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

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W 2 Process
W2 Process

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At line 858 changed one line
The EFW2 media file Code RE Employer record requires to report one of the following types of employment:
The EFW2 media file code RE Employer record requires to report one of the following types of employment:
At line 868 added 5 lines
*All employees with the same Employment Code are grouped together under one Code RE record.
*If [IPRLU] FICA method = ‘Do not calculate’ and MEDICARE method is NOT ‘Do not calculate’, then this employee is classified as Employment Type ‘Q’ for W2 reporting. Otherwise, the W2 Type of Employment is derived from the [IDGR] ‘W2 Employment Type’ field.
*The Federal Filing of EFW2 requires Code RE records to be reported by 'Type of Employment'. However, filing for some states do not require that employees be separated by type of Employment, therefore, on [RPYEU], the following prompt is used:\\Combine Employment Types: Yes/No
*The default should be ‘No’ for most [RPYEU] file reporting. However, if the State filing does not require filing by ‘Types of Employment’, then this may be changed to ‘Yes’ in order to combine all types of employment under one Code RE record.
*If there is only ‘Regular’ types of employment, then this prompt can be ignored and ‘No’ will default all the time.
At line 869 removed 15 lines
- all employees with the same Employment Code are grouped together under one Code RE record
- if IPRLU FICA method = ‘Do not calculate’ and MEDICARE method is NOT ‘Do not calculate’, then this employee is classified as Employment Type ‘Q’ for W2 reporting
- otherwise the W2 Type of Employment is derived from IDGR ‘W2 Employment Type’ field
- the Federal Filing of EFW2 requires Code RE records to be reported by Type of Employments, however, some States filing do not require to separate employees by Type of Employments, therefore, on RPYEU selection screen, the following prompt is used:
Combine Employment Types: Yes/No
- the default should be ‘No’ for most RPYEU file reporting, however, if the State filing does not require to file by ‘Types of employment’, then the user may change this to ‘Yes’ to combine all Types of Employment under one Code RE record
- if the user only have ‘Regular’ Types of Employment, then the user can ignore this prompt and default to ‘No’ all the time
At line 875 added one line
On W2 Form 2-on-1-page Box d, the Control Number may be printed on the form for reference or distribution purpose, 9e.g. Person Code). The following identifiers may be set up on [IDFDV]:
At line 886 changed one line
On W2 Form 2-on-1-page Box d, the user may print the Control Number on the Form for reference or distribution purpose, e.g. Person Code. The user must set up the following Identifiers on IDFDV screen:
__Seq 2800 W2-CONTROL-PRT__
Print Control Number on Form
Constant
*Null, 0 – Do not print Control Number on W2 Form
*1 - Print Control Number as defined in W2-CONTROL-NUM Identifier
*2 - Print Control Number as defined from RPYEU ‘Sort Level By’ prompt
*3 - Print W2-CONTROL-NUM Identifier and Person Code
*4 - Print ‘Sort Level By’ prompt and Person Code
*5 - Print ‘Sort Level By’ prompt and W2-CONTROL-NUM Identifier
*6 - Print ‘Sort Level By’ prompt and W2-CONTROL-NUM Identifier and Person Code
At line 888 changed 21 lines
Seq 2800 W2-CONTROL-PRT Print Control Number on Form Constant
Null, 0 – Do not print Control Number on W2 Form
1 - Print Control Number as defined in W2-CONTROL-NUM Identifier
2 - Print Control Number as defined from RPYEU ‘Sort Level By’ prompt
3 - Print W2-CONTROL-NUM Identifier and Person Code
4 - Print ‘Sort Level By’ prompt and Person Code
5 - Print ‘Sort Level By’ prompt and W2-CONTROL-NUM Identifier
6 - Print ‘Sort Level By’ prompt and W2-CONTROL-NUM Identifier and Person Code
Seq 2810 W2-CONTROL-NUM Control Number on Form Data Base Column
Enter your company data
e.g. ‘EID.PERSON_CODE’, or ‘DLN.LOCALITY’, or ‘PPA.PAYROLL_CODE’ etc
- if Seq 2810 W2-CONTROL-NUM specifies a Data Base Column e.g. ‘PPA.PAYROLL_CODE’, and within this year the employee has been paid by more than one entry of this data base column, e.g. employee is paid under 2 Payroll Codes, if the Government Registrations are the same, the YTD values will be accumulated together, and W2 Form Box d Control Number will be printed with one PAYROLL_CODE only, usually the PAYROLL_CODE with the name that is sorted last is printed
e.g. Employee is paid by PAYROLL_CODE: US CENTRAL BW
Employee is also paid by PAYROLL_CODE: US WEST BW
Then ‘US WEST BW’ will be printed
__Seq 2810 W2-CONTROL-NUM__
Control Number on Form
Data Base Column
*Enter your company data (e.g. ‘EID.PERSON_CODE’, or ‘DLN.LOCALITY’, or ‘PPA.PAYROLL_CODE’ etc.)
*Suppose a situation where Seq 2810 W2-CONTROL-NUM specifies a Data Base Column (e.g. ‘PPA.PAYROLL_CODE’) and within this year the employee has been paid by more than one entry of this database column (e.g. employee is paid under 2 Payroll Codes). If the Government Registrations are the same, the YTD values will be accumulated together and W2 Form Box d Control Number will be printed with one [PAYROLL_CODE] only (usually the [PAYROLL_CODE] with the name that is sorted last). For example:\\ \\Employee is paid by - PAYROLL_CODE: US CENTRAL BW\\Employee is also paid by - PAYROLL_CODE: US WEST BW\\Then ‘US WEST BW’ will be printed.
At line 913 changed 8 lines
- For auditing purpose between RPREGT and RPYEU, the user should select the following when RPREGT is run:
Provide Totals By: Fed Regist Number
For auditing purpose between [RPREGT] and [RPYEU], the following should be selected when [RPREGT] is run:
;Provide Totals By: Fed Regist Number
This page (revision-155) was last changed on 19-Oct-2022 21:04 by Karen ParrottTop