This page (revision-30) was last changed on 26-Nov-2021 10:22 by Karen Parrott

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

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Version Date Modified Size Author Changes ... Change note
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
23 26-Nov-2021 10:22 28 KB kparrott to previous | to last
22 26-Nov-2021 10:22 28 KB eyeung to previous | to last
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 9 added 3 lines
*(W2 File) A new field, 'Kind of Employer' has been added to the RE Employer Record (position 174). This is a required field.
*(W2 File) A new field, 'Cost of Employer-Sponsored Health Coverage' has been added to the RW Employee Record (positions 463-473) and the RT Total Record (positions 295-309).
*(W2 File) A new field, 'Designated Roth Contributions Under a Governmental Section 457(b) Plan' has been added to the RO Employee Record (positions 111-121) and the RU Total Record (positions 145-159)
At line 10 removed 9 lines
- (W2 File) A new field, Kind of Employer, has been added to the RE Employer Record (position 174). This is a required field.
-
- (W2 File) A new field, Cost of Employer-Sponsored Health Coverage, has been added to the RW Employee Record (positions 463-473) and the RT Total Record (positions 295-309).
-
- (W2 File) A new field, Designated Roth Contributions Under a Governmental Section 457(b) Plan, has been added to the RO Employee Record (positions 111-121) and the RU Total Record (positions 145-159)
At line 20 changed one line
This document contains abbreviated set up requirement for the state of Oklahoma only, please refer to the general document ([US_Annual_Qtrly_Reporting_GEN]) for other setup procedure that may also be required.
This document contains abbreviated set up requirement for the state of Utah only, please refer to the general document ([US_Annual_Qtrly_Reporting_GEN]) for other setup procedure that may also be required.
At line 23 changed 3 lines
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up for 'State Registration' for State/Province: Oklahoma.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for 'State Registration' for State/Province: Oklahoma.
*'W2 STATE MEDIA FILING' - OK state accepts W2 wage report with federal and other state information, therefore, the Media Filing variable can be set to '01', which will include state information in the Federal File. (However it must be set to '02' if a W2 magnetic media file is required for the state of OK only.)
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up for 'State Registration' for State/Province: Utah.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for 'State Registration' for State/Province: Utah.
*'W2 STATE MEDIA FILING' - Must be ‘02’ to generate UT state magnetic media file for UT state only.
At line 28 changed 3 lines
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up with 'State SUI Registration' for State/Province: Oklahoma.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up with 'State SUI Registration' for State/Province: Oklahoma.
**'W2 STATE MEDIA FILING' - Must be '02' to generate State UI wage file for state of Oklahoma.
*The [IDGV Definition|IDGV#DefinitionTab]tab must be set up with 'State SUI Registration' for State/Province: Utah.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up with 'State SUI Registration' for State/Province: Utah.
**'W2 STATE MEDIA FILING' - Must be ‘02’ to generate UI wage magnetic media file for state of Utah.
At line 33 changed 5 lines
*For 2008 reporting, the Oklahoma Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 file format, and the filing of Quarterly UI wages via magnetic media using the NASWA/ICESA format.
*Records required for the W2 reporting are: Codes RA,RE,RW/RO,RS,RT/RU,RF.
*The State of Oklahoma requires to file the OK state file by itself, therefore [IDGV] must be set up as follows:
**for State Registration of Oklahoma, the IDGV Variable:
***'W2 STATE MEDIA FILING' 01 - Federal File Format to include Federal Record Types.
*The Utah Department of Revenue accepts filing of W2s on the internet using the EFW2 file format [please note that annual filing of forms W2 on magnetic media will be discontinued on that same date], and the filing of Quarterly UI wages via magnetic media using the [ICESA] format.
*Records required for the W2 reporting are: Code RA,RE,RW/RO,RS,RT/RU,RF; and for the UI wage reporting are: Codes ‘E’,’S’,’T’,’F’.
*The State of Utah requires to file the UT state file by itself, therefore [IDGV] must be set up as follows:
**for State Registration of Utah, the IDGV Variable:
***'W2 STATE MEDIA FILING' 02 – State requires its own File, do not include other State information in the State File.
At line 43 added 6 lines
At line 76 removed 38 lines
SET UP
- This document contains abbreviated set up requirement for the specific state only, please refer to the general document (US_Annual_Qtrly_Reporting_GEN) for other setup procedure that may also be required.
IDGV - State Registration
- IDGV Definition Tab must be set up for ‘State Registration’ for State/Province: Utah
- IDGV Variables Tab must be set up for ‘State Registration’ for State/Province: Utah
‘W2 STATE MEDIA FILING’ - Must be ‘02’ to generate UT state magnetic media file for UT state only
IDGV - State SUI Registration
- IDGV Definition Tab must be set up with ‘State SUI Registration’ for State/Province: Utah
- IDGV Variables Tab must be set up with ‘State SUI Registration’ for State/Province: Utah
‘W2 STATE MEDIA FILING’ - Must be ‘02’ to generate UI wage magnetic media file for state of Utah
STATE FILE PROCEDURES
- The Utah Department of Revenue accepts filing of W2s on the internet using the EFW2 file format [please note that annual filing of forms W2 on magnetic media will be discontinued on that same date], and the filing of Quarterly UI wages via magnetic media using the ICESA format.
- Record Codes required for the W2 reporting are: Code RA,RE,RW/RO,RS,RT/RU,RF; and for the UI wage reporting are: Codes ‘E’,’S’,’T’,’F’.
- Utah State requires to file the UT state file by itself, therefore the user must set up IDGV as follows:
- for State Registration of Utah, the IDGV Variable:
‘W2 STATE MEDIA FILING’
02 – State requires its own File, do not include other State information in the State File
This page (revision-30) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop