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

W2 Annual and Quarterly Processing reports from the employees' QTD information according to client selection criteria to produce Quarterly Wage Report for individual states filing.  Most states accept either the EFW2 or the [ICESA]/[NASWA] wage reporting format. 

For additional information and detailed field description of the [RPYEU] function, please refer to W2 Year End procedure document [PR_US_W2_PROCESS_20yy].

!!Steps
The following steps outline the sequence of events to produce the Quarterly Wage Report File: 
*RPREGT - Produce QTD Register for Quarterly Reporting

*IDFD - Set up Form and File Definition
**This screen specifies the default values for client to enter on [IDFDV].
**The information on this screen is provided using a script, the client only needs to execute the script to load in the most current information for the year.
**Do NOT alter this information in any way without guidance and permission from Support.

*IDFDV- Enter the Variables  
**All clients must enter the [IDFDV] variables for the supplied script file ‘HL$US-W2-ccyy’ (where ccyy denotes the tax year and will be updated each year) must be entered where applicable.  In addition, for the clients who report quarterly wages in the [ICESA]/[NASWA] format, then the [IDFDV] variables for a second supplied script file ‘HL$US-QTR-20yy’ (note the name of this file remains the same for year 2004 onwards)  is also required to be entered where applicable.

*RDFD - To Report the File Definition from IDFD and IDFDV

*RPYEU - Produce US Year/Quarter End Summary Report for the Reporting Year or Quarter
**This report must be used to balance to the QTD Register report (RPREGT) for quarter report.
**Exception messages from this summary Report must be checked and the exceptions corrected.
**Generate State/Local File in the federal file format for states that accept the federal file format
**Generate State/Local File for states with specific file format requirement
**[RPYEU] must be run one state at a time to generate state specific files
**Each state may have its own requirement, you must check with Support to verify if the state is supported prior to running [RPYEU] for a specific state file
**Generate XML file to feed into RPW2 program to print W2 forms for year end reporting
**In utility trace mode, [RPYEU] generates dynamic SQL Select statement and trace file for debugging

!!General Set Up
Only employees in entities with a government registration set up for ‘State SUI Registration’ will be selected.

!IMUF – Define User Fields
__Define User Fields for P2K_CM_GOVT_REGISTRATIONS (IDGV)__\\The following user fields are used on the [IDGV Variables|IDGV#VariablesTab] tab and must be set up on [IMUF].
*W2 STATE MEDIA FILING
*W2 TAX TYPE CODE
*W2 TAXING ENTITY
*W2 WAGE PLAN CODE
*W2 BRANCH CODE
For Quarterly Reporting in Non-EFW2 file format, these User Defined Fields (UDF) are used when client is using ‘HL$US-QTR-20yy’ form code.

The following UDFs must be set up on [IMUF]:
||Table||User Field Name||Prompt||Field Type||Field Sequence				
|[P2K_CM_GOVT_REGISTRATIONS]|QTR TAXES DUE|QTR Taxes Due|Char|1000
|[P2K_CM_GOVT_REGISTRATIONS]|QTR PREV UNDERPAYMENT|QTR Prev Underpayment|Char|1010
|[P2K_CM_GOVT_REGISTRATIONS]|QTR INTEREST|QTR Interest|Char|1020
|[P2K_CM_GOVT_REGISTRATIONS]|QTR PENALTY| QTR Penalty|Char|1030
|[P2K_CM_GOVT_REGISTRATIONS]|QTR CR OVERPAYMENT|QTR CR Overpayment|Char|1040
|[P2K_CM_GOVT_REGISTRATIONS]|QTR ER ACCESS RATE|QTR ER Access Rate|Char|1050
|[P2K_CM_GOVT_REGISTRATIONS]|QTR ER ACCESS AMT|QTR ER Access Amt|Char|1060
|[P2K_CM_GOVT_REGISTRATIONS]|QTR EE ACCESS RATE|QTR EE Access Rate|Char|1070
|[P2K_CM_GOVT_REGISTRATIONS]|QTR EE ACCESS AMT|QTR EE Access Amt|Char|1080
|[P2K_CM_GOVT_REGISTRATIONS]|QTR PAYMENT DUE|QTR Payment Due|Char|1090
|[P2K_CM_GOVT_REGISTRATIONS]|QTR ALLOCATION AMT|QTR Allocation Amt|Char|1100
|[P2K_CM_GOVT_REGISTRATIONS]|QTR REFERENCE NUMBER|QTR Reference Number|Char|1110

__Define User Fields for P2K_CM_DEPARTMENT_DETAILS (IDDP)__\\The following user fields are used on [IDDP] and must be set up on [IMUF].
*SUI ER NUMBER
*W2 DESTINATION

||Table||User Field Name||Prompt||Field Type||Field Sequence						
|[P2K_CM_DEPARTMENT_DETAILS]|SUI ER NUMBER|SUI ER Number|Char|20	
|[P2K_CM_DEPARTMENT_DETAILS]|W2 DESTINATIONW2|Destination|Char|30	

Some states require SUI ER Number by department, in this case, the [IDDP] User Field ‘SUI ER Number’ may be required.  

For example, the State of Minnesota requires the Quarterly file to be reported by MN State Unemployment Insurance Account Number and MN Employer Unit Number, and these two numbers are defined at the department level, therefore, the client must set up the UDF ‘SUI ER Number’ for each department
e.g. For ‘Planning & Zoning’ department, the MN number is ‘7977999-004’.  Therefore on [IDDP], the client should  set the UDF ‘SUI ER Number’ = 7977999-004 on [IDDP]

*If the ‘SUI ER Number’ is not set up for a department, then the SUI ER Number from [IDGV] is used.
*Note that on [IDDP], the detail section of the screen must be clicked first and then the UDF button must be clicked in order to get to the UDF screen.
* ‘W2 Destination’ may be entered for distributing the W2 forms by department.\\   \\
__Define User Fields for P2K_HR_IDENTITIES (IEID screen)__\\The following user fields are used on [IEID] and must be set up on [IMUF]:
*‘W2 DESTINATION’
*‘MMREF PROBATIONARY’
*‘MMREF OFFICER CODE’

||Table||User Field Name||Prompt||Field Type||Field Sequence					
|[P2K_HR_IDENTITIES]|W2 DESTINATION|W2 Destination|Char|50	
|[P2K_HR_IDENTITIES]|MMREF PROBATIONARY	MMREF|Probationary|	|60	
|[P2K_HR_IDENTITIES]|MMREF OFFICER CODE	MMREF|Officer Code|Char|70	

!IEID – Employee Identity Screen User Field
The W2 Destination ‘MMREF Officer Code’ may be entered for the employee
*MMREF Probationary code is not used by all states (i.e. the state of Minnesota does not require this code)
*MMREF Officer code is not required by all states (i.e. The  file code RS record position 341, State of Minnesota requires reporting of the Officer Code for the employee. If then the employee qualifies as an Officer for the state of Minnesota, the client should enter ‘Y’ on ‘MMREF Officer Code’ field).

!IDGV - Define Government Registrations
‘Federal Registration’ must be set up on [IDGV] for Country ‘USA’ with valid ‘Employer Identification Number’ by ‘Government Registration Set’ by Entity.
\\    \\
__Clients with One Federal Registration__
If you have one Federal registration, one government set of registrations should be defined, e.g. ‘Main Registration Set’. 
 
Then within this set of Government Registrations, the Federal/State/Local Registrations will need to be set up on [IDGV].  

On [IDGV], Federal Registration should be set up with Registration Type = ‘US Fed Regist 1’.

%%information Note, if Registration Type ‘US Fed Regist 1’ is used, then the FICA registration should be defined using Registration Type = ‘US FICA Regist 1’.%%

__Clients with Multiple Federal Registrations__
For client with multiple federal registrations, there are two options:
#‘Main Registration Set’ can be used; in this case Registration Type ‘Fed Regist 1’, ‘Fed Regist 2’ up to ‘Fed Regist 9’ need to be set up.  This allows for up to nine federal registrations.
#Multiple ‘Registration Set’ can also be used, in this case  Registration Type ‘Fed Regist 1’, ‘Fed Regist 2’ up to ‘Fed Regist 9’ need to be set up.  This allows for unlimited number of Federal Registrations.

%%information Note, if Registration Type ‘US Fed Regist 1’ is used, then the FICA registration should be defined using Registration Type = ‘US FICA Regist 1’.  If ‘US Fed Regist 2’ is used, then use ‘US FICA Regist 2’.   If ‘US Fed Regist 3’ is used, then use ‘US FICA Regist 3’, etc.\\   \\i.e. At Federal level, always match the last digit of the registration type.  This is similar to ‘Regist Type’ at State/Local Registration levels .%%

‘Govt Registration Set’ may be used to group similar Registrations together.  For Example:

||Govt Registration Set||Meaning
|MAIN REGIST|Used as a default to group all registrations initially
|REGIST 2|Another set may be defined for all level of registrations for this set
|FED REGIST|Federal level registrations for this set may be defined
|STATE REGIST|State level registrations for this set may be defined
|LOCAL REGIST|Local level registrations for this set may be defined
|FULLTIME REGIST|Registrations for Full time employees for this set may be defined
|PARTTIME REGIST|Registrations for Part time employees for this set may be defined
|SEASONAL REG|Registrations for Seasonal employees for this set may be defined
|STATE OHIO|Registrations for Ohio may be defined for this set only

The [IDGV] ‘Govt Registration Set’ is then used on the [IDGR Registration|IDGR#RegistrationTab] tab for each of the Federal/State/Local levels.  

