This page (revision-20) was last changed on 26-Nov-2021 10:22 by kparrott

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 263 added 7 lines
*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.
**[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)
**[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)
At line 264 changed 3 lines
- 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
For California SDI reporting, there are two options to print SDI on W2 forms:
#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’.
#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.
At line 268 changed 34 lines
- 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
- 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
!Box 20 - Locality Name
||Field Identifier||Suggested Field Variable
|W2-CNTY-NAME|
|DCN.COUNTY_NAME|
|W2-CITY-NAME|
|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 [IDCN] 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 the City tax is reported, the City name is retrieved from [IDTX] with the GEO code.
*An entry must also exist on [IDGV] 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