This page (revision-155) was last changed on 19-Oct-2022 21:04 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
155 19-Oct-2022 21:04 1 KB Karen Parrott to previous
154 26-Nov-2021 10:22 1 KB kparrott to previous | to last
153 26-Nov-2021 10:22 1 KB mmcfarland to previous | to last
152 26-Nov-2021 10:22 2 KB mmcfarland to previous | to last
151 26-Nov-2021 10:22 2 KB kparrott to previous | to last
150 26-Nov-2021 10:22 2 KB kparrott to previous | to last
149 26-Nov-2021 10:22 2 KB kparrott to previous | to last
148 26-Nov-2021 10:22 2 KB kparrott to previous | to last
147 26-Nov-2021 10:22 2 KB kparrott to previous | to last
146 26-Nov-2021 10:22 2 KB rforbes to previous | to last
145 26-Nov-2021 10:22 2 KB eyeung to previous | to last
144 26-Nov-2021 10:22 2 KB eyeung to previous | to last
143 26-Nov-2021 10:22 2 KB rforbes to previous | to last Taxation W2 Process ==> W2 Process
142 26-Nov-2021 10:22 2 KB rforbes to previous | to last W2 Process ==> Taxation W2 Process
141 26-Nov-2021 10:22 2 KB jmyers to previous | to last

Page References

Incoming links Outgoing links
W 2 Process
W2 Process

Version management

Difference between version and

At line 23 changed 2 lines
*‘DD’ in Box 12 (optional for 2011) used to report the Cost of Employer-Sponsored Health Coverage
*‘EE’ in Box 12 used to report the Designated Roth Contributions under a governmental section 457(b) plan%%
*‘DD’ in Box 12 (optional for 2011) used to report the Cost of Employer-Sponsored Health Coverage
*‘EE’ in Box 12 used to report the Designated Roth Contributions under a governmental section 457(b) plan%%
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%%warning Important: For Oracle reports, RPW2/RP1099R must be run and the report sent to the PDF file instead of to the previewer. RPW2/RP1099R aligns the W2/1099R government forms in PDF format and allows the user to adjust the parameters of 'Adjust Top Margin' and ‘Between Form Space’ fields when generating the PDF file. Once the PDF file is generated, the Page set up does not need to be adjusted when printing.\\ \\For Windward report, RPW2 supports the 2-on-a-page form only.%%
%%warning Important: For Oracle reports, RPW2/RP1099R must be run and the report sent to the PDF file instead of to the previewer. RPW2/RP1099R aligns the W2/1099R government forms in PDF format and allows the user to adjust the parameters of 'Adjust Top Margin' and ‘Between Form Space’ fields when generating the PDF file. Once the PDF file is generated, the Page set up does not need to be adjusted when printing.\\ \\For Windward report, RPW2 supports the 2-on-a-page form only.%%
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For 2011-2012 reporting, [IDFD] Form Code ‘HL$US-W2-2012’ is used.
For 2011-2012 reporting, [IDFD] Form Code ‘HL$US-W2-2012’ is used.
At line 37 changed 2 lines
!IDFD – Store Option
For 2011-2012 reporting, [IDFD] Form Code ‘HL$US-W2-2012’ has supplied the ‘Store Option’ starting from Seq# 2000 in order for [RPYEU] to store the Employer Name / Addresses, Employee Name / Addresses in the Government Remittance tables.
!IDFD – Store Option
For 2011-2012 reporting, [IDFD] Form Code ‘HL$US-W2-2012’ has supplied the ‘Store Option’ starting from Seq# 2000 in order for [RPYEU] to store the Employer Name / Addresses, Employee Name / Addresses in the Government Remittance tables.
At line 40 changed one line
%%warning Important:[RPYEU] must be run with the new [IDFD] Form Code ‘HL$US-W2-2012’ or a copy of this Form Code that has the ‘Store Option’ set up to store the Names / Addresses and the Amounts in the Government Remittance Tables.\\ \\Any prior year’s Form Codes do not supply this option and therefore will not turn on the Store feature for [RPYEU].%%
%%warning Important:[RPYEU] must be run with the new [IDFD] Form Code ‘HL$US-W2-2012’ or a copy of this Form Code that has the ‘Store Option’ set up to store the Names / Addresses and the Amounts in the Government Remittance Tables.\\ \\Any prior year’s Form Codes do not supply this option and therefore will not turn on the Store feature for [RPYEU].%%
At line 42 changed one line
!RPYEU – New Capabilities
!RPYEU – New Capabilities
At line 46 changed one line
#[RPYEU] parameter ‘Sort by Active/Inactive’ has been enhanced from a [X_YES_NO] toggle to use the lexicon value [X_W2_SORT_ACTIVE].\\This allows sorting of terminated employees to be before or after the ‘Sort Level’ that is defined in the prompt. Read the [RPYEU Sort Level|W2 Process#RPYEUSortLevel] section below.
#[RPYEU] parameter ‘Sort by Active/Inactive’ has been enhanced from a [X_YES_NO] toggle to use the lexicon value [X_W2_SORT_ACTIVE].\\This allows sorting of terminated employees to be before or after the ‘Sort Level’ that is defined in the prompt. Read the [RPYEU Sort Level|W2 Process#RPYEUSortLevel] section below.
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|2|Print Control Number as defined from RPYEU ‘Sort Level By’ prompt
|2|Print Control Number as defined from RPYEU ‘Sort Level By’ prompt
At line 54 changed 3 lines
|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
|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
At line 58 changed one line
!RPW2 – capabilities (Oracle Report Only)
!RPW2 – capabilities (Oracle Report Only)
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*W2 Form Copy A, 1, B, C, 2, D and instructions are taken directly from the government link above, however, it is the user’s responsibility to ensure these Employee copies are acceptable by the government as substitute for the pre-printed forms prior to distributing to the employees.
*W2 Form Copy A, 1, B, C, 2, D and instructions are taken directly from the government link above, however, it is the user’s responsibility to ensure these Employee copies are acceptable by the government as substitute for the pre-printed forms prior to distributing to the employees.
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!IMUF – Define User Fields for [IDGV]
!IMUF – Define User Fields for [IDGV]
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For Quarterly reporting, these UDF's are used when ‘HL$US-QTR-2004’ Form Code is being used:
For Quarterly reporting, these UDF's are used when ‘HL$US-QTR-2004’ Form Code is being used:
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!IMUF – Define User Fields for [IDDP]
!IMUF – Define User Fields for [IDDP]
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!IMUF – Define User Fields for [IEID]
!IMUF – Define User Fields for [IEID]
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!IMUF – Define User Fields for [IDCO]
!IMUF – Define User Fields for [IDCO]
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!IDCO – Define ISO Country Code for Foreign Countries
!IDCO – Define ISO Country Code for Foreign Countries
At line 178 changed 3 lines
!IDDP – Department Screen
*The State of Minnesota requires a quarterly file report by MN State Unemployment Insurance Account Number and MN Employer Unit Number. These two numbers are defined at the department level, therefore, the UDF ‘SUI ER Number’ must be set up for each department. (e.g. For Department ‘Planning & Zoning’, the MN number is ‘7977999-004’, UDF ‘SUI ER Number’ = 7977999-004 should be entered on [IDDP])
*If the ‘SUI ER Number’ is not set up for a department, then the SUI ER Number from [IDGV] is used.
!IDDP – Department Screen
*The State of Minnesota requires a quarterly file report by MN State Unemployment Insurance Account Number and MN Employer Unit Number. These two numbers are defined at the department level, therefore, the UDF ‘SUI ER Number’ must be set up for each department. (e.g. For Department ‘Planning & Zoning’, the MN number is ‘7977999-004’, UDF ‘SUI ER Number’ = 7977999-004 should be entered on [IDDP])
*If the ‘SUI ER Number’ is not set up for a department, then the SUI ER Number from [IDGV] is used.
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*For all other states, ‘W2 Destination’ may be entered for distributing the W2 forms by department.
*For all other states, ‘W2 Destination’ may be entered for distributing the W2 forms by department.
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!IEID – Employee Identity Screen User Field
[IEID] is used to enter the ‘W2 Destination’, ‘MMREF Officer Code’ for the employee
*‘W2 Destination’ may be entered for distributing the W2 forms for this employee
!IEID – Employee Identity Screen User Field
[IEID] is used to enter the ‘W2 Destination’, ‘MMREF Officer Code’ for the employee
*‘W2 Destination’ may be entered for distributing the W2 forms for this employee
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!IDGR – Define Group for Govt Registration
!IDGR – Define Group for Govt Registration
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For each group at the Federal level, the Federal Registration number is retrieved according to the ‘Fed Regist Set’ and ‘Fed Regist Type’ from [IDGV] and then displayed on [IDGR].
For each group at the Federal level, the Federal Registration number is retrieved according to the ‘Fed Regist Set’ and ‘Fed Regist Type’ from [IDGV] and then displayed on [IDGR].
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For each group at the State/Prov/Local level, a ‘State/Prov Set’ and ‘State/Prov Type’ can be pointed to. Since each group can be paid in many different states, the State/Prov Registration number cannot be displayed on [IDGR]. For each employee belongs to this group, the State Registration Number is retrieved from [IDGV] by ‘State/Prov Set’ and ‘State/Prov Type’ and the Pay Header State/Prov of this employee.
For each group at the State/Prov/Local level, a ‘State/Prov Set’ and ‘State/Prov Type’ can be pointed to. Since each group can be paid in many different states, the State/Prov Registration number cannot be displayed on [IDGR]. For each employee belongs to this group, the State Registration Number is retrieved from [IDGV] by ‘State/Prov Set’ and ‘State/Prov Type’ and the Pay Header State/Prov of this employee.
At line 195 changed one line
At the local level, the Local Registration Number is retrieved from [IDGV] by ‘Local Regist Set’ and ‘Local Regist Type’ and the GEO Local of this employee
At the local level, the Local Registration Number is retrieved from [IDGV] by ‘Local Regist Set’ and ‘Local Regist Type’ and the GEO Local of this employee
At line 197 changed one line
Each group must define one of the following ‘W2 Employment Type’ for W2 reporting purpose:
Each group must define one of the following ‘W2 Employment Type’ for W2 reporting purpose:
At line 199 changed one line
*F – Form 944 filer
*F – Form 944 filer
At line 202 changed 2 lines
*Q – Medicare Qualified Government Employment (MQGE)
*R – Regular (All others)
*Q – Medicare Qualified Government Employment (MQGE)
*R – Regular (All others)
At line 206 changed one line
%%information Note:For the ‘Q - MQGE' type employment, it is not required to group all employees under one group. The MQGE employees can belong to a group with ‘R’ type employment, [IPRLU] can specify the proper MEDICARE and FICA method to classify MQGE employees (see below for detail)%%
%%information Note:For the ‘Q - MQGE' type employment, it is not required to group all employees under one group. The MQGE employees can belong to a group with ‘R’ type employment, [IPRLU] can specify the proper MEDICARE and FICA method to classify MQGE employees (see below for detail)%%
At line 208 changed one line
!IDSP – Define States
!IDSP – Define States
At line 210 changed one line
*An entry must exist on [IDGV] for a state with a ‘State Registration’ in order for the state to be reported.
*An entry must exist on [IDGV] for a state with a ‘State Registration’ in order for the state to be reported.
At line 214 changed one line
!IDCN – Define Counties
!IDCN – Define Counties
At line 216 changed one line
*The County Code is the first two segments of the GEO code. (e.g. In Indiana, GEO code ‘15-097-0670’ is for the city of ‘Indianapolis’, the County Code ‘15-097-0000’ is for County of ‘Marion’, therefore, set up County Code ‘15-097-0000’ ‘Marion’ on (IDCN).
*The County Code is the first two segments of the GEO code. (e.g. In Indiana, GEO code ‘15-097-0670’ is for the city of ‘Indianapolis’, the County Code ‘15-097-0000’ is for County of ‘Marion’, therefore, set up County Code ‘15-097-0000’ ‘Marion’ on (IDCN).
At line 218 changed one line
*An entry must exist on [IDGV] with ‘Local Registration’ for a County in order for the County tax to be reported.
*An entry must exist on [IDGV] with ‘Local Registration’ for a County in order for the County tax to be reported.
At line 220 changed 3 lines
!IDTX – Define Tax Jurisdictions
*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.
!IDTX – Define Tax Jurisdictions
*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.
At line 224 changed one line
!IDSD – Define School Districts
!IDSD – Define School Districts
At line 227 changed 2 lines
!IDGV – One or Multiple Government Registrations
For each Entity on [IDGV], the Government Registration Set that is used to collect Federal, State and Local Registrations must first be defined. Under the Registration Set, ‘Federal Registration’ must be set up for Country ‘USA with valid ‘Employer Identification Number’. Then State, Local Registrations may be set up for each State or Local under the same Registration Set.
!IDGV – One or Multiple Government Registrations
For each Entity on [IDGV], the Government Registration Set that is used to collect Federal, State and Local Registrations must first be defined. Under the Registration Set, ‘Federal Registration’ must be set up for Country ‘USA with valid ‘Employer Identification Number’. Then State, Local Registrations may be set up for each State or Local under the same Registration Set.
At line 232 changed one line
*Then within this set of Government Registrations, set up Federal/State/Local Registrations on [IDGV] for this set. (For example, on [IDGV], the user should set up Federal Registration with Registration Type = ‘US Fed Regist 1’.
*Then within this set of Government Registrations, set up Federal/State/Local Registrations on [IDGV] for this set. (For example, on [IDGV], the user should set up Federal Registration with Registration Type = ‘US Fed Regist 1’.
At line 234 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’, for MEDICARE registration, the Registration Type should = ‘US MEDI Regist 1’ etc. The last digit of the Registration Type must be matched.%%
%%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’, for MEDICARE registration, the Registration Type should = ‘US MEDI Regist 1’ etc. The last digit of the Registration Type must be matched.%%
At line 238 changed 2 lines
#One "Main Registration Set" can be used, then Registration Type ‘Fed Regist 1’, ‘Fed Regist 2’ up to ‘Fed Regist 9’ can be set up. This allows up to nine Federal Registrations.
#Multiple "Registration Sets" can be used, then set up Registration Type ‘Fed Regist 1’, ‘Fed Regist 2’ up to ‘Fed Regist 9’. This allows for an unlimited number of Federal Registrations.
#One "Main Registration Set" can be used, then Registration Type ‘Fed Regist 1’, ‘Fed Regist 2’ up to ‘Fed Regist 9’ can be set up. This allows up to nine Federal Registrations.
#Multiple "Registration Sets" can be used, then set up Registration Type ‘Fed Regist 1’, ‘Fed Regist 2’ up to ‘Fed Regist 9’. This allows for an unlimited number of Federal Registrations.
At line 241 changed one line
“Govt Registration Set” may be used to group similar Registrations together.
“Govt Registration Set” may be used to group similar Registrations together.
At line 256 changed one line
The [IDGV] “Govt Registration Set” and Registration Types are used on the [IDGR Registration|IDGR#RegistrationTab] tab for each of the Federal, State and Local level set up.
The [IDGV] “Govt Registration Set” and Registration Types are used on the [IDGR Registration|IDGR#RegistrationTab] tab for each of the Federal, State and Local level set up.
At line 261 changed 6 lines
If Registration Type = ‘US Fed Regist 1’ is used, then
*FICA Registration Type must = ‘US FICA Regist 1’
*MEDI Registration Type must = ‘US MEDI Regist 1’
If Registration Type = ‘US State Regist 1’ is used, then
*SUI Registration Type must = ‘US SUI Regist 1’
*SDI Registration Type must = ‘US SDI Regist 1’
If Registration Type = ‘US Fed Regist 1’ is used, then
*FICA Registration Type must = ‘US FICA Regist 1’
*MEDI Registration Type must = ‘US MEDI Regist 1’
If Registration Type = ‘US State Regist 1’ is used, then
*SUI Registration Type must = ‘US SUI Regist 1’
*SDI Registration Type must = ‘US SDI Regist 1’
At line 269 changed 6 lines
If Registration Type = ‘US Fed Regist 2’ is used, then
*FICA Registration Type must = ‘US FICA Regist 2’
*MEDI Registration Type must = ‘US MEDI Regist 2’
If Registration Type = ‘US State Regist 2’ is used, then
*SUI Registration Type must = ‘US SUI Regist 2’
*SDI Registration Type must = ‘US SDI Regist 2’
If Registration Type = ‘US Fed Regist 2’ is used, then
*FICA Registration Type must = ‘US FICA Regist 2’
*MEDI Registration Type must = ‘US MEDI Regist 2’
If Registration Type = ‘US State Regist 2’ is used, then
*SUI Registration Type must = ‘US SUI Regist 2’
*SDI Registration Type must = ‘US SDI Regist 2’
At line 276 changed one line
On the [IDGR Registration|IDGR#RegistrationTab] tab, when the user specifies to use State/Prov Type = ‘US State Regist 1’, this implies all State level registrations with the last digit matching ‘Regist 1’ should be used, thus ‘US SUI Regist 1’ will be used.
On the [IDGR Registration|IDGR#RegistrationTab] tab, when the user specifies to use State/Prov Type = ‘US State Regist 1’, this implies all State level registrations with the last digit matching ‘Regist 1’ should be used, thus ‘US SUI Regist 1’ will be used.
At line 278 changed 2 lines
!IDGV – Override Employer Name and Address by EIN
On the [IDGV Variables|IDGV#VariablesTab] tab, there is the option to define an override for the Employer’s Name and Address.
!IDGV – Override Employer Name and Address by EIN
On the [IDGV Variables|IDGV#VariablesTab] tab, there is the option to define an override for the Employer’s Name and Address.
At line 284 changed one line
!IDGV – Levels of Government Registrations
!IDGV – Levels of Government Registrations
At line 288 changed one line
*One or multiple Federal Registrations must exist for each entity with each Govt Regist Set for Registration Type ‘US Fed Regist 1’, etc.
*One or multiple Federal Registrations must exist for each entity with each Govt Regist Set for Registration Type ‘US Fed Regist 1’, etc.
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*An entry must exist for each state for an entity with ‘State Registration’ by Govt Regist Set and Registration Type
*When the ‘State Registration’ are being defined, , the ‘Variables’ tab must also be set up.
*An entry must exist for each state for an entity with ‘State Registration’ by Govt Regist Set and Registration Type
*When the ‘State Registration’ are being defined, , the ‘Variables’ tab must also be set up.
At line 294 changed 6 lines
*On the [IDGV Variables|IDGR#VariablesTab] tab, the variable ‘W2 State Media Filing’ must be set up to indicate if this state is required to produce a W2 File for the state.
*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, the federal file can be sent to the state
**02 – State requires its own file, do not include other state information in the State file
*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, ‘W2 State Media Filing’ variable = ‘01’ should be set up
*On the [IDGV Variables|IDGR#VariablesTab] tab, the variable ‘W2 State Media Filing’ must be set up to indicate if this state is required to produce a W2 File for the state.
*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, the federal file can be sent to the state
**02 – State requires its own file, do not include other state information in the State file
*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, ‘W2 State Media Filing’ variable = ‘01’ should be set up
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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 set to run by one State only and the Media Format = ‘State File Format’ should be selected.
*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 set to run by one State only and the Media Format = ‘State File Format’ should be selected.
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*An entry must exist for each County for an Entity with ‘Local Registration’ in order for the County tax to be reported.
*An entry must exist for each City for an Entity with ‘Local Registration’ in order for the City tax to be reported.
*When the ‘Local Registration’ is defined, the ‘Variables’ tab can optionally be set up in order to indicate if this Local requires to be filed via magnetic media on a W2 file:
*An entry must exist for each County for an Entity with ‘Local Registration’ in order for the County tax to be reported.
*An entry must exist for each City for an Entity with ‘Local Registration’ in order for the City tax to be reported.
*When the ‘Local Registration’ is defined, the ‘Variables’ tab can optionally be set up in order to indicate if this Local requires to be filed via magnetic media on a W2 file:
At line 313 changed 6 lines
*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
*If the Local information is to be reported along with the Federal File Code RS information, set up ‘W2 State Media Filing’ variable = ‘01’ for this local.
*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
*If the Local information is to be reported along with the Federal File Code RS information, set up ‘W2 State Media Filing’ variable = ‘01’ for this local.
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*If the Local information is to be reported along with the State File Code RS information, then set up the ‘W2 State Media Filing’ variable = ‘02’ for this local.
*If the Local information is to be reported along with the State File Code RS information, then set up the ‘W2 State Media Filing’ variable = ‘02’ for this local.
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*If the Local requires its own format, set up ‘W2 State Media Filing’ variable = ‘03’
*When [RPYEU] is run and ‘Local File format’ has been selected to be generated, then the specific City or County also needs to be selected, then the Local file format will be generated.
*If the Local requires its own format, set up ‘W2 State Media Filing’ variable = ‘03’
*When [RPYEU] is run and ‘Local File format’ has been selected to be generated, then the specific City or County also needs to be selected, then the Local file format will be generated.
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*If ‘W2 State Media Filing’ is set up for a Local, then the [IDGV Variables|IDGR#VariablesTab] tab must also be set up for:
**‘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 character Taxing Entity Code for each local:
***e.g. Ohio Cleveland would be ‘200’, refer to Cleveland filing requirement
*If ‘W2 State Media Filing’ is set up for a Local, then the [IDGV Variables|IDGR#VariablesTab] tab must also be set up for:
**‘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 character Taxing Entity Code for each local:
***e.g. Ohio Cleveland would be ‘200’, refer to Cleveland filing requirement
At line 335 changed 2 lines
*An entry must exist for each school district for an Entity with ‘School Registration’ for the school tax to be reported.
*When the ‘School Registration’ is defined, the [IDGV Variables|IDGR#VariablesTab] tab must be set up for:
*An entry must exist for each school district for an Entity with ‘School Registration’ for the school tax to be reported.
*When the ‘School Registration’ is defined, the [IDGV Variables|IDGR#VariablesTab] tab must be set up for:
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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 the School information is to be reported along with the Federal File Code RS information, set up the ‘W2 State Media Filing’ variable = ‘01’ for this Local.
*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 the School information is to be reported along with the Federal File Code RS information, set up the ‘W2 State Media Filing’ variable = ‘01’ for this Local.
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*If the School information is to be reported along with the State File Code RS information, set up the ‘W2 State Media Filing’ variable = ‘02’ for this Local.
*If the School information is to be reported along with the State File Code RS information, set up the ‘W2 State Media Filing’ variable = ‘02’ for this Local.
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*If the School requires its own format, set up ‘W2 State Media Filing’ variable = ‘03’
*If the School requires its own format, set up ‘W2 State Media Filing’ variable = ‘03’
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*If ‘W2 State Media Filing’ is set up for a School, then IDGV Variables Tab must also be set up:
**‘W2 TAX TYPE CODE’ to contain the following value: E – School District Income Tax
**‘W2 TAXING ENTITY’ to define the five character School District code
*If ‘W2 State Media Filing’ is set up for a School, then IDGV Variables Tab must also be set up:
**‘W2 TAX TYPE CODE’ to contain the following value: E – School District Income Tax
**‘W2 TAXING ENTITY’ to define the five character School District code
At line 355 changed 2 lines
!IDGV – Define State SUI Registrations for Quarterly Filing
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,
!IDGV – Define State SUI Registrations for Quarterly Filing
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,
At line 358 changed one line
According to each state’s quarterly filing format, some state may require to submit Taxes Due, Previous Underpayment etc. For each quarter, define the [IDGV Variables|IDGR#VariablesTab] tab for these quarterly amount for the proper ‘US SUI Regist’ prior to running [RPYEU].
According to each state’s quarterly filing format, some state may require to submit Taxes Due, Previous Underpayment etc. For each quarter, define the [IDGV Variables|IDGR#VariablesTab] tab for these quarterly amount for the proper ‘US SUI Regist’ prior to running [RPYEU].
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Please note each QTR field’s decimal point and enter in the above format.
Please note each QTR field’s decimal point and enter in the above format.
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!IDFD – Define Form Code
*Define Form Code ‘HL$US-W2-2012’ for EFW2 format (Year 2011-2012 reporting)
!IDFD – Define Form Code
*Define Form Code ‘HL$US-W2-2012’ for EFW2 format (Year 2011-2012 reporting)
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!IDFD – Starter Scripts
!IDFD – Starter Scripts
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‘HL$US-W2-2012’: SEED_IDFD_HL$US_W2_2012.sql
‘HL$US-W2-2012’: SEED_IDFD_HL$US_W2_2012.sql
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**If Form Code ‘HL$US-W2-2012’ does not exist, the script loads all new identifiers for Form Code ‘HL$US-W2-2012’.
**If Form Code ‘HL$US-W2-2012’ already exists, the script will update Form Code ‘HL$US-W2-2012’ existing identifiers from [IDFD] and leaving the client’s [IDFDV] set up untouched for existing identifiers.
**If Form Code ‘HL$US-W2-2012’ does not exist, the script loads all new identifiers for Form Code ‘HL$US-W2-2012’.
**If Form Code ‘HL$US-W2-2012’ already exists, the script will update Form Code ‘HL$US-W2-2012’ existing identifiers from [IDFD] and leaving the client’s [IDFDV] set up untouched for existing identifiers.
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!IDFD – Store Option
Since 2010-tax year reporting, [IDFD] Form Code ‘HL$US-W2-2011’ has supplied the ‘Store Option’ starting from Seq# 2000 in order for [RPYEU] to store the Employer Name / Addresses, Employee Name / Addresses and the Amounts of the Seq# in the Government Remittance Tables.
!IDFD – Store Option
Since 2010-tax year reporting, [IDFD] Form Code ‘HL$US-W2-2011’ has supplied the ‘Store Option’ starting from Seq# 2000 in order for [RPYEU] to store the Employer Name / Addresses, Employee Name / Addresses and the Amounts of the Seq# in the Government Remittance Tables.
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%%warning Important: [RPYEU] must be run with the new [IDFD] Form Code ‘HL$US-W2-2012’ or a copy of this Form Code that has the ‘Store Option’ set up to store the Addresses and the Amounts in the Government Remittance Tables.
Any prior year’s Form Codes do not supply this option and therefore will not turn on the store feature for [RPYEU].%%
%%warning Important: [RPYEU] must be run with the new [IDFD] Form Code ‘HL$US-W2-2012’ or a copy of this Form Code that has the ‘Store Option’ set up to store the Addresses and the Amounts in the Government Remittance Tables.
Any prior year’s Form Codes do not supply this option and therefore will not turn on the store feature for [RPYEU].%%
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!IDFDV – Copy Last Year’s Definition to Current Year
*After the script is loaded for ‘HL$US-W2-2012’, the [IDFDV] Variable definition may be copied from last year to current year. Go to [IDFDV] and use the COPY button to copy from last year’s definition as follows:
**On [IDFDV], select last year’s Form Code: ‘HL$US-W2-2011’
!IDFDV – Copy Last Year’s Definition to Current Year
*After the script is loaded for ‘HL$US-W2-2012’, the [IDFDV] Variable definition may be copied from last year to current year. Go to [IDFDV] and use the COPY button to copy from last year’s definition as follows:
**On [IDFDV], select last year’s Form Code: ‘HL$US-W2-2011’
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**The Copying dialog box is displayed, within the box, enter the current year New Form Code: ‘HL$US-W2-2012’
**Press the 'Copy Definition with Variables' button, this will copy the variables set up from ‘HL$US-W2-2011’ to ‘HL$US-W2-2012’ for the same Field Identifier name
**The Copying dialog box is displayed, within the box, enter the current year New Form Code: ‘HL$US-W2-2012’
**Press the 'Copy Definition with Variables' button, this will copy the variables set up from ‘HL$US-W2-2011’ to ‘HL$US-W2-2012’ for the same Field Identifier name
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!IDFDV – Form Definition Variables
!IDFDV – Form Definition Variables
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;Form Code ‘HL$US-W2-2012’ Identifiers:
;Form Code ‘HL$US-W2-2012’ Identifiers:
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|SUB-ER-EIN|Submitter’s Employer EIN|Constant|9 characters EIN
|SUB-ER-EIN|Submitter’s Employer EIN|Constant|9 characters EIN
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|SUB-COMP-LOCN|Company Location Address|Constant|Enter company’s location address\\ \\i.e. Attention, Suite, Room # etc
|SUB-COMP-DELIV|Company Delivery Address|Constant|Enter company’s delivery address\\ \\i.e. 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 extn
|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-COMP-LOCN|Company Location Address|Constant|Enter company’s location address\\ \\i.e. Attention, Suite, Room # etc
|SUB-COMP-DELIV|Company Delivery Address|Constant|Enter company’s delivery address\\ \\i.e. 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 extn
|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
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|W2-ER-LOCN-ADDR|Employer Location Address|Constant|Employer’s location address\\ \\i.e. 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\\ \\i.e. 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-LOCN-ADDR|Employer Location Address|Constant|Employer’s location address\\ \\i.e. 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\\ \\i.e. 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
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|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\\ \\i.e. 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\\ \\i.e. 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-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\\ \\i.e. 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\\ \\i.e. 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
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|W2-CONTROL-PRT|Print Control Number on Form|Constant|Null, 0, 1, 2, 3, 4, 5, 6\\ \\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-PRT|Print Control Number on Form|Constant|Null, 0, 1, 2, 3, 4, 5, 6\\ \\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
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#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’.
#For California, if [IDFDV] Identifier Seq 7260 W2-SDI-TAX-EE is not set up, the Box 14 may be set up to print ‘CASDI’ and the SDI amount.
#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’.
#For California, if [IDFDV] Identifier Seq 7260 W2-SDI-TAX-EE is not set up, the Box 14 may be set up to print ‘CASDI’ and the SDI amount.
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!IDFDV – Employer Primary Address and Mailing Address
*In order to use the Employer Primary Address, Identifiers 2020 – 2070 does not need to be set up, just leave these Identifiers blank, the system will use the Primary Address as default
!IDFDV – Employer Primary Address and Mailing Address
*In order to use the Employer Primary Address, Identifiers 2020 – 2070 does not need to be set up, just leave these Identifiers blank, the system will use the Primary Address as default
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*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.
*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.
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|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
|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
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|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
|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
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!IDFDV – Employee Primary Address and Mailing Address
*In order to use the Primary Address, Identifiers 2600 – 2650 does not need to be set up, just leave these Identifiers blank, the system will use the Primary Address as default
!IDFDV – Employee Primary Address and Mailing Address
*In order to use the Primary Address, Identifiers 2600 – 2650 does not need to be set up, just leave these Identifiers blank, the system will use the Primary Address as default
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*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.
*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.
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|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
|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
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|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
|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
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*On [IDGR], ‘W2 Employment Type’ must be defined on the [Registrations|IDGR#RegistrationsTab] tab for each group
*On [IDGR], ‘W2 Employment Type’ must be defined on the [Registrations|IDGR#RegistrationsTab] tab for each group
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**F – Form 944 filer
**F – Form 944 filer
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**Q – Medicare Qualified Government Employment
**R – Regular (All others)
**Q – Medicare Qualified Government Employment
**R – Regular (All others)
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*The ‘W2 Employment Type’ for a group MUST NOT BE CHANGED even if there are multiple effective date records for a group.
*If the ‘W2 Employment Type’ is changed for a group for different effective date, then the W2 reporting will be incorrect because it cannot qualify the YTD information under the proper ‘W2 Employment Type’.
*An employee may work for multiple ‘Types of Employment’ during a year, for example, an employee is a ‘Regular Employment’ employee during the year and is an ‘Agriculture Employment’ employee during the summer. In this case, the Agriculture Employment requires the reporting of the earnings on 943 and the agriculture earnings to be separate from the regular reporting of W2. A different group for Agriculture should be set up and the employees should be paid under the Agriculture group.
*When [RPYEU] is run, the employee will automatically be reported under the proper ‘W2 Type of Employment’ from [IDGR].
*For Medicare Qualified Government Employees, a specific Group with ‘W2 Type of Employment’ = ‘Q’ does not need to be set up in order for the employees to be reported with ‘Q’ type employment. The employee is classified as MQGE by the FICA and Medicare tax method on [IPRLU].
*If [IPRLU] FICA method = ‘Do not Calculate’ and the Medicare method is set up, this employee is qualified as MQGE employee and will be reported under ‘W2 Type of Employment’ ‘Q’ regardless of which group the employee belongs to.
*The ‘W2 Employment Type’ for a group MUST NOT BE CHANGED even if there are multiple effective date records for a group.
*If the ‘W2 Employment Type’ is changed for a group for different effective date, then the W2 reporting will be incorrect because it cannot qualify the YTD information under the proper ‘W2 Employment Type’.
*An employee may work for multiple ‘Types of Employment’ during a year, for example, an employee is a ‘Regular Employment’ employee during the year and is an ‘Agriculture Employment’ employee during the summer. In this case, the Agriculture Employment requires the reporting of the earnings on 943 and the agriculture earnings to be separate from the regular reporting of W2. A different group for Agriculture should be set up and the employees should be paid under the Agriculture group.
*When [RPYEU] is run, the employee will automatically be reported under the proper ‘W2 Type of Employment’ from [IDGR].
*For Medicare Qualified Government Employees, a specific Group with ‘W2 Type of Employment’ = ‘Q’ does not need to be set up in order for the employees to be reported with ‘Q’ type employment. The employee is classified as MQGE by the FICA and Medicare tax method on [IPRLU].
*If [IPRLU] FICA method = ‘Do not Calculate’ and the Medicare method is set up, this employee is qualified as MQGE employee and will be reported under ‘W2 Type of Employment’ ‘Q’ regardless of which group the employee belongs to.
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*The [RPYEU] Execution ID may also be attached to the file name by specifying the word ‘mex’ in the file name. For example:
*The [RPYEU] Execution ID may also be attached to the file name by specifying the word ‘mex’ in the file name. For example:
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*RPYEU attaches the ‘.xml’ extension to the specified Media File name for the XML file, for example:
*RPYEU attaches the ‘.xml’ extension to the specified Media File name for the XML file, for example:
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*[RPYEU] should always be run with Trace Level = ‘Exceptions only’ for all employees
*if there is problem in [RPYEU] and there is a need to determine which employee has the problem, [RPYEU] should be run with Trace Level = ‘Program Trace'. This will print a list of processed employees in order to determine which employee has the problem.
*When Trace Level = ‘Program Trace’, the SQL SELECT Statements for Federal, State and Local levels are written as Trace messages.
*When Trace Level = ‘Program Trace’, after each employee is processed, the estimated performance time for this employee is displayed.
*After determining which employee has the problem, [RPYEU] should be run for one employee with Trace Level = ‘Utility Trace’ to determine the problem in detail.
*When [RPYEU] is run with any Trace level, all trace messages are also written to a ‘_trace.csv’ file so that the file can be open with Excel for investigation, the dynamic SQL SELECT statement is written to ‘_select.txt’ file
*When the parameter ‘Create Data Dump’ toggle is checked, [RPYEU] will generate data dump files with .csv extension for any available Federal, State, Local, School information. These data dump files can be opened with an Excel spreadsheet for debugging and balancing purposes. For example, mex id 750234 is run with trace and data dump and following files are generated:
*[RPYEU] should always be run with Trace Level = ‘Exceptions only’ for all employees
*if there is problem in [RPYEU] and there is a need to determine which employee has the problem, [RPYEU] should be run with Trace Level = ‘Program Trace'. This will print a list of processed employees in order to determine which employee has the problem.
*When Trace Level = ‘Program Trace’, the SQL SELECT Statements for Federal, State and Local levels are written as Trace messages.
*When Trace Level = ‘Program Trace’, after each employee is processed, the estimated performance time for this employee is displayed.
*After determining which employee has the problem, [RPYEU] should be run for one employee with Trace Level = ‘Utility Trace’ to determine the problem in detail.
*When [RPYEU] is run with any Trace level, all trace messages are also written to a ‘_trace.csv’ file so that the file can be open with Excel for investigation, the dynamic SQL SELECT statement is written to ‘_select.txt’ file
*When the parameter ‘Create Data Dump’ toggle is checked, [RPYEU] will generate data dump files with .csv extension for any available Federal, State, Local, School information. These data dump files can be opened with an Excel spreadsheet for debugging and balancing purposes. For example, mex id 750234 is run with trace and data dump and following files are generated:
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!Government Media File – Code RW, RS when Select by State
!Government Media File – Code RW, RS when Select by State
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*When [RPYEU] is run and one state is selected, then [RPYEU] will be processed for that specific state only. Code RW and RS records will be generated according the State government requirement and the [IDGV Variables|IDGV#VariablesTab] tab ‘W2 State Media Filing’ set up.
*When [RPYEU] is run and one state is selected, then [RPYEU] will be processed for that specific state only. Code RW and RS records will be generated according the State government requirement and the [IDGV Variables|IDGV#VariablesTab] tab ‘W2 State Media Filing’ set up.
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*The user may exclude certain employees may be excluded W2 reporting by setting up [IDFDV] Identifier ‘W2-EXCLUDE-EE’
*If the value of this ‘W2-EXCLUDE-EE’ identifier is evaluated to ‘Y’, then the employee is bypassed.\\e.g. If employees whose Assignment Title = ‘Election Worker’ or ‘Self Employed’ are not to be reported, then for Identifier ‘W2-EXCLUDE-EE’, set up the following:
*The user may exclude certain employees may be excluded W2 reporting by setting up [IDFDV] Identifier ‘W2-EXCLUDE-EE’
*If the value of this ‘W2-EXCLUDE-EE’ identifier is evaluated to ‘Y’, then the employee is bypassed.\\e.g. If employees whose Assignment Title = ‘Election Worker’ or ‘Self Employed’ are not to be reported, then for Identifier ‘W2-EXCLUDE-EE’, set up the following:
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**Derivation Expression = decode(UPPER(~),’ELECTION WORKER','Y',‘SELF EMPLOYED’,'Y','N')\\%%information Note: UPPER(~) should be used to convert alphanumeric field to compare all Upper case letters.%%
*If there is a complex situation to exclude an employee, a STAT CODE may be used to indicate that the employee is excluded.\\e.g. An employee is excluded when he works in certain groups or with certain hours, then his work activity may kept track by using a STAT CODE. If the employee is to be excluded, then set the STAT CODE value to 1.00. In this case, [IDFDV] for Identifier ‘W2-EXCLUDE-EE’, the following should be set up:
**Derivation Expression = decode(UPPER(~),’ELECTION WORKER','Y',‘SELF EMPLOYED’,'Y','N')\\%%information Note: UPPER(~) should be used to convert alphanumeric field to compare all Upper case letters.%%
*If there is a complex situation to exclude an employee, a STAT CODE may be used to indicate that the employee is excluded.\\e.g. An employee is excluded when he works in certain groups or with certain hours, then his work activity may kept track by using a STAT CODE. If the employee is to be excluded, then set the STAT CODE value to 1.00. In this case, [IDFDV] for Identifier ‘W2-EXCLUDE-EE’, the following should be set up:
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In this situation, that means if the election worker’s earnings is less than $600 and there is no social security and medicare tax withheld, then the payment should not be reported on W2. The Election Worker situation should be handled as follows:
In this situation, that means if the election worker’s earnings is less than $600 and there is no social security and medicare tax withheld, then the payment should not be reported on W2. The Election Worker situation should be handled as follows:
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#If the employee is paid with election worker payment and FICA and Medicare tax are withheld, then determine if the employee should be excluded or not. If employee is excluded, a STAT CODE may be set up for [IDFDV] Identifier ‘W2-EXCLUDE-EE’ to exclude the employee from reporting on W2 form.
#All Election Workers may be excluded by using the EASD.ASSIGNMENT_TITLE = ‘ELECTION WORKER’, then the Identifier ‘W2-EXCLUDE-EE’ should be used to exclude EASD.ASSIGNMENT_TITLE = ‘’ELECTION WORKER’.
#If the employee is paid with election worker payment and FICA and Medicare tax are withheld, then determine if the employee should be excluded or not. If employee is excluded, a STAT CODE may be set up for [IDFDV] Identifier ‘W2-EXCLUDE-EE’ to exclude the employee from reporting on W2 form.
#All Election Workers may be excluded by using the EASD.ASSIGNMENT_TITLE = ‘ELECTION WORKER’, then the Identifier ‘W2-EXCLUDE-EE’ should be used to exclude EASD.ASSIGNMENT_TITLE = ‘’ELECTION WORKER’.
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#The existing GVT Run number that the employee’s W2 was originally issued may be located
#The existing GVT Run number that the employee’s W2 was originally issued may be located
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When RPW2 is run, the word ‘REISSUED’ or ‘CORRECTED’ should be entered for the prompt ‘Reissued/Corrected:’, then the W2 form will be printed with word specified.
When RPW2 is run, the word ‘REISSUED’ or ‘CORRECTED’ should be entered for the prompt ‘Reissued/Corrected:’, then the W2 form will be printed with word specified.
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This prompt is validated from lexicon ‘[X_PRINT_AND_RUN]’
*00 – Do not print, run
*01 – Print, do not run
*02 – Print and Run
*03 – Excp and Run
;‘00 – Do not print, run’:After the Government Registration is audited, do not print all registrations, continue to run [RPYEU]. This option suppresses all exception messages to be printed.
;‘01 – Print, do not run’ :After the Government Registration is audited, print all registrations, do not run [RPYEU]. This is used when all government registration set up needs to be verified prior to the [RPYEU] run. This option allows exception messages to be printed.
;‘02 – Print and Run’:After the Government Registration is audited, print all registrations, continue to run [RPYEU]. This should be the default so all government registration set up can be verified and [RPYEU] run. This option allows exception messages to be printed.
;‘03 – Excp and Run’:After the Government Registration is audited, do not print registrations, continue to run [RPYEU]. This option allows exception messages to be printed.
This prompt is validated from lexicon ‘[X_PRINT_AND_RUN]’
*00 – Do not print, run
*01 – Print, do not run
*02 – Print and Run
*03 – Excp and Run
;‘00 – Do not print, run’:After the Government Registration is audited, do not print all registrations, continue to run [RPYEU]. This option suppresses all exception messages to be printed.
;‘01 – Print, do not run’ :After the Government Registration is audited, print all registrations, do not run [RPYEU]. This is used when all government registration set up needs to be verified prior to the [RPYEU] run. This option allows exception messages to be printed.
;‘02 – Print and Run’:After the Government Registration is audited, print all registrations, continue to run [RPYEU]. This should be the default so all government registration set up can be verified and [RPYEU] run. This option allows exception messages to be printed.
;‘03 – Excp and Run’:After the Government Registration is audited, do not print registrations, continue to run [RPYEU]. This option allows exception messages to be printed.
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The following set up exception messages are highlighted if the ‘Set Up Exceptions’ are selected to be printed:
The following set up exception messages are highlighted if the ‘Set Up Exceptions’ are selected to be printed:
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;Empl nnn:Error: RS record posn 999 length = nn only, Field size exceeded for Amt 99999999.99\\ \\This Error message is issued when the Length of the Field Size available on the magnetic media file is not large enough to hold the amount. The field size is always checked for each numeric field prior to writing the amount into the file\\ \\This situation must be corrected because Oracle will report ‘#######’ in the field and the government will reject this file. The ‘#######’ is not corrected to report zero in the file because this will result in incorrect reporting for the W2 between the W2 form print and the W2 file.\\ \\The printing of the W2 will probably be large enough to print the field size while the magnetic media reporting could not report this large amount.\\ \\An investigation must be made to see if incorrect data is the cause of the problem, or Support must be contacted.
;Empl nnn:Error: RS record posn 999 length = nn only, Field size exceeded for Amt 99999999.99\\ \\This Error message is issued when the Length of the Field Size available on the magnetic media file is not large enough to hold the amount. The field size is always checked for each numeric field prior to writing the amount into the file\\ \\This situation must be corrected because Oracle will report ‘#######’ in the field and the government will reject this file. The ‘#######’ is not corrected to report zero in the file because this will result in incorrect reporting for the W2 between the W2 form print and the W2 file.\\ \\The printing of the W2 will probably be large enough to print the field size while the magnetic media reporting could not report this large amount.\\ \\An investigation must be made to see if incorrect data is the cause of the problem, or Support must be contacted.
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The printing of ‘Set Up Exceptions’ may be suppressed for [IDFDV], [IDGV], etc. However, the employee level of exception are always printed, as error or warning situations are encountered for each employee.
The printing of ‘Set Up Exceptions’ may be suppressed for [IDFDV], [IDGV], etc. However, the employee level of exception are always printed, as error or warning situations are encountered for each employee.
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The department is the prime assignment details’ department that is effective as of the user specified ‘As of date’
The department is the prime assignment details’ department that is effective as of the user specified ‘As of date’
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A special ‘W2 Destination’ may be defined at the department level or employee level for W2 distribution purpose.
A special ‘W2 Destination’ may be defined at the department level or employee level for W2 distribution purpose.
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‘Provide Sort Level Totals’ may also be specified if a ‘Sort Level By’ level has been specified
‘Provide Sort Level Totals’ may also be specified if a ‘Sort Level By’ level has been specified
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This prompt is sorted within the ‘Sort Level By’ and ‘Sort by Active / Inactive’ prompt
This prompt is sorted within the ‘Sort Level By’ and ‘Sort by Active / Inactive’ prompt
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*F – Form 944 filer
*F – Form 944 filer
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*Q – Medicare Qualified Government Employment
*R – Regular (All others)
*Q – Medicare Qualified Government Employment
*R – Regular (All others)
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The Employment Code is retrieved from [IDGR] ‘W2 Employment Type’ or employee’s [IPRLU] FICA and Medicare method.
The Employment Code is retrieved from [IDGR] ‘W2 Employment Type’ or employee’s [IPRLU] FICA and Medicare method.
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*If [IPRLU] FICA method = ‘Do not calculate’ and MEDICARE method is NOT ‘Do not calculate’, then this employee is classified as Employment Type ‘Q’ for W2 reporting. Otherwise, the W2 Type of Employment is derived from the [IDGR] ‘W2 Employment Type’ field.
*If [IPRLU] FICA method = ‘Do not calculate’ and MEDICARE method is NOT ‘Do not calculate’, then this employee is classified as Employment Type ‘Q’ for W2 reporting. Otherwise, the W2 Type of Employment is derived from the [IDGR] ‘W2 Employment Type’ field.
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*The default should be ‘No’ for most [RPYEU] file reporting. However, if the State filing does not require filing by ‘Types of Employment’, then this may be changed to ‘Yes’ in order to combine all types of employment under one Code RE record.
*If there is only ‘Regular’ types of employment, then this prompt can be ignored and ‘No’ will default all the time.