!IDGR - Define Group for Federal/State/Local Govt Registration
The Federal/State/Local Government Registrations are entered on the [IDGR Registration|IDGR#RegistrationTab] tab.  

%%warning IMPORTANT: Federal/State/Local Registration MUST not be changed for a Group for different effective date records.%%

[UPCLOZ] program will not cut new YTD records if the group changes effective date.  Therefore, if a group requires a change to the registration numbers, either a new group should be created or all the effective records should be changed to the same registration numbers.

For each group, at Federal level, the Federal Registration number is retrieved according to the ‘Fed Regist Set’ and ‘Fed Regist Type’ from [IDGV] and then displayed on [IDGR].

For each group, at State/Prov level, a ‘State/Prov Set’ and ‘State/Prov Type’ can be pointed to.  Since each group can be paid in many different states or provinces, the State/Prov Registration number cannot be displayed on [IDGR].  For each employee belong to this group, the State/Prov Registration Number is retrieved from [IDGV] by ‘State/Prov Set’, ‘State/Prov Type’ and the State/Prov of this employee.

At local level, the Local Registration number is retrieved from [IDGV] by ‘Local Regist Set’, ‘Local Regist Type’ and the GEO Local of this employee.

!!State Level Set Up
The following levels of Government Registration must be set up for the state to be reported

!IDSP- Define States
*An entry must exist for a state on [IDSP] in order for the state to be reported.
*An entry must exist on [IDGV] for a state with the ‘State Registration’ in order for the state to be reported.
*If a state is missing on [IDGV], [RPYEU] will create a default entry for that state with Regist Number 0 and issue a warning.  The correct State Registration Number must be provided for that State in order to file to the State government

||State/Prov Code||State/Prov Name||Country
|FL|FLORIDA|USA			
|GA|GEORGIA|USA			
|HI|HAWAII|USA			

!IDCN - Define Counties
*If there is county tax applicable for a state, an entry must exist for the County code on the [IDCN] in order for the county tax to be reported
*The County code is the first two segments of the GEO code.  For example, in Indiana, GEO code ‘15-097-0670’ is for the city of Indianapolis, the County Code ‘15-097-0000’ is for Marion county, therefore set up County code ‘15-097-0000’ ‘Marion’ on [IDCN].
*The GEO and County codes are provided by Vertex for US taxation, please refer to the 'Vertex GEO Codes List' booklet and enter the required county codes on [IDCN].
*An entry must exist on [IDGV] with ‘Local Registration’ for a county in order for the County tax to be reported

||County||County Code||State/Province
|MARIN|05-041-0000|CALIFORNIA, USA
|MARION|01-093-0000|ALABAMA, USA
|MARION|15-097-0000|INDIANA, USA
|MARIPOSA|05-043-0000|CALIFORNIA, USA

!IDSD - Define School Districts
An entry must exist for a school district in order for the School District tax to be reported

||School District||School District Name||County||State/Province
|2504|Grandview Heights City S.D.|FRANKLIN, OH, USA|OHIO, USA
|40140|Crestwood|LUZERINE, PA, USA|PENNSYLVANIA, USA
|40160|Dallas|LUZERINE, PA, USA|PENNSYLVANIA, USA
|40260|Greater Nanticoke Area|LUZERINE, PA, USA|PENNSYLVANIA, USA

!IDTX - Define Tax Jurisdictions
*An entry must exist at the ‘State Level’ in order for the state tax to be reported.  Note that the ‘State Level’ GEO code entry must end with ‘000-0000’ (i.e. 05-000-000 for the state of California).
*An entry must exist at the ‘City level’ for a tax jurisdiction in order for the city tax to be reported
*An entry must exist on [IDGV] with ‘Local Registration’ for a city in order for the City tax to be reported
*The FIPS code in this [IDTX]screen is currently not being used by the [RPYEU] program.  (The [RPYEU] program derives the FIPS code automatically.)

!IDGV	- Define Government Registrations
__Define State Government Registrations for the State in the ‘Definition’ Tab__
For example, the state of Arizona:
*Enter the Arizona State Employer Account Number on the ‘Number’ field
*Then enter the various State Government W2 (Quarter) information for the State in the [Variables|IDGV#VariablesTab] tab.
*Use ‘02’ for W2 State Media Filing if the wage information is for a state only and contains no other state info.

The following levels of Government Registration must be set up for the Federal, State, County, City and School tax reporting.

;Federal Level:
One or multiple Federal Government Registrations must exist for each entity with ‘Govt Regist Set’, ‘US Fed Regist 1’, etc.

;State Level:
*An entry must exist for each state for an entity with ‘State Registration’.
*When clients are defining the ‘State Registration’, the client must also set up the ‘Variables’ tab.
*The fields on the [IDGV Variables|IDGV#VariablesTab] tab are first defined on [IMUF] for [P2K_CM_GOVT_REGISTRATIONS] automatically by [RPYEU].
*Many fields in the [IDGV Variables|IDGV#VariablesTab] tab applies to different states at the State level and/or Local level.  These variables must be defined at the State/Local levels whenever applicable.

*On [IDGV Variables|IDGV#VariablesTab] tab, the variable ‘W2 State Media Filing’ must be set up to indicate if this state requires to produce a W2 File (or Quarterly File) for the state.

*The ‘W2 State Media Filing’ values are:
**00 – Not required to file magnetic media to the state
**01 – Include State code RS record in the federal file, federal file can be sent to the state
**02 – State requires its own file, do not include other state information in the state file

*If the State file layout is conforming to the standard Federal SSA Code RS format and the State accepts a copy of the Federal file that includes the code RW records, the ‘W2 State Media Filing’ variable  = ‘01’ should be set up
*When [RPYEU] is run, the State Information code RS record will automatically be generated in the federal file, a copy of the federal file needs only to be sent to the state

*If the state does not accept other state’s information in their state file, ‘W2 State Media Filing’ variable = ‘02’ should be set up.
*When [RPYEU] is run, it should be selected to run by one state at a time and the Media Format = ‘State File Format’.
*Then if the state has its own specific state file layout, [RPYEU] will generate the state file in the specific file layout, otherwise the generic Federal code RS format layout is used.
*If the state requires its own state file layout, please check section IV for a list of States that are supported

;Local Level:
*For an entity with ‘Local Registration’, an entry must exist for each county in order for the County tax to be reported
*For an Entity with ‘Local Registration’, an entry must exist for each city in order for the City tax to be reported
*Many fields in the [IDGV Variables|IDGV#VariablesTab] tab apply to different states at the State level and/or Local level.  These variables must be defined at the State/Local levels whenever applicable.

*When the ‘Local Registration’ is defined, the [IDGV Variables|IDGV#VariablesTab] tab can be optionally set up to indicate if this Local requires to be filed via magnetic media on a W2 File:
**'W2 STATE MEDIA FILING'
**'W2 TAX TYPE CODE'
**'W2 TAXING ENTITY'

*The ‘W2 State Media Filing’ values are:
**00 – Not Required to File Magnetic Media
**01 – Include Local Information in Code RS Record for Federal File Format
**02 – Include Local Information in Code RS Record for the State File Format
**03 – Local Requires Its Own File, Do Not Include Other Local Information in the File

*If the Local information is to be reported along with the Federal File Code RS information, the ‘W2 State Media Filing’ variable should be set to ‘01’ for this local.
*Then when [RPYEU] is run, the State Information Code RS record will be generated along with the Local information

*If the Local information is to be reported along with the State File Code RS information, the ‘W2 State Media Filing’ variable should be set to ‘02’ for this Local
*Then when [RPYEU] is run for a state, the State Information Code RS record will be generated along with the Local information.

*If the Local requires its own format, the ‘W2 State Media Filing’ variable should be set to ‘03’
*Then when [RPYEU] is run and the client selects to generate ‘Local File format’, the client must also select the specific City or County, then the Local file format will be generated
%%information NOTE: This feature requires specific program logic for each Local, please check with Support to see if the local is supported.%%

If ‘W2 State Media Filing’ is set up for a Local, then the [IDGV Variables|IDGV#VariablesTab] tab must also be set up: 
*‘W2 TAX TYPE CODE’ - to contain one of the following values:
**C – City Income Tax
**D – County Income Tax
**E – School District Income Tax
*‘W2 TAXING ENTITY’- to define the five characters Taxing Entity code for each Local.
**e.g. Ohio Cleveland would be ‘200’, refer to Cleveland filing requirement
**e.g. Indiana would contain the two digits County code supplied by Indiana

;School Level:
*For an entity with ‘School Registration’, an entry must exist for each school district for the school tax to be reported
*When clients are defining the ‘School Registration’, the [IDGV Variables|IDGV#VariablesTab] tab must be set up for:
**'W2 STATE MEDIA FILING'
**'W2 TAX TYPE CODE'
**'W2 TAXING ENTITY'

*The ‘W2 State Media Filing’ values are:
**00 – Not Required to File Magnetic Media
**01 – Include School Information in Code RS Record for Federal File Format
**02 – Include School Information in Code RS Record for the State for State File Format
**03 – Include School Information in Code RS Record for the Local File Format

*If the School information is to be reported along with the Federal File Code RS information, the ‘W2 State Media Filing’ variable should be set to ‘01’ for this Local
*Then when [RPYEU] is run, the State Information Code RS record will be generated along with the School information

*If the School information is to be reported along with the State File Code RS information, the ‘W2 State Media Filing’ variable should be set to ‘02’ for this Local
*Then when [RPYEU] is run, the State Information Code RS record will be generated along with the School information

*If the School requires its own format, the ‘W2 State Media Filing’ variable should be set to ‘03’
%%information Note: This feature requires specific program logic for each school, please check with Support to see if the local is supported.%%

If ‘W2 State Media Filing’ is set up for a school, then the [IDGV Variables|IDGV#VariablesTab] tab must also be set up:
*‘W2 TAX TYPE CODE’ to contain one of the following values:
**E – School District Income Tax
*‘W2 TAXING ENTITY’ to define the five characters School District code

!IDGV - Define State SUI Registrations for Quarterly Filing
When running [RPYEU] with Calendar Type = ‘Q’ for a quarter, each State must set up with ‘US SUI Regist’.  The last digit of ‘US SUI Regist’ Registration type must match the last digit of ‘US State Regist’ Registration type.  i.e. ‘US State Regist 1’ should also define ‘US SUI Regist 1’, ‘US State Regist 2’ should also define ‘US SUI Regist 2’, etc.

According to each state’s quarterly filing format, some states may require submission of Taxes Due, Previous Underpayment etc.  For each quarter, the [IDGV Variables|IDGV#VariablesTab] tab must be defined for these quarterly amount for the proper ‘US SUI Regist’ prior to running [RPYEU].
*For example, if ‘QTR Penalty is $590.26; then enter ‘590.26’ in the ‘QTR Penalty’ field in the [IDGV Variables|IDGV#VariablesTab] tab.

%%information Please note each QTR field’s decimal point and enter in the above format.  Also note that each applicable ‘Govt Rate Type’ in the bottom part of the screen must also be setup, these includes the SUI maximum base amount, SUI ER rate, etc..%%

Define SUI Registration, the ‘US SUI Regist 1’ Registration Type must be defined for the state in order to run the UI report file.
*An SUI entry must exist for each state within an entity with ‘State Registration’
*The ‘W2 Taxing Entity’ entry in the [Variables|IDGV#VariablesTab] tab of the US SUI Registration screen is used to populate the ‘Taxing Entity Code’ column in the State Record for Quarterly UI Wage reporting.

!IDGV – Government Registration for SDI (Optional)
Define ‘US SDI Registration’ for each state, if required (such as in California).
Enter the California State Employer Account Number (SEAN) for SDI on the ‘Number’ field if applicable
|‘W2 STATE MEDIA FILING’|Enter ‘02’ to generate state magnetic media file for each state only
|‘W2 WAGE PLAN CODE’|Enter the Wage Plan Code for the State Employer Account Numbers (SEANs)\\  \\For ‘US SDI Registration’, enter the SDI (SDI Reporting) Wage Plan Code
|‘W2 BRANCH CODE’|If the client is registered with the Department as a branch coded Employer, then enter the three character branch code\\  \\If not applicable, ‘000’ should be entered

!!Local Level Set Up
!IDGV - Local Registration
To report the Ohio City tax, [IDGV] must be set up with ‘US Local Registration 1’ for each city in the Jurisdiction field:

The [IDGV Variables|IDGV#VariablesTab] tab must be set up for ‘US Local Registration 1’ 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 state if required (i.e. Ohio)

!IDFDV- Define Table Column Values
The ‘Field Variable’ column must be set up in [IDFDV] for the Form Definition that is being used for [RPYEU] reporting.  The following example shows what might be setup in that column.
%%Information: Note that all the other columns are all predefined in [IDFD] and may not be changed in [IDFDV].%%
||Seq||Field Identifier||Description||Level||Prompt||Field Source||Field Variable
|1010|TRAN EIN|Transmitter EIN|Transmittal|TRAN EIN|Constant|9876542103
|1020|TRAN ADDR IND|Trans Foreign Address|Transmittal|TRAN ADDR IND|Constant|
|1030|TRAN NAME|Transmitter Name|Transmittal|TRAN NAME|Constant|HIGH LINE CORP
|1040|TRAN ADDRESS|Transmitter Address|Transmittal|TRAN ADDRESS|Constant|100 WOODBINE AVENUE
|1050|TRAN CITY|Transmitter City|Transmittal|TRAN CITY|Constant|MARKHAM

!IDFDV – City Tax Set Up
If City tax applies, [IDFDV] must be set up.  The following example shows a possible setup in the ‘Field Variable' column. 
%%Information Note that all the other columns are all predefined in [IDFD] and may not be changed in [IDFDV].%%
||Seq||Field Identifier||Description||Level||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)|Local|18-Home City Wage|Element|W2-CI-WAGE-RES
|8520|W2-CI-WAGE-WORK|Local Wage (Work)|Local|18-Work City Wage|Element|W2-CI-WAGE-WORK
|8530|W2-CI-TAX-HOME|Local Tax (Home)|Local|19-Home City Tax|Element|W2-CI-TAX-RES
|8540|W2-CI-TAX-WORK|Local Tax (Work)|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

!IDFDV – Form Definition Variables
__Definition for file HL$US-W2-ccyy (Mandatory for all Quarterly Report Filers)__

;IDFD FORM:HL$US-W2-ccyy - supplied, where ‘ccyy’ denotes the tax reporting year
;IDFD FORM TYPE:US EFW2 definition - indicate the W2 definition is for EFW2 filing format

