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This page was created on 26-Nov-2021 10:22 by jmyers

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Version Date Modified Size Author Changes ... Change note
20 26-Nov-2021 10:22 19 KB kparrott to previous
19 26-Nov-2021 10:22 19 KB kparrott to previous | to last
18 26-Nov-2021 10:22 19 KB kparrott to previous | to last
17 26-Nov-2021 10:22 19 KB kparrott to previous | to last
16 26-Nov-2021 10:22 18 KB kparrott to previous | to last
15 26-Nov-2021 10:22 18 KB mmcfarland to previous | to last
14 26-Nov-2021 10:22 18 KB mmcfarland to previous | to last
13 26-Nov-2021 10:22 18 KB mmcfarland to previous | to last
12 26-Nov-2021 10:22 18 KB mmcfarland to previous | to last
11 26-Nov-2021 10:22 18 KB kparrott to previous | to last
10 26-Nov-2021 10:22 18 KB rforbes to previous | to last
9 26-Nov-2021 10:22 18 KB kparrott to previous | to last
8 26-Nov-2021 10:22 18 KB eyeung to previous | to last
7 26-Nov-2021 10:22 18 KB jmyers to previous | to last W2_WAGE_FORM_DESCRIPTIONS ==> W2_PROCESS_W2_WAGE_FORM_DESCRIPTIONS
6 26-Nov-2021 10:22 18 KB jmyers to previous | to last
5 26-Nov-2021 10:22 18 KB jmyers to previous | to last
4 26-Nov-2021 10:22 18 KB jmyers to previous | to last
3 26-Nov-2021 10:22 18 KB jmyers to previous | to last
2 26-Nov-2021 10:22 19 KB jmyers to previous | to last
1 26-Nov-2021 10:22 19 KB jmyers to last

Page References

Incoming links Outgoing links
W 2_PROCESS_W 2_WAGE_FORM_DESCRIPTIONS...nobody
W2_PROCESS_W2_WAGE_FORM_DESCRIPTIONS

Version management

Difference between version and

At line 1 changed 2 lines
The following W-2 WAGE FORM DESCRIPTIONS should be read and the "Instructions for Forms W-2 Wages and Tax Statement" referenced prior to setting up [IDFDV].
!Box A - Employee's Social Security Number
!!W-2 Wage Form Descriptions - (2011 Format – Reporting in 2011)
The following W-2 WAGE FORM DESCRIPTIONS should be read and the "2010 Instructions for Forms W-2 Wages and Tax Statement" referenced prior to setting up [IDFDV].
!Box a - Employee's Social Security Number
At line 4 changed 2 lines
||SEQ #||Field Identifier||Suggested Field Variable
|2500 |W2-EE-SSN|EID.GOVERNMENT_CODE
||Field Identifier||Suggested Field Variable
|W2-EE-SSN|EID.GOVERNMENT_CODE
At line 7 changed one line
!Box B - Employer's Identification Number Assigned by IRS
!Box b - Employer's Identification Number Assigned by IRS
At line 9 changed 2 lines
||SEQ #||Field Identifier||Suggested Field Variable
|2000|W2-ER-EIN|DGV.GOVT_REGIST_NUMBER
||Field Identifier||Suggested Field Variable
|‘W2-ER-EIN|DGV.GOVT_REGIST_NUMBER
At line 12 changed one line
!Box C - Employer's Name, Address and ZIP Code
!Box c - Employer's Name, Address and ZIP Code
At line 14 changed 9 lines
||SEQ #||Field Identifier||Suggested Field Variable
|2010 |W2-ER-NAME|DED.ENTITY_NAME
|2020 |W2-ER-LOCN-ADDR|MAIL
|2030 |W2-ER-DELIV-ADDR|Blank
|2040 |W2-ER-CITY|Blank
|2050 |W2-ER-STATE|Blank
|2060 |W2-ER-ZIP|Blank
|2070 |W2-ER-ZIP-EXT|Blank
The City State ZIP print format will conform with USPS format as follows: “CITYbbSTbbZIPCD-nnnn” where b = one space, ST = State Abbreviated Code, ZIPCD = ZIP code, ‘-nnnn’ = ZIP extension.
||Field Identifier||Suggested Field Variable
|W2-ER-NAME|DED.ENTITY_NAME
|W2-ER-LOCN-ADDR|MAIL
|W2-ER-DELIV-ADDR|Blank
|W2-ER-CITY|Blank
|W2-ER-STATE|Blank
|W2-ER-ZIP|Blank
|W2-ER-ZIP-EXT|Blank
The City State ZIP print format will be conformed with USPS format as follows: “CITYbbSTbbZIPCD-nnnn” where b = one space, ST = State Abbreviated Code, ZIPCD = ZIP code, ‘-nnnn’ = ZIP extension
At line 26 changed 2 lines
||SEQ #||Field Identifier||Suggested Field Variable
|2100 |W2-ER-COUNTRY|If W2-ER-COUNTRY=USA, this field is left Blank, otherwise, W2-ER-COUNTRY will be retrieved from [IDCO] UDF ‘ISO COUNTRY CODE’.
||Field Identifier||Suggested Field Variable
|W2-ER-COUNTRY|If W2-ER-COUNTRY=USA, then this country field is left 'Blank'\\ \\Otherwise, W2-ER-COUNTRY will be retrieved from [IDCO] UDF ‘ISO COUNTRY CODE’ with the two character ISO Country Code
At line 29 changed 4 lines
Please note: W2-ER-F-COUNTRY Field Identifier is defined for printing on W2 Form and EFW2 file. This identifier can be defined as follows:
*If Field Identifier: W2-ER-F-COUNTRY = NAME, the Country Name is printed
*If Field Identifier: W2-ER-F-COUNTRY = ISO, the ISO Country Code is printed from [IDCO] UDF
*If Field Identifier: W2-ER-F-COUNTRY = Blank, the default [IDCO] Country Code is printed
Please note: Field Identifier ‘W2-ER-F-COUNTRY’ is used for printing on W2 Form and EFW2 file. This identifier can be specified as follows:
*If Field Identifier: ‘W2-ER-F-COUNTRY’ = ‘NAME’\\Then the Country Name is printed
*If Field Identifier: ‘W2-ER-F-COUNTRY’ = ‘ISO’\\Then the ISO Country Code is printed from [IDCO] UDF
*If Field Identifier: ‘W2-ER-F-COUNTRY’ = Blank\\Then the default [IDCO] Country Code is printed
At line 34 changed one line
!Box D - Control Number
!Box d - Control Number
At line 36 changed 3 lines
||SEQ #||Field Identifier||Suggested Field Variable
|2800 |W2-CONTROL-PRT|Defines if the Control Number should be printed on the form or not.\\ \\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’ field\\3 - Print W2-CONTROL-NUM Identifier and Person Code\\4 - Print ‘Sort Level By’ field and Person Code\\5 - Print ‘Sort Level By’ field and W2-CONTROL-NUM Identifier\\6 - Print ‘Sort Level By’ field and W2-CONTROL-NUM Identifier and Person Code. \\If the ‘W2-CONTROL-PRT’ value is defined, then the value of ‘W2-CONTROL-NUM’ is printed on W2 Form Control Number field.
|2810 |W2-CONTROL-NUM|Control Number on Form. Can contain a Data Base Column. Enter your company data, such as EID.PERSON_CODE
||Field Identifier||Suggested Field Variable
|W2-CONTROL-PRT|Specifies if the Control Number should be printed on the form or not\\ \\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, may contain a Data Base Column - Enter your company data e.g. ‘EID.PERSON_CODE’
If ‘W2-CONTROL-PRT’ value is specified, then the value of ‘W2-CONTROL-NUM’ is printed on W2 Form Control Number field.
At line 40 changed one line
!Box E - Employee's Name (First, Middle, Last)
!Box e - Employee's Name (First, Middle, Last)
At line 42 changed 5 lines
||SEQ #||Field Identifier||Suggested Field Variable
|2510 |W2-EE-FIRST-NAME|EID.FIRST_NAME
|2520 |W2-EE-MIDDLE|EID.MIDDLE_NAME
|2530 |W2-EE-LAST-NAME|EID.LAST_NAME
|2540 |W2-EE-SUFFIX|EID.RANK’\\derivation expression: Decode(~,'01','JR','02','SR',NULL)
||Field Identifier||Suggested Field Variable
|W2-EE-FIRST-NAME|EID.FIRST_NAME’
|W2-EE-MIDDLE|EID.MIDDLE_NAME’
|W2-EE-LAST-NAME|EID.LAST_NAME’
|W2-EE-SUFFIX|EID.RANK’\\derivation expression: Decode(~,'01','JR','02','SR',NULL)
At line 48 changed one line
!Box F - Employee's Address and ZIP Code
!Box f - Employee's Address and ZIP Code
At line 50 changed 8 lines
||SEQ #||Field Identifier||Suggested Field Variable
|2600 |W2-EE-LOCN-ADDR|Blank or constant MAIL
|2610 |W2-EE-DELIV-ADDR|Blank
|2620 |W2-EE-CITY|Blank
|2630 |W2-EE-STATE|Blank
|2640 |W2-EE-ZIP|Blank
|2650 |W2-EE-ZIP-EXT|Blank
The City State ZIP print format will conform with USPS format as follows: “CITYbbSTbbZIPCD-nnnn” where b = one space, ST = State Abbreviated Code, ZIPCD = ZIP code, ‘-nnnn’ = ZIP extension.
||Field Identifier||Suggested Field Variable
|W2-EE-LOCN-ADDR|Blank or constant ‘MAIL’
|W2-EE-DELIV-ADDR|Blank
|W2-EE-CITY|Blank
|W2-EE-STATE|Blank
|W2-EE-ZIP|Blank
|W2-EE-ZIP-EXT|Blank
The City State ZIP print format will be conformed with USPS format as follows: “CITYbbSTbbZIPCD-nnnn” where b = one space, ST = State Abbreviated Code, ZIPCD = ZIP code, ‘-nnnn’ = ZIP extension
At line 61 changed 2 lines
||SEQ #||Field Identifier||Suggested Field Variable
|2680 |W2-EE-COUNTRY|If W2-EE-COUNTRY = USA, then this field is left Blank, otherwise, W2-EE-COUNTRY will be retrieved from [IDCO] UDF ‘ISO COUNTRY CODE’.
||Field Identifier||Suggested Field Variable
|W2-EE-COUNTRY|If W2-EE-COUNTRY, then this country field is left 'Blank'\\ \\Otherwise, W2-EE-COUNTRY will be retrieved from [IDCO] UDF ‘ISO COUNTRY CODE’ with the two character ISO Country Code
At line 64 changed 4 lines
Please note: W2-EE-COUNTRY Field Identifier is used for printing on W2 Form and EFW2 file. This identifier can be defined as follows:
*If Field Identifier: W2-EE-COUNTRY = NAME, the Country Name is printed
*If Field Identifier: W2-EE-COUNTRY = ISO, the ISO Country Code is printed from [IDCO] UDF
*If Field Identifier: W2-EE-COUNTRY = Blank, the default [IDCO] Country Code is printed
Please note: Field Identifier ‘W2-EE-COUNTRY’ is used for printing on W2 Form and EFW2 file. This identifier can be specified as follows:
*If Field Identifier: ‘W2-EE-COUNTRY’ = ‘NAME’\\Then the Country Name is printed
*If Field Identifier: ‘W2-EE-COUNTRY’ = ‘ISO’\\Then the ISO Country Code is printed from [IDCO] UDF
*If Field Identifier: ‘W2-EE-COUNTRY’ = Blank\\Then the default [IDCO] Country Code is printed
At line 71 changed 2 lines
||SEQ #||Field Identifier||Suggested Field Variable
|3000 |W2-FIT-WAGE|W2-BOX-01
||Field Identifier||Suggested Field Variable
|W2-FIT-WAGE|W2-BOX-01
At line 74 changed 2 lines
*If an element that derives the wages, such as Regular Earnings, O/T earnings etc., is defined, the element should contain all taxable earnings less exemptions such as 401K, 125 plans etc.
*If an element from the Federal Earning Pay Components after the Symmetry calculation is defined, this element should contain the Federal Earnings Pay Component and Federal Supplemental Earnings Pay Component.
*If an element that derives the wages (i.e. Regular Earnings, O/T earnings etc) is specified, the element should contain all taxable earnings less exemptions such as 401K, 125 plans etc.
*If an element that from Federal Earning Pay Components after Vertex calculation is specified, this element should contain Federal Earnings Pay Component and Federal Supplemental Earnings Pay Component
At line 79 changed 2 lines
||SEQ #||Field Identifier||Suggested Field Variable
|3010 |W2-FIT-TAX|W2-BOX-02
||Field Identifier||Suggested Field Variable
|W2-FIT-TAX|W2-BOX-02
At line 84 changed 2 lines
||SEQ #||Field Identifier||Suggested Field Variable
|3020 |W2-SSN-WAGE|W2-BOX-03|
||Field Identifier||Suggested Field Variable
|W2-SSN-WAGE|W2-BOX-03|
At line 87 changed one line
The total of Box 3 and 7 cannot exceed the annual maximum social security wage base defined by the government. [RPYEU] will automatically supply the annual maximum when the government publishs the maximum amount every year. [IDGV] does not need to be set up with the ‘US FICA Registration’ Registration Type or the ‘Govt Rate Type’ defined as ‘US FICA Max Base Amt’. [RPYEU] program checks the maximum and an exception message is issued if the wage base is exceeded.
The total of Box 3 and 7 cannot exceed the annual maximum social security wage base specified by the government. [RPYEU] will automatically supply the annual maximum when the government publishs the maximum amount every year. [IDGV] does not need to be set up with Registration Type ‘US FICA Registration’ and ‘Govt Rate Type’ = ‘US FICA Max Base Amt’. [RPYEU] program checks the maximum and an exception message is issued if the wage base is exceeded.
At line 91 changed 2 lines
||SEQ #||Field Identifier||Suggested Field Variable
|3030 |W2-SSN-TAX|W2-BOX-04
||Field Identifier||Suggested Field Variable
|W2-SSN-TAX|W2-BOX-04
At line 96 changed 2 lines
||SEQ #||Field Identifier||Suggested Field Variable
|3040 |W2-MEDI-WAGE|W2-BOX-05
||Field Identifier||Suggested Field Variable
|W2-MEDI-WAGE|W2-BOX-05
At line 99 changed one line
!Box 6 - Medicare Tax Withheld
!Box 6 - Medicare tax withheld
At line 101 changed 2 lines
||SEQ #||Field Identifier||Suggested Field Variable
|3050 |W2-MEDI-TAX|W2-BOX-06
||Field Identifier||Suggested Field Variable
|W2-MEDI-TAX|W2-BOX-06
At line 104 changed one line
!Box 7 - Social Security Tips
!Box 7 - Social security tips
At line 106 changed 2 lines
||SEQ #||Field Identifier||Suggested Field Variable
|3060 |W2-SSN-TIP|W2-BOX-07
||Field Identifier||Suggested Field Variable
|W2-SSN-TIP|W2-BOX-07
At line 109 changed one line
The total of Box 3 and 7 cannot exceed the annual maximum social security wage base defined by the government. [RPYEU] will automatically supply the annual maximum when the government publishs the maximum amount every year. [IDGV] does not need to be set up with the ‘US FICA Registration’ Registration Type or the ‘Govt Rate Type’ defined as ‘US FICA Max Base Amt’. [RPYEU] program checks the maximum and an exception message is issued if the wage base is exceeded.
The total of Box 3 and 7 cannot exceed the annual maximum social security wage base specified by the government. RPYEU will automatically supply the annual maximum when the government publishes the maximum amount every year. [IDGV] does not need to be set up with Registration Type ‘US FICA Registration’ and ‘Govt Rate Type’ = ‘US FICA Max Base Amt’. [RPYEU] program checks the maximum and an exception message is issued if the wage base is exceeded.
At line 113 changed 2 lines
||SEQ #||Field Identifier||Suggested Field Variable
|3070 |W2-ALLOC-TIP|W2-BOX-08
||Field Identifier||Suggested Field Variable
|W2-ALLOC-TIP|W2-BOX-08
At line 121 changed 2 lines
||SEQ #||Field Identifier||Suggested Field Variable
|3090 |W2-DEP-CARE|W2-BOX-10
||Field Identifier||Suggested Field Variable
|W2-DEP-CARE|W2-BOX-10
At line 126 changed 4 lines
||SEQ #||Field Identifier||Suggested Field Variable
|3100 |W2-NQUAL|W2-BOX-11
*The value for W2-NQUAL should include the amounts for Identifiers W2-NQUAL-457 and W2-NQUAL-N457
*The Magnetic Media file will report the amount from W2-NQUAL-457 and W2-NQUAL-N457 while the W2 form will print amount from W2-NQUAL
||Field Identifier||Suggested Field Variable
|W2-NQUAL|W2-BOX-11
*The value for ‘W2-NQUAL’ should include amounts for identifiers ‘W2-NQUAL-457’ and ‘W2-NQUAL-N457’
*The magnetic media file will report amount from ‘W2-NQUAL-457’ and ‘W2-NQUAL-N457’ while the W2 form will print amount from ‘W2-NQUAL’
At line 133 changed 9 lines
||SEQ #||Field Identifier
|4000 - 4030 |W2-CODE-A |W2-CODE-B |W2-CODE-C |W2-CODE-D
|4040 - 4070 |W2-CODE-E |W2-CODE-F |W2-CODE-G |W2-CODE-H
|4080 - 4110 |W2-CODE-J |W2-CODE-K |W2-CODE-L |W2-CODE-M
|4120 - 4150 |W2-CODE-N |W2-CODE-P |W2-CODE-Q |W2-CODE-R
|4160 - 4190 |W2-CODE-S |W2-CODE-T |W2-CODE-V |W2-CODE-W
|4200 - 4230 |W2-CODE-Y |W2-CODE-Z |W2-CODE-AA |W2-CODE-BB
|4240 - 4270 |W2-CODE-CC |W2-CODE-DD |W2-CODE-EE |W2-CODE-FF
|4280 - 4290 |W2-CODE-GG |W2-CODE-HH
||Field Identifier||Suggested Field Variable
|W2-CODE-A|
|W2-CODE-B|
|W2-CODE-C|
|W2-CODE-D|
|W2-CODE-E|
|W2-CODE-F|
|W2-CODE-G|
|W2-CODE-H|
|W2-CODE-J|
|W2-CODE-K|
|W2-CODE-L|
|W2-CODE-M|
|W2-CODE-N|
|W2-CODE-P|
|W2-CODE-Q|
|W2-CODE-R|
|W2-CODE-S|
|W2-CODE-T|
|W2-CODE-V|
|W2-CODE-W|
|W2-CODE-Y|
|W2-CODE-Z|
|W2-CODE-AA|
|W2-CODE-BB|
|W2-CODE-CC|
|W2-CODE-DD|
|W2-CODE-EE|
At line 143 changed one line
*If more than four lines are required for one employee, subsequent W2 forms are generated
*If more than four lines are required for one employee, a subsequent W2 form is used
At line 145 changed 2 lines
*For an explanation of each code's usage, please refer to the instructions for Form W2 Box 12
*When the value of the [IDFDV] Field Variable is greater than zero, the W2 code and the value of content is printed
*For an explanation of each code's usage, please refer to the instructions for Form W-2 Box 12
*When the value of the [IDFDV] Field Variable is not zero, the W2 code and the value of content is printed
At line 150 changed 2 lines
||SEQ #||Field Identifier||Suggested Field Variable
|4240 - 4270 |W2-CODE-CC\\W2-CODE-DD \\W2-CODE-EE \\W2-CODE-FF\\W2-STAT-EE|If the amount is greater than zero, then this box is checked
||Field Identifier||Suggested Field Variable
|W2-STAT-EE|If the amount is non zero, then this box is checked
At line 154 changed 2 lines
||SEQ #||Field Identifier||Suggested Field Variable
|6020 |W2-RETIRE-PLAN|If the amount is greater than zero, then this box is checked
||Field Identifier||Suggested Field Variable
|W2-RETIRE-PLAN|If the amount is non zero, then this box is checked
At line 158 changed 2 lines
||SEQ #||Field Identifier||Suggested Field Variable
|6060 |W2-3PARTY-SICK|If the amount is greater than zero, then this box is checked
||Field Identifier||Suggested Field Variable
|W2-3PARTY-SICK|If the amount is non zero, then this box is checked
At line 163 changed 4 lines
||SEQ #||Field Identifier||Suggested Field Variable
|5000 - 5190|W2-OTHER-01, W2-OTHER-02, ... up to W2-OTHER-20|
|6500 |W2-SCHL-WAGE for school district taxable wages|
|6510 |W2-SCHL-TAX for school district tax|
||Field Identifier||Suggested Field Variable
|W2-OTHER-01, W2-OTHER-02, ... up to W2-OTHER-20|
|W2-SCHL-WAGE, for school district taxable wages|
|W2-SCHL-TAX, for school district tax|
At line 169 changed 4 lines
*If more than two Box 14 items are required for one employee, subsequent W2 forms are generated.
*Each Box 14 entry is associated with a W2 description which will be printed on Box 14 along with the associated amount. Examples of W2 descriptions are: UNDUE, MV EXP, HLT INS, EDUC, etc.).
*For an explanation of each description usage, please refer to instructions for Form W2 Box 14.
*When the value of the content field is greater than zero, the W2 Description and the value of content is printed.
*If more than two Box 14 items are required for one employee, a subsequent W2 form is used.
*Each Box 14 entry is associated with a W2 description which will be printed on Box 14 along with the associated amount. (Examples of W2 descriptions are: "UNDUE","MV EXP","HLT INS", "EDUC", etc.).
*For an explanation of each description usage, please refer to instructions for Form W-2 Box 14.
*When the value of the content field is not zero, the W2 Description and the value of content is printed.
At line 175 changed 3 lines
** SCHL 02307 WAGE: 1484.00 - SCHL 02307 TAX: 14.84
*The [IDFDV] W2-SCHL-TAX entry should define an element that contains all the school district tax pay components, such as PC 6923 CITY Home School Tax, PC 6903 CITY Work School Tax, PC 6823 CNTY Home School Tax, PC 6803 CNTY Work School Tax
*The [IDFDV] W2-SCHL-WAGE entry should define an element that contains all the school district wages pay components, such as PC 6907 CITY Work School Earns, PC 6827 CNTY Home School Earns, PC 6807 CNTY Work School Earns, PC 6927 CITY Home School Earns
** e.g. SCHL 02307 WAGE: 1484.00\\SCHL 02307 TAX: 14.84
*The [IDFDV] ‘W2-SCHL-TAX’ entry should specify an element that contains all the school district tax pay components
**e.g. PC 6923 CITY Home School Tax, PC 6903 CITY Work School Tax\\PC 6823 CNTY Home School Tax, PC 6803 CNTY Work School Tax
*The [IDFDV] ‘W2-SCHL-WAGE’ entry should specify an element that contains all the school district wages pay components
**e.g. PC 6907 CITY Work School Earns, PC 6827 CNTY Home School Earns\\PC 6807 CNTY Work School Earns, PC 6927 CITY Home School Earns
At line 181 changed 2 lines
|7000 |W2-STATE-CODE|DSP.STATE_PROVINCE_CODE
*The W2 Print Programs will print the proper [STATE_PROVINCE_CODE] according to YTD State information \\ \\
|W2-STATE-CODE|DSP.STATE_PROVINCE_CODE
*RPW2 program will print the proper [STATE_PROVINCE_CODE] according to YTD State information
At line 185 changed 4 lines
||SEQ #||Field Identifier||Suggested Field Variable
|7010 |W2-STATE-REGIST|DGV.GOVT_REGIST_NUMBER
*The W2 Print Programs will print the [GOVT_REGIST_NUMBER] of the proper [STATE_PROVINCE_CODE] according to YTD State information.
*[IDGV] must have the ‘State Registration’ defined in order for the State to be reported.
||Field Identifier||Suggested Field Variable
|W2-STATE-REGIST|DGV.GOVT_REGIST_NUMBER
*RPW2 program will print the [GOVT_REGIST_NUMBER] of the proper [STATE_PROVINCE_CODE] according to YTD State information.
*[IDGV] must have an entry exist with ‘State Registration’ for the wtate to be reported.
At line 191 changed 12 lines
||SEQ #||Field Identifier||Suggested Field Variable
|7020 |W2-ST-WAGE-HOME|W2-BOX-16-H
|7030 |W2-ST-WAGE-WORK|W2-BOX-16-W
*These are the taxable earnings that are applicable for the State income tax withheld.
*If an element that derives the State wages, such as Regular Earnings, O/T earnings etc., is defined, the element should contain all taxable earnings, less exemptions such as 401K, 125 plans etc.
*If an element from State Earning Pay Components after Symmetry calculation is defined, this element should contain the State Earnings Pay Component and the State Supplemental Earnings Pay Component, if these pay components are defined.
*Symmetry State tax calculation differentiates State wages by Work State wage and Residence State wage.
*W2 only requires the reporting of State wages by the State, regardless if they are from Work or Residence state.
*The system will retrieve the correct Work State wages according to the YTD WORK GEO code and the correct Residence State wages according to the YTD RES GEO code and reports these as State wages only.
**The [IDFDV] W2-ST-WAGE-WORK Field Identifier is defined to set up the WORK State wage information. This should include all State wages pay components that are applicable to the Work State Tax calculation, such as PC 6301 Work State Earnings and PC 6302 Work State Supplemental Earnings.
**[IDFDV] W2-ST-WAGE-HOME Field Identifier is used to set up the Residence State wage information. This should include all State Wages pay components that are applicable to Residence State Tax calculation, such as PC 6401 Home State Earnings and PC 6402 Home State Supplemental Earnings.
*If the State tax has never been withheld according to Residence State, then the [IDFDV] W2-ST-WAGE-HOME Identifier does not need to be set up. The W2-ST-WAGE-HOME Identifier is optional and will be used only when an employee has Residence State tax applicable to the State.
||Field Identifier||Suggested Field Variable
|W2-ST-WAGE-HOME|W2-BOX-16-H
|W2-ST-WAGE-WORK|W2-BOX-16-W
*This is the taxable earnings that are applicable for state income tax withheld .
*If an element that derives the State wages (i.e. Regular Earnings, O/T earnings etc) is specified, the element should contain all taxable earnings less exemptions such as 401K, 125 plans etc.
*If an element from State Earning Pay Components after Vertex calculation is specified, this element should contain the State Earnings Pay Component and State Supplemental Earnings Pay Component (if these pay components are defined).
*Vertex State tax calculation differentiates state wages by work state wage and residence state wage.
*W2 only requires the reporting of state wages by the State regardless if it is from work or residence state.
*The system will retrieve the proper work state wages according to the YTD WORK GEO code and the proper residence state wages according to the YTD RES GEO code and report these as state wages only.
**[IDFDV] Field Identifier ‘W2-ST-WAGE-WORK’ is used to set up the WORK State wage information
**This should include all State Wages pay components that are applicable to Work State Tax calculation. (e.g. PC 6301 Work State Earnings, PC 6302 Work State Supplemental Earnings).
**[IDFDV] Field Identifier ‘W2-ST-WAGE-HOME’ is used to set up the Residence State wage information
**This should include all State Wages pay components that are applicable to Residence State Tax calculation. (e.g. PC 6401 Home State Earnings, PC 6402 Home State Supplemental Earnings).
*If the State tax has never been withheld according to Residence State, then the [IDFDV] ‘W2-ST-WAGE-HOME’ entry does not need to be set up. Thus this ‘W2-ST-WAGE-HOME’ entry is optional and will be used only when an employee has Residence State tax applicable to the state.
At line 205 changed 10 lines
||SEQ #||Field Identifier||Suggested Field Variable
|7040 |W2-ST-TAX-HOME|W2-BOX-17-H
|7050 |W2-ST-TAX-WORK|W2-BOX-17-W
*If an element from State Tax Pay Components is defined after the Symmetry calculation, this element should contain the State Tax Pay Component, State Supplemental Tax Pay Component and State Additional Tax Pay Component, if these pay components are defined.
*Symmetry State tax calculation differentiates State taxes withheld by the Work State tax and the Residence State tax.
*W2 only requires to report State tax by State, regardless if it is from Work or Residence State.
*The system will retrieve the proper work state tax according to the YTD WORK GEO code and the correct Residence State tax according to the YTD RES GEO code and report these as State tax only.
**[IDFDV] W2-ST-TAX-WORK Field Identifier is used to set up the WORK State tax information. This should include all State tax pay components that are applicable to Work State Tax calculation, such as PC 6311 Work State Tax, PC 6312 Work State Supplemental Tax and 6313 Work State Additional Tax.
**[IDFDV] W2-ST-TAX-HOME Field Identifier is used to set up the Residence State tax information. This should include all State Tax pay components that are applicable to Residence State Tax calculation, such as PC 6411 Home State Tax, PC 6412 Home State Supplemental Tax and 6413 Home State Additional Tax
*If the State tax has never been withheld according to the Residence State, then the [IDFDV] W2-ST-TAX-HOME Identifier does not need to be set up. The W2-ST-TAX-HOME Identifier is optional and will be used only when an employee has Residence State tax applicable to the state.
||Field Identifier||Suggested Field Variable
|W2-ST-TAX-HOME|W2-BOX-17-H
|W2-ST-TAX-WORK|W2-BOX-17-W
*If an element from State Tax Pay Components is specified after Vertex calculation, this element should contain the State Tax Pay Component, State Supplemental Tax Pay Component and State Additional Tax Pay Component (if these pay components are defined).
*Vertex State tax calculation differentiates state taxes withheld by work state tax and residence state tax.
*W2 only requires to report state tax by State regardless if it is from work or residence state.
*The system will retrieve the proper work state tax according to the YTD WORK GEO code and the proper residence state tax according to the YTD RES GEO code and report these as state tax only.
**[IDFDV] Field Identifier ‘W2-ST-TAX-WORK’ is used to set up the WORK State tax information. This should include all State tax pay components that are applicable to Work State Tax calculation (e.g. PC 6311 Work State Tax, PC 6312 Work State Supplemental Tax, 6313 Work State Additional Tax.)
**[IDFDV] Field Identifier ‘W2-ST-TAX-HOME’ is used to set up the Residence State tax information. This should include all State Tax pay components that are applicable to Residence State Tax calculation. (e.g. PC 6411 Home State Tax, PC 6412 Home State Supplemental Tax, 6413 Home State Additional Tax)
*If the State tax has never been withheld according to Residence State, then the [IDFDV] ‘W2-ST-TAX-HOME’ entry does not need to be set up. Thus this ‘W2-ST-TAX-HOME’ entry is optional and will be used only when an employee has Residence State tax applicable to the state.
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||SEQ #||Field Identifier||Suggested Field Variable
|8010 |W2-CN-WAGE-HOME|W2-BOX-18-CN-H
|8020 |W2-CN-WAGE-WORK|W2-BOX-18-CN-W
|8510 |W2-CI-WAGE-HOME|W2-BOX-18-CI-H
|8520 |W2-CI-WAGE-WORK|W2-BOX-18-CI-W
*These are the taxable earnings applicable for County or City tax withheld.
*If an element is defined that derives the County or City wages, such as Regular Earnings, O/T earnings, etc., the element should contain all taxable earnings, less exemptions, such as 401K, 125 plans etc.
*Symmetry County or City tax calculation differentiates wages by the Work Local wage and the Residence Local wage.
*W2 only requires to report Local wages by Local name, regardless if it is from the Work or Residence local.
*The system will retrieve the correct Work Local wages according to the YTD WORK GEO code and the correct Residence Local wages according to the YTD RES GEO code and report these as Local wages only.
**[IDFDV] W2-CI-WAGE-WORK Field Identifier is used to set up the WORK City wage information. This should include all City Wages pay components that are applicable to Work City Tax calculation, such as PC 6905 Work City Earnings and PC 6906 Work City Supplemental Earnings.
**[IDFDV] W2-CN-WAGE-WORK Field Identifier is used to set up the WORK County wage information. This should include all County Wages pay components that are applicable to Work County Tax calculation, such as PC 6805 Work County Earnings and PC 6806 Work County Supplemental Earnings.
**[IDFDV] W2-CI-WAGE-HOME Field Identifier is used to set up the Residence City wage information. This should include all City Wages pay components that are applicable to Residence City Tax calculation, such as PC 6925 Residence City Earnings and PC 6926 Residence City Supplemental Earnings.
**[IDFDV] W2-CN-WAGE-HOME Field Identifier is used to set up the Residence County wage information. This should include all County Wages pay components that are applicable to Residence County Tax calculation, such as PC 6825 Residence County Earnings and PC 6826 Residence County Supplemental Earnings.
||Field Identifier||Suggested Field Variable
|W2-CN-WAGE-HOME|W2-BOX-18-CN-H|
|W2-CN-WAGE-WORK|W2-BOX-18-CN-W|
|W2-CI-WAGE-HOME|W2-BOX-18-CI-H|
|W2-CI-WAGE-WORK|W2-BOX-18-CI-W|
*This is the taxable earnings applicable for County or City tax withheld.
*If an element is specified that derives the County or City wages (i.e. Regular Earnings, O/T earnings etc), the element should contain all taxable earnings less exemptions such as 401K, 125 plans etc.
*Vertex County or City tax calculation differentiates wages by work local wage and residence local wage.
*W2 only requires to report local wages by Local name regardless if it is from work or residence local.
*The system will retrieve the proper work local wages according to the YTD WORK GEO code and the proper residence local wages according to the YTD RES GEO code and report these as local wages only.
**[IDFDV] Field Identifier ‘W2-CI-WAGE-WORK’ is used to set up the WORK City wage information. This should include all City Wages pay components that are applicable to Work City Tax calculation. (e.g. PC 6905 Work City Earnings, PC 6906 Work City Supplemental Earnings.)
**[IDFDV] Field Identifier ‘W2-CN-WAGE-WORK’ is used to set up the WORK County wage information. This should include all County Wages pay components that are applicable to Work County Tax calculation. (e.g. PC 6805 Work County Earnings, PC 6806 Work County Supplemental Earnings.)
**[IDFDV] Field Identifier ‘W2-CI-WAGE-HOME’ is used to set up the Residence City wage information. This should include all City Wages pay components that are applicable to Residence City Tax calculation. (e.g. PC 6925 Residence City Earnings, PC 6926 Residence City Supplemental Earnings.)
**[IDFDV] Field Identifier ‘W2-CN-WAGE-HOME’ is used to set up the Residence County wage information. This should include all County Wages pay components that are applicable to Residence County Tax calculation. (e.g. PC 6825 Residence County Earnings, PC 6826 Residence County Supplemental Earnings.)
At line 233 changed 12 lines
||SEQ #||Field Identifier||Suggested Field Variable
|8030 |W2-CN-TAX-HOME|W2-BOX-19-CN-H
|8040 |W2-CN-TAX-WORK|W2-BOX-19-CN-W
|8530 |W2-CI-TAX-HOME|W2-BOX-19-CI-H
|8540 |W2-CI-TAX-WORK|W2-BOX-19-CI-W
*Symmetry County or City tax calculation differentiates City/County tax by the Work Local tax and the Residence Local tax.
*W2 only requires to report Local income tax by Local name, regardless if it is from the Work or the Residence Local.
*The system will retrieve the correct Work Local tax according to the YTD WORK GEO code and the proper residence local tax according to the YTD RES GEO code and report these as Local income tax only.
**[IDFDV] W2-CI-TAX -WORK is used to set up the WORK City tax information. This should include all City tax pay components that are applicable to Work City Tax calculation, such as PC 6901 Work City Tax and PC 6902 Work City Supplemental Tax.
**[IDFDV] W2-CN-TAX -WORK Field Identifier is used to set up the WORK County tax information. This should include all County tax pay components that are applicable to Work County Tax calculation, such as PC 6801 Work County Tax and PC 6802 Work County Supplemental Tax.
**[IDFDV] W2-CI-TAX -HOME Field Identifier is used to set up the Residence City tax information. This should include all City tax pay components that are applicable to Residence City Tax calculation, such as PC 6921 Residence City Tax and PC 6922 Residence City Supplemental Tax.
**[IDFDV] W2-CN-TAX -HOME Field Identifier is used to set up the Residence County tax information. This should include all County tax pay components that are applicable to Residence County Tax calculation, such as PC 6821 Residence County Tax and PC 6822 Residence County Supplemental Tax.
||Field Identifier||Suggested Field Variable
|W2-CN-TAX-HOME|W2-BOX-19-CN-H’
|W2-CN-TAX -WORK|W2-BOX-19-CN-W’
|W2-CI-TAX -HOME|W2-BOX-19-CI-H’
|W2-CI-TAX -WORK|W2-BOX-19-CI-W’
At line 246 changed 3 lines
For California SDI reporting, there are two options to print on W2 forms:
#For California: if [IDFDV] W2-SDI-TAX-EE Identifier Seq 7260 is greater than, Box 19 will print the employee SDI contribution and Box 20 will print the description ‘CASDI’. __This option is only available for the ORACLE Version (RPW2) of the W2 forms.__
#For California: if [IDFDV] W2-SDI-TAX-EE Identifier Seq 7260 is not defined, users can set up Box 14 to print ‘CASDI’ and the SDI amount.
- Vertex County or City tax calculation differentiates City/County tax by work local tax and residence local tax
- W2 only requires to report local income tax by Local name regardless if it is from work or residence local
- the system will retrieve the proper work local tax according to the YTD WORK GEO code and the proper residence local tax according to the YTD RES GEO code and report these as local income tax only
At line 250 changed 8 lines
!Box 20 - Locality Name
||SEQ #||Field Identifier||Suggested Field Variable
|8000 |W2-CNTY-NAME|DCN.COUNTY_NAME|
|8500 |W2-CITY-NAME|DTX.JURISDICTION_NAME|
*The W2 Print Programs will print the correct DTX.JURISDICTION_NAME according to YTD GEO information.
*If County tax is reported, the County name is retrieved from [IDCN] with GEO code = ‘xx-xxx-0000’. Example: In Indiana, GEO code 15-097-0670 is for the city of Indianapolis, use County Code 15-097-0000 to retrieve the County name of Marion for reporting.
*If the City tax is reported, the City name is retrieved from [IDTX] with the GEO code.
*On [IDGV] the ‘Local Registration’ for a County or City must be defined in order for the County or City tax to be reported.
- IDFDV Field Identifier ‘W2-CI-TAX -WORK’ is used to set up the WORK City tax information
- this should include all City tax pay components that are applicable to Work City Tax calculation
- e.g. PC 6901 Work City Tax, PC 6902 Work City Supplemental Tax
At line 272 added 30 lines
- IDFDV Field Identifier ‘W2-CN-TAX -WORK’ is used to set up the WORK County tax information
- this should include all County tax pay components that are applicable to Work County Tax calculation
- e.g. PC 6801 Work County Tax, PC 6802 Work County Supplemental Tax
- IDFDV Field Identifier ‘W2-CI-TAX -HOME’ is used to set up the Residence City tax information
- this should include all City tax pay components that are applicable to Residence City Tax calculation
- e.g. PC 6921 Residence City Tax, PC 6922 Residence City Supplemental Tax
- IDFDV Field Identifier ‘W2-CN-TAX -HOME’ is used to set up the Residence County tax information
- this should include all County tax pay components that are applicable to Residence County Tax calculation
- e.g. PC 6821 Residence County Tax, PC 6822 Residence County Supplemental Tax
For California SDI reporting, there are 2 options to print SDI on W2 Forms:
(1) - 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’
(2) - For California, if IDFDV Identifier Seq 7260 W2-SDI-TAX-EE is not set up, the user may set up Box 14 to print ‘CASDI’ and the SDI amount
Box 20 - Locality Name
- IDFDV Field Identifier: ‘W2-CNTY-NAME’
- IDFDV Field Variable: ‘DCN.COUNTY_NAME’
- IDFDV Field Identifier: ‘W2-CITY-NAME’
- IDFDV Field Variable: ‘DTX.JURISDICTION_NAME’
- RPW2 program will print the proper DTX.JURISDICTION_NAME according to YTD GEO information
- if County tax is reported, the County name is retrieved from the IDCN County screen with GEO code = ‘xx-xxx-0000’
- e.g. In Indiana, GEO code ‘15-097-0670’ is for the city of ‘Indianapolis’, then use County Code ‘15-097-0000’ to retrieve the County name of ‘Marion’ for reporting
- if City tax is reported, the City name is retrieved from the IDTX Tax Jurisdiction screen with GEO code
- an entry must also exist on IDGV screen with ‘Local Registration’ for a County or City in order for the County or City tax to be reported
This page (revision-20) was last changed on 26-Nov-2021 10:22 by kparrottTop