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 278 changed one line
%%information Please note each QTR field’s decimal point and enter in the above format. Also note that each applicable ‘Govt Rate Type’ in the bottom part of the screen must also be setup, these includes the SUI maximum base amount, SUI ER rate, etc..
%%information Please note each QTR field’s decimal point and enter in the above format. Also note that each applicable ‘Govt Rate Type’ in the bottom part of the screen must also be setup, these includes the SUI maximum base amount, SUI ER rate, etc..%%
At line 286 changed one line
*Enter the California State Employer Account Number (SEAN) for SDI on the ‘Number’ field if applicable
Enter the California State Employer Account Number (SEAN) for SDI on the ‘Number’ field if applicable
|‘W2 STATE MEDIA FILING’|Enter ‘02’ to generate state magnetic media file for each state only
|‘W2 WAGE PLAN CODE’|Enter the Wage Plan Code for the State Employer Account Numbers (SEANs)\\ \\For ‘US SDI Registration’, enter the SDI (SDI Reporting) Wage Plan Code
|‘W2 BRANCH CODE’|If the client is registered with the Department as a branch coded Employer, then enter the three character branch code\\ \\If not applicable, ‘000’ should be entered
At line 288 removed 11 lines
‘W2 STATE MEDIA FILING’ - enter ‘02’ to generate State magnetic media file for each state only
‘W2 WAGE PLAN CODE’ - enter the Wage Plan Code for the State Employer Account Numbers (SEANs)
- for ‘US SDI Registration’, please enter the SDI (SDI Reporting) Wage Plan Code
‘W2 BRANCH CODE’ - if the client is registered with the Department as a branch coded Employer, then
enter the 3 character branch code
- if not applicable, the user should enter as ‘000’
At line 293 added one line
To report the Ohio City tax, [IDGV] must be set up with ‘US Local Registration 1’ for each city in the Jurisdiction field:
At line 302 changed one line
To report the Ohio City tax, IDGV must be set up with ‘US Local Registration 1’ for each City in the Jurisdiction field:
The [IDGV Variables|IDGV#VariablesTab] tab must be set up for ‘US Local Registration 1’ for each city:
|‘W2 STATE MEDIA FILING’|Must be ‘03’ to generate City tax information in Local File format
|‘W2 TAX TYPE CODE’|Must enter ‘C’ for City Tax
|‘W2 TAXING ENTITY’|enter the City Code for state if required (i.e. Ohio)
At line 304 removed 8 lines
- IDGV Variables Tab must be set up for ‘US Local Registration 1’ for each city:
‘W2 STATE MEDIA FILING’ - Must be ‘03’ to generate City tax information in Local File format
‘W2 TAX TYPE CODE’ - Must enter ‘C’ for City Tax
‘W2 TAXING ENTITY’ - enter the City Code for state if required (i.e. Ohio)
At line 301 added 8 lines
The ‘Field Variable’ column must be set up in [IDFDV] for the Form Definition that is being used for [RPYEU] reporting. The following example shows what might be setup in that column.
%%Information: Note that all the other columns are all predefined in [IDFD] and may not be changed in [IDFDV].%%
||Seq||Field Identifier||Description||Level||Prompt||Field Source||Field Variable
|1010|TRAN EIN|Transmitter EIN|Transmittal|TRAN EIN|Constant|9876542103
|1020|TRAN ADDR IND|Trans Foreign Address|Transmittal|TRAN ADDR IND|Constant|
|1030|TRAN NAME|Transmitter Name|Transmittal|TRAN NAME|Constant|HIGH LINE CORP
|1040|TRAN ADDRESS|Transmitter Address|Transmittal|TRAN ADDRESS|Constant|100 WOODBINE AVENUE
|1050|TRAN CITY|Transmitter City|Transmittal|TRAN CITY|Constant|MARKHAM
At line 314 changed one line
Client must set up the ‘Field Variable’ column in IDFDV for the Form Definition that is being used for RPYEU reporting. The following example shows what might be setup in that column (note that all the other columns are all predefined in IDFD and may not be changed in IDFDV):
!IDFDV – City Tax Set Up
If City tax applies, [IDFDV] must be set up. The following example shows a possible setup in the ‘Field Variable' column.
