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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Incoming links Outgoing links
W 2 Process
W2 Process

Version management

Difference between version and

At line 904 changed one line
;Period:Year
||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
At line 906 changed one line
__Report Run Options Tab__
||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__\\
At line 938 added 10 lines
||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
At line 909 removed 40 lines
;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.
;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 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
;User Comment:Enter any comment to be printed on RPYEU report
;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
At line 950 changed 14 lines
;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
;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 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.
At line 961 added 7 lines
||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
At line 1,038 added one line
For Oracle version RPW2, run RPW2 must be run and the report sent to PDF file instead of to the Previewer. RPW2 aligned the W2 government forms in PDF format, allowing the user to adjust the parameters for ‘Top Margin’ and the ‘Between Form Space’ when generating the PDF file. Once the PDF file is generated, the page set up does not need to be adjusted when printing.
At line 1,036 changed one line
__Report Parameters - (For both Oracle and Windward RPW2)__
||Report Parameters||Description
|EE/ER Copy|Specifies if the Employee Copy or Employer Copy of W2 are to be printed\\ \\From the [X_W2_COPY] lexicon.\\ \\01 – Employer Copy\\On one page, print multiple Employees W2 info\\For ‘2 on 1 Page’, print two employees on one page\\For ‘4 on 1 Page’, print four employees on one page\\ \\02 – Employee Copy - on one page, print one Employee W2 info\\For ‘2 on 1 Page’, print one employee twice\\For ‘4 on 1 Page’, print one employee four times
|Show Form|Specifies which W2 Form Copy image is to be shown on the background\\This option is for ‘2 On 1 Page’ only, there is no form image for ‘4 On 1 Page’ from the government\\From the [X_W2_FORM_COPY] lexicon\\ \\00 – Not Specified - do not show W2 Form image\\This option is used to print W2 Forms on the pre-printed W2 Forms\\ \\01 – Copy A, SSA copy - This Copy A option is for viewing purpose only\\Copy A should not be sent to SSA with this option. Copy A should be printed on the pre-printed Copy A that are machine-readable\\ \\02 – Copy 1, State,Local copy\\ \\03 – Copy B, EE Federal copy\\ \\04 – Copy C, EE Record copy\\ \\05 – Copy 2, EE State,Local copy\\ \\06 – Copy D, ER copy\\ \\20 – Copy B + C (1 Pg)- Show Copy B and Copy C on one page\\ \\21 – Copy C + 2 (1 Pg)- Show Copy C and Copy 2 on one page\\ \\22 – Copy B + C + 2 (2 Pg) - Show Copy B and Copy C on one page follow by Copy 2 and Copy 2 on the next page
\\ \\For Windward RPW2\\Only ‘2-on-1-Page’ format is supported, the '4-on-1-Page' format is not available\\Only option ‘01 – Copy A, SSA copy’ is supported, the other options are not available
|Employment Type|Optional\\A specific employment type may be chosen to print, e.g. Agriculture employees
|State|Optional\\If used, only one state can be entered\\This prompt should not be entered when the EMPLOYEE copy is being printed\\The employee MUST have all the states printed on their W2 forms.\\When the EMPLOYER copy is being printed, there is an option to print by state so the paper W2 copy can be filed to the state. If the filing W2 is in magnetic media format, then the W2 forms should not be printed by state.
|Reissued/Corrected|Optional\\If an employee has lost their W2 Forms and have requested a replacement copy, RPW2 should be run with the ‘Person Code’ specified and the word ‘REISSUED’ or ‘CORRECTED’ entered for this prompt. [RPW2] will then print the W2 Form with the exact wording ‘REISSUED’ or ‘CORRECTED’ as entered on the W2 form.
|Exception Level|should always be run with 'Exception Only' unless for tracing
|Test Form Set Up|Optional\\All users should test their printer with this ‘Form Set Up’ toggle to find out the correct Page Set Up for ‘Top Margin Adjustment’ and ‘Between Form Space’ adjustment prior to printing the actual W2 Forms.\\ \\Since each printer’s page set pp margin varies differently, each time the W2 forms are printed on a different printer, the Printer set up test should be run.
|User Comment|Enter any comment to be printed on RPW2 report parameter page
At line 1,038 changed 72 lines
For Oracle version RPW2, the user must run RPW2 and send the report to PDF file instead of to the Previewer. RPW2 aligned the W2 government forms in PDF format with user ability to adjust the parameters for ‘Top Margin’ and the ‘Between Form Space’ when generating the PDF file. Once after the PDF file is generated, the users do not need to adjust the Page Set up when printing.
Report Parameters - this area is needed for Oracle and Windward RPW2
EE/ER Copy - specifies if the Employee Copy or Employer Copy of W2 are to be printed:
From Lexicon: X_W2_COPY
01 – Employer Copy - on one page, print multiple Employees W2 info
- for ‘2 on 1 page’, print 2 employees on one page
- for ‘4 on 1 page’, print 4 employees on one page
02 – Employee Copy - on one page, print one Employee W2 info
- for ‘2 on 1 page’, print 1 employee 2 times
- for ‘4 on 1 page’, print 1 employee 4 times
Show Form - specifies which W2 Form Copy image is to be shown on the background
- this option is for ‘2 On 1 Page’ only, there is no Form image for ‘4 On 1 Page’ from the government
From Lexicon: X_W2_FORM_COPY
00 – Not Specified - do not show W2 Form image
- this option is used to print W2 Forms on the pre-printed W2 Forms
01 – Copy A, SSA copy - this Copy A option is for viewing purpose only
- user should not send Copy A to SSA with this option, Copy A should be printed on the pre-printed Copy A that are machine-readable
02 – Copy 1, State,Local copy
03 – Copy B, EE Federal copy
04 – Copy C, EE Record copy
05 – Copy 2, EE State,Local copy
06 – Copy D, ER copy
20 – Copy B + C (1 Pg) - Show Copy B and Copy C on one Page
21 – Copy C + 2 (1 Pg) - Show Copy C and Copy 2 on one Page
22 – Copy B + C + 2 (2 Pg) - Show Copy B and Copy C on one Page follow by
Copy 2 and Copy 2 on the next page
For Windward RPW2
- only ‘2-on-1-page’ Format is supported, the 4-on-1-page Format is not available
- only option ‘01 – Copy A, SSA copy’ is supported, the other options are not available
Employment Type - optional
- user may choose to print specific Employment Type, e.g. Agriculture employees
State - optional, if used, user can enter one State only
- this prompt should not be entered when user is printing the EMPLOYEE copy
- the employee MUST have all the States printed on their W2 forms
- When the user is printing the EMPLOYER copy, user may choose to print by State so they can file the paper W2 copy to the State, if user is filing W2 using magnetic media format, then they should not print W2 forms by State
Reissued/Corrected - optional
- if employees lost their W2 Forms and requested to have a replacement copy, user should run RPW2 by specifying the ‘Person Code’ and enter the word ‘REISSUED’ or ‘CORRECTED’ for this prompt, then RPW2 will print the W2 Form with the exact wording ‘REISSUED’ or ‘CORRECTED’ as entered on the W2 form
Exception Level: - user should always run with Exception only unless for tracing
Test Form Set Up - optional
- all users should test their Printer with this ‘Form Set Up’ toggle to find out the correct Page Set Up for ‘Top Margin Adjustment’ and ‘Between Form Space’ adjustment prior to printing the actual W2 Forms.
- since each Printer’s Page Set Up margin varies differently, each time when the user is printing the W2 forms on a different Printer, the user should do a Printer Set up test
User Comment - enter User Comment to be printed on RPW2 report parameter page
Report Parameters (* Oracle Report Only) - this area is used for Oracle RPW2 only
Directory Name: - Mandatory for Oracle version RPW2, enter a valid directory name
- should be the same Directory Name from the RPYEU run
XML File Name: - Mandatory for Oracle version RPW2
- enter the xml file that is generated from RPYEU with file extension .xm
Print W2 Forms - specifies the W2 Format to be printed:
From Lexicon: X_W2_PRINT
__Report Parameters (* Oracle Report Only)__
||Report Parameters||Description
|Directory Name|Mandatory\\For Oracle version RPW2, enter a valid directory name\\Should be the same Directory Name from the [RPYEU] run
|XML File Name|Mandatory for Oracle version RPW2\\Enter the xml file that is generated from RPYEU with file extension .xm
|Print W2 Forms|Specifies the W2 Format to be printed:\\From [X_W2_PRINT] lexicon
This page (revision-155) was last changed on 19-Oct-2022 21:04 by Karen ParrottTop