PRODUCE US YEAR END SUMMARY#
The US Year End Summary Report RPYEU is used to verify that the totals are balanced with the Year To Date information before printing the W2 forms. The RPYEU process generates a summary of US payroll year end data.Please click on this link for additional information for the NJ WR-30 format.
RPYEU Report Parameters & Filters#
Report Parameters
| Parameter | Description |
|---|---|
| Annual Form Code | Mandatory. Form Code that is defined on the IDFDV form. NOTE: Always use the current year form code. DO NOT use a prior year form code as the Identifiers may be obsolete. |
| Quarterly Form Code | Blank for Annual Reporting. Defines the quarterly form code for the report. Optional |
| Govt Interface Format | Blank for Annual Reporting. Defines the government interface format for the report. Optional |
| Period Type | Mandatory. Defines the period type. Enter "Year" for Annual reporting and "Quarter for quarterly reporting. |
| Period End Date | Mandatory. Defines the end date of the reporting period. |
| As of Date | Mandatory. Defines the date to start gathering demographic information. |
| Combine Employment Type | Defines if the employees on the report should be sorted by their Employment Type Set this field to YES to combine Regular and Other Types of Employment, such as Agriculture. Optional. This parameter is used mostly for State filing so an employee is reported only once for a State, even if they have been paid by multiple Federal Registrations. Therefore, when this field is set to YES, RPYEU will not store the Federal Level amounts on the IPGH form because the Federal Registration Numbers are combined and will not be linked to a specific Federal Registration Number. A warning message is issued when this field is set to YES: *** WARNING: Combine Fed Regist = Yes, IPGR Federal Amounts and Employee Remittance Header are not added by Federal Registration Number. When reporting W2 Employment Types of Regular and Medicare Qualified, it is recommended that this parameter be set to 'No' |
| Combine Fed Regist | Defines if all of the selected 'Federal Regist' for State/Local Reporting should be combined. Set this field to YES to combine all 'Federal Regist' for State/Local reporting. Optional |
| Media Format | Defines the Federal file format for SSA reporting. Optional |
| Directory Name | Mandatory. Defines the name of the government Magnetic Media file. |
| Media File Name | Mandatory. Defines the media file name of the data being uploaded. |
| Create Data Dump | Defines if a data dump file with the extension of .csv should be generated. Optional |
| Trace Level | Defines the tracing level (report messages) for the report. Optional. Users should always run RPYEU with the Trace Level set to 'Exceptions Only' for all employees, unless required for tracing. |
| Regist/Set Up Audit | Option to print exceptions that may exist from set up. Optional. Options are: 00-Do not print, run 01-Print, do not run 02-Print and run 03-Excp and run |
| User Comments | Enter a comment to print on the header of the report. Optional |
| Govt Form Option | Determines Government Run Stage, Government Print Stage and Government File Stage of created Government Run and Government Headers. Mandatory. See Lexicon X_GVT_FORM_OPTION for more details. Options support by RPYEU are: 01-New forms only 02-All normal forms 04-Amended forms 05-Rejected forms |
| Retain Amend/Reject File | Determines if existing Gvt Run and Headers will be deleted or marked as archived. No - Existing Government Run will be replaced Yes - New Government Run will be created. Should only be used in combination with Gvt Form Option 04-Amended Forms and 05-Rejected Forms. |
| Print Report On | Defines to print a report, output or both. Options are: * Report only (default) * Report and Output File * Output File Only * Do Not Print |
RPYEU Report Filters
| Filter | Description |
|---|---|
| Entity | To define and report on a specific Entity. Optional |
| Federal Regist Set | To define and report on a specific Federal Registration Set, on IDGV. Optional |
| Federal Regist Type | To define and report on a specific Federal Registration type, defined on IDGV. Optional |
| Federal Regist Number | Defines the Employer Identification Number, on IDGV. Optional |
| People List | This field limits the process to the people in the defined list. Optional |
| Person | Enter the Person Code of the employee you are tesating with. Optional |
| Select State | Defines a State to report on. Optional. Do not enter a State when generating the Federal File or W2 forms. If a State is selected, the process will report on the defined State only. |
| State Regist Set | To define and report on a specific State Registration set, on IDGV. Optional. This field is not required for Annual reporting. |
| State Regist Type | To define and report on a specific State Registration type, defined on IDGV. Optional |
| State Regist Number | Used only for Quarterly State filing. Is a State is not entered, then the Federal Regist Number on IDGV is used. Optional |
| Local Regist Set | To define and report on a specific Local Registration set. Optional |
| Local Regist Type | To define and report on a specific Local Registration type, defined on IDGV. Optional |
| Local Regist Number | To define and report on a specific Local Registration set. Optional |
| Select County | To define and report on a specific County. Optional |
| Select City | To define and report on a specific City. Optional |
| Select School | To define and report on a specific School District. Optional |
Processing Ammendments#
Complete the initial run using Government Form Option 02-All normal forms until satisfied with the results. For the inital submission, the preference will be to only have 1 government run referenced.
Once satisfied with the results of RPYEU, Run the W2 print with trial run "No". This will change the following:
| GVT_PRINT_STAGE | IPGH = From Printed |
| GVT_RUN_STAGE | IPGR = Form Printed |
If you need to amend an employees form you will have to do into IPGH and mark the Print stage as Amendment requested. Then when you run RPYEU with 04-Amended forms it will pick up these records and create the necessary file for W2C upload.
