[{TableOfContents }] !!!ARIZONA ANNUAL AND QUARTERLY REPORTING !!Set Up This document contains abbreviated set up requirements for the state of Arizona only. Please refer to the general document ([Tax Reporting - US General]) for other setup procedures that may also be required. !IDGV - State Registration *The [IDGV Definition|IDGV#DefinitionTab] tab must be set up for 'State Registration' for State/Province: Arizona. *The [IDGV Variables|IDGV#VariablesTab] tab must be set up for 'State Registration' for State/Province: Arizona. *'W2 STATE MEDIA FILING' - AZ state accepts W2 wage report with Federal and other state information, therefore, the Media Filing variable should be set to ‘01’, which includes State information in the Federal File. **However it must be set to ‘02’ if a W2 magnetic media file is required for the state of AZ only !State File Procedures *The Arizona Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 format. *Records required for the W2 reporting are: Code RA, RE, RW, RS, RT, RV and RF. Optional records are: Code RO and RU. *Arizona State requires to file the AZ State file by itself, therefore [IDGV] must be set up as follows: **for State Registration of Arizona, the [IDGV Variable|IDGV#VariablesTab]: ***'W2 STATE MEDIA FILING' 02 – State requires its own file, do not include other State information in the State File. !!Annual W2 and Quarterly UI Wage Reporting – EFW2 Format [RPYEU] must be run with the following report parameters and filters selected to generate the Arizona State file information: \\ \\ __RPYEU Report Parameters__ |Annual Form Code|Use standard form code, such as 'HL$US-W2-20YY' |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. Enter in DD-MMM-YYYY format |Media Format|Mandatory. Set to State File Format \\Defines the Federal file format for SSA reporting (includes 'RW' and 'RS' records). |Directory Name| Mandatory. Defines the name of the government Magnetic Media file. Must be defined or an output file will not be produced |Media File Name|Mandatory. Defines the media file name of the data being uploaded. Must be defined or an output file will not be produced __RPYEU Report Filters__ |Select State: Arizona, USA !!State W2 Wage Magnetic Media Reporting – EFW2 Format Arizona accepts Annual W2 wage report in the standard Social Security Administration EFW2 specification. !Record Name: Code RA – Submitter Record (Same as Federal Code RA) [{InsertPage page='W2_EFW2_RECORD_RA'}] \\ !Record Name: Code RE – Employer Record (Same as Federal Code RE) [{InsertPage page='W2_EFW2_RECORD_RE'}] \\ !Record Name: Code RW – Employee Record (Same as Federal Code RW) [{InsertPage page='W2_EFW2_RECORD_RW'}] \\ !Record Name: Code RO – Employee Record (Same as Federal Code RO, Optional) [{InsertPage page='W2_EFW2_RECORD_RO'}] \\ !Record Name: Code RS – State Record (Same as Federal Code RS) [{InsertPage page='W2_EFW2_RECORD_RS'}] \\ !Record Name: Code RT – Total Record (Same as Federal Code RT) [{InsertPage page='W2_EFW2_RECORD_RT'}] \\ !Record Name: Code RU – Total Record (Same as Federal Code RU, Optional) [{InsertPage page='W2_EFW2_RECORD_RU'}] \\ !Record Name: Code RV – State Total Record (Same as Federal Code RV) [{InsertPage page='W2_EFW2_RECORD_RV'}] \\ !Record Name: Code RF – Final Record (Same as Federal Code RF) [{InsertPage page='W2_EFW2_RECORD_RF'}] \\ !!Quarterly UI Wage Magnetic Media Reporting – EFW2 Format Only record codes ‘RS’ and ‘RF’ are required for Arizona UI reporting. The other record codes are optional. \\ \\ [RPYEU] must be run with the following report parameters and filters selected to generate the Arizona State file information: \\ \\ __RPYEU Report Parameters__ |Annual Form Code|Use standard form code, such as 'HL$US-W2-YYYY' |Quarterly Form Code|Leave blank to generate the UI wage file in EFW2 format. |Govt Interface Format|Mandatory. Enter HL$US-QTR-NM20YY |Period Type|Mandatory. Defines the period type. Enter "Quarter" for quarterly reporting. |Period End Date|Mandatory. Defines the end date of the reporting period. Enter in DD-MMM-YYY format |Media Format|Mandatory. Set to State SUI File Format \\Defines the Federal file format for SSA reporting (includes 'RW' and 'RS' records). |Directory Name| Mandatory. Defines the name of the government Magnetic Media file. Must be defined or an output file will not be produced |Media File Name|Mandatory. Defines the media file name of the data being uploaded. Must be defined or an output file will not be produced __RPYEU Report Filters__ |Select State: Arizona, USA %%information: NOTE: The following ‘Not Required’ fields may or may not always contain blanks.%% %%information:NOTE: Columns coded with AZ indicate it is an Arizona specific requirement which is not the standard record format.%% !Record Name: Code RS - Supplemental Record ||Column||Description||Source |1-2|Record Identifier|Constant "RS" |3-4|State code|Enter the appropriate FIPS postal numeric code \\Derived from the State being reported, from [IDFDV] 7000\\ \\Arizona is code ‘04’ |5-9|Taxing Entity Code|Constant ‘UITAX’ \\Derived from the [IDGV] setup for SUI registration ‘variables’ tab ‘Taxing Entity’ field |10-18|Social Security Number|Enter the employee’s Social Security number. \\If not known, enter “I” in position 2 and blanks in positions 3-10. \\If an invalid SSN is encountered, this field is entered with zeroes \\Derived from [IDFDV] Field Identifier: ‘W2-EE-SSN’ |19-33|Employee First Name|Enter the employee's first name. Left justify and fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’ |34-48|Employee Middle Name or Initial|Enter the employee's middle name or initial, if applicable. Left justify and fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’ |49-68|Employee Last Name|Enter the employee's last name. Left justify and fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’ |69-72|Employee Suffix|Enter the employee's alphabetical suffix, if applicable. Left justify and fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-SUFFIX’ |73-94|Employee Location Address|Enter the employee's location address (Attention, Suite, Room Number, etc.) \\Left justify and fill with blanks. \\Derived from the ‘W2-EE-LOCN-ADDR’ [IDFDV] Field Identifier. |95-116|Employee Delivery Address|Enter the employee's delivery address. \\Left justify and fill with blanks. \\Derived from the ‘W2-EE-DELIV-ADDR’ [IDFDV] Field Identifier. |117-138|Employee City|Enter the employee's city. \\Left justify and fill with blanks. \\ Derived from the 'W2-EE-CITY’ [IDFDV] Field Identifier. |139-140|Employee State Abbreviation|Enter the employee's State or commonwealth/territory. Use a postal abbreviation. \\For a foreign address, fill with blanks. \\Derived from the ‘W2-EE-STATE’ [IDFDV] Field Identifier. |141-145|Employee ZIP Code|Enter the employee's ZIP Code. \\For a foreign address, fill with blanks. \\Derived from the ‘W2-EE-ZIP’ [IDFDV] Field Identifier. |146-149|Employee ZIP Code Extension|Enter the employee's four-digit extension of the ZIP code. If not applicable, fill with blanks. \\Derived from the ‘W2-EE-ZIP-EXT’ [IDFDV] Field Identifier. |150-196 AZ|Blank|Fill with blanks |197-202|Reporting Period|Enter the last month and four-digit year for the calendar quarter that this report applies. \\ Applies to unemployment reporting. \\Derived from user defined Period End Date converted to MMYYYY format for the quarter |203-213|State Quarterly Unemployment Insurance Total Wages|Right justify and zero fill. \\ Applies to unemployment reporting. \\Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’. \\Note that the [IDFDV] Identifier ‘W2-SUI-WAGE-ER’ is not used to report this field because the value of Identifier ‘W2-SUI-WAGE-ER’ may already been capped by Vertex during the US Tax calculation in [UPCALC] and therefore for employees who exceed the maximum wage base, this identifier will contain no SUI Insurance wages, therefore [RPYEU] is using the State Taxable wages from Identifier ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ that are related to the employee Home GEO and Work GEO code to report SUI Total Wages |214-224|State Quarterly Unemployment Insurance Total Taxable Wages|Right justify and zero fill. \\ Applies to unemployment reporting. \\This amount is derived from State Quarterly Unemployment Insurance Total Wages and the SUI Maximum wage base as defined by the State government |225-247 AZ|Blank| |248-267|State Employer Account Number|Enter the State's Employer Account Number, including the Branch Number \\Derived from [IDFDV] Field Identifier: ‘W2-STATE-REGIST’ for the reporting State\\ \\When [RPYEU] is run, if the Media Format = ‘State SUI File Format’, then this field contains the SUI Registration Number from [IDGV] for the SUI Registration of the State. |268-512 AZ|Blank| ;Multiple Code RS records:Multiple code RS records are generated for an employee if there are applicable county, city or school district tax information to be reported for a state. In this case, the state wages and tax will be zero for the subsequent code RS records. !Record Name: Code RF - Final Record ||Column||Description||Source |1-2|Record Identifier|Constant "RF" |3-512 AZ|Blank| ---- ![Notes|Edit:Internal.Tax Reporting - AZ] [{InsertPage page='Internal.Tax Reporting - AZ' default='Click to create a new notes page'}]