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

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
96 26-Nov-2021 10:22 66 KB Meg McFarland to previous
95 26-Nov-2021 10:22 66 KB Meg McFarland to previous | to last
94 26-Nov-2021 10:22 66 KB Meg McFarland to previous | to last
93 26-Nov-2021 10:22 65 KB mmcfarland to previous | to last
92 26-Nov-2021 10:22 81 KB mmcfarland to previous | to last
91 26-Nov-2021 10:22 102 KB mmcfarland to previous | to last
90 26-Nov-2021 10:22 102 KB mmcfarland to previous | to last
89 26-Nov-2021 10:22 102 KB mmcfarland to previous | to last
88 26-Nov-2021 10:22 102 KB mmcfarland to previous | to last
87 26-Nov-2021 10:22 105 KB mmcfarland to previous | to last
86 26-Nov-2021 10:22 105 KB mmcfarland to previous | to last
85 26-Nov-2021 10:22 105 KB eyeung to previous | to last
84 26-Nov-2021 10:22 105 KB eyeung to previous | to last
83 26-Nov-2021 10:22 102 KB eyeung to previous | to last
82 26-Nov-2021 10:22 100 KB eyeung to previous | to last
81 26-Nov-2021 10:22 100 KB eyeung to previous | to last

Page References

Incoming links Outgoing links
Tax Reporting - US General
Tax Reporting - US General

Version management

Difference between version and

At line 234 changed one line
%%information NOTE: This feature requires specific program logic for each Local, please check with support to see if the local is supported.%%
%%information NOTE: This feature requires specific program logic for each Local, please check with Support to see if the local is supported.%%
At line 236 changed 5 lines
*If ‘W2 State Media Filing’ is set up for a Local, then IDGV Variables Tab must also be set up:
- ‘W2 TAX TYPE CODE’ - to contain one of the following values:
C – City Income Tax
D – County Income Tax
E – School District Income Tax
If ‘W2 State Media Filing’ is set up for a Local, then the [IDGV Variables|IDGV#VariablesTab] tab must also be set up:
*‘W2 TAX TYPE CODE’ - to contain one of the following values:
**C – City Income Tax
**D – County Income Tax
**E – School District Income Tax
*‘W2 TAXING ENTITY’- to define the five characters Taxing Entity code for each Local.
**e.g. Ohio Cleveland would be ‘200’, refer to Cleveland filing requirement
**e.g. Indiana would contain the two digits County code supplied by Indiana
At line 242 changed 3 lines
- ‘W2 TAXING ENTITY’ - to define the 5 characters Taxing Entity Code for each Local.
- e.g. Ohio Cleveland would be ‘200’, refer to Cleveland filing requirement
- e.g. Indiana would contain the 2 digits County Code supplied by Indiana
;School Level:
*For an entity with ‘School Registration’, an entry must exist for each school district for the school tax to be reported
*When clients are defining the ‘School Registration’, the [IDGV Variables|IDGV#VariablesTab] tab must be set up for:
**'W2 STATE MEDIA FILING'
**'W2 TAX TYPE CODE'
**'W2 TAXING ENTITY'
At line 246 changed 2 lines
School Level:
- an entry must exist for each School district for an Entity with ‘School Registration’ for the school tax to be reported
*The ‘W2 State Media Filing’ values are:
**00 – Not Required to File Magnetic Media
**01 – Include School Information in Code RS Record for Federal File Format
**02 – Include School Information in Code RS Record for the State for State File Format
**03 – Include School Information in Code RS Record for the Local File Format
At line 249 changed 4 lines
- when clients are defining the ‘School Registration’, the client should also set up the IDGV ‘Variables’ tab for:
- 'W2 STATE MEDIA FILING'
- 'W2 TAX TYPE CODE'
- 'W2 TAXING ENTITY'
*If the School information is to be reported along with the Federal File Code RS information, the ‘W2 State Media Filing’ variable should be set to ‘01’ for this Local
*Then when [RPYEU] is run, the State Information Code RS record will be generated along with the School information
At line 254 changed 5 lines
- the ‘W2 State Media Filing’ values are:
00 – Not Required to file magnetic media
01 – Include School Information in Code RS record for Federal File format
02 – Include School Information in Code RS record for the State for State File format
03 – Include School Information in Code RS record for the Local File format
*If the School information is to be reported along with the State File Code RS information, the ‘W2 State Media Filing’ variable should be set to ‘02’ for this Local
*Then when [RPYEU] is run, the State Information Code RS record will be generated along with the School information
At line 260 changed 2 lines
- if the School information is to be reported along with the Federal File Code RS information, the client should set up the ‘W2 State Media Filing’ variable = ‘01’ for this Local
- then when RPYEU is run, the State Information Code RS record will be generated along with the School information
*If the School requires its own format, the ‘W2 State Media Filing’ variable should be set to ‘03’
%%information Note: This feature requires specific program logic for each school, please check with Support to see if the local is supported.%%
At line 263 changed 2 lines
- if the School information is to be reported along with the State File Code RS information, the client should set up the ‘W2 State Media Filing’ variable = ‘02’ for this Local
- then when RPYEU is run, the State Information Code RS record will be generated along with the School information
If ‘W2 State Media Filing’ is set up for a school, then the [IDGV Variables|IDGV#VariablesTab] tab must also be set up:
*‘W2 TAX TYPE CODE’ to contain one of the following values:
**E – School District Income Tax
*‘W2 TAXING ENTITY’ to define the five characters School District code
At line 266 removed 10 lines
- if the School requires its own format, the client should set up ‘W2 State Media Filing’ variable = ‘03’
- note: this feature requires specific program logic for each School, please check with High Line to see if the local is supported
- if ‘W2 State Media Filing’ is set up for a School, then IDGV Variables Tab must also be set up:
- ‘W2 TAX TYPE CODE’ to contain one of the following values:
E – School District Income Tax
- ‘W2 TAXING ENTITY’ to define the 5 characters School District Code
At line 273 added one line
When running [RPYEU] with Calendar Type = ‘Q’ for a quarter, each State must set up with ‘US SUI Regist’. The last digit of ‘US SUI Regist’ Registration type must match the last digit of ‘US State Regist’ Registration type. i.e. ‘US State Regist 1’ should also define ‘US SUI Regist 1’, ‘US State Regist 2’ should also define ‘US SUI Regist 2’, etc.
At line 278 changed one line
When running RPYEU with Calendar Type = ‘Q’ for a quarter, each State must set up with ‘US SUI Regist’. The last digit of ‘US SUI Regist’ Registration type must match the last digit of ‘US State Regist’ Registration type, i.e. ‘US State Regist 1’ should also define ‘US SUI Regist 1’, ‘US State Regist 2’ should also define ‘US SUI Regist 2’ etc
According to each state’s quarterly filing format, some states may require submission of Taxes Due, Previous Underpayment etc. For each quarter, the [IDGV Variables|IDGV#VariablesTab] tab must be defined for these quarterly amount for the proper ‘US SUI Regist’ prior to running [RPYEU].
At line 280 removed 2 lines
According to each State’s quarterly filing format, some State may require to submit Taxes Due, Previous Underpayment etc. For each quarter, the user must define IDGV screen Variables tab for these quarterly amount for the proper ‘US SUI Regist’ prior to running RPYEU.
This page (revision-96) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop