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

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Difference between version and

At line 1,324 added one line
*If the State tax has never been withheld 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 1,325 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
!Box 17 - State Income Tax
||Field Identifier||Suggested Field Variable
|W2-ST-TAX-HOME|W2-BOX-17-H
|W2-ST-TAX-WORK|W2-BOX-17-W
*If an element from State Tax Pay Components is specified after Vertex calculation, this element should contain the State Tax Pay Component, State Supplemental Tax Pay Component and State Additional Tax Pay Component (if these pay components are defined).
*Vertex State tax calculation differentiates state taxes withheld by work state tax and residence state tax.
*W2 only requires to report state tax by State regardless if it is from work or residence state.
*The system will retrieve the proper work state tax according to the YTD WORK GEO code and the proper residence state tax according to the YTD RES GEO code and report these as state tax only.
At line 1,327 removed 11 lines
Box 17 - State income tax
||Field Identifier||Description
- 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’
- if users specify an element from State Tax Pay Components after Vertex calculation, this element should contain the State Tax Pay Component, State Supplemental Tax Pay Component and State Additional Tax Pay Component (if these pay components are defined)
- Vertex State tax calculation differentiates state taxes withheld by work state tax and residence state tax
- W2 only requires to report state tax by State regardless if it is from work or residence state
- the system will retrieve the proper work state tax according to the YTD WORK GEO code and the proper residence state tax according to the YTD RES GEO code and report these as state tax only
This page (revision-155) was last changed on 19-Oct-2022 21:04 by Karen ParrottTop