This page (revision-96) 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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95 26-Nov-2021 10:22 66 KB Meg McFarland to previous | to last
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Page References

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Tax Reporting - US General
Tax Reporting - US General

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At line 13 changed one line
**This screen specifies the default values for client to enter on IDFDV screen
**This screen specifies the default values for client to enter on [IDFDV].
At line 18 changed one line
**All clients must enter the [IDFDV] variables for the supplied script file ‘HL$US-W2-ccyy’ (where ccyy denotes the tax year and will be updated each year) must be entered where applicable. In addition, for the clients who report quarterly wages in the ICESA/NASWA format, then the [IDFDV] variables for a second supplied script file ‘HL$US-QTR-20yy’ (note the name of this file remains the same for year 2004 onwards) is also required to be entered where applicable.
**All clients must enter the [IDFDV] variables for the supplied script file ‘HL$US-W2-ccyy’ (where ccyy denotes the tax year and will be updated each year) must be entered where applicable. In addition, for the clients who report quarterly wages in the [ICESA]/[NASWA] format, then the [IDFDV] variables for a second supplied script file ‘HL$US-QTR-20yy’ (note the name of this file remains the same for year 2004 onwards) is also required to be entered where applicable.
At line 36 changed 7 lines
Define User Fields for [P2K_CM_GOVT_REGISTRATIONS] ([IDGV] screen)
The following user fields are used on IDGV screen Variables Tab, therefore the user must set up on the IMUF screen
- 'W2 STATE MEDIA FILING'
- 'W2 TAX TYPE CODE'
- 'W2 TAXING ENTITY'
- ‘W2 WAGE PLAN CODE’
- ‘W2 BRANCH CODE’
__Define User Fields for P2K_CM_GOVT_REGISTRATIONS (IDGV)__\\The following user fields are used on the [IDGV Variables|IDGV#VariablesTab] tab and must be set up on [IMUF].
*W2 STATE MEDIA FILING
*W2 TAX TYPE CODE
*W2 TAXING ENTITY
*W2 WAGE PLAN CODE
*W2 BRANCH CODE
For Quarterly Reporting in Non-EFW2 file format, these User Defined Fields (UDF) are used when client is using ‘HL$US-QTR-20yy’ form code.
At line 44 changed one line
For Quarterly Reporting in Non-EFW2 file format, these UDF are used when client is using ‘HL$US-QTR-20yy’ Form Code:
The following UDFs must be set up on [IMUF]:
||Table||User Field Name||Prompt||Field Type||Field Sequence
|[P2K_CM_GOVT_REGISTRATIONS]|QTR TAXES DUE|QTR Taxes Due|Char|1000
|[P2K_CM_GOVT_REGISTRATIONS]|QTR PREV UNDERPAYMENT|QTR Prev Underpayment|Char|1010
|[P2K_CM_GOVT_REGISTRATIONS]|QTR INTEREST QTR Interest|Char|1020
|[P2K_CM_GOVT_REGISTRATIONS]|QTR PENALTY QTR Penalty|Char|1030
|[P2K_CM_GOVT_REGISTRATIONS]|QTR CR OVERPAYMENT|QTR CR Overpayment|Char|1040
|[P2K_CM_GOVT_REGISTRATIONS]|QTR ER ACCESS RATE|QTR ER Access Rate|Char|1050
|[P2K_CM_GOVT_REGISTRATIONS]|QTR ER ACCESS AMT|QTR ER Access Amt|Char|1060
|[P2K_CM_GOVT_REGISTRATIONS]|QTR EE ACCESS RATE|QTR EE Access Rate|Char|1070
|[P2K_CM_GOVT_REGISTRATIONS]|QTR EE ACCESS AMT|QTR EE Access Amt|Char|1080
|[P2K_CM_GOVT_REGISTRATIONS]|QTR PAYMENT DUE|QTR Payment Due|Char|1090
|[P2K_CM_GOVT_REGISTRATIONS]|QTR ALLOCATION AMT|QTR Allocation Amt|Char|1100
|[P2K_CM_GOVT_REGISTRATIONS]|QTR REFERENCE NUMBER|QTR Reference Number|Char|1110
At line 46 changed one line
The following User Defined Fields must be set up, using the IMUF screen:
__Define User Fields for P2K_CM_DEPARTMENT_DETAILS (IDDP)__\\The following user fields are used on [IDDP] and must be set up on [IMUF].
*SUI ER NUMBER
*W2 DESTINATION
At line 48 changed 14 lines
Table User Field Name Prompt Field Type Fld Seq.
P2K_CM_GOVT_REGISTRATIONS QTR TAXES DUE QTR Taxes Due Char 1000
P2K_CM_GOVT_REGISTRATIONS QTR PREV UNDERPAYMENT QTR Prev Underpayment Char 1010
P2K_CM_GOVT_REGISTRATIONS QTR INTEREST QTR Interest Char 1020
P2K_CM_GOVT_REGISTRATIONS QTR PENALTY QTR Penalty Char 1030
P2K_CM_GOVT_REGISTRATIONS QTR CR OVERPAYMENT QTR CR Overpayment Char 1040
P2K_CM_GOVT_REGISTRATIONS QTR ER ACCESS RATE QTR ER Access Rate Char 1050
P2K_CM_GOVT_REGISTRATIONS QTR ER ACCESS AMT QTR ER Access Amt Char 1060
P2K_CM_GOVT_REGISTRATIONS QTR EE ACCESS RATE QTR EE Access Rate Char 1070
P2K_CM_GOVT_REGISTRATIONS QTR EE ACCESS AMT QTR EE Access Amt Char 1080
P2K_CM_GOVT_REGISTRATIONS QTR PAYMENT DUE QTR Payment Due Char 1090
P2K_CM_GOVT_REGISTRATIONS QTR ALLOCATION AMT QTR Allocation Amt Char 1100
P2K_CM_GOVT_REGISTRATIONS QTR REFERENCE NUMBER QTR Reference Number Char 1110
||Table||User Field Name||Prompt||Field Type||Field Sequence
|[P2K_CM_DEPARTMENT_DETAILS]|SUI ER NUMBER|SUI ER Number|Char|20
|[P2K_CM_DEPARTMENT_DETAILS]|W2 DESTINATIONW2|Destination|Char|30
At line 63 changed one line
IMUF - Define User Fields for P2K_CM_DEPARTMENT_DETAILS (IDDP screen)
Some states require SUI ER Number by department, in this case, the [IDDP] User Field ‘SUI ER Number’ may be required.
At line 65 changed 3 lines
- the following user fields are used on IDDP screen, therefore the user must set up on the IMUF screen
- SUI ER NUMBER'
- W2 DESTINATION'
For example, the State of Minnesota requires the Quarterly file to be reported by MN State Unemployment Insurance Account Number and MN Employer Unit Number, and these two numbers are defined at the department level, therefore, the client must set up the UDF ‘SUI ER Number’ for each department
e.g. For ‘Planning & Zoning’ department, the MN number is ‘7977999-004’. Therefore on IDDP the client should enter set the UDF ‘SUI ER Number’ = 7977999-004 on [IDDP]
At line 69 removed 12 lines
Table User Field Name Prompt Field Type Fld Seq Format
P2K_CM_DEPARTMENT_DETAILS SUI ER NUMBER SUI ER Number Char 20
P2K_CM_DEPARTMENT_DETAILS W2 DESTINATION W2 Destination Char 30
- Some state requires SUI ER Number by Department, in this case then, the IDDP screen User Field ‘SUI ER Number’ may be required. (For example, the state of Minnesota requires such a setup).
- The State of Minnesota requires to report the Quarterly file by MN State Unemployment Insurance Account Number and MN Employer Unit Number, and these two numbers are defined at the department level, therefore, the client must set up the UDF ‘SUI ER Number’ for each department
e.g. For Department ‘Planning & Zoning’, the MN number is ‘7977999-004’
- the client should enter on IDDP Screen UDF ‘SUI ER Number’ = 7977999-004
This page (revision-96) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop