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

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30 26-Nov-2021 10:22 14 KB Karen Parrott to previous
29 26-Nov-2021 10:22 14 KB Karen Parrott to previous | to last
28 26-Nov-2021 10:22 14 KB Meg McFarland to previous | to last
27 26-Nov-2021 10:22 13 KB Meg McFarland to previous | to last
26 26-Nov-2021 10:22 21 KB lurtan to previous | to last
25 26-Nov-2021 10:22 22 KB kparrott to previous | to last
24 26-Nov-2021 10:22 22 KB kparrott to previous | to last
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21 26-Nov-2021 10:22 28 KB kparrott to previous | to last US_Annual_Qtrly_Reporting_GEN ==> Tax Reporting - US General

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Tax Reporting - UT
Tax Reporting - UT

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At line 45 changed one line
|Parameters, Annual Form Code:|(example: use standard form code‘HL$US-W2-2013’)
|Parameters, Annual Form Code:|(example: use standard form code‘HL$US-W2-2014’)
At line 47 changed one line
|Parameters, Period End Date:|Year End Date (i.e. 31-Dec-2012)
|Parameters, Period End Date:|Year End Date (i.e. 31-Dec-2013)
At line 53 removed 40 lines
!Record Name: Code RA - Transmitter Record (Same as the Federal Code RA)
||Column||Description||Source
|1-2|Record Identifier|Constant "RA"
|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) and Software Vendor Code|Derived from [IDFDV] Field Identifier: ‘SUB-PIN-NUMBER’ (seq 1010)\\ \\Please note that this field consists of an eight character PIN code in positions 12-19, a four character software vendor code in positions 20-23, and five blanks in positions 24-28
|29|Resub Indicator|Derived from [IDFDV] Field Identifier: ‘SUB-RESUB-IND’ (seq 1020)
|30-35|Resub WFID|Derived from [IDFDV] 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)
|172-176|Blank|
|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)
|351-355|Blank|
|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)
|443-445|Blank|
|446-485|Contact E-mail|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-EMAIL’ (seq 1280)
|486-488|Blank|
|489-498|Contact Fax|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-FAX’ (seq 1290)
|499-499|Filler
|500-500|Preparer Code|Derived from [IDFDV] Field Identifier: ‘SUB-PREPARER’ (seq 1310)
|501-512|Blank|
At line 94 changed 26 lines
!Record Name: Code RE - Employer Record (Same as the Federal Code RE)
||Column||Description||Source
|1-2|Record Identifier|Constant "RE"
|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)
|8-16|Employer/Agent EIN|System derived from the applicable Federal reporting EIN, from IDGV or IDGR
|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)
|175-178|Blank|
|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 is "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)
|222-512|Blank|
!Record Name: Code RA – Submitter Record (Same as the Federal Code RA)
[{InsertPage page='W2_EFW2_RECORD_RA'}]
\\
!Record Name: Code RE – Employer Record (Same as the Federal Code RE)
[{InsertPage page='W2_EFW2_RECORD_RE'}]
\\
At line 177 changed one line
|23-33|Uncollected Employee Tax on Tips\\ \\The 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)
|23-33|Uncollected Employee Tax on Tips|The 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)
At line 190 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 202 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 229 changed one line
|274-275|State Code, Appropriate FIPS Postal Numeric Code|Derived from the State being reported\\ \\Numeric Code for Utah is ‘49’
|274-275|State Code|Appropriate FIPS Postal Numeric Code\\ \\Derived from the State being reported\\ \\Numeric Code for Utah is ‘49’
At line 239 changed one line
|3-9|Number of RW Records\\ \\Total number of code "RW" records reported since last code "RE" record|
|3-9|Number of RW Records|Total number of code "RW" records reported since last code "RE" record
At line 268 changed one line
|3-9|Number of RO Records\\ \\Total number of code "RO" records reported since last code "RE" record|
|3-9|Number of RO Records|Total number of code "RO" records reported since last code "RE" record
At line 279 changed 9 lines
|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|
|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
At line 299 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
At line 305 changed one line
*Annual Form Code - Use the standard supplied form code HL$US-W2-2013. The Variables need to be entered in this form code for specific use in the installation.
*Annual Form Code - Use the standard supplied form code HL$US-W2-2014. The Variables need to be entered in this form code for specific use in the installation.
At line 309 changed one line
*Period End Date:Enter the quarter end date, i.e. 30-Mar-2013
*Period End Date:Enter the quarter end date, i.e. 30-Mar-2014
At line 317 changed one line
|6-14|Federal EIN \\ \\Numeric only|
|6-14|Federal EIN |Numeric only
At line 322 changed 2 lines
|139-148 UT|Employer State\\ \\The standard two character FIPS postal abbreviation of the employer’s address|Derived from the Entity Location
|149-153 UT|ZIP code extension\\ \\Blank|
|139-148 UT|Employer State|The standard two character FIPS postal abbreviation of the employer’s address\\ \\Derived from the Entity Location
|149-153 UT|ZIP code extension|Blank
At line 326 changed one line
|160-160|Type of Employment\\ \\‘A’, “H’, ‘M’, ‘Q’, ‘R’, or ‘X’|Derived from [IDFDV] Field Identifier: ‘TYPE OF EMPLOYMENT’
|160-160|Type of Employment|‘A’, “H’, ‘M’, ‘Q’, ‘R’, or ‘X’\\ \\Derived from [IDFDV] Field Identifier: ‘TYPE OF EMPLOYMENT’
At line 330 changed one line
|169-170 UT|State Identifier Code\\ \\The state FIPS postal numeric code for the state to which wages are being reported\\ \\Use code ‘49’ for Utah|
|169-170 UT|State Identifier Code|The state FIPS postal numeric code for the state to which wages are being reported\\ \\Use code ‘49’ for Utah
At line 335 changed one line
|188-275 UT|For Multi-State Employer Reporting\\ \\Not supported, fill with blanks|
|188-275 UT|For Multi-State Employer Reporting|Not supported, fill with blanks
At line 340 changed 2 lines
|2-10|Social Security Number\\ \\Employee’s social security number; if not known, enter ‘I’ in position 2 and blanks in position 3-10|
|11-37 UT|Employee Name\\ \\Enter last name first|
|2-10|Social Security Number|Employee’s social security number; if not known, enter ‘I’ in position 2 and blanks in position 3-10
|11-37 UT|Employee Name|Enter last name first
At line 343 changed one line
|124-125 UT|State Code\\ \\Enter the state FIPS postal numeric code for the state to which wages are being reported|Constant ‘49’
|124-125 UT|State Code|Enter the state FIPS postal numeric code for the state to which wages are being reported\\ \\Constant ‘49’
At line 345 changed 3 lines
|128-131 UT|Reporting Period\\ \\Enter the last month and year for the calendar period for which this report applies (i.e. 0612 for Apr-June 2012)|
|132-140 UT|State QTR Total Gross Wages\\ \\Quarterly wages subject to all taxes|
|141-149 UT|State QTR Unemployment Insurance Taxable Wages\\ \\State QTR UI total wages less state QTR UI excess wages|
|128-131 UT|Reporting Period|Enter the last month and year for the calendar period for which this report applies (i.e. 0612 for Apr-June 2012)
|132-140 UT|State QTR Total Gross Wages|Quarterly wages subject to all taxes
|141-149 UT|State QTR Unemployment Insurance Taxable Wages|State QTR UI total wages less state QTR UI excess wages
At line 349 changed one line
|203-208 UT|Date First Employed (MMDDYY)\\ \\Enter month date year (i.e. 092797)|
|203-208 UT|Date First Employed (MMDDYY)|Enter month date year (i.e. 092797)
At line 355 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 357 changed one line
|35-47 UT|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.|
|35-47 UT|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.
At line 363 changed one line
|2-8 UT|Total Number of Employees in File\\ \\Enter the total number of ‘S’ records in the entire file|
|2-8 UT|Total Number of Employees in File|Enter the total number of ‘S’ records in the entire file
This page (revision-30) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop