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Ohio Annual and Quarterly Reporting#

What's New for Tax Year 2011#

There are no noted file format changes in wage reporting for tax year 2011.

The following changes have been noted for reporting W2 wages to the Federal Government:

• (W2 Form) The ‘Advance Earned Income Credit Payment’ field is eliminated for tax year beginning after December 31, 2010. Box 9, Advance EIC payments, has been deleted from the 2011 Form W2.
• (W2 Form) Code DD is added to box 12 of the 2011 form W2 to report the cost of employer-sponsored health coverage. However, this reporting will not be mandatory for 2011.
• (W2 Form) Code EE, Designated Roth contributions under a government section 457(b) plan, has been added to the list of codes in box 12 of Form W2.
• (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 Ohio only, please refer to the general document (US_Annual_Qtrly_Reporting_GEN) for other setup procedure that may also be required.

IDGV - State Registration#

• The IDGV Definitiontab must be set up for 'State Registration' for State/Province: Ohio.
• The IDGV Variables tab must be set up for 'State Registration' for State/Province: Ohio; it must also setup ‘W2 State Media Filing’ with value 02.
• 'W2 STATE MEDIA FILING'- Must be ‘02’ to generate Ohio State magnetic media file for Ohio State only.

RPYEU needs to be run twice to generate a State Magnetic Media file for State of Ohio and RPYEU then needs to be run again to generate the city file for Ohio Cities. After the Ohio State Magnetic media file has generated the Ohio City File, if the State Earnings and Taxes are to be included in the Ohio City File, the following must be changed:

• ‘W2 STATE MEDIA FILING’ - change to ‘03’ to include state information when the City file is run (see IDGV-Local Registration for more information.)

IDGV - State SUI Registration#

• The IDGV Definitiontab must be set up with 'State SUI Registration' for State/Province: North Dakota.
• The IDGV Variables tab must be set up with 'State SUI Registration' for State/Province: North Dakota.
  • 'W2 STATE MEDIA FILING' - Must be ‘02’ to generate State UI wage file for state of North Dakota.

IDGV - School Registration#

• If there is applicable school district tax, the IDGV Definition tab must be set up for ‘US School Registration’ for each school district.
• The IDGV Variables tab must be set up for ‘US School Registration’ for each school district

‘W2 STATE MEDIA FILING’	Must be ‘02’ to generate school district tax in Ohio State File
‘W2 TAX TYPE CODE’	Must enter ‘E’ for School district tax
‘W2 TAXING ENTITY’	Enter Ohio School district number assigned by Ohio The Ohio EFW2 file format requires length of 7 and right justify, please enter in format of:‘bbb2309’ where b is one space

IDFDV – School Set Up#

If there is applicable school district tax, the ‘Field Variable’ column in IDFDV must be set up appropriately. Note: The following example shows the elements ‘W2-SCHL-WAGE’ and ‘W2-SCHL-TAX’ being used to populate Box 14, all other columns are pre-defined in IDFD and may not be altered in the IDFDV screen.

Seq	Identifier	Description	Level	O/R Prompt	Field Source	Field Variable
6500	W2-SCHL-WAGE	School Taxable Wages	School District	14-SCHOOL WAGE	Element	W2-SCHL-WAGE
6510	W2-SCHL-TAX	School Tax	School District	14-SCHOOL TAX	Element	W2-SCHL-TAX

• Identifier ‘W2-SCHL-WAGE’ must be set up
• Identifier ‘W2-SCHL-TAX’ must be set up

IDGV - Local Registration#

• To report the Ohio City tax, the IDGV Definition tab must be set up with ‘US Local Registration’ for each city in the Jurisdiction field.
• The IDGV Variables tab must be set up for ‘US Local Registration’ for each city:
  • ‘W2 STATE MEDIA FILING’ must be ‘03’ to generate City tax information in Local File format
  • ‘W2 TAX TYPE CODE’ must enter ‘C’ for City Tax
  • ‘W2 TAXING ENTITY’enter the City code for Ohio (3 characters only)

IDFDV – City Tax Set Up#

If City tax is applicable, the ‘Field Variable’ column in IDFDV must be set up as appropriate. Note that all other columns are pre-defined in IDFD and may not be altered in the IDFDV screen.

Seq	Identifier	Description	Level	O/R Prompt	Field Source	Field Variable
8500	W2-CITY-NAME	City Name	Local	20-CITY NAME	DB column	DTX.JURISDICTION_NAME
8510	W2-CI-WAGE-HOME	Local Wage, Home city	Local	18-HOME CITY WAGE	Element	W2-CI-WAGE-RES
8520	W2-CI-WAGE-WORK	Local Wage, Work city	Local	18-WORK CITY WAGE	Element	W2-CI-WAGE-WORK
8530	W2-CI-TAX-HOME	Local Tax, Home city	Local	19-HOME CITY TAX	Element	W2-CI-TAX-RES
8540	W2-CI-TAX-WORK	Local Tax, Work city	Local	19-WORK CITY TAX	Element	W2-CI-TAX-WORK

• Identifier ‘W2-CITY-NAME’ must be set up
• Identifier ‘W2-CI-WAGE-HOME’ must be set up
• Identifier ‘W2-CI-WAGE-WORK’ must be set up
• Identifier ‘W2-CI-TAX-HOME’ must be set up
• Identifier ‘W2-CI-TAX-WORK’ must be set up

State File Procedures#

• The North Dakota 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.
• The State of North Dakota requires to file the ND state file by itself, therefore IDGV must be set up as follows:
  • for State Registration of North Dakota, the IDGV Variable:
    • 'W2 STATE MEDIA FILING' 02 - North Dakota state requires its own file, do not include other state information in the state file.

State File Procedures#

• The Ohio Department of Taxation accepts filing of W-2s via magnetic media using the EFW2 format
• Record Codes required are: Code RA,RE,RW,RO,RS,RT,RU,RF
• Ohio school district tax information are printed on the W2 form Box 14 with 4 entries
  

“SCHL 02309 WAGE”
“ 3844.28”
“SCHL 02309 TAX”
“ 38.07”

• There will be as many Code RS records as needed per employee for each School District that has tax information for the state of Ohio.
• Ohio State only accepts the State File with its own Code RS records, therefore IDGV must be set up as follows:
  • for State Registration of Ohio, the IDGV Variable:
    • ‘W2 STATE MEDIA FILING’ 02 –State File Format, do not include other State W2 information in the file for OHIO state.
• Since the state of Ohio requires that the school district tax is reported along with the Code RS record, all Ohio school districts must be set up as follows:
  • for all School Registration of Ohio State, the IDGV Variables:
    • ‘W2 TAX TYPE CODE’ - Constant ‘E’ for school district tax
    • ‘W2 TAXING ENTITY’ - The school district code to be reported on magnetic media file
• For 2005 reporting, the Ohio Department of Labor accepts filing of Quarterly UI wage via magnetic media using the ICESA format
• Record Codes required are: Code A,E,S,T,F

Annual W2 Wage Reporting - EFW2 File Format#

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

Report List Filters, Select State:	Ohio, 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 (same as Federal record)

Ohio City (Cleveland) File Procedures#

• The Ohio City Tax Magnetic Media reporting is reported using the EFW2 file format.
• Record Codes required are: Code RA,RE,RW,RO,RS,RT,RU,RF
• There will be as many Code RS records as needed per employee for each city that has tax information for the state of Ohio.

City Magnetic Media Reporting - EFW2 File Format#

Record name: Code RA - Transmitter Record

What's New for Quarterly UI Wage Reporting for Tax Year 2011

Record Code A, positions 144-153	Employer SEAN-Enter the 10 digit State Employer Account Number if the transmitter is an Ohio employer.
Record Code A, positions 266-275	Third Party Administration ID – Enter the 10 digit TPA ID if the transmitter has been assigned a number from the Unemployment Compensation.
Record Code E, position 15	Out of State Wages – Enter ‘Y’ if the employer paid wages to any of the same employees for work in another state and reported the wages to the other state for UI.
Record Code E, positions 173-177	Filler
Record Code E, positions 178-187	State Employer Account Number – Enter the 10 digit Ohio Employer Account Number.
Record Code T, positions 55-68	Ohio Taxable Wages. If position 15 of the E record = Y (Out of State Wages) for this or prior quarter in this calendar year, enter Total Ohio taxable wages for employer.
Record Code T, positions 186-198	Payment Allocation Amount.
Record Code F, positions 140-148	Routing Number, enter the routing number of the bank account.
Record Code F, positions 153-169	Bank Account Number.
Record Code F, positions 170-181	Total Amount Paid – Enter the sum of allocation for all employers.
Record Code F, position 182	Account Type – Enter 1 for Savings, 2 for Personal Checking, 3 for Corporate Checking.
Record Code F, position 183-175	Name on bank account.

Quarterly UI Wage Reporting - ICESA Format#

• The Ohio Department of Labor accepts filing of Quarterly UI wage via magnetic media using the ICESA format, required record codes are: Code A,E,S,T,F

RPYEU must be run and the following selected to generate Ohio Quarterly UI Wage Reporting:

Media Format:	State SUI File Format
Select State:	Ohio, USA

• The state of Ohio must be selected in the 'Report List Filters'.

• Annual Form Code - Use the standard supplied form code HL$US-W2-2012. The Variables need to be entered in this form code for specific use in the installation.
• The 'Quarterly Form Code' must be entered in order to produce the UI wage file in ICESA format.
• Use the supplied form code 'HL$US-QTR-2012'. The Variables need to be entered in this form code for specific use in the installation.
• Period Type:Quarter
• Period End Date:Enter the quarter end date, i.e. 30-Jun-2011
• Media File Type:State SUI File Format
  
  
• If the Directory Name/Media File Name is not supplied, an output file will not be produced.

State Quarterly UI Wage Magnetic Media Reporting – ICESA Format#

ICESA for the State of Ohio#

• The format details are found at the Ohio Bureau of Employment Services website.

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Notes#

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