||Seq||Field Identifier||Description||Suggested Source||Suggested Variable				
|1000|SUB-ER-EIN|Submitter’s Employer EIN|Constant|9 characters EIN
|1010|SUB-PIN-NUMBER|Personal Identification Number|Constant|17 characters assigned to you as PIN#
|1020|SUB-RESUB-IND|Resubmit Indicator|Constant|Enter 1 if file is resubmitted, else 0
|1030|SUB-RESUB-WFID|Resubmit SSA WFID from notice|Constant|If resubmit, enter SSA WFID from notice.
|1040|SUB-SOFTWARE|Submitter Software Code|Constant|Enter your company data
|1050|SUB-COMP-NAME|Company Name receive EFW2|Constant|Enter Company name who receive EFW2 
||    ||             ||                         ||         ||     
|1060|SUB-COMP-LOCN|Company Location Address|Constant|Enter company’s location address. i.e. Attention, Suite, Room Num, etc.
|1070|SUB-COMP-DELIV|Company Delivery Address|Constant|Enter company’s delivery address i.e. Street or Post Office Box
|1080|SUB-COMP-CITY|Company’s City|Constant|Enter company’s city
|1090|SUB-COMP-STATE|Company’s State Abbrev|Constant|Enter company’s State Abbreviation
|1100|SUB-COMP-ZIP|Company’s ZIP Code|Constant|Enter company’s ZIP code
|1110|SUB-COMP-ZIP-EXT|Company’s ZIP Code Extension|Constant|Enter company’s ZIP code extension
|1120|SUB-COMP-F-STATE|Company’s foreign State/province|Constant|Enter company’s foreign state
|1130|SUB-COMP-F-POST|Company’s country if applicable|Constant|Enter company’s foreign postal code
|1140|SUB-COMP-COUNTRY|Company’s country if applicable|Constant|Enter company’s country if applicable
|1150|SUB-SUBM-NAME|Submitter Organization Name|Constant|Organization Name to receive
|1160|SUB-SUBM-LOCN|Submitter Location Address|Constant|Enter submitter location address (i.e. Attention, Suite, Room Num etc.)
|1170|SUB-SUBM-DELIV|Submitter Delivery Address|Constant|Enter submitter delivery address (i.e. Street or Post Office Box)
|1180|SUB-SUBM-CITY|Submitter City|Constant|Enter submitter city
|1190|SUB-SUBM-STATE|Submitter State Abbrev|Constant|Enter submitter State Abbreviation
|1200|SUB-SUBM-ZIP|Submitter ZIP Code|Constant|Enter submitter ZIP code
|1210|SUB-SUBM-ZIP-EXT|Submitter ZIP Code Extension|Constant|Enter submitter ZIP code extension, including the hyphen. 
|1220|SUB-SUBM-F-STATE|Submitter foreign State/province|Constant|Enter submitter foreign state/province
|1230|SUB-SUBM-F-POST|Submitter foreign postal code|Constant|Enter submitter foreign postal code
|1240|SUB-SUBM-COUNTRY|Submitter country if applicable|Constant|Enter submitter country if applicable
|1250|SUB-CONT-NAME|Contact name for SSA|Constant|Enter your company data
|1260|SUB-CONT-TEL|Contact telephone # for SSA|Constant|Enter your company data
|1270|SUB-CONT-TEL-EXT|Contact telephone extension|Constant|Enter your company data
|1280|SUB-CONT-EMAIL|Contact e-mail address for SSA|Constant|Enter your company data
|1290|SUB-CONT-FAX|Contact FAX phone # for SSA|Constant|Enter your company data
|1300|SUB-CONT-METH|Preferred Contact method|Constant|Enter your company data
|1310|SUB-PREPARER|Preparer Code|Constant|Enter your company data
|1480|SUB-3RD-PARTY-SICK|Third-Party Sick Pay Indicator|Constant|Enter your company data
|1490|SUB-3RD-PARTY-TAX|Income Tax Withheld by 3rd Party|Constant|Enter your company data
|1500|W2-ER-AGENT-IND|Agent Indicator Code|Constant|If applicable, enter appropriate code
|1510|W2-ER-FOR-EIN|Agent for which EIN|Constant|If you are an agent, enter the EIN for 
|1520|W2-ER-TERM-BUS|Terminating business indicator|Constant|Enter appropriate code from SSA
|1530|W2-ER-ESTAB|Establishment Number|Constant|Further identify within EIN
|1540|W2-ER-OTHER-EIN|Other EIN|Constant|Other EIN used
||    ||             ||                         ||         ||  				
|2000|W2-ER-EIN|Employer Identification Number|Data Base Column|DGV.GOVT_REGIST_NUMBER
|2010|W2-ER-NAME|Employer Name|Data Base Column|DED.ENTITY_NAME
|2020|W2-ER-LOCN-ADDR|Employer Location Address|Data Base Column|Enter employer’s location address (i.e. Attention, Suite, Room Num etc. use DLN.ADDRESS_LINE_1 or DLN.ADDRESS_LINE_2)
|2030|W2-ER-DELIV-ADDR|Employer Delivery Address|Data Base Column|Enter employer’s delivery address (i.e. Street or Post Office Box, use DLN.ADDRESS_LINE_1 or DLN.ADDRESS_LINE_2)
|2040|W2-ER-CITY|Employer City|Data Base Column|Enter employer’s city DLN. LOCALITY
|2050|W2-ER-STATE|Employer State Abbrev|Data Base Column|Enter employer’s State abbreviation
|2060|W2-ER-ZIP|Employer ZIP Code|Data Base Column|Enter employer’s ZIP Code DLN.ZIP_POSTAL
|2070|W2-ER-ZIP-EXT|Employer ZIP Extension|Data Base Column|Enter employer’s ZIP Code DLN.ZIP_POSTAL, use derivation expression  substr(~,6) for ZIP extension
|2080|W2-ER-F-STATE|Employer foreign State/province|Data Base Column or Constant|Enter Employer foreign state
|2090|W2-ER-F-POSTAL|Employer foreign postal code|Data Base Column or Constant|Enter Employer foreign state
|2100|W2-ER-COUNTRY|Employer country if applicable|Constant|Enter Employer country if applicable
|2110|W2-ER-TAX-JURIS|Tax Jurisdiction Code|Constant|Enter Employer country if applicable
|2120|W2-KIND-OF-EMPLOYER|Kind of Employer|Constant|	
||    ||             ||                         ||         || 				
|2500|W2-EE-SSN|Employee Social Security Number|Data Base Column|EID.GOVERNMENT_CODE
|2510|W2-EE-FIRST-NAME|Employee First Name|Data Base Column|EID.FIRST_NAME
|2520|W2-EE-MIDDLE|Employee Middle Name|Data Base Column|EID.MIDDLE_NAME
|2530|W2-EE-LAST-NAME|Employee Last Name|Data Base Column|EID.LAST_NAME
|2540|W2-EE-SUFFIX|Employee Suffix Name|Data Base Column|EID.RANK with derivation expression Decode(~,’01’,’JR’,’02’,’SR’,NULL)
|2600|W2-EE-LOCN-ADDR|Employee Location Address|Data Base Column|Enter employee’s location address (i.e. Attention, Suite, Room Num etc., use EPS.ADDRESS_LINE_1 or EPS.ADDRESS_LINE_2)
|2610|W2-EE-DELIV-ADDR|Employee Delivery Address|Data Base Column|Enter employee’s delivery address (i.e. Street or Post Office Box, use EPS.ADDRESS_LINE_1 or EPS.ADDRESS_LINE_2)
|2620|W2-EE-CITY|Employee City|Data Base Column|Enter employee’s city EPS.LOCALITY
|2630|W2-EE-STATE|Employee State Abbrev|Data Base Column|Enter employee’s State abbreviation DSP.STATE_PROVINCE_CODE
|2640|W2-EE-ZIP|Employee ZIP Code|Data Base Column|Enter employee’s ZIP Code EPS.ZIP_POSTAL
|2650|W2-EE-ZIP-EXT|Employee ZIP Extension|Data Base Column|Enter employee’s ZIP Code EPS.ZIP_POSTAL-use derivation expression substr(~,6) for ZIP extension
|2660|W2-EE-F-STATE|Employee foreign State/province|Data Base Column or Constant|Enter Employee foreign state
|2670|W2-EE-F-POSTAL|Employee foreign postal code|Data Base Column or Constant|Enter Employee foreign postal code
|2680|W2-EE-COUNTRY|Employee country if applicable|Constant|Enter Employee country if applicable
|2800|W2-CONTROL-PRT|Print Control Number on Form|Constant|	
|2810|W2-CONTROL-NUM|Control Number on Form|Data Base Column|Person Code
|2900|W2-EXCLUDE-EE|Exclude Employee|Data Base Column|Enter your company data
||    ||             ||                         ||         ||   				
|3000|W2-FIT-WAGE|Wages, Tips, Other Compensation|Element|W2-BOX-01
|3010|W2-FIT-TAX|Federal Income Tax Withheld|Element|W2-BOX-02
|3020|W2-SSN-WAGE|Social Security Wages|Element|W2-BOX-03,- use derivation expression LEAST(~,80400.00) for year 2001 max
|3030|W2-SSN-TAX|Social Security Tax Withheld|Element|W2-BOX-04,- use derivation expression LEAST(~,4984.80) for year 2001 max
|3040|W2-MEDI-WAGE|Medicare Wages and Tips|Element|W2-BOX-05
|3050|W2-MEDI-TAX|Medicare Tax Withheld|Element|W2-BOX-06
|3060|W2-SSN-TIP|Social Security Tips|Element|W2-BOX-07
|3070|W2-ALLOC-TIP|Allocated Tips|Element|W2-BOX-08
|3080|W2-EIC|Advanced EIC Credit|Element|W2-BOX-09
|3090|W2-DEP-CARE|Dependent Care Benefit|Element|W2-BOX-10
|3100|W2-NQUAL|Non Qualified Plans|Element|W2-BOX-11
|3102|W2-NQUAL-457|Non Qualified Plans Sect 457|Element|W2-BOX-11-457
|3104|W2-NQUAL-N457|Non Qualified Plans Not Sect 457|Element|W2-BOX-11-N457
||    ||             ||                         ||         ||    				
|4000|W2-CODE-A|Un-collect SSA/RRTA tax on tips|Pay Component|Enter your company data
|4010|W2-CODE-B|Un-collect Medicare tax on tips|Pay Component|Enter your company data
|4020|W2-CODE-C|Group Term Life Ins > 50000|Pay Component|Enter your company data
|4030|W2-CODE-D|Deferred 401(k) cash|Pay Component|Enter your company data
|4040|W2-CODE-E|Deferred 401(b) Salary reduction|Pay Component|Enter your company data
|4050|W2-CODE-F|Deferred 408(k)(6) Salary reduction|Pay Component|Enter your company data
|4060|W2-CODE-G|Deferred 457(b) compensation|Pay Component|Enter your company data
|4070|W2-CODE-H|Deferred 501(c)18(D) tax exempt|Pay Component|Enter your company data
|4080|W2-CODE-J|Non taxable sick pay|Pay Component|Pay Component|Pay Component|Enter your company data
|4090|W2-CODE-K|20% excise parachute payment|Pay Component|Enter your company data
|4100|W2-CODE-L|EE business expense reimbursement|Pay Component|Enter your company data
|4110|W2-CODE-M|Un-collect SSA/RRTA group ins|Pay Component|Enter your company data
|4120|W2-CODE-N|Un-collect Medicare group insurance|Pay Component|Enter your company data
|4130|W2-CODE-P|Moving expense|Pay Component|Enter your company data
|4140|W2-CODE-Q|Military compensation|Pay Component|Enter your company data
|4150|W2-CODE-R|Employer Contribution to MSA|Pay Component|Enter your company data
|4160|W2-CODE-S|Salary reduction to 408(p)|Pay Component|Enter your company data
|4170|W2-CODE-T|Adoption benefits|Pay Component|Enter your company data
|4180|W2-CODE-V|Income of nonstat stock option|Pay Component|Enter your company data
|4190|W2-CODE-W|ER cont. to Health Savings Acct|Pay Component|Enter your company data
|4200|W2-CODE-Y|Deferrals 409A Non-qualify plan|Pay Component|Enter your company data
|4210|W2-CODE-Z|Income 409A Non-qualify plan|Pay Component|Enter your company data
|4220|W2-CODE-AA|Roth Contribution 401(k)|Pay Component|Enter your company data
|4230|W2-CODE-BB|Roth Contribution 403(b)|Pay Component|Enter your company data
|4240|W2-CODE-CC|HIRE Act Wages|Pay Component|Enter your company data
|4250|W2-CODE-DD|ER sponsored Health Coverage|Pay Component|Enter your company data
|4260|W2-CODE-EE|Roth Contribution 457(b)|Pay Component|Enter your company data
||    ||             ||                         ||         ||   				
|5000|W2-OTHER-01|Your company description|Pay Component|Enter your company data
|5nnn|W2-OTHER-02/19|Your company description|Pay Component|Enter your company data
|5190|W2-OTHER-20|Your company description|Pay Component|Enter your company data
||    ||             ||                         ||         ||     				
|5500|W2-USER-01|User Amount|Pay Component|Enter your company data
|5xxx|W2-USER-02/19|User Amount|Pay Component|Enter your company data
|5690|W2-USER-20|User Amount|Pay Component|Enter your company data
||    ||             ||                         ||         ||    				
|5700|W2-HL-01|HL Reserved Amount|Pay Component|Enter your company data
|57yy|W2-HL-02/19|HL Reserved Amount|Pay Component|Enter your company data
|5790|W2-HL-20|HL Reserved Amount|Pay Component|Enter your company data
||    ||             ||                         ||         ||    				
|6000|W2-STAT-EE|Statutory employee|Statistics|Enter your company data
|6020|W2-RETIRE-PLAN|Retirement plan employee|Statistics|Enter your company data
|6060|W2-3PARTY-SICK|Third-party sick pay|Statistics|Enter your company data
||    ||             ||                         ||         ||    				
|6500|W2-SCHL-WAGE|School Taxable Wages|Element|W2-SCHL-WAGE
|6510|W2-SCHL-TAX|School Tax|Element|W2-SCHL-TAX
||    ||             ||                         ||         ||    				
|7000|W2-STATE-CODE|State Code|Data Base Column|DSP.STATE_PROVINCE_CODE
|7010|W2-STATE-REGIST|State Registration I.D. No|Data Base Column|DGV.GOVT_REGIST_NUMBER
|7020|W2-STATE-WAGE-HO|State Wages and Tips (Home State)|Element|W2-STATE-WAGE-H
|7030|W2-STATE-WAGE-WO|State Wages and Tips (Work State)|Element|W2-STATE-WAGE-W
|7040|W2-STATE-TAX-HOM|State Income Tax (Home State)|Element|W2-STATE-TAX-H
|7050|W2-STATE-TAX-WOR|State Income Tax (Work State)|Element|W2-STATE-TAX-W
||    ||             ||                         ||         ||    				
|7200|W2-SUI-WAGE-EE|State SUI Wages (Employee)|Element|W2-SUI-WAGE-EE
|7210|W2-SUI-WAGE-ER|State SUI Wages (Employer)|Element|W2-SUI-WAGE-ER
|7220|W2-SUI-TAX-EE|SUI Tax (Employee contribution)|Element|W2-SUI-TAX-EE
|7230|W2-SUI-TAX-ER|State SUI Tax (Employer contribution)|Element|W2-SUI-TAX-ER
|7240|W2-SDI-WAGE-EE|State SDI Wages (Employee)|Element|W2-SDI-WAGE-EE
|7250|W2-SDI-WAGE-ER|State SDI Wages (Employer)|Element|W2-SDI-WAGE-ER
|7260|W2-SDI-TAX-EE|State SDI Tax (Employee contribution)|Element|W2-SDI-TAX-EE
|7270|W2-SDI-TAX-ER|State SDI Tax (Employer contribution)|Element|W2-SDI-TAX-ER
|7280|W2-SUI-HRS-WRK|Regular Hours|Element|	
|7500|W2-TIP-WAGE-WORK|Work State Tip Wages|Element|
|7510|W2-ST-TIP-WORK|Work State Tips|Element|
|7600|W2-WC-WORK|Workers Compensation Contribution|Element|	
||    ||             ||                         ||         ||  				
|8000|W2-CNTY-NAME|County Name|Data Base Column|DCN.COUNTY_NAME
|8010|W2-CN-WAGE-HOME|County Wages (Home County)|Element|W2-CNTY-WAGE-H
|8020|W2-CN-WAGE-WORK|County Wages (Work County)|Element|W2-CNTY-WAGE-W
|8030|W2-CN-TAX-HOME|County Tax (Home County) Element|Element|W2-CNTY-TAX-H
|8040|W2-CN-TAX-WORK|County Tax (Work County) Element|Element|W2-CNTY-TAX-W
||    ||             ||                         ||         ||    				
|8500|W2-CITY-NAME|City Name|Data Base Column|DTX.JURISDICTION_NAME
|8510|W2-CI-WAGE-HOME|City Wages (Home City)|Element|W2-CITY-WAGE-H
|8520|W2-CI-WAGE-WORK|City Wages (Work City)|Element|W2-CITY-WAGE-W
|8530|W2-CI-TAX-HOME|City Tax (Home City)|Element|W2-CITY-TAX-H
|8540|W2-CI-TAX-WORK|City Tax (Work City)|Element|W2-CITY-TAX-W

!IDFDV Mailing Address Set Up
*For Employer and Employee Address, the primary address or the mailing address may be used for reporting.  i.e. derived from [IDFDV].

||Field Identifier||Suggested Field Variable
|W2-ER-LOCN-ADDR|DLN.ADDRESS_LINE_2
|W2-ER-DELIV-ADDR|DLN.ADDRESS_LINE_1
|W2-ER-CITY|DLN.LOCALITY
|W2-ER-STATE|DSP.STATE_PROVINCE_CODE
|W2-ER-ZIP|DLN.ZIP_POSTAL
|W2-ER-ZIP-EXT|DLN.ZIP_POSTAL
|W2-ER-F-STATE|DSP.STATE_PROVINCE_CODE
|W2-ER-F-POSTAL|DLN.ZIP_POSTAL’ or null
|W2-ER-COUNTRY|DCO.COUNTRY_CODE’ or null
||	||
|W2-EE-LOCN-ADDR|EPS.ADDRESS_LINE_2
|W2-EE-DELIV-ADDR|EPS.ADDRESS_LINE_1
|W2-EE-CITY|EPS.LOCALITY
|W2-EE-STATE|DSP.STATE_PROVINCE_CODE
|W2-EE-ZIP|EPS.ZIP_POSTAL
|W2-EE-ZIP-EXT|EPS.ZIP_POSTAL
|W2-EE-F-STATE|DSP.STATE_PROVINCE_CODE
|W2-EE-F-POSTAL|EPS.ZIP_POSTAL’ or null
|W2-EE-COUNTRY|DCO.COUNTRY_CODE’ or null

If Mailing Address is used, the Identifiers ‘W2-ER-STATE’, ‘W2-ER-F-STATE ‘, ‘W2-ER-COUNTRY’ or for ‘W2-EE-STATE’, ‘W2-EE-F-STATE ‘, ‘W2-EE-COUNTRY’ must be set up to contain the word ‘MAIL’ as Constant so that the program can pick up the Mailing State and Country for the address.  This is because the DSP and DCO cannot be distinguished if the Mailing Address or primary address has been used.

||Field Identifier||Suggested Field Variable
|W2-ER-LOCN-ADDR|DLN.MAIL_ADDRESS_LINE_2
|W2-ER-DELIV-ADDR|DLN.MAIL_ADDRESS_LINE_1
|W2-ER-CITY|DLN.MAIL_LOCALITY
|W2-ER-STATE|Constant ‘MAIL’
|W2-ER-ZIP|DLN.MAIL_ZIP_POSTAL
|W2-ER-ZIP-EXT|DLN.MAIL_ZIP_POSTAL
|W2-ER-F-STATE|Constant ‘MAIL’
|W2-ER-F-POSTAL|DLN.MAIL_ZIP_POSTAL’ or null
|W2-ER-COUNTRY|Constant ‘MAIL’
||      ||	
|W2-EE-LOCN-ADDR|EPS.MAIL_ADDRESS_LINE_2
|W2-EE-DELIV-ADDR|EPS.MAIL_ADDRESS_LINE_1
|W2-EE-CITY|EPS.MAIL_LOCALITY
|W2-EE-STATE|Constant ‘MAIL’
|W2-EE-ZIP|EPS.MAIL_ZIP_POSTAL
|W2-EE-ZIP-EXT|EPS.MAIL_ZIP_POSTAL
|W2-EE-F-STATE|Constant ‘MAIL’
|W2-EE-F-POSTAL|EPS.MAIL_ZIP_POSTAL’ or null
|W2-EE-COUNTRY|Constant ‘MAIL’

