Tax Reporting - MT
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Montana Annual and Quarterly Reporting#

What's New for Tax Year 2011#

There are no file format changes in wage reporting for the state of Michigan in tax year 2011.

However, the following file format changes in the standard EFW2 file are noted in the SSA bulletin which may affect clients using the standard EFW2 format to report wages to the state:

Set Up#

This document contains abbreviated set up requirement for the state of Michigan only, please refer to the general document (US_Annual_Qtrly_Reporting_GEN) for other setup procedure that may also be required.

IDGV - State Registration#

IDGV - State SUI Registration#

State File Procedures#

Annual W2 Wage Reporting – EFW2 File Format#

RPYEU must be run and the following selected to generate Michigan state file information:
Report List Filters, Select State:Michigan, USA
Parameters, Annual Form Code:(example: use standard form code‘HL$US-W2-2012’)
Parameters, Period Type:Year
Parameters, Period End Date:Year End Date (i.e. 31-Dec-2011)
Parameters, Media Format: State File Format

The Directory and Media File Name parameters must be populated or an output file will not be produced.

State Media Magnetic Media Reporting – EFW2 File Format#

Record name
Code RA - Transmitter Record

Quarterly UI Wage Reporting – ICESA Format#

RPYEU must be run and the following selected to generate Michigan state file information:

Quarterly UI Wage Magnetic Media Reporting - ICESA Format#

Record name
Code E - Employer Record

ICESA for the State of Michigan#

Notes#

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WHAT’S NEW FOR TAX YEAR 2011

There are no file format changes in wage reporting requirement for tax year 2011 for the state of Montana.

However, the following file format changes in the standard EFW2 file are noted in the SSA bulletin which may affect clients using the standard EFW2 format to report wages to the state

- (W2 File) A new field, Kind of Employer, has been added to the RE Employer Record (position 174). This is a required field. - - (W2 File) A new field, Cost of Employer-Sponsored Health Coverage, has been added to the RW Employee Record (positions 463-473) and the RT Total Record (positions 295-309). - - (W2 File) A new field, Designated Roth Contributions Under a Governmental Section 457(b) Plan, has been added to the RO Employee Record (positions 111-121) and the RU Total Record (positions 145-159)

SET UP

- This document contains abbreviated set up requirement for the state of Montana only, please refer to the general document (US_Annual_Qtrly_Reporting_GEN) for other setup procedure that may also be required.

IDGV - State Registration

- IDGV Definition Tab must be set up with ‘State Registration’ for State/Province: Montana

- IDGV Variables Tab must be set up with ‘State Registration’ for State/Province: Montana

‘W2 STATE MEDIA FILING’ - MT state accepts W2 wage report with Federal and other state information, therefore, the Media Filing variable can be set to ‘01’, which will include 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 MT only) IDGV - State SUI Registration

- IDGV Definition Tab must be set up with ‘State SUI Registration’ for State/Province: Montana

- IDGV Variables Tab must be set up with ‘State SUI Registration’ for State/Province: Montana

‘W2 STATE MEDIA FILING’ - Must be ‘02’ to generate UI wage magnetic media file for state of Montana

STATE FILE PROCEDURES

- The state of Montana Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 format, and the filing of Quarterly UI wages via magnetic media using the ICESA format.

- Records required for the W2 reporting are: Codes RA,RE,RW,RS,RT,RF; and for the UI wage reporting: Code A,B,E,S,T,F. - Montana state requires to file the MT state file by itself, therefore the user must set up IDGV as follows: - for State Registration of Montana, the IDGV Variable: ‘W2 STATE MEDIA FILING’ 02 – state requires its own File, do not include other state information in the state file

ANNUAL W2 WAGE REPORTING – EFW2 format

- The user must run RPYEU and select the following to generate Montana state file information:

Report List Filters, Select State: - Montana, USA Parameters, Annual Form Code: - (example: use standard form code‘HL$US-W2-2012’) Parameters, Period Type: - Year Parameters, Period End Date: - Year End Date (i.e. 31-Dec-2011) Parameters, Media Format: - State File Format

The Directory and Media File Name parameters must be populated or an output file will not be produced.

STATE MAGNETIC MEDIA REPORTING – EFW2 Format

Record name: Code RA - Transmitter Record (same as the federal code RA)

Quarterly UI Wage Reporting – ICESA format

- The user must run RPYEU and select the following to generate Montana state file information: Media Format: - State SUI File Format Select State: - Montana, USA

- The “Quarterly Form Code” must be entered in order to produce the UI Wage file in the ICESA format.

- You must select state Montana in the ‘Report List Filters’. - Annual Form Code’ – use the standard HighLine supplied form code HL$US-W2-2012. You will have to enter the ‘Variables’ in this Form Code for use specifically in your installation. - The ‘Quarterly Form Code’ must be entered in order to produce UI wage file in ICESA format. – use the HighLine supplied Form Code ‘HL$US-QTR-2012’.. You will have to enter the ‘Variables’ in this Form Code for use specifically in your installation. - Period Type: Quarter. - Period End Date: Enter the quarter end date, i.e. 30-Jun-2012. - Media File Type: State SUI File Format.

- If the Directory Name/Media File Name is not supplied, an output file will not be produced.

QUARTERLY UI Wage MAGNETIC MEDIA REPORTING – ICESA format

(Please note that the following ‘Not Required’ fields may or may not always contain BLANKS).

Note: Columns with MT indicates it is a Montana specific requirement which is not the standard record format

Record name: Code A - Transmitter Record

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