%%Information Note that all the other columns are all predefined in [IDFD] and may not be changed in [IDFDV].%%
||Seq||Field Identifier||Description||Level||Prompt||Field Source||Field Variable
|8500|W2-CITY-NAME|City Name|Local|20-City Name|DB Column|DTX.JURISDICTION_NAME
|8510|W2-CI-WAGE-HOME|Local Wage (Home)|Local|18-Home City Wage|Element|W2-CI-WAGE-RES
|8520|W2-CI-WAGE-WORK|Local Wage (Work)|Local|18-Work City Wage|Element|W2-CI-WAGE-WORK
|8530|W2-CI-TAX-HOME|Local Tax (Home)|Local|19-Home City Tax|Element|W2-CI-TAX-RES
|8540|W2-CI-TAX-WORK|Local Tax (Work)|Local|19-Work City Tax|Element|W2-CI-TAX-WORK
At line 316 changed 6 lines
Seq Field Identifier Description Level Prompt Field Source Field Variable
1010 TRAN EIN Transmitter EIN Transmittal TRAN EIN Constant 9876542103
1020 TRAN ADDR IND Trans Foreign Address Transmittal TRAN ADDR IND Constant
1030 TRAN NAME Transmitter Name Transmittal TRAN NAME Constant HIGH LINE CORP
1040 TRAN ADDRESS Transmitter Address Transmittal TRAN ADDRESS Constant 100 WOODBINE AVENUE
1050 TRAN CITY Transmitter City Transmittal TRAN CITY Constant MARKHAM
*Identifier ‘W2-CITY-NAME’ - must be set up
*Identifier ‘W2-CI-WAGE-HOME’ - must be set up
*Identifier ‘W2-CI-WAGE-WORK’ - must be set up
*Identifier ‘W2-CI-TAX-HOME’ - must be set up
*Identifier ‘W2-CI-TAX-WORK’ - must be set up
At line 323 removed 20 lines
IDFDV – City Tax Set Up
If City tax applies, IDFDV must be set up. The following example shows what might be setup in the ‘Field Variable column (note that all the other columns are all predefined in IDFD and may not be changed in IDFDV):
Seq Field Identifier Description Level Prompt Field Source Field Variable
8500 W2-CITY-NAME City Name Local 20-City Name DB Column DTX.JURISDICTION_NAME
8510 W2-CI-WAGE-HOME Local Wage (Home) Local 18-Home City Wage Element W2-CI-WAGE-RES
8520 W2-CI-WAGE-WORK Local Wage (Work) Local 18-Work City Wage Element W2-CI-WAGE-WORK
8530 W2-CI-TAX-HOME Local Tax (Home) Local 19-Home City Tax Element W2-CI-TAX-RES
8540 W2-CI-TAX-WORK Local Tax (Work) Local 19-Work City Tax Element W2-CI-TAX-WORK
Identifier ‘W2-CITY-NAME’ - must be set up
Identifier ‘W2-CI-WAGE-HOME’ - must be set up
Identifier ‘W2-CI-WAGE-WORK’ - must be set up
Identifier ‘W2-CI-TAX-HOME’ - must be set up
Identifier ‘W2-CI-TAX-WORK’ - must be set up
At line 327 added one line
Definition for file HL$US-W2-ccyy (Mandatory for all Quarterly Report Filers)
At line 345 changed one line
(1) Definition for file HL$US-W2-ccyy (Mandatory for all Quarterly Report Filers)
;IDFD FORM:HL$US-W2-ccyy - supplied, where ‘ccyy’ denotes the tax reporting year
;IDFD FORM TYPE:US EFW2 definition - indicate the W2 definition is for EFW2 filing format
At line 347 changed 46 lines
IDFD FORM: HL$US-W2-ccyy - supplied by Highline, where ‘ccyy’ denotes the tax reporting year
IDFD FORM TYPE: US EFW2 definition - indicate the W2 definition is for EFW2 filing format
Seq Field Identifier Description Suggested Source Suggested Variable
1000 SUB-ER-EIN Submitter’s Employer EIN Constant 9 characters EIN
1010 SUB-PIN-NUMBER Personal Identification Number Constant 17 characters assigned to you as PIN#
1020 SUB-RESUB-IND Resubmit Indicator Constant Enter 1 if file is resubmitted, else 0
1030 SUB-RESUB-WFID Resubmit SSA WFID from notice Constant If resubmit, enter SSA WFID from notice.
1040 SUB-SOFTWARE Submitter Software Code Constant Enter your company data
1050 SUB-COMP-NAME Company Name receive EFW2 Constant Enter Company name who receive EFW2
1060 SUB-COMP-LOCN Company Location Address Constant Enter company’s location address .ie. Attention, Suite, Room Num etc
1070 SUB-COMP-DELIV Company Delivery Address Constant Enter company’s delivery address i.e. Street or Post Office Box
1080 SUB-COMP-CITY Company’s City Constant Enter company’s city
1090 SUB-COMP-STATE Company’s State Abbrev Constant Enter company’s State Abbreviation
1100 SUB-COMP-ZIP Company’s ZIP Code Constant Enter company’s ZIP code
1110 SUB-COMP-ZIP-EXT Company’s ZIP Code Extension Constant Enter company’s ZIP code extension
1120 SUB-COMP-F-STATE Company’s foreign State/province Constant Enter company’s foreign state
1130 SUB-COMP-F-POST Company’s country if applicable Constant Enter company’s foreign postal code
1140 SUB-COMP-COUNTRY Company’s country if applicable Constant Enter company’s country if applicable
1150 SUB-SUBM-NAME Submitter Organization Name Constant Organization Name to receive
1160 SUB-SUBM-LOCN Submitter Location Address Constant Enter submitter location address (i.e. Attention, Suite, Room Num etc.)
1170 SUB-SUBM-DELIV Submitter Delivery Address Constant Enter submitter delivery address (i.e. Street or Post Office Box)
1180 SUB-SUBM-CITY Submitter City Constant Enter submitter city
1190 SUB-SUBM-STATE Submitter State Abbrev Constant Enter submitter State Abbreviation
1200 SUB-SUBM-ZIP Submitter ZIP Code Constant Enter submitter ZIP code
1210 SUB-SUBM-ZIP-EXT Submitter ZIP Code Extension Constant Enter submitter ZIP code extension, including the hyphen.
1220 SUB-SUBM-F-STATE Submitter foreign State/province Constant Enter submitter foreign state/province
1230 SUB-SUBM-F-POST Submitter foreign postal code Constant Enter submitter foreign postal code
1240 SUB-SUBM-COUNTRY Submitter country if applicable Constant Enter submitter country if applicable
1250 SUB-CONT-NAME Contact name for SSA Constant Enter your company data
1260 SUB-CONT-TEL Contact telephone # for SSA Constant Enter your company data
1270 SUB-CONT-TEL-EXT Contact telephone extension Constant Enter your company data
1280 SUB-CONT-EMAIL Contact e-mail address for SSA Constant Enter your company data
1290 SUB-CONT-FAX Contact FAX phone # for SSA Constant Enter your company data
1300 SUB-CONT-METH Preferred Contact method Constant Enter your company data
1310 SUB-PREPARER Preparer Code Constant Enter your company data
1480 SUB-3RD-PARTY-SICK Third-Party Sick Pay Indicator Constant Enter your company data
1490 SUB-3RD-PARTY-TAX Income Tax Withheld by 3rd Party Constant Enter your company data
1500 W2-ER-AGENT-IND Agent Indicator Code Constant If applicable, enter appropriate code
1510 W2-ER-FOR-EIN Agent for which EIN Constant If you are an agent, enter the EIN for
1520 W2-ER-TERM-BUS Terminating business indicator Constant Enter appropriate code from SSA
1530 W2-ER-ESTAB Establishment Number Constant Further identify within EIN
1540 W2-ER-OTHER-EIN Other EIN Constant Other EIN used
||Seq||Field Identifier||Description||Suggested Source||Suggested Variable
|1000|SUB-ER-EIN|Submitter’s Employer EIN|Constant|9 characters EIN
|1010|SUB-PIN-NUMBER|Personal Identification Number|Constant|17 characters assigned to you as PIN#
|1020|SUB-RESUB-IND|Resubmit Indicator|Constant|Enter 1 if file is resubmitted, else 0
|1030|SUB-RESUB-WFID|Resubmit SSA WFID from notice|Constant|If resubmit, enter SSA WFID from notice.
|1040|SUB-SOFTWARE|Submitter Software Code|Constant|Enter your company data
|1050|SUB-COMP-NAME|Company Name receive EFW2|Constant|Enter Company name who receive EFW2
|| || || || ||
|1060|SUB-COMP-LOCN|Company Location Address|Constant|Enter company’s location address. i.e. Attention, Suite, Room Num, etc.
1070 SUB-COMP-DELIV Company Delivery Address|Constant|Enter company’s delivery address i.e. Street or Post Office Box
1080 SUB-COMP-CITY Company’s City|Constant|Enter company’s city
1090 SUB-COMP-STATE Company’s State Abbrev|Constant|Enter company’s State Abbreviation
1100 SUB-COMP-ZIP Company’s ZIP Code|Constant|Enter company’s ZIP code
1110 SUB-COMP-ZIP-EXT Company’s ZIP Code Extension|Constant|Enter company’s ZIP code extension
1120 SUB-COMP-F-STATE Company’s foreign State/province|Constant|Enter company’s foreign state
1130 SUB-COMP-F-POST Company’s country if applicable|Constant|Enter company’s foreign postal code
1140 SUB-COMP-COUNTRY Company’s country if applicable|Constant|Enter company’s country if applicable
1150 SUB-SUBM-NAME Submitter Organization Name|Constant|Organization Name to receive
1160 SUB-SUBM-LOCN Submitter Location Address|Constant|Enter submitter location address (i.e. Attention, Suite, Room Num etc.)
1170 SUB-SUBM-DELIV Submitter Delivery Address|Constant|Enter submitter delivery address (i.e. Street or Post Office Box)
1180 SUB-SUBM-CITY Submitter City|Constant|Enter submitter city
1190 SUB-SUBM-STATE Submitter State Abbrev|Constant|Enter submitter State Abbreviation
1200 SUB-SUBM-ZIP Submitter ZIP Code|Constant|Enter submitter ZIP code
1210 SUB-SUBM-ZIP-EXT Submitter ZIP Code Extension|Constant|Enter submitter ZIP code extension, including the hyphen.
1220 SUB-SUBM-F-STATE Submitter foreign State/province|Constant|Enter submitter foreign state/province
1230 SUB-SUBM-F-POST Submitter foreign postal code|Constant|Enter submitter foreign postal code
1240 SUB-SUBM-COUNTRY Submitter country if applicable|Constant|Enter submitter country if applicable
1250 SUB-CONT-NAME Contact name for SSA|Constant|Enter your company data
1260 SUB-CONT-TEL Contact telephone # for SSA|Constant|Enter your company data
1270 SUB-CONT-TEL-EXT Contact telephone extension|Constant|Enter your company data
1280 SUB-CONT-EMAIL Contact e-mail address for SSA|Constant|Enter your company data
1290 SUB-CONT-FAX Contact FAX phone # for SSA|Constant|Enter your company data
1300 SUB-CONT-METH Preferred Contact method|Constant|Enter your company data
1310 SUB-PREPARER Preparer Code|Constant|Enter your company data
1480 SUB-3RD-PARTY-SICK Third-Party Sick Pay Indicator|Constant|Enter your company data
1490 SUB-3RD-PARTY-TAX Income Tax Withheld by 3rd Party|Constant|Enter your company data
1500 W2-ER-AGENT-IND Agent Indicator Code|Constant|If applicable, enter appropriate code
1510 W2-ER-FOR-EIN Agent for which EIN|Constant|If you are an agent, enter the EIN for
1520 W2-ER-TERM-BUS Terminating business indicator|Constant|Enter appropriate code from SSA
1530 W2-ER-ESTAB Establishment Number|Constant|Further identify within EIN
1540 W2-ER-OTHER-EIN Other EIN|Constant|Other EIN used
|| || || || ||
At line 403 changed 4 lines
2100 W2-ER-COUNTRY Employer country if applicable Constant Enter Employer country if applicable
2110 W2-ER-TAX-JURIS Tax Jurisdiction Code Constant Enter Employer country if applicable
2120 W2-KIND-OF-EMPLOYER Kind of Employer Constant
2100 W2-ER-COUNTRY Employer country if applicable|Constant|Enter Employer country if applicable
2110 W2-ER-TAX-JURIS Tax Jurisdiction Code|Constant|Enter Employer country if applicable
2120 W2-KIND-OF-EMPLOYER Kind of Employer|Constant|
|| || || || ||
At line 420 changed 2 lines
2680 W2-EE-COUNTRY Employee country if applicable Constant Enter Employee country if applicable
2800 W2-CONTROL-PRT Print Control Number on Form Constant
2680 W2-EE-COUNTRY Employee country if applicable|Constant|Enter Employee country if applicable
2800 W2-CONTROL-PRT Print Control Number on Form|Constant|
At line 424 changed one line
|| || || || ||
At line 438 changed one line
|| || || || ||
At line 466 changed one line
|| || || || ||
At line 470 changed one line
|| || || || ||
At line 474 changed one line
|| || || || ||
At line 478 changed one line
|| || || || ||
At line 482 changed one line
|| || || || ||
At line 485 changed one line
|| || || || ||
At line 492 changed one line
|| || || || ||
At line 505 changed one line
|| || || || ||
At line 511 changed one line
|| || || || ||
At line 518 removed one line
This page (revision-96) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop