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 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 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 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 UDFs for [P2K_HR_IDENTITIES]. \\
At line 28 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 35 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 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 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 49 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 53 changed 3 lines
!IDDP – Department Screen
*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.
![IDDP] – Department Screen
*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. \\
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*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.
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!IEID – Employee Identity Screen User Field
*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
![IEID] – Employee Identity Screen User Field
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.
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!IDGR – Define Group for Govt Registration
![IDGR] – Define Group for Govt Registration
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* a new Group, OR
* Create a new Group, OR
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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’ 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 YTD information under the proper W2 Employment Type.
* An employee can work for multiple 'Types of Employment' during a year.
At line 89 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 95 changed 3 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.
*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).
![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.
*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).
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*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.
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!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.
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!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 108 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 113 changed 4 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’.
%%information Note: If Registration Type ‘US Fed Regist 1’ is used, then:
*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’.
\\
Note: If Registration Type ‘US Fed Regist 1’ is used, then:
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* 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.%%
* 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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Govt Registration Sets can be used to group similar Registrations together.
* Govt Registration Sets can be used to group similar Registrations together.
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__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 142 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.
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*MEDI Registration Type must be ‘US MEDI Regist 1’
*MEDI Registration Type must be ‘US MEDI Regist 1’ \\ \\
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*MEDI Registration Type must be ‘US MEDI Regist 2’
*MEDI Registration Type must be ‘US MEDI Regist 2’ \\ \\
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\\
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.
\\ \\
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).
|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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__Federal Level__
*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.
__Federal Level__\\
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 175 changed 2 lines
__State Level__
*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.
__State Level__\\
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. \\
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*[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 180 changed 11 lines
__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.
*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].
__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. \\
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. \\ \\
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__Local Level__
*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.
__Local Level__\\
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 197 changed 2 lines
__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.
__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.
At line 204 changed 4 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. \\ \\
When [RPYEU] is run, the State Information Code RS record will be generated along with the Local information
||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. \\ 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. \\ \\
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*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: \\
If 'W2 State Media Filing' is defined for a Local, then the [IDGV Variables|IDGR#VariablesTab] tab must also be set up for: \\
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*E – School District Income Tax \\ \\
*E – School District Income Tax \\
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* Indiana would be defined with County Code provided by Indiana
* Indiana would be defined with County Code provided by Indiana \\ \\
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__School Level__
*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:
__School Level__\\
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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*W2 TAXING ENTITY
*W2 TAXING ENTITY \\ \\
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__State Media for School District Filing__
__State Media for School District Filing__\\
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*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. \\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. \\ \\
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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].
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*W2 TAXING ENTITY with the five character School District code
*W2 TAXING ENTITY with the five character School District code\\ \\
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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,
\\
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].
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
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If Registration Type is defined as ‘US State Regist 2’, then:
* SUI Registration Type must be US SUI REGIST 2 \\ \\
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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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*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.
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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.
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*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.
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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.
\\
%%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 275 removed 3 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].%%
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# On [IDFDV], select last year’s Form Code
# On IDFDV, select last year’s Form Code
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__NOTE: Fields marked with an asterisk (*) are mandatory.__
IDFD FORM: HL$US-W2-2016 - system supplied
IDFD FORM TYPE: US W2 EFW2 - defines the W2 definition for EFW2 filing format
__NOTE: Fields marked with an asterisk (*) are mandatory.__\\ \\
IDFD FORM: HL$US-W2-20YY - system supplied \\
IDFD FORM TYPE: US W2 EFW2 - defines the W2 definition for EFW2 filing format \\
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;Form Code ‘HL$US-W2-2016’ Identifiers:
||Field Identifier||Description||Suggested Field Source||Suggested Variable
|* 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
|SUB-RESUB-IND|Resubmitt Indicator|Constant|Enter 1 if file is resubmitted, otherwise 0
|SUB-RESUB-WFID|Resubmitt SSA WFID from notice|Constant|If resubmitted, enter SSA WFID from notice
|SUB-VENDOR|Software Vendor Code|Constant|Enter your company data
|SUB-SOFTWARE|Submitter Software Code|Constant|Enter your company data
|SUB-COMP-NAME|Company Name receive EFW2|Constant|Enter Company name who receives EFW2
|SUB-COMP-LOCN|Company Location Address|Constant|Enter company’s location address\\ \\such as Attention, Suite, Room # etc
|SUB-COMP-DELIV|Company Delivery Address|Constant|Enter company’s delivery address\\ \\such as Street or Post Office Box
|SUB-COMP-CITY|Company’s City|Constant|Enter company’s city
|SUB-COMP-STATE|Company’s State Abbrev|Constant|Enter company’s State Abbreviation
|SUB-COMP-ZIP|Company’s ZIP Code|Constant|Enter company’s ZIP code
|SUB-COMP-ZIP-EXT|Company’s ZIP Code Extension|Constant|Enter company’s ZIP code extension
|SUB-COMP-F-STATE|Company’s foreign State/province|Constant|Enter company’s foreign State/Province
|SUB-COMP-F-POST|Company’s foreign postal code|Constant|Enter company’s foreign postal code
|SUB-COMP-COUNTRY|Company’s country if applicable|Constant|Enter company’s Country if applicable
|| || || ||
|* SUB-SUBM-NAME|Submitter Organization Name|Constant|Organization Name to receive unprocessed data
|* SUB-SUBM-LOCN|Submitter Location Address|Constant|Enter submitter location address\\ \\such as Attention, Suite, Room # etc
|* SUB-SUBM-DELIV|Submitter Delivery Address|Constant|Enter submitter delivery address\\ \\such as 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-ZIP-EXT|Submitter ZIP Code Extension|Constant|Enter submitter ZIP code extension
|SUB-SUBM-F-STATE|Submitter foreign State/province|Constant|Enter submitter foreign State/Province
|SUB-SUBM-F-POST|Submitter foreign postal code|Constant|Enter submitter foreign postal code
|SUB-SUBM-COUNTRY|Submitter country if applicable|Constant|Enter submitter Country, if applicable
|* 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-TEL-EXT|Contact telephone extension|Constant|Enter your company data
|* SUB-CONT-EMAIL|Contact e-mail address for SSA|Constant|Enter your company data
|SUB-CONT-FAX|Contact FAX phone # for SSA|Constant|Enter your company data
|SUB-CONT-METH|Preferred Contact method|Constant|MUST be BLANK
|SUB-PREPARER|Preparer Code|Constant|Enter your company data
|SUB-3RD-PARTY-SICK|Third-Party Sick Pay Indicator|Constant|Enter your company data
|SUB-3RD-PARTY-TAX|Income Tax Withheld by 3rd Party|Constant|Enter your company data
|W2-ER-AGENT-IND|Agent Indicator Code|Constant|Enter appropriate code, if applicable
|W2-ER-FOR-EIN|Agent for which EIN|Constant|If you are an agent, enter the EIN for which you are an agent for
|W2-ER-TERM-BUS|Terminating business indicator|Constant|Enter appropriate code from SSA
|W2-ER-ESTAB|Establishment Number|Constant|Further identify within EIN
|W2-ER-OTHER-EIN|Other EIN|Constant|Other EIN used
|* 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-LOCN-ADDR|Employer Location Address|Constant|Employer’s location address\\ \\such as Attention, Suite, Room # etc.\\DLN.ADDRESS_LINE_2 or DLN.MAIL_ADDRESS_LINE_2\\ \\Enter the word MAIL or blank\\To use Primary address, leave this blank\\To use Mailing address, enter the word MAIL\\System will derive the complete primary or mailing address and store in the Address Identifiers.
|W2-ER-DELIV-ADDR|Employer Delivery Address|Constant|Employer’s delivery address\\ \\such as Street or Post Office Box\\DLN.ADDRESS_LINE_1 or DLN.MAIL_ADDRESS_LINE_1\\ \\Enter blank, system derived
|W2-ER-CITY|Employer City|Constant|Employer’s city\\DLN.LOCALITY or DLN.MAIL_LOCALITY\\ \\Enter blank, system derived
|W2-ER-STATE|Employer State Abbrev|Constant|Employer’s State abbreviation\\DSP.STATE_PROVINCE_CODE\\ \\Enter blank, system derived
|W2-ER-ZIP|Employer ZIP Code|Constant|Employer’s ZIP Code\\DLN.ZIP_POSTAL or DLN.MAIL_ZIP_POSTAL\\ \\Enter blank, system derived
|W2-ER-ZIP-EXT|Employer ZIP Extension|Constant|Employer’s ZIP Code\\DLN.ZIP_POSTAL or DLN.MAIL_ZIP_POSTAL\\ \\Enter blank, system derived
|W2-ER-F-STATE|Employer foreign State/province|Constant|Employer foreign state/province or Constant\\ \\Enter the word NAME or blank
|W2-ER-F-POSTAL|Employer foreign postal code|Constant|Enter Employer foreign postal code or Constant
|W2-ER-COUNTRY|Employer country if applicable|Constant|Enter Employer country\\ \\Enter blank, system derived
|W2-ER-F-COUNTRY|Employer foreign country|Constant|Enter the word NAME, ISO or blank
|W2-ER-TAX-JURIS|Tax Jurisdiction Code|Constant |Enter appropriate code or null
|| || || ||
|W2-EE-SSN|Employee Social Security Number|Data Base Column|EID.GOVERNMENT_CODE
|W2-EE-FIRST-NAME|Employee First Name|Data Base Column|EID.FIRST_NAME
|W2-EE-MIDDLE|Employee Middle Name|Data Base Column|EID.MIDDLE_NAME
|W2-EE-LAST-NAME|Employee Last Name|Data Base Column|EID.LAST_NAME
|W2-EE-SUFFIX|Employee Suffix Name|Data Base Column|EID.RANK with derivation expression\\ \\Decode(~,’01’,’JR’,’02’,’SR’,NULL)
|W2-EE-LOCN-ADDR|Employee Location Address|Constant|Employee’s location address\\ \\such as Attention, Suite, Room # etc\\ \\EPS.ADDRESS_LINE_2\\EPS.MAIL_ADDRESS_LINE_2\\\ \\Enter the word MAIL or blank\\To use Primary address, leave this blank.\\To use Mailing address, enter the word MAIL.\\System will derive the complete primary or mailing address and store in the Address Identifiers.
|W2-EE-DELIV-ADDR|Employee Delivery Address|Constant|Employee’s delivery address\\ \\such as Street or Post Office Box\\ \\EPS.ADDRESS_LINE_2 or EPS.MAIL_ADDRESS_LINE_2\\ \\Enter blank, system derived
|W2-EE-CITY|Employee City|Constant|Employee’s city\\ \\EPS.LOCALITY or EPS.MAIL_LOCALITY\\ \\Enter blank, system derived
|W2-EE-STATE|Employee State Abbrev|Constant|Employee’s State abbreviation\\ \\DSP.STATE_PROVINCE_CODE\\ \\Enter blank, system derived
|W2-EE-ZIP|Employee ZIP Code|Constant|Employee’s ZIP Code\\ \\EPS.ZIP_POSTAL or EPS.MAIL_ZIP_POSTAL\\ \\Enter blank, system derived
|W2-EE-ZIP-EXT|Employee ZIP Extension|Constant|Enter employee’s ZIP Code\\ \\EPS.ZIP_POSTAL or EPS.MAIL_ZIP_POSTAL\\ \\Use derivation expression substr(~,6) for ZIP extension
|W2-EE-F-STATE|Employee foreign State/province|Constant|Employee foreign state/province or Constant\\ \\Enter the word NAME or blank
|W2-EE-F-POSTAL|Employee foreign postal code|Constant|Employee foreign postal code\\ \\Enter blank, system derived
|W2-EE-COUNTRY|Employee country if applicable|Constant|Enter Employee country\\ \\Enter blank, system derived
|W2-EE-F-COUNTRY|Employer foreign country|Constant|Enter the word NAME or the word ISO or blank
|W2-CONTROL-PRT|Print Control Number on Form|Constant|Null, 0 – Do not print Control Number on W2 Form\\1 - Print Control Number as defined in W2-CONTROL-NUM Identifier\\2 - Print Control Number as defined from RPYEU ‘Sort Level By’ prompt\\3 - Print W2-CONTROL-NUM Identifier and Person Code\\4 - Print ‘Sort Level By’ prompt and Person Code\\5 - Print ‘Sort Level By’ prompt and W2-CONTROL-NUM Identifier\\6 - Print ‘Sort Level By’ prompt and W2-CONTROL-NUM Identifier and Person Code
|W2-CONTROL-NUM|Control Number on Form|Data Base Column|Enter your company data
|W2-EXCLUDE-EE|Exclude Employee|Data Base Column|Enter your company data
|| || || ||
|W2-FIT-WAGE|Wages, Tips, Other Compensation|Element|W2-BOX-01
|W2-FIT-TAX|Federal Income Tax Withheld|Element|W2-BOX-02
|W2-SSN-WAGE|Social Security Wages|Element|W2-BOX-03\\ \\Derivation expression LEAST(~,113700.00) may be used for year 2013 max\\ \\System verify Box 3 + Box 7 does not exceed annual max, otherwise issue message
|W2-SSN-TAX|Social Security Tax Withheld|Element|W2-BOX-04\\ \\Derivation expression LEAST(~,7049.40)may be used for year 2013 max
|W2-MEDI-WAGE|Medicare Wages and Tips|Element|W2-BOX-05
|W2-MEDI-TAX|Medicare Tax Withheld|Element|W2-BOX-06
|W2-SSN-TIP|Social Security Tips|Element|W2-BOX-07
|W2-ALLOC-TIP|Allocated Tips|Element|W2-BOX-08
|W2-EIC|Advanced EIC Credit|Element|W2-BOX-09
|W2-DEP-CARE|Dependent Care Benefit|Element|W2-BOX-10
|W2-NQUAL|Non Qualified Plans|Element|W2-BOX-11
|W2-NQUAL-457|Non Qualified Plans Sect 457|Element|W2-BOX-11-457
|W2-NQUAL-N457|Non Qualified Plans Not Sect 457|Element|W2-BOX-11-N457
|W2-CODE-A|Uncollect SSA/RRTA tax on tips|Pay Component|Enter your company data
|W2-CODE-B|Uncollect Medicare tax on tips|Pay Component|Enter your company data
|W2-CODE-C|Group Term Life Ins > 50000|Pay Component|Enter your company data
|W2-CODE-D|Deferred 401(k) cash|Pay Component|Enter your company data
|W2-CODE-E|Deferred 401(b) Salary reduction|Pay Component|Enter your company data
|W2-CODE-F|Deferred 408(k)(6) Salary reduct|Pay Component|Enter your company data
|W2-CODE-G|Deferred 457(b) compensation|Pay Component|Enter your company data
|W2-CODE-H|Deferred 501(c)18(D) tax exempt|Pay Component|Enter your company data
|W2-CODE-J|Non taxable sick pay|Pay Component|Enter your company data
|W2-CODE-K|20% excise parachute payment|Pay Component|Enter your company data
|W2-CODE-L|Employee business expense reimburse|Pay Component|Enter your company data
|W2-CODE-M|Uncollect SSA/RRTA group ins|Pay Component|Enter your company data
|W2-CODE-N|Uncollect medicare group ins|Pay Component|Enter your company data
|W2-CODE-P|Moving expense|Pay Component|Enter your company data
|W2-CODE-Q|Nontaxable combat pay|Pay Component|Enter your company data (obsoleted since Tax Year 2012)
|W2-CODE-R|Employer Contrib to MSA|Pay Component|Enter your company data
|W2-CODE-S|Salary reduction to 408(p)|Pay Component|Enter your company data
|W2-CODE-T|Adoption benefits|Pay Component|Enter your company data
|W2-CODE-V|Income of nonstat stock opt|Pay Component|Enter your company data
|W2-CODE-W|ER contrib Health Saving Account|Pay Component|Enter your company data
|W2-CODE-Y|Deferrals 409A Nonqual plan|Pay Component|Enter your company data
|W2-CODE-Z|Income 409A Nonqual plan|Pay Component|Enter your company data
|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-DD|ER sponsored Health Coverage|Pay Component|Enter your company data
|W2-CODE-EE|Roth Contribution 457(b)|Pay Component|Enter your company data
;Form Code ‘HL$US-W2-2019’ Identifiers:
||Seq #||Field Identifier||Description||Suggested Field Source||Suggested Variable
|1000 |* SUB-ER-EIN|Submitter’s Employer EIN|Constant|9 character EIN
|1010 |* SUB-USER-ID|Submitter User Identification|Constant|8 character User ID assigned to the employee who is attesting to the accuracy of the file
|1020 |SUB-RESUB-IND|Resubmitt Indicator|Constant|Enter 1 if file is resubmitted, otherwise 0
|1030 |SUB-RESUB-WFID|Resubmitt SSA WFID from notice|Constant|If resubmitted, enter SSA WFID from notice
|1035 |SUB-VENDOR|Software Vendor Code|Constant|Enter your company data
|1040 |SUB-SOFTWARE|Submitter Software Code|Constant|Enter your company data
|1050 |SUB-COMP-NAME|Company Name receive EFW2|Constant|Enter Company name who receives EFW2
|1060 |SUB-COMP-LOCN|Company Location Address|Constant|Enter company’s location address\\ \\such as Attention, Suite, Room # etc
|1070 |SUB-COMP-DELIV|Company Delivery Address|Constant|Enter company’s delivery address\\ \\such as Street or Post Office Box
|1080 |SUB-COMP-CITY|Company’s City|Constant|Enter company’s city
|1090 |SUB-COMP-STATE|Company’s State Abbrev|Constant|Enter company’s State Abbreviation
|1100 |SUB-COMP-ZIP|Company’s ZIP Code|Constant|Enter company’s ZIP code
|1110 |SUB-COMP-ZIP-EXT|Company’s ZIP Code Extension|Constant|Enter company’s ZIP code extension
|1120 |SUB-COMP-F-STATE|Company’s foreign State/province|Constant|Enter company’s foreign State/Province
|1130 |SUB-COMP-F-POST|Company’s foreign postal code|Constant|Enter company’s foreign postal code
|1140 |SUB-COMP-COUNTRY|Company’s country if applicable|Constant|Enter company’s Country if applicable
|| || || || ||
|1150 |* SUB-SUBM-NAME|Submitter Organization Name|Constant|Organization Name to receive unprocessed data
|1160 |* SUB-SUBM-LOCN|Submitter Location Address|Constant|Enter submitter location address\\ \\such as Attention, Suite, Room # etc
|1170 |* SUB-SUBM-DELIV|Submitter Delivery Address|Constant|Enter submitter delivery address\\ \\such as Street or Post Office Box
|1180 |* SUB-SUBM-CITY|Submitter City|Constant|Enter submitter city
|1190 |* SUB-SUBM-STATE|Submitter State Abbrev|Constant|Enter submitter State Abbreviation
|1200 |* SUB-SUBM-ZIP|Submitter ZIP Code|Constant|Enter submitter ZIP code
|1210 |SUB-SUBM-ZIP-EXT|Submitter ZIP Code Extension|Constant|Enter submitter ZIP code extension
|1220 |SUB-SUBM-F-STATE|Submitter foreign State/province|Constant|Enter submitter foreign State/Province
|1230 |SUB-SUBM-F-POST|Submitter foreign postal code|Constant|Enter submitter foreign postal code
|1240 |SUB-SUBM-COUNTRY|Submitter country if applicable|Constant|Enter submitter Country, if applicable
|1250 |* SUB-CONT-NAME|Contact name for SSA|Constant|Enter your company data
|1260 |* SUB-CONT-TEL|Contact telephone # for SSA|Constant|Enter your company data
|1270 |SUB-CONT-TEL-EXT|Contact telephone extension|Constant|Enter your company data
|1280 |* SUB-CONT-EMAIL|Contact e-mail address for SSA|Constant|Enter your company data
|1290 |SUB-CONT-FAX|Contact FAX phone # for SSA|Constant|Enter your company data
|1300 |SUB-CONT-METH|Preferred Contact method|Constant|MUST be BLANK
|1310 |SUB-PREPARER|Preparer Code|Constant|Enter your company data
|1480 |SUB-3RD-PARTY-SICK|Third-Party Sick Pay Indicator|Constant|Enter your company data
|1490 |SUB-3RD-PARTY-TAX|Income Tax Withheld by 3rd Party|Constant|Enter your company data
|1500 |W2-ER-AGENT-IND|Agent Indicator Code|Constant|Enter appropriate code, if applicable
|1510 |W2-ER-FOR-EIN|Agent for which EIN|Constant|If you are an agent, enter the EIN for which you are an agent for
|1520 |W2-ER-TERM-BUS|Terminating business indicator|Constant|Enter appropriate code from SSA
|1530 |W2-ER-ESTAB|Establishment Number|Constant|Further identify within EIN
|1540 |W2-ER-OTHER-EIN|Other EIN|Constant|Other EIN used
|2000 |* W2-ER-EIN|Employer Identification Number|Data Base Column|DGV.GOVT_REGIST_NUMBER
|2010 |* W2-ER-NAME|Employer Name|Data Base Column|DED.ENTITY_NAME
|2020 |W2-ER-LOCN-ADDR|Employer Location Address|Constant|Employer’s location address\\ \\such as Attention, Suite, Room # etc.\\DLN.ADDRESS_LINE_2 or DLN.MAIL_ADDRESS_LINE_2\\ \\Enter the word MAIL or blank\\To use Primary address, leave this blank\\To use Mailing address, enter the word MAIL\\System will derive the complete primary or mailing address and store in the Address Identifiers.
|2030 |W2-ER-DELIV-ADDR|Employer Delivery Address|Constant|Employer’s delivery address\\ \\such as Street or Post Office Box\\DLN.ADDRESS_LINE_1 or DLN.MAIL_ADDRESS_LINE_1\\ \\Enter blank, system derived
|2040 |W2-ER-CITY|Employer City|Constant|Employer’s city\\DLN.LOCALITY or DLN.MAIL_LOCALITY\\ \\Enter blank, system derived
|2050 |W2-ER-STATE|Employer State Abbrev|Constant|Employer’s State abbreviation\\DSP.STATE_PROVINCE_CODE\\ \\Enter blank, system derived
|2060 |W2-ER-ZIP|Employer ZIP Code|Constant|Employer’s ZIP Code\\DLN.ZIP_POSTAL or DLN.MAIL_ZIP_POSTAL\\ \\Enter blank, system derived
|2070 |W2-ER-ZIP-EXT|Employer ZIP Extension|Constant|Employer’s ZIP Code\\DLN.ZIP_POSTAL or DLN.MAIL_ZIP_POSTAL\\ \\Enter blank, system derived
|2080 |W2-ER-F-STATE|Employer foreign State/province|Constant|Employer foreign state/province or Constant\\ \\Enter the word NAME or blank
|2090 |W2-ER-F-POSTAL|Employer foreign postal code|Constant|Enter Employer foreign postal code or Constant
|2100 |W2-ER-COUNTRY|Employer country if applicable|Constant|Enter Employer country\\ \\Enter blank, system derived
|2105 |W2-ER-F-COUNTRY|Employer foreign country|Constant|Enter the word NAME, ISO or blank
|2110 |W2-ER-TAX-JURIS|Tax Jurisdiction Code|Constant |Enter appropriate code or null
|2120 |W2-KIND-OF-EMPLOYER|Kind of Employer|Constant |Enter appropriate code or null\\F-Federal Government; S_State/Local Government;T-Tax Exempt Employer; Y-State/Local Tax Exempt Employer; N-None of the above
|2130 |W2-ER-CTAC-NAME|Contact Name|Constant |Enter appropriate code or null
|2140 |W2-ER-CTAC-PHONE|Contact Phone|Constant |Enter appropriate code or null
|2150 |W2-ER-CTAC-EXT|Contact Extension Code|Constant |Enter appropriate code or null
|2160 |Tax Jurisdiction Code|Contact Fax|Constant |Enter appropriate code or null
|2170 |W2-ER-CTAC-EMAIL|Contact eMail|Constant |Enter appropriate code or null
|2500 |W2-EE-SSN|Employee Social Security Number|Data Base Column|EID.GOVERNMENT_CODE
|2510 |W2-EE-FIRST-NAME|Employee First Name|Data Base Column|EID.FIRST_NAME
|2520 |W2-EE-MIDDLE|Employee Middle Name|Data Base Column|EID.MIDDLE_NAME
|2530 |W2-EE-LAST-NAME|Employee Last Name|Data Base Column|EID.LAST_NAME
|2540 |W2-EE-SUFFIX|Employee Suffix Name|Data Base Column|EID.RANK with derivation expression\\ \\Decode(~,’01’,’JR’,’02’,’SR’,NULL)
|2600 |W2-EE-LOCN-ADDR|Employee Location Address|Constant|Employee’s location address\\ \\such as Attention, Suite, Room # etc\\ \\EPS.ADDRESS_LINE_2\\EPS.MAIL_ADDRESS_LINE_2\\\ \\Enter the word MAIL or blank\\To use Primary address, leave this blank.\\To use Mailing address, enter the word MAIL.\\System will derive the complete primary or mailing address and store in the Address Identifiers.
|2610 |W2-EE-DELIV-ADDR|Employee Delivery Address|Constant|Employee’s delivery address\\ \\such as Street or Post Office Box\\ \\EPS.ADDRESS_LINE_2 or EPS.MAIL_ADDRESS_LINE_2\\ \\Enter blank, system derived
|2620 |W2-EE-CITY|Employee City|Constant|Employee’s city\\ \\EPS.LOCALITY or EPS.MAIL_LOCALITY\\ \\Enter blank, system derived
|2630 |W2-EE-STATE|Employee State Abbrev|Constant|Employee’s State abbreviation\\ \\DSP.STATE_PROVINCE_CODE\\ \\Enter blank, system derived
|2640 |W2-EE-ZIP|Employee ZIP Code|Constant|Employee’s ZIP Code\\ \\EPS.ZIP_POSTAL or EPS.MAIL_ZIP_POSTAL\\ \\Enter blank, system derived
|2650 |W2-EE-ZIP-EXT|Employee ZIP Extension|Constant|Enter employee’s ZIP Code\\ \\EPS.ZIP_POSTAL or EPS.MAIL_ZIP_POSTAL\\ \\Use derivation expression substr(~,6) for ZIP extension
|2660 |W2-EE-F-STATE|Employee foreign State/province|Constant|Employee foreign state/province or Constant\\ \\Enter the word NAME or blank
|2670 |W2-EE-F-POSTAL|Employee foreign postal code|Constant|Employee foreign postal code\\ \\Enter blank, system derived
|2680 |W2-EE-COUNTRY|Employee country if applicable|Constant|Enter Employee country\\ \\Enter blank, system derived
|2685 |W2-EE-F-COUNTRY|Employer foreign country|Constant|Enter the word NAME or the word ISO or blank
|2800 |W2-CONTROL-PRT|Print Control Number on Form|Constant|Null, 0 – Do not print Control Number on W2 Form\\1 - Print Control Number as defined in W2-CONTROL-NUM Identifier\\2 - Print Control Number as defined from RPYEU ‘Sort Level By’ prompt\\3 - Print W2-CONTROL-NUM Identifier and Person Code\\4 - Print ‘Sort Level By’ prompt and Person Code\\5 - Print ‘Sort Level By’ prompt and W2-CONTROL-NUM Identifier\\6 - Print ‘Sort Level By’ prompt and W2-CONTROL-NUM Identifier and Person Code
|2810 |W2-CONTROL-NUM|Control Number on Form|Data Base Column|Enter your company data
|2880|W2-BY-E-FORM|W2 By Electronic Form|Constant|Leave this blank. The system will determine if the employee is receiving electronic version of W2 form
|2900 |W2-EXCLUDE-EE|Exclude Employee|Data Base Column|Enter your company data
|3000 |W2-FIT-WAGE|Wages, Tips, Other Compensation|Element|W2-BOX-01
|3010 |W2-FIT-TAX|Federal Income Tax Withheld|Element|W2-BOX-02
|3020 |W2-SSN-WAGE|Social Security Wages|Element|W2-BOX-03\\ \\Derivation expression LEAST(~,113700.00) may be used for year 2013 max\\ \\System verify Box 3 + Box 7 does not exceed annual max, otherwise issue message
|3030 |W2-SSN-TAX|Social Security Tax Withheld|Element|W2-BOX-04\\ \\Derivation expression LEAST(~,7049.40)may be used for year 2013 max
|3040 |W2-MEDI-WAGE|Medicare Wages and Tips|Element|W2-BOX-05
|3050 |W2-MEDI-TAX|Medicare Tax Withheld|Element|W2-BOX-06
|3060 |W2-SSN-TIP|Social Security Tips|Element|W2-BOX-07
|3061 |W2-MAPFML|Employee contribution for Paid Family and Medical Leave|Element|Enter your company data
|3070 |W2-ALLOC-TIP|Allocated Tips|Element|W2-BOX-08
|3080 |W2-EIC|Advanced EIC Credit|Element|W2-BOX-09
|3090 |W2-DEP-CARE|Dependent Care Benefit|Element|W2-BOX-10
|3100 |W2-NQUAL|Non Qualified Plans|Element|W2-BOX-11
|3102 |W2-NQUAL-457|Non Qualified Plans Sect 457|Element|W2-BOX-11-457
|3104 |W2-NQUAL-N457|Non Qualified Plans Not Sect 457|Element|W2-BOX-11-N457
|4000 |W2-CODE-A|Uncollect SSA/RRTA tax on tips|Pay Component|Enter your company data
|4010 |W2-CODE-B|Uncollect Medicare tax on tips|Pay Component|Enter your company data
|4020 |W2-CODE-C|Group Term Life Ins > 50000|Pay Component|Enter your company data
|4030 |W2-CODE-D|Deferred 401(k) cash|Pay Component|Enter your company data
|4040 |W2-CODE-E|Deferred 401(b) Salary reduction|Pay Component|Enter your company data
|4050 |W2-CODE-F|Deferred 408(k)(6) Salary reduct|Pay Component|Enter your company data
|4060 |W2-CODE-G|Deferred 457(b) compensation|Pay Component|Enter your company data
|4070 |W2-CODE-H|Deferred 501(c)18(D) tax exempt|Pay Component|Enter your company data
|4080 |W2-CODE-J|Non taxable sick pay|Pay Component|Enter your company data
|4090 |W2-CODE-K|20% excise parachute payment|Pay Component|Enter your company data
|4100 |W2-CODE-L|Employee business expense reimburse|Pay Component|Enter your company data
|4110 |W2-CODE-M|Uncollect SSA/RRTA group ins|Pay Component|Enter your company data
|4120 |W2-CODE-N|Uncollect medicare group ins|Pay Component|Enter your company data
|4130 |W2-CODE-P|Moving expense|Pay Component|Enter your company data
|4140 |W2-CODE-Q|Nontaxable combat pay|Pay Component|Enter your company data (obsoleted since Tax Year 2012)
|4150 |W2-CODE-R|Employer Contributions to MSA|Pay Component|Enter your company data
|4160 |W2-CODE-S|Salary reduction to 408(p)|Pay Component|Enter your company data
|4170 |W2-CODE-T|Adoption benefits|Pay Component|Enter your company data
|4180 |W2-CODE-V|Income of nonstat stock opt|Pay Component|Enter your company data
|4190 |W2-CODE-W|ER Contributions Health Saving Account|Pay Component|Enter your company data
|4200 |W2-CODE-Y|Deferrals 409A Nonqual plan|Pay Component|Enter your company data
|4210 |W2-CODE-Z|Income 409A Nonqual plan|Pay Component|Enter your company data
|4220 |W2-CODE-AA|Roth Contributions 401(k)|Pay Component|Enter your company data
|4230 |W2-CODE-BB|Roth Contributions 403(b)|Pay Component|Enter your company data
|4240 |W2-CODE-CC|HIRE Act Wages|Pay Component|Enter your company data
|4250 |W2-CODE-DD|ER sponsored Health Coverage|Pay Component|Enter your company data
|4260 |W2-CODE-EE|Designated Roth Contributions 457(b)|Pay Component|Enter your company data
|4270 |W2-CODE-FF|Permitted benefits under a qualified small employer health reimbursement arrangement|Pay Component|Enter your company data
|4280 |W2-CODE-GG|Income from qualified equity grants|Pay Component|Enter your company data
|4290 |W2-CODE-HH|Aggregate deferrals|Pay Component|Enter your company data
At line 412 added one line
\\
At line 409 changed 4 lines
||Field Identifier||Description||Suggested Field Source||Suggested Variable
|W2-OTHER-01|Your company description|Pay Component|Enter your company data
|W2-OTHER-nn|Your company description|Pay Component|Enter your company data
|W2-OTHER-20|Your company description|Pay Component|Enter your company data
||Seq #||Field Identifier||Description||Suggested Field Source||Suggested Variable
|5010 |W2-OTHER-01|Your company description|Pay Component|Enter your company data
|50nn|W2-OTHER-nn|Your company description|Pay Component|Enter your company data
|5190 |W2-OTHER-20|Your company description|Pay Component|Enter your company data
At line 414 changed one line
Please enter Box 14 Description in the Prompt field in format of 14-xxxxxxx.
|5100|W2-FLI-AMOUNT|Family Insurance Amount|Pay Component|Enter your company data
At line 416 changed 5 lines
The values from W2-USER-01 to W2-USER-20 are used by CLIENTS only, the values are not printed on the W2 form or file. These identifiers are used to obtain amounts to show on the RPYEU Summary report. Example: 125 plan, 401 plan, benefit amounts, or employer portion of certain employee contribution etc.
||Field Identifier||Description||Suggested Field Source||Suggested Variable
|W2-USER-01|Your company description|Pay Component|Enter your company data
|W2-USER-nn|Your company description|Pay Component|Enter your company data
|W2-USER-20|Your company description|Pay Component|Enter your company data
Please enter Box 14 Description in the Prompt field in format of 14-xxxxxxx.\\
At line 423 added 6 lines
The values from W2-USER-01 to W2-USER-20 are used by CLIENTS only, the values are not printed on the W2 form or file. These identifiers are used to obtain amounts to show on the RPYEU Summary report. Example: 125 plan, 401 plan, benefit amounts, or employer portion of certain employee contribution etc.
||Seq #||Field Identifier||Description||Suggested Field Source||Suggested Variable
|5500 |W2-USER-01|Your company description|Pay Component|Enter your company data
|55nn |W2-USER-nn|Your company description|Pay Component|Enter your company data
|5690 |W2-USER-20|Your company description|Pay Component|Enter your company data
\\
At line 423 changed 51 lines
||Field Identifier||Description||Suggested Field Source||Suggested Variable
|W2-HL-01|High Line defined description|Pay Component|Enter your company data
|W2-HL-nn|High Line defined description|Pay Component|Enter your company data
|W2-HL-10|High Line defined description|Pay Component|Enter your company data
|| || || ||
|W2-STAT-EE|Statutory employee|Statistics|Enter your company data
|W2-RETIRE-PLAN|Retirement plan employee|Statistics|Enter your company data
|W2-3PARTY-SICK|Third-party sick pay|Statistics|Enter your company data
|| || || ||
|W2-SCHL-WAGE|School Taxable Wages|Element|W2-SCHL-WAGE
|W2-SCHL-TAX|School Tax|Element |W2-SCHL-TAX
|| || || ||
|W2-STATE-CODE|State Code|Data Base Column|DSP.STATE_PROVINCE_CODE
|W2-STATE-REGIST|State Registration I.D. No|Data Base Column|DGV.GOVT_REGIST_NUMBER
|W2-STATE-WAGE-HOME|State Wages and Tips (Home State)|Element|W2-STATE-WAGE-H
|W2-STATE-WAGE-WORK|State Wages and Tips (Work State)|Element|W2-STATE-WAGE-W
|W2-STATE-TAX-HOME|State Income Tax (Home State)|Element|W2-STATE-TAX-H
|W2-STATE-TAX-WORK|State Income Tax (Work State)|Element|W2-STATE-TAX-W
|| || || ||
|W2-SUI-WAGE-EE|State SUI Wages (Employee)|Element|W2-SUI-WAGE-EE
|W2-SUI-WAGE-ER|State SUI Wages (Employer)|Element|W2-SUI-WAGE-ER
|W2-SUI-TAX-EE|State SUI Tax (Employee contribution)|Element|W2-SUI-TAX-EE
|W2-SUI-TAX-ER|State SUI Tax (Employer contribution)|Element|W2-SUI-TAX-ER
|W2-SDI-WAGE-EE|State SDI Wages (Employee)|Element|W2-SDI-WAGE-EE
|W2-SDI-WAGE-ER|State SDI Wages (Employer)|Element|W2-SDI-WAGE-ER
|W2-SDI-TAX-EE|State SDI Tax (Employee contribution)|Element|W2-SDI-TAX-EE
|W2-SDI-TAX-ER|State SDI Tax (Employer contribution)|Element|W2-SDI-TAX-ER
|W2-SUI-HRS-WRK|SUI Hours Worked|Element|W2-SUI-HRS-WORK
|W2-SUI-WK-WRK|SUI Weeks Worked (From User)|Element|W2-SUI-WK-WORK
|W2-SUI-WEEKS-WRK|SUI Weeks Worked (Derived)|Not specified|System Derived, no need to set up
|W2-SUI-TAXABLE-WAGES|SUI Taxable Wages|Not specified|System Derived, no need to set up
|W2-SUI-EXCESS-WAGES|SUI Excess Wages|Not specified|System Derived, no need to set up
|W2-SUI-MTH1-WORK|SUI Worked on 12th day of mth 1|Not specified|System Derived, no need to set up
|W2-SUI-MTH2-WORK|SUI Worked on 12th day of mth 2|Not specified|System Derived, no need to set up
|W2-SUI-MTH3-WORK|SUI Worked on 12th day of mth 3|Not specified|System Derived, no need to set up
|W2-TIP-WAGE-WORK|Work State Tips Wages |Element|Tips Wages for each State
|W2-ST-TIP-WORK|Work State Tips|Pay Component|Tips for each State
|W2-WC-WORK|Workers Compensation Contribution|Element|W2-WC-WORK
|| || || ||
|W2-CNTY-NAME|County Name|Data Base Column|DCN.COUNTY_NAME
|W2-CN-WAGE-HOME|County Wages (Home County)|Element|W2-CNTY-WAGE-H
|W2-CN-WAGE-WORK|County Wages (Work County)|Element|W2-CNTY-WAGE-W
|W2-CN-TAX-HOME|County Tax (Home County)|Element|W2-CNTY-TAX-H
|W2-CN-TAX-WORK|County Tax (Work County)|Element|W2-CNTY-TAX-W
|| || || ||
|W2-CITY-NAME|City Name |Data Base Column|DTX.JURISDICTION_NAME
|W2-CI-WAGE-HOME|City Wages (Home City)|Element|W2-CITY-WAGE-H
|W2-CI-WAGE-WORK|City Wages (Work City)|Element|W2-CITY-WAGE-W
|W2-CI-TAX-HOME|City Tax (Home City)|Element|W2-CITY-TAX-H
|W2-CI-TAX-WORK|City Tax (Work City)|Element|W2-CITY-TAX-W
||Seq #||Field Identifier||Description||Suggested Field Source||Suggested Variable
|5700 |W2-HL-01|High Line defined description|Pay Component|Enter your company data
|57nn |High Line defined description|Pay Component|Enter your company data
|5790 |High Line defined description|Pay Component|Enter your company data
|6000 |W2-STAT-EE|Statutory employee|Statistics|Enter your company data
|6020 |W2-RETIRE-PLAN|Retirement plan employee|Statistics|Enter your company data
|6060 |W2-3PARTY-SICK|Third-party sick pay|Statistics|Enter your company data
|6500 |W2-SCHL-WAGE|School Taxable Wages|Element|W2-SCHL-WAGE
|6510 |W2-SCHL-TAX|School Tax|Element |W2-SCHL-TAX
|7000 |W2-STATE-CODE|State Code|Data Base Column|DSP.STATE_PROVINCE_CODE
|7010 |W2-STATE-REGIST|State Registration I.D. No|Data Base Column|DGV.GOVT_REGIST_NUMBER
|7015 |W2-ST-REG-OTHER|Statre Other Registration Number|Constant|Enter your company data
|7020 |W2-ST-WAGE-HOME|State Wages and Tips (Home State)|Element|W2-STATE-WAGE-H
|7030 |W2-ST-WAGE-WORK|State Wages and Tips (Work State)|Element|W2-STATE-WAGE-W
|7040 |W2-ST-TAX-HOME|State Income Tax (Home State)|Element|W2-STATE-TAX-H
|7050 |W2-ST-TAX-WORK|State Income Tax (Work State)|Element|W2-STATE-TAX-W
|7200 |W2-SUI-WAGE-EE|State SUI Wages (Employee)|Element|W2-SUI-WAGE-EE
|7210 |W2-SUI-WAGE-ER|State SUI Wages (Employer)|Element|W2-SUI-WAGE-ER
|7220 |W2-SUI-TAX-EE|State SUI Tax (Employee contribution)|Element|W2-SUI-TAX-EE
|7230 |W2-SUI-TAX-ER|State SUI Tax (Employer contribution)|Element|W2-SUI-TAX-ER
|7240 |W2-SDI-WAGE-EE|State SDI Wages (Employee)|Element|W2-SDI-WAGE-EE
|7250 |W2-SDI-WAGE-ER|State SDI Wages (Employer)|Element|W2-SDI-WAGE-ER
|7260 |W2-SDI-TAX-EE|State SDI Tax (Employee contribution)|Element|W2-SDI-TAX-EE
|7270 |W2-SDI-TAX-ER|State SDI Tax (Employer contribution)|Element|W2-SDI-TAX-ER
|7280 |W2-SUI-HRS-WRK|SUI Hours Worked|Element|W2-SUI-HRS-WORK
|7285 |W2-SUI-WK-WRK|SUI Weeks Worked (From User)|Element|W2-SUI-WK-WORK
|7290 |W2-SUI-WEEKS-WRK|SUI Weeks Worked (Derived)|Not specified|System Derived, no need to set up
|7300 |W2-SUI-TAXABLE-WAGES|SUI Taxable Wages|Not specified|System Derived, no need to set up
|7310 |W2-SUI-EXCESS-WAGES|SUI Excess Wages|Not specified|System Derived, no need to set up
|7320 |W2-SUI-MTH1-WORK|SUI Worked on 12th day of mth 1|Not specified|System Derived, no need to set up
|7330 |W2-SUI-MTH2-WORK|SUI Worked on 12th day of mth 2|Not specified|System Derived, no need to set up
|7340 |W2-SUI-MTH3-WORK|SUI Worked on 12th day of mth 3|Not specified|System Derived, no need to set up
|7500 |W2-TIP-WAGE-WORK|Work State Tips Wages |Element|Tips Wages for each State
|7510 |W2-ST-TIP-WORK|Work State Tips|Pay Component|Tips for each State
|7600 |W2-WC-WORK|Workers Compensation Contribution|Element|W2-WC-WORK
|8000 |W2-CNTY-NAME|County Name|Data Base Column|DCN.COUNTY_NAME
|8010 |W2-CN-WAGE-HOME|County Wages (Home County)|Element|W2-CNTY-WAGE-H
|8020 |W2-CN-WAGE-WORK|County Wages (Work County)|Element|W2-CNTY-WAGE-W
|8030 |W2-CN-TAX-HOME|County Tax (Home County)|Element|W2-CNTY-TAX-H
|8040 |W2-CN-TAX-WORK|County Tax (Work County)|Element|W2-CNTY-TAX-W
|8500 |W2-CITY-NAME|City Name |Data Base Column|DTX.JURISDICTION_NAME
|8510 |W2-CI-WAGE-HOME|City Wages (Home City)|Element|W2-CITY-WAGE-H
|8520 |W2-CI-WAGE-WORK|City Wages (Work City)|Element|W2-CITY-WAGE-W
|8530 |W2-CI-TAX-HOME|City Tax (Home City)|Element|W2-CITY-TAX-H
|8540 |W2-CI-TAX-WORK|City Tax (Work City)|Element|W2-CITY-TAX-W
\\
At line 475 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 479 changed one line
*In order to use the Employer Primary Address, Identifiers 2020 – 2070 do not need to be set up. Leave these Identifiers blank and the system will use the Primary Address as the default
*In order to use the Employer Primary Address, Identifiers 2020 – 2070 do not need to be set up. Leave these Identifiers blank and the system will use the Primary Address as the default
At line 482 changed one line
||Seq||Field Identifier||Description||Field Variable
||Seq #||Field Identifier||Description||Field Variable
At line 492 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 494 changed one line
\\
At line 496 changed one line
||Seq||Field Identifier||Description||Field Variable
||Seq #||Field Identifier||Description||Field Variable
At line 499 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.
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||Seq||Field Identifier||Description||Field Variable
||Seq #||Field Identifier||Description||Field Variable
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*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 518 changed 2 lines
||Seq||Field Identifier||Description||Field Variable
|2660|W2-EE-F-STATE|Employee foreign State Abbrev|Blank or enter the word NAME\\ \If ‘NAME’ is entered, the State name is used, otherwise the State code is used\\ \\This foreign State description is printed on W2 and reported on EFW2 file
||Seq #||Field Identifier||Description||Field Variable
|2660|W2-EE-F-STATE|Employee foreign State Abbrev|Blank or enter the word NAME\\ \\If ‘NAME’ is entered, the State name is used, otherwise the State code is used\\ \\This foreign State description is printed on W2 and reported on EFW2 file
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|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