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

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!!!W2 PROCESS
!!!US W2 PROCESS EP 2012
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High Line has defined processes to complete US Government Annual and Quarterly Reporting from the employees' YTD information according to the government defined requirements. These processes include:
The US W2 Process allows for reporting to the US government from the employees' YTD information according to the government specified requirement and for generating the magnetic media or electronic files to send to the government.
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* Generating and printing the W2 Wage Statement,
* Generating the W2 Magnetic Media XML file required to electronically submit to the government.
For annual reporting, this allows for reporting from the employees' YTD information according to selected criteria in order to produce the W2 Wage statement and for generating the W2 media file to send to the government.
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For quarterly reporting, these processes are for reporting from the employees' QTD information according to selected criteria and for generating the media file to send to the government.
For quarterly reporting, this allows for reporting from the employees' QTD information according to selected criteria and for generating the media file to send to the government.
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!!!Government Reporting Procedures
!!2011-2012 Year End Changes
[{InsertPage page='W2_2011-2012_YEAR_END_CHANGES'}]
\\ \\
----
!!Government Reporting Procedures
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!!!Set Up
!!Set Up
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!!!Processing
!!Processing
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[W2_PROCESS_PROCESSING]
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!!!RPREGT – Pay Totals Register
[{InsertPage page='W2_PROCESS_PAY_TOTALS_REGISTER'}]
!!RPREGT – Pay Totals Register
!RPREGT – Selection Criteria
For auditing purpose between [RPREGT] and [RPYEU], the following should be selected when [RPREGT] is run:
;Provide Totals By: Fed Regist Number
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!!!RPYEU – US Year End Summary Report
[{InsertPage page='W2_PROCESS_US_YEAR_END_SUMMARY_REPORT'}]
!!RPYEU – US Year End Summary Report
[W2_PROCESS_US_YEAR_END_SUMMARY_REPORT]
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!!!IPGR – Government Reporting Screen
[{InsertPage page='W2_GOVERNMENT_REPORTING_SCREEN'}]
!!IPGR – Government Reporting Screen
!IPGR – GVT Run tab
*The [GVT Run|IPGR#GVTRun] tab is for viewing only in order to display the GVT Run numbers and general information for the GVT Run.
*[IPGR] displays the Form Code that was used when generating this 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 #.
*Any column can be clicked and dragged to the first column position in order to sort and display the record information by that column data.\\For instance, clicking and dragging 'Period' to the first column will sort the information by the period (either by ascending or descending order).
!IPGR – Header Tab
*The [Header|IPGR#HeaderTab] tab is for viewing only in order to display GVT Headers information by employees for the GVT Run.
*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.
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!!!IPGH – Employee Government Reporting Screen
[{InsertPage page='W2_PROCESS_EMPLOYEE_GOVERNMENT_REPORTING_SCREEN'}]
!!IPGH – Employee Government Reporting Screen
!IPGH
*This screen is for viewing only in order to display the GVT Headers information for the selected employee.
*The ‘Tax Level’, ‘Type’, ‘Period’ or ‘Govt Registration’ column can be clicked in order to sort these columns in either ascending or descending order.
*Any column can be clicked and dragged to the first column position in sort and display the record information by that column data.\\For instance, clicking and dragging 'Employee Name' to the first column will sort the information by the employee name (either by ascending or descending order.)
!IPGH – Amount tab
*The [Amount|IPGH#AmountTab] tab is for viewing only in order to display GVT Amount information by employees.
*The Seq, Identifiers and Description fields are from [IDFDV] definitions.
*The amount or the alphanumeric value of the identifier is displayed.
*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.
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!!!UPGRUNDO – Undo GVT Run
[{InsertPage page='W2_PROCESS_UPGRUNDO_UNDO_GVT_RUN'}]
!!UPGRUNDO – Undo GVT Run
!UPGRUNDO – Selection Criteria
;GVT Run Number:Mandatory, at least one GVT Run Number must be entered\\A list of GVT Run Numbers generated by RPYEU for undo can be selected.
;Person Code:Optional, Enter one or more Person Codes\\The selected Person codes within the GVT Run Numbers are processed.
;Trace Level:"Exception Only" should always be run, unless for tracing.
;Trial:Optional toggle allows for review of the report for verification prior to undo.\\In non-trial mode, UPGRUNO removes GVT Headers and GVT Run for the qualified GVT Run.
UPGRUNO allows the GVT Run number to be undone by employees. This procedure should be used to undo erroneous GVT Run due to set up issues or to remove any archived GVT information that are not needed.
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!!!RPW2 – W2 Form Print
[{InsertPage page='W2_PROCESS_W2_FORM_PRINT'}]
!!RPW2 – W2 Form Print
!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.
__Report Parameters - (For both Oracle and Windward RPW2)__
||Report Parameters||Description
|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
|Employment Type|Optional\\A specific employment type may be chosen to print, e.g. Agriculture employees
|State|Optional\\If used, only one state can be entered\\This prompt should not be entered when the EMPLOYEE copy is being printed\\The employee MUST have all the states printed on their W2 forms.\\When the EMPLOYER copy is being printed, there is an option to print by state so the paper W2 copy can be filed to the state. If the filing W2 is in magnetic media format, then the W2 forms should not be printed by state.
|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.
|Exception Level|should always be run with 'Exception Only' unless for tracing
|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.
|User Comment|Enter any comment to be printed on RPW2 report parameter page
__Report Parameters (* Oracle Report Only)__
||Report Parameters||Description
|Directory Name|Mandatory\\For Oracle version RPW2, enter a valid directory name\\Should be the same Directory Name from the [RPYEU] run
|XML File Name|Mandatory for Oracle version RPW2\\Enter the xml file that is generated from RPYEU with file extension .xm
|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
|Show Frame|When testing the margin set up or to debug a Print Format problem, this toggle may be used to show the line border of the internal frames.
__Report Filters (For Oracle and Windward RPW2)__
|GVT Run (WW only)|If running Oracle version of RPW2, this GVT Run parameter is not used\\ \\For Windward version of RPW2, one GVT Run number MUST be entered.
|Person Code|Optional\\Enter one or more Person Codes
%%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’.%%
When running RPW2 for pre-printed forms, please do not toggle the ‘Show W2 Form’, ‘Show Frame’ parameters.
RPW2 Example:
|Show Form (2 on 1 Pg)|Copy B + C (1 Pg)
|Show Frame (Test Only)|Yes
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 ‘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.
!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 – Form Print Processing
*The P2K Oracle version RPW2 Form Print program prints all information retrieved from the [RPYEU] xml file according to selection criteria.
*If an employee has multiple States and Local tax jurisdictions to be printed, each W2 form is printed with information for two States and two Locals until all State and Local information are printed. The Local information printed may not necessary coincide with the information for the State where the Local resides.
*RPW2 program generates Summary Totals by each Employer Identification Number and Employment Type. At the end of the RPW2 run, a grand total is generated for all employers.
*RMEX must be run with the RPW2 mex id to obtain the Summary and Grand totals to balance to the [RPYEU] Summary report
*RPW2 Summary and Grand Totals are accumulated for Federal Level Box 1 to 11 only, Box 12 and 14 are not totaled.
*RPW2 Box 1 to 11 totals should be verified to balance to RPYEU Box 1 to 11
*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.
*RPW2 accumulates the Summary Totals and Grand Totals for all States and Locals regardless if the tax is from WORK or HOME tax jurisdiction and regardless of which States and Locals the taxes are in.
*RPW2 does not accumulate the State and Local tax totals by each State and Local. The RPYEU Summary report should be used to obtain the totals by each State and Local.
*If RPW2 cannot select any information from the xml file to print, RMEX must be run with the RPW2 mex id to review the errors or exception messages to locate the problem, usually the problem is because of an invalid Directory or File name
*From this link [http://www.irs.gov/pub/irs-pdf/fw2.pdf], there are different copies of the W2 form that needs to be distributed to the employees and send to the government: Copy A, 1, B, C, 2, D
*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.
*There is an to print the W2 forms on the pre-printed W2 forms or to show Copy A, 1, B, C, 2, D of the W2 forms
*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.
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!!!W-2 Wage Form Descriptions
[{InsertPage page='W2_PROCESS_W2_WAGE_FORM_DESCRIPTIONS'}]
!!W-2 Wage Form Descriptions - (2011 Format – Reporting in 2011)
[{InsertPage page='W2_WAGE_FORM_DESCRIPTIONS'}]
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!!!Government Media Reporting
!!Government Media Reporting
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!!!SSA ACCU Wage Software
[{InsertPage page='W2_PROCESS_SSA_ACCU_WAGE_SOFTWARE'}]
!!SSA ACCU Wage Software
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!Validate EFW2 File Format
The Social Security Administration has provided a software program AccuWage for users to download from SSA website to validate the EFW2 file prior to submitting to SSA.
The web link is http://www.ssa.gov/employer/accuwage/index.html#download
Please download the AccuWage software for the current year with this link. Then user should always run AccuWage software with the EFW2 file generated by RPYEU to verify and correct all potential errors prior to sending the EFW2 file to SSA.
AccuWage Error Example:
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![Notes|Edit:Internal.W2 Process]
[{InsertPage page='Internal.W2 Process' default='Click to create a new notes page'}]
![Notes|Edit:Internal.US W2 Process eP]
[{InsertPage page='Internal.US W2 Process eP' default='Click to create a new notes page'}]
This page (revision-155) was last changed on 19-Oct-2022 21:04 by Karen ParrottTop