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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Page References

Incoming links Outgoing links
W 2_PROCESS_SET_UP...nobody
W2_PROCESS_SET_UP

Version management

Difference between version and

At line 18 changed 2 lines
!IMUF – Define User Fields for [IDDP]
On [IMUF], users must define the UDF for [P2K_CM_DEPARTMENT_DETAILS].
![IMUF] – Define User Fields for [IDDP]
On IMUF, users must define the UDF for [P2K_CM_DEPARTMENT_DETAILS].
At line 21 changed one line
The following UDF are defined on [IDDP]. The [RPYEU] process will generate these UDF's if they do not exist.
The following UDFs are defined on [IDDP]. The RPYEU process will generate these UDF's if they do not exist.
At line 29 changed one line
On [IMUF], users must define the UDF's for [P2K_HR_IDENTITIES]. \\
On IMUF, users must define the UDFs for [P2K_HR_IDENTITIES]. \\
At line 31 changed one line
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.
The following UDFs are defined on IEID for Minnesota reporting. Users can set up the IMUF form manually, or the RPYEU process will generate these UDFs if they do not exist.
At line 38 changed one line
On [IMUF], users must define the UDF for [P2K_CM_COUNTRIES]. The [RPYEU] will generate these UDF's if they do not already exist.
On IMUF, users must define the UDF for [P2K_CM_COUNTRIES]. The RPYEU process will generate these UDFs if they do not already exist.
At line 45 changed one line
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.
The ['Country Code'|COUNTRY_CODE] on IDCO is user-defined and is usually the three character United Nations code, however the two character ISO codes can also be used.
At line 51 added 2 lines
\\
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 52 removed 2 lines
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 56 changed one line
!IDDP – Department Screen
![IDDP] – Department Screen
At line 59 changed 2 lines
*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.
*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.
At line 63 changed one line
!IEID – Employee Identity Screen User Field
![IEID] – Employee Identity Screen User Field
At line 67 changed one line
!IDGR – Define Group for Govt Registration
![IDGR] – Define Group for Govt Registration
At line 73 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 75 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/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. \\ \\
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. \\ \\
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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 95 changed 4 lines
!IDSP – Define States
*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
![IDSP] – Define States
*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, the RPYEU process will create a default entry with 'Regist Number' set to '0' and issue a warning
At line 101 changed 2 lines
!IDCN – Define Counties
*If County tax is applicable for a State, the County must be defined on [IDCN] in order for the County tax to be reported.
![IDCN] – Define Counties
*If County tax is applicable for a State, the County must be defined on IDCN in order for the County tax to be reported.
At line 105 changed one line
*Users must define the Local Registration for a City on [IDGV] in order for the City tax to be reported.
*Users must define the Local Registration for a City on IDGV in order for the City tax to be reported.
At line 107 changed 2 lines
!IDTX – Define Tax Jurisdictions
A City's Tax Jurisdiction must be defined on [IDGV] in order for the City tax to be reported.
![IDTX] – Define Tax Jurisdictions
A City's Tax Jurisdiction must be defined on IDGV in order for the City tax to be reported.
At line 111 changed 2 lines
!IDSD – Define School Districts
The School Registration must be defined on [IDGV] in order for the School District tax to be reported.
![IDSD] – Define School Districts
The School Registration must be defined on IDGV in order for the School District tax to be reported.
At line 114 changed 2 lines
!IDGV – One or Multiple Government Registrations
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. \\ \\
![IDGV] – One or Multiple Government Registrations
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 146 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.%%
At line 148 changed one line
On [IDGV], users must match the last digit of the Registration Type 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.
At line 173 changed 2 lines
|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.
|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.
At line 183 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 193 changed one line
|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]. \\ \\
|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 196 changed 2 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. \\
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. \\
At line 201 changed one line
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.
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.
At line 209 changed 3 lines
|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. \\ When [RPYEU] is run, the State Information Code RS record will be generated along with the Local information.
|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]. \\ \\
|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. \\ When RPYEU is run, the State Information Code RS record will be generated along with the Local information.
|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 225 changed one line
The ‘School Registration’ must be defined on [IDGV] for each School District in order for the school tax to be reported. \\
The ‘School Registration’ must be defined on IDGV for each School District in order for the school tax to be reported. \\
At line 235 changed 3 lines
|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. \\When [RPYEU] is run, the State Information Code RS record will be generated along with the School information.
|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]. \\ \\
|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. \\When RPYEU is run, the State Information Code RS record will be generated along with the School information.
|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. \\ \\
At line 244 changed one line
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. \\ \\
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. \\ \\
At line 252 changed one line
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].
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.
At line 256 changed one line
*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.
*After loading the IDFD form codes from the starter scripts, users must set up the current year Form Code Field Variables on [IDFDV] for the EFW2 format.
At line 259 changed one line
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.
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.
At line 263 changed 2 lines
*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.
*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.
At line 267 changed one line
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.
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.
At line 269 changed 2 lines
%%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.
Any prior year’s Form Codes do not supply this option and therefore will not turn on the store feature for [RPYEU].%%
%%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.
Any prior year’s Form Codes do not supply this option and therefore will not turn on the store feature for RPYEU.%%
At line 274 changed one line
# On [IDFDV], select last year’s Form Code
# On IDFDV, select last year’s Form Code
At line 281 changed one line
__NOTE: Fields marked with an asterisk (*) are mandatory.__\\
__NOTE: Fields marked with an asterisk (*) are mandatory.__\\ \\
At line 389 changed one line
|W2-CODE-R|Employer Contrib to MSA|Pay Component|Enter your company data
|W2-CODE-R|Employer Contributions to MSA|Pay Component|Enter your company data
At line 393 changed one line
|W2-CODE-W|ER contrib Health Saving Account|Pay Component|Enter your company data
|W2-CODE-W|ER Contributions Health Saving Account|Pay Component|Enter your company data
At line 396 changed 3 lines
|W2-CODE-AA|Roth contrib 401(k)|Pay Component|Enter your company data
|W2-CODE-BB|Roth contrib 403(b)|Pay Component|Enter your company data
|W2-CODE-CC|HIRE exempt wages|Pay Component|Enter your company data
|W2-CODE-AA|Roth Contributions 401(k)|Pay Component|Enter your company data
|W2-CODE-BB|Roth Contributions 403(b)|Pay Component|Enter your company data
|W2-CODE-CC|HIRE Act Wages|Pay Component|Enter your company data
At line 400 changed one line
|W2-CODE-EE|Roth Contribution 457(b)|Pay Component|Enter your company data
|W2-CODE-EE|Designated Roth Contributions 457(b)|Pay Component|Enter your company data
|W2-CODE-FF|Permitted benefits under a qualified small employer health reimbursement arrangement|Pay Component|Enter your company data
|W2-CODE-GG|Income from qualified equity grants|Pay Component|Enter your company data
|W2-CODE-HH|Aggregate deferrals|Pay Component|Enter your company data
At line 469 changed 2 lines
#For California, if [IDFDV] Identifier Seq 7260 W2-SDI-TAX-EE is not zero, then Box 19 will print the employee SDI contribution and Box 20 will print the description ‘CASDI’ (This option is only available to clients who are running the W2 report in Oracle, it is not available to clients running W2 in the Windard platform).
#For California, if [IDFDV] Identifier Seq 7260 W2-SDI-TAX-EE is not set up, Box 14 can be set up to print ‘CASDI’ and the SDI amount.
#For California, if the IDFDV W2-SDI-TAX-EE Identifier (Seq 7260) is not zero, then Box 19 will print the employee SDI contribution and Box 20 will print the description ‘CASDI’ (This option is only available to clients who are running the W2 report in Oracle, it is not available to clients running W2 in the Windard platform).
#For California, if the IDFDV W2-SDI-TAX-EE Identifier (Seq 7260) is not set up, Box 14 can be set up to print ‘CASDI’ and the SDI amount.
At line 486 changed one line
*If the mailing address is not defined for the employer on [IDLN] or [IDEN] location field, the [IDLN] primary address will be used.
*If the mailing address is not defined for the employer on IDLN or IDEN location field, the IDLN primary address will be used.
At line 493 changed one line
|2105|W2-ER-F-COUNTRY|Employer foreign country|Blank or enter the word NAME, or ISO\\ \\If ‘NAME’ is entered, the Country name is used\\If ‘ISO’ is entered, the ISO Country code from [IDCO] UDF ‘ISO COUNTRY CODE’ is used, otherwise the [IDCO] Country code is used
|2105|W2-ER-F-COUNTRY|Employer foreign country|Blank or enter the word NAME, or ISO\\ \\If ‘NAME’ is entered, the Country name is used\\If ‘ISO’ is entered, the ISO Country code from IDCO UDF ‘ISO COUNTRY CODE’ is used, otherwise the IDCO Country code is used.
At line 508 changed one line
*If the mailing address for the employee is not defined on [IEPI], the primary address on [IEPI] will be used.
*If the mailing address for the employee is not defined on [IEPI], the primary address on IEPI will be used.
At line 515 changed one line
|2685|W2-EE-F-COUNTRY|Employee foreign country|Blank or enter the word NAME, or ISO\\ \\If ‘NAME’ is entered, the Country name is used\\If ‘ISO’ is entered, the ISO Country code from [IDCO] UDF ‘ISO COUNTRY CODE’ is used, otherwise the [IDCO] Country code is used
|2685|W2-EE-F-COUNTRY|Employee foreign country|Blank or enter the word NAME, or ISO\\ \\If ‘NAME’ is entered, the Country name is used\\If ‘ISO’ is entered, the ISO Country code from IDCO UDF ‘ISO COUNTRY CODE’ is used, otherwise the IDCO Country code is used.
This page (revision-30) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop