This page (revision-10) was last changed on 26-Nov-2021 10:22 by kparrott

This page was created on 26-Nov-2021 10:22 by jmyers

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
10 26-Nov-2021 10:22 3 KB kparrott to previous
9 26-Nov-2021 10:22 3 KB mmcfarland to previous | to last
8 26-Nov-2021 10:22 3 KB mmcfarland to previous | to last
7 26-Nov-2021 10:22 3 KB mmcfarland to previous | to last
6 26-Nov-2021 10:22 3 KB mmcfarland to previous | to last
5 26-Nov-2021 10:22 3 KB mmcfarland to previous | to last
4 26-Nov-2021 10:22 3 KB mmcfarland to previous | to last
3 26-Nov-2021 10:22 3 KB mmcfarland to previous | to last
2 26-Nov-2021 10:22 3 KB kparrott to previous | to last
1 26-Nov-2021 10:22 3 KB jmyers to last

Page References

Incoming links Outgoing links
W 2_GOVERNMENT_REPORTING_PROCEDURES...nobody
W2_GOVERNMENT_REPORTING_PROCEDURES

Version management

Difference between version and

At line 1 changed 54 lines
The following steps outline the procedure to produce the W2 Forms and the Government file:
# RPREGT
#*RPREGT
#**For annual reporting , run [RPREGT] to produce YTD Register
#**For quarterly reporting, run [RPREGT] to produce QTD Register
#IDFD/IDFDV/RDFD
#*IDFD
#**Specifies the W2 Form and File Definition for Annual and Quarterly reporting
#**Contains the default values to enter on [IDFDV]
#**The information on this screen is provided at release time using a script. The script only needs to be executed in order to load in the most current information for the year.
#*IDFDV
#**Mandatory set up of Annual W2 Form and File Definition with user information
#**Optional set up of Quarterly Form and File Definition with user information
#*RDFD
#**Used to report the Form and File Definition from [IDFD] and [IDFDV]
#RPYEU
#*RPYEU
#**Produces US Year End Summary Report for the reporting Year or the reporting Quarter
#**Must be used to balance to the YTD Register or QTD Register report ([RPREGT])
#**Exception messages from this Summary Report must be checked and any exceptions corrected
#**Generates the Federal Government file in federal format
#**Generates State File in the federal file format for states that accept the federal file format
#**Generates State File for states with specific State File format requirement
#**[RPYEU] must be run one state at a time to generate state specific file
#**Each state may have its own requirement, it must be verified if that state specific format is supported by [RPYEU] prior to running [RPYEU] for a specific state file
#**Generates an XML file to feed into Oracle version RPW2 in order to print W2 Forms
#**Generates GVT Run and stores information in [IPGR], [IPGH] for Windward RPW2
#**In utility trace mode, [RPYEU] generates a .txt file for SQL Select statement and csv trace file
#**Provides an option to generate data dump file in .csv format for Federal, State, Local, School data for debugging or balancing
#IPGR/IPGH
#*IPGR
#**Screen inquiry by GVT Run Number after [RPYEU]
#*IPGH
#**Screen inquiry by GVT Header for an employee after [RPYEU]
#UPGRUNDO
#*UPGRUNDO
#**Used to undo GVT Run number by employee
#**Used to undo erroneous GVT Run due to set up issues or to remove archived GVT info
#RPW2 (Oracle)/RPW2 (Windward)
#*RPW2 (Oracle)
#**Produces W2 forms (supporting either a 2-on-a-page or 4-on-a-page format)
#**Reads XML file generated from [RPYEU] to print W2 forms
#**Prints W2 on pre-printed W2 forms or prints different copies (Copy A, 1, B, C, 2, D ) of the W2 forms along with an option to print 'Employee Instructions' on the back
#**Generates grand total and exception messages with RPW2 Execution ID as Execution Run Logs
#**It is mandatory to use the Execution ID of the RPW2 and run RMEX to obtain a grand total report
#*RPW2 (Windward)
#**Produces W2 forms (supporting a 2-on-a-page format only)
#**Reads [IPGR]/[IPGH] information generated from [RPYEU] to print W2 Forms
#**Generates grand total and exception messages with RPW2 Execution ID as Execution Run Logs
#RMEX
#*RMEX
#**Produces a grand total report from the [RPW2] run to balance to [RPYEU]
#**It is mandatory to enter the Execution ID of the RPW2 run to obtain a grand total report
#**The [RMEX] grand total report is used to balance to [RPYEU] only, and is not used for government reporting
The following steps outline the procedure to produce the W2 Forms and the Government file: \\ \\
__RPREGT__
*For annual reporting, run [RPREGT] to produce the YTD Register
*For quarterly reporting, run [RPREGT] to produce the QTD Register \\ \\
__IDFD__
*This form defines the W2 Form and File Definition for Annual and Quarterly reporting
*This form contains the default values to enter on [IDFDV]
*The information on this form is provided by High Line with the Year End software. The script only needs to be executed in order to load in the most current information for the year. \\ \\
__IDFDV__
*Users MUST set up Annual W2 Form and File Definition with user information
*Users CAN set up Quarterly Form and File Definition with user information \\ \\
__RDFD__
*To report the Form and File Definition from [IDFD] and [IDFDV] \\ \\
__RPYEU__
*Produces US Year End Summary Report for the reporting Year or the reporting Quarter
*Users must use this report to balance to the YTD Register or QTD Register report ([RPREGT])
*Users must check exception messages from this Summary Report and correct any exceptions
*Generates the Federal Government file in federal format
*Generates the State File in the federal file format for States that accept the federal file format
*Generates the State File for States with specific State File format requirements
*Users must run [RPYEU] one State at a time to generate State specific file
*Each State may have its own requirements. Users must verify if that State specific format is supported by [RPYEU] prior to running [RPYEU] for a specific State file
*Generates an XML file for RPW2 (Oracle version only) to print the W2 Forms
*Generates the GVT Run and stores information in [IPGR], [IPGH] for RPW2W4C/RPW2W4TB (Windward versions) to print the W2 forms
*In utility trace mode, [RPYEU] generates a .txt file for the SQL Select statement and the .csv trace file
*Provides an option to generate data dump file in a .csv format for Federal, State, Local, School data for balancing and debugging purposes \\ \\
__IPGR__
*View data by GVT Run Number after [RPYEU] is run \\ \\
__IPGH __
*View data by GVT Header after [RPYEU] is run for an employee \\ \\
__UPGRUNDO__
*Allows users to undo a GVT Run number by employee
*To undo an erroneous GVT Run due to set up issues or to remove archived GVT info \\ \\
__RPW2W4C (Windward Only)__
*Produces W2 forms (supports 4-on-a-page formats only)
*Reads GVT file information generated from [RPYEU] to print the W2 Forms
*Generates grand totals and exception messages with the RPW2W4C Execution ID as Execution Run Logs \\ \\
__RPW2W4TB (Windward Only)__
*Produces W2 forms (supports 4-on-a-page, top-to-bottom format only)
*Reads XML file generated from [RPYEU] to print the W2 Forms
*Generates grand totals and exception messages with the RPW2W4TB Execution ID as Execution Run Logs
* This is the RPW2W4SM function, now re-named RPW2W4TB
\\
__RPW2 (Oracle Only)__
%%warning Important: This report (RPW2) will not be supported after the 2018 reporting year.%%
*Produces W2 forms (supports 2-on-a-page and 4-on-a-page formats)
*Reads the .XML file generated from [RPYEU] to print the W2 forms
*Prints W2 information on pre-printed W2 forms or prints different copies (Copy A, 1, B, C, 2, D ) of the W2 forms, with the option to print the Employee Instructions on the back
*Generates grand totals and exception messages with the RPW2 Execution ID as Execution Run Logs
*Users MUST use the Execution ID of the RPW2 and run RMEX to get a grand total report \\ \\
__RMEX__
*Produces a Grand Total report from the W2 Print Program run to balance to the [RPYEU] report
*Users MUST enter the Execution ID of the W2 Print Program run to obtain a grand total report
*This report is used to balance to [RPYEU] only. It is not used for government reporting
This page (revision-10) was last changed on 26-Nov-2021 10:22 by kparrottTop