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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
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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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At line 6 changed one line
This document contains abbreviated set up requirement for the state of Oklahoma 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 Oklahoma only. Please refer to the general document ([Tax Reporting - US General]) for other setup procedures that may also be required.
At line 19 changed 3 lines
*For 2008 reporting, the Oklahoma Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 file format, and the filing of Quarterly UI wages via magnetic media using the NASWA/ICESA format.
*Records required for the W2 reporting are: Codes RA,RE,RW/RO,RS,RT/RU,RF.
*The State of Oklahoma requires to file the OK state file by itself, therefore [IDGV] must be set up as follows:
*The Oklahoma Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 file format, and the filing of Quarterly UI wages via magnetic media using the ICESA format.
*Records required for the W2 reporting are: Codes RA, RE, RW, RO, RS, RT, RV, RU and RF.
*The State of Oklahoma requires to file the OK State file by itself, therefore [IDGV] must be set up as follows:
At line 26 changed 6 lines
[RPYEU] must be run and the following selected to generate Oklahoma state file information:
|Report List Filters, Select State:|Oklahoma, USA
|Parameters, Annual Form Code:|(example: use standard form code 'HL$US-W2-2017')
|Parameters, Period Type:|Year
|Parameters, Period End Date:|Year End Date (i.e. 31-Dec-2016)
|Parameters, Media Format:|Federal File Format
\\
[RPYEU] must be run with the following report parameters and filters defined to generate the Oklahoma State File information: \\ \\
At line 33 changed one line
The Directory and Media File Name parameters must be populated or an output file will not be produced.
__RPYEU Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$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 Federal 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 37 added 3 lines
__RPYEU Report Filters__
|Select State: Oklahoma, USA
At line 46 changed 44 lines
||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)
|62-65|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)
|430-485|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|
[{InsertPage page='W2_EFW2_RECORD_RW'}]
At line 92 changed 11 lines
||Column||Description||Source
|1-2|Record Identifier|Constant ‘RO’
|3-11|Blank|
|12-22|Allocated Tips|Derived from [IDFDV] Field Identifier: ‘W2-ALLOC-TIP’ (seq 3070)
|23-33|Uncollected Employee Tax on Tips|The combination of the uncollected social security tax and the uncollected medicare tax\\ \\Derived from [IDFDV] Field Identifier: ‘W2-CODE-A’ + Field Identifier: ‘W2-CODE-B’ (seq 4010)
|34-44|Medical Savings Account|Derived from [IDFDV] Field Identifier: ‘W2-CODE-R’ (seq 4150)
|45-55|Simple Retirement Account|Derived from [IDFDV] Field Identifier: ‘W2-CODE-S’ (seq 4160)
|56-66|Qualified Adoption Expenses|Derived from [IDFDV] Field Identifier: ‘W2-CODE-T’ (seq 4170)
|67-77|Uncollected SSA tax on Group Ins > 50000|Derived from [IDFDV] Field Identifier:‘W2-CODE-M’ (seq 4110)
|78-88|Uncollected Medicare tax on Group Ins > 50000|Derived from [IDFDV] Field Identifier:‘W2-CODE-N’ (seq 4120)
|89-264|Blank|
[{InsertPage page='W2_EFW2_RECORD_RO'}]
At line 104 removed 12 lines
;Location 265 to 362:For Puerto Rico employees only
||Column||Description||Source
|265|Civil Status|
|266-274|Spouse’s SSN|Blank
|275-285|Wages Subject to Puerto Rico Tax|Stored as zeroes
|286-296|Commissions Subject to Puerto Rico Tax|Stored as zeroes
|297-307|Allowances Subject to Puerto Rico Tax|Stored as zeroes
|308-318|Tips Subject to Puerto Rico Tax|Stored as zeroes
|319-329|Total Wages, commissions, tips, and allowances subject to Puerto Rico Tax|Stored as zeroes
|330-340|Puerto Rico Tax Withheld|Stored as zeroes
|341-351|Retirement Fund Subject to Puerto Rico Tax|Stored as zeroes
|352-362|Blank|
At line 117 changed one line
;Location 363 to 384:For Virgin Islands, American Samoa, Guam, or Northern Mariana Islands employees
!Record Name: Code RS - State Record (Specific to the State of Oklahoma only)
At line 119 removed 6 lines
|363-373|Total wages, tips and other compensation subject to Virgin Islands income tax\\ \\Stored as zeroes|
|374-384|Virgin Islands, etc… Income Tax Withheld|Stored as zeroes
|385-512|Blank|
!Record Name: Code RS - State Record
||Column||Description||Source
At line 126 changed 40 lines
|3-4|State code, appropriate FIPS postal numeric code|Derived from the State being reported, from [IDFDV] sequence 7000\\\ \\e.g. Georgia numeric code is “13”
|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)
|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 been capped by Vertex during the US Tax calculation in [UPCALC] Therefore, for employees who exceed the maximum wage base, this identifier will contain no SUI Insurance wages. The [RPYEU] will use 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|Derived from State Quarterly Unemployment Insurance Total Wages and the SUI Maximum wage base as defined by the State government\\ \\Please read document [PR_US_QTR_MMREF_Generic.doc] 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 the Pay Issue date that 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. Connecticut is code "09"
|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’
|298-307|Other State Data, to be defined by each State\\ \\State: California|
|298-302|State data SUI Tax|Derived from [IDFDV] Field Identifier: ‘W2-SUI-TAX-ER’ (seq 7230)
|303-307|State data SDI Tax|Derived from [IDFDV] Field Identifier: ‘W2-SDI-TAX-EE’ (seq 7240)
|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|IDGV#VariablesTab] tab:\\- '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|
|3-4|State code|Required. Enter the appropriate FIPS postal numeric code. Oklahoma numeric code is “40” \\Derived from the State being reported, from [IDFDV] sequence 7000
|5-9|Taxing Entity Code|Defined by State/local agency \\Derived from [IDGV] 'W2 TAXING ENTITY' field for the County, City or School district tax being reported
|10-18|Social Security Number|Enter the employee's SSN.\\If an invalid SSN is encountered, this field is entered with zeroes. \\Derived from [IDFDV] W2-EE-SSN 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|Suffix|If applicable, enter the employee's alphabetic suffix. Example: SR, JR. \\Left justify and fill with blanks. Otherwise, fill with blanks.
|73-94|Employee Location Address|Enter the employee’s location address (Attention, Suite, Room Number, etc.).\\Left justify and fill with blanks \\Derived from [IDFDV] Field Identifier: ‘W2-EE-LOCN-ADDR’ (seq 2600)
|95-116|Employee Delivery Address|Enter the employee’s delivery address\\Left justify and fill with blanks \\Derived from [IDFDV] Field Identifier: ‘W2-EE-DELIV-ADDR’ (seq 2610)
|117-138|Employee City|Enter the employee’s city \\Left justify and fill with blanks \\Derived from [IDFDV] Field Identifier: ‘W2-EE-CITY’ (seq 2620)
|139-140|Employee State Abbreviation|Enter the employee’s State \\Left justify and fill with blanks \\Derived from [IDFDV] Field Identifier: ‘W2-EE-STATE’ (seq 2630)
|141-145|Employee ZIP Code|Enter the employee’s zip code\\Left justify and fill with blanks \\Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP’ (seq 2640)
|146-149|Employee ZIP Code Extension|If applicable, enter the four digit extension of ZIP code. \\Derived from IDFDV] Field Identifier: ‘W2-EE-ZIP-EXT’ (seq 2650)
|150-154|Blank|Fill with blanks. Reserved for SSA use
|155-177|Employee Foreign State/Province|Enter the employee's foreign State/Province, if applicable. \\Left justify and fill with blanks. Otherwise, fill with blanks.\\Derived from [IDFDV] Field Identifier: ‘W2-EE-F-STATE’
|178-192|Employee Foreign Postal Code|Enter the employee's foreign postal code, if applicable. Left \\justify and fill with blanks. Otherwise, fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-F-POSTAL’
|193-194|Employee Country Code|If one of the following applies, fill with blanks: \\ \\* One of the 50 States of the U.S.A. \\* District of Columbia \\* Military Post Office (MPO) \\* American Samoa \\* Guam \\* Northern Mariana Islands \\* Puerto Rico \\* Virgin Islands \\ Otherwise, enter the applicable Country Code. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-COUNTRY’
|195-247|Blank|Fill with blanks. Reserved for SSA use
|248-267|State Employer Account Number|Applies to unemployment reporting
|268-273|Blank|Fill with blanks. Reserved for SSA use
|274-275|State code|Enter the appropriate FIPS postal numeric code. Oklahoma numeric code is “40” \\Derived from the State being reported
|276-286|State Taxable Wages|Right justify and zero fill. \\ Derived from the ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ [IDFDV] Field Identifiers. \\Applies to income tax reporting.
|287-297|State Income Tax Withheld|Right justify and zero fill. \\Derived from the ‘W2-ST-TAX-HOME’ and ‘W2-ST-TAX-WORK’ [IDFDV] Field Identifiers. \\Applies to income tax reporting.
|298-307|Other State Data|To be defined by each State. \\Applies to income tax reporting.
|308|Tax Type Code|Enter the appropriate code for entries in fields 309-330: \\* C = City Income Tax \\* D = County Income Tax \\* E = School District Income Tax \\* F = Other Income Tax. \\ Applies to income tax reporting.
|309-319|Local Taxable Wages|To be defined by State/local agency. \\ Applies to income tax reporting.
|320-330|Local Income Tax Withheld|To be defined by State/local agency. \\ Applies to income tax reporting.
|331-337|State Control Number|Optional. \\ Applies to income tax reporting.
|338-352|Oklahoma Withholding (WTH) Account Number|Required. Enter the Oklahoma Withholding (WTH) Account Number \\Leave blank if reporting for a State other than Oklahoma
|353-412|Supplemental Data 1|To be defined by user
|413-487|Supplemental Data 2|To be defined by user
|488-512|Blank|Fill with blanks. Reserved for SSA use
At line 93 added one line
At line 168 changed 26 lines
||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
|280-309|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|
[{InsertPage page='W2_EFW2_RECORD_RT'}]
At line 98 added 3 lines
[{InsertPage page='W2_EFW2_RECORD_RU'}]
!Record Name: Code RV - Final Record (Specific to the State of Oklahoma only)
At line 197 changed 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|
|1-2|Record Identifier|Constant "RV"
|3-4|State Code|Required. Enter the appropriate FIPS postal numeric code. Oklahoma numeric code is “40” \\Derived from the State being reported, from [IDFDV] sequence 7000
|5-11|Number of RS Records|Required. Enter the total number of RS records
|12-20|Employer/Agent|Required. Enter the name associated with the State ID. \\Left justify and fill with blanks
|21-41|Blank|Fill with blanks
|42-56|State Taxable Wages|Enter the total State taxable wages
|57-71|State Income Tax Withheld|Enter the total State income tax withheld
|72-86|Local Taxable Wages|Enter the total Local taxable wages
|87-101|Local Income Tax Withheld|Enter the total Local income tax withheld
|102-512|Blank|Fill with blanks
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||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|
[{InsertPage page='W2_EFW2_RECORD_RF'}]
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!State Quarterly UI Wage Reporting - NASWA/ICESA File Format
[RPYEU] must be run and the following selected to generate Oklahoma state UI Wage file information:
|Media Format:|State SUI File Format
|Select State:|Oklahoma, USA
* The state of Oklahoma must be selected in the 'Report List Filters'.
*Annual Form Code - Use the standard supplied form code HL$US-W2-2017. The Variables need to be entered in this form code for specific use in the installation.
*The 'Quarterly Form Code' must be entered in order to produce the UI wage file in [ICESA] format.
*Use the supplied form code 'HL$US-QTR-2012'. The Variables need to be entered in this form code for specific use in the installation.
*Period Type:Quarter
*Period End Date:Enter the quarter end date, i.e. 30-Jun-2016
*Media File Type:State SUI File Format\\ \\
*If the Directory Name/Media File Name is not supplied, an output file will not be produced.
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*To produce a SUI file format in the [NASWA]/[ICESA] file format, the Quarterly Form code must be entered. The required records are code 'E', 'S', and 'T'. (Note, the optional code 'P' record is not supported.)
!State Quarterly UI Wage Reporting - ICESA File Format
The required records are code E, S and T. (Note: The optional code 'P' record is not supported.) \\ \\
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[RPYEU] must be run with the following report parameters and filters defined to generate the Oklahoma State UI Wage file information: \\ \\
__RPYEU Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$US-W2-20YY'. The Variables need to be entered in this form code for specific use in the installation.
|Quarterly Form Code|Required. Use standard form code, such as 'HL$US-QTR-20YY'. \\Must be entered to generate the UI wage file in the [ICESA] format.
|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
__RPYEU Report Filters__
|Select State: Oklahoma, USA
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|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|
|2-5|Payment Year|Enter the year the report is being prepared for
|6-14|Federal EIN|Enter the Employer's Federal EIN \\Numeric values only \\Derived from [IDFDV] Field Identifier: ‘SUB-ER-EIN’
|15-23|Blank|Fill with blanks
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|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)
|74-159 OK|Not Required|Fill with blanks
|160-160|Type of Employment|Enter: ‘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 fill with blanks \\Derived from [IDFDV] Field Identifier: ‘ESTABLISHMENT NUMBER’ (seq 3030)
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|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
|171-172|State Identifier Code|Enter the state FIPS postal numeric code for the State the wages are being reported for \\State of Oklahoma is '40’
|173-187|State Unemployment Insurance Account Number|Enter the state UI employer account number \\Derived from the IDGV State SUI Registration
|188-189|Reporting Period|Enter the last month of the reporting periodm such as 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|Fill with blanks
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|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
|2-10|Social Security Number|Enter the employee’s social security number. If not known, enter ‘I’ in position 2 and blanks in positions 3-10. \\Enter the employee's SSN.\\If an invalid SSN is encountered, this field is entered with zeroes. \\Derived from [IDFDV] W2-EE-SSN Field Identifier
|11-30|Employee Last Name|Enter the employee's last name. Left justify and fill with blanks.\\Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’
|31-42|Employee First Name|Enter the employee's first name. Left justify and fill with blanks.\\Derived from [IDFDV] W2-EE-FIRST-NAME Field Identifier
|43-43|Employee Middle 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’
|44-45|State Code|Enter the State FIPS postal numeric code for the State wages are being reported. The Numeric Code for Oklahoma is ‘40’
|46-63 OK|Blank|Fill with blanks
|64-77 OK|State QTR Unemployment Insurance Total Wages|Enter the State quarterly Unemployment Insurance Total Wages \\Omit decimals. \\Right justify and zero fill. \\Applies to unemployment reporting
|78-91 OK|Not Required|Fill with blanks
|92-105 OK|State QTR Unemployment Insurance Taxable Wages|Enter the State quarterly wages subject to unemployment taxes. \\Omit decimals. \\Right justify and zero fill. \\Applies to unemployment reporting
|106-142 OK|Not Required|Fill with blanks
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|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 blank
|147-161 OK|State Unemployment Insurance Account Number|Enter the 9 digit Oklahoma account number. \\Omit hyphens \\Derived from the SUI Registration Number on IDGV
|162-214 OK|Not required|Fill with blanks
|215-220|Reporting Period (Month/Year)|Enter the last month and year of the quarter this report applies to. Example: 0620YY for 2nd quarter of 20YY
|221-275 OK|Not required|Fill with blanks
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|2-8|Number of employees (S Records) since the last E record|
|2-8|Number of employees|Enter the total number of employees (S Records) since the last E record
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|13-26|Not Required|
|13-26|Not Required|Fill with blanks
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|41-54|Blank|
|41-54|Blank|Fill with blanks
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|69-81|Blank|
|69-81|Blank|Fill with blanks
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|101-226|Blank|
|227-233|Total Employees with Taxable Wages That Were Paid During the Pay Period in Which the 12th of the 1st Month in the Quarter Falls|
|234-240|Total Employees with Taxable Wages That Were Paid During the Pay Period in Which the 12th of the 2nd Month in the Quarter Falls|
|241-247|Total Employees with Taxable Wages That Were Paid During the Pay Period in Which the 12th of the 3rd Month in the Quarter Falls|
|248-275|Blank|
|101-226|Blank|Fill with blanks
|227-233|Total Employees with Taxable Wages|Enter number of covered employees who worked or received pay for the pay period including the 12th day of the 1st month of the reporting period.
|234-240|Total Employees with Taxable Wages|Enter number of covered employees who worked or received pay for the pay period including the 12th day of the 2nd month of the reporting period.
|241-247|Total Employees with Taxable Wages| Enter number of covered employees who worked or received pay for the pay period including the 12th day of the 3rd month of the reporting period.
|248-275|Blank|Fill with blanks
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This page (revision-33) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop