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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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Tax Reporting - NY
Tax Reporting - NY

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At line 5 changed one line
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.
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.
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*‘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,RF;
*Records required for both the W2 and UI reporting are: Codes RA, RE, RS, RU and RF
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!!Annual W2 Magnetic Media Wage Reporting – EFW2 Format
!RPYEU
[RPYEU] must be run and the following selected to generate New York state file information:
!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: \\ \\
At line 27 changed 2 lines
__Report Parameters__
__RPYEU Report Parameters__
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|Period Type|Year
|Period End Date|Year End Date, such as 31-Dec-YYYY
|Media Format|State File Format
|Directory Name|__Must be defined or an output file will not be generated__
|Media File Name|__Must be defined or an output file will not be generated__
|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
At line 36 changed 3 lines
\\
__Report Filters__
|Select State|New York, USA
__RPYEU Report Filters__
|Select State: New York, USA
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!!State Media Magnetic Media Reporting - EFW2 File Format
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\\
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!Code RW - Employee Wage Record (Same as the Federal Code RW)
[{InsertPage page='W2_EFW2_RECORD_RW'}]
\\
!!State Media Magnetic Media Reporting - SSA EFW2 File Format for Annual and Quarterly Reporting
!Record Name: Code RS - State Wage Record
!Record Name: Code RS - State Wage Record (Specific to New York State Only)
At line 55 changed 17 lines
|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)
|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
At line 73 changed 25 lines
;Location 195 to 267: Applicable to Quarterly Unemployment Reporting
||Column||Description||Source
|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-2016’, then reporting period is ‘122016’
|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|
;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 65 added one line
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!Code RF - Final Record (Same as the Federal Code RF)
[{InsertPage page='W2_EFW2_RECORD_RF'}]
!Code RU - Total Record (Specific to New York State Only)
||Column||Description||Source
|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
At line 76 added 5 lines
!Code RF - Final Record (Specific to New York State Only)
||Column||Description||Source
|1-2|Record Identifier|Constant "RF" \\ This record is only included to indicate end of file
|3-512 NY|Blank|Fill with blanks
\\
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!RPYEU
[RPYEU] must be run and the following selected to generate New York state file information:
[RPYEU] must be run with the following report parameters and filters selected to generate the New York State file information: \\ \\
At line 112 changed 5 lines
|Annual Form Code|Use the standard supplied form code HL$US-W2-20YY. The ‘Variables’ will need to be entered in this Form Code specifically in the installation.
|Period Type|Quarter
|Period End Date|Enter the quarter end date. Example: DD-MMM-YYYY
|Select State|New York, USA
|Media File Type|State SUI File Format. __If the Directory Name/Media File Name is not supplied, an output file will not be produced.__
__RPYEU Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$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
At line 93 added 2 lines
__RPYEU Report Filters__
|Select State: New York, USA
At line 119 removed 2 lines
%%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.%%
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%%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.%%
At line 125 changed 17 lines
|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’
|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’
At line 121 added one line
At line 146 changed 11 lines
|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|
|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
At line 161 changed 15 lines
|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|
|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 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|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 zeroes for Quarter 1, Quarter 2 and Quarter 3 \\Enter the total annual amount for Quarter 4 only \\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 zeroes for Quarter 1, Quarter 2 and Quarter 3 \\Enter Enter the total annual amount for Quarter 4 only \\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
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;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.
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|3-9|Number of RS Records|Total number of code "RS" records reported for this employer
|3-9|Number of RS Records|Enter the total number of code "RS" records reported for this employer
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|3-512 NY|Blank|
|3-512 NY|Blank|
This page (revision-36) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop