Table of Contents
- Pennsylvania Annual and Quarterly Reporting
- What's New for W2 Wage Reporting for Tax Year 2011
- Set Up
- IDGV - State Registration
- IDGV - State SUI Registration
- IDGV - Local Registration
- State File Procedures
- Annual W2 Wage Reporting â EFW2 File Format
- State Media Magnetic Media Reporting â EFW2 File Format
- Quarterly UI Wage Reporting â ICESA Format
- Quarterly UI Wage Magnetic Media Reporting - ICESA Format
- ICESA for the State of Montana
- Notes
Pennsylvania Annual and Quarterly Reporting#
What's New for W2 Wage Reporting for Tax Year 2011#
The following changes have been noted for reporting W2 wages to the Federal Government using the standard EFW2 format:- (W2 Form) The âAdvance Earned Income Credit Paymentâ 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, a new field, 'Designated Roth Contributions Under a Governmental 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 Pennsylvania 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 âState Registrationâ for State/Province: Pennsylvania.
- The IDGV Variables tab must be set up for âState Registrationâ for State/Province: Pennsylvania.
- âW2 STATE MEDIA FILINGâ- Enter â02â to generate PA State magnetic media file, then change to â03â for City file.
- RPYEU needs to be run twice to generate file for State of Pennsylvania and then RPYEU needs to be run again to generate city file for Philadelphia. After the State Magnetic media file is generated, if the State Earnings and Taxes need to be included in the Philadelphia City File, the following must be changed:
- âW2 STATE MEDIA FILINGâ - change to â03â to include State information in the city file when Philadelphia file is run.
IDGV - State SUI Registration#
- The IDGV Definitiontab must be set up with âState SUI Registrationâ for State/Province: Pennsylvania.
- The IDGV Variables tab must be set up with âState SUI Registrationâ for State/Province: Pennsylvania.
- âW2 STATE MEDIA FILINGâ- Must be â02â to generate UI wage magnetic media file for state of Pennsylvania.
IDGV - Local Registration#
To report Philadelphia City File:
- IDGV Definition Tab must be set up with âUS Local Registrationâ for each City in the Jurisdiction field:
- IDGV Variables Tab must be set up for âUS Local Registrationâ for Philadelphia:
âW2 STATE MEDIA FILINGâ - Must be â03â to generate City tax information in Local File format âW2 TAX TYPE CODEâ - Must enter âCâ for City Tax âW2 TAXING ENTITYâ - Must be âPHILAâ to generate Philadelphia City File
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:
- âW2 STATE MEDIA FILINGâ 02 â Montana state requires its own file, do not include other state information in the state file.
- for State Registration of Montana, the IDGV Variable:
Annual W2 Wage Reporting â 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 codeâHL$US-W2-2012â) |
Parameters, Period Type: | Year |
Parameters, Period End Date: | Year End Date (i.e. 31-Dec-2011) |
Parameters, Media Format: | State File Format |
The Directory and Media File Name parameters must be populated or an output file will not be produced.
State Media Magnetic Media Reporting â EFW2 File Format#
- Record name
- Code RA - Transmitter Record (same as the federal code RA)
Quarterly UI Wage Reporting â ICESA Format#
RPYEU must be run and the following selected to generate Montana state file information:Media Format: | State SUI File Format |
Select State: | Montana, USA |
- The state of Montana must be selected in the âReport List Filtersâ.
- Annual Form Code â Use the standard supplied form code HL$US-W2-2012. The Variables need to be entered in this form code for specific use in the installation.
- The âQuarterly Form Codeâ must be entered in order to produce the UI wage file in ICESA format.
- Use the supplied form code âHL$US-QTR-2012â. 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.
Notes#
Click to create a new notes page
IDFDV â City Tax Set Up
If City tax applies, The âField Variableâ 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 âW2-CITY-NAMEâ - must be set up Identifier âW2-CI-WAGE-HOMEâ - must be set up Identifier âW2-CI-WAGE-WORKâ - must be set up Identifier âW2-CI-TAX-HOMEâ - must be set up Identifier âW2-CI-TAX-WORKâ - must be set up
STATE FILE PROCEDURE
- The Pennsylvania Department of Revenue accepts filing of W-2s via magnetic media using the EFW2 format
- Record Codes required are: Code RA,RE,RS,RT,RF (other record codes are not required but may be included) - Pennsylvania State requires the PA State Account number to be filed on Code RE record, therefore the user must run RPYEU to generate PA State File for its own State, the user must set up IDGV as follows:
- for State Registration of Pennsylvania, the IDGV Variable: âW2 STATE MEDIA FILINGâ 02 â State requires its own File, do not include other State information in the State File
ANNUAL W2 WAGE REPORTING â EFW2 format
- TClient must run RPYEU and select the following to generate Pennsylvania State file information: Media Format: - State File Format Select State: - Pennsylvania, USA
Report List Filters, Select State: - Pennsylvania, USA Parameters, Annual Form Code: - (example: use standard form codeâHL$US-W2-2012â) 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 â EFW2 Format
Record name: Code RA - Transmitter Record
PHILADELPHIA CITY WEB SITE
- For W2 city filing: http://www.phila.gov/revenue/pdfs/w2_instructions_for_.pdf PHILADELPHIA CITY FILE PROCEDURES
- For 2005 reporting, the Philadelphia City Tax Magnetic Media reporting is reported using the EFW2 format
- Record Codes required are: Code RA,RE,RW,RS
PHILADELPHIA City Wage Reporting
- The user must run RPYEU and select the following to generate Philadelphia City file information: Media Format: - Local File Format Select State: - Pennsylvania, USA Select City: - Philadelphia, PA, USA
PHILADELPHIA CITY MAGNETIC MEDIA REPORTING â EFW2 Format
Record name: Code RA - Transmitter Record (same as federal code RA)
STATE QUARTERLY UI WAGE REPORTING â ICESA format
- The user must run RPYEU and select the following to generate Pennsylvania State file information: Media Format: - State SUI File Format Select State: - Pennsylvania, USA
- The âQuarterly Form Codeâ field must be entered in order to produce the UI file in the ICESA format.
- Client must select state PENNSYLVANIA in the âReport List Filtersâ. - Annual Form Codeâ â use the standard HighLine supplied form code HL$US-W2-2012. You will have to enter the âVariablesâ in this Form Code for use specifically in your installation. - The âQuarterly Form Codeâ must be entered in order to produce UI wage file in ICESA format. â use the HighLine supplied Form Code âHL$US-QTR-2012â.. You will have to enter the âVariablesâ 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.
Quarterly UI Wage Magnetic Media Reporting â ICESA Format
(Please note that the following âNot Requiredâ fields may or may not always contain BLANKS).
Note: Columns marked with PA indicates it is a Pennsylvania specific requirement which is not the standard record format
Record name: Code A - Transmitter Record