*The default should be ‘No’ for most [RPYEU] file reporting. However, if the State filing does not require filing by ‘Types of Employment’, then this may be changed to ‘Yes’ in order to combine all types of employment under one Code RE record.
*If there is only ‘Regular’ types of employment, then this prompt can be ignored and ‘No’ will default all the time.
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*Null, 0 – Do not print Control Number on W2 Form
*Null, 0 – Do not print Control Number on W2 Form
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*2 - Print Control Number as defined from RPYEU ‘Sort Level By’ prompt
*2 - Print Control Number as defined from RPYEU ‘Sort Level By’ prompt
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*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
*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
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*Enter your company data (e.g. ‘EID.PERSON_CODE’, or ‘DLN.LOCALITY’, or ‘PPA.PAYROLL_CODE’ etc.)
*Suppose a situation where Seq 2810 W2-CONTROL-NUM specifies a Data Base Column (e.g. ‘PPA.PAYROLL_CODE’) and within this year the employee has been paid by more than one entry of this database column (e.g. employee is paid under 2 Payroll Codes). If the Government Registrations are the same, the YTD values will be accumulated together and W2 Form Box d Control Number will be printed with one [PAYROLL_CODE] only (usually the [PAYROLL_CODE] with the name that is sorted last). For example:\\ \\Employee is paid by - PAYROLL_CODE: US CENTRAL BW\\Employee is also paid by - PAYROLL_CODE: US WEST BW\\Then ‘US WEST BW’ will be printed.
*Enter your company data (e.g. ‘EID.PERSON_CODE’, or ‘DLN.LOCALITY’, or ‘PPA.PAYROLL_CODE’ etc.)
*Suppose a situation where Seq 2810 W2-CONTROL-NUM specifies a Data Base Column (e.g. ‘PPA.PAYROLL_CODE’) and within this year the employee has been paid by more than one entry of this database column (e.g. employee is paid under 2 Payroll Codes). If the Government Registrations are the same, the YTD values will be accumulated together and W2 Form Box d Control Number will be printed with one [PAYROLL_CODE] only (usually the [PAYROLL_CODE] with the name that is sorted last). For example:\\ \\Employee is paid by - PAYROLL_CODE: US CENTRAL BW\\Employee is also paid by - PAYROLL_CODE: US WEST BW\\Then ‘US WEST BW’ will be printed.
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!!RPREGT – Pay Totals Register
!RPREGT – Selection Criteria
!!RPREGT – Pay Totals Register
!RPREGT – Selection Criteria
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!!RPYEU – US Year End Summary Report
!RPYEU – Selection Criteria – Annual Reporting
!!RPYEU – US Year End Summary Report
!RPYEU – Selection Criteria – Annual Reporting
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|Annual Form Code|Mandatory\\HL$US-W2-2012\\NOTE: always use the most current year form code ‘HL$US-W2-2011’\\Enter the most current year’s Form Code because [RPYEU] is programmed with identifiers from the most current year information. Prior year’s Form Code should not be used because prior year’s identifiers may be obsolete.\\For 2011-2012 reporting, Form Code from current year ‘HL$US-W2-2012’ contains the STORE OPTION field to store the Employer Addresses, Employee Addresses and Amounts in the Government Remittance Tables to be viewed on [IPGR]/[IPGH]
|Annual Form Code|Mandatory\\HL$US-W2-2012\\NOTE: always use the most current year form code ‘HL$US-W2-2011’\\Enter the most current year’s Form Code because [RPYEU] is programmed with identifiers from the most current year information. Prior year’s Form Code should not be used because prior year’s identifiers may be obsolete.\\For 2011-2012 reporting, Form Code from current year ‘HL$US-W2-2012’ contains the STORE OPTION field to store the Employer Addresses, Employee Addresses and Amounts in the Government Remittance Tables to be viewed on [IPGR]/[IPGH]
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|Period Type|Enter ‘Year’ for Annual reporting
|Period Type|Enter ‘Year’ for Annual reporting
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|Combine Employment Type|Check this toggle to combine ‘Regular’, ‘Agriculture’ employment, etc.
|Combine Fed Regist|Check this toggle to combine all selected ‘Federal Regist’ for State/Local reporting.\\Do not check this toggle when generating the Federal File\\When this toggle is checked, [RPYEU] will not store the Federal Level amounts on [IPGH] because the Federal Registration Number are combined and will not be linked to a specific Federal Registration Number.
|Media Format|Enter ‘Federal File Format’ for SSA reporting
|Combine Employment Type|Check this toggle to combine ‘Regular’, ‘Agriculture’ employment, etc.
|Combine Fed Regist|Check this toggle to combine all selected ‘Federal Regist’ for State/Local reporting.\\Do not check this toggle when generating the Federal File\\When this toggle is checked, [RPYEU] will not store the Federal Level amounts on [IPGH] because the Federal Registration Number are combined and will not be linked to a specific Federal Registration Number.
|Media Format|Enter ‘Federal File Format’ for SSA reporting
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|Federal Regist Set|Optional\\Enter only if you want to select by different ‘Federal Regist Set’. Otherwise, do not select Federal Regist Set if run for all employees.
|Federal Regist Set|Optional\\Enter only if you want to select by different ‘Federal Regist Set’. Otherwise, do not select Federal Regist Set if run for all employees.
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|Sort by Level|Enter ‘Sort by Level’ if necessary
|Sort by Level|Enter ‘Sort by Level’ if necessary
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|Sort People by|Enter ‘Sort People by’ if necessary
|Provide Sort Level Totals|Optional, if the toggle is ON, the total is generated for ‘Sort by Level’
|Federal Level Print|Enter‘Federal Level Print’ to show the amount detail for Federal level
|State Level Print|Enter ‘State Level Print’ to show the amount detail for State level
|SUI Level Print|Enter ‘SUI Level Print’ to show the amount detail for SUI level
|Local Level Print|Enter ‘Local Level Print’ to show the amount detail for County and City level
|School Level Print|Enter ‘School Level Print’ to show the amount detail for School level
|Sort People by|Enter ‘Sort People by’ if necessary
|Provide Sort Level Totals|Optional, if the toggle is ON, the total is generated for ‘Sort by Level’
|Federal Level Print|Enter‘Federal Level Print’ to show the amount detail for Federal level
|State Level Print|Enter ‘State Level Print’ to show the amount detail for State level
|SUI Level Print|Enter ‘SUI Level Print’ to show the amount detail for SUI level
|Local Level Print|Enter ‘Local Level Print’ to show the amount detail for County and City level
|School Level Print|Enter ‘School Level Print’ to show the amount detail for School level
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!RPYEU – Selection Criteria – Quarterly Reporting
!RPYEU – Selection Criteria – Quarterly Reporting
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|Quarterly Form Code|Optional\\If not specified, it defaults to the Annual Form Code with EFW2 format.\\If the State is using the format such as the [ICESA], TIB-4 and special format for quarterly reporting, enter ‘HL$US-QTR-2012.\\‘HL$US-QTR-2012’ may not be updated after 2012 because this format code is only used for prior year format [ICESA] and TIB-4, most states are converted to EFW2
|Quarterly Form Code|Optional\\If not specified, it defaults to the Annual Form Code with EFW2 format.\\If the State is using the format such as the [ICESA], TIB-4 and special format for quarterly reporting, enter ‘HL$US-QTR-2012.\\‘HL$US-QTR-2012’ may not be updated after 2012 because this format code is only used for prior year format [ICESA] and TIB-4, most states are converted to EFW2
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|Period Type|Enter ‘Quarter’ for Quarterly reporting
|Period Type|Enter ‘Quarter’ for Quarterly reporting
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|Combine Employment Type|Check this toggle to combine ‘Regular’, ‘Agriculture’ employment etc
|Combine Fed Regist|Check this toggle to combine all selected ‘Federal Regist’ for State/Local reporting
|Media Format|Enter ‘State File Format’ or ‘SUI File Format’ for State reporting\\For ‘SUI File Format’, the [IDGV] ‘SUI Registration’ number is used.
|Combine Employment Type|Check this toggle to combine ‘Regular’, ‘Agriculture’ employment etc
|Combine Fed Regist|Check this toggle to combine all selected ‘Federal Regist’ for State/Local reporting
|Media Format|Enter ‘State File Format’ or ‘SUI File Format’ for State reporting\\For ‘SUI File Format’, the [IDGV] ‘SUI Registration’ number is used.
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|Federal Regist Set|Optional\\Enter only if you want to select by different ‘Federal Regist Set’
|Federal Regist Set|Optional\\Enter only if you want to select by different ‘Federal Regist Set’
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|Select State|Mandatory for Quarterly State Filing, if State is not entered, then it’s a Federal run
|State Regist Set|Optional\\Enter only if you want to select by different ‘State Regist Set’
|Select State|Mandatory for Quarterly State Filing, if State is not entered, then it’s a Federal run
|State Regist Set|Optional\\Enter only if you want to select by different ‘State Regist Set’
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!RPYEU – Quarterly Form Code Set Up
*For quarterly filing, [IDFDV] Annual Form Code ‘HL$US-W2-2012’ must be set up for all Federal and State identifiers, including SUI/SDI, respecting the Work and Home State pay components. Form Code ‘HL$US-QTR-2012’ may also need to be set up, depending on each state.
*Annual Form code ‘HL$US-W2-2012’ is used to report the Federal File and W2 Form Information for 2011 year end, this Form Code information is also used to report quarterly information for the states for 2012.
!RPYEU – Quarterly Form Code Set Up
*For quarterly filing, [IDFDV] Annual Form Code ‘HL$US-W2-2012’ must be set up for all Federal and State identifiers, including SUI/SDI, respecting the Work and Home State pay components. Form Code ‘HL$US-QTR-2012’ may also need to be set up, depending on each state.
*Annual Form code ‘HL$US-W2-2012’ is used to report the Federal File and W2 Form Information for 2011 year end, this Form Code information is also used to report quarterly information for the states for 2012.
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*Prior to Jan 1, 2004, if the state is using ICESA, TIB4 or specific State Format, the [RPQTR] program was used to report the quarterly file with Form Code ‘HL$US-QTR-2012’
*Prior to Jan 1, 2004, if the state is using ICESA, TIB4 or specific State Format, the [RPQTR] program was used to report the quarterly file with Form Code ‘HL$US-QTR-2012’
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*The quarterly Form Code ‘HL$US-QTR-2012’ is being used and may not be changed because it contains all necessary identifiers to support the ICESA, TIB-4 and State specific format. However, all main processing is derived from Annual Form Code ‘HL$US-W2-2012’.
*When [RPYEU] is run for quarterly reporting, the Annual Form Code MUST be entered. It is optional to enter the Quarterly Form Code to use ‘HL$US-QTR-2012’ or to default to EFW2 ‘HL$US-W2-2012’ format.
*All identifiers from ‘HL$US-QTR-2012’ fields 3100, 3110, etc. will be calculated by [RPYEU] by retrieving values from HL$US-W2-2012 sequence #'s 7010, 7020 etc. Any value may be entered on ‘HL$US-QTR-2012’ sequence 3100, 3110, etc. and it will not be used.
*HL uses ‘HL$US-QTR-2012’ identifiers to obtain values that are applicable for ICESA, TIB4 formats.
*The quarterly Form Code ‘HL$US-QTR-2012’ is being used and may not be changed because it contains all necessary identifiers to support the ICESA, TIB-4 and State specific format. However, all main processing is derived from Annual Form Code ‘HL$US-W2-2012’.
*When [RPYEU] is run for quarterly reporting, the Annual Form Code MUST be entered. It is optional to enter the Quarterly Form Code to use ‘HL$US-QTR-2012’ or to default to EFW2 ‘HL$US-W2-2012’ format.
*All identifiers from ‘HL$US-QTR-2012’ fields 3100, 3110, etc. will be calculated by [RPYEU] by retrieving values from HL$US-W2-2012 sequence #'s 7010, 7020 etc. Any value may be entered on ‘HL$US-QTR-2012’ sequence 3100, 3110, etc. and it will not be used.
*HL uses ‘HL$US-QTR-2012’ identifiers to obtain values that are applicable for ICESA, TIB4 formats.
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!RPYEU – Sample Run
!RPYEU – Sample Run
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*From [IPGR] the employee’s detail government reporting information on [IPGH](Government Header) can be accessed.
*From [IPGR] the employee’s detail government reporting information on [IPGH](Government Header) can be accessed.
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*In a subsequent [RPYEU] run, the employee’s Government Header (PGH) information are re-generated, the same PGH information will be removed automatically when the new PGH is re-generated.
*In a subsequent [RPYEU] run, the employee’s Government Header (PGH) information are re-generated, the same PGH information will be removed automatically when the new PGH is re-generated.
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!!IPGR – Government Reporting Screen
!IPGR – GVT Run tab
!!IPGR – Government Reporting Screen
!IPGR – GVT Run tab
At line 1,002 changed one line
*The ‘Gvt Run’ column can be clicked in order to sort this column in either ascending or descending order of the Gvt Run #.
*The ‘Gvt Run’ column can be clicked in order to sort this column in either ascending or descending order of the Gvt Run #.
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!IPGR – Header Tab
!IPGR – Header Tab
At line 1,007 changed 3 lines
*The ‘Tax Info’ is displayed from GVT Headers taxation_level_suffix or State/Province, this Taxation Level Suffix is the ‘Type of Employment’ from [IDGR].
*The ‘Employee Remittance’ line stores the Federal Govt Registration information with the employer’s name and addresses along the total amounts. This employer name and address information will be printed on W2 Form by the Windward version of RPW2.
*The ‘Govt Reg – Tax Suffix’, ‘Employee Name’, or ‘Tax Info’ column can be clicked in order to sort these columns in either ascending or descending order.
*The ‘Tax Info’ is displayed from GVT Headers taxation_level_suffix or State/Province, this Taxation Level Suffix is the ‘Type of Employment’ from [IDGR].
*The ‘Employee Remittance’ line stores the Federal Govt Registration information with the employer’s name and addresses along the total amounts. This employer name and address information will be printed on W2 Form by the Windward version of RPW2.
*The ‘Govt Reg – Tax Suffix’, ‘Employee Name’, or ‘Tax Info’ column can be clicked in order to sort these columns in either ascending or descending order.
At line 1,012 changed one line
!!IPGH – Employee Government Reporting Screen
!!IPGH – Employee Government Reporting Screen
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*The ‘Tax Level’, ‘Type’, ‘Period’ or ‘Govt Registration’ column can be clicked in order to sort these columns in either ascending or descending order.
*The ‘Tax Level’, ‘Type’, ‘Period’ or ‘Govt Registration’ column can be clicked in order to sort these columns in either ascending or descending order.
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!IPGH – Amount tab
!IPGH – Amount tab
At line 1,022 changed one line
*The employee’s name and address information are stored for historical reference purpose, these name and address information will be printed on W2 Form by the Windward version of RPW2.
*The employee’s name and address information are stored for historical reference purpose, these name and address information will be printed on W2 Form by the Windward version of RPW2.
At line 1,025 changed 2 lines
!!UPGRUNDO – Undo GVT Run
!UPGRUNDO – Selection Criteria
!!UPGRUNDO – Undo GVT Run
!UPGRUNDO – Selection Criteria
At line 1,035 changed one line
!!RPW2 – W2 Form Print
!!RPW2 – W2 Form Print
At line 1,037 changed 2 lines
!RPW2 – W2 Form Print Selection Criteria
For Oracle version RPW2, run RPW2 must be run and the report sent to PDF file instead of to the Previewer. RPW2 aligned the W2 government forms in PDF format, allowing the user to adjust the parameters for ‘Top Margin’ and the ‘Between Form Space’ when generating the PDF file. Once the PDF file is generated, the page set up does not need to be adjusted when printing.
!RPW2 – W2 Form Print Selection Criteria
For Oracle version RPW2, run RPW2 must be run and the report sent to PDF file instead of to the Previewer. RPW2 aligned the W2 government forms in PDF format, allowing the user to adjust the parameters for ‘Top Margin’ and the ‘Between Form Space’ when generating the PDF file. Once the PDF file is generated, the page set up does not need to be adjusted when printing.
At line 1,042 changed 3 lines
|EE/ER Copy|Specifies if the Employee Copy or Employer Copy of W2 are to be printed\\ \\From the [X_W2_COPY] lexicon.\\ \\01 – Employer Copy\\On one page, print multiple Employees W2 info\\For ‘2 on 1 Page’, print two employees on one page\\For ‘4 on 1 Page’, print four employees on one page\\ \\02 – Employee Copy - on one page, print one Employee W2 info\\For ‘2 on 1 Page’, print one employee twice\\For ‘4 on 1 Page’, print one employee four times
|Show Form|Specifies which W2 Form Copy image is to be shown on the background\\This option is for ‘2 On 1 Page’ only, there is no form image for ‘4 On 1 Page’ from the government\\From the [X_W2_FORM_COPY] lexicon\\ \\00 – Not Specified - do not show W2 Form image\\This option is used to print W2 Forms on the pre-printed W2 Forms\\ \\01 – Copy A, SSA copy - This Copy A option is for viewing purpose only\\Copy A should not be sent to SSA with this option. Copy A should be printed on the pre-printed Copy A that are machine-readable\\ \\02 – Copy 1, State,Local copy\\ \\03 – Copy B, EE Federal copy\\ \\04 – Copy C, EE Record copy\\ \\05 – Copy 2, EE State,Local copy\\ \\06 – Copy D, ER copy\\ \\20 – Copy B + C (1 Pg)- Show Copy B and Copy C on one page\\ \\21 – Copy C + 2 (1 Pg)- Show Copy C and Copy 2 on one page\\ \\22 – Copy B + C + 2 (2 Pg) - Show Copy B and Copy C on one page follow by Copy 2 and Copy 2 on the next page
\\ \\For Windward RPW2\\Only ‘2-on-1-Page’ format is supported, the '4-on-1-Page' format is not available\\Only option ‘01 – Copy A, SSA copy’ is supported, the other options are not available
|EE/ER Copy|Specifies if the Employee Copy or Employer Copy of W2 are to be printed\\ \\From the [X_W2_COPY] lexicon.\\ \\01 – Employer Copy\\On one page, print multiple Employees W2 info\\For ‘2 on 1 Page’, print two employees on one page\\For ‘4 on 1 Page’, print four employees on one page\\ \\02 – Employee Copy - on one page, print one Employee W2 info\\For ‘2 on 1 Page’, print one employee twice\\For ‘4 on 1 Page’, print one employee four times
|Show Form|Specifies which W2 Form Copy image is to be shown on the background\\This option is for ‘2 On 1 Page’ only, there is no form image for ‘4 On 1 Page’ from the government\\From the [X_W2_FORM_COPY] lexicon\\ \\00 – Not Specified - do not show W2 Form image\\This option is used to print W2 Forms on the pre-printed W2 Forms\\ \\01 – Copy A, SSA copy - This Copy A option is for viewing purpose only\\Copy A should not be sent to SSA with this option. Copy A should be printed on the pre-printed Copy A that are machine-readable\\ \\02 – Copy 1, State,Local copy\\ \\03 – Copy B, EE Federal copy\\ \\04 – Copy C, EE Record copy\\ \\05 – Copy 2, EE State,Local copy\\ \\06 – Copy D, ER copy\\ \\20 – Copy B + C (1 Pg)- Show Copy B and Copy C on one page\\ \\21 – Copy C + 2 (1 Pg)- Show Copy C and Copy 2 on one page\\ \\22 – Copy B + C + 2 (2 Pg) - Show Copy B and Copy C on one page follow by Copy 2 and Copy 2 on the next page
\\ \\For Windward RPW2\\Only ‘2-on-1-Page’ format is supported, the '4-on-1-Page' format is not available\\Only option ‘01 – Copy A, SSA copy’ is supported, the other options are not available
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|Reissued/Corrected|Optional\\If an employee has lost their W2 Forms and have requested a replacement copy, RPW2 should be run with the ‘Person Code’ specified and the word ‘REISSUED’ or ‘CORRECTED’ entered for this prompt. [RPW2] will then print the W2 Form with the exact wording ‘REISSUED’ or ‘CORRECTED’ as entered on the W2 form.
|Reissued/Corrected|Optional\\If an employee has lost their W2 Forms and have requested a replacement copy, RPW2 should be run with the ‘Person Code’ specified and the word ‘REISSUED’ or ‘CORRECTED’ entered for this prompt. [RPW2] will then print the W2 Form with the exact wording ‘REISSUED’ or ‘CORRECTED’ as entered on the W2 form.
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|Test Form Set Up|Optional\\All users should test their printer with this ‘Form Set Up’ toggle to find out the correct Page Set Up for ‘Top Margin Adjustment’ and ‘Between Form Space’ adjustment prior to printing the actual W2 Forms.\\ \\Since each printer’s page set pp margin varies differently, each time the W2 forms are printed on a different printer, the Printer set up test should be run.
|Test Form Set Up|Optional\\All users should test their printer with this ‘Form Set Up’ toggle to find out the correct Page Set Up for ‘Top Margin Adjustment’ and ‘Between Form Space’ adjustment prior to printing the actual W2 Forms.\\ \\Since each printer’s page set pp margin varies differently, each time the W2 forms are printed on a different printer, the Printer set up test should be run.
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|Print W2 Forms|Specifies the W2 Format to be printed:\\From [X_W2_PRINT] lexicon\\ \\01 – 2 On 1 Page - ‘2 On 1 page’ W2 format is used\\ \\02 – 4 Corner Form - ‘4 Corners Form’ W2 format is used\\ \\03 – 4 Corner, Addr. Back - ‘4 Corners Form’ W2 format is used with Address printed on the back of form\\The printer must be set to to Duplex mode when printing\\ \\04 – 4 On 1 Page (Top-bottom) - ‘4 On 1 Page’ W2 Top to Bottom format is used\\ \\EE instruction on back - when the ‘Show Form (2 on 1 pg)’ parameter is selected to print on the employee’s copy, (i.e. Copy B, C, 2), the associated employee instructions can also be printed on the back of these W2 Forms.\\ \\Note that for each employee copy (i.e. Copy B, C, 2), the EE Instructions are different.\\ \\In order to print a complete set of all Employee’s W2 Copies and Instructions, select:\\22 – Copy B + C + 2 (2 Pg) - Show Copy B and Copy C on one Page followed by Copy 2 and Copy 2 on the next page
|Adjust Top Margin|Optional\\ \\Specifies the Top Margin Adjustment for the printing of the form\\ \\Default to NULL or ‘00 – 0 line’ adjustment to begin testing\\ \\After the PDF file is generated, print one page on blank paper, align the paper with the pre-printed form and check if the alignment fits into the box.\\ \\If adjustment is needed, then re-run RPW2 by entering the Top Margin adjustment\\ \\From [X_TOP_MARGIN_ADJ] lexicon\\00 – 0 line\\11 – Up 1/5 line\\12 – Up 2/5 line\\13 – Up 3/5 line\\21 – Down 1/5 line\\22 – Down 2/5 line\\23 – Down 3/5 line
|Between Form Space|Optional\\ \\Specifies the space increment between 2 forms on the same page\\ \\Default to NULL or ‘0 – 0 line space’ to begin testing\\ \\After the PDF file is generated, print one page on blank paper, align the paper with the pre-printed form and check if the alignment fits between 2 forms\\ \\If adjustment is needed, then re-run RPW2 by entering the ‘Between Form Space’\\ \\From [X_BTWN_FORM_SPACE] lexicon\\0 – 0 line space\\1 – 1/5 line space\\2 – 2/5 line space\\3 – 3/5 line space\\4 – 4/5 line space\\5 – 1 line space
|Print W2 Forms|Specifies the W2 Format to be printed:\\From [X_W2_PRINT] lexicon\\ \\01 – 2 On 1 Page - ‘2 On 1 page’ W2 format is used\\ \\02 – 4 Corner Form - ‘4 Corners Form’ W2 format is used\\ \\03 – 4 Corner, Addr. Back - ‘4 Corners Form’ W2 format is used with Address printed on the back of form\\The printer must be set to to Duplex mode when printing\\ \\04 – 4 On 1 Page (Top-bottom) - ‘4 On 1 Page’ W2 Top to Bottom format is used\\ \\EE instruction on back - when the ‘Show Form (2 on 1 pg)’ parameter is selected to print on the employee’s copy, (i.e. Copy B, C, 2), the associated employee instructions can also be printed on the back of these W2 Forms.\\ \\Note that for each employee copy (i.e. Copy B, C, 2), the EE Instructions are different.\\ \\In order to print a complete set of all Employee’s W2 Copies and Instructions, select:\\22 – Copy B + C + 2 (2 Pg) - Show Copy B and Copy C on one Page followed by Copy 2 and Copy 2 on the next page
|Adjust Top Margin|Optional\\ \\Specifies the Top Margin Adjustment for the printing of the form\\ \\Default to NULL or ‘00 – 0 line’ adjustment to begin testing\\ \\After the PDF file is generated, print one page on blank paper, align the paper with the pre-printed form and check if the alignment fits into the box.\\ \\If adjustment is needed, then re-run RPW2 by entering the Top Margin adjustment\\ \\From [X_TOP_MARGIN_ADJ] lexicon\\00 – 0 line\\11 – Up 1/5 line\\12 – Up 2/5 line\\13 – Up 3/5 line\\21 – Down 1/5 line\\22 – Down 2/5 line\\23 – Down 3/5 line
|Between Form Space|Optional\\ \\Specifies the space increment between 2 forms on the same page\\ \\Default to NULL or ‘0 – 0 line space’ to begin testing\\ \\After the PDF file is generated, print one page on blank paper, align the paper with the pre-printed form and check if the alignment fits between 2 forms\\ \\If adjustment is needed, then re-run RPW2 by entering the ‘Between Form Space’\\ \\From [X_BTWN_FORM_SPACE] lexicon\\0 – 0 line space\\1 – 1/5 line space\\2 – 2/5 line space\\3 – 3/5 line space\\4 – 4/5 line space\\5 – 1 line space
At line 1,066 changed one line
%%information NOTE for Oracle RPW2: If the combination of ‘Top Margin Adjustment’ and ‘Between Form Space’ pushes the form to go over to the next page, the alignment should be checked with the actual pre-printed form and RPW2 re-run with different ‘Top Margin’ and ‘Between Form Space’.%%
%%information NOTE for Oracle RPW2: If the combination of ‘Top Margin Adjustment’ and ‘Between Form Space’ pushes the form to go over to the next page, the alignment should be checked with the actual pre-printed form and RPW2 re-run with different ‘Top Margin’ and ‘Between Form Space’.%%
At line 1,068 changed one line
When running RPW2 for pre-printed forms, please do not toggle the ‘Show W2 Form’, ‘Show Frame’ parameters.
When running RPW2 for pre-printed forms, please do not toggle the ‘Show W2 Form’, ‘Show Frame’ parameters.
At line 1,074 changed one line
For 'Top Margin' adjustment, on the top form, the darker red line above the top form is between several green lines, in the center. It can be adjusted up or down from the ‘Adjust Top Margin’ parameter.
For 'Top Margin' adjustment, on the top form, the darker red line above the top form is between several green lines, in the center. It can be adjusted up or down from the ‘Adjust Top Margin’ parameter.
At line 1,076 changed one line
For ‘Between Form Space’, the blue line in the middle is the bottom of the Top form. The space increment can be increased for the Bottom form from the ‘Between Form Space’ parameter.
For ‘Between Form Space’, the blue line in the middle is the bottom of the Top form. The space increment can be increased for the Bottom form from the ‘Between Form Space’ parameter.
At line 1,078 changed 2 lines
!RPW2 – Printer Set Up
%%warning Important: When printing from the pdf file, the Page Scaling option must be set to ‘None’ to avoid re-sizing of the form on a page.%%
!RPW2 – Printer Set Up
%%warning Important: When printing from the pdf file, the Page Scaling option must be set to ‘None’ to avoid re-sizing of the form on a page.%%
At line 1,081 changed one line
!RPW2 – Form Print Processing
!RPW2 – Form Print Processing
At line 1,088 changed one line
*For Box 12 ‘Code Information’ and Box 14 ‘Other Information’, since the printing on W2 Forms are free format, RPW2 will not total these boxes, RPYEU Summary Report contains the totals for these boxes for user reference.
*For Box 12 ‘Code Information’ and Box 14 ‘Other Information’, since the printing on W2 Forms are free format, RPW2 will not total these boxes, RPYEU Summary Report contains the totals for these boxes for user reference.
At line 1,093 changed one line
*RPW2 provides options from Selection criteria parameter ‘Show Form (2 on 1 pg)’ to print different copies of the W2 forms and the Employee Instructions on the back.
*RPW2 provides options from Selection criteria parameter ‘Show Form (2 on 1 pg)’ to print different copies of the W2 forms and the Employee Instructions on the back.
At line 1,095 changed one line
*W2 Form Copy A, 1, B, C, 2, D and instructions are taken directly from the government link above. It is, however, the user’s responsibility to ensure these employee copies are accepted by the government as substitute of the pre-printed forms prior to distributing to the employees.
*W2 Form Copy A, 1, B, C, 2, D and instructions are taken directly from the government link above. It is, however, the user’s responsibility to ensure these employee copies are accepted by the government as substitute of the pre-printed forms prior to distributing to the employees.
At line 1,098 changed one line
!!W-2 Wage Form Descriptions - (2011 Format – reporting in 2011)
!!W-2 Wage Form Descriptions - (2011 Format – reporting in 2011)
At line 1,108 changed one line
|‘W2-ER-EIN|DGV.GOVT_REGIST_NUMBER
|‘W2-ER-EIN|DGV.GOVT_REGIST_NUMBER
At line 1,120 changed one line
The City State ZIP print format will be conformed with USPS format as follows: “CITYbbSTbbZIPCD-nnnn” where b = one space, ST = State Abbreviated Code, ZIPCD = ZIP code, ‘-nnnn’ = ZIP extension
The City State ZIP print format will be conformed with USPS format as follows: “CITYbbSTbbZIPCD-nnnn” where b = one space, ST = State Abbreviated Code, ZIPCD = ZIP code, ‘-nnnn’ = ZIP extension
At line 1,125 changed one line
|W2-ER-COUNTRY|If W2-ER-COUNTRY=USA, then this country field is left 'Blank'\\ \\Otherwise, W2-ER-COUNTRY will be retrieved from [IDCO] UDF ‘ISO COUNTRY CODE’ with the two character ISO Country Code
|W2-ER-COUNTRY|If W2-ER-COUNTRY=USA, then this country field is left 'Blank'\\ \\Otherwise, W2-ER-COUNTRY will be retrieved from [IDCO] UDF ‘ISO COUNTRY CODE’ with the two character ISO Country Code
At line 1,127 changed 4 lines
Please note: Field Identifier ‘W2-ER-F-COUNTRY’ is used for printing on W2 Form and EFW2 file. This identifier can be specified as follows:
*If Field Identifier: ‘W2-ER-F-COUNTRY’ = ‘NAME’\\Then the Country Name is printed
*If Field Identifier: ‘W2-ER-F-COUNTRY’ = ‘ISO’\\Then the ISO Country Code is printed from [IDCO] UDF
*If Field Identifier: ‘W2-ER-F-COUNTRY’ = Blank\\Then the default [IDCO] Country Code is printed
Please note: Field Identifier ‘W2-ER-F-COUNTRY’ is used for printing on W2 Form and EFW2 file. This identifier can be specified as follows:
*If Field Identifier: ‘W2-ER-F-COUNTRY’ = ‘NAME’\\Then the Country Name is printed
*If Field Identifier: ‘W2-ER-F-COUNTRY’ = ‘ISO’\\Then the ISO Country Code is printed from [IDCO] UDF
*If Field Identifier: ‘W2-ER-F-COUNTRY’ = Blank\\Then the default [IDCO] Country Code is printed
At line 1,135 changed 3 lines
|W2-CONTROL-PRT|Specifies if the Control Number should be printed on the form or not\\ \\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, may contain a Data Base Column - Enter your company data e.g. ‘EID.PERSON_CODE’
If ‘W2-CONTROL-PRT’ value is specified, then the value of ‘W2-CONTROL-NUM’ is printed on W2 Form Control Number field.
|W2-CONTROL-PRT|Specifies if the Control Number should be printed on the form or not\\ \\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, may contain a Data Base Column - Enter your company data e.g. ‘EID.PERSON_CODE’
If ‘W2-CONTROL-PRT’ value is specified, then the value of ‘W2-CONTROL-NUM’ is printed on W2 Form Control Number field.
At line 1,142 changed 4 lines
|W2-EE-FIRST-NAME|EID.FIRST_NAME’
|W2-EE-MIDDLE|EID.MIDDLE_NAME’
|W2-EE-LAST-NAME|EID.LAST_NAME’
|W2-EE-SUFFIX|EID.RANK’\\derivation expression: Decode(~,'01','JR','02','SR',NULL)
|W2-EE-FIRST-NAME|EID.FIRST_NAME’
|W2-EE-MIDDLE|EID.MIDDLE_NAME’
|W2-EE-LAST-NAME|EID.LAST_NAME’
|W2-EE-SUFFIX|EID.RANK’\\derivation expression: Decode(~,'01','JR','02','SR',NULL)
At line 1,150 changed one line
|W2-EE-LOCN-ADDR|Blank or constant ‘MAIL’
|W2-EE-LOCN-ADDR|Blank or constant ‘MAIL’
At line 1,156 changed one line
The City State ZIP print format will be conformed with USPS format as follows: “CITYbbSTbbZIPCD-nnnn” where b = one space, ST = State Abbreviated Code, ZIPCD = ZIP code, ‘-nnnn’ = ZIP extension
The City State ZIP print format will be conformed with USPS format as follows: “CITYbbSTbbZIPCD-nnnn” where b = one space, ST = State Abbreviated Code, ZIPCD = ZIP code, ‘-nnnn’ = ZIP extension
At line 1,161 changed one line
|W2-EE-COUNTRY|If W2-EE-COUNTRY, then this country field is left 'Blank'\\ \\Otherwise, W2-EE-COUNTRY will be retrieved from [IDCO] UDF ‘ISO COUNTRY CODE’ with the two character ISO Country Code
|W2-EE-COUNTRY|If W2-EE-COUNTRY, then this country field is left 'Blank'\\ \\Otherwise, W2-EE-COUNTRY will be retrieved from [IDCO] UDF ‘ISO COUNTRY CODE’ with the two character ISO Country Code
At line 1,163 changed 4 lines
Please note: Field Identifier ‘W2-EE-COUNTRY’ is used for printing on W2 Form and EFW2 file. This identifier can be specified as follows:
*If Field Identifier: ‘W2-EE-COUNTRY’ = ‘NAME’\\Then the Country Name is printed
*If Field Identifier: ‘W2-EE-COUNTRY’ = ‘ISO’\\Then the ISO Country Code is printed from [IDCO] UDF
*If Field Identifier: ‘W2-EE-COUNTRY’ = Blank\\Then the default [IDCO] Country Code is printed
Please note: Field Identifier ‘W2-EE-COUNTRY’ is used for printing on W2 Form and EFW2 file. This identifier can be specified as follows:
*If Field Identifier: ‘W2-EE-COUNTRY’ = ‘NAME’\\Then the Country Name is printed
*If Field Identifier: ‘W2-EE-COUNTRY’ = ‘ISO’\\Then the ISO Country Code is printed from [IDCO] UDF
*If Field Identifier: ‘W2-EE-COUNTRY’ = Blank\\Then the default [IDCO] Country Code is printed
At line 1,186 changed one line
The total of Box 3 and 7 cannot exceed the annual maximum social security wage base specified by the government. [RPYEU] will automatically supply the annual maximum when the government publishs the maximum amount every year. [IDGV] does not need to be set up with Registration Type ‘US FICA Registration’ and ‘Govt Rate Type’ = ‘US FICA Max Base Amt’. [RPYEU] program checks the maximum and an exception message is issued if the wage base is exceeded.
The total of Box 3 and 7 cannot exceed the annual maximum social security wage base specified by the government. [RPYEU] will automatically supply the annual maximum when the government publishs the maximum amount every year. [IDGV] does not need to be set up with Registration Type ‘US FICA Registration’ and ‘Govt Rate Type’ = ‘US FICA Max Base Amt’. [RPYEU] program checks the maximum and an exception message is issued if the wage base is exceeded.
At line 1,208 changed one line
The total of Box 3 and 7 cannot exceed the annual maximum social security wage base specified by the government. RPYEU will automatically supply the annual maximum when the government publish the maximum amount every year. The user does not need to set up n IDGV screen with Registration Type ‘US FICA Registration’ and ‘Govt Rate Type’ = ‘US FICA Max Base Amt’. RPYEU program checks the maximum and an exception message is issued if the wage base is exceeded.
The total of Box 3 and 7 cannot exceed the annual maximum social security wage base specified by the government. RPYEU will automatically supply the annual maximum when the government publishes the maximum amount every year. [IDGV] does not need to be set up Registration Type ‘US FICA Registration’ and ‘Govt Rate Type’ = ‘US FICA Max Base Amt’. [RPYEU] program checks the maximum and an exception message is issued if the wage base is exceeded.
At line 1,210 changed 4 lines
Box 8 - Allocated tips
- derived from IDFDV screen
||Field Identifier||Description
- Field Identifier: W2-ALLOC-TIP - suggested Field Variable (Element): ‘W2-BOX-08’
!Box 8 - Allocated Tips
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-ALLOC-TIP|W2-BOX-08
At line 1,215 changed one line
Box 9 - Deleted
!Box 9
Deleted
At line 1,217 changed 4 lines
Box 10 - Dependent care benefits
- derived from IDFDV screen
||Field Identifier||Description
- Field Identifier: W2-DEP-CARE - suggested Field Variable (Element): ‘W2-BOX-10’
!Box 10 - Dependent Care Benefits
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-DEP-CARE|W2-BOX-10
At line 1,222 changed 6 lines
Box 11 - Nonqualified plans
- derived from IDFDV screen
||Field Identifier||Description
- Field Identifier: W2-NQUAL - suggested Field Variable (Element): ‘W2-BOX-11’
- the value for ‘W2-NQUAL’ should include amounts for Identifier ‘W2-NQUAL-457’ and ‘W2-NQUAL-N457’
- the magnetic media file will report amount from ‘W2-NQUAL-457’ and ‘W2-NQUAL-N457’ while the W2 form will print amount from ‘W2-NQUAL’
!Box 11 - Nonqualified Plans
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-NQUAL|W2-BOX-11
*The value for ‘W2-NQUAL’ should include amounts for identifiers ‘W2-NQUAL-457’ and ‘W2-NQUAL-N457’
*The magnetic media file will report amount from ‘W2-NQUAL-457’ and ‘W2-NQUAL-N457’ while the W2 form will print amount from ‘W2-NQUAL’
At line 1,229 changed 30 lines
Box 12 - Codes
- derived from IDFDV screen
||Field Identifier||Description
- Field Identifier: ‘W2-CODE-A’
- Field Identifier: ‘W2-CODE-B’
- Field Identifier: ‘W2-CODE-C’
- Field Identifier: ‘W2-CODE-D’
- Field Identifier: ‘W2-CODE-E’
- Field Identifier: ‘W2-CODE-F’
- Field Identifier: ‘W2-CODE-G’
- Field Identifier: ‘W2-CODE-H’
- Field Identifier: ‘W2-CODE-J’
- Field Identifier: ‘W2-CODE-K’
- Field Identifier: ‘W2-CODE-L’
- Field Identifier: ‘W2-CODE-M’
- Field Identifier: ‘W2-CODE-N’
- Field Identifier: ‘W2-CODE-P’
- Field Identifier: ‘W2-CODE-Q’
- Field Identifier: ‘W2-CODE-R’
- Field Identifier: ‘W2-CODE-S’
- Field Identifier: ‘W2-CODE-T’
- Field Identifier: ‘W2-CODE-V’
- Field Identifier: ‘W2-CODE-W’
- Field Identifier: ‘W2-CODE-Y’
- Field Identifier: ‘W2-CODE-Z’
- Field Identifier: ‘W2-CODE-AA’
- Field Identifier: ‘W2-CODE-BB’
- Field Identifier: ‘W2-CODE-CC’
- Field Identifier: ‘W2-CODE-DD’
- Field Identifier: ‘W2-CODE-EE’
!Box 12 - Codes
Derived from [IDFDV]
||Field Identifier||Suggested Field Variable
|W2-CODE-A|
|W2-CODE-B|
|W2-CODE-C|
|W2-CODE-D|
|W2-CODE-E|
|W2-CODE-F|
|W2-CODE-G|
|W2-CODE-H|
|W2-CODE-J|
|W2-CODE-K|
|W2-CODE-L|
|W2-CODE-M|
|W2-CODE-N|
|W2-CODE-P|
|W2-CODE-Q|
|W2-CODE-R|
|W2-CODE-S|
|W2-CODE-T|
|W2-CODE-V|
|W2-CODE-W|
|W2-CODE-Y|
|W2-CODE-Z|
|W2-CODE-AA|
|W2-CODE-BB|
|W2-CODE-CC|
|W2-CODE-DD|
|W2-CODE-EE|
At line 1,268 changed one line
- IDFDV Field Identifier: ‘W2-STAT-EE’
- IDFDV Field Identifier: ‘W2-STAT-EE’
At line 1,272 changed one line
- IDFDV Field Identifier: ‘W2-RETIRE-PLAN’
- IDFDV Field Identifier: ‘W2-RETIRE-PLAN’
At line 1,276 changed one line
- IDFDV Field Identifier: ‘W2-3PARTY-SICK’
- IDFDV Field Identifier: ‘W2-3PARTY-SICK’
At line 1,283 changed one line
- Field Identifier: ‘W2-OTHER-01’, ‘W2-OTHER-02’, …. up to ‘W2-OTHER-20’
- Field Identifier: ‘W2-OTHER-01’, ‘W2-OTHER-02’, …. up to ‘W2-OTHER-20’
At line 1,285 changed 2 lines
- Field Identifier: ‘W2-SCHL-WAGE’, for school district taxable wages
- Field Identifier: ‘W2-SCHL-TAX’, for school district tax
- Field Identifier: ‘W2-SCHL-WAGE’, for school district taxable wages
- Field Identifier: ‘W2-SCHL-TAX’, for school district tax
At line 1,288 changed 2 lines
- for W2 form ‘2 on 1 page’ format, up to 4 lines (2 Box 14 items) can be printed
- for W2 form ‘4 Corner Form’ format, up to 2 lines (2 Box 14 items) can be printed
- for W2 form ‘2 on 1 page’ format, up to 4 lines (2 Box 14 items) can be printed
- for W2 form ‘4 Corner Form’ format, up to 2 lines (2 Box 14 items) can be printed
At line 1,303 changed one line
- the IDFDV ‘W2-SCHL-TAX’ entry should specify an element that contains all the school district tax pay components
- the IDFDV ‘W2-SCHL-TAX’ entry should specify an element that contains all the school district tax pay components
At line 1,307 changed one line
- the IDFDV ‘W2-SCHL-WAGE’ entry should specify an element that contains all the school district wages pay components
- the IDFDV ‘W2-SCHL-WAGE’ entry should specify an element that contains all the school district wages pay components
At line 1,312 changed 2 lines
- IDFDV Field Identifier: ‘W2-STATE-CODE’
- IDFDV Field Variable: ‘DSP.STATE_PROVINCE_CODE’
- IDFDV Field Identifier: ‘W2-STATE-CODE’
- IDFDV Field Variable: ‘DSP.STATE_PROVINCE_CODE’
At line 1,317 changed 2 lines
- IDFDV Field Identifier: ‘W2-STATE-REGIST’
- IDFDV Field Variable: ‘DGV.GOVT_REGIST_NUMBER’
- IDFDV Field Identifier: ‘W2-STATE-REGIST’
- IDFDV Field Variable: ‘DGV.GOVT_REGIST_NUMBER’
At line 1,320 changed one line
- the IDGV screen must have an entry exist with ‘State Registration’ for the State to be reported
- the IDGV screen must have an entry exist with ‘State Registration’ for the State to be reported
At line 1,324 changed 2 lines
- IDFDV Field Identifier: ‘W2-ST-WAGE-HOME’ - suggested Field Variable (Element): ‘W2-BOX-16-H’
- IDFDV Field Identifier: ‘W2-ST-WAGE-WORK’ - suggested Field Variable (Element): ‘W2-BOX-16-W’
- IDFDV Field Identifier: ‘W2-ST-WAGE-HOME’ - suggested Field Variable (Element): ‘W2-BOX-16-H’
- IDFDV Field Identifier: ‘W2-ST-WAGE-WORK’ - suggested Field Variable (Element): ‘W2-BOX-16-W’
At line 1,335 changed one line
- IDFDV Field Identifier ‘W2-ST-WAGE-WORK’ is used to set up the WORK State wage information
- IDFDV Field Identifier ‘W2-ST-WAGE-WORK’ is used to set up the WORK State wage information
At line 1,339 changed one line
- IDFDV Field Identifier ‘W2-ST-WAGE-HOME’ is used to set up the Residence State wage information
- IDFDV Field Identifier ‘W2-ST-WAGE-HOME’ is used to set up the Residence State wage information
At line 1,343 changed one line
- if the user has never withheld State tax according to Residence State, then the IDFDV ‘W2-ST-WAGE-HOME’ entry does not need to be set up, thus this ‘W2-ST-WAGE-HOME’ entry is optional and will be used only when an employee has Residence State tax applicable to the State
- if the user has never withheld State tax according to Residence State, then the IDFDV ‘W2-ST-WAGE-HOME’ entry does not need to be set up, thus this ‘W2-ST-WAGE-HOME’ entry is optional and will be used only when an employee has Residence State tax applicable to the State
At line 1,347 changed 2 lines
- IDFDV Field Identifier: ‘W2-ST-TAX-HOME’ - suggested Field Variable (Element): ‘W2-BOX-17-H’
- IDFDV Field Identifier: ‘W2-ST-TAX-WORK’ - suggested Field Variable (Element): ‘W2-BOX-17-W’
- IDFDV Field Identifier: ‘W2-ST-TAX-HOME’ - suggested Field Variable (Element): ‘W2-BOX-17-H’
- IDFDV Field Identifier: ‘W2-ST-TAX-WORK’ - suggested Field Variable (Element): ‘W2-BOX-17-W’
At line 1,356 changed one line
- IDFDV Field Identifier ‘W2-ST-TAX-WORK’ is used to set up the WORK State tax information
- IDFDV Field Identifier ‘W2-ST-TAX-WORK’ is used to set up the WORK State tax information
At line 1,360 changed one line
- IDFDV Field Identifier ‘W2-ST-TAX-HOME’ is used to set up the Residence State tax information
- IDFDV Field Identifier ‘W2-ST-TAX-HOME’ is used to set up the Residence State tax information
At line 1,364 changed one line
- if the user has never withheld State tax according to Residence State, then the IDFDV ‘W2-ST-TAX-HOME’ entry does not need to be set up, thus this ‘W2-ST-TAX-HOME’ entry is optional and will be used only when an employee has Residence State tax applicable to the State
- if the user has never withheld State tax according to Residence State, then the IDFDV ‘W2-ST-TAX-HOME’ entry does not need to be set up, thus this ‘W2-ST-TAX-HOME’ entry is optional and will be used only when an employee has Residence State tax applicable to the State
At line 1,369 changed 4 lines
- IDFDV Field Identifier: ‘W2-CN-WAGE-HOME’ - suggested Field Variable (Element): ‘W2-BOX-18-CN-H’
- IDFDV Field Identifier: ‘W2-CN-WAGE-WORK’ - suggested Field Variable (Element): ‘W2-BOX-18-CN-W’
- IDFDV Field Identifier: ‘W2-CI-WAGE-HOME’ - suggested Field Variable (Element): ‘W2-BOX-18-CI-H’
- IDFDV Field Identifier: ‘W2-CI-WAGE-WORK’ - suggested Field Variable (Element): ‘W2-BOX-18-CI-W’
- IDFDV Field Identifier: ‘W2-CN-WAGE-HOME’ - suggested Field Variable (Element): ‘W2-BOX-18-CN-H’
- IDFDV Field Identifier: ‘W2-CN-WAGE-WORK’ - suggested Field Variable (Element): ‘W2-BOX-18-CN-W’
- IDFDV Field Identifier: ‘W2-CI-WAGE-HOME’ - suggested Field Variable (Element): ‘W2-BOX-18-CI-H’
- IDFDV Field Identifier: ‘W2-CI-WAGE-WORK’ - suggested Field Variable (Element): ‘W2-BOX-18-CI-W’
At line 1,381 changed one line
- IDFDV Field Identifier ‘W2-CI-WAGE-WORK’ is used to set up the WORK City wage information
- IDFDV Field Identifier ‘W2-CI-WAGE-WORK’ is used to set up the WORK City wage information
At line 1,385 changed one line
- IDFDV Field Identifier ‘W2-CN-WAGE-WORK’ is used to set up the WORK County wage information
- IDFDV Field Identifier ‘W2-CN-WAGE-WORK’ is used to set up the WORK County wage information
At line 1,389 changed one line
- IDFDV Field Identifier ‘W2-CI-WAGE-HOME’ is used to set up the Residence City wage information
- IDFDV Field Identifier ‘W2-CI-WAGE-HOME’ is used to set up the Residence City wage information
At line 1,393 changed one line
- IDFDV Field Identifier ‘W2-CN-WAGE-HOME’ is used to set up the Residence County wage information
- IDFDV Field Identifier ‘W2-CN-WAGE-HOME’ is used to set up the Residence County wage information
At line 1,399 changed 4 lines
- IDFDV Field Identifier: ‘W2-CN-TAX-HOME’ - suggested Field Variable (Element): ‘W2-BOX-19-CN-H’
- IDFDV Field Identifier: ‘W2-CN-TAX -WORK’ - suggested Field Variable (Element): ‘W2-BOX-19-CN-W’
- IDFDV Field Identifier: ‘W2-CI-TAX -HOME’ - suggested Field Variable (Element): ‘W2-BOX-19-CI-H’
- IDFDV Field Identifier: ‘W2-CI-TAX -WORK’ - suggested Field Variable (Element): ‘W2-BOX-19-CI-W’
- IDFDV Field Identifier: ‘W2-CN-TAX-HOME’ - suggested Field Variable (Element): ‘W2-BOX-19-CN-H’
- IDFDV Field Identifier: ‘W2-CN-TAX -WORK’ - suggested Field Variable (Element): ‘W2-BOX-19-CN-W’
- IDFDV Field Identifier: ‘W2-CI-TAX -HOME’ - suggested Field Variable (Element): ‘W2-BOX-19-CI-H’
- IDFDV Field Identifier: ‘W2-CI-TAX -WORK’ - suggested Field Variable (Element): ‘W2-BOX-19-CI-W’
At line 1,408 changed one line
- IDFDV Field Identifier ‘W2-CI-TAX -WORK’ is used to set up the WORK City tax information
- IDFDV Field Identifier ‘W2-CI-TAX -WORK’ is used to set up the WORK City tax information
At line 1,412 changed one line
- IDFDV Field Identifier ‘W2-CN-TAX -WORK’ is used to set up the WORK County tax information
- IDFDV Field Identifier ‘W2-CN-TAX -WORK’ is used to set up the WORK County tax information
At line 1,416 changed one line
- IDFDV Field Identifier ‘W2-CI-TAX -HOME’ is used to set up the Residence City tax information
- IDFDV Field Identifier ‘W2-CI-TAX -HOME’ is used to set up the Residence City tax information
At line 1,420 changed one line
- IDFDV Field Identifier ‘W2-CN-TAX -HOME’ is used to set up the Residence County tax information
- IDFDV Field Identifier ‘W2-CN-TAX -HOME’ is used to set up the Residence County tax information
At line 1,426 changed one line
(1) - 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’
(1) - 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’
At line 1,428 changed one line
(2) - For California, if IDFDV Identifier Seq 7260 W2-SDI-TAX-EE is not set up, the user may set up Box 14 to print ‘CASDI’ and the SDI amount
(2) - For California, if IDFDV Identifier Seq 7260 W2-SDI-TAX-EE is not set up, the user may set up Box 14 to print ‘CASDI’ and the SDI amount
At line 1,432 changed 4 lines
- IDFDV Field Identifier: ‘W2-CNTY-NAME’
- IDFDV Field Variable: ‘DCN.COUNTY_NAME’
- IDFDV Field Identifier: ‘W2-CITY-NAME’
- IDFDV Field Variable: ‘DTX.JURISDICTION_NAME’
- IDFDV Field Identifier: ‘W2-CNTY-NAME’
- IDFDV Field Variable: ‘DCN.COUNTY_NAME’
- IDFDV Field Identifier: ‘W2-CITY-NAME’
- IDFDV Field Variable: ‘DTX.JURISDICTION_NAME’
At line 1,438 changed 2 lines
- if County tax is reported, the County name is retrieved from the IDCN County screen with GEO code = ‘xx-xxx-0000’
- e.g. In Indiana, GEO code ‘15-097-0670’ is for the city of ‘Indianapolis’, then use County Code ‘15-097-0000’ to retrieve the County name of ‘Marion’ for reporting
- if County tax is reported, the County name is retrieved from the IDCN County screen with GEO code = ‘xx-xxx-0000’
- e.g. In Indiana, GEO code ‘15-097-0670’ is for the city of ‘Indianapolis’, then use County Code ‘15-097-0000’ to retrieve the County name of ‘Marion’ for reporting
At line 1,441 changed one line
- an entry must also exist on IDGV screen with ‘Local Registration’ for a County or City in order for the County or City tax to be reported
- an entry must also exist on IDGV screen with ‘Local Registration’ for a County or City in order for the County or City tax to be reported
At line 1,450 changed one line
!Record Name: Code RA – Submitter Record
!Record Name: Code RA – Submitter Record
At line 1,455 changed one line
3-11 - Submitter’s Employer ID number (EIN)
3-11 - Submitter’s Employer ID number (EIN)
At line 1,457 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-ER-EIN’
- Derived from IDFDV screen, Field Identifier: ‘SUB-ER-EIN’
At line 1,460 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-USER-ID’
- Derived from IDFDV screen, Field Identifier: ‘SUB-USER-ID’
At line 1,463 changed one line
- Derived from IDFDV Seq# 1035 Field Identifier: ‘SUB-VENDOR’
- Derived from IDFDV Seq# 1035 Field Identifier: ‘SUB-VENDOR’
At line 1,469 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-RESUB-IND’
- Derived from IDFDV screen, Field Identifier: ‘SUB-RESUB-IND’
At line 1,472 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-RESUB-WFID’
- Derived from IDFDV screen, Field Identifier: ‘SUB-RESUB-WFID’
At line 1,475 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-SOFTWARE’
- Derived from IDFDV screen, Field Identifier: ‘SUB-SOFTWARE’
At line 1,478 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-NAME’
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-NAME’
At line 1,481 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-LOCN’
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-LOCN’
At line 1,484 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-DELIV’
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-DELIV’
At line 1,487 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-CITY’
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-CITY’
At line 1,490 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-STATE’
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-STATE’
At line 1,493 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-ZIP’
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-ZIP’
At line 1,496 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-ZIP-EXT’
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-ZIP-EXT’
At line 1,501 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-F-STATE’
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-F-STATE’
At line 1,504 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-F-POST’
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-F-POST’
At line 1,507 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-COUNTRY’
- Derived from IDFDV screen, Field Identifier: ‘SUB-COMP-COUNTRY’
At line 1,510 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-NAME’
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-NAME’
At line 1,513 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-LOCN’
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-LOCN’
At line 1,516 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-DELIV’
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-DELIV’
At line 1,519 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-CITY’
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-CITY’
At line 1,522 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-STATE’
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-STATE’
At line 1,525 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-ZIP’
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-ZIP’
At line 1,528 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-ZIP-EXT’
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-ZIP-EXT’
At line 1,533 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-F-STATE’
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-F-STATE’
At line 1,536 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-F-POST’
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-F-POST’
At line 1,539 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-COUNTRY’
- Derived from IDFDV screen, Field Identifier: ‘SUB-SUBM-COUNTRY’
At line 1,542 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-NAME’
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-NAME’
At line 1,545 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-TEL’
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-TEL’
At line 1,548 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-TEL-EXT’
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-TEL-EXT’
At line 1,553 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-EMAIL’
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-EMAIL’
At line 1,558 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-FAX’
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-FAX’
At line 1,561 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-METH’
- Derived from IDFDV screen, Field Identifier: ‘SUB-CONT-METH’
At line 1,564 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-PREPARER’
- Derived from IDFDV screen, Field Identifier: ‘SUB-PREPARER’
At line 1,569 changed one line
!Record Name: Code RE – Employer Record
!Record Name: Code RE – Employer Record
At line 1,578 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-AGENT-IND’
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-AGENT-IND’
At line 1,582 changed one line
- If on RPYEU selection screen the ‘Combined Fed Regist#’ toggle is ‘checked’, then this Employer/Agent EIN is retrieved from IDFDV screen, Field Identifier: ‘W2-ER-EIN’, otherwise the EIN is derived for every Code RE record
- If on RPYEU selection screen the ‘Combined Fed Regist#’ toggle is ‘checked’, then this Employer/Agent EIN is retrieved from IDFDV screen, Field Identifier: ‘W2-ER-EIN’, otherwise the EIN is derived for every Code RE record
At line 1,585 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-FOR-EIN’
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-FOR-EIN’
At line 1,588 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-TERM-BUS’
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-TERM-BUS’
At line 1,591 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-ESTAB’
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-ESTAB’
At line 1,594 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-OTHER-EIN’
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-OTHER-EIN’
At line 1,597 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-NAME’
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-NAME’
At line 1,600 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-LOCN-ADDR’
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-LOCN-ADDR’
At line 1,603 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-DELIV-ADDR’
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-DELIV-ADDR’
At line 1,606 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-CITY’
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-CITY’
At line 1,609 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-STATE’
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-STATE’
At line 1,612 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-ZIP’
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-ZIP’
At line 1,615 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-ZIP-EXT’
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-ZIP-EXT’
At line 1,617 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-KIND-OF-EMPLOYER’ (seq 2120)
- Derived from IDFDV screen, Field Identifier: ‘W2-KIND-OF-EMPLOYER’ (seq 2120)
At line 1,622 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-F-STATE’
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-F-STATE’
At line 1,625 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-F-POSTAL’
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-F-POSTAL’
At line 1,628 changed 3 lines
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-COUNTRY’
- if Field Identifier: ‘W2-ER-COUNTRY’ = ‘USA’, then this field is blank
- otherwise this is a Foreign Country Code and the Field Identifier: ‘W2-ER-COUNTRY’ is already retrieved from IDCO screen UDF ‘ISO COUNTRY CODE’ with the 2 character ISO Country Code
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-COUNTRY’
- if Field Identifier: ‘W2-ER-COUNTRY’ = ‘USA’, then this field is blank
- otherwise this is a Foreign Country Code and the Field Identifier: ‘W2-ER-COUNTRY’ is already retrieved from IDCO screen UDF ‘ISO COUNTRY CODE’ with the 2 character ISO Country Code
At line 1,632 changed 4 lines
- note that Field Identifier: ‘W2-ER-F-COUNTRY’ is used for printing on W2 Form, this identifier can specify to use the NAME or ISO or leave blank
- if Field Identifier: ‘W2-ER-F-COUNTRY’ = ‘NAME’, then the Country Name is printed
- if Field Identifier: ‘W2-ER-F-COUNTRY’ = ‘ISO’, then the ISO Country Code is printed
- if Field Identifier: ‘W2-ER-F-COUNTRY’ = blank, then the IDCO Screen Country Code is printed
- note that Field Identifier: ‘W2-ER-F-COUNTRY’ is used for printing on W2 Form, this identifier can specify to use the NAME or ISO or leave blank
- if Field Identifier: ‘W2-ER-F-COUNTRY’ = ‘NAME’, then the Country Name is printed
- if Field Identifier: ‘W2-ER-F-COUNTRY’ = ‘ISO’, then the ISO Country Code is printed
- if Field Identifier: ‘W2-ER-F-COUNTRY’ = blank, then the IDCO Screen Country Code is printed
At line 1,638 changed 3 lines
- 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 screen Registration tab ‘W2 Emp Type’
- 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 screen Registration tab ‘W2 Emp Type’
At line 1,645 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-TAX-JURIS’
- Derived from IDFDV screen, Field Identifier: ‘W2-ER-TAX-JURIS’
At line 1,648 changed one line
- Derived from IDFDV screen, Field Identifier: ‘SUB-3RD-PARTY-SICK’
- Derived from IDFDV screen, Field Identifier: ‘SUB-3RD-PARTY-SICK’
At line 1,652 changed one line
!Record Name: Code RW – Employee Wage Record
!Record Name: Code RW – Employee Wage Record
At line 1,658 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-SSN’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-SSN’
At line 1,662 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-FIRST-NAME’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-FIRST-NAME’
At line 1,665 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-MIDDLE’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-MIDDLE’
At line 1,668 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LAST-NAME’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LAST-NAME’
At line 1,671 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-SUFFIX’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-SUFFIX’
At line 1,674 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LOCN-ADDR’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LOCN-ADDR’
At line 1,677 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-DELIV-ADDR’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-DELIV-ADDR’
At line 1,680 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-CITY’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-CITY’
At line 1,683 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-STATE’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-STATE’
At line 1,686 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-ZIP’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-ZIP’
At line 1,689 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-ZIP-EXT’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-ZIP-EXT’
At line 1,694 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-F-STATE’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-F-STATE’
At line 1,697 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-F-POSTAL’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-F-POSTAL’
At line 1,700 changed 3 lines
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-COUNTRY’
- if Field Identifier: ‘W2-EE-COUNTRY’ = ‘USA’, then this field is blank
- otherwise this is a Foreign Country Code and the Field Identifier: ‘W2-EE-COUNTRY’ is already retrieved from IDCO screen UDF ‘ISO COUNTRY CODE’ with the 2 character ISO Country Code
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-COUNTRY’
- if Field Identifier: ‘W2-EE-COUNTRY’ = ‘USA’, then this field is blank
- otherwise this is a Foreign Country Code and the Field Identifier: ‘W2-EE-COUNTRY’ is already retrieved from IDCO screen UDF ‘ISO COUNTRY CODE’ with the 2 character ISO Country Code
At line 1,704 changed 4 lines
- note that Field Identifier: ‘W2-EE-F-COUNTRY’ is used for printing on W2 Form, this identifier can specify to use the NAME or ISO or leave blank
- if Field Identifier: ‘W2-EE-F-COUNTRY’ = ‘NAME’, then the Country Name is printed
- if Field Identifier: ‘W2-EE-F-COUNTRY’ = ‘ISO’, then the ISO Country Code is printed
- if Field Identifier: ‘W2-EE-F-COUNTRY’ = blank, then the IDCO Screen Country Code is printed
- note that Field Identifier: ‘W2-EE-F-COUNTRY’ is used for printing on W2 Form, this identifier can specify to use the NAME or ISO or leave blank
- if Field Identifier: ‘W2-EE-F-COUNTRY’ = ‘NAME’, then the Country Name is printed
- if Field Identifier: ‘W2-EE-F-COUNTRY’ = ‘ISO’, then the ISO Country Code is printed
- if Field Identifier: ‘W2-EE-F-COUNTRY’ = blank, then the IDCO Screen Country Code is printed
At line 1,710 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-FIT-WAGE’
- Derived from IDFDV screen, Field Identifier: ‘W2-FIT-WAGE’
At line 1,713 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-FIT-TAX’
- Derived from IDFDV screen, Field Identifier: ‘W2-FIT-TAX’
At line 1,716 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-SSN-WAGE’
- Derived from IDFDV screen, Field Identifier: ‘W2-SSN-WAGE’
At line 1,719 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-SSN-TAX’
- Derived from IDFDV screen, Field Identifier: ‘W2-SSN-TAX’
At line 1,722 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-MEDI-WAGE’
- Derived from IDFDV screen, Field Identifier: ‘W2-MEDI-WAGE’
At line 1,725 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-MEDI-TAX’
- Derived from IDFDV screen, Field Identifier: ‘W2-MEDI-TAX’
At line 1,728 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-SSN-TIP’
- Derived from IDFDV screen, Field Identifier: ‘W2-SSN-TIP’
At line 1,731 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EIC’
- Derived from IDFDV screen, Field Identifier: ‘W2-EIC’
At line 1,734 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-DEP-CARE’
- Derived from IDFDV screen, Field Identifier: ‘W2-DEP-CARE’
At line 1,737 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-D’
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-D’
At line 1,740 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-E’
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-E’
At line 1,743 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-F’
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-F’
At line 1,746 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-G’
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-G’
At line 1,749 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-H’
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-H’
At line 1,752 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-Q’
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-Q’
At line 1,756 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-NQUAL-457’
- Derived from IDFDV screen, Field Identifier: ‘W2-NQUAL-457’
At line 1,759 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-W’
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-W’
At line 1,762 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-NQUAL-N457’
- Derived from IDFDV screen, Field Identifier: ‘W2-NQUAL-N457’
At line 1,765 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-Q’
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-Q’
At line 1,770 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-C’
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-C’
At line 1,773 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-V’
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-V’
At line 1,776 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-DD’ (seq 4250)
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-DD’ (seq 4250)
At line 1,780 changed 2 lines
- Derived from IDFDV screen, Field Identifier: ‘W2-STAT-EE’
- if the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
- Derived from IDFDV screen, Field Identifier: ‘W2-STAT-EE’
- if the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
At line 1,786 changed 2 lines
- Derived from IDFDV screen, Field Identifier: ‘W2-RETIRE-PLAN’
- if the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
- Derived from IDFDV screen, Field Identifier: ‘W2-RETIRE-PLAN’
- if the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
At line 1,790 changed 2 lines
- Derived from IDFDV screen, Field Identifier: ‘W2-3PARTY-SICK’
- if the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
- Derived from IDFDV screen, Field Identifier: ‘W2-3PARTY-SICK’
- if the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
At line 1,796 changed one line
!Record Name: Code RO – Employee Wage Record
!Record Name: Code RO – Employee Wage Record
At line 1,804 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ALLOC-TIP’
- Derived from IDFDV screen, Field Identifier: ‘W2-ALLOC-TIP’
At line 1,808 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-A’ + Field Identifier: ‘W2-CODE-B’
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-A’ + Field Identifier: ‘W2-CODE-B’
At line 1,811 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-R’
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-R’
At line 1,814 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-S’
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-S’
At line 1,817 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-T’
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-T’
At line 1,820 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-M’
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-M’
At line 1,823 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-N’
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-N’
At line 1,826 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-EE’ (seq 4260)
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-EE’ (seq 4260)
At line 1,833 changed one line
266-274 - Spouse’s SSN
266-274 - Spouse’s SSN
At line 1,861 changed one line
363-373 - Total wages, tips and other compensation subject to Virgin Islands, … income tax
363-373 - Total wages, tips and other compensation subject to Virgin Islands, … income tax
At line 1,864 changed one line
374-384 - Virgin Islands, … etc Income Tax Withheld
374-384 - Virgin Islands, … etc Income Tax Withheld
At line 1,870 changed one line
!Record Name: Code RS – Supplemental Record
!Record Name: Code RS – Supplemental Record
At line 1,883 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-SSN’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-SSN’
At line 1,887 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-FIRST-NAME’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-FIRST-NAME’
At line 1,890 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-MIDDLE’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-MIDDLE’
At line 1,893 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LAST-NAME’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LAST-NAME’
At line 1,896 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-SUFFIX’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-SUFFIX’
At line 1,899 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LOCN-ADDR’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-LOCN-ADDR’
At line 1,902 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-DELIV-ADDR’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-DELIV-ADDR’
At line 1,905 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-CITY’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-CITY’
At line 1,908 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-STATE’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-STATE’
At line 1,911 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-ZIP’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-ZIP’
At line 1,914 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-ZIP-EXT’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-ZIP-EXT’
At line 1,919 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-F-STATE’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-F-STATE’
At line 1,922 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-F-POSTAL’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-F-POSTAL’
At line 1,925 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-COUNTRY’
- Derived from IDFDV screen, Field Identifier: ‘W2-EE-COUNTRY’
At line 1,930 changed one line
If the user specified ‘Period Type’ = ‘Quarter’, then Location 195 to 267 will be filled.
If the user specified ‘Period Type’ = ‘Quarter’, then Location 195 to 267 will be filled.
At line 1,940 changed one line
- e.g. Period End Date = ‘31-Dec-2007’, then reporting period is ‘122007’
- e.g. Period End Date = ‘31-Dec-2007’, then reporting period is ‘122007’
At line 1,943 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’
- Derived from IDFDV screen, Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’
At line 1,945 changed one line
- 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, therefore RPYEU is 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
- 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, therefore RPYEU is 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
At line 1,953 changed 2 lines
- the system reads all Pay Headers with pay category = ‘Regular Pay’ that are not reversed with Pay Issue Date 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
- the system reads all Pay Headers with pay category = ‘Regular Pay’ that are not reversed with Pay Issue Date 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
At line 1,965 changed 2 lines
- Derived from IDFDV screen, 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
- Derived from IDFDV screen, 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
At line 1,972 changed one line
If the user specified ‘Period Type’ = ‘Quarter’ or ‘Year’, then Location 274 to 337 will be filled.
If the user specified ‘Period Type’ = ‘Quarter’ or ‘Year’, then Location 274 to 337 will be filled.
At line 1,979 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’
- Derived from IDFDV screen, Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’
At line 1,982 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-ST-TAX-HOME’ and ‘W2-ST-TAX-WORK’
- Derived from IDFDV screen, Field Identifier: ‘W2-ST-TAX-HOME’ and ‘W2-ST-TAX-WORK’
At line 1,988 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-SUI-TAX-ER’
- Derived from IDFDV screen, Field Identifier: ‘W2-SUI-TAX-ER’
At line 1,991 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-SDI-TAX-EE’
- Derived from IDFDV screen, Field Identifier: ‘W2-SDI-TAX-EE’
At line 1,997 changed 4 lines
C – City Income Tax
D – County Income Tax
E – School District Income Tax
F – Other Income Tax
C – City Income Tax
D – County Income Tax
E – School District Income Tax
F – Other Income Tax
At line 2,014 changed one line
- if School Tax is reported, this field is derived from Identifier ‘W2-SCHL-WAGE’
- if School Tax is reported, this field is derived from Identifier ‘W2-SCHL-WAGE’
At line 2,016 changed one line
‘W2-CN-WAGE-HOME’ and ‘W2-CN-WAGE-WORK’
‘W2-CN-WAGE-HOME’ and ‘W2-CN-WAGE-WORK’
At line 2,018 changed one line
‘W2-CI-WAGE-HOME’ and ‘W2-CI-WAGE-WORK’
‘W2-CI-WAGE-HOME’ and ‘W2-CI-WAGE-WORK’
At line 2,021 changed one line
- if School Tax is reported, this field is derived from Identifier ‘W2-SCHL-TAX’
- if School Tax is reported, this field is derived from Identifier ‘W2-SCHL-TAX’
At line 2,023 changed one line
‘W2-CN-TAX-HOME’ and ‘W2-CN-TAX-WORK’
‘W2-CN-TAX-HOME’ and ‘W2-CN-TAX-WORK’
At line 2,025 changed one line
‘W2-CI-TAX-HOME’ and ‘W2-CI-TAX-WORK’
‘W2-CI-TAX-HOME’ and ‘W2-CI-TAX-WORK’
At line 2,041 changed one line
!Record Name: Code RT – Total Record
!Record Name: Code RT – Total Record
At line 2,050 changed one line
- Derived from IDFDV screen, Identifier: ‘W2-FIT-WAGE’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Identifier: ‘W2-FIT-WAGE’, total of all code "RW" records since last "RE" record
At line 2,053 changed one line
- Derived from IDFDV screen, Identifier: ‘W2-FIT-TAX’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Identifier: ‘W2-FIT-TAX’, total of all code "RW" records since last "RE" record
At line 2,056 changed one line
- Derived from IDFDV screen, Identifier: ‘W2-SSN-WAGE’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Identifier: ‘W2-SSN-WAGE’, total of all code "RW" records since last "RE" record
At line 2,059 changed one line
- Derived from IDFDV screen, Identifier: ‘W2-SSN-TAX’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Identifier: ‘W2-SSN-TAX’, total of all code "RW" records since last "RE" record
At line 2,062 changed one line
- Derived from IDFDV screen, Identifier: ‘W2-MEDI-WAGE’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Identifier: ‘W2-MEDI-WAGE’, total of all code "RW" records since last "RE" record
At line 2,065 changed one line
- Derived from IDFDV screen, Identifier: ‘W2-MEDI-TAX’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Identifier: ‘W2-MEDI-TAX’, total of all code "RW" records since last "RE" record
At line 2,068 changed one line
- Derived from IDFDV screen, Identifier: ‘W2-SSN-TIP’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Identifier: ‘W2-SSN-TIP’, total of all code "RW" records since last "RE" record
At line 2,071 changed one line
- Derived from IDFDV screen, Identifier: ‘W2-EIC’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Identifier: ‘W2-EIC’, total of all code "RW" records since last "RE" record
At line 2,074 changed one line
- Derived from IDFDV screen, Identifier: ‘W2-DEP-CARE’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Identifier: ‘W2-DEP-CARE’, total of all code "RW" records since last "RE" record
At line 2,077 changed one line
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-D’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-D’, total of all code "RW" records since last "RE" record
At line 2,080 changed one line
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-E’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-E’, total of all code "RW" records since last "RE" record
At line 2,083 changed one line
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-F’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-F’, total of all code "RW" records since last "RE" record
At line 2,086 changed one line
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-G’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-G’, total of all code "RW" records since last "RE" record
At line 2,089 changed one line
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-H’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-H’, total of all code "RW" records since last "RE" record
At line 2,092 changed one line
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-Q’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-Q’, total of all code "RW" records since last "RE" record
At line 2,096 changed one line
- Derived from IDFDV Identifier ‘W2-NQUAL-457’, total of all code "RW" records since last "RE" record
- Derived from IDFDV Identifier ‘W2-NQUAL-457’, total of all code "RW" records since last "RE" record
At line 2,099 changed one line
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-W’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-W’, total of all code "RW" records since last "RE" record
At line 2,102 changed one line
- Derived from IDFDV Identifier ‘W2-NQUAL-N457’, total of all code "RW" records since last "RE" record
- Derived from IDFDV Identifier ‘W2-NQUAL-N457’, total of all code "RW" records since last "RE" record
At line 2,106 changed one line
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-DD’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-DD’, total of all code "RW" records since last "RE" record
At line 2,109 changed one line
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-C’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-C’, total of all code "RW" records since last "RE" record
At line 2,112 changed one line
- Derived from IDFDV Identifier ‘SUB-3RD-PARTY-TAX’, total of all code "RW" records since last "RE" record
- Derived from IDFDV Identifier ‘SUB-3RD-PARTY-TAX’, total of all code "RW" records since last "RE" record
At line 2,115 changed one line
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-V’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-V’, total of all code "RW" records since last "RE" record
At line 2,118 changed one line
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-Y’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Field Identifier ‘W2-CODE-Y’, total of all code "RW" records since last "RE" record
At line 2,121 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-AA’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-AA’, total of all code "RW" records since last "RE" record
At line 2,124 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-BB’, total of all code "RW" records since last "RE" record
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-BB’, total of all code "RW" records since last "RE" record
At line 2,129 changed one line
!Record Name: Code RU – Total Record
!Record Name: Code RU – Total Record
At line 2,139 changed one line
- Derived from IDFDV screen, Identifier: ‘W2-ALLOC-TIP’, total of all code "RO" records since last "RE" record
- Derived from IDFDV screen, Identifier: ‘W2-ALLOC-TIP’, total of all code "RO" records since last "RE" record
At line 2,142 changed one line
- Derived from IDFDV ‘W2-CODE-A’ and ‘W2-CODE-B’, total of all code "RO" records since last "RE" record
- Derived from IDFDV ‘W2-CODE-A’ and ‘W2-CODE-B’, total of all code "RO" records since last "RE" record
At line 2,145 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-R’, total of all code "RO" records since last "RE" record
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-R’, total of all code "RO" records since last "RE" record
At line 2,148 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-S’, total of all code "RO" records since last "RE" record
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-S’, total of all code "RO" records since last "RE" record
At line 2,151 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-T’, total of all code "RO" records since last "RE" record
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-T’, total of all code "RO" records since last "RE" record
At line 2,154 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-M’, total of all code "RO" records since last "RE" record
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-M’, total of all code "RO" records since last "RE" record
At line 2,157 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-N’, total of all code "RO" records since last "RE" record
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-N’, total of all code "RO" records since last "RE" record
At line 2,160 changed one line
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-EE’, total of all code "RO" records since last "RE" record
- Derived from IDFDV screen, Field Identifier: ‘W2-CODE-EE’, total of all code "RO" records since last "RE" record
At line 2,184 changed one line
460-474 - Total wages, tips and other compensation subject to Virgin Islands, … income tax
460-474 - Total wages, tips and other compensation subject to Virgin Islands, … income tax
At line 2,187 changed one line
475-489 - Virgin Islands, … etc Income Tax Withheld
475-489 - Virgin Islands, … etc Income Tax Withheld
At line 2,192 changed one line
!Record Name: Code RV – State Total Record
!Record Name: Code RV – State Total Record
At line 2,204 changed one line
!Record Name: Code RF – Final Record
!Record Name: Code RF – Final Record
This page (revision-155) was last changed on 19-Oct-2022 21:04 by Karen ParrottTop