This page (revision-96) was last changed on 26-Nov-2021 10:22 by Meg McFarland

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

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Version Date Modified Size Author Changes ... Change note
96 26-Nov-2021 10:22 66 KB Meg McFarland to previous
95 26-Nov-2021 10:22 66 KB Meg McFarland to previous | to last
94 26-Nov-2021 10:22 66 KB Meg McFarland to previous | to last
93 26-Nov-2021 10:22 65 KB mmcfarland to previous | to last
92 26-Nov-2021 10:22 81 KB mmcfarland to previous | to last
91 26-Nov-2021 10:22 102 KB mmcfarland to previous | to last
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Page References

Incoming links Outgoing links
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]/[NASWA] wage reporting format. All supported formats for each state are listed in Section IV.
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]/[NASWA] 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 ‘PR_US_W2_PROCESS_20yy’.
For additional information and detailed field description of the [RPYEU] function, please refer to W2 Year End procedure document [PR_US_W2_PROCESS_20yy].
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1) RPREGT - Produce QTD Register for quarterly reporting
*RPREGT - Produce QTD Register for Quarterly Reporting
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2) IDFD Set up Form and File Definition.
- this screen specifies the default values for client to enter on IDFDV screen
- the information on this screen is provided from High Line 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 High Line.
*IDFD - Set up Form and File Definition
**This screen specifies the default values for client to enter on IDFDV screen
**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.
At line 18 changed 2 lines
3) IDFDV - Enter the Variables
- All clients must enter the IDFDV variables for the High Line supplied script file ‘HL$US-W2-ccyy’ (where ccyy denotes the tax year and will be update by High Line each year) must be entered where applicable. In addition, and for the clients who report quarterly wages in the ICESA/NASWA format, then the IDFDV variables for a second High Line supplied script file ‘HL$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
**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.
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4) RDFD - to report the File Definition from IDFD and IDFDV screen
*RDFD - To Report the File Definition from IDFD and IDFDV
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5) RPYEU - Produce US Year/Quarter End Summary Report for the reporting year or the reporting quarter.
- client must use this report to balance to the QTD Register report (RPREGT) for quarter report.
- client must check exception messages from this Summary Report and correct the exceptions.
- 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
- client must run RPYEU one state at a time to generate State specific file.
- each State may have its own requirement, the user must check with High Line 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, it 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 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
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Only employees in entities with a government registration set up for ‘State SUI Registration’ will be selected.
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Only Employees in Entities with a Government Registration setup for ‘State SUI Registration’ will be selected.
!IMUF – Define User Fields
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IMUF – Define User Fields
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IEID – Employee Identity Screen User Field
!IEID – Employee Identity Screen User Field
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Clients with one Federal Registration
!Clients with One Federal Registration
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Note: If Registration Type ‘US Fed Regist 1’ is used, then the FICA registration should be defined using Registration Type = ‘US FICA Regist 1’.
%%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’.%%
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Clients with multiple Federal Registrations
!Clients with Multiple Federal Registrations
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Note: If Registration Type ‘US Fed Regist 1’ is used, then the FICA registration should be defined using Registration Type = ‘US FICA Regist 1’. If ‘US Fed Regist 2’ is used, then use ‘US FICA Regist 2’. If ‘US Fed Regist 3’ is used, then use ‘US FICA Regist 3’ etc…
i.e. At Federal level, always matching the last digit of Registration Type. This is similar to State/Local Registration levels ‘Regist type’.
%%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’. If ‘US Fed Regist 2’ is used, then use ‘US FICA Regist 2’. If ‘US Fed Regist 3’ is used, then use ‘US FICA Regist 3’ etc…
i.e. At Federal level, always matching the last digit of Registration Type. This is similar to State/Local Registration levels ‘Regist type’.%%
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IDGR - Define Group for Federal/State/Local Govt Registration
!IDGR - Define Group for Federal/State/Local Govt Registration
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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.%%
This page (revision-96) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop