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Page References

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Tax Reporting - US General
Tax Reporting - US General

Version management

Difference between version and

At line 4 changed one line
W2 Annual and Quarterly Processing reports from the employees' QTD information according to client selection criteria to produce Quarterly Wage Report for individual states filing. Most states accept either the EFW2 or the [ICESA] wage reporting format.
W2 Annual and Quarterly Processing reports from the employees' QTD information according to the user defined selection criteria to produce Quarterly Wage Reports for individual State filing. Most states accept either the EFW2 or the [ICESA] wage reporting format.
At line 6 changed one line
For additional information and detailed field description of the [RPYEU] function, please refer to [W2 Year End procedure document|W2 Process].
For additional information and detailed field descriptions of the [RPYEU] process, please refer to [W2 Year End procedure document|W2 Process].
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*RPREGT - Produce QTD Register for Quarterly Reporting
__RPREGT__. Produce QTD Register for Quarterly Reporting \\ \\
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*IDFD - Set up Form and File Definition
**This screen specifies the default values for client to enter on [IDFDV].
**The information on this screen is provided using a script, the client only needs to execute the script to load in the most current information for the year.
**Do NOT alter this information in any way without guidance and permission from Support.
__IDFD__. Set up Form and File Definition
*This form defines the default values for users to enter on [IDFDV].
*The information on this form is provided by High Line using a script. Users only need to execute the script to load in the most current information for the year.
*Do NOT alter this information in any way without the guidance and permission of High Line Support or a Cconsultant. \\ \\
At line 17 changed 2 lines
*IDFDV- Enter the Variables
**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.
__IDFDV__. Enter the Variables
*Organizations must enter the [IDFDV] variables for the supplied script file ‘HL$US-W2-YYYY’ (YYYY denotes the tax year and IS updated each year) must be entered, where applicable. In addition, for organizations who report quarterly wages in the [ICESA]/NASWA format, the [IDFDV] variables for the second quarterly supplied script file ‘HL$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 20 changed one line
*RDFD - To Report the File Definition from IDFD and IDFDV
__RDFD__. To Report the File Definition from IDFD and IDFDV \\ \\
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*RPYEU - Produce US Year/Quarter End Summary Report for the Reporting Year or Quarter
**This report must be used to balance to the QTD Register report (RPREGT) for quarter report.
**Exception messages from this summary Report must be checked and the exceptions corrected.
**Generate State/Local File in the federal file format for states that accept the federal file format
**Generate State/Local File for states with specific file format requirement
**[RPYEU] must be run one state at a time to generate state specific files
**Each state may have its own requirement, you must check with Support to verify if the state is supported prior to running [RPYEU] for a specific state file
**Generate XML file to feed into RPW2 program to print W2 forms for year end reporting
**In utility trace mode, [RPYEU] generates dynamic SQL Select statement and trace file for debugging
__RPYEU__. Produce US Year/Quarter End Summary Report for the Reporting Year or Quarter
*This report must be used to balance to the QTD Register report (RPREGT) for quarterly reporting
*Exception messages from this Summary Report must be checked and the exceptions corrected
*Generate State/Local File in the federal file format for States that accept the federal file format
*Generate State/Local File for States with specific file format requirements
*[RPYEU] must be run, one State at a time, to generate the State specific files
*Each state may have its own requirements. Users must check with High Line to confirm if the State is supported, prior to running [RPYEU] for a specific State file
*Generate the XML file to feed into the RPW2 program to print W2 forms for year end reporting
*In utility trace mode, [RPYEU] generates a dynamic SQL select statement and a trace file for debugging
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Only employees in entities with a government registration set up for ‘State SUI Registration’ will be selected.
Only employees in entities with a government registration set up for ‘State SUI Registration’ will be processed.
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For Quarterly Reporting in Non-EFW2 file format, these User Defined Fields (UDF) are used when client is using ‘HL$US-QTR-20yy’ form code.
At line 43 added 2 lines
For Quarterly Reporting in non-EFW2 file format, these User Defined Fields (UDF) are used when organizations are using the ‘HL$US-QTR-20YY’ form code.
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\\ \\
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|[P2K_CM_DEPARTMENT_DETAILS]|W2 DESTINATIONW2|Destination|Char|30
|[P2K_CM_DEPARTMENT_DETAILS]|W2 DESTINATION|W2Destination|Char|30
At line 67 changed one line
Some states require SUI ER Number by department, in this case, the [IDDP] User Field ‘SUI ER Number’ may be required.
Some states require the SUI ER Number by department. In this case, the [IDDP] User Field ‘SUI ER Number’ may be required.
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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 set the UDF ‘SUI ER Number’ = 7977999-004 on [IDDP]
Example: The State of Minnesota requires the Quarterly file to be reported by MN State Unemployment Insurance Account Number and MN Employer Unit Number. These two numbers are defined at the Department level, therefore, users must set up the UDF ‘SUI ER Number’ for each department.
Example: For the ‘Planning & Zoning’ department, the MN number is ‘7977999-004’. Therefore on [IDDP], users should set the UDF ‘SUI ER Number’ to '7977999-004' on [IDDP]
At line 72 changed 3 lines
*If the ‘SUI ER Number’ is not set up for a department, then the SUI ER Number from [IDGV] is used.
*Note that on [IDDP], the detail section of the screen must be clicked first and then the UDF button must be clicked in order to get to the UDF screen.
* ‘W2 Destination’ may be entered for distributing the W2 forms by department.\\ \\
*If the ‘SUI ER Number’ is not set up for a Department, then the SUI ER Number from [IDGV] is used.
*Note that on [IDDP], users must click on the detail section of the form first, then click the UDF button to get to the UDF screen.
* ‘W2 Destination’ can be entered for distributing the W2 forms by department.\\ \\
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*‘W2 DESTINATION’
*‘MMREF PROBATIONARY’
*‘MMREF OFFICER CODE’
*W2 DESTINATION
*MMREF PROBATIONARY
*MMREF OFFICER CODE
\\ \\
At line 86 changed 3 lines
The W2 Destination ‘MMREF Officer Code’ may be entered for the employee
*MMREF Probationary code is not used by all states (i.e. the state of Minnesota does not require this code)
*MMREF Officer code is not required by all states (i.e. The file code RS record position 341, State of Minnesota requires reporting of the Officer Code for the employee. If then the employee qualifies as an Officer for the state of Minnesota, the client should enter ‘Y’ on ‘MMREF Officer Code’ field).
The W2 Destination ‘MMREF Officer Code’ can be entered for an employee
*The MMREF Probationary code is not used by all States. Example: The State of Minnesota does not require this code.
*The MMREF Officer code is not required by all States. Example: The RS record, position 341, the State of Minnesota requires reporting of the Officer Code for an employee. If an employee qualifies as an Officer for the State of Minnesota, users should enter ‘Y’ on the ‘MMREF Officer Code’ field.
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‘Federal Registration’ must be set up on [IDGV] for Country ‘USA’ with valid ‘Employer Identification Number’ by ‘Government Registration Set’ by Entity.
The 'Federal Registration' must be set up on [IDGV] for the Country ‘USA’ with a valid ‘Employer Identification Number’ by ‘Government Registration Set’ by Entity.
At line 93 removed 4 lines
__Clients with One Federal Registration__
If you have one Federal registration, one government set of registrations should be defined, e.g. ‘Main Registration Set’.
Then within this set of Government Registrations, the Federal/State/Local Registrations will need to be set up on [IDGV].
At line 98 changed one line
On [IDGV], Federal Registration should be set up with Registration Type = ‘US Fed Regist 1’.
__Organizations with One Federal Registration__
If your organization has one Federal registration, users must define one Government Registration Set, such as Main Registration Set. \\ \\
At line 100 changed one line
%%information Note, if Registration Type ‘US Fed Regist 1’ is used, then the FICA registration should be defined using Registration Type = ‘US FICA Regist 1’.%%
Then within this Government Registration Set, users should set up the Federal, State and Local Registrations on IDGV. \\ \\
At line 102 changed 4 lines
__Clients with Multiple Federal Registrations__
For client with multiple federal registrations, there are two options:
#‘Main Registration Set’ can be used; in this case Registration Type ‘Fed Regist 1’, ‘Fed Regist 2’ up to ‘Fed Regist 9’ need to be set up. This allows for up to nine federal registrations.
#Multiple ‘Registration Set’ can also be used, in this case Registration Type ‘Fed Regist 1’, ‘Fed Regist 2’ up to ‘Fed Regist 9’ need to be set up. This allows for unlimited number of Federal Registrations.
Example: On IDGV, users should set up the Federal Registration with the Registration Type defined as US Fed Regist 1.
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%%information __NOTE:__ If Registration Type US Fed Regist 1 is used, then:
*The FICA registration should be defined using the Registration Type US FICA Regist 1
*The MEDICARE registration should be defined using Registration Type US MEDI Regist 1, etc. The last digit of the Registration Type must match each type of registration.
For each Group, at the Federal level, the Federal Registration number is retrieved according to the Fed Regist Set and Fed Regist Type from the IDGV form and is displayed on the IDGR form.%%
__Organizations with Multiple Federal Registrations__
If your organization has multiple Federal Registrations, users have two options:
1. One Registration Set can be set up, then set up the Registration Types of Fed Regist 1, Fed Regist 2, up to Fed Regist 9. This allows up to nine Federal Registrations.\\
2. Multiple Registration Sets can be set up, then set up Registration Types of Fed Regist 1, Fed Regist 2, up to Fed Regist 9, for each Registration Set. This allows an unlimited number of Federal Registrations.
\\
At line 111 changed 10 lines
||Govt Registration Set||Meaning
|MAIN REGIST|Used as a default to group all registrations initially
|REGIST 2|Another set may be defined for all level of registrations for this set
|FED REGIST|Federal level registrations for this set may be defined
|STATE REGIST|State level registrations for this set may be defined
|LOCAL REGIST|Local level registrations for this set may be defined
|FULLTIME REGIST|Registrations for Full time employees for this set may be defined
|PARTTIME REGIST|Registrations for Part time employees for this set may be defined
|SEASONAL REG|Registrations for Seasonal employees for this set may be defined
|STATE OHIO|Registrations for Ohio may be defined for this set only
||Govt Registration Set||Notes
|MAIN REGIST|Use as a default to group all registrations initially
|REGIST 2|Users can define another for all level of registrations
|FED REGIST|Users can define Federal level registrations for this set
|STATE REGIST|Users can define State level registrations for this set
|LOCAL REGIST|Users can define Local level registrations for this set
|FULLTIME REGIST|Users can define Registrations for Full time employees for this set
|PARTTIME REGIST|Users can define Registrations for Part time employees for this set
|SEASONAL REG|Users can define Registrations for Seasonal employees for this set may be defined
|STATE OHIO|Users can define Registrations for Ohio may be defined for this set only
At line 122 changed one line
The [IDGV] ‘Govt Registration Set’ is then used on the [IDGR Registration|IDGR#RegistrationTab] tab for each of the Federal/State/Local levels.
__Important Note for IDGV set up:__\\
The IDGV 'Govt Registration Set' and 'Registration Types' are used on the [IDGR] form, 'Registration' tab for each of the Federal, State and Local level set up. \\ \\
At line 139 added 22 lines
On the IDGV form, users must [match the last digit of Registration Type|] for the same Federal, State and Local level of registrations.
[Example 1:|]
If the Registration Type is defined as US Fed Regist 1, then:
*FICA Registration Type must be US FICA Regist 1
*MEDI Registration Type must be US MEDI Regist 1
\\
If Registration Type is defined as US State Regist 1, then:
*SUI Registration Type must be US SUI Regist 1
*SDI Registration Type must be US SDI Regist 1
\\ \\
[Example 2:|]
If Registration Type is defined as US Fed Regist 2, then:
*FICA Registration Type must be US FICA Regist 2
*MEDI Registration Type must be US MEDI Regist 2
\\
If Registration Type is defined as US State Regist 2, then:
*SUI Registration Type must be US SUI Regist 2
*SDI Registration Type must be US SDI Regist 2
At line 127 changed one line
%%warning IMPORTANT: Federal/State/Local Registration MUST not be changed for a Group for different effective date records.%%
%%warning IMPORTANT: Federal/State/Local Registration MUST not be changed for a Group for different effective date records.\\
The [UPCLOZ] process will __not__ cut new YTD records if the group changes effective date. Therefore, if a group requires a change to the registration numbers, either a new group should be created or all the effective records should be changed to the same registration numbers.%%
At line 129 removed 2 lines
[UPCLOZ] program will not cut new YTD records if the group changes effective date. Therefore, if a group requires a change to the registration numbers, either a new group should be created or all the effective records should be changed to the same registration numbers.
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For each group, at State/Prov level, a ‘State/Prov Set’ and ‘State/Prov Type’ can be pointed to. Since each group can be paid in many different states or provinces, the State/Prov Registration number cannot be displayed on [IDGR]. For each employee belong to this group, the State/Prov Registration Number is retrieved from [IDGV] by ‘State/Prov Set’, ‘State/Prov Type’ and the State/Prov of this employee.
For each group, at State/Prov level, a ‘State/Prov Set’ and ‘State/Prov Type’ can be pointed to. Since each group can be paid in many different states or provinces, the State/Prov Registration number cannot be displayed on [IDGR]. For each employee belonging to this group, the State/Prov Registration Number is retrieved from [IDGV] by ‘State/Prov Set’, ‘State/Prov Type’ and the 'State/Prov' of the employee.
At line 135 changed one line
At local level, the Local Registration number is retrieved from [IDGV] by ‘Local Regist Set’, ‘Local Regist Type’ and the GEO Local of this employee.
At local level, the Local Registration number is retrieved from [IDGV] by ‘Local Regist Set’, ‘Local Regist Type’ and the GEO Local of the employee.
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The following levels of Government Registration must be set up for the state to be reported
The following levels of Government Registration must be set up for the State to be reported.
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*An entry must exist for a state on [IDSP] in order for the state to be reported.
*An entry must exist on [IDGV] for a state with the ‘State Registration’ in order for the state to be reported.
*If a state is missing on [IDGV], [RPYEU] will create a default entry for that state with Regist Number 0 and issue a warning. The correct State Registration Number must be provided for that State in order to file to the State government
*A State must be defined on [IDSP] in order for the State to be reported.
*A State must be defined on IDGV for an Entity with the State Registration by Govt Regist Set and Registration Type in order for the State to be reported.
*If a state is missing on [IDGV], [RPYEU] will create a default entry for that State with the Registration Number set to '0' and issue a warning. The correct State Registration Number must be defined for that State in order to file to the State government.
*When the State Registration is defined, the Variables tab must also be set up. See the State Media Filing section below.
*The RPYEU process automatically uses the UDF defined on the IDGV Variables tab for P2K_CM_GOVT_REGISTRATIONS.\\
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*If there is county tax applicable for a state, an entry must exist for the County code on the [IDCN] in order for the county tax to be reported
*The County code is the first two segments of the GEO code. For example, in Indiana, GEO code ‘15-097-0670’ is for the city of Indianapolis, the County Code ‘15-097-0000’ is for Marion county, therefore set up County code ‘15-097-0000’ ‘Marion’ on [IDCN].
*The GEO and County codes are provided by Vertex for US taxation, please refer to the 'Vertex GEO Codes List' booklet and enter the required county codes on [IDCN].
*An entry must exist on [IDGV] with ‘Local Registration’ for a county in order for the County tax to be reported
*If County tax is applicable for a State, the County must be defined on the Define Counties (IDCN) form in order for the county tax to be reported.
*The County code is the first two segments of the GEO code. Example: In Indiana, GEO code ‘15-097-0670’ is for the City of Indianapolis and the County Code ‘15-097-0000’ is for Marion County. Therefore, users should define the Marion County Code as 15-097-0000 on the IDCN form.
*The GEO and County codes are provided by Symmetry for US taxation.
*A County Tax Jurisdiction must be defined on the IDGV form with the Local Registration in order for the County tax to be reported.
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An entry must exist for a school district in order for the School District tax to be reported
The School Registration must be defined on the IDGV form in order for the School District tax to be reported.
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*An entry must exist at the ‘State Level’ in order for the state tax to be reported. Note that the ‘State Level’ GEO code entry must end with ‘000-0000’ (i.e. 05-000-000 for the state of California).
*An entry must exist at the ‘City level’ for a tax jurisdiction in order for the city tax to be reported
*An entry must exist on [IDGV] with ‘Local Registration’ for a city in order for the City tax to be reported
*The FIPS code in this [IDTX]screen is currently not being used by the [RPYEU] program. (The [RPYEU] program derives the FIPS code automatically.)
*Each State must be defined in order for the State tax to be reported. Note: The ‘State Level’ GEO code entry must end with ‘000-0000’, such as 05-000-000 for the state of California.
*A City’s Tax Jurisdiction must be defined on the IDTX form in order for the City tax to be reported.
*A County Tax Jurisdiction must be defined on the IDGV form with the Local Registration in order for the County tax to be reported.
*The FIPS code on [IDTX] is currently not being used by the [RPYEU] program. The [RPYEU] program derives the FIPS code automatically.
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!IDGV - Define Government Registrations
!IDGV - Define Government Registrations
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*Enter the Arizona State Employer Account Number on the ‘Number’ field
*Then enter the various State Government W2 (Quarter) information for the State in the [Variables|IDGV#VariablesTab] tab.
*Use ‘02’ for W2 State Media Filing if the wage information is for a state only and contains no other state info.
*Enter the Arizona State Employer Account Number in the ‘Regist #’ field
*Enter the various State Government W2 (Quarter) information for the State in the [Variables|IDGV#VariablesTab] tab.
**Define the 'W2 State Media Filing' variable as ‘02’ if the wage information is for a State only and contains no other State info.
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;Federal Level:
One or multiple Federal Government Registrations must exist for each entity with ‘Govt Regist Set’, ‘US Fed Regist 1’, etc.
__Federal Level__\\
One or multiple Federal Government Registrations must exist for each entity with ‘Govt Regist Set’, ‘US Fed Regist 1’, etc.\\ \\
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;State Level:
*An entry must exist for each state for an entity with ‘State Registration’.
*When clients are defining the ‘State Registration’, the client must also set up the ‘Variables’ tab.
*The fields on the [IDGV Variables|IDGV#VariablesTab] tab are first defined on [IMUF] for [P2K_CM_GOVT_REGISTRATIONS] automatically by [RPYEU].
*Many fields in the [IDGV Variables|IDGV#VariablesTab] tab applies to different states at the State level and/or Local level. These variables must be defined at the State/Local levels whenever applicable.
__State Level:__\\
A State must be defined on IDGV for an Entity with the State Registration by Govt Regist Set and Registration Type in order for the State to be reported.\\ \\
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*On [IDGV Variables|IDGV#VariablesTab] tab, the variable ‘W2 State Media Filing’ must be set up to indicate if this state requires to produce a W2 File (or Quarterly File) for the state.
When the State Registration is defined, the Variables tab must also be set up. \\ \\
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*The ‘W2 State Media Filing’ values are:
**00 – Not required to file magnetic media to the state
**01 – Include State code RS record in the federal file, federal file can be sent to the state
**02 – State requires its own file, do not include other state information in the state file
The fields on the [IDGV Variables|IDGV#VariablesTab] tab are first defined on [IMUF] for [P2K_CM_GOVT_REGISTRATIONS] automatically by [RPYEU].\\
*The RPYEU process automatically uses the UDF defined on the IDGV Variables tab for P2K_CM_GOVT_REGISTRATIONS. \\ \\
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*If the State file layout is conforming to the standard Federal SSA Code RS format and the State accepts a copy of the Federal file that includes the code RW records, the ‘W2 State Media Filing’ variable = ‘01’ should be set up
*When [RPYEU] is run, the State Information code RS record will automatically be generated in the federal file, a copy of the federal file needs only to be sent to the state
Many fields in the [IDGV Variables|IDGV#VariablesTab] tab applies to different States at the State level and/or Local level. These variables must be defined at the State/Local levels whenever applicable. \\ \\
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*If the state does not accept other state’s information in their state file, ‘W2 State Media Filing’ variable = ‘02’ should be set up.
*When [RPYEU] is run, it should be selected to run by one state at a time and the Media Format = ‘State File Format’.
*Then if the state has its own specific state file layout, [RPYEU] will generate the state file in the specific file layout, otherwise the generic Federal code RS format layout is used.
*If the state requires its own state file layout, please check section IV for a list of States that are supported
On [IDGV Variables|IDGV#VariablesTab] tab, the ‘W2 State Media Filing’ variable must be defined if a State requires to produce a W2 File (or Quarterly File) for the State. \\ \\
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;Local Level:
*For an entity with ‘Local Registration’, an entry must exist for each county in order for the County tax to be reported
*For an Entity with ‘Local Registration’, an entry must exist for each city in order for the City tax to be reported
*Many fields in the [IDGV Variables|IDGV#VariablesTab] tab apply to different states at the State level and/or Local level. These variables must be defined at the State/Local levels whenever applicable.
The ‘W2 State Media Filing’ values are:
||Value||Description
|00|Not required to file magnetic media to the State
|01|Include State Code RS Records in the Federal File. Users can send the federal file to the State. \\ \\If the State file layout is conforming to the standard federal SSA Code RS format and the State accepts a copy of the federal file that includes the Code RW records, users should set the W2 State Media Filing variable to ‘01’. \\ \\
When the RPYEU process is run, the State Code RS record will automatically be generated in the federal file. Users only need to send a copy of the federal file to the state.
|02|State requires its own file. Do not include other state information in the State file. \\ \\If the State does not accept other state’s information in their State file, users should set the W2 State Media Filing variable to ‘02’. \\ \\ Users should run the RPYEU process one State at a time and set the Media Format field to State File Format. \\ \\If the State has its own specific State file layout, the RPYEU process will generate the State File in the specific file layout, otherwise the generic Federal Code RS format layout is used. \\ \\If the State requires its own State file layout, please check with High Line for a list of States that are supported.
\\ \\
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*When the ‘Local Registration’ is defined, the [IDGV Variables|IDGV#VariablesTab] tab can be optionally set up to indicate if this Local requires to be filed via magnetic media on a W2 File:
**'W2 STATE MEDIA FILING'
**'W2 TAX TYPE CODE'
**'W2 TAXING ENTITY'
__Local Level:__\\
A County Tax Jurisdiction must be defined on the IDGV form with the Local Registration in order for the County tax to be reported. \\ \\
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*The ‘W2 State Media Filing’ values are:
**00 – Not Required to File Magnetic Media
**01 – Include Local Information in Code RS Record for Federal File Format
**02 – Include Local Information in Code RS Record for the State File Format
**03 – Local Requires Its Own File, Do Not Include Other Local Information in the File
A City Tax Jurisdiction must be defined on the IDGV form with the Local Registration in order for the City tax to be reported. \\ \\
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*If the Local 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 Local information
When users are defining the Local Registration, users should also set up the Variables tab. See the section on 'State Media for Local Filing' for more details. \\ \\
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*If the Local 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 for a state, the State Information Code RS record will be generated along with the Local information.
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*If the Local requires its own format, the ‘W2 State Media Filing’ variable should be set to ‘03’
*Then when [RPYEU] is run and the client selects to generate ‘Local File format’, the client must also select the specific City or County, then the Local file format will be generated
%%information NOTE: This feature requires specific program logic for each Local, please check with Support to see if the local is supported.%%
On the IDGV form, Variables tab, the W2 State Media Filing variable can be defined (optional) to indicate if this Local requires to be filed with magnetic media on a W2 File.
*W2 STATE MEDIA FILING
*W2 TAX TYPE CODE
*W2 TAXING ENTITY
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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
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;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'
The ‘W2 State Media Filing’ values are:
||Value||Description
|00|Not Required to File Magnetic Media
|01|Include Local Federal Code RS records in the Federal File format. \\ \\If the Local information is to be reported along with the Federal Code RS information, users should set the W2 State Media Filing variable to ‘01’ for this Local. \\ \\When RPYEU is run, the State Code RS records will be generated along with the Local information.
|02|Include Local State Code RS records in the State File format. \\ \\If the Local information is to be reported along with the State Code RS information, users should set the W2 State Media Filing variable to ‘02’ for this Local.\\ \\When RPYEU is run, the State Code RS records will be generated along with the Local information.
|03|Local requires its own File, do not include other Local information in the File. \\ \\If the Local requires its own format, users should set the W2 State Media Filing variable to ‘03’ for this Local. \\ \\When the RPYEU process is run and a user selects to generate Local File format, the users must also select the specific City or County and the Local file format will be generated. \\ \\__NOTE:__ This feature requires specific program logic for each Local. Please check with High Line to ensure the Local is supported.
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*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 W2 State Media Filing is defined for a Local, the IDGV Variables tab must be set up for:
1. W2 TAX TYPE CODE should contain one of the following values:
*C-City Income Tax
*D-School District Income Tax
*E-County Income Tax
2. W2 TAXING ENTITY must be set up to define the Taxing Entity Code for each Local. Example:\\
*Ohio Cleveland would be 200. Refer to Cleveland filing requirement
*Indiana would be defined with the County Code provided by Indiana
\\ \\
At line 258 changed 2 lines
*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
__School Level:__\\
The School Registration must be defined on the IDGV form for the School in order for the school tax to be reported. \\ \\
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*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
When the School Registration is defined, the IDGV Variables tab should be set up with:
*W2 STATE MEDIA FILING
*W2 TAX TYPE CODE
*W2 TAXING ENTITY
At line 264 removed 2 lines
*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.%%
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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
*The ‘W2 State Media Filing’ values are:
||Value||Description
|00|Not Required to File Magnetic Media
|01|Include School Code RS records in the Federal File format. \\ \\If the School information is to be reported along with the Federal Code RS information, users should set the W2 State Media Filing variable to ‘01’ for this Local.\\ \\When RPYEU is run, the State Code RS records will be generated along with the School information.
|02|Include School Code RS record in the State File format. \\ \\If the School information is to be reported along with the State Code RS information, users should set the W2 State Media Filing variable to ‘02’ for this Local.\\ \\Then when RPYEU is run, the State Code RS records will be generated along with the School information.
|03|School requires its own File, do not include other Local information in the File.\\ \\If the School requires its own format, users should set the W2 State Media Filing variable to ‘03’ for this Local. \\ \\NOTE: This feature requires specific program logic for each Local. Please check with High Line to ensure the Local is supported.
At line 296 added 5 lines
When the W2 State Media Filing’ is defined, the IDGV Variables tab should be set up with:
*W2 TAX TYPE CODE: E – School District Income Tax
*W2 TAXING ENTITY: The five character School District code
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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.
When running RPYEU with the Calendar Type defined as ‘Q’ for a quarter, each State must be set up with the US SUI Regist. The last digit of US SUI Regist Registration type must match the last digit of US State Regist Registration type. \\
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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].
*For example, if ‘QTR Penalty is $590.26; then enter ‘590.26’ in the ‘QTR Penalty’ field in the [IDGV Variables|IDGV#VariablesTab] tab.
Example:
If Registration Type is defined as US State Regist 1, then:
*SUI Registration Type must be US SUI Regist 1
\\ \\
If Registration Type is defined as US State Regist 2, then:
*SUI Registration Type must be US SUI Regist 2
\\ \\
According to each State’s quarterly filing format, some States may require to submit Taxes Due, Previous Underpayment, etc. For each quarter, users must define the IDGV Variables tab for these quarterly amounts with the proper US SUI Regist, prior to running RPYEU.
Example: If the QTR Penalty is $590.26; then enter ‘590.26’ in the 'QTR Penalty' field on the [IDGV Variables|IDGV#VariablesTab] tab.
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 form must also be setup, including the SUI maximum base amount, SUI ER rate, etc..%%
At line 280 changed one line
Define SUI Registration, the ‘US SUI Regist 1’ Registration Type must be defined for the state in order to run the UI report file.
__Define SUI Registration__\\
The ‘US SUI Regist 1’ Registration Type must be defined for the State in order to run the UI report file.
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*The ‘W2 Taxing Entity’ entry in the [Variables|IDGV#VariablesTab] tab of the US SUI Registration screen is used to populate the ‘Taxing Entity Code’ column in the State Record for Quarterly UI Wage reporting.
*The ‘W2 Taxing Entity’ entry in the [Variables|IDGV#VariablesTab] tab of the US SUI Registration form is used to populate the ‘Taxing Entity Code’ column in the State Record for Quarterly UI Wage reporting.
At line 285 changed 5 lines
Define ‘US SDI Registration’ for each state, if required (such as in California).
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
Define the ‘US SDI Registration’ for each State, if required, such as in California.
Enter the California State Employer Account Number (SEAN) for SDI in the ‘Regist #’ field, if applicable.
||Variable||Description
|W2 STATE MEDIA FILING|Enter ‘02’ to generate the 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 your organization is registered with the Department as a branch coded Employer, enter the three character branch code\\ \\If not applicable, ‘000’ should be entered.
At line 293 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:
To report the Ohio City tax, [IDGV] The [IDGV Variables|IDGV#VariablesTab] tab must be set up for ‘US Local Registration 1’ for each city, in the Jurisdiction field:
At line 333 added 4 lines
||Variable||Description
|W2 STATE MEDIA FILING|Must be set to ‘03’ to generate City tax information in the ocal File format
|W2 TAX TYPE CODE|Must be set to ‘C’ for City Tax
|W2 TAXING ENTITY|Enter the City Code for the State, if required, such as Ohio
At line 296 removed 5 lines
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 302 changed 7 lines
[IPUTR] screen holds all US Tax Rates that are generated by [Symmetry] Tax Engine.
If [IMST] site preference US TAX SERIES = 1, this means the [Symmetry] Tax Engine is used for US Taxation.
*Symmetry Tax Engine allows users to load in US tax rates into [IPUTR] screen with the [UPUTR] load process for Federal and States tax rates by effective date
*the Annual and Quarterly reporting of [RPYEU] will retrieve the US tax rates from [IPUTR] according to [RPYEU] parameter ‘Period End Date’
* e.g. on April 30, user runs RPYEU for Q1 that ends on March 31, therefore RPYEU Period End Date = ‘Mar-31-2013’, As Of Date = ‘Apr-30-2013’, in this case, IPUTR Tax rates are retrieved for Period End Date ‘Mar-31-2013’
*users have the ability to override [IPUTR] Tax Rates or Wage Base on [IPUTR] screen with ‘Override Tax Rate’ or ‘Override Wage Base’
*users also have the ability to override [IPUTR] Tax Rates or Wage Base on [IDGV] screen by Government Registrations , therefore if [IDGV] has a specific entry with ‘Govt Rate Type’ that overrides the Tax Rate or Wage Base amount, then this [IDGV] entry is used
The [IPUTR] forms holds all of the US Tax Rates that are generated by the [Symmetry] Tax Engine.
If the [IMST] site preference US TAX SERIES is set to 1, this means the [Symmetry] Tax Engine is used for US Taxation.
*The Symmetry Tax Engine allows users to load the US tax rates into the [IPUTR] form with the [UPUTR] load process, for Federal and State tax rates by effective date.
*The Annual and Quarterly reporting of [RPYEU] will retrieve the US tax rates from [IPUTR] according to the [RPYEU] ‘Period End Date’ parameter.
** Example: On April 30, a user runs RPYEU for Q1 that ends on March 31, therefore the RPYEU Period End Date = ‘Mar-31-2017’ and the As Of Date = ‘Apr-30-2017’. In this case, the IPUTR Tax rates are retrieved for the Period End Date ‘Mar-31-2017’
*Users can override the [IPUTR] Tax Rates or Wage Base on the [IPUTR] form be defining the ‘Override Tax Rate’ or ‘Override Wage Base’ fields.
*Users can also override the [IPUTR] Tax Rates or Wage Base on the [IDGV] form by Government Registrations. Therefore if [IDGV] has a specific entry with the ‘Govt Rate Type’ that overrides the Tax Rate or Wage Base amount, then this [IDGV] entry is used.
At line 310 changed one line
!The following IPUTR entries are retrieved by RPYEU
__The following IPUTR entries are retrieved by RPYEU__\\
At line 312 changed 7 lines
*Federal level:
**00-000-0000-ER_FICA-000 - the Wage Base is retrieved
*** this Wage Base is used to report the Annual Maximum Wage Base on W2
*State level:
**XX-000-0000-ER_SUTA-000 - the Tax Rate and Wage Base are retrieved, where XX is the FIPS code of each State
*** these ER_SUTA Tax Rate and Wage Base are used to calculate SUI Excess Wages and SUI Taxable Wages for quarterly reporting
*** if [IDGV] entry exists with ‘Govt Rate Type’ = ‘US SUI ER Rate’ or ‘US SUI Max Base Amt’, then this IDGV entry is used, otherwise [IPUTR] entry is used
[Federal level|]:
*00-000-0000-ER_FICA-000: the Wage Base is retrieved. This Wage Base is used to report the Annual Maximum Wage Base on the W2 form \\ \\
At line 352 added 5 lines
[State level|]:
*XX-000-0000-ER_SUTA-000: the Tax Rate and Wage Base are retrieved, where XX is the FIPS code for each State
** The ER_SUTA Tax Rate and Wage Base are used to calculate SUI Excess Wages and SUI Taxable Wages for quarterly reporting
** If the [IDGV] ‘Govt Rate Type’ = ‘US SUI ER Rate’ or ‘US SUI Max Base Amt’, then the IDGV entry is used, otherwise the [IPUTR] entry is used.
At line 321 changed 2 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].%%
The ‘Field Variable’ column must be set up on [IDFDV] for the Form Definition that is being used for the [RPYEU] reporting. The following example shows what could be setup in that column.
%%Information: Note that all the other columns are all predefined on the [IDFD] form and can not be changed on [IDFDV].%% \\
At line 327 changed one line
|1040|TRAN ADDRESS|Transmitter Address|Transmittal|TRAN ADDRESS|Constant|100 WOODBINE AVENUE
|1040|TRAN ADDRESS|Transmitter Address|Transmittal|TRAN ADDRESS|Constant|145 RENFREW DRIVE
At line 331 changed 2 lines
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].%%
If City tax applies, [IDFDV] must be set up. The following example shows a sample setup for the ‘Field Variable' column.
%%Information Note that all the other columns are all predefined on the [IDFD] form and can not be changed on [IDFDV].%%
At line 340 changed 5 lines
*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
*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 347 changed one line
__Definition for file HL$US-W2-ccyy (Mandatory for all Quarterly Report Filers)__
__Definition for file HL$US-W2-YYYY (Mandatory for all Quarterly Report Filers)__
At line 349 changed 2 lines
;IDFD FORM:HL$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
;IDFD FORM:HL$US-W2-YYYY: Supplied, where ‘YYYY’ denotes the tax reporting year
;IDFD FORM TYPE:US EFW2 definition: Defines the W2 definition is for the EFW2 filing format
At line 352 changed 166 lines
||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
|| || || || ||
|2000|W2-ER-EIN|Employer Identification Number|Data Base Column|DGV.GOVT_REGIST_NUMBER
|2010|W2-ER-NAME|Employer Name|Data Base Column|DED.ENTITY_NAME
|2020|W2-ER-LOCN-ADDR|Employer Location Address|Data Base Column|Enter employer’s location address (i.e. Attention, Suite, Room Num etc. use DLN.ADDRESS_LINE_1 or DLN.ADDRESS_LINE_2)
|2030|W2-ER-DELIV-ADDR|Employer Delivery Address|Data Base Column|Enter employer’s delivery address (i.e. Street or Post Office Box, use DLN.ADDRESS_LINE_1 or DLN.ADDRESS_LINE_2)
|2040|W2-ER-CITY|Employer City|Data Base Column|Enter employer’s city DLN. LOCALITY
|2050|W2-ER-STATE|Employer State Abbrev|Data Base Column|Enter employer’s State abbreviation
|2060|W2-ER-ZIP|Employer ZIP Code|Data Base Column|Enter employer’s ZIP Code DLN.ZIP_POSTAL
|2070|W2-ER-ZIP-EXT|Employer ZIP Extension|Data Base Column|Enter employer’s ZIP Code DLN.ZIP_POSTAL, use derivation expression substr(~,6) for ZIP extension
|2080|W2-ER-F-STATE|Employer foreign State/province|Data Base Column or Constant|Enter Employer foreign state
|2090|W2-ER-F-POSTAL|Employer foreign postal code|Data Base Column or Constant|Enter Employer foreign state
|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|
|| || || || ||
|2500|W2-EE-SSN|Employee Social Security Number|Data Base Column|EID.GOVERNMENT_CODE
|2510|W2-EE-FIRST-NAME|Employee First Name|Data Base Column|EID.FIRST_NAME
|2520|W2-EE-MIDDLE|Employee Middle Name|Data Base Column|EID.MIDDLE_NAME
|2530|W2-EE-LAST-NAME|Employee Last Name|Data Base Column|EID.LAST_NAME
|2540|W2-EE-SUFFIX|Employee Suffix Name|Data Base Column|EID.RANK with derivation expression Decode(~,’01’,’JR’,’02’,’SR’,NULL)
|2600|W2-EE-LOCN-ADDR|Employee Location Address|Data Base Column|Enter employee’s location address (i.e. Attention, Suite, Room Num etc., use EPS.ADDRESS_LINE_1 or EPS.ADDRESS_LINE_2)
|2610|W2-EE-DELIV-ADDR|Employee Delivery Address|Data Base Column|Enter employee’s delivery address (i.e. Street or Post Office Box, use EPS.ADDRESS_LINE_1 or EPS.ADDRESS_LINE_2)
|2620|W2-EE-CITY|Employee City|Data Base Column|Enter employee’s city EPS.LOCALITY
|2630|W2-EE-STATE|Employee State Abbrev|Data Base Column|Enter employee’s State abbreviation DSP.STATE_PROVINCE_CODE
|2640|W2-EE-ZIP|Employee ZIP Code|Data Base Column|Enter employee’s ZIP Code EPS.ZIP_POSTAL
|2650|W2-EE-ZIP-EXT|Employee ZIP Extension|Data Base Column|Enter employee’s ZIP Code EPS.ZIP_POSTAL-use derivation expression substr(~,6) for ZIP extension
|2660|W2-EE-F-STATE|Employee foreign State/province|Data Base Column or Constant|Enter Employee foreign state
|2670|W2-EE-F-POSTAL|Employee foreign postal code|Data Base Column or Constant|Enter Employee foreign postal code
|2680|W2-EE-COUNTRY|Employee country if applicable|Constant|Enter Employee country if applicable
|2800|W2-CONTROL-PRT|Print Control Number on Form|Constant|
|2810|W2-CONTROL-NUM|Control Number on Form|Data Base Column|Person Code
|2900|W2-EXCLUDE-EE|Exclude Employee|Data Base Column|Enter your company data
|| || || || ||
|3000|W2-FIT-WAGE|Wages, Tips, Other Compensation|Element|W2-BOX-01
|3010|W2-FIT-TAX|Federal Income Tax Withheld|Element|W2-BOX-02
|3020|W2-SSN-WAGE|Social Security Wages|Element|W2-BOX-03,- use derivation expression LEAST(~,80400.00) for year 2001 max
|3030|W2-SSN-TAX|Social Security Tax Withheld|Element|W2-BOX-04,- use derivation expression LEAST(~,4984.80) for year 2001 max
|3040|W2-MEDI-WAGE|Medicare Wages and Tips|Element|W2-BOX-05
|3050|W2-MEDI-TAX|Medicare Tax Withheld|Element|W2-BOX-06
|3060|W2-SSN-TIP|Social Security Tips|Element|W2-BOX-07
|3070|W2-ALLOC-TIP|Allocated Tips|Element|W2-BOX-08
|3080|W2-EIC|Advanced EIC Credit|Element|W2-BOX-09
|3090|W2-DEP-CARE|Dependent Care Benefit|Element|W2-BOX-10
|3100|W2-NQUAL|Non Qualified Plans|Element|W2-BOX-11
|3102|W2-NQUAL-457|Non Qualified Plans Sect 457|Element|W2-BOX-11-457
|3104|W2-NQUAL-N457|Non Qualified Plans Not Sect 457|Element|W2-BOX-11-N457
|| || || || ||
|4000|W2-CODE-A|Un-collect SSA/RRTA tax on tips|Pay Component|Enter your company data
|4010|W2-CODE-B|Un-collect Medicare tax on tips|Pay Component|Enter your company data
|4020|W2-CODE-C|Group Term Life Ins > 50000|Pay Component|Enter your company data
|4030|W2-CODE-D|Deferred 401(k) cash|Pay Component|Enter your company data
|4040|W2-CODE-E|Deferred 401(b) Salary reduction|Pay Component|Enter your company data
|4050|W2-CODE-F|Deferred 408(k)(6) Salary reduction|Pay Component|Enter your company data
|4060|W2-CODE-G|Deferred 457(b) compensation|Pay Component|Enter your company data
|4070|W2-CODE-H|Deferred 501(c)18(D) tax exempt|Pay Component|Enter your company data
|4080|W2-CODE-J|Non taxable sick pay|Pay Component|Enter your company data
|4090|W2-CODE-K|20% excise parachute payment|Pay Component|Enter your company data
|4100|W2-CODE-L|EE business expense reimbursement|Pay Component|Enter your company data
|4110|W2-CODE-M|Un-collect SSA/RRTA group ins|Pay Component|Enter your company data
|4120|W2-CODE-N|Un-collect Medicare group insurance|Pay Component|Enter your company data
|4130|W2-CODE-P|Moving expense|Pay Component|Enter your company data
|4140|W2-CODE-Q|Military compensation|Pay Component|Enter your company data
|4150|W2-CODE-R|Employer Contribution to MSA|Pay Component|Enter your company data
|4160|W2-CODE-S|Salary reduction to 408(p)|Pay Component|Enter your company data
|4170|W2-CODE-T|Adoption benefits|Pay Component|Enter your company data
|4180|W2-CODE-V|Income of nonstat stock option|Pay Component|Enter your company data
|4190|W2-CODE-W|ER cont. to Health Savings Acct|Pay Component|Enter your company data
|4200|W2-CODE-Y|Deferrals 409A Non-qualify plan|Pay Component|Enter your company data
|4210|W2-CODE-Z|Income 409A Non-qualify plan|Pay Component|Enter your company data
|4220|W2-CODE-AA|Roth Contribution 401(k)|Pay Component|Enter your company data
|4230|W2-CODE-BB|Roth Contribution 403(b)|Pay Component|Enter your company data
|4240|W2-CODE-CC|HIRE Act Wages|Pay Component|Enter your company data
|4250|W2-CODE-DD|ER sponsored Health Coverage|Pay Component|Enter your company data
|4260|W2-CODE-EE|Roth Contribution 457(b)|Pay Component|Enter your company data
|| || || || ||
|5000|W2-OTHER-01|Your company description|Pay Component|Enter your company data
|5nnn|W2-OTHER-02/19|Your company description|Pay Component|Enter your company data
|5190|W2-OTHER-20|Your company description|Pay Component|Enter your company data
|| || || || ||
|5500|W2-USER-01|User Amount|Pay Component|Enter your company data
|5xxx|W2-USER-02/19|User Amount|Pay Component|Enter your company data
|5690|W2-USER-20|User Amount|Pay Component|Enter your company data
|| || || || ||
|5700|W2-HL-01|HL Reserved Amount|Pay Component|Enter your company data
|57yy|W2-HL-02/19|HL Reserved Amount|Pay Component|Enter your company data
|5790|W2-HL-20|HL Reserved Amount|Pay Component|Enter your company data
|| || || || ||
|6000|W2-STAT-EE|Statutory employee|Statistics|Enter your company data
|6020|W2-RETIRE-PLAN|Retirement plan employee|Statistics|Enter your company data
|6060|W2-3PARTY-SICK|Third-party sick pay|Statistics|Enter your company data
|| || || || ||
|6500|W2-SCHL-WAGE|School Taxable Wages|Element|W2-SCHL-WAGE
|6510|W2-SCHL-TAX|School Tax|Element|W2-SCHL-TAX
|| || || || ||
|7000|W2-STATE-CODE|State Code|Data Base Column|DSP.STATE_PROVINCE_CODE
|7010|W2-STATE-REGIST|State Registration I.D. No|Data Base Column|DGV.GOVT_REGIST_NUMBER
|7020|W2-STATE-WAGE-HO|State Wages and Tips (Home State)|Element|W2-STATE-WAGE-H
|7030|W2-STATE-WAGE-WO|State Wages and Tips (Work State)|Element|W2-STATE-WAGE-W
|7040|W2-STATE-TAX-HOM|State Income Tax (Home State)|Element|W2-STATE-TAX-H
|7050|W2-STATE-TAX-WOR|State Income Tax (Work State)|Element|W2-STATE-TAX-W
|| || || || ||
|7200|W2-SUI-WAGE-EE|State SUI Wages (Employee)|Element|W2-SUI-WAGE-EE
|7210|W2-SUI-WAGE-ER|State SUI Wages (Employer)|Element|W2-SUI-WAGE-ER
|7220|W2-SUI-TAX-EE|SUI Tax (Employee contribution)|Element|W2-SUI-TAX-EE
|7230|W2-SUI-TAX-ER|State SUI Tax (Employer contribution)|Element|W2-SUI-TAX-ER
|7240|W2-SDI-WAGE-EE|State SDI Wages (Employee)|Element|W2-SDI-WAGE-EE
|7250|W2-SDI-WAGE-ER|State SDI Wages (Employer)|Element|W2-SDI-WAGE-ER
|7260|W2-SDI-TAX-EE|State SDI Tax (Employee contribution)|Element|W2-SDI-TAX-EE
|7270|W2-SDI-TAX-ER|State SDI Tax (Employer contribution)|Element|W2-SDI-TAX-ER
|7280|W2-SUI-HRS-WRK|Regular Hours|Element|
|7500|W2-TIP-WAGE-WORK|Work State Tip Wages|Element|
|7510|W2-ST-TIP-WORK|Work State Tips|Element|
|7600|W2-WC-WORK|Workers Compensation Contribution|Element|
|| || || || ||
|8000|W2-CNTY-NAME|County Name|Data Base Column|DCN.COUNTY_NAME
|8010|W2-CN-WAGE-HOME|County Wages (Home County)|Element|W2-CNTY-WAGE-H
|8020|W2-CN-WAGE-WORK|County Wages (Work County)|Element|W2-CNTY-WAGE-W
|8030|W2-CN-TAX-HOME|County Tax (Home County) Element|Element|W2-CNTY-TAX-H
|8040|W2-CN-TAX-WORK|County Tax (Work County) Element|Element|W2-CNTY-TAX-W
|| || || || ||
|8500|W2-CITY-NAME|City Name|Data Base Column|DTX.JURISDICTION_NAME
|8510|W2-CI-WAGE-HOME|City Wages (Home City)|Element|W2-CITY-WAGE-H
|8520|W2-CI-WAGE-WORK|City Wages (Work City)|Element|W2-CITY-WAGE-W
|8530|W2-CI-TAX-HOME|City Tax (Home City)|Element|W2-CITY-TAX-H
|8540|W2-CI-TAX-WORK|City Tax (Work City)|Element|W2-CITY-TAX-W
__NOTE: Fields marked with an asterisk (*) are mandatory.__
IDFD FORM: HL$US-W2-2016 - system supplied
IDFD FORM TYPE: US W2 EFW2 - defines the W2 definition for EFW2 filing format
At line 519 changed 2 lines
!IDFDV Mailing Address Set Up
*For Employer and Employee Address, the primary address or the mailing address may be used for reporting. i.e. derived from [IDFDV].
;Form Code ‘HL$US-W2-2016’ Identifiers:
||Field Identifier||Description||Suggested Field Source||Suggested Variable
|* SUB-ER-EIN|Submitter’s Employer EIN|Constant|9 character EIN
|* SUB-USER-ID|Submitter User Identification|Constant|8 character User ID assigned to the employee who is attesting to the accuracy of the file
|SUB-RESUB-IND|Resubmitt Indicator|Constant|Enter 1 if file is resubmitted, otherwise 0
|SUB-RESUB-WFID|Resubmitt SSA WFID from notice|Constant|If resubmitted, enter SSA WFID from notice
|SUB-VENDOR|Software Vendor Code|Constant|Enter your company data
|SUB-SOFTWARE|Submitter Software Code|Constant|Enter your company data
|SUB-COMP-NAME|Company Name receive EFW2|Constant|Enter Company name who receives EFW2
|SUB-COMP-LOCN|Company Location Address|Constant|Enter company’s location address\\ such as Attention, Suite, Room # etc
|SUB-COMP-DELIV|Company Delivery Address|Constant|Enter company’s delivery address\\such as Street or Post Office Box
|SUB-COMP-CITY|Company’s City|Constant|Enter company’s city
|SUB-COMP-STATE|Company’s State Abbrev|Constant|Enter company’s State Abbreviation
|SUB-COMP-ZIP|Company’s ZIP Code|Constant|Enter company’s ZIP code
|SUB-COMP-ZIP-EXT|Company’s ZIP Code Extension|Constant|Enter company’s ZIP code extension
|SUB-COMP-F-STATE|Company’s foreign State/province|Constant|Enter company’s foreign State/Province
|SUB-COMP-F-POST|Company’s foreign postal code|Constant|Enter company’s foreign postal code
|SUB-COMP-COUNTRY|Company’s country if applicable|Constant|Enter company’s Country if applicable
|* SUB-SUBM-NAME|Submitter Organization Name|Constant|Organization Name to receive unprocessed data
|* SUB-SUBM-LOCN|Submitter Location Address|Constant|Enter submitter location address\\ such as Attention, Suite, Room # etc
|* SUB-SUBM-DELIV|Submitter Delivery Address|Constant|Enter submitter delivery address\\such as Street or Post Office Box
|* SUB-SUBM-CITY|Submitter City|Constant|Enter submitter city
|* SUB-SUBM-STATE|Submitter State Abbrev|Constant|Enter submitter State Abbreviation
|* SUB-SUBM-ZIP|Submitter ZIP Code|Constant|Enter submitter ZIP code
|SUB-SUBM-ZIP-EXT|Submitter ZIP Code Extension|Constant|Enter submitter ZIP code extension
|SUB-SUBM-F-STATE|Submitter foreign State/province|Constant|Enter submitter foreign State/Province
|SUB-SUBM-F-POST|Submitter foreign postal code|Constant|Enter submitter foreign postal code
|SUB-SUBM-COUNTRY|Submitter country if applicable|Constant|Enter submitter Country, if applicable
|* SUB-CONT-NAME|Contact name for SSA|Constant|Enter your company data
|* SUB-CONT-TEL|Contact telephone # for SSA|Constant|Enter your company data
|SUB-CONT-TEL-EXT|Contact telephone extension|Constant|Enter your company data
|* SUB-CONT-EMAIL|Contact e-mail address for SSA|Constant|Enter your company data
|SUB-CONT-FAX|Contact FAX phone # for SSA|Constant|Enter your company data
|SUB-CONT-METH|Preferred Contact method|Constant|MUST be BLANK
|SUB-PREPARER|Preparer Code|Constant|Enter your company data
|SUB-3RD-PARTY-SICK|Third-Party Sick Pay Indicator|Constant|Enter your company data
|SUB-3RD-PARTY-TAX|Income Tax Withheld by 3rd Party|Constant|Enter your company data
|W2-ER-AGENT-IND|Agent Indicator Code|Constant|Enter appropriate code, if applicable
|W2-ER-FOR-EIN|Agent for which EIN|Constant|If you are an agent, enter the EIN for which you are an agent for
|W2-ER-TERM-BUS|Terminating business indicator|Constant|Enter appropriate code from SSA
|W2-ER-ESTAB|Establishment Number|Constant|Further identify within EIN
|W2-ER-OTHER-EIN|Other EIN|Constant|Other EIN used
|* W2-ER-EIN|Employer Identification Number|Data Base Column|DGV.GOVT_REGIST_NUMBER
|* W2-ER-NAME|Employer Name|Data Base Column|DED.ENTITY_NAME
|W2-ER-LOCN-ADDR|Employer Location Address|Constant|Employer’s location address\\such as Attention, Suite, Room # etc.\\DLN.ADDRESS_LINE_2 or DLN.MAIL_ADDRESS_LINE_2\\ \\Enter the word MAIL or blank\\To use Primary address, leave this blank\\To use Mailing address, enter the word MAIL\\System will derive the complete primary or mailing address and store in the Address Identifiers.
|W2-ER-DELIV-ADDR|Employer Delivery Address|Constant|Employer’s delivery address\\such as Street or Post Office Box\\DLN.ADDRESS_LINE_1 or DLN.MAIL_ADDRESS_LINE_1\\ \\Enter blank, system derived
|W2-ER-CITY|Employer City|Constant|Employer’s city\\DLN.LOCALITY or DLN.MAIL_LOCALITY\\Enter blank, system derived
|W2-ER-STATE|Employer State Abbrev|Constant|Employer’s State abbreviation\\DSP.STATE_PROVINCE_CODE\\Enter blank, system derived
|W2-ER-ZIP|Employer ZIP Code|Constant|Employer’s ZIP Code\\DLN.ZIP_POSTAL or DLN.MAIL_ZIP_POSTAL\\Enter blank, system derived
|W2-ER-ZIP-EXT|Employer ZIP Extension|Constant|Employer’s ZIP Code\\DLN.ZIP_POSTAL or DLN.MAIL_ZIP_POSTAL\\Enter blank, system derived
|W2-ER-F-STATE|Employer foreign State/province|Constant|Employer foreign state/province or Constant\\Enter the word NAME or blank
|W2-ER-F-POSTAL|Employer foreign postal code|Constant|Enter Employer foreign postal code or Constant
|W2-ER-COUNTRY|Employer country if applicable|Constant|Enter Employer country\\Enter blank, system derived
|W2-ER-F-COUNTRY|Employer foreign country|Constant|Enter the word NAME, ISO or blank
|W2-ER-TAX-JURIS|Tax Jurisdiction Code|Constant |Enter appropriate code or null
|W2-EE-SSN|Employee Social Security Number|Data Base Column|EID.GOVERNMENT_CODE
|W2-EE-FIRST-NAME|Employee First Name|Data Base Column|EID.FIRST_NAME
|W2-EE-MIDDLE|Employee Middle Name|Data Base Column|EID.MIDDLE_NAME
|W2-EE-LAST-NAME|Employee Last Name|Data Base Column|EID.LAST_NAME
|W2-EE-SUFFIX|Employee Suffix Name|Data Base Column|EID.RANK with derivation expression\\Decode(~,’01’,’JR’,’02’,’SR’,NULL)
|W2-EE-LOCN-ADDR|Employee Location Address|Constant|Employee’s location address\\such as Attention, Suite, Room # etc\\ \\EPS.ADDRESS_LINE_2\\EPS.MAIL_ADDRESS_LINE_2\\\ \\Enter the word MAIL or blank\\To use Primary address, leave this blank.\\To use Mailing address, enter the word MAIL.\\System will derive the complete primary or mailing address and store in the Address Identifiers.
|W2-EE-DELIV-ADDR|Employee Delivery Address|Constant|Employee’s delivery address\\such as Street or Post Office Box\\ \\EPS.ADDRESS_LINE_2 or EPS.MAIL_ADDRESS_LINE_2\\ \\Enter blank, system derived
|W2-EE-CITY|Employee City|Constant|Employee’s city\\EPS.LOCALITY or EPS.MAIL_LOCALITY\\Enter blank, system derived
|W2-EE-STATE|Employee State Abbrev|Constant|Employee’s State abbreviation\\DSP.STATE_PROVINCE_CODE\\Enter blank, system derived
|W2-EE-ZIP|Employee ZIP Code|Constant|Employee’s ZIP Code\\EPS.ZIP_POSTAL or EPS.MAIL_ZIP_POSTAL\\Enter blank, system derived
|W2-EE-ZIP-EXT|Employee ZIP Extension|Constant|Enter employee’s ZIP Code\\EPS.ZIP_POSTAL or EPS.MAIL_ZIP_POSTAL\\Use derivation expression substr(~,6) for ZIP extension
|W2-EE-F-STATE|Employee foreign State/province|Constant|Employee foreign state/province or Constant\\Enter the word NAME or blank
|W2-EE-F-POSTAL|Employee foreign postal code|Constant|Employee foreign postal code\\Enter blank, system derived
|W2-EE-COUNTRY|Employee country if applicable|Constant|Enter Employee country\\Enter blank, system derived
|W2-EE-F-COUNTRY|Employer foreign country|Constant|Enter the word NAME or the word ISO or blank
|W2-CONTROL-PRT|Print Control Number on Form|Constant|Null, 0 – Do not print Control Number on W2 Form\\1 - Print Control Number as defined in W2-CONTROL-NUM Identifier\\2 - Print Control Number as defined from RPYEU ‘Sort Level By’ prompt\\3 - Print W2-CONTROL-NUM Identifier and Person Code\\4 - Print ‘Sort Level By’ prompt and Person Code\\5 - Print ‘Sort Level By’ prompt and W2-CONTROL-NUM Identifier\\6 - Print ‘Sort Level By’ prompt and W2-CONTROL-NUM Identifier and Person Code
|W2-CONTROL-NUM|Control Number on Form|Data Base Column|Enter your company data
|W2-EXCLUDE-EE|Exclude Employee|Data Base Column|Enter your company data
|W2-FIT-WAGE|Wages, Tips, Other Compensation|Element|W2-BOX-01
|W2-FIT-TAX|Federal Income Tax Withheld|Element|W2-BOX-02
|W2-SSN-WAGE|Social Security Wages|Element|W2-BOX-03\\Derivation expression LEAST(~,113700.00) may be used for year 2013 max\\ \\System verify Box 3 + Box 7 does not exceed annual max, otherwise issue message
|W2-SSN-TAX|Social Security Tax Withheld|Element|W2-BOX-04\\Derivation expression LEAST(~,7049.40)may be used for year 2013 max
|W2-MEDI-WAGE|Medicare Wages and Tips|Element|W2-BOX-05
|W2-MEDI-TAX|Medicare Tax Withheld|Element|W2-BOX-06
|W2-SSN-TIP|Social Security Tips|Element|W2-BOX-07
|W2-ALLOC-TIP|Allocated Tips|Element|W2-BOX-08
|W2-EIC|Advanced EIC Credit|Element|W2-BOX-09
|W2-DEP-CARE|Dependent Care Benefit|Element|W2-BOX-10
|W2-NQUAL|Non Qualified Plans|Element|W2-BOX-11
|W2-NQUAL-457|Non Qualified Plans Sect 457|Element|W2-BOX-11-457
|W2-NQUAL-N457|Non Qualified Plans Not Sect 457|Element|W2-BOX-11-N457
|W2-CODE-A|Uncollect SSA/RRTA tax on tips|Pay Component|Enter your company data
|W2-CODE-B|Uncollect Medicare tax on tips|Pay Component|Enter your company data
|W2-CODE-C|Group Term Life Ins > 50000|Pay Component|Enter your company data
|W2-CODE-D|Deferred 401(k) cash|Pay Component|Enter your company data
|W2-CODE-E|Deferred 401(b) Salary reduction|Pay Component|Enter your company data
|W2-CODE-F|Deferred 408(k)(6) Salary reduct|Pay Component|Enter your company data
|W2-CODE-G|Deferred 457(b) compensation|Pay Component|Enter your company data
|W2-CODE-H|Deferred 501(c)18(D) tax exempt|Pay Component|Enter your company data
|W2-CODE-J|Non taxable sick pay|Pay Component|Enter your company data
|W2-CODE-K|20% excise parachute payment|Pay Component|Enter your company data
|W2-CODE-L|Employee business expense reimburse|Pay Component|Enter your company data
|W2-CODE-M|Uncollect SSA/RRTA group ins|Pay Component|Enter your company data
|W2-CODE-N|Uncollect medicare group ins|Pay Component|Enter your company data
|W2-CODE-P|Moving expense|Pay Component|Enter your company data
|W2-CODE-Q|Nontaxable combat pay|Pay Component|Enter your company data (obsoleted since Tax Year 2012)
|W2-CODE-R|Employer Contrib to MSA|Pay Component|Enter your company data
|W2-CODE-S|Salary reduction to 408(p)|Pay Component|Enter your company data
|W2-CODE-T|Adoption benefits|Pay Component|Enter your company data
|W2-CODE-V|Income of nonstat stock opt|Pay Component|Enter your company data
|W2-CODE-W|ER contrib Health Saving Account|Pay Component|Enter your company data
|W2-CODE-Y|Deferrals 409A Nonqual plan|Pay Component|Enter your company data
|W2-CODE-Z|Income 409A Nonqual plan|Pay Component|Enter your company data
|W2-CODE-AA|Roth contrib 401(k)|Pay Component|Enter your company data
|W2-CODE-BB|Roth contrib 403(b)|Pay Component|Enter your company data
|W2-CODE-CC|HIRE exempt wages|Pay Component|Enter your company data
|W2-CODE-DD|ER sponsored Health Coverage|Pay Component|Enter your company data
|W2-CODE-EE|Roth Contribution 457(b)|Pay Component|Enter your company data
At line 522 changed 20 lines
||Field Identifier||Suggested Field Variable
|W2-ER-LOCN-ADDR|DLN.ADDRESS_LINE_2
|W2-ER-DELIV-ADDR|DLN.ADDRESS_LINE_1
|W2-ER-CITY|DLN.LOCALITY
|W2-ER-STATE|DSP.STATE_PROVINCE_CODE
|W2-ER-ZIP|DLN.ZIP_POSTAL
|W2-ER-ZIP-EXT|DLN.ZIP_POSTAL
|W2-ER-F-STATE|DSP.STATE_PROVINCE_CODE
|W2-ER-F-POSTAL|DLN.ZIP_POSTAL’ or null
|W2-ER-COUNTRY|DCO.COUNTRY_CODE’ or null
|| ||
|W2-EE-LOCN-ADDR|EPS.ADDRESS_LINE_2
|W2-EE-DELIV-ADDR|EPS.ADDRESS_LINE_1
|W2-EE-CITY|EPS.LOCALITY
|W2-EE-STATE|DSP.STATE_PROVINCE_CODE
|W2-EE-ZIP|EPS.ZIP_POSTAL
|W2-EE-ZIP-EXT|EPS.ZIP_POSTAL
|W2-EE-F-STATE|DSP.STATE_PROVINCE_CODE
|W2-EE-F-POSTAL|EPS.ZIP_POSTAL’ or null
|W2-EE-COUNTRY|DCO.COUNTRY_CODE’ or null
The values from W2-OTHER-01 to W2-OTHER-20 are printed on W2 Form Box 14.
||Field Identifier||Description||Suggested Field Source||Suggested Variable
|W2-OTHER-01|Your company description|Pay Component|Enter your company data
|W2-OTHER-nn|Your company description|Pay Component|Enter your company data
|W2-OTHER-20|Your company description|Pay Component|Enter your company data
At line 543 changed one line
If Mailing Address is used, the Identifiers ‘W2-ER-STATE’, ‘W2-ER-F-STATE ‘, ‘W2-ER-COUNTRY’ or for ‘W2-EE-STATE’, ‘W2-EE-F-STATE ‘, ‘W2-EE-COUNTRY’ must be set up to contain the word ‘MAIL’ as Constant so that the program can pick up the Mailing State and Country for the address. This is because the DSP and DCO cannot be distinguished if the Mailing Address or primary address has been used.
Please enter Box 14 Description in the Prompt field in format of 14-xxxxxxx.
At line 545 changed 20 lines
||Field Identifier||Suggested Field Variable
|W2-ER-LOCN-ADDR|DLN.MAIL_ADDRESS_LINE_2
|W2-ER-DELIV-ADDR|DLN.MAIL_ADDRESS_LINE_1
|W2-ER-CITY|DLN.MAIL_LOCALITY
|W2-ER-STATE|Constant ‘MAIL’
|W2-ER-ZIP|DLN.MAIL_ZIP_POSTAL
|W2-ER-ZIP-EXT|DLN.MAIL_ZIP_POSTAL
|W2-ER-F-STATE|Constant ‘MAIL’
|W2-ER-F-POSTAL|DLN.MAIL_ZIP_POSTAL’ or null
|W2-ER-COUNTRY|Constant ‘MAIL’
|| ||
|W2-EE-LOCN-ADDR|EPS.MAIL_ADDRESS_LINE_2
|W2-EE-DELIV-ADDR|EPS.MAIL_ADDRESS_LINE_1
|W2-EE-CITY|EPS.MAIL_LOCALITY
|W2-EE-STATE|Constant ‘MAIL’
|W2-EE-ZIP|EPS.MAIL_ZIP_POSTAL
|W2-EE-ZIP-EXT|EPS.MAIL_ZIP_POSTAL
|W2-EE-F-STATE|Constant ‘MAIL’
|W2-EE-F-POSTAL|EPS.MAIL_ZIP_POSTAL’ or null
|W2-EE-COUNTRY|Constant ‘MAIL’
The values from W2-USER-01 to W2-USER-20 are used by CLIENTS only, the values are not printed on the W2 form or file. These identifiers are used to obtain amounts to show on the RPYEU Summary report. Example: 125 plan, 401 plan, benefit amounts, or employer portion of certain employee contribution etc.
||Field Identifier||Description||Suggested Field Source||Suggested Variable
|W2-USER-01|Your company description|Pay Component|Enter your company data
|W2-USER-nn|Your company description|Pay Component|Enter your company data
|W2-USER-20|Your company description|Pay Component|Enter your company data
At line 566 changed one line
The derivation expression ‘REPLACE('MAIL',~)’ does not need to be set up, please remove any derivation expression
The values from W2-HL-01 to W2-HL-10 are used by High Line only. These identifiers are used to obtain amounts to show on RPYEU Summary report or for other purposes. These are reserved areas for High Line to define additional new variables that are not available or defined when the programming is done. If needed, High Line will give instructions for users to set these up.
||Field Identifier||Description||Suggested Field Source||Suggested Variable
|W2-HL-01|High Line defined description|Pay Component|Enter your company data
|W2-HL-nn|High Line defined description|Pay Component|Enter your company data
|W2-HL-10|High Line defined description|Pay Component|Enter your company data
|| || || ||
|W2-STAT-EE|Statutory employee|Statistics|Enter your company data
|W2-RETIRE-PLAN|Retirement plan employee|Statistics|Enter your company data
|W2-3PARTY-SICK|Third-party sick pay|Statistics|Enter your company data
|| || || ||
|W2-SCHL-WAGE|School Taxable Wages|Element|W2-SCHL-WAGE
|W2-SCHL-TAX|School Tax|Element |W2-SCHL-TAX
|| || || ||
|W2-STATE-CODE|State Code|Data Base Column|DSP.STATE_PROVINCE_CODE
|W2-STATE-REGIST|State Registration I.D. No|Data Base Column|DGV.GOVT_REGIST_NUMBER
|W2-STATE-WAGE-HOME|State Wages and Tips (Home State)|Element|W2-STATE-WAGE-H
|W2-STATE-WAGE-WORK|State Wages and Tips (Work State)|Element|W2-STATE-WAGE-W
|W2-STATE-TAX-HOME|State Income Tax (Home State)|Element|W2-STATE-TAX-H
|W2-STATE-TAX-WORK|State Income Tax (Work State)|Element|W2-STATE-TAX-W
|| || || ||
|W2-SUI-WAGE-EE|State SUI Wages (Employee)|Element|W2-SUI-WAGE-EE
|W2-SUI-WAGE-ER|State SUI Wages (Employer)|Element|W2-SUI-WAGE-ER
|W2-SUI-TAX-EE|State SUI Tax (Employee contribution)|Element|W2-SUI-TAX-EE
|W2-SUI-TAX-ER|State SUI Tax (Employer contribution)|Element|W2-SUI-TAX-ER
|W2-SDI-WAGE-EE|State SDI Wages (Employee)|Element|W2-SDI-WAGE-EE
|W2-SDI-WAGE-ER|State SDI Wages (Employer)|Element|W2-SDI-WAGE-ER
|W2-SDI-TAX-EE|State SDI Tax (Employee contribution)|Element|W2-SDI-TAX-EE
|W2-SDI-TAX-ER|State SDI Tax (Employer contribution)|Element|W2-SDI-TAX-ER
|W2-SUI-HRS-WRK|SUI Hours Worked|Element|W2-SUI-HRS-WORK
|W2-SUI-WK-WRK|SUI Weeks Worked (From User)|Element|W2-SUI-WK-WORK
|W2-SUI-WEEKS-WRK|SUI Weeks Worked (Derived)|Not specified|System Derived, no need to set up
|W2-SUI-TAXABLE-WAGES|SUI Taxable Wages|Not specified|System Derived, no need to set up
|W2-SUI-EXCESS-WAGES|SUI Excess Wages|Not specified|System Derived, no need to set up
|W2-SUI-MTH1-WORK|SUI Worked on 12th day of mth 1|Not specified|System Derived, no need to set up
|W2-SUI-MTH2-WORK|SUI Worked on 12th day of mth 2|Not specified|System Derived, no need to set up
|W2-SUI-MTH3-WORK|SUI Worked on 12th day of mth 3|Not specified|System Derived, no need to set up
|W2-TIP-WAGE-WORK|Work State Tips Wages |Element|Tips Wages for each State
|W2-ST-TIP-WORK|Work State Tips|Pay Component|Tips for each State
|W2-WC-WORK|Workers Compensation Contribution|Element|W2-WC-WORK
|| || || ||
|W2-CNTY-NAME|County Name|Data Base Column|DCN.COUNTY_NAME
|W2-CN-WAGE-HOME|County Wages (Home County)|Element|W2-CNTY-WAGE-H
|W2-CN-WAGE-WORK|County Wages (Work County)|Element|W2-CNTY-WAGE-W
|W2-CN-TAX-HOME|County Tax (Home County)|Element|W2-CNTY-TAX-H
|W2-CN-TAX-WORK|County Tax (Work County)|Element|W2-CNTY-TAX-W
|| || || ||
|W2-CITY-NAME|City Name |Data Base Column|DTX.JURISDICTION_NAME
|W2-CI-WAGE-HOME|City Wages (Home City)|Element|W2-CITY-WAGE-H
|W2-CI-WAGE-WORK|City Wages (Work City)|Element|W2-CITY-WAGE-W
|W2-CI-TAX-HOME|City Tax (Home City)|Element|W2-CITY-TAX-H
|W2-CI-TAX-WORK|City Tax (Work City)|Element|W2-CITY-TAX-W
At line 568 changed one line
If the Mailing addresses are used in the [IDFDV] set up, and the Mailing Addresses are not set up, the Primary Addresses will be used
For California SDI reporting, there are two options to print SDI on W2 forms:
#For California, if [IDFDV] Identifier Seq 7260 W2-SDI-TAX-EE is not zero, then Box 19 will print the employee SDI contribution and Box 20 will print the description ‘CASDI’ (This option is only available to clients who are running the W2 report in Oracle, it is not available to clients running W2 in the Windard platform).
#For California, if [IDFDV] Identifier Seq 7260 W2-SDI-TAX-EE is not set up, Box 14 can be set up to print ‘CASDI’ and the SDI amount.
!IDFDV – Employer Primary Address and Mailing Address
*In order to use the Employer Primary Address, Identifiers 2020 – 2070 do not need to be set up. Leave these Identifiers blank and the system will use the Primary Address as the default
*In order to use the Employer Mailing Address, the following Identifiers need to be defined:
At line 570 changed 3 lines
__Definition for file HL$US-QTY-20yy (Mandatory for Filers NOT using the EFW2 Reporting Format)__
;IDFD FORM:HL$US-QTR-2012- supplied, file name remains the same for year 2011 onwards
;IDFD FORM TYPE:US UI Quarterly definition - indicate the QTR definition is for Non EFW2 filing format
||Seq||Field Identifier||Description||Field Variable
|2020|W2-ER-LOCN-ADDR|Employer Location Address|MAIL
|2030|W2-ER-DELIV-ADDR|Employer Delivery Address|blank
|2040|W2-ER-CITY|Employer City|blank
|2050|W2-ER-STATE|Employer State Abbrev|blank
|2060|W2-ER-ZIP|Employer Zip Code|blank
|2070|W2-ER-ZIP-EXT|Employer Zip Code Extension|blank
|2100|W2-ER-COUNTRY|Employer country|blank
At line 574 changed 15 lines
||Seq||Field Identifier||Description||Suggested Source||Suggested Variable
|1010|TRAN EIN|Transmitter EIN|Constant|Transmitter 9 characters EIN
|1020|TRAN ADDR IND|Trans Foreign Address Indicator|Constant|Blank if not Foreign Transmitter
|1030|TRAN NAME|Transmitter Name|Constant|Enter transmitter name
|1040|TRAN ADDRESS|Transmitter Address|Constant|Enter transmitter address
|1050|TRAN CITY|Transmitter City|Constant|Enter transmitter city
|1060|TRAN STATE|Transmitter State|Constant|Enter transmitter state abbreviation
|1070|TRAN ZIP EXTN|Transmitter ZIP code extension|Constant|Transmitter ZIP extension, including the hyphen.
|1080|TRAN ZIP CODE|Transmitter ZIP code|Constant|Transmitter ZIP code
|1090|TRAN CONTACT|Transmitter Contact Person|Constant|Name of Contact Person
|1100|TRAN CONTACT PHON|Contact Phone Extension|Constant|Phone Number of Contact Person
|1110|TRAN CONTACT EXTN|Contact Phone Extension |Constant|Contact Phone extension
|1120|TRAN MEDIA NUMBE|Transmitter Media Number|Constant|Media Number as assigned
|1130|EMPLOYER SEAN|Employer SEAN (Ohio)|Constant|Phone extension
|1140|THIRD PARTY ADMIN ID|Third Party ID (Ohio)|Constant|ID Number as assigned
*The Reference Text field will guide the set up of each Address Identifier.
*If the mailing address is not defined for the employer on [IDLN] or [IDEN] location field, the [IDLN] primary address will be used.
*If the user has previous Address set up prior to 2006 and if the word ‘MAIL’ is defined, the mailing address will be used, otherwise the primary address will be used.
__Foreign Country Primary and Mailing Address set up:__
||Seq||Field Identifier||Description||Field Variable
|2080|W2-ER-F-STATE|Employer foreign State Abbrev|Blank or enter the word NAME\\ \\If ‘NAME’ is entered, the State name is used, otherwise the State code is used\\ \\This foreign state description is printed on W2 and reported on EFW2 file
|2090|W2-ER-F-POSTAL|Employer foreign postal Code|Blank
|2105|W2-ER-F-COUNTRY|Employer foreign country|Blank or enter the word NAME, or ISO\\ \\If ‘NAME’ is entered, the Country name is used\\If ‘ISO’ is entered, the ISO Country code from [IDCO] UDF ‘ISO COUNTRY CODE’ is used, otherwise the [IDCO] Country code is used
!IDFDV – Employee Primary Address and Mailing Address
*In order to use the Primary Address, Identifiers 2600 – 2650 do not need to be set up. Leave these Identifiers blank and the system will use the Primary Address as default
*In order to use the Mailing Address, the following Identifiers need to be defined:
||Seq||Field Identifier||Description||Field Variable
|2600|W2-EE-LOCN-ADDR|Employer Location Address|MAIL
|2610|W2-EE-DELIV-ADDR|Employer Delivery Address|Blank
|2620|W2-EE-CITY|Employer City|Blank
|2630|W2-EE-STATE|Employer State Abbrev|Blank
|2640|W2-EE-ZIP|Employer Zip Code|Blank
|2650|W2-EE-ZIP-EXT|Employer Zip Code Extension|Blank
|2680|W2-EE-COUNTRY|Employer country|Blank
*The Reference Text field will guide the set up of each Address Identifier.
*If the mailing address for the employee is not defined on [IEPI], the primary address on [IEPI] will be used.
*If the user a has previous Address set up prior to 2006 and if the word ‘MAIL’ is defined, then the mailing address will be used, otherwise the primary address will be used.
__Foreign Country Primary and Mailing Address set up:__
||Seq||Field Identifier||Description||Field Variable
|2660|W2-EE-F-STATE|Employee foreign State Abbrev|Blank or enter the word NAME\\ \If ‘NAME’ is entered, the State name is used, otherwise the State code is used\\ \\This foreign State description is printed on W2 and reported on EFW2 file
|2670|W2-EE-F-POSTAL|Employee foreign postal code|Blank
|2685|W2-EE-F-COUNTRY|Employee foreign country|Blank or enter the word NAME, or ISO\\ \\If ‘NAME’ is entered, the Country name is used\\If ‘ISO’ is entered, the ISO Country code from [IDCO] UDF ‘ISO COUNTRY CODE’ is used, otherwise the [IDCO] Country code is used
\\ \\
__Definition for file HL$US-QTY-YYYY (Mandatory for Filers NOT using the EFW2 Reporting Format)__
;IDFD FORM: HL$US-QTR-2017: Supplied, file name remains the same for year 2011 onwards
;IDFD FORM TYPE: US UI Quarterly definition: Defines the QTR definition is for non-EFW2 filing format
||Field Identifier||Description||Suggested Source||Suggested Variable
|TRAN EIN|Transmitter EIN|Constant|Transmitter 9 characters EIN
|TRAN ADDR IND|Trans Foreign Address Indicator|Constant|Blank if not Foreign Transmitter
|TRAN NAME|Transmitter Name|Constant|Enter transmitter name
|TRAN ADDRESS|Transmitter Address|Constant|Enter transmitter address
|TRAN CITY|Transmitter City|Constant|Enter transmitter city
|TRAN STATE|Transmitter State|Constant|Enter transmitter state abbreviation
|TRAN ZIP EXTN|Transmitter ZIP code extension|Constant|Transmitter ZIP extension, including the hyphen.
|TRAN ZIP CODE|Transmitter ZIP code|Constant|Transmitter ZIP code
|TRAN CONTACT|Transmitter Contact Person|Constant|Name of Contact Person
|TRAN CONTACT PHON|Contact Phone Extension|Constant|Phone Number of Contact Person
|TRAN CONTACT EXTN|Contact Phone Extension |Constant|Contact Phone extension
|TRAN MEDIA NUMBE|Transmitter Media Number|Constant|Media Number as assigned
|EMPLOYER SEAN|Employer SEAN (Ohio)|Constant|Phone extension
|THIRD PARTY ADMIN ID|Third Party ID (Ohio)|Constant|ID Number as assigned
At line 590 changed 12 lines
|2010|BASIC EIN Organization EIN|Constant|Enter Organization EIN|
|2020|BASIC COMPUTER|Computer|Constant|Name of Computer
|2030|BASIC ADDR IND|Organization Address Indicator|Constant|Leave blank if not Foreign
|2040|BASIC NAME|Organization Name|Constant|Organization Name
|2050|BASIC ADDRESS|Organization Address|Constant|Organization Address
|2060|BASIC CITY|Organization City|Constant|Organization City
|2070|BASIC STATE|Organization State|Constant|Organization State
|2080|BASIC ZIP EXTN|Organization ZIP code extension|Constant|Organization ZIP extension, including the hyphen.
|2090|BASIC ZIP CODE|Organization ZIP code|Constant|Organization ZIP code
|2100|BASIC INTERNAL LAB|Internal Label|Constant|The first 2 characters for Internal label; the 3rd and 4th characters for Filing Type (if required by state)
|2110|BASIC DENSITY|Density|Constant|
|2120|BASIC RECORDING M Recoding Mode|Constant|Basic Recording Mode and Number of tracks. ‘ASC09’ for ASCII 9-track
|BASIC EIN|Organization EIN|Constant|Enter Organization EIN|
|BASIC COMPUTER|Computer|Constant|Name of Computer
|BASIC ADDR IND|Organization Address Indicator|Constant|Leave blank if not Foreign
|BASIC NAME|Organization Name|Constant|Organization Name
|BASIC ADDRESS|Organization Address|Constant|Organization Address
|BASIC CITY|Organization City|Constant|Organization City
|BASIC STATE|Organization State|Constant|Organization State
|BASIC ZIP EXTN|Organization ZIP code extension|Constant|Organization ZIP extension, including the hyphen.
|BASIC ZIP CODE|Organization ZIP code|Constant|Organization ZIP code
|BASIC INTERNAL LAB|Internal Label|Constant|The first 2 characters for Internal label; the 3rd and 4th characters for Filing Type (if required by state)
|BASIC DENSITY|Density|Constant|
|BASIC RECORDING M|Recoding Mode|Constant|Basic Recording Mode and Number of tracks. ‘ASC09’ for ASCII 9-track
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|3010|ER MAIL ADDR|Use Employer Mailing Address|Constant|
|3020|TYPE OF EMPLOYMEN|Employer Type of Employment|Constant|
|3030|ESTABLISHMENT NU|Establishment Number|Constant|
|3040|FOREIGN ADDR INDIC|Foreign Address Indicator|Constant|
|3050|BLOCKING FACTOR|Maximum Blocking Factor|Constant|
|3060|OTHER EIN|Employer Other EIN|Constant|
|3070|WAGE PLAN CODE|Wage Plan Code|Constant|
|3080|NUMBER OF WEEKS|Weeks Worked|Element|
|3090|TOTAL GROSS WAGES|Total Gross Wages|Element|
|3100|SUI TOTAL WAGES SUI|Total Wages Not Required|Not Required|The system will derive this amount from W2-state-wage-home (seq 7020) and W2-state-wage-work (seq 7030) in HL$US-W2-ccyy.
|3110|SUI TAXABLE WAGES SUI|Taxable Wages|Not Required|Not Required. The system will derive this amount from SUI total wages and the Maximum SUI wage base
|3120|SDI TAXABLE WAGES SDI|Taxable Wages|Not Required|Not Required. The system will derive this amount from W2-sdi-wage-ee (seq 7240) in HL$US-W2-ccyy
|3130|TIP WAGES|Tip Wages|Element|
|3140|TAXES DUE SUI|Tax Remittance Amount|Element|
|3150|PREVIOUS UNDERPAY|Previous Quarter Underpayment|Element|
|3160|INTEREST|Interest on Overdue UI|Element|
|3170|PENALTY|Penalty on Overdue UI|Element|
|3180|CREDIT OVERPAYME|Credit/Overpayment|Element|
|3190|ER ASSESSMENT RAT|Employer Assessment Rate|Constant|
|3200|ER ASSESSMENT AMO|Employer Assessment Amount|Element|
|3210|EE ASSESSMENT RAT|Employee Assessment Rate|Element|
|3220|EE ASSESSMENT AMO|Employee Assessment Amount|Element|
|3230|PAYMENT DUE|Payment Due|Element|
|3240|ALLOCATION AMOUN|Allocation Amount|Element|
|3250|STATE TAX WAGES|Wages subject to St Income Tax|Not Required|Not Required. The system will derive this amount from W2-state-wage-home (seq 7020) and W2-state-wage-work (seq 7030 in HL$US-W2-ccyy
|3260|STATE TAX|State Income Tax|Element|
|3270|SEASONAL INDICATO|Seasonal Indicator|Constant|
|3280|SEPARATE SUI SIT|Separate SUI and SIT in the file|Constant|
|3290|RS REFERENCE NUM|Employment Security Ref Number|Constant|
|3300|HOURS ELEMENT|Element Code for Hours Worked|Element|
|3310|ROUTING NUMBER|Bank Routing Number|Constant|Enter your company data
|3320|BANK ACCOUNT NUMBER|Bank Account Number|Constant|Enter your company data
|3330|ACCOUNT TYPE|Bank Account Type|Constant|Enter your company data
|3340|NAME ON BANK ACCOUNT|Name on Bank Account|Constant|Enter your company data
|3350|OUT OF STATE WAGE|Out of State Wage Indicator|Constant|Enter your company data
|ER MAIL ADDR|Use Employer Mailing Address|Constant|
|TYPE OF EMPLOYMEN|Employer Type of Employment|Constant|
|ESTABLISHMENT NU|Establishment Number|Constant|
|FOREIGN ADDR INDIC|Foreign Address Indicator|Constant|
|BLOCKING FACTOR|Maximum Blocking Factor|Constant|
|OTHER EIN|Employer Other EIN|Constant|
|WAGE PLAN CODE|Wage Plan Code|Constant|
|NUMBER OF WEEKS|Weeks Worked|Element|
|TOTAL GROSS WAGES|Total Gross Wages|Element|
|SUI TOTAL WAGES|SUI Total Wages|Not Required|Not Required|The system will derive this amount from W2-STATE-WAGE-HOME (Seq #7020) and W2-STATE-WAGE-WORK (Seq #7030) in HL$US-W2-YYYY.
|SUI TAXABLE WAGES|SUITaxable Wages|Not Required|Not Required. The system will derive this amount from SUI total wages and the Maximum SUI wage base.
|SDI TAXABLE WAGES|SDITaxable Wages|Not Required|Not Required. The system will derive this amount from W2-SDI-WAGE-EE (Seq #7240) in HL$US-W2-YYYY.
|TIP WAGES|Tip Wages|Element|
|TAXES DUE SUI|Tax Remittance Amount|Element|
|PREVIOUS UNDERPAY|Previous Quarter Underpayment|Element|
|INTEREST|Interest on Overdue UI|Element|
|PENALTY|Penalty on Overdue UI|Element|
|CREDIT OVERPAYME|Credit/Overpayment|Element|
|ER ASSESSMENT RAT|Employer Assessment Rate|Constant|
|ER ASSESSMENT AMO|Employer Assessment Amount|Element|
|EE ASSESSMENT RAT|Employee Assessment Rate|Element|
|EE ASSESSMENT AMO|Employee Assessment Amount|Element|
|PAYMENT DUE|Payment Due|Element|
|ALLOCATION AMOUN|Allocation Amount|Element|
|STATE TAX WAGES|Wages subject to St Income Tax|Not Required|Not Required. The system will derive this amount from W2-STATE-WAGE-HOME (Seq #7020) and W2-STATE-WAGE-WORK (Seq #7030) in HL$US-W2-YYYY.
|STATE TAX|State Income Tax|Element|
|SEASONAL INDICATO|Seasonal Indicator|Constant|
|SEPARATE SUI SIT|Separate SUI and SIT in the file|Constant|
|RS REFERENCE NUM|Employment Security Ref Number|Constant|
|HOURS ELEMENT|Element Code for Hours Worked|Element|
|ROUTING NUMBER|Bank Routing Number|Constant|Enter your company data
|BANK ACCOUNT NUMBER|Bank Account Number|Constant|Enter your company data
|ACCOUNT TYPE|Bank Account Type|Constant|Enter your company data
|NAME ON BANK ACCOUNT|Name on Bank Account|Constant|Enter your company data
|OUT OF STATE WAGE|Out of State Wage Indicator|Constant|Enter your company data
At line 640 changed one line
For 2002 onward reporting, most states accept filing of quarterly information via magnetic media using either the EFW2 or the [ICESA] format. The record codes that generally required for the EFW2 reporting are ‘RA’,’RE’,’RS’,’RT’, and ‘RF’, however, some record codes may be optional for some states. The record codes generally required for the [ICESA] reporting are ‘A’,’B’,’E’,’S’,’T’, and ‘F’.
Most states accept quarterly filing information via Magnetic Media using either the EFW2 or the [ICESA] format. The record codes that generally required for the EFW2 reporting are RA, RE, RS, RT, and RF, however, some record codes may be optional for some States. The record codes generally required for the [ICESA] reporting are A, B, E, S, T, and F. \\ \\
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When running [RPYEU] (the Year End Wage Report and File Formatter program), the EFW2 reporting format is automatically triggered when the values in both the ‘Annual Form Code’ column and the’ Quarterly Form Code’ column are identical (or the ‘Quarterly Form Code’ column is left blank). To create a State Reporting format other than the EFW2 format, the ‘Quarterly Form Code’ MUST be entered, and it MUST be different than that of the ‘Annual Form Code’.
When running [RPYEU] (the Year End Wage Report and File Formatter program), the EFW2 reporting format is automatically triggered when the values in both the ‘Annual Form Code’ column and the’ Quarterly Form Code’ column are identical (or the ‘Quarterly Form Code’ column is left blank). To create a State Reporting format other than the EFW2 format, the ‘Quarterly Form Code’ MUST be entered, and it MUST be different than that of the ‘Annual Form Code’. \\ \\
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In addition to the EFW2/ICESA reporting formats, many States also accept other reporting formats. The reporting formats that is supported for each state are listed in Section II. Please note that the supported state information is informational only and is current at the time this document is prepared, it is subject to change without notice by each of the state government.
In addition to the EFW2/ICESA reporting formats, many States also accept other reporting formats. The reporting formats that are supported for each State are listed in Section II. Please note that the supported State information is informational only and is current at the time this document was prepared. It is subject to change without notice by each of the State governments. \\ \\
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In addition to the State Magnetic media filing, employers may be required to manually fill in the State form to report additional information for SUI.
In addition to the State Magnetic Media filing, employers may be required to manually fill in the State form to report additional information for SUI. \\ \\
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‘Total Wages Paid’, ‘Wages in Excess of SUI Wage Base’, ‘SUI Taxable Wages’ and/or also the Employee Count information may be required to be filled in for employees who have been paid on the 12th day of each month of the quarter.
The ‘Total Wages Paid’, ‘Wages in Excess of SUI Wage Base’, ‘SUI Taxable Wages’ and/or also the 'Employee Count' information may be required to be filled in for employees who have been paid on the 12th day of each month of the quarter. When [RPYEU] is run for quarterly information, it produces a report at the ‘SUI Registration’ level that contains this information. The required information can then be manually entered on the Form to file for the State. \\ \\
At line 650 removed 2 lines
When [RPYEU] is run for quarterly information, RPYEU produces a level of report at the ‘SUI Registration’ level that contains this information, the required information can then be manually entered on the Form to file for the state
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For quarterly reporting depending on the state, some states accept the EFW2 format and other states accept [ICESA], TIB4 format etc.
For quarterly reporting, depending on the State, some states accept the EFW2 format and other states accept [ICESA] format.
At line 655 changed 3 lines
__For states that accept EFW2 format,__
*Enter Annual Form Code: HL$US-W2-ccyy
*The Quarterly Form Code must either be blank or the same as the Annual Form code. %%information Note: Do not enter HL$US-QTR-2012 in this code field, or the program will produce the quarterly wage report file in the [ICESA] format regardless of the state selected).%%
__For states that accept EFW2 format:__
*Enter the Annual Form Code: HL$US-W2-YYYY
*The Quarterly Form Code must either be blank or the same as the Annual Form code.
At line 659 changed 3 lines
__For states that accept ICESA, TIB4, or other state specific format,__
*Enter Annual Form Code: HL$US-W2-ccyy
*Enter Quarterly Form Code: HL$US-QTR-2012 %%information Note: Leaving this code field blank will trigger the program to generate the quarterly wage report file in EFW2 format regardless of the state selected).%%
%%information Note: Do not enter HL$US-QTR-2012 in this code field, or the program will produce the quarterly wage report file in the [ICESA] format, regardless of the state selected.%%
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When the Quarterly Form Code is for [ICESA] or TIB4 format, [RPYEU] will call the quarterly logic and use the Identifiers from Quarterly Form Code=HL$US-QTR-20yy to generate the [ICESA] & TIB4 format. The State Wages/taxes/SUI etc are retrieved from Annual Form Code=HL$US-W2-ccyy for the proper Work/Res GEO.
__For states that accept ICESA or another state specific format:__
*Enter the Annual Form Code: HL$US-W2-YYYY
*Enter the Quarterly Form Code: HL$US-QTR-2012
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|Form Code:|HL$US-W2-ccyy
%%information Note: Leaving this code field blank will trigger the program to generate the quarterly wage report file in the EFW2 format, regardless of the State selected).%%
When the Quarterly Form Code is for the [ICESA] format, [RPYEU] will call the quarterly logic and use the Identifiers from the Quarterly Form Code=HL$US-QTR-YYYY to generate the [ICESA] format. The State Wages, Taxes, SUI. etc. are retrieved from the Annual Form Code=HL$US-W2-YYYY for the proper Work/Res GEO. \\ \\
__RPYEU REPORT PARAMETERS__
||Field||Description
|Form Code:|HL$US-W2-YYYY
At line 669 changed 6 lines
|As of Date:|This date is used to retrieve employee information such as Name and address etc
|Sort by Level:|Must enter ‘DEPT SUI ER Number’ (if required. i.e. for Minnesota)
|Provide Sort Level Totals:|This is optional, if yes, the total is generated by ‘DEPT SUI ER Number’
|Combine Employment Type:|Must be ‘Yes’ because Code RE record is not reported by ‘Employment Type’
|Media Format:|Select ‘State File Format’ or ‘State SUI File Format’ for Quarterly MMREF1 File
|Select State:|Must be the state where wage reports are to be filed (i.e. Minnesota, USA’)
|As of Date:|This date is used to retrieve employee information such as name, address, etc.
|Sort by Level:|Users must enter ‘DEPT SUI ER Number’, if required, such as for Minnesota
|Provide Sort Level Totals:|Optional. when set to YES, the total is generated by ‘DEPT SUI ER Number’
|Combine Employment Type:|Users must set this field to YES because the Code RE record is not reported by ‘Employment Type’
|Media Format:|Select either ‘State File Format’ or ‘State SUI File Format’ for Quarterly MMREF1 File
|Select State:|Select the State to be reported, such as Minnesota, USA’
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[RPYEU] will generate the State Quarterly File Format (EFW2/ICESA/TIB-4 etc.) according to the State Specification. A text file and an XTML file by the name of the ‘Media File Name’ prompt input will be created for submission to the government. In addition, if ‘Trace Level’ (other than exception only) is used, then a ‘_trace.csv’ and a ‘_select.txt’ file will be created for the purpose of tracing program and/or system problems.
[RPYEU] will generate the State Quarterly File Format (EFW2/ICESA) according to the State specifications. A text file and an XML file, as defined on the ‘Media File Name’ field, will be created for submission to the government. In addition, if the 'Trace Level' (set to anything other than Exceptions Only) is used, then a ‘_trace.csv’ and a ‘_select.txt’ file will be created for the purpose of tracing and/or system problems.\\ \\
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There will be as many Code RS records as needed per employee for each city that has tax information as required by each state.
There will be as many Code RS records as needed per employee for each city that has tax information, as required by each State. Below is an example of selecting an OHIO city when running [RPYEU].\\ \\
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Below is an example in selecting an OHIO city when running [RPYEU].
[RPYEU] must be run and the following selected to generate Ohio City file information:
[RPYEU] must be run and the following selected to generate the Ohio City file information:
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%%warning The information contained in this section is for information only, is current at the time this document is prepared and is subject to change without notice by each of the state government. For the latest state UI wage report information, please contact the Unemployment Insurance department of each respective state.%%
%%warning The information contained in this section is for information only, is current at the time this document is prepared and is subject to change without notice, by each State. For the latest state UI wage report information, please contact the Unemployment Insurance department of each respective state.%%
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*Most states accept either the [ICESA] or EFW2 quarterly wage reporting format with a slight variation from the supplied Standard SSA format that is describer in earlier sections of this page.
*The record length for the [ICESA] wage reporting format can either be 275 bytes or 276 bytes in length, although most states that accept this format prefer a 275 byte record. However, a 276 byte record is acceptable from those installations that cannot produce an odd number record length file.
*Many states only read the columns (within each record type) that are applicable for their state and will ignore data that may be present in other columns.
*To minimize inconsistencies for all states, the program will compare the state specific format to the Standard SSA supplied format. As long as all the state required columns are present and in the same positions in the same record type as defined in the Standard SSA format, then a record with the Standard SSA format will be created for that state. Other columns that are not required by the state may or may not be blank (or zero) filled. In other words, those columns may contain some left over data that is specified in the Standard SSA format but is not used by the state.
*For states where a file column is different than those of the Standard SSA format, then those columns will be highlighted with the state abbreviated code for easy identification.
*Refer to the previous section on [ISCESA/NASWA Formatting|Tax Reporting - US General#StandardICESANASWAMagneticFormatForQuarterlyWageReporting] for a more detailed description of each record type and the values required for each columns for states that accept the [ICESA] wage reporting format.
*Refer to Section IV [EFW2 Formatting|Tax Reporting - US General#StandardEFW2FormerlyMMREF1MagneticFormatForQuarterlyWageReporting] for a more detailed description of each record type and the values required for each columns for states that accept the EFW2 wage reporting format.
*Most States accept either the EFW2 or the [ICESA] quarterly wage reporting formats with a slight variation from the supplied Standard SSA format that is described in earlier sections of this page.
*The record length for the [ICESA] wage reporting format can be either 275 bytes or 276 bytes in length, although most States that accept this format prefer a 275 byte record. However, a 276 byte record is acceptable from those installations that cannot produce an odd number record length file.
*Many States only read the columns (within each record type) that are applicable for their State and will ignore data that may be present in other columns.
*To minimize inconsistencies for all States, the program will compare the State specific format to the Standard SSA supplied format. As long as all the State required columns are present, and in the same positions, in the same record type as defined in the Standard SSA format, then a record with the Standard SSA format will be created for that State. Other columns that are not required by the State may or may not be blank, or zero filled. Consequently, these columns may contain some left over data that is specified in the Standard SSA format but is not used by the State.
*For states where a file column is different than those of the Standard SSA format, those columns will be highlighted with the State abbreviated code for easy identification.
*Refer to the ICESA Formatting section for a more detailed description of each record type and the values required for each column, for States that accept the [ICESA] wage reporting format.
*Refer to the [EFW2 Formatting|Tax Reporting - US General#StandardEFW2FormerlyMMREF1MagneticFormatForQuarterlyWageReporting] for a more detailed description of each record type and the values required for each column, for States that accept the EFW2 wage reporting format.
At line 700 changed 2 lines
!!Standard ICESA/NASWA Magnetic Format for Quarterly Wage Reporting
!Record Name:Code A - Transmitter Record
!!Standard ICESA Magnetic Format for Quarterly Wage Reporting
!Record Name: Code A - Transmitter Record
At line 704 changed 2 lines
|2-5|Payment Year\\ \\Theyear 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] Field Identifier: ‘TRAN EIN’ (seq 1010).
|2-5|Payment Year. \\Defines the year this report is being prepared for.|From the user defined FROM-TO period, converted to YYYY
|6-14|Transmitter’s Federal EIN. \\Enter only numeric characters, omit hyphens, prefixes and suffixes.|Derived from [IDFDV] 'TRAN EIN’ Field Identifier.
At line 708 changed 4 lines
|24-73|Transmitter Name\\ \\The transmitter name of the organization submitting the file|Derived from [IDFDV] Field Identifier: ‘TRAN NAME’ (seq 1030)
|74-113|Transmitter Street Address\\ \\The street address of the organization submitting the file|Derived from [IDFDV] Field Identifier: ‘TRAN ADDRESS’ (seq 1040)
|114-138|Transmitter City\\ \\The city of the organization submitting the file|Derived from [IDFDV] Field Identifier: ‘TRAN CITY’ (seq 1050)
|139-140|Transmitter State\\ \\The standard two character FIPS postal abbreviation|Derived from [IDFDV] Field Identifier: ‘TRAN STATE’ (seq 1060)
|24-73|Transmitter Name. \\The transmitter name of the organization submitting the file.|Derived from [IDFDV] ‘TRAN NAME’ Field Identifier.
|74-113|Transmitter Street Address. \\The street address of the organization submitting the file|Derived from [IDFDV] ‘TRAN ADDRESS’ Field Identifier.
|114-138|Transmitter City.\\The city of the organization submitting the file|Derived from [IDFDV] ‘TRAN CITY’ Field Identifier.
|139-140|Transmitter State. \\The standard two character FIPS postal abbreviation|Derived from [IDFDV] ‘TRAN STATE’ Field Identifier.
At line 713 changed 12 lines
|154-158|Transmitter ZIP Code\\ \\Enter a Valid ZIP Code|Derived from [IDFDV] Field Identifier: ‘TRAN ZIP CODE’ (seq 1080)
|159-163|Transmitter ZIP Code extension\\ \\Use this field as necessary for the four digit extension of ZIP code\\ \\Includes a hyphen in position 159|Derived from [IDFDV] Field Identifier: ‘TRAN ZIP EXTN’ (seq 1070; 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] Field Identifier: ‘TRAN CONTACT’(seq 1090)
|194-203|Transmitter Contact Telephone Number\\ \\Telephone number at which the transmitter contact can be telephoned|Derived from [IDFDV] Field Identifier: ‘TRAN CONTACT PHONE’ (seq 1100)
|204-207|Telephone Extension/Box\\ \\The transmitter telephone extension or message box|Derived from [IDFDV] Field Identifier: ‘TRAN CONTACT EXTN’ (seq 1110)
|208-213|Media Transmitter/Authorization Number\\ \\Identifier assigned to the entity transmitting the media|Derived from [IDFDV] Field Identifier: ‘TRAN MEDIA NUMBER’ (seq 1120)
|214-214|C-3 Data\\ \\State Specific Data\\ \\If not used, enter blanks|
|215-219|Suffix Code\\ \\State Specific Data\\ \\If not used, enter blanks|
|220-220|Allocation Lists\\ \\State Specific Data\\ \\If not used, enter blanks|
|221-229|Service Agent ID\\ \\State Specific Data\\ \\If not used, enter blanks|
|230-242|Total Remittance Amount\\ \\State Specific Data\\ \\If not used, enter blanks|
|243-250|Media Creation Date\\ \\Enter date in MMDDYYYY format|Derived from the System Date
|154-158|Transmitter ZIP Code. \\Enter a Valid ZIP Code|Derived from [IDFDV] ‘TRAN ZIP CODE’ Field Identifier.
|159-163|Transmitter ZIP Code extension. \\Defines the four digit extension of ZIP code, if applicable. \\Includes a hyphen in position 159|Derived from [IDFDV] ‘TRAN ZIP EXTN’ Field Identifier (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] ‘TRAN CONTACT’ Field Identifier.
|194-203|Transmitter Contact Telephone Number. \\Telephone number for the transmitter contact.|Derived from [IDFDV] ‘TRAN CONTACT PHONE’ Field Identifier.
|204-207|Telephone Extension/Box. \\The transmitter telephone extension or message box|Derived from [IDFDV] ‘TRAN CONTACT EXTN’ Field Identifier.
|208-213|Media Transmitter/Authorization Number. \\Identifier assigned to the entity transmitting the media.|Derived from [IDFDV] ‘TRAN MEDIA NUMBER’ Field Identifier.
|214-214|C-3 Data. \\State Specific Data. If not used, enter blanks|
|215-219|Suffix Code. \\State Specific Data. If not used, enter blanks|
|220-220|Allocation Lists. \\State Specific Data. If not used, enter blanks|
|221-229|Service Agent ID. \\State Specific Data. If not used, enter blanks|
|230-242|Total Remittance Amount. \\State Specific Data. If not used, enter blanks|
|243-250|Media Creation Date.\\Enter the date in the MMDDYYYY format|Derived from the System Date
At line 726 changed one line
|276-276|Blank\\ \\Only for systems that cannot produce an odd number record length file|
|276-276|Blank. Only for systems that cannot produce an odd number record length file|
\\ \\
At line 728 changed one line
!Record Name:Code B - Authorization Record
!Record Name: Code B - Authorization Record
At line 731 changed 4 lines
|2-5|Payment Year\\ \\Enter the year for which this report is being prepared|
|6-14|Transmitter’s Federal EIN\\ \\Enter only numeric characters|Derived from [IDFDV] Field Identifier: BASIC EIN (seq 2010)
|15-22|Computer\\ \\Enter the manufacturer’s name|Derived from [IDFDV] Field Identifier: ‘BASIC COMPUTER’ (seq 2020)
|23-24|Internal Label\\ \\‘SL’, ‘NS’, ‘NL’, ‘AL’, or Blank for Diskette|Derived from [IDFDV] Field Identifier: ‘BASIC INTERNAL LABEL’ (seq 2100, first 2 characters)
|2-5|Payment Year. Enter the year for which this report is being prepared|
|6-14|Transmitter’s Federal EIN. Enter only numeric characters|Derived from [IDFDV] 'BASIC EIN' Field Identifier.
|15-22|Computer. Enter the manufacturer’s name|Derived from [IDFDV] ‘BASIC COMPUTER’ Field Identifier.
|23-24|Internal Label. SL, NS, NL, AL, or Blank for Diskette|Derived from [IDFDV] ‘BASIC INTERNAL LABEL’ Field Identifier.
At line 736 changed 4 lines
|26-27|Density\\ \\‘16’, ‘62’, ‘38’, or blank for diskette|Derived from [IDFDV] Field Identifier: ‘BASIC DESITY’ (seq 2110)
|28-30|Recording Code (Character Set)\\ \\ “EBC’, or ‘ASC’. Always ‘ASC’ for diskette|Derived from [IDFDV] Field Identifier: ‘BASIC RECOEDING MODE’ (seq 2120, first 3 characters)
|31-32|Number of Tracks\\ \\‘09’, or ‘18’, or blanks for diskette|Derived from [IDFDV] Field Identifier: ‘BASIC RECORDING MODE’ (seq 2120, fourth and fifth character)
|33-34|Blocking Factor\\ \\\Enter the blocking factor of the file, not to exceed 85. Enter blanks for diskette|Derived from [IDFDV] Field Identifier: ‘BLOCKING FACTOR’ (seq 3050)
|26-27|Density. 16, 62, 38, or Blank for diskette|Derived from [IDFDV] ‘BASIC DESITY’ Field Identifier.
|28-30|Recording Code (Character Set). EBC or ASC. Always ‘ASC’ for diskette|Derived from [IDFDV] ‘BASIC RECOEDING MODE’ Field Identifier.
|31-32|Number of Tracks. 09, 18, or Blanks for diskette|Derived from [IDFDV] ‘BASIC RECORDING MODE’ Field Identifier.
|33-34|Blocking Factor. Enter the blocking factor of the file, not to exceed 85. \\Enter blanks for diskette|Derived from [IDFDV] ‘BLOCKING FACTOR’ Field Identifier.
At line 742 changed 4 lines
|147-190|Organization Name\\ \\The name of the organization to which the media should be returned|Derived from [IDFDV] Field Identifier: ‘BASIC NAME’ (seq 2040)
|191-225|Street Address\\ \\The street address of the organization to which the media should be returned|Derived from [IDFDV] Field Identifier: ‘BASIC ADDRESS’ (seq 2050)
|226-245|City\\ \\The city of the organization to which the media should be returned|Derived from [IDFDV] Field Identifier: ‘BASIC CITY’ (seq 2060)
|246-247|State\\ \\Enter the standard two character FIPS postal abbreviation|Derived from [IDFDV] Field Identifier: ‘BASIC STATE’ (seq 2070)
|147-190|Organization Name. The name of the organization the media should be returned to|Derived from [IDFDV] ‘BASIC NAME’ Field Identifier.
|191-225|Street Address. The street address of the organization the media should be returned to|Derived from [IDFDV] ‘BASIC ADDRESS’ Field Identifier.
|226-245|City. The city of the organization the media should be returned to|Derived from [IDFDV] ‘BASIC CITY’ Field Identifier.
|246-247|State. Enter the standard two character FIPS postal abbreviation|Derived from [IDFDV] ‘BASIC STATE’ Field Identifier.
At line 747 changed 2 lines
|253-257|ZIP Code\\ \\Enter a valid ZIP code|Derived from [IDFDV] Field Identifier: ‘BASIC ZIP CODE’ (seq 2090)
|258-262|ZIP Code extension\\ \\Enter four digit extension of ZIP code, including the hyphen in position 258|Derived from [IDFDV] Field Identifier: ‘BASIC ZIP EXTN’ (seq 2080)\\ \\The hyphen (‘-‘) must be included when defining the IDFDV seq 2080
|253-257|ZIP Code. Enter a valid ZIP code|Derived from [IDFDV] ‘BASIC ZIP CODE’ Field Identifier.
|258-262|ZIP Code extension. Enter four digit ZIP code extension, including the hyphen in position 258.|Derived from [IDFDV] ‘BASIC ZIP EXTN’ Field Identifier. \\ \\The hyphen (‘-‘) must be included when defining the BASIC ZIP EXTN’ Field Identifier on IDFDV.
At line 750 changed one line
|276-276|Blank\\ \\Only for systems that cannot produce an odd number record length file|
|276-276|Blank. Used only for systems that cannot produce an odd number record length file.|
\\ \\
At line 752 changed one line
!Record Name:Code E - Employer Record
!Record Name: Code E - Employer Record
At line 755 changed 2 lines
|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|
|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|
At line 758 changed 4 lines
|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\\ \\The street address of the employer|Derived from the Entity Location
|114-138| Employer City\\ \\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
|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. The street address of the employer|Derived from the Entity Location.
|114-138|Employer City. 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.
At line 763 changed 2 lines
|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.
|149-153|ZIP Code Extension. Enter four digit ZIP code extension, 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.
At line 766 changed 3 lines
|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\\ \\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)
|160-160|Type of Employment. A: Agriculture \\F: Federal \\H: Household \\M: Military \\Q: Medicare Qualified Government Employees \\R: Regular, all others \\X: Railroad|Derived from [IDFDV] ‘TYPE OF EMPLOYMENT’ Field Identifier.
|161-162|Blocking Factor. Blocking factor of the file, not to exceed 85. Enter blanks for diskette|Derived from [IDFDV] ‘BLOCKING FACTOR’ Field Identifier.
|163-166|Establishment Number or Coverage Group/PRU. Enter either the establishment number of the coverage group/PRU, or Blank|Derived from [IDFDV] ‘ESTABLISHMENT NUMBER’ Field Identifier.
At line 770 changed 8 lines
|171-172|State Identifier Code\\ \\Enter the state FIPS postal numeric code for the state to which wages are being reported|
|173-187|State Unemployment Insurance Account Number\\ \\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|
|191-191|Tax Type Code\\ \\State Specific Data\\ \\If not used, enter blanks|
|192-196|Taxing Entity Code\\ \\State Specific Data\\ \\If not used, enter blanks|
|197-203|State Control Number\\ \\State Specific Data\\ \\If not used, enter blanks|
|204-208|Unit Number\\ \\State Specific Data\\ \\If not used, enter blanks|
|171-172|State Identifier Code. Enter the State FIPS postal numeric code for the State that is being reported|
|173-187|State Unemployment Insurance Account Number. 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|
|191-191|Tax Type Code. State Specific Data. If not used, enter blanks|
|192-196|Taxing Entity Code. State Specific Data. If not used, enter blanks|
|197-203|State Control Number. State Specific Data. If not used, enter blanks|
|204-208|Unit Number. State Specific Data. If not used, enter blanks|
At line 779 changed one line
|256-256|Foreign Indicator\\ \\If data in positions 74-158 is for a foreign address, enter the letter ‘X’, else leave it blank|Derived from [IDFDV] Field Identifier: ‘FOREIGN ADDR INDICATOR’ (seq 3040)
|256-256|Foreign Indicator. If data in positions 74-158 is for a foreign address, enter the letter ‘X’, otherwise, leave it blank|Derived from [IDFDV] ‘FOREIGN ADDR INDICATOR’ Field Identifier.
At line 781 changed one line
|258-266|Other EIN\\ \\Enter blanks if no other EIN was used|Derived from [IDFDV] Field Identifier: ‘OTHER EIN’ (seq 3060)
|258-266|Other EIN. Enter blanks if no other EIN was used|Derived from [IDFDV] ‘OTHER EIN’ Field Identifier.
At line 783 changed one line
|276-276|Blank\\ \\Only for systems that cannot produce an odd number record length file|
|276-276|Blank. Used only for systems that cannot produce an odd number record length file.|
\\ \\
At line 785 changed one line
!Record Name:Code S – Employee Wage Record
!Record Name: Code S – Employee Wage Record
At line 788 changed one line
|2-10|Social Security Number\\ \\Employee’s social security number; if not known, enter ‘I’ in position 2 and blanks in position 3-10|
|2-10|Social Security Number. Employee’s social security number. If not known, enter ‘I’ in position 2 and blanks in position 3-10|
At line 791 changed 2 lines
|43-43|Employee Middle Initial\\ \\Leave blank if no middle initial|
|44-45|State Code\\ \\The state FIPS postal numeric code for the state to which wages are being reported|
|43-43|Employee Middle Initial. Leave blank if no middle initial.|
|44-45|State Code. The state FIPS postal numeric code for the State being reported.|
At line 794 changed 8 lines
|50-63|State QTR Total Gross Wages\\ \\Quarterly wages subject to all taxes|Derived from [IDFDV] Field Identifier: Sequence 3090
|64-77|State QTR Unemployment Insurance Total Wages\\ \\Quarterly wages subject to unemployment taxes|Derived from [IDFDV] Field Identifier: Sequence 7200
|78-91|State QTR Unemployment Insurance Excess Wages\\ \\Quarterly wages in excess of the state UI taxable wage| base
|92-105|State QTR Unemployment Insurance Taxable Wages\\ \\State QTR UI total wages less state QTR UI excess wages|
|106-120|Quarterly State Disability Insurance Taxable Wages\\ \\State Specific Data\\ \\If not used, enter zero|
|121-129|Quarterly Tip Wages\\ \\Include all tip wages|
|130-131|Number of Weeks Worked.\\ \\The number of weeks worked in the reporting period|Derived from [IDFDV] Field Identifier: 3080\\ \\This can either be ‘plugged’ as a constant, be picked up from a pay component that is previously populated by a UserCalc or if left null the system will compute the value.
|132-134|Number of Hours Worked\\ \\The number of hours worked in the reporting period|Derived from [IDFDV] Field Identifier: Sequence 3300
|50-63|State QTR Total Gross Wages. Quarterly wages subject to all taxes.|Derived from [IDFDV] 'TOTAL GROSS WAGES' Field Identifier.
|64-77|State QTR Unemployment Insurance Total Wages. Quarterly wages subject to unemployment taxes.|Derived from [IDFDV] Field Identifier: Sequence 7200
|78-91|State QTR Unemployment Insurance Excess Wages. Quarterly wages in excess of the State UI taxable wage base.
|92-105|State QTR Unemployment Insurance Taxable Wages. State QTR UI total wages less State QTR UI excess wages.|
|106-120|Quarterly State Disability Insurance Taxable Wages. State Specific Data. If not used, enter zero.|
|121-129|Quarterly Tip Wages. Include all tip wages|
|130-131|Number of Weeks Worked. The number of weeks worked in the reporting period|Derived from [IDFDV] 'NUMBER OF WEEKS' Field Identifier. \\This can either be defined as a constant, be picked up from a pay component that was previously populated by a UserCalc, or, if left null, the system will compute the value.
|132-134|Number of Hours Worked\\ \\The number of hours worked in the reporting period|Derived from [IDFDV] 'HOURS ELEMENT' Field Identifier.
At line 805 changed 15 lines
|162-176|Unit/Division Location/Plant Code\\ \\The ID assigned to identify wages by work site|
|177-190|State Taxable Wages\\ \\Enter wages subject to state income tax|
|191-204|State Income Tax withheld\\ \\Enter wages subject to state income tax|
|205-206|Seasonal Indicator|Derived from [IDFDV] Field Identifier: Sequence 3270\\ \\State Specific Data\\ \\If not used, enter blanks|
|207-207|Employer Health Insurance Code\\ \\State Specific Data\\ \\If not used, enter blanks|
|208-208|Employee Health Insurance Code\\ \\State Specific Data\\ \\If not used, enter blanks|
|209-209|Probationary Code\\ \\State Specific Data\\ \\If not used, enter blanks|
|210-210|Officer Code\\ \\Enter ‘1’ for officers of the corporation, else enter ‘0’|
|211-211|Wage Plan Code\\ \\State Specific Data\\ \\If not used, enter blanks|
|212-212|Month-1 Employment\\ \\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|Month-2 Employment| 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|Month-3 Employment|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. 062003 for Apr-June 2003)|
|221-226|Date First Employed\\ \\Enter the month and year (i.e. 072003)|
|227-232|Date of Separation\\ \\Enter the month and year (i.e. 112003)|
|162-176|Unit/Division Location/Plant Code. The ID assigned to identify wages by work site.|
|177-190|State Taxable Wages. Enter wages subject to State income tax.|
|191-204|State Income Tax withheld. Enter wages subject to State income tax.|
|205-206|Seasonal Indicator. State Specific Data. If not used, enter blanks||Derived from [IDFDV] 'SEASONAL INDICATOR' Field Identifier.
|207-207|Employer Health Insurance Code. State Specific Data. If not used, enter blanks.|
|208-208|Employee Health Insurance Code. State Specific Data. If not used, enter blanks.|
|209-209|Probationary Code. State Specific Data. If not used, enter blanks.|
|210-210|Officer Code. Enter ‘1’ for Officers of the corporation. Otherwise enter ‘0’.|
|211-211|Wage Plan Code. State Specific Data. If not used, enter blanks.|
|212-212|Month-1 Employment. Enter ‘1’ if the employee is covered by UI, worked or received pay for the pay period including the 12th day of the first reporting month. Otherwise enter ‘0’.|
|213-213|Month-2 Employment. Enter ‘1’ if the employee is covered by UI, worked or received pay for the pay period including the 12th day of the second reporting month. Otherwise enter ‘0’.|
|214-214|Month-3 Employment. Enter ‘1’ if the employee is covered by UI, worked or received pay for the pay period including the 12th day of the third reporting month. Otherwise enter ‘0’.|
|215-220|Reporting Quarter and Year. Enter the last month and year for the calendar period for the reporting period. Example: 062018 for Apr-June 2018)|
|221-226|Date First Employed. Enter the month and year the employee was first employed, such as 072017|
|227-232|Date of Separation. Enter the month and year the employee separated, such as 112017|
At line 821 changed one line
|276-276|Blank\\ \\Only for systems that cannot produce an odd number record length file|
|276-276|Blank. Used only for systems that cannot produce an odd number record length file.|
At line 823 changed one line
!Record Name:Code T - Total Record
!Record Name: Code T - Total Record
At line 826 changed one line
|2-8|Total Number of Employees\\ \\The total number of ‘S’ records since the last ‘E’ record|
|2-8|Total Number of Employees. The total number of ‘S’ records since the last ‘E’ record.|
At line 828 changed 25 lines
|13-26|State QTR Total Gross Wages for employer\\ \\QTR gross wages subject to all taxes\\ \\Total of this field on all ‘S’ records since the last ‘E’ record|
|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|State QTR Unemployment Insurance Excess Wages for employer\\ \\QTR wages in excess of the state UI taxable wage base\\ \\Total of all ‘S’ records since the last ‘E’ record|
|55-68|State QTR Unemployment Insurance Taxable Wages for employer\\ \\QTR UI total wages less state QTR UI excess wages\\ \\Total of all ‘S’ records since the last ‘E’ record|
|69-81|Quarterly tip wages for employer\\ \\Enter all tip income\\ \\Total of this field on all ‘S’ records since the last ‘E’ record|
|82-87|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’|
|88-100|State QTR UI taxes due\\ \\UI taxes due\\ \\QTR state UI taxable wages times UI tax rate|
|101-111|Previous Quarter(s) underpayment\\ \\State Specific Data\\ \\If not used, enter blanks|
|112-122|Interest\\ \\State Specific Data\\ \\If not used, enter blanks|
|123-133|Penalty\\ \\State Specific Data\\ \\If not used, enter blanks|
|134-144|Credit/Overpayment\\ \\State Specific Data\\ \\If not used, enter blanks|
|145-148|Employer Assessment Rate\\ \\State Specific Data\\ \\If not used, enter blanks|
|149-159|Employer Assessment Amount\\ \\State Specific Data\\ \\If not used, enter blanks|
|160-163|Employee Assessment Rate\\ \\State Specific Data\\ \\If not used, enter blanks|
|164-174|Employee Assessment Amount\\ \\State Specific Data\\ \\If not used, enter blanks|
|175-185|Total Payment Due\\ \\State Specific Data\\ \\If not used, enter blanks|
|186-198|Allocation Amount\\ \\State Specific Data\\ \\If not used, enter blanks|
|199-212|Wages subject to State Income Tax\\ \\State Specific Data\\ \\If not used, enter blanks|
|213-226|State Income Tax withheld\\ \\State Specific Data\\ \\If not used, enter blanks|
|227-233|Month-1 Employment for employer\\ \\Total number of employee covered by UI worked or received pay for the pay period including the 12th day of the first reporting month\\ \\Total for all ‘S’ records after the last ‘E’ record|
|234-240|Month-2 Employment\\ \\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 for all ‘S’ records after the last ‘E’ record|
|241-247|Month-3 Employment\\ \\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|Country Code\\ \\State Specific Data\\ \\If not used, enter blanks|
|251-257|Outside Country Employees\\ \\State Specific Data\\ \\If not used, enter blanks|
|258-267|Document Control Number\\ \\State Specific Data\\ \\If not used, enter blanks|
|13-26|State QTR Total Gross Wages for employer. QTR gross wages subject to all taxes. \\Total of this field on all ‘S’ records since the last ‘E’ record.|
|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|State QTR Unemployment Insurance Excess Wages for employer. QTR wages in excess of the State UI taxable wage base. \\Total of all ‘S’ records since the last ‘E’ record.|
|55-68|State QTR Unemployment Insurance Taxable Wages for employer. QTR UI total wages less State QTR UI excess wages. \\Total of all ‘S’ records since the last ‘E’ record.|
|69-81|Quarterly tip wages for employer. Enter all tip income. \\Total of this field on all ‘S’ records since the last ‘E’ record.|
|82-87|UI tax rate this quarter. The employer UI rate for this reporting period. One decimal point followed by 5 digits, such as 2.8%=’.02800’|
|88-100|State QTR UI taxes due. UI taxes due. QTR State UI taxable wages multiplied by the UI tax rate|
|101-111|Previous Quarter(s) underpayment. State Specific Data. If not used, enter blanks.|
|112-122|Interest. State Specific Data. If not used, enter blanks.|
|123-133|Penalty. State Specific Data. If not used, enter blanks.|
|134-144|Credit/Overpayment. State Specific Data. If not used, enter blanks.|
|145-148|Employer Assessment Rate. State Specific Data. If not used, enter blanks.|
|149-159|Employer Assessment Amount. State Specific Data. If not used, enter blanks.|
|160-163|Employee Assessment Rate. State Specific Data. If not used, enter blanks.|
|164-174|Employee Assessment Amount. State Specific Data. If not used, enter blanks.|
|175-185|Total Payment Due. State Specific Data. If not used, enter blanks.|
|186-198|Allocation Amount. State Specific Data. If not used, enter blanks.|
|199-212|Wages subject to State Income Tax. State Specific Data. If not used, enter blanks.|
|213-226|State Income Tax withheld. State Specific Data. If not used, enter blanks.|
|227-233|Month-1 Employment for employer. Total number of employees covered by UI who worked or received pay for the pay period including the 12th day of the first reporting month. \\Total for all ‘S’ records after the last ‘E’ record.|
|234-240|Month-2 Employment. Total number of employees covered by UI who worked or received pay for the pay period including the 12th day of the second reporting month. \\Total for all ‘S’ records after the last ‘E’ record.|
|241-247|Month-3 Employment. Total number of employees covered by UI who worked or received 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|Country Code. State Specific Data. If not used, enter blanks.|
|251-257|Outside Country Employees. State Specific Data. If not used, enter blanks.|
|258-267|Document Control Number. State Specific Data. If not used, enter blanks.|
At line 854 changed one line
|276-276|Blank\\ \\Only for systems that cannot produce an odd number record length file|
|276-276|Blank. Used only for systems that cannot produce an odd number record length file.|
\\ \\
At line 856 changed one line
!Record Name:Code F - Final Record
!Record Name: Code F - Final Record
At line 859 changed 2 lines
|2-11|Total Number of Employees in File\\ \\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|
|2-11|Total Number of Employees in File. 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.|
At line 862 changed 9 lines
|26-40|Quarterly Total Gross Wages in File\\ \\QTR gross wages subject to all taxes\\ \\Total of this field for all ‘S’ records in the file|
|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|Quarterly State Unemployment Insurance Excess Wages in File\\ \\QTR wages in excess of the state UI taxable wage base\\ \\Total of this field for all ‘S’ records in the file|
|71-85|Quarterly State Unemployment Insurance Taxable Wages in File\\ \\State UI gross/total wage less quarterly state UI excess wages\\ \\Total of this field for all ‘S’ records in the file|
|86-100|Quarterly State Disability Insurance Taxable Wages in File\\ \\State Specific Data\\ \\If not used, enter zero|
|101-115|Quarterly Tip Wages in File\\ \\Enter all tip income\\ \\Total of this field on all ‘S’ records in the file|
|116-123|Month-1 Employment for employers in File\\ \\Total number of employees covered by UI worked or receive pay for the pay period including the 12th day of the first reporting month\\ \\Total of this field on all ‘S’ records in the file|
|124-131|Month-2 Employment for employers in File\\ \\Total number of employees covered by UI worked or receive pay for the pay period including the 12th day of the second reporting month\\ \\Total of this field on all ‘S’ records in the file|
|132-139|Month-3 Employment for employers in File\\ \\Total number of employees covered by UI worked or receive pay for the pay period including the 12th day of the third reporting month\\ \\Total of this field on all ‘S’ records in the file|
|26-40|Quarterly Total Gross Wages in File. QTR gross wages subject to all taxes. \\Total of this field for all ‘S’ records in the file.|
|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|Quarterly State Unemployment Insurance Excess Wages in File. QTR wages in excess of the State UI taxable wage base. \\Total of this field for all ‘S’ records in the file.|
|71-85|Quarterly State Unemployment Insurance Taxable Wages in File. State UI gross/total wage less quarterly State UI excess wages. \\Total of this field for all ‘S’ records in the file.|
|86-100|Quarterly State Disability Insurance Taxable Wages in File. State Specific Data. If not used, enter zero.|
|101-115|Quarterly Tip Wages in File. All tip income. \\Total of this field on all ‘S’ records in the file.|
|116-123|Month-1 Employment for employers in File. Total number of employees covered by UI who worked or received pay for the pay period including the 12th day of the first reporting month. \\Total of this field on all ‘S’ records in the file.|
|124-131|Month-2 Employment for employers in File. Total number of employees covered by UI who worked or received pay for the pay period including the 12th day of the second reporting month. \\Total of this field on all ‘S’ records in the file.|
|132-139|Month-3 Employment for employers in File. Total number of employees covered by UI who worked or received pay for the pay period including the 12th day of the third reporting month. \\Total of this field on all ‘S’ records in the file.|
At line 872 changed one line
|276-276|Blank (For system that cannot produce an odd number record length file only)|
|276-276|Blank. Used only systems that cannot produce an odd number record length file.|
At line 874 changed 2 lines
!!Standard EFW2 (formerly MMREF-1) Magnetic Format for Quarterly Wage Reporting
!Record Name:Code RA - Transmitter Record
\\ \\
!!Standard EFW2 (formerly MMREF-1) Magnetic Media Format for Quarterly Wage Reporting
!Record Name: Code RA - Transmitter Record
At line 878 changed 12 lines
|3-11|Submitter’s Employer ID number (EIN)\\ \\Numeric only|Derived from [IDFDV] Field Identifier: ‘SUB-ER-EIN’ (seq 1000)
|12-28|Personal Identification Number (PIN)|Derived from [IDFDV] Field Identifier: ‘SUB-PIN-NUMBER’ (seq 1010)
|29|Resub Indicator|Derived from [IDFDV] Field Identifier: ‘SUB-RESUB-IND’ (seq 1020)
|30-35|Resub WFID|Derived from IDFDV screen, Field Identifier: ‘SUB-RESUB-WFID’ (seq 1030)
|36-37|Software Code|Derived from [IDFDV] Field Identifier: ‘SUB-SOFTWARE’ (seq 1040)
|38-94|Company Name|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-NAME’ (seq 1050)
|95-116|Location Address|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-LOCN’ (seq 1060)
|117-138|Delivery Address|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-DELIV’ (seq 1070)
|139-160|Company City|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-CITY’ (seq 1080)
|161-162|Company State Abbreviation|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-STATE’ (seq 1090)
|163-167|Company ZIP Code|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-ZIP’ (seq 1100)
|168-171|Company ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-ZIP-EXT’ (seq 1110)
|3-11|Submitter’s Employer ID number (EIN) Numeric only|Derived from [IDFDV] 'SUB-ER-EIN’ Field Identifier.
|12-28|Personal Identification Number (PIN)|Derived from [IDFDV] ‘SUB-PIN-NUMBER’ Field Identifier.
|29|Resub Indicator|Derived from [IDFDV] ‘SUB-RESUB-IND’ Field Identifier.
|30-35|Resub WFID|Derived from [IDFDV] ‘SUB-RESUB-WFID’ Field Identifier.
|36-37|Software Code|Derived from [IDFDV] ‘SUB-SOFTWARE’ Field Identifier.
|38-94|Company Name|Derived from [IDFDV] ‘SUB-COMP-NAME’ Field Identifier.
|95-116|Location Address|Derived from [IDFDV] ‘SUB-COMP-LOCN’ Field Identifier.
|117-138|Delivery Address|Derived from [IDFDV] ‘SUB-COMP-DELIV’ Field Identifier.
|139-160|Company City|Derived from [IDFDV] ‘SUB-COMP-CITY’ Field Identifier.
|161-162|Company State Abbreviation|Derived from [IDFDV] ‘SUB-COMP-STATE’ Field Identifier.
|163-167|Company ZIP Code|Derived from [IDFDV] ‘SUB-COMP-ZIP’ Field Identifier.
|168-171|Company ZIP Code Extension|Derived from [IDFDV] ‘SUB-COMP-ZIP-EXT’ Field Identifier.
At line 891 changed 10 lines
|177-199|Company Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-F-STATE’ (seq 1120)
|200-214|Company Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-F-POST’ (seq 1130)
|215-216|Company Country Code|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-COUNTRY’ (seq 1140)
|217-273|Submitter Name|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-NAME’ (seq 1150)
|274-295|Submitter Location Address|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-LOCN’ (seq 1160)
|296-317|Submitter Delivery Address|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-DELIV’ (seq 1170)
|318-339|Submitter City|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-CITY’ (seq 1180)
|340-341|Submitter State Abbreviation|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-STATE’ (seq 1190)
|342-346|Submitter ZIP Code|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-ZIP’ (seq 1200)
|347-350|Submitter ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-ZIP-EXT’ (seq 1210)
|177-199|Company Foreign State/Province|Derived from [IDFDV] ‘SUB-COMP-F-STATE’ Field Identifier.
|200-214|Company Foreign Postal Code|Derived from [IDFDV] ‘SUB-COMP-F-POST’ Field Identifier.
|215-216|Company Country Code|Derived from [IDFDV] ‘SUB-COMP-COUNTRY’ Field Identifier.
|217-273|Submitter Name|Derived from [IDFDV] ‘SUB-SUBM-NAME’ Field Identifier.
|274-295|Submitter Location Address|Derived from [IDFDV] ‘SUB-SUBM-LOCN’ Field Identifier.
|296-317|Submitter Delivery Address|Derived from [IDFDV] ‘SUB-SUBM-DELIV’ Field Identifier.
|318-339|Submitter City|Derived from [IDFDV] ‘SUB-SUBM-CITY’ Field Identifier.
|340-341|Submitter State Abbreviation|Derived from [IDFDV] ‘SUB-SUBM-STATE’ Field Identifier.
|342-346|Submitter ZIP Code|Derived from [IDFDV] ‘SUB-SUBM-ZIP’ Field Identifier.
|347-350|Submitter ZIP Code Extension|Derived from [IDFDV] ‘SUB-SUBM-ZIP-EXT’ Field Identifier.
At line 902 changed 6 lines
|356-378|Submitter Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-F-STATE’ (seq 1220)
|379-393|Submitter Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-F-POST’ (seq 1230)
|394-395|Submitter Country Code|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-COUNTRY’ (seq 1240)
|396-422|Contact Name|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-NAME’ (seq 1250)
|423-437|Contact Phone Number|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-TEL’ (seq 1260)
|438-442|Contact Phone Extension|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-TEL-EXT’ (seq 1270)
|356-378|Submitter Foreign State/Province|Derived from [IDFDV] ‘SUB-SUBM-F-STATE’ Field Identifier.
|379-393|Submitter Foreign Postal Code|Derived from [IDFDV] ‘SUB-SUBM-F-POST’ Field Identifier.
|394-395|Submitter Country Code|Derived from [IDFDV] ‘SUB-SUBM-COUNTRY’ Field Identifier.
|396-422|Contact Name|Derived from [IDFDV] ‘SUB-CONT-NAME’ Field Identifier.
|423-437|Contact Phone Number|Derived from [IDFDV] ‘SUB-CONT-TEL’ Field Identifier.
|438-442|Contact Phone Extension|Derived from [IDFDV] ‘SUB-CONT-TEL-EXT’ Field Identifier.
At line 909 changed one line
|446-485|Contact E-mail|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-EMAIL’ (seq 1280)
|446-485|Contact E-mail|Derived from [IDFDV] ‘SUB-CONT-EMAIL’ Field Identifier.
At line 911 changed 3 lines
|489-498|Contact FAX|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-FAX’ (seq 1290)
|499-499|Preferred Method of Problem Notification Code|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-METH’ (seq 1300)
|500-500|Preparer Code|Derived from [IDFDV] Field Identifier: ‘SUB-PREPARER’ (seq 1310)
|489-498|Contact FAX|Derived from [IDFDV] ‘SUB-CONT-FAX’ Field Identifier.
|499-499|Preferred Method of Problem Notification Code|Derived from [IDFDV] ‘SUB-CONT-METH’ Field Identifier.
|500-500|Preparer Code|Derived from [IDFDV] ‘SUB-PREPARER’ Field Identifier.
At line 916 changed one line
!Record Name:Code RE - Employer Record
\\ \\
!Record Name: Code RE - Employer Record
At line 919 changed 2 lines
|3-6|Tax year CCYY|From user specified FROM-TO period converted to CCYY
|7|Agent Indicator Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-AGENT-IND’ (seq 1500)
|3-6|Tax year CCYY|From user specified FROM-TO period converted to YYYY
|7|Agent Indicator Code|Derived from [IDFDV] ‘W2-ER-AGENT-IND’ Field Identifier.
At line 922 changed 12 lines
|17-25|Agent for EIN|Derived from [IDFDV] Field Identifier: ‘W2-ER-FOR-EIN’ (seq 1510)
|26|Terminating Business Indicator|Derived from [IDFDV] Field Identifier: ‘W2-ER-TERM-BUS’ (seq 1520)
|27-30|Establishment Number|Derived from [IDFDV] Field Identifier: ‘W2-ER-ESTAB’ (seq 1530)
|31-39|Other EIN|Derived from [IDFDV] Field Identifier: ‘W2-ER-OTHER-EIN’ (seq 1540)
|40-96|Employer Name|Derived from [IDFDV] Field Identifier: ‘W2-ER-NAME’ (seq 2010)
|97-118|Employer Location Address|Derived from [IDFDV] Field Identifier: ‘W2-ER-LOCN-ADDR’ (seq 2020)
|119-140|Employer Delivery Address|Derived from [IDFDV] Field Identifier: ‘W2-ER-DELIV-ADDR’ (seq 2030)
|141-162|Employer City|Derived from [IDFDV] Field Identifier: ‘W2-ER-CITY’ (seq 2040)
|163-164|Employer State Abbreviation|Derived from [IDFDV] Field Identifier: ‘W2-ER-STATE’ (seq 2050)
|165-169|Employer ZIP Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-ZIP’ (seq 2060)
|170-173|Employer ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘W2-ER-ZIP-EXT’ (seq 2070)
|174-174|Kind of Employer|Derived from [IDFDV] Field Identifier: ‘W2-KIND-OF-EMPLOYER’ (seq 2120)
|17-25|Agent for EIN|Derived from [IDFDV] ‘W2-ER-FOR-EIN’ Field Identifier.
|26|Terminating Business Indicator|Derived from [IDFDV] ‘W2-ER-TERM-BUS’ Field Identifier.
|27-30|Establishment Number|Derived from [IDFDV] ‘W2-ER-ESTAB’ Field Identifier.
|31-39|Other EIN|Derived from [IDFDV] ‘W2-ER-OTHER-EIN’ Field Identifier.
|40-96|Employer Name|Derived from [IDFDV] ‘W2-ER-NAME’ Field Identifier.
|97-118|Employer Location Address|Derived from [IDFDV] ‘W2-ER-LOCN-ADDR’ Field Identifier.
|119-140|Employer Delivery Address|Derived from [IDFDV] ‘W2-ER-DELIV-ADDR’ Field Identifier.
|141-162|Employer City|Derived from [IDFDV] ‘W2-ER-CITY’ Field Identifier.
|163-164|Employer State Abbreviation|Derived from [IDFDV] ‘W2-ER-STATE’ Field Identifier.
|165-169|Employer ZIP Code|Derived from [IDFDV] ‘W2-ER-ZIP’ Field Identifier.
|170-173|Employer ZIP Code Extension|Derived from [IDFDV] ‘W2-ER-ZIP-EXT’ Field Identifier.
|174-174|Kind of Employer|Derived from [IDFDV] 'W2-KIND-OF-EMPLOYER’ Field Identifier.
At line 935 changed 6 lines
|179-201|Employer Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘W2-ER-F-STATE’ (seq 2080)
|202-216|Employer Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-F-POSTAL’ (seq 2090)
|217-218|Employer Country Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-COUNTRY’ (seq 2100)
|219|Employment Code|From [IDGR] ‘W2 Employment Type’ or IPRLU FICA and Medicare method\\ \\If IPRLU.FICA method = "Do not calculate" and MEDICARE method is NOT "Do Not Calculate" then the employee is classified as Employment Type ‘Q’ for W2 reporting, otherwise the W2 Type of employment is derived from [IDGR]\\ \\A set of code RE, RW/RO/RS, RT/RU records will be generated for different types of employment
|220|Tax Jurisdiction Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-TAX-JURIS’ (seq 2110)
|221|Third-Party Sick Pay Indicator|Derived from [IDFDV] Field Identifier: ‘SUB-3RD-PARTY-SICK’ (seq 1480)
|179-201|Employer Foreign State/Province|Derived from [IDFDV] ‘W2-ER-F-STATE’ Field Identifier.
|202-216|Employer Foreign Postal Code|Derived from [IDFDV] ‘W2-ER-F-POSTAL’ Field Identifier.
|217-218|Employer Country Code|Derived from [IDFDV] ‘W2-ER-COUNTRY’ Field Identifier.
|219|Employment Code|From [IDGR] ‘W2 Employment Type’ or IPRLU FICA and Medicare method\\If the IPRLU.FICA method is set to "Do not calculate" and the MEDICARE method is NOT "Do Not Calculate", then the employee is classified as Employment Type ‘Q’ for W2 reporting. Otherwise the W2 Type of employment is derived from [IDGR]\\A set of code RE, RW, RO, RS, RT and RU records will be generated for the different types of employment.
|220|Tax Jurisdiction Code|Derived from [IDFDV] ‘W2-ER-TAX-JURIS’ Field Identifier.
|221|Third-Party Sick Pay Indicator|Derived from [IDFDV] ‘SUB-3RD-PARTY-SICK’ Field Identifier.
At line 943 changed one line
!Record Name:Code RW - Employee Wage Record (Optional for State Quarterly Reporting)
\\ \\
!Record Name: Code RW - Employee Wage Record (Optional for State Quarterly Reporting)
At line 946 changed 11 lines
|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)
|3-11|Social Security Number|Derived from [IDFDV] ‘W2-EE-SSN’ Field Identifier.\\If an invalid SSN is encountered, this field is entered with zeroes.
|12-26|Employee First Name|Derived from [IDFDV] ‘W2-EE-FIRST-NAME’ Field Identifier.
|27-41|Employee Middle Name or Initial|Derived from [IDFDV] ‘W2-EE-MIDDLE’ Field Identifier.
|42-61|Employee Last Name|Derived from [IDFDV] ‘W2-EE-LAST-NAME’ Field Identifier.
|62-65|Employee Suffix|Derived from [IDFDV] ‘W2-EE-SUFFIX’ Field Identifier.
|66-87|Employee Location Address|Derived from [IDFDV] ‘W2-EE-LOCN-ADDR’ Field Identifier.
|88-109|Employee Delivery Address|Derived from [IDFDV] ‘W2-EE-DELIV-ADDR’ Field Identifier.
|110-131|Employee City|Derived from [IDFDV] ‘W2-EE-CITY’ Field Identifier.
|132-133|Employee State Abbreviation|Derived from [IDFDV] ‘W2-EE-STATE’ Field Identifier.
|134-138|Employee ZIP Code|Derived from [IDFDV] ‘W2-EE-ZIP’ Field Identifier.
|139-142|Employee ZIP Code Extension|Derived from [IDFDV] ‘W2-EE-ZIP-EXT’ Field Identifier.
At line 958 changed 21 lines
|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|Military Employee’s Basic Quarters and Combat Pay|Derived from [IDFDV] Field Identifier: ‘W2-CODE-Q’ (seq 4140)
|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)
|148-170| Employee Foreign State/Province|Derived from [IDFDV] ‘W2-EE-F-STATE’ Field Identifier.
|171-185|Employee Foreign Postal Code|Derived from [IDFDV] ‘W2-EE-F-POSTAL’ Field Identifier.
|186-187|Employee Country Code|Derived from [IDFDV] ‘W2-EE-COUNTRY’ Field Identifier.
|188-198|Wages, Tips and Other Compensation|Derived from [IDFDV] ‘W2-FIT-WAGE’ Field Identifier.
|199-209|Federal Income Tax Withheld|Derived from [IDFDV] ‘W2-FIT-TAX’ Field Identifier.
|210-220|Social Security Wages|Derived from [IDFDV] ‘W2-SSN-WAGE’ Field Identifier.
|221-231|Social Security Tax Withheld|Derived from [IDFDV] ‘W2-SSN-TAX’ Field Identifier.
|232-242|Medicare Wages & Tips|Derived from [IDFDV] ‘W2-MEDI-WAGE’ Field Identifier.
|243-253|Medicare Tax Withheld|Derived from [IDFDV] ‘W2-MEDI-TAX’ Field Identifier.
|254-264|Social Security Tips|Derived from [IDFDV] ‘W2-SSN-TIP’ Field Identifier.
|265-275|Advanced Earned Income Credit|Derived from [IDFDV] ‘W2-EIC’ Field Identifier.
|276-286|Dependent Care Benefits|Derived from [IDFDV] ‘W2-DEP-CARE’ Field Identifier.
|287-297|Deferred Compensation contribution to Section 401(k)|Derived from [IDFDV] ‘W2-CODE-D’ Field Identifier.
|298-308|Deferred Compensation contribution to Section 403(b)|Derived from [IDFDV] ‘W2-CODE-E’ Field Identifier.
|309-319|Deferred Compensation contribution to Section 408(k)(6)|Derived from [IDFDV] ‘W2-CODE-F’ Field Identifier.
|320-330|Deferred Compensation contribution to Section 457(b)|Derived from [IDFDV] ‘W2-CODE-G’ Field Identifier.
|331-341|Deferred Compensation contribution to Section 501(c)(18)(D)|Derived from [IDFDV] ‘W2-CODE-H’ Field Identifier.
|342-352|Military Employee’s Basic Quarters and Combat Pay|Derived from [IDFDV] ‘W2-CODE-Q’ Field Identifier.
|353-363|Non-qualified Plan section 457|Derived from [IDFDV] ‘W2-NQUAL-457’ Field Identifier.
|364-374|Employer Contribution to a Health Savings Account|Derived from [IDFDV] ‘W2-CODE-W’ Field Identifier.
|375-385|Non-qualified Plan Not section 457|Derived from [IDFDV] ‘W2-NQUAL-N457’ Field Identifier.
At line 980 changed 2 lines
|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)
|408-418|Employer cost of premiums for Group Term Life insurance over $50000|Derived from [IDFDV] ‘W2-CODE-C’ Field Identifier.
|419-429|Income from Non-statutory Stock Options|Derived from [IDFDV] ‘W2-CODE-V’ Field Identifier.
At line 983 changed one line
|463-473|Cost of Employer-Sponsored Health Coverage|Derived from [IDFDV] Field Identifier: ‘W2-CODE-DD’ (seq 4250)
|463-473|Cost of Employer-Sponsored Health Coverage|Derived from [IDFDV] ‘W2-CODE-DD’ Field Identifier.
At line 985 changed one line
|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
|486|Statutory Employee Indicator|Derived from [IDFDV] ‘W2-STAT-EE’ Field Identifier.\\If the amount is greater than zero, then ‘1’ is entered. Otherwise ‘0’ is entered.
At line 987 changed 2 lines
|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
|488|Retirement Plan Indicator|Derived from [IDFDV] ‘W2-RETIRE-PLAN’ Field Identifier.\\If the amount is greater than zero, then ‘1’ is entered. Otherwise ‘0’ is entered.
|489|Third-Party Sick Pay Indicator|Derived from [IDFDV] F‘W2-3PARTY-SICK’ Field Identifier.\\If the amount is greater than zero, then ‘1’ is entered. Otherwise ‘0’ is entered.
At line 991 changed one line
!Record Name:Code RO - Employee Wage Record (Optional for State Quarterly Reporting)
!Record Name: Code RO - Employee Wage Record (Optional for State Quarterly Reporting)
At line 996 changed one line
;Location 12 to 264:Not applicable to Puerto Rico, Virgin Islands, American Samoa, Guam, or Northern Mariana Islands employees.
__Location 12 to 264:__ \\Not applicable to Puerto Rico, Virgin Islands, American Samoa, Guam, or Northern Mariana Islands employees.
At line 998 changed 7 lines
|12-22|Allocated Tips|Derived from [IDFDV] Field Identifier: ‘W2-ALLOC-TIP’ (seq 3070)
|23-33|Uncollected Employee Tax on Tips\\ \\A 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)
|12-22|Allocated Tips|Derived from [IDFDV] ‘W2-ALLOC-TIP’ Field Identifier.
|23-33|Uncollected Employee Tax on Tips\\A combination of the uncollected social security tax and the uncollected medicare tax|Derived from [IDFDV] ‘W2-CODE-A’ + ‘W2-CODE-B’ Field Identifiers.
|34-44|Medical Savings Account|Derived from [IDFDV] ‘W2-CODE-R’ Field Identifier.
|45-55|Simple Retirement Account|Derived from [IDFDV] ‘W2-CODE-S’ Field Identifier.
|56-66|Qualified Adoption Expenses|Derived from [IDFDV] ‘W2-CODE-T’ Field Identifier.
|67-77|Uncollected SSA tax on Group Ins > 50000|Derived from [IDFDV] ‘W2-CODE-M’ Field Identifier.
|78-88|Uncollected Medicare tax on Group Ins > 50000|Derived from [IDFDV] ‘W2-CODE-N’ Field Identifier.
At line 1,006 changed one line
|111-121|Designated Roth Contribution under section 457(b)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-EE’ (seq 4260)
|111-121|Designated Roth Contribution under section 457(b)|Derived from [IDFDV] ‘W2-CODE-EE’ Field Identifier.
At line 1,009 changed one line
;Location 265 to 362: For Puerto Rico employees only.
__Location 265 to 362:__ \\For Puerto Rico employees only.
At line 1,012 changed 8 lines
|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|
|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
At line 1,022 changed one line
Location 363 to 384:For Virgin Islands, American Samoa, Guam, or Northern Mariana Islands employees.
__Location 363 to 384:__ \\For Virgin Islands, American Samoa, Guam, or Northern Mariana Islands employees.
At line 1,024 changed 2 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|
|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
At line 1,028 changed one line
!Record Name:Code RS - Supplemental Record (Use for State Wage Reporting)
\\ \\
!Record Name: Code RS - Supplemental Record (Use for State Wage Reporting)
At line 1,031 changed one line
|3-4|State code\\ \\Appropriate FIPS postal numeric code|Derived from the State being reported, from [IDFDV] sequence 7000\\ \\ e.g. California is code "06"
|3-4|State code. Appropriate FIPS postal numeric code|Derived from the State being reported, from [IDFDV] sequence 7000. Example: California is code "06"
At line 1,033 changed 11 lines
|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)
|10-18|Social Security Number|Derived from [IDFDV] ‘W2-EE-SSN’ Field Identifier. If an invalid SSN is encountered, this field is entered with zeroes.
|19-33|Employee First Name|Derived from [IDFDV] ‘W2-EE-FIRST-NAME’ Field Identifier.
|34-48|Employee Middle Name or Initial|Derived from [IDFDV] ‘W2-EE-MIDDLE’ Field Identifier.
|49-68|Employee Last Name|Derived from [IDFDV] ‘W2-EE-LAST-NAME’ Field Identifier.
|69-72|Employee Suffix|Derived from [IDFDV] ‘W2-EE-SUFFIX’ Field Identifier.
|73-94|Employee Location Address|Derived from [IDFDV] ‘W2-EE-LOCN-ADDR’ Field Identifier.
|95-116|Employee Delivery Address|Derived from [IDFDV] ‘W2-EE-DELIV-ADDR’ Field Identifier.
|117-138|Employee City|Derived from [IDFDV] ‘W2-EE-CITY’ Field Identifier.
|139-140|Employee State Abbreviation|Derived from [IDFDV] ‘W2-EE-STATE’ Field Identifier.
|141-145|Employee ZIP Code|Derived from [IDFDV] ‘W2-EE-ZIP’ Field Identifier.
|146-149|Employee ZIP Code Extension|Derived from [IDFDV] ‘W2-EE-ZIP-EXT’ Field Identifier.
At line 1,045 changed 6 lines
|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)
;Location 195 to 267:Applicable to Quarterly Unemployment Reporting
If the user specified ‘Period Type’ = ‘Quarter’, then Location 195 to 267 will be filled.
|155-177|Employee Foreign State/Province|Derived from [IDFDV] ‘W2-EE-F-STATE’ Field Identifier.
|178-192|Employee Foreign Postal Code|Derived from [IDFDV] ‘W2-EE-F-POSTAL’ Field Identifier.
|193-194|Employee Country Code|Derived from [IDFDV] ‘W2-EE-COUNTRY’ Field Identifier.
\\
__Location 195 to 267:__ \\Applicable to Quarterly Unemployment Reporting
If the user defined ‘Period Type’ = ‘Quarter’, then Locations 195 to 267 will be filled in.
At line 1,052 changed 7 lines
|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] and therefore for employees who exceed the maximum wage base, this Identifier will contain no SUI Insurance wages. [RPYEU] would then be using 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|This amount is derived from State Quarterly Unemployment Insurance Total Wages and the SUI Maximum wage base as defined by the state government\\
|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, and 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
|195-196|Optional Code. State Specific Data. If not used, enter blanks|
|197-202|Reporting Period MMYYYY|From the user defined Period End Date converted to MMYYYY for the quarter. Example: Period End Date = ‘31-Dec-2017’, then reporting period is ‘122017’
|203-213|State Quarterly Unemployment Insurance Total Wages|Derived from [IDFDV] ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ Field Identifiers. \\ \\Note that the [IDFDV] Identifier ‘W2-SUI-WAGE-ER’ is not used to report this field because the value may already been capped by Symmetry during the US Tax calculation in [UPCALC]. Therefore for employees who exceed the maximum wage base, this Identifier will contain no SUI Insurance wages. \\ \\ [RPYEU] would then use the State Taxable wages from the ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ Field Identifier that are related to the employee's Home GEO and Work GEO code to report SUI Total Wages.
|214-224|State Quarterly Unemployment Insurance Taxable Wages|This amount is derived from State Quarterly Unemployment Insurance Total Wages and the SUI Maximum wage base, as defined by the state government.
|225-226|Number of Weeks Worked|From system derived # of Weeks Worked for the Reporting State. \\The system reads all pay headers with the pay category defined as ‘Regular Pay’, that are not reversed, and the Pay Issue Date falls within the user defined Quarter start and end dates.\\ \\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 MMDDYYYY|From the system derived latest Employment Hired Date
|235-242|Date of Separation MMDDYYYY|From the system derived latest Employment Termination Date, that is greater than the Employment Hired Date.
At line 1,060 changed one line
|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 screen for the SUI Registration of the State
|248-267|State Employer Account Number|Derived from [IDFDV] ‘W2-STATE-REGIST’ Field Identifier for the reporting State.\\ \\When [RPYEU] is run, if the Media Format is defined as ‘State SUI File Format’, then this field contains the SUI Registration Number from the IDGV form for the SUI Registration of the State.
At line 1,062 changed 3 lines
;Location 274 to 337:Applicable to INCOME TAX REPORTING.
If the user specified ‘Period Type’ = ‘Quarter’ or ‘Year’, then Location 274 to 337 will be filled.
\\
__Location 274 to 337:__\\Applicable to INCOME TAX REPORTING.
If the user defined ‘Period Type’ is set to ‘Quarter’ or ‘Year’, then Locations 274 to 337 will be filled in.
At line 1,066 changed 12 lines
|274-275|State code, appropriate FIPS postal numeric code|Derived from the State being reported\\ \\e.g. California is code "06"
|276-286|State Taxable Wages|Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’(7020) and ‘W2-ST-WAGE-WORK’ (7030)
|287-297|State Income Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-ST-TAX-HOME’ (7040) and ‘W2-ST-TAX-WORK’ (7050)
|298-307|Other State Data\\ \\To be defined by each state\\ \\e.g. 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 Tab:\\ \\'W2 STATE MEDIA FILING'\\'W2 TAX TYPE CODE'\\'W2 TAXING ENTITY'\\ \\'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|
|274-275|State code. Appropriate FIPS postal numeric code|Derived from the State being reported. Example: California is code "06"
|276-286|State Taxable Wages|Derived from [IDFDV] ‘W2-ST-WAGE-HOME’(7020) and ‘W2-ST-WAGE-WORK’ Field Identifiers.
|287-297|State Income Tax Withheld|Derived from [IDFDV] ‘W2-ST-TAX-HOME’ and ‘W2-ST-TAX-WORK’ Field Identifiers.
|298-307|Other State Data. To be defined by each State. Example: State: California|
|298-302|State data SUI Tax|Derived from [IDFDV] ‘W2-SUI-TAX-ER’ Field Identifier.
|303-307|State data SDI Tax|Derived from [IDFDV] ‘W2-SDI-TAX-EE’ Field Identifier.
|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 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 Tab:\\ \\ W2 STATE MEDIA FILING: defines 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 Identifier.
|309-319|Local Taxable Wages|If School Tax is reported, this field is derived from ‘W2-SCHL-WAGE’ Field Identifier.\\ \\If County Tax is reported, this field is derived from ‘W2-CN-WAGE-HOME’ and ‘W2-CN-WAGE-WORK’ Field Identifiers.\\ \\If City Tax is reported, this field is derived from: ‘W2-CI-WAGE-HOME’ and ‘W2-CI-WAGE-WORK’ Field Identifiers.
|320-330|Local Income Tax Withheld|If School Tax is reported, this field is derived from ‘W2-SCHL-TAX’ Field Identifier.\\ \\If County Tax is reported, this field is derived from ‘W2-CN-TAX-HOME’ and ‘W2-CN-TAX-WORK’ Field Identifiers.\\ \\If City Tax is reported, this field is derived from: ‘W2-CI-TAX-HOME’ and ‘W2-CI-TAX-WORK’ Field Identifiers.
|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|
At line 1,080 changed one line
;Multiple Code RS records:Multiple code RS records are generated for an employee if there are applicable county, city or school district tax information to be reported for a State. In this case, the state wages and tax will be zero for the subsequent code RS records.
\\ \\
__Multiple Code RS records:__ \\Multiple code RS records are generated for an employee if there are applicable county, city or school district tax information to be reported for a State. In this case, the state wages and tax will be zero for the subsequent code RS records.
At line 1,082 changed one line
!Record Name:Code RT - Total Record
!Record Name: Code RT - Total Record
At line 1,085 changed 19 lines
|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|Military Employee’s Basic Quarters and Combat Pay|Derived from [IDFDV] Field Identifier: ‘W2-CODE-Q’, total of all code ‘RW’ records since last ‘RE’ record
|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
|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. Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-FIT-WAGE’ Field Identifier.
|25-39|Federal Income Tax Withheld. Total of all code "RW" records since last "RE" record|Derived from [IDFDV] ‘W2-FIT-TAX’ Field Identifier.
|40-54|Social Security Wages. Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-SSN-WAGE’ Field Identifier.
|55-69|Social Security Tax Withheld. Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-SSN-TAX’ Field Identifier.
|70-84|Medicare Wages and Tips. Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-MEDI-WAGE’ Field Identifier.
|85-99|Medicare Tax Withheld. Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-MEDI-TAX’ Field Identifier.
|100-114|Social Security Tips. Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-SSN-TIP’ Field Identifier.
|115-129|Advanced Earned Income Credit. Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-EIC’ Field Identifier.
|130-144|Dependent Care Benefits. Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] W2-DEP-CARE’ Field Identifier.
|145-159|Deferred Compensation Contributions to Section 401(k). Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-CODE-D’ Field Identifier.
|160-174|Deferred Compensation Contributions to Section 403(b). Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-CODE-E’ Field Identifier.
|175-189|Deferred Compensation Contributions to Section 408(k)(6). Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-CODE-F’ Field Identifier.
|190-204|Deferred Compensation Contributions to Section 457(b). Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-CODE-G’ Field Identifier.
|205-219|Deferred Compensation Contributions to Section 501(c)(18)(D). Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-CODE-H’ Field Identifier.
|235-249|Non-Qualified Plan Section 457. Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-NQUAL-457’ Field Identifier.
|250-264|Employer Contribution to a Health Savings Account. Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-CODE-W’ Field Identifier.
|265-279|Non-Qualified Plan Not Section 457. Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-NQUAL-N457’ Field Identifier.
At line 1,105 changed 4 lines
|295-309|Cost of Employer-Sponsored Health Coverage|Derived from [IDFDV] Field Identifier: ‘W2-CODE-DD’, total of all code "RW" records since last "RE" record
|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
|295-309|Cost of Employer-Sponsored Health Coverage. Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-CODE-DD’ Field Identifier.
|310-324|Employer Cost of Premiums for Group Term Life Insurance over $50000. Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-CODE-C’ Field Identifier.
|325-339|Income Tax Withheld by Third-Party Payer. Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘SUB-3RD-PARTY-TAX’ Field Identifier.
|340-354|Income from Non-statutory Stock options. Total of all code "RW" records since last "RE" record.|Derived from [IDFDV] ‘W2-CODE-V’ Field Identifier.
At line 1,175 added one line
\\ \\
At line 1,111 changed one line
!Record Name:Code RU - Total Record (Optional for State Quarterly Reporting)
!Record Name: Code RU - Total Record (Optional for State Quarterly Reporting)
At line 1,114 changed 20 lines
|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
|115-144|Blank|
|145-159|Designated Roth Contribution under section 457(b)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-EE’, total of all code "RO" records since last "RE" record
|160-354|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|
|3-9|Number of RO Records. Total number of code "RO" records reported since last code "RE" record|
|10-24|Allocated Tips. Total of all code "RO" records since last "RE" record.|Derived from [IDFDV] Field Identifier: ‘W2-ALLOC-TIP’
|25-39|Uncollected Employee Tax on Tips. Total of all code "RO" records since last "RE" record.|Derived from [IDFDV] Field Identifier: ‘W2-CODE-A’ and ‘W2-CODE-B’
|40-54|Medical Savings Account. Total of all code "RO" records since last "RE" record.|Derived from [IDFDV] Field Identifier: ‘W2-CODE-R’
|55-69|Simple Retirement Account. Total of all code "RO" records since last "RE" record.|Derived from [IDFDV] Field Identifier: ‘W2-CODE-S’
|70-84|Qualified Adoption Expenses. Total of all code "RO" records since last "RE" record.|Derived from [IDFDV] Field Identifier: ‘W2-CODE-T’
|85-99|Uncollected SSA tax on Group Ins > 50000. Total of all code "RO" records since last "RE" record.|Derived from [IDFDV] Field Identifier: ‘W2-CODE-M’
|100-114|Uncollected Medicare tax on Group Ins > 50000. Total of all code "RO" records since last "RE" record.|Derived from [IDFDV] Field Identifier: ‘W2-CODE-N’
|145-159|Designated Roth Contribution under section 457(b). Total of all code "RO" records since last "RE" record.|Derived from [IDFDV] Field Identifier: ‘W2-CODE-EE’
|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
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At line 1,136 changed one line
!Record Name:Code RF - Final Record
!Record Name: Code RF - Final Record
At line 1,140 changed one line
|8-16| Number of RW Records\\ \\Total number of code "RW" records on file|
|8-16| Number of RW Records. Total number of code "RW" records on file|
This page (revision-96) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop