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 180 changed 2 lines
*If the ‘SUI ER Number’ is not set up for a department, then the SUI ER Number from [IDGV] is used
*On [IDDP], the detail section of the screen must be clicked, and then the UDF button must be clicked in order to get to the UDF screen
*If the ‘SUI ER Number’ is not set up for a department, then the SUI ER Number from [IDGV] is used.
*On [IDDP], the detail section of the screen must be clicked, and then the UDF button must be clicked in order to get to the UDF screen.
*For all other states, ‘W2 Destination’ may be entered for distributing the W2 forms by department.
At line 183 removed 6 lines
- for all other States, the user may enter ‘W2 Destination’ for distributing the W2 forms by department
At line 185 added 2 lines
[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
At line 191 removed 10 lines
IEID - the user may enter the ‘W2 Destination’, ‘MMREF Officer Code’ for the employee
- the user may enter ‘W2 Destination’ for distributing the W2 forms for this employee
At line 189 added one line
%%warning Important: Federal/State/Local Registration MUST not be changed for a Group for different effective date records. The [UPCLOZ] program will not cut new YTD records if the Group changes the effective date. Therefore, if the Group requires a change of Registration numbers, either a new Group should be created or all effective records should be changed to the same Registration numbers.
At line 191 added one line
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].
At line 204 changed 2 lines
IMPORTANT: Federal/State/Local Registration MUST not be changed for a Group for different effective date records.
UPCLOZ program is not cutting new YTD records if the Group changes effective date. Therefore if the Group requires to change Registration numbers, the user should either create a new Group or change all effective records to the same Registration numbers.
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 207 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 line 209 changed one line
For each group, at Federal level, the Federal Registration number is retrieved according to the ‘Fed Regist Set’ and ‘Fed Regist Type’ from IDGV screen and then display on the IDGR screen.
Each group must define one of the following ‘W2 Employment Type’ for W2 reporting purpose:
*A - Agriculture
*F – Form 944 filer
*H - Household
*M - Military
*Q – Medicare Qualified Government Employment (MQGE)
*R – Regular (All others)
*X - Railroad
At line 211 changed one line
For each group, at State/Prov/Local level, the user can point to a ‘State/Prov Set’ and ‘State/Prov Type’. Since each group can be paid in many different States, the State/Prov Registration number cannot be displayed on IDGR screen. For each employee belongs to this group, the State Registration Number is retrieved from IDGV screen by ‘State/Prov Set’ and ‘State/Prov Type’ and the Pay Header State/Prov of this employee.
%%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 213 removed 14 lines
At local level, the Local Registration Number is retrieved from IDGV screen by ‘Local Regist Set’ and ‘Local Regist Type’ and the GEO Local of this employee
- each Group must define one of the following ‘W2 Employment Type’ for W2 reporting purpose:
A - Agriculture
F – Form 944 filer
H - Household
M - Military
Q – Medicare Qualified Government Employment (MQGE)
R – Regular (All others)
X - Railroad
Note: For ‘Q’ type MQGE employment, the users do not require to group all employees under one Group.
The MQGE employees can belong to a group with ‘R’ type employment, the IPRLU screen can specify the proper MEDICARE and FICA method to classify MQGE employees (see below for detail)
At line 209 added 4 lines
*An entry must exist for a state on [IDSP] 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.
*If a state is missing on [IDGV], [RPYEU] will create a default entry with Regist Number 0 and issue a warning
*There must be a change to the correct State Registration Number for that state in order to file to the state government.
At line 229 removed 7 lines
- an entry must exist for a State on IDSP in order for the State to be reported
- an entry must exist on IDGV screen for a State with the ‘State Registration’ in order for the State to be reported
- if a State is missing on IDGV screen, RPYEU will create a default entry with Regist Number 0 and issue warning
- the user must then change to the correct State Registration Number for that State in order to file to the State government
This page (revision-155) was last changed on 19-Oct-2022 21:04 by Karen ParrottTop