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
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21 26-Nov-2021 10:22 40 KB mmcfarland to previous | to last

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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 the User Defined Fields for [P2K_CM_GOVT_REGISTRATIONS]
On [IMUF], users must define the User Defined Fields for [P2K_CM_GOVT_REGISTRATIONS]. \\
At line 4 changed one line
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.)
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.
At line 25 added 3 lines
If the 'SUI ER NUMBER' is not set up for a department, then the SUI ER NUMBER from [IDGV] is used.
At line 26 changed one line
On [IMUF], users must define the UDF's for [P2K_HR_IDENTITIES].
On [IMUF], users must define the UDF's for [P2K_HR_IDENTITIES]. \\
At line 40 changed one line
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.
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. \\
At line 42 changed one line
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.
The ['Country Code'|COUNTRY_CODE] on [IDCO] is user-defined and is usually the three character United Nations code, however the two character ISO code can also be used.
At line 49 changed one line
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.
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.
At line 54 changed 2 lines
*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.
*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. \\
At line 62 changed 2 lines
*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
Users can enter the the ‘W2 Destination’ UDF 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 68 changed one line
* a new Group, OR
* Create a new Group, OR
At line 71 changed one line
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].
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].\\ \\
At line 73 changed 2 lines
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.
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/Prov 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. \\ \\
At line 76 changed one line
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
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. \\
At line 89 added 4 lines
The 'W2 EMPLOYMENT TYPE' for a group __MUST NOT BE CHANGED__ even if there are multiple effective date records for a group.
* If the W2 Employment Type is changed for a group for a different effective date, then the W2 reporting will be incorrect because it cannot qualify the TYD information under the proper W2 Employment Type.
* An employee can work for multiple 'Types of Employment' during a year.
At line 97 changed one line
*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 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).
At line 102 changed one line
*A City's Tax Jurisdiction must be defined on [IDGV] 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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*The School Registration must be defined on [IDGV] 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.
At line 109 changed one line
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.
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 113 changed 2 lines
*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’.
*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 125 changed one line
Govt Registration Sets can be used to group similar Registrations together.
* Govt Registration Sets can be used to group similar Registrations together.
At line 139 changed 2 lines
__Important Note for IDGV 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.
%%information __Important Note for IDGV 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.%%
At line 147 changed one line
*MEDI Registration Type must be ‘US MEDI Regist 1’
*MEDI Registration Type must be ‘US MEDI Regist 1’ \\ \\
At line 156 changed one line
*MEDI Registration Type must be ‘US MEDI Regist 2’
*MEDI Registration Type must be ‘US MEDI Regist 2’ \\ \\
At line 164 changed 2 lines
\\
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).
\\ \\
This allows organizations who have multiple government registrations for one Entity to report a different Employer Name or Address for each Federal Registration Number (EIN).
At line 167 changed one line
|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.
|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.
At line 173 changed one line
*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.
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. \\ \\
At line 176 changed one line
*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.
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. \\
At line 178 changed one line
*[RPYEU] automatically defines the User Defined fields for the [IDGV Variables|IDGR#VariablesTab] tab for [P2K_CM_GOVT_REGISTRATIONS].
*[RPYEU] automatically defines the User Defined fields on the [IDGV Variables|IDGR#VariablesTab] tab for [P2K_CM_GOVT_REGISTRATIONS].
At line 181 changed 10 lines
*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.
*The ‘W2 State Media Filing’ values are:
**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
*If the state does not accept other state’s information in their State file, ‘W2 State Media Filing’ variable = ‘02’ should be set up.
*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].
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.
The ‘W2 State Media Filing’ values are:
||Value||Description
|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. 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, users should set the ‘W2 State Media Filing’ variable to '01'. When the RPYEU process is run, the State Code RS record will automatically be generated in the federal file. Users only need to send a copy of 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'. \\*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].
At line 193 changed 3 lines
*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.
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. \\
At line 204 changed 3 lines
*00 – Not Required to file magnetic media
*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. \\ \\
||Value||Description
|00|Not Required to file magnetic media
|01|Include Local Federal Code RS records in the Federal File format \\
If the Local 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. \\ \\
At line 212 added 7 lines
|02|Include Local State Code RS record in the State File format
If the Local 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. \\ \\
When [RPYEU] is run, 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 selects 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]. \\ \\
At line 209 changed 11 lines
*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:
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:
At line 224 changed one line
W2 TAXING ENTITY - to define the Taxing Entity Code for each local:
#W2 TAXING ENTITY - to define the Taxing Entity Code for each local:
At line 230 changed 2 lines
*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:
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:
At line 238 changed 4 lines
*00 – Not Required to file magnetic media
*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. \\
||Value||Description
|00|Not Required to file magnetic media
|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. \\
At line 243 changed 3 lines
*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. \\
|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. \\
At line 247 changed 2 lines
*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.
|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. \\
At line 256 changed 2 lines
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,
\\
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. \\
Example: \\
If Registration Type is defined as ‘US State Regist 1’, then:
* SUI Registration Type must be US SUI REGIST 1
If Registration Type is defined as ‘US State Regist 2’, then:
* SUI Registration Type must be US SUI REGIST 2 \\ \\
This page (revision-30) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop