This page (revision-30) was last changed on 26-Nov-2021 10:22 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
30 26-Nov-2021 10:22 42 KB Karen Parrott to previous
29 26-Nov-2021 10:22 41 KB Meg McFarland to previous | to last
28 26-Nov-2021 10:22 41 KB Meg McFarland to previous | to last
27 26-Nov-2021 10:22 41 KB kparrott to previous | to last
26 26-Nov-2021 10:22 40 KB mmcfarland to previous | to last
25 26-Nov-2021 10:22 41 KB mmcfarland to previous | to last
24 26-Nov-2021 10:22 40 KB mmcfarland to previous | to last
23 26-Nov-2021 10:22 40 KB mmcfarland to previous | to last
22 26-Nov-2021 10:22 40 KB mmcfarland to previous | to last
21 26-Nov-2021 10:22 40 KB mmcfarland to previous | to last

Page References

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W 2_PROCESS_SET_UP...nobody
W2_PROCESS_SET_UP

Version management

Difference between version and

At line 2 changed one line
On [IMUF], define user fields for [P2K_CM_GOVT_REGISTRATIONS]
On [IMUF], define the User Defined Fields for [P2K_CM_GOVT_REGISTRATIONS]
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The following user fields are used on the [IDGV Variables|IDGV#VariablesTab] tab. ([RPYEU] will generate these UDF's if any of the UDF do not exist.)
The following User Defined Fields (UDF) are defined on the [IDGV Variables|IDGV#VariablesTab] tab. The [RPYEU] process will generate these UDF's if they do not already exist.)
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|W2 STATE MEDIA FILING|Used by all states
|W2 TAX TYPE CODE|Used by all states
|W2 TAXING ENTITY|Used by all states
|W2 WAGE PLAN CODE|Used by the state of California
|W2 BRANCH CODE|Used by the state of California
|W2 ER NAME|Used by Federal reporting, this overrides 'Entity Name' on [IDEN]
|W2 LOCN CODE|Used by Federal reporting, this overrides 'Location Code' on [IDEN]
|W2 STATE MEDIA FILING|Used by all States
|W2 TAX TYPE CODE|Used by all States
|W2 TAXING ENTITY|Used by all States
|W2 WAGE PLAN CODE|Used by the State of California
|W2 BRANCH CODE|Used by the State of California
|W2 ER NAME|Used by Federal reporting, this overrides the [IDEN] Entity Name
|W2 LOCN CODE|Used by Federal reporting, this overrides the [IDEN] Location Code
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For Quarterly reporting, these UDF's are used when ‘HL$US-QTR-2014’ Form Code is being used:
For Quarterly reporting, these UDF's are used when ‘HL$US-QTR-2018’ Form Code is being used:
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On [IMUF], define the user fields for [P2K_CM_DEPARTMENT_DETAILS].
On [IMUF], users must define the UDF for [P2K_CM_DEPARTMENT_DETAILS].
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The following user fields are used on [IDDP]. ([RPYEU] will generate these UDF's if they do not exist.)
||UDF||Usage
|SUI ER NUMBER|
|W2 DESTINATION|
The following UDF are defined on [IDDP]. The [RPYEU] process will generate these UDF's if they do not exist.
* SUI ER NUMBER
* W2 DESTINATION
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On [IMUF], define the user fields for [P2K_HR_IDENTITIES].
On [IMUF], users must define the UDF's for [P2K_HR_IDENTITIES].
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The following user fields are used on [IEID] for Minnesota. (They be may set up on [IMUF] manually or [RPYEU] will generate these UDF's if they do not exist.)
The following UDF are defined on [IEID] for Minnesota reporting. Users can set up the [IMUF] form manually, or the [RPYEU] process will generate these UDF's if they do not exist.
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|MMREF PROBATIONARY|Used by the state of Missouri
|MMREF OFFICER CODE|Used by the state of Missouri
|MMREF PROBATIONARY|Used by the state of Minnesota
|MMREF OFFICER CODE|Used by the state of Minnesota
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On [IMUF], define the user fields for [P2K_CM_COUNTRIES]. ([RPYEU] will generate these UDF's if it does not exist.)
||UDF||Usage
|ISO COUNTRY CODE|
On [IMUF], users must define the UDF for [P2K_CM_COUNTRIES]. The [RPYEU] will generate these UDF's if they do not already exist.
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* ISO COUNTRY CODE
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If the employer or employees have addresses that are not within in USA, the EFW2 file need to report the 2 character International Organization for Standardization (ISO) country code.
If the employer or employees have addresses that are not in the USA, the EFW2 file needs to report the 2 character International Organization for Standardization (ISO) country code.
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['Country Code'|COUNTRY_CODE] on [IDCO] is a user-specified country code; usually the three character United Nations code for a specific country, but can be the two character ISO code.
The ['Country Code'|COUNTRY_CODE] on [IDCO] is a user-defined country code and is usually the three character United Nations code, however the two character ISO code can also be used.
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For Example:
||Country||United Nation Code||ISO Country Code
Example:
||Country||3 character United Nation Code||2 character ISO Country Code
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The ISO country code needs to be entered on the [IDCO] User Defined field. If it is not entered, then the [IDCO] country code is used as the ISO country code.
Users need to enter the ISO country code in the 'ISO Alpha' field on the [IDCO] form. If the ISO country code is not entered, then the [IDCO] country code is used as the ISO country code.
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Please read the IDFDV - Employer/Employee Primary Address and Mailing Address and Employee sections below.
Please read the Employer/Employee Primary Addresses sections below for more information.
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*The State of Minnesota requires a quarterly file report by MN State Unemployment Insurance Account Number and MN Employer Unit Number. These two numbers are defined at the department level, therefore, the UDF ‘SUI ER Number’ must be set up for each department. (e.g. For Department ‘Planning & Zoning’, the MN number is ‘7977999-004’, UDF ‘SUI ER Number’ = 7977999-004 should be entered on [IDDP])
*If the ‘SUI ER Number’ is not set up for a department, then the SUI ER Number from [IDGV] is used.
*On [IDDP], the detail section of the screen must be clicked, and then the UDF button must be clicked in order to get to the UDF screen.
*For all other states, ‘W2 Destination’ may be entered for distributing the W2 forms by department.
*The State of Minnesota requires to report the Quarterly file report by the MN State Unemployment Insurance Account Number and the MN Employer Unit Number. These two numbers are defined
at the department level, therefore, users must set up the ‘SUI ER Number’ UDF for each department.
Example: For the Planning & Zoning Department, the MN number is ‘7977999-004’ on the IDDP form. Users should enter the ‘SUI ER Number’ as 7977999-004
*If the ‘SUI ER Number’ is not set up for a department, then the 'SUI ER Number' from [IDGV] is used.
*NOTE: On [IDDP], users must click on the Detail section of the form, then click the UDF button to get to the UDF screen.
*For all other states, users can enter the ‘W2 Destination’ for distributing the W2 forms by department.
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[IEID] is used to enter the ‘W2 Destination’, ‘MMREF Officer Code’ for the employee
*‘W2 Destination’ may be entered for distributing the W2 forms for this employee
*Users can enter the the ‘W2 Destination’ and/or ‘MMREF Officer Code’ UDF for the employee
*Users can enter the 'W2 Destination’ for distributing the W2 forms for this employee
At line 65 changed one line
%%warning Important: Federal/State/Local Registration MUST not be changed for a Group for different effective date records. The [UPCLOZ] program will not cut new YTD records if the Group changes the effective date. Therefore, if the Group requires a change of Registration numbers, either a new Group should be created or all effective records should be changed to the same Registration numbers.%%
%%warning Important: The Federal/State/Local Registration numbers __MUST NOT__ be changed for a Group for different effective date records.
The [UPCLOZ] program will not create new YTD records if the Group changes the effective date. Consequently, if the Group must change Registration numbers, users should either:
** a new Group, OR
** Change all of the effective records to the same Registration numbers.%%
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For each group at the Federal level, the Federal Registration number is retrieved according to the ‘Fed Regist Set’ and ‘Fed Regist Type’ from [IDGV] and then displayed on [IDGR].
For each group at the Federal level, the Federal Registration number is retrieved according to the ‘Fed Regist Set’ and ‘Fed Regist Type’ on [IDGV] and is displayed on [IDGR].
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For each group at the State/Prov/Local level, a ‘State/Prov Set’ and ‘State/Prov Type’ can be pointed to. Since each group can be paid in many different states, the State/Prov Registration number cannot be displayed on [IDGR]. For each employee belongs to this group, the State Registration Number is retrieved from [IDGV] by ‘State/Prov Set’ and ‘State/Prov Type’ and the Pay Header State/Prov of this employee.
For each group at the State/Prov level, users can point to a ‘State/Prov Set’ and ‘State/Prov Type’. Since each group can be paid in many different States or Provinces, the State/Prov Registration number cannot be displayed on [IDGR].
For each employee that belongs to this group, the State Registration Number is retrieved from [IDGV] by the defined ‘State/Prov Set’ and ‘State/Prov Type’ and the Pay Header State/Prov of the employee.
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At the local level, the Local Registration Number is retrieved from [IDGV] by ‘Local Regist Set’ and ‘Local Regist Type’ and the GEO Local of this employee
At the Local level, the Local Registration Number is retrieved from [IDGV] by the defined ‘Local Regist Set’ and ‘Local Regist Type’ and the 'GEO Local' of the employee
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Each group must define one of the following ‘W2 Employment Type’ for W2 reporting purpose:
Each group must define one of the following ‘W2 Employment Types’ for W2 reporting purposes:
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%%information Note:For the ‘Q - MQGE' type employment, it is not required to group all employees under one group. The MQGE employees can belong to a group with ‘R’ type employment, [IPRLU] can specify the proper MEDICARE and FICA method to classify MQGE employees (see below for detail)%%
%%information Note: For ‘Q - MQGE' employment, users are not required to group all employees under one group. The MQGE employees can belong to a group with ‘R’ type employment, and [IPRLU] can specify the proper MEDICARE and FICA method to classify them as MQGE employees. If this field is blank, Regular is used. (see below for detail)%%
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*An entry must exist for a state on [IDSP] in order for the state to be reported.
*An entry must exist on [IDGV] for a state with a ‘State Registration’ in order for the state to be reported.
*If a state is missing on [IDGV], [RPYEU] will create a default entry with Regist Number 0 and issue a warning
*There must be a change to the correct State Registration Number for that state in order to file to the state government.
*A State must be defined on [IDSP] in order for the State to be reported.
*The 'State Registration Number' must also be defined on [IDGV] in order for the State to be reported.
*If a state is missing on [IDGV], [RPYEU] will create a default entry with 'Regist Number' set to '0' and issue a warning
*Users must update this field with the correct State Registration Number in order for the State to be reported.
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*If there is county tax applicable for a State, an entry must exist for the County Code on [IDCN] in order for the county tax to be reported.
*The County Code is the first two segments of the GEO code. (e.g. In Indiana, GEO code ‘15-097-0670’ is for the city of ‘Indianapolis’, the County Code ‘15-097-0000’ is for County of ‘Marion’, therefore, set up County Code ‘15-097-0000’ ‘Marion’ on (IDCN).
*The GEO and County codes are provided by Vertex for US taxation, please refer to the VERTEX GEO CODES LIST booklet and enter the required county codes on [IDCN].
*An entry must exist on [IDGV] with ‘Local Registration’ for a County in order for the County tax to be reported.
*If County tax is applicable for a State, the County must be defined on [IDCN] in order for the County tax to be reported.
*The County Code is the first two segments of the GEO code. Example: In Indiana, the GEO code ‘15-097-0670’ is for the City of ‘Indianapolis’ and the County Code ‘15-097-0000’ is for the County of ‘Marion’, therefore, users should define the Marion County Code as ‘15-097-0000’ on (IDCN).
*The GEO and County codes are provided by Symmetry for US taxation.
*Users must define the Local Registration for a City on [IDGV] in order for the City tax to be reported.
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*An entry must exist at the ‘City level’ for a tax jurisdiction in order for the city tax to be reported.
*An entry must exist on [IDGV] with ‘Local Registration’ for a city in order for the city tax to be reported.
*A City's Tax Jurisdiction must be defined on [IDGV] in order for the City tax to be reported.
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*An entry must exist for a School District in order for the School District tax to be reported.
*The School Registration must be defined on [IDGV] in order for the School District tax to be reported.
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For each Entity on [IDGV], the Government Registration Set that is used to collect Federal, State and Local Registrations must first be defined. Under the Registration Set, ‘Federal Registration’ must be set up for Country ‘USA with valid ‘Employer Identification Number’. Then State, Local Registrations may be set up for each State or Local under the same Registration Set.
For each Entity on [IDGV], users must define the Government Registration Set that is used to collect Federal, State and Local Registrations. Under the Registration Set, users must define the 'Federal Registration’ for the Country USA with a valid ‘Employer Identification Number’. Then users can set up the State and Local Registrations for each State/Local under the same Registration Set.
At line 106 changed 3 lines
__User with one Federal Registration__
*If the user has one Federal registration, define one government set of Registrations (e.g. "Main Registration Set").
*Then within this set of Government Registrations, set up Federal/State/Local Registrations on [IDGV] for this set. (For example, on [IDGV], the user should set up Federal Registration with Registration Type = ‘US Fed Regist 1’.
__Organizations with one Federal Registration__
*If your organization has one Federal registration, users must define one Government Registration Set.
*Then within this Government Registration Set, users should set up the Federal, State and Local Registrations on [IDGV].
(Example, on [IDGV], users should set up Federal Registration with Registration Type defined as ‘US Fed Regist 1’.
At line 110 changed one line
%%information Note:If Registration Type ‘US Fed Regist 1’ is used, then the FICA registration should be defined using Registration Type = ‘US FICA Regist 1’, for MEDICARE registration, the Registration Type should = ‘US MEDI Regist 1’ etc. The last digit of the Registration Type must be matched.%%
%%information Note:If Registration Type ‘US Fed Regist 1’ is used, then:
** The FICA registration should be defined using the Registration Type ‘US FICA Regist 1’
** The MEDICARE registration should be defined using the Registration Type ‘US MEDI Regist 1’ etc. The last digit of the Registration Type must match each type of Registration.%%
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__User with Multiple Federal Registrations__
For a user with multiple Federal Registrations, there are two options:
#One "Main Registration Set" can be used, then Registration Type ‘Fed Regist 1’, ‘Fed Regist 2’ up to ‘Fed Regist 9’ can be set up. This allows up to nine Federal Registrations.
#Multiple "Registration Sets" can be used, then set up Registration Type ‘Fed Regist 1’, ‘Fed Regist 2’ up to ‘Fed Regist 9’. This allows for an unlimited number of Federal Registrations.
__Organizations with Multiple Federal Registrations__
If your organization has multiple Federal Registrations, users have two options:
#One Registration Set can be set up, then set up the Registration Types of ‘Fed Regist 1’, ‘Fed Regist 2’ up to ‘Fed Regist 9’. This allows up to nine Federal Registrations.
#Multiple Registration Sets can be set up, then set up Registration Type ‘Fed Regist 1’, ‘Fed Regist 2’ up to ‘Fed Regist 9’ for each Registration Set. This allows for an unlimited number of Federal Registrations.
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“Govt Registration Set” may be used to group similar Registrations together.
Govt Registration Sets can be used to group similar Registrations together.
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For Example:
Example:
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|REGIST 2|User may define another set for all level of registrations
|FED REGIST|User may define Federal level registrations for this set
|STATE REGIST|User may define State level registrations for this set
|LOCAL REGIST|User may define Local level registrations for this set
|FULLTIME REGIST|User may define Registrations for Full time employees
|PARTTIME REGIST|User may define Registrations for Part time employees
|SEASONAL REG|User may define Registrations for Seasonal employees
|STATE OHIO|User may define Registrations for Ohio for this set only
|REGIST 2|Users can define another set for all level of registrations
|FED REGIST|Users can define Federal level registrations for this set
|STATE REGIST|Users can define State level registrations for this set
|LOCAL REGIST|Users can define Local level registrations for this set
|FULLTIME REGIST|Users can define Registrations for Full time employees
|PARTTIME REGIST|Users can define Registrations for Part time employees
|SEASONAL REG|Users can define Registrations for Seasonal employees
|STATE OHIO|Users can define Registrations for Ohio for this set only
At line 132 changed one line
The [IDGV] “Govt Registration Set” and Registration Types are used on the [IDGR Registration|IDGR#RegistrationTab] tab for each of the Federal, State and Local level set up.
The [IDGV] 'Govt Registration Set' and 'Registration Types' are used on the [IDGR Registration|IDGR#RegistrationTab] tab for each of the Federal, State and Local level set up.
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On [IDGV] set up, the last digit of Registration Type must match for the same Federal, State and Local level of registrations.
On [IDGV], users must match the last digit of the Registration Type for the same Federal, State and Local level of registrations.
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If Registration Type = ‘US Fed Regist 1’ is used, then
*FICA Registration Type must = ‘US FICA Regist 1’
*MEDI Registration Type must = ‘US MEDI Regist 1’
If Registration Type = ‘US State Regist 1’ is used, then
*SUI Registration Type must = ‘US SUI Regist 1’
*SDI Registration Type must = ‘US SDI Regist 1’
If the Registration Type is defined as ‘US Fed Regist 1’ then:
*FICA Registration Type must be ‘US FICA Regist 1’
*MEDI Registration Type must be ‘US MEDI Regist 1’
If the Registration Type is defined as 'US State Regist 1’, then:
*SUI Registration Type must be ‘US SUI Regist 1’
*SDI Registration Type must be ‘US SDI Regist 1’
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If Registration Type = ‘US Fed Regist 2’ is used, then
*FICA Registration Type must = ‘US FICA Regist 2’
*MEDI Registration Type must = ‘US MEDI Regist 2’
If Registration Type = ‘US State Regist 2’ is used, then
*SUI Registration Type must = ‘US SUI Regist 2’
*SDI Registration Type must = ‘US SDI Regist 2’
If the Registration Type is defined as ‘US Fed Regist 2’, then:
*FICA Registration Type must be ‘US FICA Regist 2’
*MEDI Registration Type must be ‘US MEDI Regist 2’
If Registration Type is defined as ‘US State Regist 2’, then:
*SUI Registration Type must be ‘US SUI Regist 2’
*SDI Registration Type must be ‘US SDI Regist 2’
At line 152 removed one line
On the [IDGR Registration|IDGR#RegistrationTab] tab, when the user specifies to use State/Prov Type = ‘US State Regist 1’, this implies all State level registrations with the last digit matching ‘Regist 1’ should be used, thus ‘US SUI Regist 1’ will be used.
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This option allows the users who have multiple government registrations for one entity to report a different Employer Name or Address by each Federal Registration Number (EIN).
|W2 ER NAME|Enter the Employer Name to be reported, this overrides the [IDEN] Entity Name
|W2 LOCN CODE|Enter the Location code to be reported, this overrides the [IDEN] Location code\\ \\Note: The exact Location code must be entered in this field, otherwise it will not be used.
This allows organizations who have multiple government registrations for one Entity to report a different Employer Name or Address by each Federal Registration Number (EIN).
|W2 ER NAME|Enter the Employer Name to be reported. This overrides the [IDEN] Entity Name
|W2 LOCN CODE|Enter the Location code to be reported. This overrides the [IDEN] Location code\\ \\Note: Users must enter the exact Location code in this field, otherwise it will not be used.
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*One or multiple Federal Registrations must exist for each entity with each Govt Regist Set for Registration Type ‘US Fed Regist 1’, etc.
*One or multiple Federal Registrations must be defined for each Entity, with each Govt Regist Set for the Registration Type ‘US Fed Regist 1’, etc.
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*An entry must exist for each state for an entity with ‘State Registration’ by Govt Regist Set and Registration Type
*When the ‘State Registration’ are being defined, , the ‘Variables’ tab must also be set up.
*[RPYEU] automatically defines the User Defined fields for the [IDGV Variables|IDGR#VariablesTab] tab on [IMUF] for [P2K_CM_GOVT_REGISTRATIONS].
*On the [IDGV Variables|IDGR#VariablesTab] tab, the variable ‘W2 State Media Filing’ must be set up to indicate if this state is required to produce a W2 File for the state.
*A State must be defined on [IDGV] for an Entity with the ‘State Registration’ by Govt Regist Set and Registration Type in order for the State to be reported.
*When the ‘State Registration’ is defined, the ‘Variables’ tab must also be set up. See the State Media Filing section below.
*[RPYEU] automatically defines the User Defined fields for the [IDGV Variables|IDGR#VariablesTab] tab for [P2K_CM_GOVT_REGISTRATIONS].
__State Media Filing__
*On the [IDGV Variables|IDGR#VariablesTab] tab, the ‘W2 State Media Filing’ variable must be defined to indicate if this State is required to produce a W2 File for the State.
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**00 – Not required to file magnetic media to the state
**01 – Include State Code RS record in the Federal file, the federal file can be sent to the state
**02 – State requires its own file, do not include other state information in the State file
*If the State file layout is conforming to the standard federal SSA code RS format and the state accepts a copy of the federal file that includes the code RW records, ‘W2 State Media Filing’ variable = ‘01’ should be set up
*When [RPYEU] is run, the State Information Code RS record will automatically be generated in the federal file, only a copy of the federal file needs to be sent to the State
**00 – Not required to file magnetic media to the State
**01 – Include State Code RS Records in the Federal file. Users can send the federal file to the State
**02 – State requires its own file, do not include other State information in the State file
*If the State does not accept other States' information in their State File, users should set the 'W2 State Media Filing' variable to '02'. The State Information Code RS record will automatically be generated in the federal file, only a copy of the federal file needs to be sent to the State
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*When [RPYEU] is run, it should be set to run by one State only and the Media Format = ‘State File Format’ should be selected.
*Then if the state has its own specific State file layout, [RPYEU] will generate the State file in the specific file layout, otherwise the generic Federal Code RS format layout is used.
*If the state requires its own State file layout, please check for a list of states that are supported by [RPYEU].
*Users should run [RPYEU] one State at a time and set the 'Media Format' to ‘State File Format’.
*If the State has its own specific State file layout, [RPYEU] will generate the State file in the specific file layout, otherwise the generic Federal Code RS format layout is used.
*If the State requires its own State file layout, please check with High Line for a list of States that are supported by [RPYEU].
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*An entry must exist for each County for an Entity with ‘Local Registration’ in order for the County tax to be reported.
*An entry must exist for each City for an Entity with ‘Local Registration’ in order for the City tax to be reported.
*When the ‘Local Registration’ is defined, the ‘Variables’ tab can optionally be set up in order to indicate if this Local requires to be filed via magnetic media on a W2 file:
*A County Tax Jurisdiction must be defined for each County on [IDGV] with the ‘Local Registration’ in order for the County tax to be reported.
*A City Tax Jurisdiction must be defined for each County on [IDGV] with the ‘Local Registration’ in order for the City tax to be reported.
*When users are defining the ‘Local Registration’, users should also set up the ‘Variables’ tab. See the Local Media Filing section below.
__State Media for Local Filing__
On [IDGV], Variables tab, the 'W2 State Media Filing' variable can be defined (optional)to indicate if this Local requires to be filed with magnetic media on a W2 file.
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**01 – Include Local Information in Code RS record for Federal File format
**02 – Include Local Information in Code RS record for the State File format
**03 – Local requires its own File, do not include other Local information in the File
*If the Local information is to be reported along with the Federal File Code RS information, set up ‘W2 State Media Filing’ variable = ‘01’ for this local.
**01 – Include Local Federal Code RS records in the Federal File format
If the Local information is to be reported along with the Federal File Code RS information, set up ‘W2 State Media Filing’ variable = ‘01’ for this local.
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*If the Local information is to be reported along with the State File Code RS information, then set up the ‘W2 State Media Filing’ variable = ‘02’ for this local.
*When [RPYEU] is run for a state, the State Information Code RS record will be generated along with the Local information.
*If the Local requires its own format, set up ‘W2 State Media Filing’ variable = ‘03’
*When [RPYEU] is run and ‘Local File format’ has been selected to be generated, then the specific City or County also needs to be selected, then the Local file format will be generated.
**Note, this feature requires specific program logic for each Local, please check if the local is supported by [RPYEU]
*If ‘W2 State Media Filing’ is set up for a Local, then the [IDGV Variables|IDGR#VariablesTab] tab must also be set up for:
**‘W2 TAX TYPE CODE’ - to contain one of the following values:
**02 – Include Local State Code RS record in the State File format
If the Local information is to be reported along with the State File Code RS information, users should set up the ‘W2 State Media Filing’ variable to‘02’ for this local.
*When [RPYEU] is run for a state, the State Code RS record will be generated along with the Local information.
**03 – Local requires its own File, do not include other Local information in the File
*If the Local requires its own format, users should set the ‘W2 State Media Filing’ variable to ‘03’ for this local.
*When [RPYEU] is run and a user selectes to generate the ‘Local File format’, users must also select the specific City or County, then the Local file format will be generated.
**NOTE: this feature requires specific program logic for each Local. Please check with High Line to ensure the local is supported by [RPYEU].
*If ‘W2 State Media Filing’ is defined for a Local, then the [IDGV Variables|IDGR#VariablesTab] tab must also be set up for:
#‘W2 TAX TYPE CODE’ - to contain one of the following values:
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**‘W2 TAXING ENTITY’ - to define the five character Taxing Entity Code for each local:
***e.g. Ohio Cleveland would be ‘200’, refer to Cleveland filing requirement
***e.g. Indiana would contain the two digit County Code supplied by Indiana
#‘W2 TAXING ENTITY’ - to define the Taxing Entity Code for each local:
***Example: Ohio Cleveland would be ‘200’. Refer to Cleveland filing requirement
***e.g. Indiana would be defined with County Code provided by Indiana
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*An entry must exist for each school district for an Entity with ‘School Registration’ for the school tax to be reported.
*When the ‘School Registration’ is defined, the [IDGV Variables|IDGR#VariablesTab] tab must be set up for:
*The ‘School Registration’ must be defined on [IDGV] for each school district in order for the school tax to be reported.
*When the ‘School Registration’ is defined, the [IDGV Variables|IDGR#VariablesTab] tab must be set up with:
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__State Media for School District Filing__
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**01 – Include School Information in Code RS record for Federal File format
**02 – Include School Information in Code RS record for the State for State File format
**03 – Include School Information in Code RS record for the Local File format
*If the School information is to be reported along with the Federal File Code RS information, set up the ‘W2 State Media Filing’ variable = ‘01’ for this Local.
**01 – Include School Code RS records in the Federal File format
* If the School information is to be reported along with the Federal Code RS information, users should set the ‘W2 State Media Filing’ variable to‘01’ for this local.
*When [RPYEU] is run, the State Code RS records will be generated along with the School information.
**02 – Include School Code RS records in the State File format
*If the School information is to be reported along with the State Code RS information, users should set the ‘W2 State Media Filing’ variable to ‘02’ for this local.
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*If the School information is to be reported along with the State File Code RS information, set up the ‘W2 State Media Filing’ variable = ‘02’ for this Local.
*When [RPYEU] is run, the State Information Code RS record will be generated along with the School information.
*If the School requires its own format, set up ‘W2 State Media Filing’ variable = ‘03’
**Note, this feature requires specific program logic for each school, please check if the local is supported by [RPYEU].
*If ‘W2 State Media Filing’ is set up for a School, then IDGV Variables Tab must also be set up:
**‘W2 TAX TYPE CODE’ to contain the following value: E – School District Income Tax
**‘W2 TAXING ENTITY’ to define the five character School District code
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**03 – School requires its own File, do not include other Local Information in the file
*If the School requires its own format, users should set the ‘W2 State Media Filing’ variable to ‘03’ for this local.
**NOTE: This feature requires specific program logic for each school. Please check with High Line to ensure this local is supported by [RPYEU].
*When ‘W2 State Media Filing’ is defined for a School, the IDGV Variables Tab must also be set up with:
**‘W2 TAX TYPE CODE’ with E – School District Income Tax
**‘W2 TAXING ENTITY’ with the five character School District code
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When running [RPYEU] with Calendar Type = ‘Q’ for a quarter, each state must set up with ‘US SUI Regist’. The last digit of ‘US SUI Regist’ Registration type must match the last digit of ‘US State Regist’ Registration type, i.e. ‘US State Regist 1’ should also define ‘US SUI Regist 1’, ‘US State Regist 2’ should also define ‘US SUI Regist 2’, etc,
When running [RPYEU] with the Calendar Type defined as ‘Q’ for a quarter, each State must set up with ‘US SUI Regist’. The last digit of ‘US SUI Regist’ Registration type must match the last digit of ‘US State Regist’ Registration type, i.e. ‘US State Regist 1’ should also define ‘US SUI Regist 1’, ‘US State Regist 2’ should also define ‘US SUI Regist 2’, etc,
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According to each state’s quarterly filing format, some state may require to submit Taxes Due, Previous Underpayment etc. For each quarter, define the [IDGV Variables|IDGR#VariablesTab] tab for these quarterly amount for the proper ‘US SUI Regist’ prior to running [RPYEU].
According to each state’s quarterly filing format, some States may require to submit Taxes Due, Previous Underpayment etc. For each quarter, users must define the [IDGV Variables|IDGR#VariablesTab] tab for these quarterly amounts with the proper ‘US SUI Regist’ prior to running [RPYEU].
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Please note each QTR field’s decimal point and enter in the above format.
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*Define Form Code ‘HL$US-W2-2016’ for EFW2 format (Year 2015-2016 reporting)
*After loading [IDFD] form codes from starter scripts, set up each Form Code Field Variables on [IDFDV]
*After loading [IDFD] form codes from the starter scripts, users must set up the current year Form Code Field Variables on [IDFDV] for the EFW2 format.
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*When installing the US Year End software, a seed data script is executed to load in the [IDFD] Form Code:
‘HL$US-W2-2016’: SEED_IDFD_HL$US_W2_2016.sql
*When users are installing the US Year End software, a seed data script is executed to load in the current year [IDFD] Form Code and Seed Data.
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**If Form Code ‘HL$US-W2-2016’ does not exist, the script loads all new identifiers for Form Code ‘HL$US-W2-2016’.
**If Form Code ‘HL$US-W2-2016’ already exists, the script will update Form Code ‘HL$US-W2-2016’ existing identifiers from [IDFD] and leaving the client’s [IDFDV] set up untouched for existing identifiers.
**If Form Code Identifier does not exist, the script will insert new identifier, then set up the content on [IDFDV] for the new identifier.
**If the current year Form Code does not exist, the script loads all of the new identifiers
**If the current year Form Code already exists, the script will update the existing Form Code Identifiers from [IDFD] and leaves your organization's [IDFDV] set up untouched for existing Identifiers.
**If the current year Form Code Identifiers does not exist, the script will insert new identifier. Users should then set up the content on [IDFDV] for the new identifier.
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Since 2010-tax year reporting, [IDFD] Form Code ‘HL$US-W2-2016’ has supplied the ‘Store Option’ starting from Seq# 2000 in order for [RPYEU] to store the Employer Name / Addresses, Employee Name / Addresses and the Amounts of the Seq# in the Government Remittance Tables.
The current year [IDFD] Form Code provides the ‘Store Option’ starting from Seq# 2000 in order for [RPYEU] to store the Employer Name / Addresses, the Employee Name / Addresses and the Amounts of the Seq# in the Government Remittance Tables.
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%%warning Important: [RPYEU] must be run with the new [IDFD] Form Code ‘HL$US-W2-2016’ or a copy of this Form Code that has the ‘Store Option’ set up to store the Addresses and the Amounts in the Government Remittance Tables.
%%warning Important: Users must run [RPYEU] with the new [IDFD] Form Code or users can run a copy of this Form Code that has the ‘Store Option’ set up to store the Addresses and the Amounts in the Government Remittance Tables.
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*After the script is loaded for ‘HL$US-W2-2016’, the [IDFDV] Variable definition may be copied from last year to current year. Go to [IDFDV] and use the COPY button to copy from last year’s definition as follows:
**On [IDFDV], select last year’s Form Code: ‘HL$US-W2-2015’
**Then press the COPY button on the screen
**The Copying dialog box is displayed, within the box, enter the current year New Form Code: ‘HL$US-W2-2016’
**Press the 'Copy Definition with Variables' button, this will copy the variables set up from ‘HL$US-W2-2015’ to ‘HL$US-W2-2016’ for the same Field Identifier name
*After the current year script is loaded, users can copy the [IDFDV] Variable definition from the last year to current year using the COPY button on [IDFDV] as follows:
# On [IDFDV], select last year’s Form Code
# Press the COPY FORM DEFINITION button
# The Copying dialog box is displayed. Enter the current year New Form Code
# Set the 'Copy Definition with Variables' toggle to ON. This will copy the variables set up from the previous year to the current year for the same Field Identifier name.
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;IDFD FORM:
HL$US-W2-2016 - system supplied
;IDFD FORM TYPE:
US W2 EFW2 Definition - indicates the W2 definition for EFW2 filing format
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__NOTE: Fields marked with an asterisk (*) are mandatory.__
IDFD FORM: HL$US-W2-2016 - system supplied
IDFD FORM TYPE: US W2 EFW2 - defines the W2 definition for EFW2 filing format
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|SUB-ER-EIN|Submitter’s Employer EIN|Constant|9 characters EIN
|SUB-USER-ID|Submitter User Identification|Constant|8 characters User ID assigned to the employee who is attesting to the accuracy of the file
|* SUB-ER-EIN|Submitter’s Employer EIN|Constant|9 character EIN
|* SUB-USER-ID|Submitter User Identification|Constant|8 character User ID assigned to the employee who is attesting to the accuracy of the file
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|SUB-SUBM-NAME|Submitter Organization Name|Constant|Organization Name to receive unprocessed data
|SUB-SUBM-LOCN|Submitter Location Address|Constant|Enter submitter location address\\ \\i.e. Attention, Suite, Room # etc
|SUB-SUBM-DELIV|Submitter Delivery Address|Constant|Enter submitter delivery address\\ \\i.e. Street or Post Office Box
|SUB-SUBM-CITY|Submitter City|Constant|Enter submitter city
|SUB-SUBM-STATE|Submitter State Abbrev|Constant|Enter submitter State Abbreviation
|SUB-SUBM-ZIP|Submitter ZIP Code|Constant|Enter submitter ZIP code
|* SUB-SUBM-NAME|Submitter Organization Name|Constant|Organization Name to receive unprocessed data
|* SUB-SUBM-LOCN|Submitter Location Address|Constant|Enter submitter location address\\ \\i.e. Attention, Suite, Room # etc
|* SUB-SUBM-DELIV|Submitter Delivery Address|Constant|Enter submitter delivery address\\ \\i.e. Street or Post Office Box
|* SUB-SUBM-CITY|Submitter City|Constant|Enter submitter city
|* SUB-SUBM-STATE|Submitter State Abbrev|Constant|Enter submitter State Abbreviation
|* SUB-SUBM-ZIP|Submitter ZIP Code|Constant|Enter submitter ZIP code
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|SUB-CONT-NAME|Contact name for SSA|Constant|Enter your company data
|SUB-CONT-TEL|Contact telephone # for SSA|Constant|Enter your company data
|* SUB-CONT-NAME|Contact name for SSA|Constant|Enter your company data
|* SUB-CONT-TEL|Contact telephone # for SSA|Constant|Enter your company data
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|SUB-CONT-EMAIL|Contact e-mail address for SSA|Constant|Enter your company data (mandatory field since Tax Year 2012)
|* SUB-CONT-EMAIL|Contact e-mail address for SSA|Constant|Enter your company data
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|W2-ER-EIN|Employer Identification Number|Data Base Column|DGV.GOVT_REGIST_NUMBER
|W2-ER-NAME|Employer Name|Data Base Column|DED.ENTITY_NAME
|* W2-ER-EIN|Employer Identification Number|Data Base Column|DGV.GOVT_REGIST_NUMBER
|* W2-ER-NAME|Employer Name|Data Base Column|DED.ENTITY_NAME
This page (revision-30) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop