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 710 changed one line
*The user may exclude certain employees from reporting the W2 by setting up [IDFDV] Identifier ‘W2-EXCLUDE-EE’
*The user may exclude certain employees may be excluded W2 reporting by setting up [IDFDV] Identifier ‘W2-EXCLUDE-EE’
*If the value of this ‘W2-EXCLUDE-EE’ identifier is evaluated to ‘Y’, then the employee is bypassed.\\e.g. If employees whose Assignment Title = ‘Election Worker’ or ‘Self Employed’ are not to be reported, then for Identifier ‘W2-EXCLUDE-EE’, set up the following:
**Field variable = EASD.ASSIGNMENT_TITLE
**Derivation Expression = decode(UPPER(~),’ELECTION WORKER','Y',‘SELF EMPLOYED’,'Y','N')\\%%information Note: UPPER(~) should be used to convert alphanumeric field to compare all Upper case letters.%%
*If there is a complex situation to exclude an employee, a STAT CODE may be used to indicate that the employee is excluded.\\e.g. An employee is excluded when he works in certain groups or with certain hours, then his work activity may kept track by using a STAT CODE. If the employee is to be excluded, then set the STAT CODE value to 1.00. In this case, [IDFDV] for Identifier ‘W2-EXCLUDE-EE’, the following should be set up:
**Field Source = Statistics
**Field variable = the STAT CODE that is used to exclude employee
**Derivation Expression = decode(~,1,'Y','N')
At line 712 removed 17 lines
- if the value of this ‘W2-EXCLUDE-EE’ Identifier is evaluated to ‘Y’, then the employee is bypassed
e.g. – if user does not want to report employees whose Assignment Title = ‘Election Worker’ or ‘Self Employed’, then:
- for Identifier ‘W2-EXCLUDE-EE’, set up the following:
- Field variable = EASD.ASSIGNMENT_TITLE
- Derivation Expression = decode(UPPER(~),’ELECTION WORKER','Y',‘SELF EMPLOYED’,'Y','N')
Note: User should use UPPER(~) to convert alphanumeric field to compare all Upper case letters.
- if the user has a complex situation to exclude an employee, the user may use a STAT CODE to indicate the employee is excluded
e.g. - an employee is excluded when he works in certain groups or with certain hours, then the user may keep track of
this by using a STAT CODE, if the employee is to be excluded, then set the STAT CODE value to 1.00
- then on IDFDV for Identifier ‘W2-EXCLUDE-EE’, set up the following:
- Field Source = Statistics
- Field variable = the STAT CODE that is used to exclude employee
- Derivation Expression = decode(~,1,'Y','N')
At line 720 added one line
The election workers earnings should be reported on W2 if the payment is $600 or more. If the payment is less than $600 and if social security and medicare taxes are withheld, then the earnings should be reported.
At line 731 changed one line
- the election workers earnings should be reported on W2 if the payment is $600 or more
In this situation, that means if the election worker’s earnings is less than $600 and there is no social security and medicare tax withheld, then the payment should not be reported on W2. The Election Worker situation should be handled as follows:
#Use a separate pay component to record the election worker payment. If FICA and Medicare are not calculated for these payments, then the election worker payment can be excluded by not putting the pay component in the element for each W2 Box.
#If the employee is paid with election worker payment and FICA and Medicare tax are withheld, then determine if the employee should be excluded or not. If employee is excluded, a STAT CODE may be set up for [IDFDV] Identifier ‘W2-EXCLUDE-EE’ to exclude the employee from reporting on W2 form.
#All Election Workers may be excluded by using the EASD.ASSIGNMENT_TITLE = ‘ELECTION WORKER’, then the Identifier ‘W2-EXCLUDE-EE’ should be used to exclude EASD.ASSIGNMENT_TITLE = ‘’ELECTION WORKER’.
At line 733 removed 15 lines
- if the payment is less than $600 and if social security and medicare taxes are withheld, then the earnings should be reported
- in this situation, that means if the election worker’s earnings is less than $600 and there is no social security and medicare tax withheld, then the payment should not be reported on W2
- the user may handle the Election Worker situation as follows:
1) - use a separate pay component to record the Election Worker payment
- if FICA and Medicare are not calculated for these payments, then the user can exclude election worker payment by not putting the pay component in the element for each W2 Box
2) - if the employee is paid with election worker payment and FICA and Medicare tax are withheld, then determine if the employee should be excluded or not. If employee is excluded, the user may set up a STAT CODE for IDFDV Identifier ‘W2-EXCLUDE-EE’ to exclude the employee from reporting on W2 form
3) - the user may exclude all Election Workers by using the EASD.ASSIGNMENT_TITLE = ‘ELECTION WORKER’
- then the user should use Identifier ‘W2-EXCLUDE-EE’ to exclude EASD.ASSIGNMENT_TITLE = ‘’ELECTION WORKER’
This page (revision-155) was last changed on 19-Oct-2022 21:04 by Karen ParrottTop