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Oklahoma Annual and Quarterly Reporting#

What's New for Tax Year 2011#

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

Set Up#

This document contains abbreviated set up requirement for the state of Oklahoma 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: Oklahoma.
• The IDGV Variables tab must be set up for ‘State Registration’ for State/Province: Oklahoma.
• ‘W2 STATE MEDIA FILING’- OK 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 OK only.)

IDGV - State SUI Registration#

• The IDGV Definitiontab must be set up with ‘State SUI Registration’ for State/Province: Montana.
• The 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.

IDGV - SUI Registration

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

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

‘W2 STATE MEDIA FILING’ - Must be ‘02’ to generate State UI wage file for state of OK.

State File Procedures#

• The 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.
• The State of Montana requires to file the MT state file by itself, therefore IDGV must be set up as follows:
  • for State Registration of Montana, the IDGV Variable:
    • ‘W2 STATE MEDIA FILING’ 02 – Montana state requires its own file, do not include other state information in the state file.

Annual W2 Wage Reporting – EFW2 File Format#

RPYEU must be run and the following selected 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 Media Magnetic Media Reporting – EFW2 File Format#

Record name

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

Quarterly UI Wage Reporting – ICESA Format#

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

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

• The state of Montana 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.

Quarterly UI Wage Magnetic Media Reporting - ICESA Format#

Record name

Code A - Transmitter Record

ICESA for the State of Montana#

• The format details are found at the State of Montana Department of Labor and Industry website.

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Notes#

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STATE FILE PROCEDURES

- For 2008 reporting, the state of Oklahoma Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 file format, and the filing of Quarterly UI wages via magnetic media using the NASWA/ICESA format.

- Records required for the W2 reporting are: Codes RA,RE,RW/RO,RS,RT/RU,RF. - Oklahoma state requires to file the OK state file by itself, therefore the user must set up IDGV as follows: - for State Registration of Oklahoma, the IDGV Variable: ‘W2 STATE MEDIA FILING’ 01 – Federal File Format to include Federal Record Types.

ANNUAL W2 WAGE REPORTING – EFW2 file format

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

Report List Filters, Select State: - Oklahoma, 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: - Federal 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 File Format

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

STATE QUARTERLY UI WAGE REPORTING – NASWA/ICESA file format

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

- You must select state Oklahoma 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-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.

- To produce a SUI file format in the NASWA/ICESA file format, the Quarterly Form Code must be entered. The required records are code ‘E’, ‘S’, and ‘T’. (Note, the optional code ‘P’ record is not supported by HighLine).