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Page References

Incoming links Outgoing links
W 2_PROCESS_W 2_FORM_PRINT...nobody
W2_PROCESS_W2_FORM_PRINT

Version management

Difference between version and

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!RPW2 – W2 Form Print Selection Criteria
The W2 Print Programs completes and prints the W2 forms and generates the W2 Media File, based on the defined parameter selections.
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The W2 Print Programs completes and prints the W2 forms, as well as the W2 Media File, based on the parameter selections.
W2s are printed with boxes on blank forms. For self-mailing, the MW1288 form will be supported. For envelope-distributed forms, we will support the LW28700BLANKW format. Both formats are 4 on a page, one above the other.
At line 5 changed one line
For Oracle version RPW2, RPW2 must be run and the report sent to PDF file instead of to the Previewer.
!!RPW2W4C Report - Windward Version Only
*Reads the XML file generated by RPYEU to print the W2 forms
*Produces W2 forms, __4-on-a-page formats ONLY__\\ \\
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For the Oracle RPW2 version, before running any reports, users must define the Destination Format as PDF on the 'Run Options' tab. Users should run all Oracle Government Form Print programs with this setting.
__RPW2W4C Report Parameters__
||Report Parameter||Description
|W2 Form No.|This field defines which W2 form will be printed. Options are: \\* MW1279: 4 on 1 page, 4 corner, legal size, self-mailer \\* LW24UPB: 4 on 1 page, 4 corner, letter size \\* MW283: 4 on 1 page, 4 corner, letter size, self-mailer
|Reissued/Corrected|Defines if the W2 is being reissued for an employee. Enter the word ‘REISSUED’ or ‘CORRECTED’ in this field and RPW2W4C will print the W2 Form with the exact wording from this field.
|Person Code|Users can enter one or more person codes to report on
|Status Type|To define and report on specific Status Types. Options are:\\* Active \\* Cobra \\* Inactive \\* Leave \\* Pending \\* Retired \\* Survivor \\* Terminated \\* Unpaid Leave
|W2 Employment Type|This field defines which Employment Types are to be printed, such as Regular or Agriculture. Optional
|RPYEU XML Directory|Directory name where XML file was created and saved by RPYEU
|RPYEU XML File Name|Name of the XML file that was created by RPYEU
|Exception Level|Defines the level of detail on the exception report. Users should always run with 'Exception Only' unless for required for tracing.
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All W2 Form Print Programs are aligned with the government forms in the PDF format. Users can adjust the parameters for the Top Margin and the Between Form Space when generating the PDF file. Once the PDF file is generated, users will not need to adjust the Page Set up when printing.
The PDF file is generated in the working directory of your P2K path. Write down the Execution ID of the W2 Print Program report and run RMEX to obtain a grand total report.\\
!!RPW2 Report - Oracle Version Only
!!RPW2W4TB Report - Windward Version Only
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*Produces W2 forms on 2-on-a-page, 4 corners or 4-on-a-page, top to bottom, formats.\\ \\
*Produces W2 forms, __4-on-a-page, top-to-bottom, self-mailer, blank front, text on back, legal size format ONLY__. Form # MW1288 \\ \\
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For 2017-2018 reporting, RPW2 has the following capabilities in the Oracle version report (not the Windward version):
* From this link http://www.irs.gov/pub/irs-pdf/fw2.pdf there are different copies of the W2 form that can be distributed to the employees and sent to the government:
**Copy A, 1, B, C, 2, D.
* RPW2 provides options to print different copies of the W2 forms and the Employee Instructions on the back.
* Users can either print the W2 forms on the pre-printed W2 forms or to print Copy A, 1, B, C, 2, D of the W2 forms with the option to print the Employee Instructions on the back.
* W2 Form Copy A, 1, B, C, 2, D and Instructions are taken directly from the government link above, however, it is the user’s responsibility to ensure these Employee Copies are acceptable by the government as a substitute of the pre-printed forms prior to distributing to the employees.
\\
__RPW2 Report Parameters - Oracle Report ONLY__
__RPW2W4TB Report Parameters__
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|EE/ER Copy|Defines if the Employee Copy or Employer Copy of W2 are to be printed\\ \\Options are from the [X_W2_COPY] lexicon.\\ \\01 – Employer Copy\\On one page, print multiple Employees W2 info. For 2 on 1 Page, print two employees on one page\\For 4 on 1 Page, print four employees on one page. \\ \\02 – Employee Copy - on one page, print one Employee W2 info\\For 2 on 1 Page, print one employee twice\\For 4 on 1 Page, print one employee four times
|Show Form|Defines which W2 Form Copy image is to be shown on the background\\__This option is for ‘2 On 1 Page’ only__. There is no form image for 4 On 1 Page from the government\\ Options are from the [X_W2_FORM_COPY] lexicon:\\ \\00 – Not Specified - do not show W2 Form image. This option is used to print W2 Forms on the pre-printed W2 Forms. \\01 – Copy A, SSA copy. This Copy A option is for viewing purposes only. Copy A should not be sent to SSA with this option. Copy A should be printed on the pre-printed Copy A forms that are machine-readable\\ 02 – Copy 1, State, Local copy\\ 03 – Copy B, EE Federal copy\\ 04 – Copy C, EE Record copy\\ 05 – Copy 2, EE State, Local copy\\ 06 – Copy D, ER copy. \\20 – Copy B + C (1 Pg) - Show Copy B and Copy C on one page\\21 – Copy C + 2 (1 Pg) - Show Copy C and Copy 2 on one page\\ 22 – Copy B + C + 2 (2 Pg) - Show Copy B and Copy C on one page followed by Copy 2 on the next page
|Employment Type|This field defines which Employment Types are to be printed, such as Regular or Agriculture. Optional
|State|Select one State to print, only one state can be entered. Optional.\\ * This field should not be defined when the EMPLOYEE copy is being printed. \\* The employee MUST have all of the States printed on their W2 forms.\\ * When the EMPLOYER copy is being printed, there is an option to print by State, for the W2 paper copy to be filed to the State. \\* If the W2 filing is in a Magnetic Media format, the W2 forms should not be printed by State.
|Reissued/Corrected|Defines if the W2 is being reissued for an employee. Enter the word ‘REISSUED’ or ‘CORRECTED’ in this field and RPW2 will print the W2 Form with the exact wording from this field. Optional
|W2 Form No.|This field defines which W2 form will be printed. Options are: \\* MW1288: 4 on 1 page, Top-to-Bottom, legal size, self-mailer
|Reissued/Corrected|Defines if the W2 is being reissued for an employee. Enter the word ‘REISSUED’ or ‘CORRECTED’ in this field and RPW2W4C will print the W2 Form with the exact wording from this field.
|Person Code|Users can enter one or more person codes to report on
|Status Type|To define and report on specific Status Types. Options are:\\* Active \\* Cobra \\* Inactive \\* Leave \\* Pending \\* Retired \\* Survivor \\* Terminated \\* Unpaid Leave
|W2 Employment Type|This field defines which Employment Types are to be printed, such as Regular or Agriculture. Optional
|RPYEU XML Directory|Directory name where XML file was created and saved by RPYEU
|RPYEU XML File Name|Name of the XML file that was created by RPYEU
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|Test Form Set Up|Defines if RPW2 should print the actual W2s, or to print a sample of the W2 form to find out the correct page set up for the printer. \\*All users should test their printer set up to find out the correct Page Set Up for ‘Top Margin Adjustment’ and ‘Between Form Space’ adjustment prior to printing the actual W2 Forms.\\*Since each printer’s page set margins vary, each time the W2 forms are printed on a different printer, the Printer set up test should be run. Optional
|User Comment|Users can enter a comment that will print on the top line of the report.
|Directory Name|Mandatory\\Defines the directory name where the XML file will be stored.\\Should be the same directory name from the [RPYEU] run
|XML File Name|__Mandatory for Oracle version RPW2__\\Defines the name of the .xml file that is generated from RPYEU
|Print W2 Forms|Defines which W2 Format will be printed:\\Options from [X_W2_PRINT] lexicon\\ \\01 – 2 On 1 Page. The 2 On 1 page W2 format is used\\ \\02 – 4 Corner Form. The 4 Corners Form W2 format is used\\ \\03 – 4 Corner, Addr. Back. The 4 Corners Form W2 format is used with the Address printed on the back of form\\Users must set their printer to Duplex mode when printing.\\ \\04 – 4 On 1 Page (Top-bottom). The 4 On 1 Page, W2 Top to Bottom, format is used\\
|EE instructions on back|When the ‘Show Form (2 on 1 pg)’ parameter is selected to print on the employee’s copy, such as Copy B, C or 2), users can also print the associated employee instructions can also be printed on the back of these W2 Forms.\\ \\Note: For each employee copy (Copy B, C or 2), the EE Instructions are different.\\ \\In order to print a complete set of all Employee’s W2 Copies and Instructions, select:\\22 – Copy B + C + 2 (2 Pg) - Show Copy B and Copy C on one Page, followed by Copy 2 and Copy 2 on the next page
|Adjust Top Margin|Defines the adjustment spacing for the Top Margin when printing the W2 form. Optional. \\ \\Default to NULL or ‘00 – 0 line’ adjustment to begin testing.\\ \\After the PDF file is generated, print one page on blank paper, align the paper with the pre-printed form and check if the alignment fits into the box.\\ \\If an adjustment is needed, re-run RPW2 by entering the Top Margin adjustment.\\ \\Options from [X_TOP_MARGIN_ADJ] lexicon. \\00 – 0 line\\11 – Up 1/5 line\\12 – Up 2/5 line\\13 – Up 3/5 line\\21 – Down 1/5 line\\22 – Down 2/5 line\\23 – Down 3/5 line.
|Between Form Space|Defines the space increments between the 2 forms on the same page. Optional. \\ \\Default to NULL or ‘0 – 0 line space’ to begin testing\\ \\After the PDF file is generated, print one page on blank paper, align the paper with the pre-printed form and check if the alignment fits between 2 forms\\ \\If adjustment is needed, then re-run RPW2 by entering the ‘Between Form Space’\\ \\From [X_BTWN_FORM_SPACE] lexicon\\0 – 0 line space\\1 – 1/5 line space\\2 – 2/5 line space\\3 – 3/5 line space\\4 – 4/5 line space\\5 – 1 line space.
|Show Frame\\(Test Only)|Used when testing the margin set up or to debug a Print Format problem. Users can use this toggle to show the line border of the internal frames. \\ \\
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__RPW2 Report Filters - Oracle Report ONLY__
||Report Parameter||Description
|Person|Users can enter one or more person codes to report on
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%%information NOTE: When running RPW2 for the actual W2 form printing, __do not__ set the ‘Show W2 Form’, ‘Show Frame’ parameters to ON.%% \\
All W2 Form Print Programs are aligned with the government forms in the PDF format. Users can adjust the parameters for the Top Margin and the Between Form Space when generating the PDF file. Once the PDF file is generated, users will not need to adjust the Page Set up when printing.
The PDF file is generated in the working directory of your P2K path. Write down the Execution ID of the W2 Print Program report and run RMEX to obtain a grand total report.\\
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%%information NOTE: For RPW2 Oracle Report: If the combination of ‘Top Margin Adjustment’ and ‘Between Form Space’ pushes the form to go over onto the next page, users should check the alignment with the actual pre-printed form and re-run RPW2 with different ‘Top Margin’ and ‘Between Form Space’ options.%%
!!Printing W2 Forms
!Consent Logic
Printing of the W2 forms can be done either by running the RPW2W4C/RPW2W4TB and/or using the REW2/BEW2 functions in Self Service. \\ \\
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* For 'Top Margin' adjustment, on the top form, the darker red line above the top form is between several green lines, in the center. It can be adjusted up or down from the ‘Adjust Top Margin’ parameter.
* For ‘Between Form Space’, the blue line in the middle is the bottom of the Top form. The space increment can be increased for the Bottom form from the ‘Between Form Space’ parameter.
Logic for the RPW2W4C/RPW2W4TB function has been added to respect the IMST “SS_REW2’ preference. As well, the REW2 will respect the IMST “EE_W2_GVT_RUN preference. Depending on the set up of these two preferences, the RPW2W4C/RPW2W4TB and the REW2/BEW2 will print the W2 information.
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!!RPW2 - Printer Set Up
%%warning Important: When printing from the pdf file, the Page Scaling option must be set to ‘None’ to avoid re-sizing of the form on a page.%%
!Processing Logic
The SS_REW2 preference must be defined prior to running the RPYEU function. \\ \\
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__RPW2 Example:__
|Show Form (2 on 1 Pg)|Copy B + C (1 Pg)
|Show Frame (Test Only)|Yes
The EE_W2_GVT_RUN preference can be updated (to define the GVT RUN#) prior to running the REW2/BEW2 function. This allows the employees to access their forms online using Self Service.
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After running the RPYEU function, the W2 forms need to be generated.
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!RPW2 – Form Print Processing
*The P2K Oracle version RPW2 Form Print program prints all information retrieved from the [RPYEU] xml file according to selection criteria.
*If an employee has multiple States and Local tax jurisdictions to be printed, each W2 form is printed with two States and two Locals information until all State and Local information are printed. The Local information printed may not necessary coincide with the State information where the Local resides.
*The RPW2 program generates Summary Totals by each Employer Identification Number and Employment Type. At the end of the RPW2 run, a grand total is generated for all Employers.
*Users must run RMEX with the RPW2 Mex ID to obtain the Summary and Grand totals to balance to the [RPYEU] Summary report
*The RPW2 Summary and Grand Totals are accumulated for Federal Level Boxes 1 to 11 only, Box 12 and Box 14 are not totaled.
*Users should verify the RPW2 Box 1 to 11 totals balance to RPYEU Box 1 to 11 totals.
*For Box 12 ‘Code Information’ and Box 14 ‘Other Information’, since the printing on W2 Forms are free format, RPW2 will not total these boxes. The RPYEU Summary Report contains the totals for these boxes for user reference.
*RPW2 accumulates the Summary Totals and Grand Totals for all States and Locals, regardless if the tax is from the WORK or HOME tax jurisdiction and regardless of which States and Locals the taxes are in.
*RPW2 does not accumulate the State and Local tax totals by each State and Local. Users should use the RPYEU Summary report to obtain the totals by each State and Local.
*If RPW2 cannot select any information from the .xml file to print, users must run RMEX with the RPW2 Mex ID to review the errors or exception messages to locate the problem. Typically, the problem is because of an invalid Directory or File name
*From this link [http://www.irs.gov/pub/irs-pdf/fw2.pdf] there are different copies of the W2 form that needs to be distributed to the employees and sent to the government: Copy A, 1, B, C, 2, D
*The RPW2 report ‘Show Form (2 on 1 pg)’ option can be set to print different copies of the W2 forms and the Employee Instructions on the back.
*Users can select to print the W2 forms on the pre-printed W2 forms or to show Copy A, 1, B, C, 2, D of the W2 forms
*The W2 Form Copy A, 1, B, C, 2, D and Instructions are taken directly from the government link above, however it is the user’s responsibility to ensure these Employee Copies are accepted by the government as substitute of the pre-printed forms prior to distributing to the employees.
1. If the SS_REW2 preference is set to N:
*If an employee gives consent, W2-BY-E-FORM = Y
**Employee will not be on the RPW2W4C/RPW2W4TB reports
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* If the EE_W2_GVT_RUN preference contains the GVT RUN # (from the RPYEU run)
** Employee will have REW2 available
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!!RPW2W4C Report - Windward Version Only
*Reads the GVT file generated by RPYEU to print the W2 forms
*Produces W2 forms, __4-on-a-page formats ONLY__\\ \\
* If the EE_W2_GVT_RUN preference does NOT contain the GVT RUN # (from the RPYEU run)
**Employee will NOT have REW2 available
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__RPW2W4C Report Parameters - Windward Report ONLY__
||Report Parameter||Description
|W2 Form No.|This field defines which W2 form are to be printed. Options are: \\* MW1279: 4 on 1 page, 4 corner, legal size, self-mailer \\* LW24UPB: 4 on 1 page, 4 corner, letter size \\* MW283: 4 on 1 page, 4 corner, letter size, self-mailer
|Reissued/Corrected|Defines if the W2 is being reissued for an employee. Enter the word ‘REISSUED’ or ‘CORRECTED’ in this field and RPW2W4C will print the W2 Form with the exact wording from this field.
|Person|Users can enter one or more person codes to report on
|Employment Type|This field defines which Employment Types are to be printed, such as Regular or Agriculture. Optional
|RPYEU XML Directory|Directory name where XML file was created and saved by RPYEU
|RPYEU XML File Name|Name of the XML file that was created by RPYEU
|Exception Level|Defines the level of detail on the exception report. Users should always run with 'Exception Only' unless for required for tracing.
|Test Form Set Up|Defines if RPW2W4C should print the actual W2s, or to print a sample of the W2 form to find out the correct page set up for the printer.
|Trial Print Only|Defines if the Print Stage field on the IPGH form will be updated when the W2s are printed. \\When set to Yes, the field will not be updated. When set to No, the Print Stage will be changed to Forms Printed.
|User Comment|Users can enter a comment that will print on the top line of the report. \\
* If an employee does not give consent, W2-BY-E-FORM = N
** Employee will be on the RPW2W4C/RPW2W4TB reports
** REW2 will NOT be available
\\
2. If the SS_REW2 preference is set to Y (default) or is not defined:
*All employees will be on the RPW2W4C/RPW2W4TB reports
* If the EE_W2_GVT_RUN preference contains the GVT RUN # (from the RPYEU run)
** All employees will have REW2 available
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!!RPW2W4TB Report - Windward Version Only
*Reads the XML file generated by RPYEU to print the W2 forms
*Produces W2 forms, __4-on-a-page, top-to-bottom, format ONLY__\\ \\
* If the EE_W2_GVT_RUN preference does NOT contain the GVT RUN # (from the RPYEU run)
** REW2 will NOT be available
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__RPW2W4TB Report Parameters - Windward Report ONLY__
||Report Parameter||Description
|W2 Form No.|This field defines which W2 form are to be printed. Options are: \\* MW1279: 4 on 1 page, 4 corner, legal size, self-mailer \\* LW24UPB: 4 on 1 page, 4 corner, letter size \\* MW283: 4 on 1 page, 4 corner, letter size, self-mailer
|Reissued/Corrected|Defines if the W2 is being reissued for an employee. Enter the word ‘REISSUED’ or ‘CORRECTED’ in this field and RPW2W4C will print the W2 Form with the exact wording from this field.
|Person|Users can enter one or more person codes to report on
|Employment Type|This field defines which Employment Types are to be printed, such as Regular or Agriculture. Optional
|RPYEU XML Directory|Directory name where XML file was created and saved by RPYEU
|RPYEU XML File Name|Name of the XML file that was created by RPYEU
|Exception Level|Defines the level of detail on the exception report. Users should always run with 'Exception Only' unless for required for tracing.
|Test Form Set Up|Defines if RPW2W4TB should print the actual W2s, or to print a sample of the W2 form to find out the correct page set up for the printer.
|Trial Print Only|Defines if the Print Stage field on the IPGH form will be updated when the W2s are printed. \\When set to Yes, the field will not be updated. When set to No, the Print Stage will be changed to Forms Printed.
|User Comment|Users can enter a comment that will print on the top line of the report.
3. The BEW2 forms in Self Service will be available to employees after the RPYEU and RPW2W4C/RPW2W4TB functions have been run.
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\\ \\
__RPW2W4C/RPW2W4TB Report Filters (Windward Reports Only)__
||Report Parameter||Description
|GVT Run (WW only)|Mandatory when running Windward Report only. This field defines the GVT Run number to be used to read, extract the data from and produce the W2 forms.
|Person Code|Optional\\Users can enter one or more Person Codes to report on.
Please refer to the chart below as a quick reference for this logic. \\ \\
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||IMST:SS_REW2||IEPW2(Consent)||IPGR:W2-BY-E-FORM||IMST:EE_W2_GVT_RUN||RPW2W4C/RPW2W4TB||BEW2||REW2
|N|N|N|Y|Yes|Yes|No
|N|Y|Y|Y|No|Yes|Yes
|N|N|N|N|Yes|Yes|No
|N|Y|Y|N|No|Yes|No
|Y|N|N|Y|Yes|Yes|Yes
|Y|Y|Y|Y|Yes|Yes|Yes
|Y|N|N|N|Yes|Yes|No
|Y|Y|Y|N|Yes|Yes|No
This page (revision-20) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop