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

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Version Date Modified Size Author Changes ... Change note
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14 26-Nov-2021 10:22 16 KB kparrott to previous | to last US_Annual_Qtrly_Reporting_GEN ==> Tax Reporting - US General
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Tax Reporting - TX
Tax Reporting - TX

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At line 3 changed one line
!!!North Dakota Annual and Quarterly Reporting
!!!Texas Annual and Quarterly Reporting
At line 5 changed 2 lines
!!What's New for Tax Year 2011
There are no noted file format changes in wage reporting for tax year 2011.
!!What's New for W2 Wage Reporting for Tax Year 2011
Texas does not have state personal income tax.
*There is no Quarterly Wage Reporting File Format changes
At line 9 changed one line
This document contains abbreviated set up requirement for the state of North Dakota only, please refer to the general document ([US_Annual_Qtrly_Reporting_GEN]) for other setup procedure that may also be required.
This document contains abbreviated set up requirement for the state of Texas only, please refer to the general document ([US_Annual_Qtrly_Reporting_GEN]) for other setup procedure that may also be required.
At line 17 added 4 lines
At line 61 removed 11 lines
WHAT’S NEW FOR W2 WAGE REPORTING FOR TAX YEAR 2011
Texas does not have state personal income tax.
There is no Quarterly Wage Reporting File Format changes
SET UP
- This document contains abbreviated set up requirement for the specific state only, please refer to the general document (US_Annual_Qtrly_Reporting_GEN) for other setup procedure that may also be required.
At line 141 removed one line
Column Description
At line 143 removed 2 lines
1-1 - Record Identifier.
- Constant ‘A’.
At line 146 removed 421 lines
2-5 - Payment Year.
- Enter year for which this report is being prepared
- From user specified FROM-TO period converted to YYYY
6-14 - Transmitter’s Federal EIN
- Enter only numeric characters; omit hyphens, prefixes and suffixes
- Derived from IDFDV screen, Field Identifier: ‘TRAN EIN’
15-18 - Taxing Entity Code.
- Constant ‘UTAX’
19-23 - Blanks.
24-73 - Transmitter Name.
- Enter the transmitter name of the organization submitting the file
- Derived from IDFDV screen, Field Identifier: ‘TRAN NAME’
74-113 - Transmitter Street Address.
- Enter the street address of the organization submitting the file
- Derived from IDFDV screen, Field Identifier: ‘TRAN ADDRESS’
114-138 - Transmitter City.
- Enter the city of the organization submitting the file
- Derived from IDFDV screen, Field Identifier: ‘TRAN CITY’
139-140 - Transmitter State.
- Enter the standard two character FIPS postal abbreviation.
- Derived from IDFDV screen, Field Identifier: ‘TRAN STATE’
141-153 - Blanks.
154-158 - Transmitter ZIP Code.
- Enter a valid ZIP code
- Derived from IDFDV screen, Field Identifier: ‘TRAN ZIP CODE’
159-163 - Transmitter ZIP Code extension.
- Use this field as necessary for the four digit extension of ZIP code. Include hypen in position 159
- Derived from IDFDV screen, Field Identifier: ‘TRAN ZIP EXTN’ (include ‘-‘ in position 159)
164-193 - Transmitter Contact.
- Title of individual from transmitter organization responsible for the accuracy of the wage report
- Derived from IDFDV screen, Field Identifier: ‘TRAN CONTACT’
194-203 - Transmitter Contact Telephone Number
- Telephone number at which the transmitter contact can be telephoned
- Derived from IDFDV screen, Field Identifier: ‘TRAN CONTACT PHONE’
204-207 - Telephone Extension/Box.
- Enter transmitter telephone extension or message box
- Derived from IDFDV screen, Field Identifier: ‘TRAN CONTACT EXTN’
208-213 TX - Media Transmitter/Authorization Number.
- Not Required
214-214 TX - C-3 Data Indicator.
- Constant ‘Y’
215-219 TX - Suffix Code.
- Blanks
220-220 TX - Allocation List Indicator.
- Enter ‘Y’ if Allocation List is reported on this tape, otherwise leave blank.
- contain blanks, Allocation List is not supported
221-229 TX - Service Agent ID.
- If reporting an Allocation List, enter 9-digit Service Agent ID, otherwise leave blank.
- contain blanks, Allocation List is not supported
230-242 TX - Total Remittance Amount.
- If reporting an Allocation List, enter total amount of EFT or check, otherwise leave blank.
- contain blanks, Allocation List is not supported
243-250 - Media Creation Date.
- Enter date in MMDDYYYY format
- Derived from the System Date
251-275 - Blanks
Record name: Code B - Authorization Record
Column Description
1-1 - Record Identifier.
- Constant ‘B’
2-5 - Payment Year.
- Enter the year for which this report is being prepared
6-14 - Transmitter’s Federal EIN.
- Enter only numeric characters
- BASIC EIN
15-22 - Computer.
- Enter the manufacturer’s name
- Derived from IDFDV screen, Field Identifier: ‘BASIC COMPUTER’
23-24 - Internal Label.
