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], users must define the User Defined Fields for [P2K_CM_GOVT_REGISTRATIONS]. \\
On [IMUF], define user fields for [P2K_CM_GOVT_REGISTRATIONS]
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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 fields are used on the [IDGV Variables|IDGV#VariablesTab] tab. ([RPYEU] will generate these UDF's if any of the UDF do not exist.)
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|W2 STATE MEDIA FILING|Used by all States
|W2 TAX TYPE CODE|Used by all States
|W2 TAXING ENTITY|Used by all States
|W2 WAGE PLAN CODE|Used by the State of California
|W2 BRANCH CODE|Used by the State of California
|W2 ER NAME|Used by Federal reporting, this overrides the [IDEN] Entity Name
|W2 LOCN CODE|Used by Federal reporting, this overrides the [IDEN] Location Code
|W2 STATE MEDIA FILING|Used by all states
|W2 TAX TYPE CODE|Used by all states
|W2 TAXING ENTITY|Used by all states
|W2 WAGE PLAN CODE|Used by the state of California
|W2 BRANCH CODE|Used by the state of California
|W2 ER NAME|Used by Federal reporting, this overrides 'Entity Name' on [IDEN]
|W2 LOCN CODE|Used by Federal reporting, this overrides 'Location Code' on [IDEN]
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For Quarterly reporting, these UDF's are used when ‘HL$US-QTR-2018’ Form Code is being used:
For Quarterly reporting, these UDF's are used when ‘HL$US-QTR-2012’ Form Code is being used:
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![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], define the user fields for [P2K_CM_DEPARTMENT_DETAILS].
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The following UDFs are defined on [IDDP]. The RPYEU process will generate these UDF's if they do not exist.
* SUI ER NUMBER
* W2 DESTINATION
The following user fields are used on [IDDP]. ([RPYEU] will generate these UDF's if they do not exist.)
||UDF||Usage
|SUI ER NUMBER|
|W2 DESTINATION|
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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.
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On IMUF, users must define the UDFs for [P2K_HR_IDENTITIES]. \\
On [IMUF], define the user fields for [P2K_HR_IDENTITIES].
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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.
The following user fields are used on [IEID] for Minnesota. (They be may set up on [IMUF] manually or [RPYEU] will generate these UDF's if they do not exist.)
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|MMREF PROBATIONARY|Used by the state of Minnesota
|MMREF OFFICER CODE|Used by the state of Minnesota
|MMREF PROBATIONARY|Used by the state of Missouri
|MMREF OFFICER CODE|Used by the state of Missouri
At line 38 changed one line
On IMUF, users must define the UDF for [P2K_CM_COUNTRIES]. The RPYEU process will generate these UDFs if they do not already exist.
On [IMUF], define the user fields for [P2K_CM_COUNTRIES]. ([RPYEU] will generate these UDF's if it does not exist.)
||UDF||Usage
|ISO COUNTRY CODE|
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* ISO COUNTRY CODE
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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 within in USA, the EFW2 file need to report the 2 character International Organization for Standardization (ISO) country code.
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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.
['Country Code'|COUNTRY_CODE] on [IDCO] is a user-specified country code; usually the three character United Nations code for a specific country, but can be the two character ISO code.
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Example:
||Country||3 character United Nation Code||2 character ISO Country Code
For Example:
||Country||United Nation Code||ISO Country Code
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\\
Users need to enter the ISO country code in the 'ISO Alpha' field on the IDCO form. \\ If the ISO country code is not entered, then the IDCO country code is used as the ISO country code.
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Please read the Employer/Employee Primary Addresses sections below for more information.
The ISO country code needs to be entered on the [IDCO] User Defined field. If it is not entered, then the [IDCO] country code is used as the ISO country code.
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![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. \\
Example: For the Planning & Zoning Department, the MN number is ‘7977999-004’ on the IDDP form. Users should enter the ‘SUI ER Number’ as 7977999-004
*If the ‘SUI ER Number’ is not set up for a department, then the 'SUI ER Number' from IDGV is used.
*NOTE: On IDDP, users must click on the Detail section of the form, then click the UDF button to get to the UDF screen.
*For all other states, users can enter the ‘W2 Destination’ for distributing the W2 forms by department.
Please read the [Employer|Taxation W2 Process#IDFDVEmployerPrimaryAddressAndMailingAddress|W2 Process] and [Employee|Taxation W2 Process#IDFDVEmployeePrimaryAddressAndMailingAddress|W2 Process] Address sections below.
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![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.
!IDDP – Department Screen
*The State of Minnesota requires a quarterly file report by MN State Unemployment Insurance Account Number and MN Employer Unit Number. These two numbers are defined at the department level, therefore, the UDF ‘SUI ER Number’ must be set up for each department. (e.g. For Department ‘Planning & Zoning’, the MN number is ‘7977999-004’, UDF ‘SUI ER Number’ = 7977999-004 should be entered on [IDDP])
*If the ‘SUI ER Number’ is not set up for a department, then the SUI ER Number from [IDGV] is used.
*On [IDDP], the detail section of the screen must be clicked, and then the UDF button must be clicked in order to get to the UDF screen.
*For all other states, ‘W2 Destination’ may be entered for distributing the W2 forms by department.
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![IDGR] – Define Group for Govt Registration
%%warning Important: The Federal/State/Local Registration numbers __MUST NOT__ be changed for a Group for different effective date records.
The [UPCLOZ] program will not create new YTD records if the Group changes the effective date. Consequently, if the Group must change Registration numbers, users should either:
* Create a new Group, OR
* Change all of the effective records to the same Registration numbers.%%
!IEID – Employee Identity Screen User Field
[IEID] is used to enter the ‘W2 Destination’, ‘MMREF Officer Code’ for the employee
*‘W2 Destination’ may be entered for distributing the W2 forms for this employee
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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.\\ \\
!IDGR – Define Group for Govt Registration
%%warning Important: Federal/State/Local Registration MUST not be changed for a Group for different effective date records. The [UPCLOZ] program will not cut new YTD records if the Group changes the effective date. Therefore, if the Group requires a change of Registration numbers, either a new Group should be created or all effective records should be changed to the same Registration numbers.%%
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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 Federal level, the Federal Registration number is retrieved according to the ‘Fed Regist Set’ and ‘Fed Regist Type’ from [IDGV] and then displayed on [IDGR].
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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. \\
For each group at the State/Prov/Local level, a ‘State/Prov Set’ and ‘State/Prov Type’ can be pointed to. Since each group can be paid in many different states, the State/Prov Registration number cannot be displayed on [IDGR]. For each employee belongs to this group, the State Registration Number is retrieved from [IDGV] by ‘State/Prov Set’ and ‘State/Prov Type’ and the Pay Header State/Prov of this employee.
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Each group must define one of the following ‘W2 Employment Types’ for W2 reporting purposes:
At the local level, the Local Registration Number is retrieved from [IDGV] by ‘Local Regist Set’ and ‘Local Regist Type’ and the GEO Local of this employee
Each group must define one of the following ‘W2 Employment Type’ for W2 reporting purpose:
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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.
%%information Note:For the ‘Q - MQGE' type employment, it is not required to group all employees under one group. The MQGE employees can belong to a group with ‘R’ type employment, [IPRLU] can specify the proper MEDICARE and FICA method to classify MQGE employees (see below for detail)%%
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%%information Note: For ‘Q - MQGE' employment, users are not required to group all employees under one group. The MQGE employees can belong to a group with ‘R’ type employment, and [IPRLU] can specify the proper MEDICARE and FICA method to classify them as MQGE employees. If this field is blank, Regular is used. (see below for detail)%%
!IDSP – Define States
*An entry must exist for a state on [IDSP] in order for the state to be reported.
*An entry must exist on [IDGV] for a state with a ‘State Registration’ in order for the state to be reported.
*If a state is missing on [IDGV], [RPYEU] will create a default entry with Regist Number 0 and issue a warning
*There must be a change to the correct State Registration Number for that state in order to file to the state government.
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![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
*Users must update this field with the correct State Registration Number in order for the State to be reported.
!IDCN – Define Counties
*If there is county tax applicable for a State, an entry must exist for the County Code on [IDCN] in order for the county tax to be reported.
*The County Code is the first two segments of the GEO code. (e.g. In Indiana, GEO code ‘15-097-0670’ is for the city of ‘Indianapolis’, the County Code ‘15-097-0000’ is for County of ‘Marion’, therefore, set up County Code ‘15-097-0000’ ‘Marion’ on (IDCN).
*The GEO and County codes are provided by Vertex for US taxation, please refer to the VERTEX GEO CODES LIST booklet and enter the required county codes on [IDCN].
*An entry must exist on [IDGV] with ‘Local Registration’ for a County in order for the County tax to be reported.
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![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).
*The GEO and County codes are provided by Symmetry for US taxation.
*Users must define the Local Registration for a City on IDGV in order for the City tax to be reported.
!IDTX – Define Tax Jurisdictions
*An entry must exist at the ‘City level’ for a tax jurisdiction in order for the city tax to be reported.
*An entry must exist on [IDGV] with ‘Local Registration’ for a city in order for the city tax to be reported.
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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.
!IDSD – Define School Districts
*An entry must exist for a School District in order for the School District tax to be reported.
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!IDGV – One or Multiple Government Registrations
For each Entity on [IDGV], the Government Registration Set that is used to collect Federal, State and Local Registrations must first be defined. Under the Registration Set, ‘Federal Registration’ must be set up for Country ‘USA with valid ‘Employer Identification Number’. Then State, Local Registrations may be set up for each State or Local under the same Registration Set.
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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.
__User with one Federal Registration__
*If the user has one Federal registration, define one government set of Registrations (e.g. "Main Registration Set").
*Then within this set of Government Registrations, set up Federal/State/Local Registrations on [IDGV] for this set. (For example, on [IDGV], the user should set up Federal Registration with Registration Type = ‘US Fed Regist 1’.
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![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. \\ \\
%%information Note:If Registration Type ‘US Fed Regist 1’ is used, then the FICA registration should be defined using Registration Type = ‘US FICA Regist 1’, for MEDICARE registration, the Registration Type should = ‘US MEDI Regist 1’ etc. The last digit of the Registration Type must be matched.%%
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__Organizations with one Federal Registration__
*If your organization has one Federal registration, users must define one Government Registration Set.
*Then within this Government Registration Set, users should set up the Federal, State and Local Registrations on [IDGV]. \\
Example, on [IDGV], users should set up Federal Registration with Registration Type defined as ‘US Fed Regist 1’.
\\
Note: If Registration Type ‘US Fed Regist 1’ is used, then:
* The FICA registration should be defined using the Registration Type ‘US FICA Regist 1’
* The MEDICARE registration should be defined using the Registration Type ‘US MEDI Regist 1’ etc. The last digit of the Registration Type must match each type of Registration.
\\
__Organizations with Multiple Federal Registrations__
If your organization has multiple Federal Registrations, users have two options:
#One Registration Set can be set up, then set up the Registration Types of ‘Fed Regist 1’, ‘Fed Regist 2’ up to ‘Fed Regist 9’. This allows up to nine Federal Registrations.
#Multiple Registration Sets can be set up, then set up Registration Type ‘Fed Regist 1’, ‘Fed Regist 2’ up to ‘Fed Regist 9’ for each Registration Set. This allows for an unlimited number of Federal Registrations.
__User with Multiple Federal Registrations__
For a user with multiple Federal Registrations, there are two options:
#One "Main Registration Set" can be used, then Registration Type ‘Fed Regist 1’, ‘Fed Regist 2’ up to ‘Fed Regist 9’ can be set up. This allows up to nine Federal Registrations.
#Multiple "Registration Sets" can be used, then set up Registration Type ‘Fed Regist 1’, ‘Fed Regist 2’ up to ‘Fed Regist 9’. This allows for an unlimited number of Federal Registrations.
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* Govt Registration Sets can be used to group similar Registrations together.
“Govt Registration Set” may be used to group similar Registrations together.
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Example:
For Example:
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|REGIST 2|Users can define another set for all level of registrations
|FED REGIST|Users can define Federal level registrations for this set
|STATE REGIST|Users can define State level registrations for this set
|LOCAL REGIST|Users can define Local level registrations for this set
|FULLTIME REGIST|Users can define Registrations for Full time employees
|PARTTIME REGIST|Users can define Registrations for Part time employees
|SEASONAL REG|Users can define Registrations for Seasonal employees
|STATE OHIO|Users can define Registrations for Ohio for this set only
|REGIST 2|User may define another set for all level of registrations
|FED REGIST|User may define Federal level registrations for this set
|STATE REGIST|User may define State level registrations for this set
|LOCAL REGIST|User may define Local level registrations for this set
|FULLTIME REGIST|User may define Registrations for Full time employees
|PARTTIME REGIST|User may define Registrations for Part time employees
|SEASONAL REG|User may define Registrations for Seasonal employees
|STATE OHIO|User may define Registrations for Ohio for this set only
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%%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.%%
__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.
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On IDGV, users must match the last digit of the Registration Type for the same Federal, State and Local level of registrations.
On [IDGV] set up, the last digit of Registration Type must match for the same Federal, State and Local level of registrations.
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If the Registration Type is defined as ‘US Fed Regist 1’ then:
*FICA Registration Type must be ‘US FICA Regist 1’
*MEDI Registration Type must be ‘US MEDI Regist 1’ \\ \\
If the Registration Type is defined as 'US State Regist 1’, then:
*SUI Registration Type must be ‘US SUI Regist 1’
*SDI Registration Type must be ‘US SDI Regist 1’
If Registration Type = ‘US Fed Regist 1’ is used, then
*FICA Registration Type must = ‘US FICA Regist 1’
*MEDI Registration Type must = ‘US MEDI Regist 1’
If Registration Type = ‘US State Regist 1’ is used, then
*SUI Registration Type must = ‘US SUI Regist 1’
*SDI Registration Type must = ‘US SDI Regist 1’
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If the Registration Type is defined as ‘US Fed Regist 2’, then:
*FICA Registration Type must be ‘US FICA Regist 2’
*MEDI Registration Type must be ‘US MEDI Regist 2’ \\ \\
If Registration Type = ‘US Fed Regist 2’ is used, then
*FICA Registration Type must = ‘US FICA Regist 2’
*MEDI Registration Type must = ‘US MEDI Regist 2’
If Registration Type = ‘US State Regist 2’ is used, then
*SUI Registration Type must = ‘US SUI Regist 2’
*SDI Registration Type must = ‘US SDI Regist 2’
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If Registration Type is defined as ‘US State Regist 2’, then:
*SUI Registration Type must be ‘US SUI Regist 2’
*SDI Registration Type must be ‘US SDI Regist 2’
On the [IDGR Registration|IDGR#RegistrationTab] tab, when the user specifies to use State/Prov Type = ‘US State Regist 1’, this implies all State level registrations with the last digit matching ‘Regist 1’ should be used, thus ‘US SUI Regist 1’ will be used.
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\\ \\
This 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.
\\
This option allows the users who have multiple government registrations for one entity to report a different Employer Name or Address by each Federal Registration Number (EIN).
|W2 ER NAME|Enter the Employer Name to be reported, this overrides the [IDEN] Entity Name
|W2 LOCN CODE|Enter the Location code to be reported, this overrides the [IDEN] Location code\\ \\Note: The exact Location code must be entered in this field, otherwise it will not be used.
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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 exist for each entity with each Govt Regist Set for Registration Type ‘US Fed Regist 1’, etc.
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__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. \\
*When the ‘State Registration’ is defined, the ‘Variables’ tab must also be set up. See the State Media Filing section below.
*[RPYEU] automatically defines the User Defined fields on the [IDGV Variables|IDGR#VariablesTab] tab for [P2K_CM_GOVT_REGISTRATIONS].\\ \\
__State Level__
*An entry must exist for each state for an entity with ‘State Registration’ by Govt Regist Set and Registration Type
*When the ‘State Registration’ are being defined, , the ‘Variables’ tab must also be set up.
*[RPYEU] automatically defines the User Defined fields for the [IDGV Variables|IDGR#VariablesTab] tab on [IMUF] for [P2K_CM_GOVT_REGISTRATIONS].
*On the [IDGV Variables|IDGR#VariablesTab] tab, the variable ‘W2 State Media Filing’ must be set up to indicate if this state is required to produce a W2 File for the state.
*The ‘W2 State Media Filing’ values are:
**00 – Not required to file magnetic media to the state
**01 – Include State Code RS record in the Federal file, the federal file can be sent to the state
**02 – State requires its own file, do not include other state information in the State file
*If the State file layout is conforming to the standard federal SSA code RS format and the state accepts a copy of the federal file that includes the code RW records, ‘W2 State Media Filing’ variable = ‘01’ should be set up
*When [RPYEU] is run, the State Information Code RS record will automatically be generated in the federal file, only a copy of the federal file needs to be sent to the State
*If the state does not accept other state’s information in their State file, ‘W2 State Media Filing’ variable = ‘02’ should be set up.
*When [RPYEU] is run, it should be set to run by one State only and the Media Format = ‘State File Format’ should be selected.
*Then if the state has its own specific State file layout, [RPYEU] will generate the State file in the specific file layout, otherwise the generic Federal Code RS format layout is used.
*If the state requires its own State file layout, please check for a list of states that are supported by [RPYEU].
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__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. \\ \\
__Local Level__
*An entry must exist for each County for an Entity with ‘Local Registration’ in order for the County tax to be reported.
*An entry must exist for each City for an Entity with ‘Local Registration’ in order for the City tax to be reported.
*When the ‘Local Registration’ is defined, the ‘Variables’ tab can optionally be set up in order to indicate if this Local requires to be filed via magnetic media on a W2 file:
**'W2 STATE MEDIA FILING'
**'W2 TAX TYPE CODE'
**'W2 TAXING ENTITY'
*The ‘W2 State Media Filing’ values are:
**00 – Not Required to file magnetic media
**01 – Include Local Information in Code RS record for Federal File format
**02 – Include Local Information in Code RS record for the State File format
**03 – Local requires its own File, do not include other Local information in the File
*If the Local information is to be reported along with the Federal File Code RS information, set up ‘W2 State Media Filing’ variable = ‘01’ for this local.
*When [RPYEU] is run, the State Information Code RS record will be generated along with the Local information
*If the Local information is to be reported along with the State File Code RS information, then set up the ‘W2 State Media Filing’ variable = ‘02’ for this local.
*When [RPYEU] is run for a state, the State Information Code RS record will be generated along with the Local information.
*If the Local requires its own format, set up ‘W2 State Media Filing’ variable = ‘03’
*When [RPYEU] is run and ‘Local File format’ has been selected to be generated, then the specific City or County also needs to be selected, then the Local file format will be generated.
**Note, this feature requires specific program logic for each Local, please check if the local is supported by [RPYEU]
*If ‘W2 State Media Filing’ is set up for a Local, then the [IDGV Variables|IDGR#VariablesTab] tab must also be set up for:
**‘W2 TAX TYPE CODE’ - to contain one of the following values:
***C – City Income Tax
***D – County Income Tax
***E – School District Income Tax
**‘W2 TAXING ENTITY’ - to define the five character Taxing Entity Code for each local:
***e.g. Ohio Cleveland would be ‘200’, refer to Cleveland filing requirement
***e.g. Indiana would contain the two digit County Code supplied by Indiana
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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. \\ \\
__School Level__
*An entry must exist for each school district for an Entity with ‘School Registration’ for the school tax to be reported.
*When the ‘School Registration’ is defined, the [IDGV Variables|IDGR#VariablesTab] tab must be set up for:
**'W2 STATE MEDIA FILING'
**'W2 TAX TYPE CODE'
**'W2 TAXING ENTITY'
*The ‘W2 State Media Filing’ values are:
**00 – Not Required to file magnetic media
**01 – Include School Information in Code RS record for Federal File format
**02 – Include School Information in Code RS record for the State for State File format
**03 – Include School Information in Code RS record for the Local File format
*If the School information is to be reported along with the Federal File Code RS information, set up the ‘W2 State Media Filing’ variable = ‘01’ for this Local.
*When [RPYEU] is run, the State Information Code RS record will be generated along with the School information.
*If the School information is to be reported along with the State File Code RS information, set up the ‘W2 State Media Filing’ variable = ‘02’ for this Local.
*When [RPYEU] is run, the State Information Code RS record will be generated along with the School information.
*If the School requires its own format, set up ‘W2 State Media Filing’ variable = ‘03’
**Note, this feature requires specific program logic for each school, please check if the local is supported by [RPYEU].
*If ‘W2 State Media Filing’ is set up for a School, then IDGV Variables Tab must also be set up:
**‘W2 TAX TYPE CODE’ to contain the following value: E – School District Income Tax
**‘W2 TAXING ENTITY’ to define the five character School District code
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__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.
*W2 STATE MEDIA FILING
*W2 TAX TYPE CODE
*W2 TAXING ENTITY
The ‘W2 State Media Filing’ values are:
||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. \\ \\
If 'W2 State Media Filing' is defined for a Local, then the [IDGV Variables|IDGR#VariablesTab] tab must also be set up for: \\
W2 TAX TYPE CODE - to contain one of the following values:
*C – City Income Tax
*D – County Income Tax
*E – School District Income Tax \\
W2 TAXING ENTITY - to define the Taxing Entity Code for each local:
Example:
* Ohio Cleveland would be ‘200’. Refer to Cleveland filing requirement
* Indiana would be defined with County Code provided by Indiana \\ \\
__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:
*W2 STATE MEDIA FILING
*W2 TAX TYPE CODE
*W2 TAXING ENTITY \\ \\
__State Media for School District Filing__\\
The ‘W2 State Media Filing’ values are:
||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. \\ \\
When ‘W2 State Media Filing’ is defined for a School, the IDGV Variables Tab must also be set up with:
*W2 TAX TYPE CODE with E – School District Income Tax
*W2 TAXING ENTITY with the five character School District code\\ \\
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When running RPYEU with 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
When running [RPYEU] with Calendar Type = ‘Q’ for a quarter, each state must set up with ‘US SUI Regist’. The last digit of ‘US SUI Regist’ Registration type must match the last digit of ‘US State Regist’ Registration type, i.e. ‘US State Regist 1’ should also define ‘US SUI Regist 1’, ‘US State Regist 2’ should also define ‘US SUI Regist 2’, etc,
\\
According to each state’s quarterly filing format, some state may require to submit Taxes Due, Previous Underpayment etc. For each quarter, define the [IDGV Variables|IDGR#VariablesTab] tab for these quarterly amount for the proper ‘US SUI Regist’ prior to running [RPYEU].
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If Registration Type is defined as ‘US State Regist 2’, then:
* SUI Registration Type must be US SUI REGIST 2 \\ \\
Please note each QTR field’s decimal point and enter in the above format.
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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.
At line 257 changed one line
*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.
*Define Form Code ‘HL$US-W2-2013’ for EFW2 format (Year 2012-2013 reporting)
*After loading [IDFD] form codes from starter scripts, set up each Form Code Field Variables on [IDFDV]
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When users are installing the US Year End software, a seed data script is executed to load in the current year IDFD Form Code and Seed Data.
*When installing the US Year End software, a seed data script is executed to load in the [IDFD] Form Code:
‘HL$US-W2-2013’: SEED_IDFD_HL$US_W2_2013.sql
*This script may be run multiple times and performs the following:
**If Form Code ‘HL$US-W2-2013’ does not exist, the script loads all new identifiers for Form Code ‘HL$US-W2-2013’.
**If Form Code ‘HL$US-W2-2013’ already exists, the script will update Form Code ‘HL$US-W2-2013’ existing identifiers from [IDFD] and leaving the client’s [IDFDV] set up untouched for existing identifiers.
**If Form Code Identifier does not exist, the script will insert new identifier, then set up the content on [IDFDV] for the new identifier.
At line 262 removed 5 lines
This script can be run multiple times and performs the following:
*If the current year Form Code does not exist, the script loads all of the new identifiers
*If the current year Form Code already exists, the script will update the existing Form Code Identifiers from IDFD and leaves your organization's IDFDV set up untouched for existing Identifiers.
*If the current year Form Code Identifiers does not exist, the script will insert new identifier. Users should then set up the content on IDFDV for the new identifier.
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The current year IDFD Form Code provides the ‘Store Option’ starting from Seq# 2000 in order for RPYEU to store the Employer Name / Addresses, the Employee Name / Addresses and the Amounts of the Seq# in the Government Remittance Tables.
\\
%%warning Important: Users must run RPYEU with the new IDFD Form Code or users can run a copy of this Form Code that has the ‘Store Option’ set up to store the Addresses and the Amounts in the Government Remittance Tables.
Any prior year’s Form Codes do not supply this option and therefore will not turn on the store feature for RPYEU.%%
Since 2010-tax year reporting, [IDFD] Form Code ‘HL$US-W2-2013’ has supplied the ‘Store Option’ starting from Seq# 2000 in order for [RPYEU] to store the Employer Name / Addresses, Employee Name / Addresses and the Amounts of the Seq# in the Government Remittance Tables.
At line 253 added 3 lines
%%warning Important: [RPYEU] must be run with the new [IDFD] Form Code ‘HL$US-W2-2013’ or a copy of this Form Code that has the ‘Store Option’ set up to store the Addresses and the Amounts in the Government Remittance Tables.
Any prior year’s Form Codes do not supply this option and therefore will not turn on the store feature for [RPYEU].%%
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After the current year script is loaded, users can copy the [IDFDV] Variable definition from the last year to current year using the COPY button on [IDFDV] as follows:
# On IDFDV, select last year’s Form Code
# Press the COPY FORM DEFINITION button
# The Copying dialog box is displayed. Enter the current year New Form Code
# Set the 'Copy Definition with Variables' toggle to ON. This will copy the variables set up from the previous year to the current year for the same Field Identifier name.
*After the script is loaded for ‘HL$US-W2-2013’, the [IDFDV] Variable definition may be copied from last year to current year. Go to [IDFDV] and use the COPY button to copy from last year’s definition as follows:
**On [IDFDV], select last year’s Form Code: ‘HL$US-W2-2012’
**Then press the COPY button on the screen
**The Copying dialog box is displayed, within the box, enter the current year New Form Code: ‘HL$US-W2-2013’
**Press the 'Copy Definition with Variables' button, this will copy the variables set up from ‘HL$US-W2-2012’ to ‘HL$US-W2-2013’ for the same Field Identifier name
At line 264 added 4 lines
;IDFD FORM:
HL$US-W2-2013 - system supplied
;IDFD FORM TYPE:
US W2 EFW2 Definition - indicates the W2 definition for EFW2 filing format
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__NOTE: Fields marked with an asterisk (*) are mandatory.__\\ \\
IDFD FORM: HL$US-W2-20YY - system supplied \\
IDFD FORM TYPE: US W2 EFW2 - defines the W2 definition for EFW2 filing format \\
;Form Code ‘HL$US-W2-2013’ Identifiers:
||Field Identifier||Description||Suggested Field Source||Suggested Variable
|SUB-ER-EIN|Submitter’s Employer EIN|Constant|9 characters EIN
|SUB-USER-ID|Submitter User Identification|Constant|8 characters User ID assigned to the employee who is attesting to the accuracy of the file
|SUB-RESUB-IND|Resubmitt Indicator|Constant|Enter 1 if file is resubmitted, otherwise 0
|SUB-RESUB-WFID|Resubmitt SSA WFID from notice|Constant|If resubmitt, 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 receive EFW2
|SUB-COMP-LOCN|Company Location Address|Constant|Enter company’s location address\\ \\i.e. Attention, Suite, Room # etc
|SUB-COMP-DELIV|Company Delivery Address|Constant|Enter company’s delivery address\\ \\i.e. 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 extn
|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\\ \\i.e. Attention, Suite, Room # etc
|SUB-SUBM-DELIV|Submitter Delivery Address|Constant|Enter submitter delivery address\\ \\i.e. Street or Post Office Box
|SUB-SUBM-CITY|Submitter City|Constant|Enter submitter city
|SUB-SUBM-STATE|Submitter State Abbrev|Constant|Enter submitter State Abbreviation
|SUB-SUBM-ZIP|Submitter ZIP Code|Constant|Enter submitter ZIP code
|SUB-SUBM-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 (mandatory field since Tax Year 2012)
|SUB-CONT-FAX|Contact FAX phone # for SSA|Constant|Enter your company data
|SUB-CONT-METH|Preferred Contact method|Constant|Enter BLANKS (must be 'blank' for Tax Year 2012 or later)
|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|If applicable, enter appropriate code
|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\\ \\i.e. 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\\ \\i.e. 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 or the word ISO or blank
|W2-ER-TAX-JURIS|Tax Jurisdiction Code|Constant |Enter appropriate code or null
|W2-KIND-OF-EMPLOYER|Kind of Employer|Constant|
|| || || ||
|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\\ \\i.e. 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\\ \\i.e. 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, 1, 2, 3, 4, 5, 6\\ \\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(~,94200.00) may be used for year 2006 max\\ \\System verify Box 3 + Box 7 does not exceed annual max, otherwise issue msg
|W2-SSN-TAX|Social Security Tax Withheld|Element|W2-BOX-04\\ \\Derivation expression LEAST(~,5840.40)may be used for year 2006 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
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;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 414 changed 4 lines
||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
||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
At line 419 changed one line
|5100|W2-FLI-AMOUNT|Family Insurance Amount|Pay Component|Enter your company data
Please enter Box 14 Description in the Prompt field in format of 14-xxxxxxx.
At line 421 changed one line
Please enter Box 14 Description in the Prompt field in format of 14-xxxxxxx.\\
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 by users to obtain amounts to show on RPYEU Summary report. e.g. 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
At line 423 changed 53 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
\\
The values from W2-HL-01 to W2-HL-10 are used by High Line only. These identifiers are used to obtain amounts to show on RPYEU Summary report or for other purposes. These are reserved areas for High Line to define additional new variables that are not available or defined when the programming is done. If needed, High Line will give instructions for users to set these up.
||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
\\
The values from W2-HL-01 to W2-HL-10 are used only internally. These identifiers are used internally to obtain amounts to show on RPYEU Summary report or for other purposes. These are internally reserved areas to allow users to define additional new variables that are not available or defined at time when the programming is done. If needed, Support will give instruction for users to set these up.
||Field Identifier||Description||Suggested Field Source||Suggested Variable
|W2-HL-01|Internally defined description|Pay Component|Enter your company data
|W2-HL-nn|Internally defined description|Pay Component|Enter your company data
|W2-HL-10|Internally 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 contrib)|Element|W2-SUI-TAX-EE
|W2-SUI-TAX-ER|State SUI Tax (Employer contrib)|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 contrib)|Element|W2-SDI-TAX-EE
|W2-SDI-TAX-ER|State SDI Tax (Employer contrib)|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
At line 477 changed 2 lines
#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.
#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, the Box 14 may be set up to print ‘CASDI’ and the SDI amount.
At line 481 changed 2 lines
*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 Mailing Address, the following Identifiers need to be defined:
*In order to use the Employer Primary Address, Identifiers 2020 – 2070 does not need to be set up, just leave these Identifiers blank, the system will use the Primary Address as default
*In order to use the Employer Mailing Address, the following needs to:
At line 484 changed one line
||Seq #||Field Identifier||Description||Field Variable
||Seq||Field Identifier||Description||Field Variable
At line 494 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] of [IDEN] location, the [IDLN] primary address will be used.
At line 496 changed one line
\\
At line 498 changed one line
||Seq #||Field Identifier||Description||Field Variable
||Seq||Field Identifier||Description||Field Variable
At line 501 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 504 changed 3 lines
*In order to use the Primary Address, Identifiers 2600 – 2650 do not need to be set up. Leave these Identifiers blank and the system will use the Primary Address as default
*In order to use the Mailing Address, the following Identifiers need to be defined:
||Seq #||Field Identifier||Description||Field Variable
*In order to use the Primary Address, Identifiers 2600 – 2650 does not need to be set up, just leave these Identifiers blank, the system will use the Primary Address as default
*In order to use the Mailing Address, the following needs to set up:
||Seq||Field Identifier||Description||Field Variable
At line 516 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 520 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
At line 523 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