This page (revision-33) 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
33 26-Nov-2021 10:22 15 KB Meg McFarland to previous
32 26-Nov-2021 10:22 14 KB Meg McFarland to previous | to last
31 26-Nov-2021 10:22 14 KB Meg McFarland to previous | to last
30 26-Nov-2021 10:22 25 KB lurtan to previous | to last
29 26-Nov-2021 10:22 26 KB kparrott to previous | to last
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27 26-Nov-2021 10:22 31 KB eyeung to previous | to last
26 26-Nov-2021 10:22 31 KB kparrott to previous | to last US_Annual_Qtrly_Reporting_GEN ==> Tax Reporting - US General
25 26-Nov-2021 10:22 31 KB jmyers to previous | to last
24 26-Nov-2021 10:22 31 KB jmyers to previous | to last
23 26-Nov-2021 10:22 32 KB jmyers to previous | to last
22 26-Nov-2021 10:22 32 KB jmyers to previous | to last
21 26-Nov-2021 10:22 32 KB jmyers to previous | to last

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Tax Reporting - OK
Tax Reporting - OK

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Difference between version and

At line 234 added 24 lines
|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|Military Employee’s Basic Quarters and Combat Pay|Derived from [IDFDV] Field Identifier: ‘W2-CODE-Q’, total of all code ‘RW’ records since last ‘RE’ record
|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
|280-309|Blank|
|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 235 removed 49 lines
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 - Military Employee’s Basic Quarters and Combat Pay
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-Q’, total of all code ‘RW’ records since last ‘RE’ record
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 fo 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
280-309|Blank|
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 261 added 20 lines
|1-2|Record Identifier|Constant "RU"
|3-9|Number of RO Records\\ \\Total number of code "RO" records reported since last code "RE" record|
|10-24|Allocated Tips|Derived from [IDFDV] Field Identifier: ‘W2-ALLOC-TIP’, total of all code "RO" records since last "RE" record
|25-39|Uncollected Employee Tax on Tips|Derived from [IDFDV] Field Identifier: ‘W2-CODE-A’ and ‘W2-CODE-B’, total of all code "RO" records since last "RE" record
|40-54|Medical Savings Account|Derived from [IDFDV] Field Identifier: ‘W2-CODE-R’, total of all code "RO" records since last "RE" record
|55-69|Simple Retirement Account|Derived from [IDFDV] Field Identifier:‘W2-CODE-S’, total of all code "RO" records since last "RE" record
|70-84|Qualified Adoption Expenses|Derived from [IDFDV] Field Identifier: ‘W2-CODE-T’, total of all code "RO" records since last "RE" record
|85-99|Uncollected SSA tax on Group Ins > 50000|Derived from [IDFDV] Field Identifier: ‘W2-CODE-M’, total of all code "RO" records since last "RE" record
|100-114|Uncollected Medicare tax on Group Ins > 50000|Derived from [IDFDV] Field Identifier: ‘W2-CODE-N’, total of all code "RO" records since last "RE" record
|115-354|Blank|
|355-369|Wages Subject to Puerto Rico Tax\\ \\Stored as zeroes|
|370-384|Commissions Subject to Puerto Rico Tax\\ \\Stored as zeroes|
|385-399|Allowances Subject to Puerto Rico Tax\\ \\Stored as zeroes|
|400-414|Tips Subject to Puerto Rico Tax\\ \\Stored as zeroes|
|415-429|Total Wages, commissions, tips, and allowances subject to Puerto Rico Tax\\ \\Stored as zeroes|
|430-444|Puerto Rico Tax Withheld\\ \\Stored as zeroes|
|445-459|Retirement Fund Subject to Puerto Rico Tax\\ \\Stored as zeroes|
|460-474|Total wages, tips and other compensation subject to Virgin Islands income tax\\ \\Stored as zeroes|
|475-489|Virgin Islands, or Guam, or American Samoa, or Northern Mariana Islands Income Tax Withheld\\ \\Stored as zeroes|
|490-512|Blank|
At line 287 removed 41 lines
1-2 - Record Identifier
- Constant "RU"
3-9 - Number of RO Records
- Total number of code "RO" records reported since last code "RE" record
10-24 - Allocated Tips|Derived from [IDFDV] Field Identifier: ‘W2-ALLOC-TIP’, total of all code "RO" records since last "RE" record
25-39 - Uncollected Employee Tax on Tips|Derived from [IDFDV] Field Identifier: ‘W2-CODE-A’ and ‘W2-CODE-B’, total of all code "RO" records since last "RE" record
40-54 - Medical Savings Account|Derived from [IDFDV] Field Identifier: ‘W2-CODE-R’, total of all code "RO" records since last "RE" record
55-69 - Simple Retirement Account|Derived from [IDFDV] Field Identifier:‘W2-CODE-S’, total of all code "RO" records since last "RE" record
70-84 - Qualified Adoption Expenses|Derived from [IDFDV] Field Identifier: ‘W2-CODE-T’, total of all code "RO" records since last "RE" record
85-99 - Uncollected SSA tax on Group Ins > 50000|Derived from [IDFDV] Field Identifier: ‘W2-CODE-M’, total of all code "RO" records since last "RE" record
100-114 - Uncollected Medicare tax on Group Ins > 50000|Derived from [IDFDV] Field Identifier: ‘W2-CODE-N’, total of all code "RO" records since last "RE" record
115-354|Blank|
355-369 - Wages Subject to Puerto Rico Tax\\ \\Stored as zeroes|
370-384 - Commissions Subject to Puerto Rico Tax\\ \\Stored as zeroes|
385-399 - Allowances Subject to Puerto Rico Tax\\ \\Stored as zeroes|
400-414 - Tips Subject to Puerto Rico Tax\\ \\Stored as zeroes|
415-429 - Total Wages, commissions, tips, and allowances subject to Puerto Rico Tax\\ \\Stored as zeroes|
430-444 - Puerto Rico Tax Withheld\\ \\Stored as zeroes|
445-459 - Retirement Fund Subject to Puerto Rico Tax\\ \\Stored as zeroes|
460-474 - Total wages, tips and other compensation subject to Virgin Islands income tax\\ \\Stored as zeroes|
475-489 - Virgin Islands, or Guam, or American Samoa, or Northern Mariana Islands Income Tax Withheld\\ \\Stored as zeroes|
490-512|Blank|
At line 284 added 4 lines
|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 331 removed 10 lines
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 306 added 15 lines
|1-1|Record Identifier|Constant ‘E’
|2-5|Payment Year\\ \\The year for which the report is being prepared|
|6-14|Federal EIN\\ \\Enter only numeric characters of the Federal EIN|
|15-23|Blank|
|24-73|Employer Name\\ \\Enter the first 50 positions of the employer’s name exactly as registered with the state UI agency|Derived from the Entity
|74-159 OK|Not Required\\ \\Enter blanks|
|160-160|Type of Employment\\ \\‘A’ (Agriculture), ‘F’ (Federal), ‘H’ (Household), ‘M’ (Military), ‘Q’ (Medicare Qualified Government Employees), ‘R’ (Regular, all other), or ‘X’ (Railroad)|Derived from [IDFDV] Field Identifier: ‘TYPE OF EMPLOYMENT’ (seq 3020)
|161-162|Blocking Factor\\ \\Enter blocking factor of the file, not to exceed 85. Enter blanks for diskette|Derived from [IDFDV] Field Identifier: ‘BLOCKING FACTOR’ (seq 3050)
|163-166|Establishment Number or Coverage Group/PRU\\ \\Enter either the establishment number of the coverage group/PRU, or blank|Derived from [IDFDV] Field Identifier: ‘ESTABLISHMENT NUMBER’ (seq 3030)
|167-170|Taxing Entity Code|Constant ‘UTAX’
|171-172|State Identifier Code\\ \\Enter the state FIPS postal numeric code for the state to which wages are being reported\\ \\Enter ‘40’ for the state of Oklahoma|
|173-187|State Unemployment Insurance Account Number\\ \\Enter state UI employer account number|Derived from the IDGV State SUI Registration
|188-189|Reporting Period\\ \\‘03’, ‘06’, ‘09’, or ‘12’|
|190-190|No Workers/No Wages\\ \\Enter ‘0’ to indicate that the ‘E’ record will not be followed by the ‘S’ record\\ \\Enter ‘1’ to indicate otherwise|
|191-275 OK|Not Required\\ \\Enter blanks|
At line 359 removed 48 lines
1-1 - Record Identifier.
- Constant ‘E’.
2-5 - Payment Year.
- Enter the year for which the report is being prepared
6-14 - Federal EIN
- Enter only numeric characters of the Federal EIN
15-23|Blank|
24-73 - Employer Name.
- Enter the first 50 positions of the employer’s name exactly as registered with the state UI agency
- Derived from the Entity
74-159 OK - Not Required.
- enter blanks.
160-160 - Type of Employment.
- ‘A’ (Agriculture), ‘F’ (Federal), ‘H’ (Household), ‘M’ (Military),
‘Q’ (Medicare Qualified Government Employees), ‘R’ (Regular, all other), or ‘X’ (Railroad)|Derived from [IDFDV] Field Identifier: ‘TYPE OF EMPLOYMENT’ (seq 3020)
161-162 - Blocking Factor.
- Enter blocking factor of the file, not to exceed 85. Enter blanks for diskette.|Derived from [IDFDV] Field Identifier: ‘BLOCKING FACTOR’ (seq 3050)
163-166 - Establishment Number or Coverage Group/PRU.
- Enter either the establishment number of the coverage group/PRU, or blank|Derived from [IDFDV] Field Identifier: ‘ESTABLISHMENT NUMBER’ (seq 3030)
167-170 - Taxing Entity Code.
- Constant ‘UTAX’
171-172 - State Identifier Code.
- Enter the state FIPS postal numeric code for the state to which wages are being reported.
- Enter ‘40’ for the state of Oklahoma.
173-187 - State Unemployment Insurance Account Number.
- Enter state UI employer account number.
- Derived from the IDGV State SUI Registration
188-189 - Reporting Period.
- ‘03’, ‘06’, ‘09’, or ‘12’.
190-190 - No Workers/No Wages.
- Enter ‘0’ to indicate that the ‘E’ record will not be followed by the ‘S’ record. Enter ‘1’ to indicate otherwise.
191-275 OK - Not Required.
- enter blanks.
At line 324 added 16 lines
|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\\ \\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\\ \\The Numeric Code for Oklahoma is ‘40’|
|46-63 OK|Blank|
|64-77 OK|State QTR Unemployment Insurance Total Wages\\ \\Enter total quarterly wages, omit decimal|
|78-91 OK|Not Required\\ \\Enter blanks|
|92-105 OK|State QTR Unemployment Insurance Taxable Wages\\ \\Enter quarterly wages subject to unemployment taxes, omit decimal|
|106-142 OK|Not Required\\ \\Enter blanks|
|143-146 OK|Constant ‘UTAX’|
|147-161 OK|State Unemployment Insurance Account Number\\ \\Enter the 9 digit Oklahoma account number, omit hyphen|SUI Registration Number from IDGV
|162-214 OK|Not required\\ \\Enter blanks|
|215-220|Reporting Period (Month/Year)\\ \\Enter the Last Month End Date of the Quarter for which this report applies (i.e. 062008 for 2nd quarter of 2008)|
|221-275 OK|Not required\\ \\Enter blanks|
At line 410 removed 44 lines
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
- The Numeric Code for Oklahoma is ‘40’.
46-63 OK|Blank|
64-77 OK - State QTR Unemployment Insurance Total Wages.
- Enter total quarterly wages, omit decimal.
78-91 OK - Not Required\\ \\Enter blanks|
92-105 OK - State QTR Unemployment Insurance Taxable Wages.
- Enter quarterly wages subject to unemployment taxes, omit decimal.
106-142 OK - Not Required\\ \\Enter blanks|
143-146 OK - Constant ‘UTAX’.
147-161 OK - State Unemployment Insurance Account Number.
- Enter the 9 digit Oklahoma account number, omit hyphen.
- SUI Registration Number from IDGV
162-214 OK - Not required\\ \\Enter blanks|
215-220 - Reporting Period (Month./Year)
- Enter the Last Month End Date of the Quarter for which this report applies (i.e. 062008 for 2nd quarter of 2008).
221-275 OK - Not required\\ \\Enter blanks|
At line 455 changed 26 lines
Column Description
1-1 - Record Identifier
- Constant "T"
2-8 - Number of employees (S Records) since the last E Record
9 -12 - ‘UTAX’
13-26 - Not Required
27-40 - State QTR UI Total Wages for Employer
41-54|Blank|
55-68 - State QTR UI Taxable Wages for Employer
69-81|Blank|
82-87 - UI Tax Rate for the Quarter
- Derived from the State SUI Employer SUI Rate (IDGV)
- (Decimal followed by 5 digits i.e. enter 2.8% as .02800)
88-100 - State Qtr UI Taxes Due
From the Identifier (TAXES DUE)
||Column||Description||Source
|1-1|Record Identifier|Constant "T"
|2-8|Number of employees (S Records) since the last E Record
|9-12|‘UTAX’|
|13-26|Not Required|
|27-40|State QTR UI Total Wages for Employer|
|41-54|Blank|
|55-68|State QTR UI Taxable Wages for Employer|
|69-81|Blank|
|82-87|UI Tax Rate for the Quarter|Derived from the State SUI Employer SUI Rate ([IDGV])\\ \\(Decimal followed by 5 digits i.e. enter 2.8% as .02800)
|88-100|State Qtr UI Taxes Due|From the Identifier (TAXES DUE)
This page (revision-33) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop