3020)
|221-231|Social Security Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-SSN-TAX’ (seq 3030)
|232-242|Medicare Wages & Tips|Derived from [IDFDV] Field Identifier: ‘W2-MEDI-WAGE’ (seq 3040)
|243-253|Medicare Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-MEDI-TAX’ (seq 3050)
|254-264|Social Security Tips|Derived from [IDFDV] Field Identifier: ‘W2-SSN-TIP’ (seq 3060)
|265-275|Advanced Earned Income Credit|Derived from [IDFDV] Field Identifier: ‘W2-EIC’ (seq 3080)
|276-286|Dependent Care Benefits|Derived from [IDFDV] Field Identifier: ‘W2-DEP-CARE’ (seq 3090)
|287-297|Deferred Compensation contribution to Section 401(k)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-D’ (seq 4030)
|298-308|Deferred Compensation contribution to Section 403(b)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-E’ (seq 4040)
|309-319|Deferred Compensation contribution to Section 408(k)(6)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-F’ (seq 4050)
|320-330|Deferred Compensation contribution to Section 457(b)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-G’ (seq 4060)
|331-341|Deferred Compensation contribution to Section 501(c)(18)(D)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-H’ (seq 4070)
|342-352|Filler
|353-363|Non-qualified Plan section 457|Derived from [IDFDV] Field Identifier: ‘W2-NQUAL-457’ (seq 3102)
|364-374|Employer Contribution to a Health Savings Account|Derived from [IDFDV] Field Identifier: ‘W2-CODE-W’ (seq 4190)
|375-385|Non-qualified Plan Not section 457|Derived from [IDFDV] Field Identifier: ‘W2-NQUAL-N457’ (seq 3104)
|386-407|Blank|
|408-418|Employer cost of premiums for Group Term Life insurance over $50000|Derived from [IDFDV] Field Identifier: ‘W2-CODE-C’ (seq 4020)
|419-429|Income from Non-statutory Stock Options|Derived from [IDFDV] Field Identifier: ‘W2-CODE-V’ (seq 4180)
|430-462|Blank|
|463-473|Cost of Employer-Sponsored Health Coverage|Derived from [IDFDV] Field Identifier: ‘W2-CODE-DD’ (seq 4250)
|474-485|Blank|
|486|Statutory Employee Indicator|Derived from [IDFDV] Field Identifier: ‘W2-STAT-EE’ (seq 6000)\\ \\If the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
|487|Blank|
|488|Retirement Plan Indicator|Derived from [IDFDV] Field Identifier: 'W2-RETIRE-PLAN’ (seq 6020)\\ \\If the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
|489|Third-Party Sick Pay Indicator|Derived from [IDFDV] Field Identifier: ‘W2-3PARTY-SICK’ (seq 6060)\\ \\If the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
|490-512|Blank|
At line 64 changed 4 lines
;Multiple Code RS records: Multiple code RS records are generated for an employee if there are applicable county, city or school district tax information to be reported for a State. In this case, the State wages and tax will be zero for the subsequent code RS records.
\\
!Record Name: Code RU - Total Record (Specific to New York State)
!Record Name: Code RS - State Wage Record
At line 69 changed 3 lines
|1-2|Record Identifier|Constant "RU"
|3-9|Number of RS Records|Enter the total number of RS records for this employer. \\Right justify and fill with zeroes
|10-512|Blank|Fill with blanks
|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\\ \\Numeric code for New York is ‘36’
|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)
|69-72|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)
|150-154|Blank|
|155-177|Employee Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘W2-EE-F-STATE’ (seq 2660)
|178-192|Employee Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-F-POSTAL’ (seq 2670)
|193-194|Employee Country Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-COUNTRY’ (seq 2680)
At line 73 changed one line
!Record Name: Code RF - Final Record (Specific to New York State)
;Location 195 to 267: Applicable to Quarterly Unemployment Reporting
At line 75 changed 3 lines
|1-2|Record Identifier|Constant "RF" \\ This record is only included to indicate end of file
|3-512 NY|Blank|Fill with blanks
\\
|195-196|Optional Code|State Specific Data\\ \\If not used, enter blanks
|197-202|Reporting Period MMCCYY|From user specified Period End Date converted to MMCCYY for the quarter\\ \\e.g. Period End Date = ‘31-Dec-2003’, then reporting period is ‘122003’
|203-213|State Quarterly Unemployment Insurance Total Wages|Derived from [IDFDV] Field 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 already have been capped by Vertex during the US Tax calculation in [UPCALC] and therefore for employees who exceed the maximum wage base, this Identifier will contain no SUI Insurance wages. [RPYEU] will then be using the State Taxable wages from Identifier ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ that are related to the employee Home GEO and Work GEO code to report SUI Total Wages
|214-224|State Quarterly Unemployment Insurance Taxable Wages|This amount is derived from State Quarterly Unemployment Insurance Total Wages and the SUI Maximum wage base as defined by the State government\\ \\Please see [Tax Reporting - US General] for detail for quarterly reporting
|225-226|Number of Weeks Worked|From system derived number of Weeks Worked for the Reporting State\\ \\The system reads all pay headers with pay category = ‘Regular Pay’ that are not reversed with Pay Issue Date falls within the user specified Quarter begin and end date\\ \\If the Pay Header’s Work State or Home State is the same as the reporting State, then the Pay Header Tax Weeks is accumulated
|227-234|Date First Employed MMDDCCYY|From system derived latest Employment Hired Date
|235-242|Date of Separation MMDDCCYY|From system derived latest Employment Termination Date that is greater than the Employment Hired Date
|243-247|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
|268-273|Blank|
|274-275|State code, appropriate FIPS postal numeric code|Derived from the State being reported\\ \\e.g. Numeric code for New York is "36"
|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)
|298-307|Other State Data, to be defined by each state
|308|Tax Type Code|This field is used to report County, City or School district tax\\ \\If the County, City or School district requires to report taxes along with the State Tax information, then the following values are used for this field:\\C – City Income Tax\\D – County Income Tax\\E – School District Income Tax\\F – Other Income Tax\\ \\[IDGV] must be set up for the Local or School Registration by County/City or School district for the following fields on the Variables Tab:\\ \\'W2 STATE MEDIA FILING'\\'W2 TAX TYPE CODE'\\'W2 TAXING ENTITY'\\ \\'W2 STATE MEDIA FILING' indicates whether the County/City or School should report taxes with the State or not\\ \\'W2 TAX TYPE CODE' must contain the valid Tax Type Code as defined above\\ \\'W2 TAXING ENTITY' contains the Taxing Entity code supplied by the County/City or School government booklet\\ \\If County, City or School district tax is reported, this field is derived from [IDGV] 'W2 TAX TYPE CODE' field
|309-319|Local Taxable Wages|If School Tax is reported, this field is derived from Identifier ‘W2-SCHL-WAGE’ (seq 6500)\\ \\If County Tax is reported, this field is derived from Identifier: ‘W2-CN-WAGE-HOME’ and ‘W2-CN-WAGE-WORK’\\ \\If City Tax is reported, this field is derived from: ‘W2-CI-WAGE-HOME’ and ‘W2-CI-WAGE-WORK’
|320-330|Local Income Tax Withheld|If School Tax is reported, this field is derived from Identifier ‘W2-SCHL-TAX’ (seq 6510)\\ \\If County Tax is reported, this field is derived from Identifier: ‘W2-CN-TAX-HOME’ and ‘W2-CN-TAX-WORK’\\ \\If City Tax is reported, this field is derived from: ‘W2-CI-TAX-HOME’ and ‘W2-CI-TAX-WORK’
|331-337|State Control Number (optional)|Blank|
|338-412|Supplemental Data 1|State Specific Data\\ \\If not used, enter blanks
|413-487|Supplemental Data 2|State Specific Data\\ \\If not used, enter blanks
|488-512|Blank|
At line 79 changed 2 lines
!!Quarterly UI Magnetic Media Wage Reporting – EFW2 Format
[RPYEU] must be run with the following report parameters and filters selected to generate the New York State file information: \\ \\
;Multiple Code RS records:Multiple code RS records are generated for an employee if there are applicable county, city or school district tax information to be reported for a State. In this case, the State wages and tax will be zero for the subsequent code RS records.