- ‘SL’, ‘NS’, ‘NL’, ‘AL’, or blank for diskette
- Derived from IDFDV screen, Field Identifier: ‘BASIC INTERNAL LABEL’ (seq 2100, first 2 characters)
25-25 - Blank.
26-27 - Density.
- ‘16’, ‘62’, ‘38’, or blank for diskette
28-30 - Recording Code (Character Set).
- “EBC’, or ‘ASC’. Always ‘ASC’ for diskette
31-32 - Number of Tracks.
- ‘09’, or ‘18’, or blanks for diskette
33-34 - Blocking Factor.
- Enter the blocking factor of the file, not to exceed 85. Enter blanks for diskette
35-38 - Taxing Entity Code.
- Constant ‘UTAX’
39-146 - Blanks.
147-190 - Organization Name.
- The name of the organization to which the media should be returned
- Derived from IDFDV screen, Field Identifier: ‘BASIC NAME’
191-225 - Street Address.
- The street address of the organization to which the media should be returned.
- Derived from IDFDV screen, Field Identifier: ‘BASIC ADDRESS’
226-245 - City.
- The city of the organization to which the media should be returned
- Derived from IDFDV screen, Field Identifier: ‘BASIC CITY’
246-247 - State.
- Enter the standard two character FIPS postal abbreviation
- Derived from IDFDV screen, Field Identifier: ‘BASIC STATE’
248-252 - Blanks.
253-257 - ZIP Code.
- Enter a valid ZIP code
- Derived from IDFDV screen, Field Identifier: ‘BASIC ZIP CODE’
258-262 - ZIP Code extension.
- Enter four digit extension of ZIP code, including the hypen in position 258.
- Derived from IDFDV screen, Field Identifier: ‘BASIC ZIP EXTN’
263-275 - Blanks
Record name: Code E - Employer Record
Column Description
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
- Derived from the IDGV State SUI Registration
15-23 - Blanks.
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
74-113 - Employer Street Address
- Enter the street address of the Employer
- Derived from the Entity Location
114-138 - Employer City
- Enter the city of employer’s mailing address
- Derived from the Entity Location
139-140 - Employer State
- Enter the standard two character FIPS postal abbreviation of the employer’s address
- Derived from the Entity Location
141-148 - Blanks.
149-153 - ZIP code extension
- Enter four digit extension of ZIP code, including the hyphen in position 149.
- Derived from the Entity Location
154-158 - ZIP code.
- Enter a valid ZIP code
- Derived from the Entity Location.
159-159 - Blank.
160-160 - Type of Employment.
- ‘A’, “H’, ‘M’, ‘Q’, ‘R’, or ‘X’.
- Derived from IDFDV screen, Field Identifier: ‘TYPE OF EMPLOYMENT’
161-162 - Blocking Factor.
- Enter blocking factor of the file, not to exceed 85. Enter blanks for diskette.
163-166 - Establishment Number or Coverage Group/PRU.
- Enter either the establishment number of the coverage group/PRU, or blank.
- Field Identifier ESTABLISHMENT NUMBER’
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.
- Texas Code is ‘48’
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.
191-208 TX - Not Required
209-255 - Blanks.
256-256 - Foreign Indicator.
- Not Required.
257-257 - Blank.
258-266 - Other EIN.
- Not Required.
267-275 - Blanks.
Record name: Code S – Employee Wage Record
Column Description
1-1 - Record Identifier.
- Constant ‘S’
2-10 - Social Security Number
- Employee’s social security number; if not known, enter ‘I’ in position 2 and blanks in position 3-10
11-30 - Employee Last Name.
- Enter employee last name.
31-42 - Employee First Name.
- Enter employee first name
43-43 - Employee Middle Initial.
- Enter employee middle initial. Leave blank if no middle initial
44-45 - State Code
- Enter the state FIPS postal numeric code for the state to which wages are being reported
- FIPS postal numeric code for Texas is ‘48’.
46-49 - Blanks.
50-63 - State QTR Total Gross Wages.
- Not Required, contain blanks
64-77 - State QTR Unemployment Insurance Total Wages.
- Enter quarterly wages subject to unemployment taxes.
78-91 - State QTR Unemployment Insurance Excess Wages
- Not Required, contain blanks
92-105 - State QTR Unemployment Insurance Taxable Wages.
- Optional Entry
- State QTR UI total wages less state QTR UI excess wages.
106-134 TX - Not Required, contain blanks
135-142 - Blanks.
143-146 - Taxing Entity Code.
- Constant ‘UTAX’.
147-161 - State Unemployment Insurance Account Number.
- Enter state UI employer account number
- SUI Registration Number from IDGV
162-171 TX - Unit/Division Location/Plant Code (Establishment ID)
- Leave Blank if not reporting BLS3020 Mutiple Worksite data.
- contain blanks
172-176 TX - Unit/Division Location/Plant Code (Unit Number)
- Use to report Business Unit Number; if not use fill with zero.
- fill with zero
177-211 TX - Not Required.
212-212 TX - Month-1 Employment.
- Leave Blank if not reporting BLS3020 Mutiple Worksite data.
- Enter ‘1’ if employee covered by UI worked or receive pay for the pay period including the 12th day of the first reporting month, else enter ‘0’.
213-213 TX - Month-2 Employment.
- Leave Blank if not reporting BLS3020 Mutiple Worksite data.
- Enter ‘1’ if employee covered by UI worked or receive pay for the pay period including the 12th day of the second reporting month, else enter ‘0’.
214-214 TX - Month-3 Employment.
- Leave Blank if not reporting BLS3020 Mutiple Worksite data.
- Enter ‘1’ if employee covered by UI worked or receive pay for the pay period including the 12th day of the third reporting month, else enter ‘0’.
215-220 - Reporting Quarter and Year.
- Enter the last month and year for the calendar period for which this report applies (i.e. 062007 for Apr-June 2007).
221-232 TX - Not Required.
233-275 - Blanks.
Record name: Code T - Total Record
Column Description
1-1 - Record Identifier.
- Constant ‘T’
2-8 - Total Number of Employees.
- The total number of ‘S’ records since the last ‘E’ record
9-12 - Taxing Entity Code.
- Constant ‘UTAX’.
13-26 TX - State QTR Total Gross Wages for employer
- Not Required.
27-40 - State QTR Unemployment Insurance Total Wages for employer.
- QTR wages subject to state unemployment taxes. Total of this field on all ‘S’ records since the last ‘E’ record.
41-54 TX - State QTR Unemployment Insurance Excess Wages for employer.
- Not Required.
55-68 TX - State QTR Unemployment Insurance Taxable Wages for employer.
- QTR Unemployment Insurance Taxable Wages. Total of this field on all ‘S’ records since the last ‘E’ record.
69-81 TX - Quarterly tip wages for employer.
- Enter Not Required.
82-87 TX - UI tax rate this quarter.
- The employer UI rate for this reporting period. One decimal point followed by 5 digits e.g. 2.8%=’.02800’.
- from IDGV ‘SUI Registration’ Variables Tab ‘QTR ER ASSESS RATE’
- please enter as ‘0.028’
88-100 TX - State QTR UI taxes due
- from IDGV ‘SUI Registration’ Variables Tab ‘QTR TAXES DUE’
- Taxes Due = Quarterly State UI taxable wages * UI Tax rate
- user must compute this field manually and enter in QTR TAXES DUE every quarter
101-185 TX - Not Required.
186-198 TX - Allocation Amount.
- If reporting an Allocation List on this tape, then enter amount to be allocated to this employer account.
- contain blanks
199-226 TX - Not Required.
227-233 TX - Month-1 Employment for employer.
- Leave Blank if not reporting C-3 Contribution Data on this tape.
- Total number of employee covered by UI worked or receive pay for the pay period including the 12th day of the first reporting month. Total fo all ‘S’ records after the last ‘E’ record.
234-240 TX - Month-2 Employment.
- Leave Blank if not reporting C-3 Contribution Data on this tape.
- Total number of employee covered by UI worked or receive pay for the pay period including the 12th day of the second reporting month. Total fo all ‘S’ records after the last ‘E’ record.
241-247 TX - Month-3 Employment.
- Leave Blank if not reporting C-3 Contribution Data on this tape.
- Total number of employee covered by UI worked or receive pay for the pay period including the 12th day of the third reporting month. Total for all ‘S’ records after the last ‘E’ record.
248-250 TX - Country Code.
- from IDGV ‘SUI Registration’ Variables Tab ‘W2 TAXING ENTITY’
W2 TAXING ENTITY - Must contain the County Code of the county with the greatest number of employees
- this is reported on ICESA format code T record position 248-250
251-257 TX - Outside Country Employees.
- Leave Blank if not reporting C-3 Contribution Data on this tape.
- this field currently is not supported
258-267 TX - Document Control Number.
- Not Required.
268-275 - Blanks.
Record name: Code F - Final Record
Column Description
1-1 - Record Identifier.
- Constant ‘F’.
2-11 - Total Number of Employees in File
- Enter the total number of ‘S’ records in the entire file
12-21 - Total Number of Employers in File
- Enter the total number of ‘E’ records in the entire file
22-25 - Taxing Entity Code.
- Constant ‘UTAX’
26-40 TX - Quarterly Total Gross Wages in File
- Not Required
41-55 - Quarterly State Unemployment Insurance Total Wages in File
- QTR wages subject to state UI tax. Total of this field for all ‘S’ records in the file
56-70 TX - Quarterly State Unemployment Insurance Excess Wages in File
- Not Required
71-85 TX - Quarterly State Unemployment Insurance Taxable Wages in File
- Optional Entry
- State UI gross/total wage less quarterly state UI excess wages. Total of this field for all ‘S’ records in the file
86-139 TX - Not Required.
- State Specific Data, contain blanks
140-275 - Blanks.
This page (revision-20) was last changed on 26-Nov-2021 10:22 by lurtanTop