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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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
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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

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W 2 Process
W2 Process

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At line 35 changed one line
[W2_PROCESS_US_YEAR_END_SUMMARY_REPORT]
!RPYEU – Selection Criteria – Annual Reporting
__Report Criteria Tab__
||Report Parameters||Description
|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]
|Quarterly Form Code|Blank for Annual reporting
|Govt Interface Format|Blank for Annual reporting
|Period Type|Enter ‘Year’ for Annual reporting
|Period End Date|Enter the Year Ending Date
|As of Date|This date is used to retrieve employee information such as name, address, etc.
|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
|Directory Name|Enter a valid directory name
|Media File Name|Enter a file name for govt magnetic media file
|Create Data Dump|Optional toggle\\If checked, [RPYEU] will generate data dump files with .csv extension for Federal, State, Local, School information. The data dump file can be opened with Excel spreadsheet for debugging and balancing purposes.
|Trace Level|Should always run with Exception only unless for tracing
|Regist/Set Up Audit|Can select to audit Govt Registration set up and continue processing, etc.\\[Print and Run|X_PRINT_AND_RUN] lexicon available.
|User Comment|Enter any comment to be printed on RPYEU report
||Report Filters||Description
|Entity|Optional\\Enter one or more Entities
|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 Number|Optional\\Enter one or more Federal Registration Number
|People List|Optional\\Specify if a 'People List' is to be used
|Person|Optional\\Enter one or more Person Codes
|Select State|Optional\\Do not enter any state when generating the Federal File for W2.\\If a state is entered, [RPYEU] automatically switches to report by state.
|State Regist Set|Optional\\Enter one or more State Registration Sets
|State Regist Number|Optional\\Enter one or more State Registration Numbers\\Enter State Regist Set and State Regist Number only when running for one state.
|Local Regist Set|Optional\\Enter one or more Local Registration Sets
|Local Regist Number|Optional\\Enter one or more Local Registration Numbers\\Enter Local Regist Set and Local Regist Number only when running for one Local
|Select County|Optional\\Enter one or more Counties\\If a County is entered, [RPYEU] may switch to report by this County
|Select City|Optional\\Enter one or more Cities\\If a City is entered, [RPYEU] may switch to report by this City
|Select School|Optional\\Enter one or more Schools\\If School list are entered, [RPYEU] reports for these schools only
__Report Run Options Tab__\\
For Annual reporting, [RPYEU] generates .xml file for RPW2 to print W2 Forms and generates Federal media file for SSA government.
||Report Options||Description
|Sort by Level|Enter ‘Sort by Level’ if necessary
|Sort by Active/Inactive|This prompt is used to separate Active and Inactive employees for distribution purpose
|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
!RPYEU – Selection Criteria – Quarterly Reporting
||Report Parameters||Description
|Annual Form Code|Mandatory\\HL$US-W2-2012, use most current year Form Code
|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
|Govt Interface Format|Optional\\Some states require specific government XML file format that is defined on [IDIF], e.g. Florida State format HL$US-QTR-FL2008\\Please refer to the State document that indicates if this parameter should be used
|Period Type|Enter ‘Quarter’ for Quarterly reporting
|Period End Date|Enter the Quarter Ending Date
|As of Date|This date is used to retrieve employee information such as Name and address etc
|Combine Employment Type|Check this toggle to combine ‘Regular’, ‘Agriculture’ employment etc
|Combine Fed Regist|Check this toggle to combine all selected ‘Federal Regist’ for State/Local reporting
|Media Format|Enter ‘State File Format’ or ‘SUI File Format’ for State reporting\\For ‘SUI File Format’, the [IDGV] ‘SUI Registration’ number is used.
||Report Filters||Description
|Federal Regist Set|Optional\\Enter only if you want to select by different ‘Federal Regist Set’
|Federal Regist Number|Optional\\Enter only if you want to select by different Federal Registration Number
|Select State|Mandatory for Quarterly State Filing, if State is not entered, then it’s a Federal run
|State Regist Set|Optional\\Enter only if you want to select by different ‘State Regist Set’
|State Regist Number|Optional\\Enter one or more State Registration Numbers\\Enter State Regist Set and State Regist Number only when running for one state
Please enter other prompts accordingly.
!RPYEU – Quarterly Form Code Set Up
*For quarterly filing, [IDFDV] Annual Form Code ‘HL$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.
*The difference for Federal and State Filing is the file format for each state, e.g. EFW2, ICESA, TIB4 or specific State Format
*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$US-QTR-2012’
*Effective Jan 1, 2004, [RPYEU] supports the filing of multiple Government Registrations at Federal/State/Local level. [RPYEU] and the [RPQTR] program are now merged together, therefore [RPQTR] was no longer used after Jan 1, 2004
*The quarterly Form Code ‘HL$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$US-QTR-2012’ identifiers to obtain values that are applicable for ICESA, TIB4 formats.
*After [IDFDV] HL$US-W2-2012 State and SUI info are set up, the employees must also be paid in [UPCALC] with the State/SUI info for that state in order to be reported for the quarterly filing.
!RPYEU – Sample Run
*[RPYEU] produces Summary Total Report by Government Registrations, this report must be verified with the [RPREGT] report for balancing purpose.
*Each [RPYEU] run generates one GVT Run (Government Run Number).
*All employees processed by this [RPYEU] run belong to this GVT Run Number.
*At the end of [RPYEU], the Government Reporting Statistics are printed with the GVT Run Number generated.
*After [RPYEU] is run, [IPGR] (Government Run) can be used for online inquiry by GVT Run number.
*From [IPGR] the employee’s detail government reporting information on [IPGH](Government Header) can be accessed.
*Many [RPYEU] runs may be run for different sets of employees for testing or auditing purposes
*All employees must be run together in one [RPYEU] by Federal Registration in order to generate the Government Media file. Thus this [RPYEU] GVT Run number or xml file should be used to run RPW2 in order to print W2 for the same set of employees that have been reported on the Government Media file.
*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.
*At the end of each run, [RPYEU] removes any GVT Run Number that does not have any GVT Header associates with it.
*[RPYEU] may be run concurrently for different sets of employees.
*At the beginning of the [RPYEU] run, the Execution Run Log is stamped with the Execution Start Date, then at the end of RPYEU, the Execution End Date is stamped
*For a concurrent [RPYEU] run that has not been finished with the Execution End Date, the other concurrent [RPYEU] run will not remove the GVT Run Number even if there are no GVT Headers.
This page (revision-155) was last changed on 19-Oct-2022 21:04 by Karen ParrottTop