At line 82 changed 7 lines
__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 specifically 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
!Record Name: Code RT - Total Record (Same as the Federal Code RT)
||Column||Description||Source
|1-2|Record Identifier|Constant "RT"
|3-9|Number of RW Records|Total number of code "RW" records reported since last code "RE" record
|10-24|Wages, Tips and Other Compensation|Derived from [IDFDV] Field Identifier: ‘W2-FIT-WAGE’, total of all code "RW" records since last "RE" record
|25-39|Federal Income Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-FIT-TAX’, total of all code "RW" records since last "RE" record
|40-54|Social Security Wages|Derived from [IDFDV] Field Identifier: ‘W2-SSN-WAGE’, total of all code "RW" records since last "RE" record
|55-69|Social Security Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-SSN-TAX’, total of all code "RW" records since last "RE" record
|70-84|Medicare Wages and Tips|Derived from [IDFDV] Field Identifier: ‘W2-MEDI-WAGE’, total of all code "RW" records since last "RE" record
|85-99|Medicare Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-MEDI-TAX’, total of all code "RW" records since last "RE" record
|100-114|Social Security Tips|Derived from [IDFDV] Field Identifier: ‘W2-SSN-TIP’, total of all code "RW" records since last "RE" record
|115-129|Advanced Earned Income Credit|Derived from [IDFDV] Field Identifier: ‘W2-EIC’, total of all code "RW" records since last "RE" record
|130-144|Dependent Care Benefits|Derived from [IDFDV] Field Identifier: ‘W2-DEP-CARE’, total of all code "RW" records since last "RE" record
|145-159|Deferred Compensation Contributions to Section 401(k)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-D’, total of all code "RW" records since last "RE" record
|160-174|Deferred Compensation Contributions to Section 403(b)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-E’, total of all code "RW" records since last "RE" record
|175-189|Deferred Compensation Contributions to Section 408(k)(6)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-F’, total of all code "RW" records since last "RE" record
|190-204|Deferred Compensation Contributions to Section 457(b)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-G’, total of all code "RW" records since last "RE" record
|205-219|Deferred Compensation Contributions to Section 501(c)(18)(D)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-H’, total of all code "RW" records since last "RE" record
|220-234|Filler
|235-249|Non-Qualified Plan Section 457|Derived from [IDFDV] Field Identifier: ‘W2-NQUAL-457’, total of all code "RW" records since last "RE" record
|250-264|Employer Contribution to a Health Savings Account|Derived from [IDFDV] Field Identifier: ‘W2-CODE-W’, total of all code ‘RW’ records since last ‘RE’ record
|265-279|Non-Qualified Plan Not Section 457|Derived from [IDFDV] Field Identifier: ‘W2-NQUAL-N457’, total of all code "RW" records since last "RE" record
|280-294|Blank|
|295-309|Cost of Employer-Sponsored Health Coverage|Derived from [IDFDV] Field Identifier: ‘W2-CODE-DD’, total of all code "RW" records since last "RE" record
|310-324|Employer Cost of Premiums for Group Term Life Insurance over $50000|Derived from [IDFDV] Field Identifier: ‘W2-CODE-C’, total of all code "RW" records since last "RE" record
|325-339|Income Tax Withheld by Third-Party Payer|Derived from [IDFDV] Field Identifier: ‘SUB-3RD-PARTY-TAX’, total of all code "RW" records since last "RE" record
|340-354|Income from Non-statutory Stock options|Derived from [IDFDV] Field Identifier: ‘W2-CODE-V’, total of all code "RW" records since last "RE" record
|355-512|Blank|
At line 90 changed 2 lines
__RPYEU Report Filters__
|Select State: New York, USA
!Record Name: Code RF - Final Record (Same as the Federal Code RF)
||Column||Description||Source
|1-2|Record Identifier|Constant "RF"
|3-7|Blank|
|8-16|Number of RW Records|Total number of code "RW" records on file
|17-512|Blank|
At line 187 added 2 lines
!!Quarterly UI Wage Reporting – EFW2 Format
[RPYEU] must be run and the following selected to generate New York state file information:
At line 94 changed 2 lines
%%information NOTE: The following ‘Not Required’ fields may or may not always contain blanks.%% \\
%%information NOTE: Columns coded with NY indicate it is a New York specific requirement which is not the standard record format.%%
Annual Form Code’ – use the standard supplied form code HL$US-W2-2013. The ‘Variables’ will need to be entered in this Form Code for specific specifically in the installation.
|Period Type|Quarter.
|Period End Date|Enter the quarter end date, i.e. 30-Jun-2012.
|Select State|New York, USA
|Media File Type|State SUI File Format.
At line 196 added 5 lines
%%information If the Directory Name/Media File Name is not supplied, an output file will not be produced.%%
!!Quarterly UI Wage Magnetic Media Reporting – EFW2 File Format
%%information Please note that the following ‘Not Required’ fields may or may not always contain blanks.%%
%%information Note: Columns coded with NY indicates it is a New York specific requirement which is not the standard record format.%%
At line 100 changed 17 lines
|3-13|Submitter’s Employer ID number (EIN)|Enter the submitter’s employer ID number (EIN) \\Numeric characters only \\Derived from [IDFDV] Field Identifier: ‘SUB-ER-EIN’
|14-216|Blank|Fill with blanks
|217-273|Submitter Name|Enter the name of the organization submitting the file. \\Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-NAME’
|274-295|Submitter Location Address|Enter the location address of the organization submitting the file. \\Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-LOCN’
|296-317|Submitter Delivery Address|Enter the delivery address of the organization submitting the file.Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-DELIV’
|318-339|Submitter City|Enter the City of the organization submitting the file. \\Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-CITY’
|340-341|Submitter State Abbreviation|Enter the standard two-character FIPS postal abbreviation of the organization submitting the file. \\Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-STATE’
|342-346|Submitter ZIP Code|Enter a valid ZIP code. \\Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-ZIP’
|347-350|Submitter ZIP Code Extension|Enter the four-digit extension of ZIP code, if applicable \\Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-ZIP-EXT’
|351-395|Blank|Fill with blanks
|396-422|Contact Name|Enter the contact name from the organization submitting the file. \\Derived from [IDFDV] Field Identifier: ‘SUB-CONT-NAME’
|423-437|Contact Phone Number|Enter the contact's phone number \\Derived from [IDFDV] Field Identifier: ‘SUB-CONT-TEL’
|438-442|Contact Phone Extension|Enter the contact's phone number extension \\Derived from [IDFDV] Field Identifier: ‘SUB-CONT-TEL-EXT’
|443-445|Blank|Fill with blanks
|446-485|Contact E-mail|Enter the contact's email address \\Derived from [IDFDV] Field Identifier: ‘SUB-CONT-EMAIL’
|486-488|Blank|Fill with blanks
|489-512|Contact FAX|Enter the contact's fax number \\Derived from [IDFDV] Field Identifier: ‘SUB-CONT-FAX’
|3-13|Submitter’s Employer ID number (EIN)|Numeric only|Derived from [IDFDV] Field Identifier: ‘SUB-ER-EIN’
|14-216|Blank|
|217-273|Submitter Name|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-NAME’
|274-295|Submitter Location Address|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-LOCN’
|296-317|Submitter Delivery Address|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-DELIV’
|318-339|Submitter City|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-CITY’
|340-341|Submitter State Abbreviation|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-STATE’
|342-346|Submitter ZIP Code|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-ZIP’
|347-350|Submitter ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-ZIP-EXT’
|351-395|Blank|
|396-422|Contact Name|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-NAME’
|423-437|Contact Phone Number|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-TEL’
|438-442|Contact Phone Extension|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-TEL-EXT’
|443-445|Blank|
|446-485|Contact E-mail|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-EMAIL’
|486-488|Blank|
|489-512|Contact FAX|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-FAX’
At line 118 removed one line
At line 122 changed 11 lines
|3-7|Blank|Fill with blanks
|8-18|Employer/Agent EIN|Enter the Employer/Agent EIN \\System derived the applicable Federal reporting EIN, from [IDGV] or [IDGR]
|19-39|Blank|Fill with blanks
|40-118|Employer Name|Enter the employer's name submitting the file. \\Derived from [IDFDV] Field Identifier: ‘W2-ER-NAME’
|119-140|Employer Delivery Address|Enter the employer's delivery address \\Derived from [IDFDV] Field Identifier: ‘W2-ER-DELIV-ADDR’
|141-162|Employer City|Enter the employer's city \\Derived from [IDFDV] Field Identifier: ‘W2-ER-CITY’
|163-164|Employer State FIPS Postal Abbreviation|Enter the employer's postal abbreviation \\Derived from [IDFDV] Field Identifier: ‘W2-ER-STATE’
|165-169|Employer ZIP Code|Enter the employer's ZIP Code \\Derived from [IDFDV] Field Identifier: ‘W2-ER-ZIP’
|170-173|Employer ZIP Code Extension|Enter the employer's ZIP Code extension, if applicable. \\Derived from [IDFDV] Field Identifier: ‘W2-ER-ZIP-EXT’
|174-178|Quarter and Year|Enter the quarter number (1, 2, 3 or 4) and the tax year being reported \\Format should be QYYYY
|179-512|Blank|Fill with blanks
|3-7|Blank|
|8-18|Employer/Agent EIN|System derived the applicable Federal reporting EIN, from [IDGV] or [IDGR]
|19-39|Blank|
|40-118|Employer Name|Derived from [IDFDV] Field Identifier: ‘W2-ER-NAME’
|119-140|Employer Delivery Address|Derived from [IDFDV] Field Identifier: ‘W2-ER-DELIV-ADDR’
|141-162|Employer City|Derived from [IDFDV] Field Identifier: ‘W2-ER-CITY’
|163-164|Employer State FIPS Postal Abbreviation|Derived from [IDFDV] Field Identifier: ‘W2-ER-STATE’
|165-169|Employer ZIP Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-ZIP’
|170-173|Employer ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘W2-ER-ZIP-EXT’
|174-178|Quarter and Year Being Reported\\ \\Format should be QYYYY with Q values of 1,2,3, or 4. and YYYY values being the tax year
|179-512|Blank|
At line 137 changed 15 lines
|3-4|State Code|Enter the appropriate FIPS postal numeric code. New York numeric code is "36" \\Derived from the State being reported, from [IDFDV] sequence 7000
|5-9|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] Field Identifier: ‘W2-EE-FIRST-NAME’
|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’
|73-202 NY|Blank|Fill with blanks
|203-213 NY|State Quarterly Unemployment Insurance Total Wages|Enter the total quarterly wages subject to UI in New York State \\Right justify and zero fill. Include dollars and cents. Omit decimals \\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 this Identifier may already been capped by Symmetry during the US Tax calculation in the [UPCALC] process. Therefore, for employees who exceed the maximum wage base, this Identifier will contain no SUI Insurance wages. [RPYEU] uses 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 report SUI Total Wages.
|214-242|Blank|Fill with blanks
|243-243 NY|Wage Type|Enter 'W' for regular wages or 'O' for other wages (see NYS-50 for more information) \\Applies only to quarterly wages \\Derived from [IDGV] setup (‘Variables’ tab).
|244-275|Blank|Fill with blanks
|276-286|Gross Wages subject to withholding|Enter the total gross wages subject to withholding. \\ Enter Enter the total annual amount for Quarter 4 only \\Enter zeroes for Quarter 1, Quarter 2 and Quarter 3 \\Right justify and zero fill. Include dollars and cents. Omit decimals \\Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’ (seq 7020) plus ‘W2_ST_WAGE_WORK’ (sequence 7030)
|287-297|Total Tax Withheld|Enter the total NYS, NYC, and Yonkers income tax withheld (lump sum). \\Enter the total annual amount for Quarter 4 only \\Enter zeroes for Quarter 1, Quarter 2 and Quarter 3 \\Right justify and zero fill. Include dollars and cents. Omit decimals \\Derived from [IDFDV] Field Identifier: ‘W2-ST-TAX-HOME’ (seq 7040) plus ‘W2_ST_TAX_WORK’ (sequence 7050)
|298-512 NY|Blank|Fill with blanks
|3-4|State Code|Appropriate FIPS postal numeric code|Derived from the State being reported, from [IDFDV] sequence 7000\\ \\e.g. New York numeric code is "36"
|5-9|Blank|
|10-18|Social Security Number|Derived from [IDFDV] Field Identifier: ‘W2-EE-SSN’\\ \\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’
|34-48|Employee Middle Name or Initial|Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’
|49-68|Employee Last Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’
|69-72|Employee Suffix|Derived from [IDFDV] Field Identifier: ‘W2-EE-SUFFIX’
|73-202 NY|Blank|
|203-213|State Quarterly Unemployment Insurance Total Wages|Derived from [IDFDV] Field 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 already been capped by Vertex during the US Tax calculation in [UPCALC] and therefore for employees who exceed the maximum wage base, this Identifier will contain no SUI Insurance wages. [RPYEU] would be using the State Taxable wages from Identifier ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ that are related to the employee Home GEO and Work GEO code to report SUI Total Wages.
|214-242|Blank|
|243-243 NY|Wage Type|Wages type identifier\\ \\‘W’ for regular wages, and ‘O’ for other wages|Derived from [IDGV] setup (‘Variables’ tab).
|244-275|Blank|
|276-286|Gross Wages subject to withholding|Enter zeros for Quarter 1, Quarter 2, and Quarter 3\\ \\Enter Annual Amount for Quarter 4 only|Derived from [IDFDV], Annual Amount, Field Identifier: ‘W2-ST-WAGE-HOME’ (seq 7020) plus ‘W2_ST_WAGE_WORK’ (sequence 7030)
|287-297|Total Tax Withheld|NYS, NYC, and Yonkers income tax withheld (lump sum)\\ \\Enter zeros for Quarter 1, Quarter 2, and Quarter 3\\ \\Enter Annual Amount for Quarter 4 only|Derived from [IDFDV], Annual Amount, Field Identifier: ‘W2-ST-TAX-HOME’ (seq 7040) plus ‘W2_ST_TAX_WORK’ (sequence 7050)
|298-512 NY|Blank|
At line 153 changed one line
;Multiple Code RS records: Multiple code RS records are generated for an employee if there are applicable county, city or school district tax information to be reported for a state. In this case, the state wages and tax will be zero for the subsequent code RS records.
;Multiple Code RS records:Multiple code RS records are generated for an employee if there are applicable county, city or school district tax information to be reported for a state. In this case, the state wages and tax will be zero for the subsequent code RS records.
At line 158 changed one line
|3-9|Number of RS Records|Enter the total number of code "RS" records reported for this employer
|3-9|Number of RS Records|Total number of code "RS" records reported for this employer
At line 164 changed one line
|3-512 NY|Blank|
|3-512 NY|Blank|
This page (revision-36) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop