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 629 added one line
If an employee has worked in and/or lived in multiple tax jurisdictions during one taxation year, the reporting of W2 for this employee is as follows:
At line 631 added 5 lines
__Federal Level__
*Federal information is totaled for all states for all employments for the reporting year by Federal Government Registration, this includes Box 1 to 14.
*The reporting of W2 Form and Government file is sorted and grouped by Federal Government Registration.
*After all federal information is summarized by Federal Government Registration and when W2 Forms are printed, if the employee has information overflow onto multiple W2 Forms, then the first W2 Form will print the Federal Information (Box 1 to 11, with Box 12 first 4 entries, Box 14 first 2 entries).
*Additional Box 12 and 14 information will be printed on subsequent W2 form for the same employee and the federal information (Box 1 to 11) will not be repeated.
At line 631 changed 2 lines
- if an employee has worked in and/or lived in multiple tax jurisdictions during one taxation year, the reporting of W2 for this employee is as follows:
Federal level:
__State Level__
*State information is summarized by each individual state regardless of whether the State Tax is generated from Work State Tax or Residence State Tax.
*If an employee has multiple tax jurisdictions within one state, the State tax information is summarized. This includes Box 15 to 17, SUI quarterly information.
*After all the information for states is summarized, the states are printed on the W2 form and overflows onto subsequent W2 form until all states are printed.
At line 634 changed 4 lines
- Federal information are totaled for all States for all employments for the reporting year by Federal Government Registration - this includes box 1 to box 14
- the reporting of W2 Form and Government file is sorted and grouped by Federal Government Registration
- after all federal information are summarized by Federal Government Registration, when W2 Forms are printed, if the employee has information overflow onto multiple W2 Forms, then the first W2 Form will print the Federal Information (Box 1 to 11, with Box 12 first 4 entries, Box 14 first 2 entries)
- additional Box 12 and Box 14 information will be printed on subsequent W2 form for the same employee and the federal information (Box 1 to 11) will not be repeated
__Local Level__
*Local information is reported for County Tax Information and City Tax Information.
*If County tax has been withheld for a GEO code, the County tax information is summarized by the GEO code regardless of whether the tax is generated as Work County or Residence County tax
*If City tax has been withheld for a GEO code, the City tax and wages are summarized by the GEO code regardless of whether the tax is generated as Work City or Residence City tax. This includes Box 18 to 20.
At line 639 changed one line
State level:
__School Level__
*School District tax information is reported in Box 14 with School Wage Base and School Tax
*On each W2 form, Box 14 - "Other Information" allows up to four lines to be reported. Each Box 14 information requires 2 lines to be printed, first line to print the description and second line to print the amount, School information will be printed using 4 lines, therefore subsequent W2 forms will be used if more Box 14 entries (4 lines) are required.
*On each W2 form, Box 12 code allows for up to four entries to be reported and subsequent W2 forms will be used if more than four entries are required.
At line 641 removed 22 lines
- State information are summarized by each individual State regardless of whether the State Tax is generated from Work State Tax or Residence State Tax.
- if an employee has multiple tax jurisdictions within one State, the State tax information are summarized
- this includes box 15 to box 17, SUI quarterly information
- after all States information are summarized, the States are printed on the W2 form and overflows onto subsequent W2 form until all States are printed
Local level:
- Local information are reported for County Tax Information and City Tax Information
- if County tax has been withheld for a GEO code, the County tax information are summarized by the GEO code regardless of whether the tax is generated as Work County or Residence County tax
- if City tax has been withheld for a GEO code, the City tax and wages are summarized by the GEO code regardless of whether the tax is generated as Work City or Residence City tax
- this includes box 18 to box 20
School level:
- School District tax information are reported in Box 14 with School Wage Base and School Tax
- on each W2 form, box 14 Other Information allows up to four lines to be reported, each Box 14 information requires 2 lines to be printed, first line to print the description and second line to print the amount, School information will be printed using 4 lines, therefore subsequent W2 forms will be used if more Box 14 entries (4 lines) are required
- on each W2 form, box 12 Code allows up to four entries to be reported and subsequent W2 forms will be used if more than four entries are required
At line 653 added 8 lines
*On [IDGR], ‘W2 Employment Type’ must be defined on the [Registrations|IDGR#RegistrationsTab] tab for each group
**A - Agriculture
**F – Form 944 filer
**H - Household
**M - Military
**Q – Medicare Qualified Government Employment
**R – Regular (All others)
**X - Railroad
At line 665 removed 9 lines
- on IDGR screen, the user must define ‘W2 Employment Type’ on the ‘Registrations’ Tab for each group
A - Agriculture
F – Form 944 filer
H - Household
M - Military
Q – Medicare Qualified Government Employment
R – Regular (All others)
X - Railroad
This page (revision-155) was last changed on 19-Oct-2022 21:04 by Karen ParrottTop