[{TableOfContents }]
!!!US W2 ANNUAL AND QUARTERLY PROCESSING - OREGON

!!Set Up 
This document contains abbreviated set up requirements for the State of Oregon 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: Oregon.
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up for 'State Registration' for State/Province: Oregon.
*'W2 STATE MEDIA FILING' - Must be set to ‘02’ for the state of Oregon file only.	

!IDGV - State SUI Registration
*The [IDGV Definition|IDGV#DefinitionTab] tab must be set up with ‘State SUI Registration’ for State/Province: Oregon
*The [IDGV Variables|IDGV#VariablesTab] tab must be set up with ‘State SUI Registration’ for State/Province: Oregon
*‘W2 STATE MEDIA FILING’ - Must be ‘02’ to generate State UI wage file for state of Oregon.

!!State File Procedures 
*The State of Oregon 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 also using the EFW2 file format.
*Oregon State requires to file the OR State file by itself, therefore, [IDGV] must be set up  as follows:
**for State Registration of Oregon, the [IDGV Variables|IDGV#VariablesTab]:
***‘W2 STATE MEDIA FILING’ 02 – State requires its own file, do not include other state information in the state file

!RPYEU Annual W2 Wage Reporting - EFW2 File Format
[RPYEU] must be run with the following report parameters and filters selected to generate the Oregon State file information: \\ \\
__Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$US-W2-YYYY'
|Period Type|Year
|Period End Date|Year End Date, such as 31-Dec-YYYY
|Media Format|State File Format
|Directory Name|Must be defined or an output file will not be generated
|Media File Name|Must be defined or an output file will not be generated

\\
__Report Filters__
|Select State|Oregon, USA

		
!!State Magnetic Media Reporting – EFW2 Format
!Code RA - Submitter Record

[{InsertPage page='W2_EFW2_RECORD_RA'}]
\\ 
!Code RE - Employer Record
[{InsertPage page='W2_EFW2_RECORD_RE'}]
\\ 
!Code RW - Employee Wage Record
[{InsertPage page='W2_EFW2_RECORD_RW'}]
\\
!Code RO - Employee Wage Record
[{InsertPage page='W2_EFW2_RECORD_RO'}]

!Code RS - State Record
||Column||Description||Source
|1-2|Record Identifier|Constant "RS"
|3-4|State Code|Enter the appropriate FIPS postal numeric code.  Oregon numeric code is “41”. \\Derived from the State being reported, from [IDFDV] sequence 7000
|5-9|Blank|Fill with blanks
|10-18|Social Security Number|Enter the employee's SSN.  \\If an invalid SSN is encountered, this field is entered with zeroes. \\Do not drop the leading zeros. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-SSN’ (seq 2500).
|19-33|Employee First Name|Enter the employee's first name, as shown on the SSN card. \\Left justify and fill with blanks. \\Derived from [IDFDV] Field Identifier: 'W2-EE-FIRST-NAME' (seq 2510)
|34-48|Employee Middle Name or Initial|Enter the employee's middle name or initial name, as shown on the SSN card. \\Left justify and fill with blanks. Derived from [IDFDV] Field Identifier: 'W2-EE-MIDDLE' (seq 2520)
|49-68|Employee Last Name|Enter the employee's last name, as shown on the SSN card. \\Left justify and fill with blanks. Derived from [IDFDV] Field Identifier: 'W2-EE-LAST-NAME' (seq 2530)
|69-72|Employee Suffix|If applicable, enter the employee's alphabetic suffix. \\Left justify and fill with blanks.  Otherwise, fill with blanks. \\Derived from [IDFDV] Field Identifier: 'W2-EE-SUFFIX' (seq 2540)
|73-94|Employee Location Address|Enter the employee's location address (Attention, Suite, Room Number, etc.)  \\Left justify and fill with blanks. \\Derived from [IDFDV] Field Identifier: 'W2-EE-LOCN-ADDR' (seq 2600)
|95-116|Employee Delivery Address|Enter the employee's delivery address. \\Left justify and fill with blanks. \\Derived from [IDFDV] Field Identifier: 'W2-EE-DELIV-ADDR' (seq 2610)
|117-138|Employee City|Enter the employee's city. \\Left justify and fill with blanks. \\Derived from [IDFDV] Field Identifier: ‘W2-EE-CITY’ (seq 2620)
|139-140|Employee State Abbreviation|Enter the employee's State or commonwealth/territory. Use a postal abbreviation. \\ Derived from [IDFDV] Field Identifier: ‘W2-EE-STATE’ (seq 2630)
|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.
|150-154|Blank|Fill with blanks
|155-177|Foreign State/Province|If applicable, enter the employee's foreign State/Province.  \\Left justify and fill with blanks.  \\Otherwise, fill with blanks.
|178-192|Foreign Postal Code|If applicable, enter the employee's foreign postal code.  \\Left justify and fill with blanks. \\Otherwise, fill with blanks.
|193-194|Country Code|If one of the following applies, fill with blanks: \\* One of the 50 States of the U.S.A. \\* District of Columbia \\* Military Post Office (MPO) \\* American Samoa \\* Guam \\* Northern Mariana Islands \\* Puerto Rico \\* Virgin Islands \\ \\Otherwise, enter the applicable Country Code.
|195-226|Blank|Not required for the State of Oregon.  Fill with Blanks
|227-234|Date First Employed|Enter the month, day and four-digit year.
|235-242|Date of Separation|Enter the month, day and four-digit year.
|243-247|Blank|Not required for the State of Oregon.  Fill with Blanks
|248-267|State Employer Account Number|Enter the employer's State Account Number. \\No hyphens, right justified and left fill with zeros.  \\Derived from [IDFDV] Field Identifier: ‘W2-STATE-REGIST’ for the reporting State
|268-273|Blank|Fill with blanks
|274-275|State code|Enter the appropriate numeric FIPS code. \\Oregon's code is "41". \\Derived from the State being reported
|276-286|State Taxable Wages|Right justify and zero fill. \\__Applies to income tax reporting.__ \\Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’
|287-297|State Income Tax Withheld|Right justify and zero fill. \\__Applies to income tax reporting.__\\Derived from [IDFDV] Field Identifier: ‘W2-ST-TAX-HOME’ and ‘W2-ST-TAX-WORK’
|298-347|Blank|Fill with blanks
|348-358|State Taxable Wages for Statewide Transit Tax|Right justify and zero fill. \\__Applies to income tax reporting.__
|359-369|Statewide Transit Tax Withheld|Right justify and zero fill. \\__Applies to income tax reporting.__
|370-512|Blank|Fill with blanks

!Code RV - State Total Record
||Column||Description||Source
|1-2|Record Identifier|Constant "RV"
|3-9|Number of RS Records|Total number of code "RS" records reported since last code "RE" record
|10-24|State Taxable Wages|Total amount of State Wages reported in all "RS" records since the last "RE" record
|25-39|State Income Tax Withheld|Total amount of State withholding reported in all "RS" records since the last "RE" record.
|40-54|State Taxable Wages for Statewide Transit Tax|Total amount of State Wages for Statewide Transit Tax reported in all "RS" records since the last "RE" record
|55-69|Statewide Transit Tax Withheld|Total amount of Statewide Transit Tax reported in all "RS" records since the last "RE" record.
|70-512|Blank|Fill with blanks


!Code RT - Total Record
[{InsertPage page='W2_EFW2_RECORD_RT'}]

!Code RU - Total Record 
(Optional, Same as the Federal Code RU)
[{InsertPage page='W2_EFW2_RECORD_RU'}]


!Code RF - Final Record
[{InsertPage page='W2_EFW2_RECORD_RF'}]

!!Quarterly UI Wage Reporting – EFW2 Format
[RPYEU] must be run with the following report parameters and filters selected to generate the Oregon State file information: \\ \\
__Report Parameters__
|Annual Form Code|Use standard form code, such as 'HL$US-W2-YYYY'
|Quarterly Form Code|Must be defined to produce the UI Wage file in ICESA format.
|Period Type|Quarter
|Period End Date|Quarter End Date, such as 31-Dec-YYYY
|Media Format|State SUI File Format
|Directory Name|Must be defined or an output file will not be generated
|Media File Name|Must be defined or an output file will not be generated

\\
__Report Filters__
|Select State|Oregon, USA


!!Quarterly UI Wage Magnetic Media Reporting – EFW2 File Format
%%information Please note that the following ‘Not Required’ fields may or may not always contain blanks.%%
%%information Note: Columns with 'OR' indicates that they are an Oregon specific requirement which is not the standard record format.%%

!Record Name: Code RE - Employer Record
||Column||Description||Source
|1-2|Record Identifier|Constant "RE"
|3-39 OR|Not Required|
|40-96|Employer Name|Derived from [IDFDV] Field Identifier: ‘W2-ER-NAME’
|97-118	OR|Employer Location Address|Not Required
|119-140|Employer Delivery Address|Derived from [IDFDV] Field Identifier: ‘W2-ER-DELIV-ADDR’
|141-162|Employer City|Derived from [IDFDV] Field Identifier: ‘W2-ER-CITY’
|163-164|Employer State Abbreviation|Derived from [IDFDV] Field Identifier: ‘W2-ER-STATE’
|165-169|Employer ZIP Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-ZIP’
|170-173|Employer ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘W2-ER-ZIP-EXT’
|174-512 OR|Not Required|

!Record Name: Code RS - Supplemental Record
||Column||Description||Source
|1-2|Record Identifier|Constant "RS"
|3-4|State Code|Appropriate FIPS postal numeric code\\ \\Derived from the State being reported, from [IDFDV] sequence 7000\\   \\Oregon is code ‘41’
|5-9|Taxing Entity Code|Not Required
|10-18|Social Security Number|Derived from [IDFDV] Field Identifier: ‘W2-EE-SSN’\\    \\If an invalid SSN is encountered, this field is entered with zeroes
|19-33|Employee First Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’
|34-48|Employee Middle Name or Initial|Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’
|49-68|Employee Last Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’
|69-94 	OR|Not Required|
|95-116|Employee Delivery Address|Derived from [IDFDV] Field Identifier: ‘W2-EE-DELIV-ADDR’
|117-138|Employee City|Derived from [IDFDV] Field Identifier: ‘W2-EE-CITY’
|139-140|Employee State Abbreviation|Derived from [IDFDV] Field Identifier: ‘W2-EE-STATE’
|141-145|Employee ZIP Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP’
|146-149|Employee ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP-EXT’
|150-196	OR|Not Required|
|197-202|Reporting Period MMCCYY|From user specified Period End Date converted to MMCCYY for the quarter\\   \\e.g. Period End Date = ‘31-Dec-2016’, then reporting period is ‘122016’
|203-213|State Quarterly Unemployment Insurance Total Wages|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.  [RPYEU] will then be 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
|214-247 OR|Not Required|
|248-267|State Employer Account Number (20 characters, no hyphens, right justified and left fill with zeros)|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 OR|Not Required|

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![Notes|Edit:Internal.Tax Reporting - OR]
[{InsertPage page='Internal.Tax Reporting - OR' default='Click to create a new notes page'}]