The derivation expression ‘REPLACE('MAIL',~)’ does not need to be set up, please remove any derivation expression

If the Mailing addresses are used in the [IDFDV] set up, and the Mailing Addresses are not set up, the Primary Addresses will be used

__Definition for file HL$US-QTY-20yy (Mandatory for Filers NOT using the EFW2 Reporting Format)__
;IDFD FORM:HL$US-QTR-2012- supplied, file name remains the same for year 2011 onwards
;IDFD FORM TYPE:US UI Quarterly definition - indicate the QTR definition is for Non EFW2 filing format

||Seq||Field Identifier||Description||Suggested Source||Suggested Variable
|1010|TRAN EIN|Transmitter EIN|Constant|Transmitter 9 characters EIN
|1020|TRAN ADDR IND|Trans Foreign Address Indicator|Constant|Blank if not Foreign Transmitter
|1030|TRAN NAME|Transmitter Name|Constant|Enter transmitter name
|1040|TRAN ADDRESS|Transmitter Address|Constant|Enter transmitter address
|1050|TRAN CITY|Transmitter City|Constant|Enter transmitter city
|1060|TRAN STATE|Transmitter State|Constant|Enter transmitter state abbreviation
|1070|TRAN ZIP EXTN|Transmitter ZIP code extension|Constant|Transmitter ZIP extension, including the hyphen.
|1080|TRAN ZIP CODE|Transmitter ZIP code|Constant|Transmitter ZIP code
|1090|TRAN CONTACT|Transmitter Contact Person|Constant|Name of Contact Person
|1100|TRAN CONTACT PHON|Contact Phone Extension|Constant|Phone Number of Contact Person
|1110|TRAN CONTACT EXTN|Contact Phone Extension	|Constant|Contact Phone extension
|1120|TRAN MEDIA NUMBE|Transmitter Media Number|Constant|Media Number as assigned
|1130|EMPLOYER SEAN|Employer SEAN (Ohio)|Constant|Constant|Phone extension
|1140|THIRD PARTY ADMIN ID|Third Party ID (Ohio)|Constant|ID Number as assigned
||      ||             ||                      ||              ||				
|2010|BASIC EIN	Organization EIN|Constant|Enter Organization EIN
|2020|BASIC COMPUTER|Computer|Constant|Name of Computer
|2030|BASIC ADDR IND|Organization Address Indicator|Constant|Leave blank if not Foreign
|2040|BASIC NAME|Organization Name|Constant|Organization Name
|2050|BASIC ADDRESS|Organization Address|Constant|Organization Address
|2060|BASIC CITY|Organization City|Constant|Organization City
|2070|BASIC STATE|Organization State|Constant|Organization State
|2080|BASIC ZIP EXTN|Organization ZIP code extension|Constant|Organization ZIP extension, including the hyphen.
|2090|BASIC ZIP CODE|Organization ZIP code|Constant|Organization ZIP code
|2100|BASIC INTERNAL LAB|Internal Label|Constant|The first 2 characters for Internal label; the 3rd and 4th characters for Filing Type (if required by state)
|2110|BASIC DENSITY|Density|Constant|	
|2120|BASIC RECORDING M	Recoding Mode|Constant|Basic Recording Mode and Number of tracks. ‘ASC09’ for ASCII 9-track
||      ||             ||                      ||              ||				
|3010|ER MAIL ADDR|Use Employer Mailing Address|Constant|	
|3020|TYPE OF EMPLOYMEN|Employer Type of Employment|Constant|	
|3030|ESTABLISHMENT NU|Establishment Number|Constant|	
|3040|FOREIGN ADDR INDIC|Foreign Address Indicator|Constant|	
|3050|BLOCKING FACTOR|Maximum Blocking Factor|Constant|	
|3060|OTHER EIN|Employer Other EIN|Constant|	
|3070|WAGE PLAN CODE|Wage Plan Code|Constant|	
|3080|NUMBER OF WEEKS|Weeks Worked|Element|
|3090|TOTAL GROSS WAGES|Total Gross Wages|Element|
|3100|SUI TOTAL WAGES	SUI|Total Wages	Not Required|Not Required|The system will derive this amount from W2-state-wage-home (seq 7020) and W2-state-wage-work (seq 7030) in HL$US-W2-ccyy.
|3110|SUI TAXABLE WAGES	SUI|Taxable Wages|Not Required|Not Required. The system will derive this amount from SUI total wages and  the Maximum SUI wage base
|3120|SDI TAXABLE WAGES	SDI|Taxable Wages|Not Required|Not Required. The system will derive this amount from W2-sdi-wage-ee (seq 7240) in HL$US-W2-ccyy
|3130|TIP WAGES|Tip Wages|Element|
|3140|TAXES DUE	SUI|Tax Remittance Amount|Element|
|3150|PREVIOUS UNDERPAY|Previous Quarter Underpayment|Element|
|3160|INTEREST|Interest on Overdue UI|Element|
|3170|PENALTY|Penalty on Overdue UI|Element|
|3180|CREDIT OVERPAYME|Credit/Overpayment|Element|
|3190|ER ASSESSMENT RAT|Employer Assessment Rate|Constant|	
|3200|ER ASSESSMENT AMO|Employer Assessment Amount|Element|
|3210|EE ASSESSMENT RAT|Employee Assessment Rate|Element|
|3220|EE ASSESSMENT AMO|Employee Assessment Amount|Element|
|3230|PAYMENT DUE|Payment Due|Element|
|3240|ALLOCATION AMOUN|Allocation Amount|Element|
|3250|STATE TAX WAGES|Wages subject to St Income Tax|Not Required|Not Required.  The system will derive this amount from W2-state-wage-home (seq 7020) and W2-state-wage-work (seq 7030 in HL$US-W2-ccyy
|3260|STATE TAX|State Income Tax|Element|
|3270|SEASONAL INDICATO|Seasonal Indicator|Constant|	
|3280|SEPARATE SUI SIT|Separate SUI and SIT in the file|Constant|	
|3290|RS REFERENCE NUM|Employment Security Ref Number|Constant|	
|3300|HOURS ELEMENT|Element Code for Hours Worked|Element|
|3310|ROUTING NUMBER|Bank Routing Number|Constant|Enter your company data
|3320|BANK ACCOUNT NUMBER|Bank Account Number|Constant|Enter your company data
|3330|ACCOUNT TYPE|Bank Account Type|Constant|Enter your company data
|3340|NAME ON BANK ACCOUNT|Name on Bank Account|Constant|Enter your company data
|3350|OUT OF STATE WAGE|Out of State Wage Indicator|Constant|Enter your company data

!!State File Procedures
For 2002 onward reporting, most states accept filing of quarterly information via magnetic media using either the EFW2 or the [ICESA] format.  The record codes that generally required for the EFW2 reporting are ‘RA’,’RE’,’RS’,’RT’, and ‘RF’, however, some record codes may be optional for some states.  The record codes generally required for the [ICESA] reporting are ‘A’,’B’,’E’,’S’,’T’, and ‘F’.

When running [RPYEU] (the Year End Wage Report and File Formatter program), the EFW2 reporting format is automatically triggered when the values in both the ‘Annual Form Code’ column and the’ Quarterly Form Code’ column are identical (or the ‘Quarterly Form Code’ column is left blank).  To create a State Reporting format other than the EFW2 format, the ‘Quarterly Form Code’  MUST  be entered, and it  MUST be different than that of the ‘Annual Form Code’.

In addition to the EFW2/ICESA reporting formats, many States also accept other reporting formats.  The reporting formats that High Line supports for each state are listed in Section II.  Please note that the High Line supported state information is informational only and is current at the time this document is prepared, it is subject to change without notice by each of the state government.  

In addition to the State Magnetic media filing, employers may be required to manually fill in the State form to report additional information for SUI.

‘Total Wages Paid’, ‘Wages in Excess of SUI Wage Base’, ‘SUI Taxable Wages’ and/or also the Employee Count information may be required to be filled in for employees who have been paid on the 12th day of each month of the quarter.

When [RPYEU] is run for quarterly information, RPYEU produces a level of report at the ‘SUI Registration’ level that contains this information, the required information can then be manually entered on the Form to file for the state

!!Using RPYEU for State Quarterly Wage Reporting 
For quarterly reporting depending on the state, some states accept the EFW2 format and other states accept [ICESA], TIB4 format etc.

__For states that accept EFW2 format,__
*Enter Annual Form Code: HL$US-W2-ccyy
*The Quarterly Form Code must either be blank or the same as the Annual Form code. %%information Note: Do not enter HL$US-QTR-2012 in this code field, or the program will produce the quarterly wage report file in the [ICESA] format regardless of the state selected).%%

__For states that accept ICESA, TIB4, or other state specific format,__
*Enter Annual Form Code: HL$US-W2-ccyy
*Enter Quarterly Form Code: HL$US-QTR-2012 %%information Note: Leaving this code field blank will trigger the program to generate the quarterly wage report file in EFW2 format regardless of the state selected).%%

When the Quarterly Form Code is for [ICESA] or TIB4 format, [RPYEU] will call the quarterly logic and use the Identifiers from Quarterly Form Code=HL$US-QTR-20yy to generate the [ICESA] & TIB4 format.  The State Wages/taxes/SUI etc are retrieved from Annual Form Code=HL$US-W2-ccyy for the proper Work/Res GEO.

|Form Code:|HL$US-W2-ccyy
|Federal Regist Number:|Enter the Federal Registration Number
|Period Type:|Enter ‘Quarter’
|Period End Date:|Enter the Quarter Ending Date
|As of Date:|This date is used to retrieve employee information such as Name and address etc
|Sort by Level:			- must enter ‘DEPT SUI ER Number’ (if required.  i.e. for Minnesota)
|Provide Sort Level Totals:|This is optional, if yes, the total is generated by ‘DEPT SUI ER Number’
|Combine Employment Type:|Must be ‘Yes’ because Code RE record is not reported by ‘Employment Type’
|Media Format:|Select ‘State File Format’ or ‘State SUI File Format’ for Quarterly MMREF1 File
|Select State:|Must be the state where wage reports are to be filed (i.e. Minnesota, USA’)
Please enter other prompts accordingly.

[RPYEU] will generate the State Quarterly File Format (EFW2/ICESA/TIB-4 etc.) according to the State Specification.  A text file and an XTML file by the name of the ‘Media File Name’ prompt input will be created for submission to the government.  In addition, if ‘Trace Level’ (other than exception only) is used, then a ‘_trace.csv’ and a ‘_select.txt’ file will be created for the purpose of tracing program and/or system problems.


!!City File Procedures
There will be as many Code RS records as needed per employee for each city that has tax information as required by each state.

Below is an example in selecting an OHIO city when running [RPYEU].

[RPYEU] must be run and the following selected to generate Ohio City file information:
|Media Format:|Local File Format
|Select State:|Ohio, USA

!!State Format Details - Notes on All State Formats:  
%%warning The information contained in this section is for information only, is current at the time this document is prepared and is subject to change without notice by each of the state government.  For the latest state UI wage report information, please contact the Unemployment Insurance department of each respective state.%%

*Most states accept either the [ICESA] or EFW2 quarterly wage reporting format with a slight variation from the supplied Standard SSA format that is describer in earlier sections of this page.
*The record length for the [ICESA] wage reporting format can either be 275 bytes or 276 bytes in length, although most states that accept this format prefer a 275 byte record.  However, a 276 byte record is acceptable from those installations that cannot produce an odd number record length file.
*Many states only read the columns (within each record type) that are applicable for their state and will ignore data that may be present in other columns.
*To minimize inconsistencies for all states, the program will compare the state specific format to the Standard SSA supplied format.  As long as all the state required columns are present and in the same positions in the same record type as defined in the Standard SSA format, then a record with the Standard SSA format will be created for that state.  Other columns that are not required by the state may or may not be blank (or zero) filled.  In other words, those columns may contain some left over data that is specified in the Standard SSA format but is not used by the state.
*For states where a file column is different than those of the Standard SSA format, then those columns will be highlighted with the state abbreviated code for easy identification.
*Refer to the previous section on [ISCESA/NASWA Formatting|US_Annual_Qtrly_Reporting_GEN#StandardICESANASWAMagneticFormatForQuarterlyWageReporting] for a more detailed description of each record type and the values required for each columns for states that accept the [ICESA] wage reporting format.
*Refer to Section IV [EFW2 Formatting|US_Annual_Qtrly_Reporting_GEN#StandardEFW2FormerlyMMREF1MagneticFormatForQuarterlyWageReporting] for a more detailed description of each record type and the values required for each columns for states that accept the EFW2 wage reporting format. 
*Unless there are marked differences in the setup procedure required for running quarterly wage report for any particular states,  refer to the [General Set Up Procedure|US_Annual_Qtrly_Reporting_GEN#GeneralSetUp] for further information.
 
!!Standard ICESA/NASWA Magnetic Format for Quarterly Wage Reporting 
!Record Name:Code A - Transmitter Record 	
||Column||Description||Source
|1-1|Record Identifier|Constant ‘A’
|2-5|Payment Year\\  \\Theyear for which this report is being prepared|From user specified FROM-TO period converted to YYYY
|6-14|Transmitter’s Federal EIN\\   \\Enter only numeric characters; omit hyphens, prefixes and suffixes|Derived from [IDFDV] Field Identifier: ‘TRAN EIN’ (seq 1010).
|15-18|Taxing Entity Code|Constant ‘UTAX’
|19-23|Blank|
|24-73|Transmitter Name\\   \\The transmitter name of the organization submitting the file|Derived from [IDFDV] Field Identifier: ‘TRAN NAME’ (seq 1030)
|74-113|Transmitter Street Address\\   \\The street address of the organization submitting the file|Derived from [IDFDV] Field Identifier: ‘TRAN ADDRESS’ (seq 1040)
|114-138|Transmitter City\\   \\The city of the organization submitting the file|Derived from [IDFDV] Field Identifier: ‘TRAN CITY’ (seq 1050)
|139-140|Transmitter State\\   \\The standard two character FIPS postal abbreviation|Derived from [IDFDV] Field Identifier: ‘TRAN STATE’ (seq 1060)
|141-153|Blank|
|154-158|Transmitter ZIP Code\\   \\Enter a Valid ZIP Code|Derived from [IDFDV] Field Identifier: ‘TRAN ZIP CODE’ (seq 1080)
|159-163|Transmitter ZIP Code extension\\   \\Use this field as necessary for the four digit extension of ZIP code\\   \\Includes a hyphen in position 159|Derived from [IDFDV] Field Identifier: ‘TRAN ZIP EXTN’ (seq 1070; include ‘-‘ in position 159)
|164-193|Transmitter Contact\\    \\Title of individual from transmitter organization responsible for the accuracy of the wage report|Derived from [IDFDV] Field Identifier: ‘TRAN CONTACT’(seq 1090)
|194-203|Transmitter Contact Telephone Number\\   \\Telephone number at which the transmitter contact can be telephoned|Derived from [IDFDV] Field Identifier: ‘TRAN CONTACT PHONE’ (seq 1100)
|204-207|Telephone Extension/Box\\   \\The transmitter telephone extension or message box|Derived from [IDFDV] Field Identifier: ‘TRAN CONTACT EXTN’ (seq 1110)
|208-213|Media Transmitter/Authorization Number\\   \\Identifier assigned to the entity transmitting the media|Derived from [IDFDV] Field Identifier: ‘TRAN MEDIA NUMBER’ (seq 1120)
|214-214|C-3 Data\\   \State Specific Data\\   \\If not used, enter blanks|
|215-219|Suffix Code\\   \State Specific Data\\   \\If not used, enter blanks|
|220-220|Allocation Lists\\   \State Specific Data\\   \\If not used, enter blanks|
|221-229|Service Agent ID\\   \State Specific Data\\   \\If not used, enter blanks|
|230-242|Total Remittance Amount\\   \State Specific Data\\   \\If not used, enter blanks|
|243-250|Media Creation Date\\   \\Enter date in MMDDYYYY format|Derived from the System Date
|251-275|Blank|
|276-276|Blank\\   \\Only for systems that cannot produce an odd number record length file|

!Record Name:Code B - Authorization Record
||Column||Description||Source
|1-1|Record Identifier|Constant ‘B’
|2-5|Payment Year\\  \\Enter the year for which this report is being prepared|
|6-14|Transmitter’s Federal EIN\\  \\Enter only numeric characters|Derived from [IDFDV] Field Identifier: BASIC EIN (seq 2010)
|15-22|Computer\\  \\Enter the manufacturer’s name|Derived from [IDFDV] Field Identifier: ‘BASIC COMPUTER’ (seq 2020)
|23-24|Internal Label\\   \\‘SL’, ‘NS’, ‘NL’, ‘AL’, or Blank for Diskette|Derived from [IDFDV] Field Identifier: ‘BASIC INTERNAL LABEL’ (seq 2100, first 2 characters)
|25-25|Blank|
|26-27|Density\\   \\‘16’, ‘62’, ‘38’, or blank for diskette|Derived from [IDFDV] Field Identifier: ‘BASIC DESITY’ (seq 2110)
|28-30|Recording Code (Character Set)\\   \\ “EBC’, or ‘ASC’.  Always ‘ASC’ for diskette|Derived from [IDFDV] Field Identifier: ‘BASIC RECOEDING MODE’ (seq 2120, first 3 characters)
|31-32|Number of Tracks\\   \\‘09’, or ‘18’, or blanks for diskette|Derived from [IDFDV] Field Identifier: ‘BASIC RECORDING MODE’ (seq 2120, fourth and fifth character)
|33-34|Blocking Factor\\   \\\Enter the blocking factor of the file, not to exceed 85.  Enter blanks for diskette|Derived from [IDFDV] Field Identifier: ‘BLOCKING FACTOR’ (seq 3050)
|35-38|Taxing Entity Code|Constant ‘UTAX’
|39-146|Blank|
|147-190|Organization Name\\  \\The name of the organization to which the media should be returned|Derived from [IDFDV] Field Identifier: ‘BASIC NAME’ (seq 2040)
|191-225|Street Address\\   \\The street address of the organization to which the media should be returned|Derived from [IDFDV] Field Identifier: ‘BASIC ADDRESS’ (seq 2050)
|226-245|City\\   \\The city of the organization to which the media should be returned|Derived from [IDFDV] Field Identifier: ‘BASIC CITY’ (seq 2060)
|246-247|State\\  \\Enter the standard two character FIPS postal abbreviation|Derived from [IDFDV] Field Identifier: ‘BASIC STATE’ (seq 2070)
|248-252|Blank|
|253-257|ZIP Code\\    \\Enter a valid ZIP code|Derived from [IDFDV] Field Identifier: ‘BASIC ZIP CODE’ (seq 2090)
|258-262|ZIP Code extension\\    \\Enter four digit extension of ZIP code, including the hyphen in position 258|Derived from [IDFDV] Field Identifier: ‘BASIC ZIP EXTN’ (seq 2080)\\   \\The hyphen (‘-‘) must be included when defining the IDFDV seq  2080
|263-275|Blank|
|276-276|Blank\\   \\Only for systems that cannot produce an odd number record length file|

!Record Name:Code E - Employer Record 	
||Column||Description||Source
|1-1|Record Identifier|Constant ‘E’
|2-5|Payment Year\\   \\The year for which the report is being prepared|
|6-14|Federal EIN\\   \\Enter only numeric characters of the Federal EIN|
|15-23|Blank|
|24-73|Employer Name\\  \\Enter the first 50 positions of the employer’s name exactly as registered with the state UI agency|Derived from the entity 
|74-113|Employer Street Address\\  \\The street address of the employer|Derived from the Entity Location
|114-138| Employer City\\  \\The city of employer’s mailing address|Derived from the Entity Location
|139-140|Employer State\\   \\Enter the standard two character FIPS postal abbreviation of the employer’s address|Derived from the Entity Location
|141-148|Blank|
|149-153|ZIP Code Extension\\   \\Enter four digit extension of ZIP code, including the hyphen in position 149|Derived from the Entity Location
|154-158|ZIP code\\   \\Enter a valid ZIP code|Derived from the Entity Location.
|159-159|Blank|
|160-160|Type of Employment\\   \\‘A’ (Agriculture), ‘F’ (Federal), ‘H’ (Household), ‘M’ (Military),‘Q’ (Medicare Qualified Government Employees), ‘R’ (Regular, all other), or ‘X’ (Railroad)|Derived from [IDFDV] Field Identifier: ‘TYPE OF EMPLOYMENT’ (seq 3020)
|161-162|Blocking Factor\\   \\Blocking factor of the file, not to exceed 85\\  \\Enter blanks for diskette|Derived from [IDFDV] Field Identifier: ‘BLOCKING FACTOR’ (seq 3050)
|163-166|Establishment Number or Coverage Group/PRU\\   \\Enter either the establishment number of the coverage group/PRU, or blank|Derived from [IDFDV] Field Identifier: ‘ESTABLISHMENT NUMBER’ (seq 3030)
|167-170|Taxing Entity Code|Constant ‘UTAX’
|171-172|State Identifier Code\\  \\Enter the state FIPS postal numeric code for the state to which wages are being reported|
|173-187|State Unemployment Insurance Account Number\\  \\State UI employer account number|Derived from the IDGV State SUI Registration
|188-189|Reporting Period\\   \\‘03’, ‘06’, ‘09’, or ‘12’|
|190-190|No Workers/No Wages\\   \\Enter ‘0’ to indicate that the ‘E’ record will not be followed by the ‘S’ record\\   \\ Enter ‘1’ to indicate otherwise|
|191-191|Tax Type Code\\   \\State Specific Data\\  \\If not used, enter blanks|
|192-196|Taxing Entity Code\\   \\State Specific Data\\  \\If not used, enter blanks|
|197-203|State Control Number\\   \\State Specific Data\\  \\If not used, enter blanks|
|204-208|Unit Number\\   \\State Specific Data\\  \\If not used, enter blanks|
|209-255|Blank|
|256-256|Foreign Indicator\\    \\If data in positions 74-158 is for a foreign address, enter the letter ‘X’, else leave it blank|Derived from [IDFDV] Field Identifier: ‘FOREIGN ADDR INDICATOR’ (seq 3040)
|257-257|Blank|
|258-266|Other EIN\\  \\Enter blanks if no other EIN was used|Derived from [IDFDV] Field Identifier: ‘OTHER EIN’ (seq 3060)
|267-275|Blank|
|276-276|Blank\\   \\Only for systems that cannot produce an odd number record length file.

!Record Name:Code S – Employee Wage Record 
||Column||Description||Source    
|1-1|Record Identifier|Constant ‘S’
|2-10|Social Security Number\\   \\Employee’s social security number; if not known, enter ‘I’ in position 2 and blanks in position 3-10|
|11-30|Employee Last Name|
|31-42|Employee First Name|
|43-43|Employee Middle Initial\\  \\Leave blank if no middle initial|
|44-45|State Code\\  \\The state FIPS postal numeric code for the state to which wages are being reported|
|46-49|Blank|
|50-63|State QTR Total Gross Wages\\  \\Quarterly wages subject to all taxes|Derived from [IDFDV] Field Identifier: Sequence 3090
|64-77|State QTR Unemployment Insurance Total Wages\\  \\Quarterly wages subject to unemployment taxes|Derived from [IDFDV] Field Identifier: Sequence 7200
|78-91|State QTR Unemployment Insurance Excess Wages\\  \\Quarterly wages in excess of the state UI taxable wage| base
|92-105|State QTR Unemployment Insurance Taxable Wages\\  \\State QTR UI total wages less state QTR UI excess wages|
|106-120|Quarterly State Disability Insurance Taxable Wages\\   \\State Specific Data\\  \\If not used, enter zero|
|121-129|Quarterly Tip Wages\\  \\Include all tip wages|
|130-131|Number of Weeks Worked.\\   \\The number of weeks worked in the reporting period|Derived from [IDFDV] Field Identifier: 3080\\   \\This can either be ‘plugged’ as a constant, be picked up from a pay component that is previously populated by a UserCalc or if left null the system will compute the value.
|132-134|Number of Hours Worked\\  \\The number of hours worked in the reporting period|Derived from [IDFDV] Field Identifier: Sequence 3300
|135-142|Blank|
|143-146|Taxing Entity Code|Constant ‘UTAX’
|147-161|State Unemployment Insurance Account Number|SUI Registration Number from [IDGV]
|162-176|Unit/Division Location/Plant Code\\  \\The ID assigned to identify wages by work site|
|177-190|State Taxable Wages\\  \\Enter wages subject to state income tax|
|191-204|State Income Tax withheld\\  \\Enter wages subject to state income tax|
|205-206|Seasonal Indicator|Derived from [IDFDV] Field Identifier: Sequence 3270\\  \\State Specific Data\\  \\If not used, enter blanks|
|207-207|Employer Health Insurance Code\\  \\State Specific Data\\  \\If not used, enter blanks|
|208-208|Employee Health Insurance Code\\  \\State Specific Data\\  \\If not used, enter blanks|
|209-209|Probationary Code\\  \\State Specific Data\\  \\If not used, enter blanks|
|210-210|Officer Code\\  \\Enter ‘1’ for officers of the corporation, else enter ‘0’|
|211-211|Wage Plan Code\\  \\State Specific Data\\  \\If not used, enter blanks|
|212-212|Month-1 Employment\\   \\Enter ‘1’ if employee covered by UI, worked or receive pay for the pay period including the 12th day of the first reporting month, else enter ‘0’|
|213-213|Month-2 Employment| Enter ‘1’ if employee covered by UI worked or receive pay for the pay period including the 12th day of the second reporting month, else enter ‘0’.
|214-214|Month-3 Employment|Enter ‘1’ if employee covered by UI worked or receive pay for the pay period including the 12th day of the third reporting month, else enter ‘0’.
|215-220|Reporting Quarter and Year\\   \\Enter the last month and year for the calendar period for which this report applies (i.e. 062003 for Apr-June 2003)|
|221-226|Date First Employed\\   \\Enter the month and year (i.e. 072003)|
|227-232|Date of Separation\\   \\Enter the month and year (i.e. 112003)|
|233-275|Blank|
|276-276|Blank\\   \\Only for systems that cannot produce an odd number record length file.

!Record Name:Code T - Total Record	
||Column||Description||Source
|1-1|Record Identifier|Constant ‘T’
|2-8|Total Number of Employees\\   \\The total number of ‘S’ records since the last ‘E’ record|
|9-12|Taxing Entity Code|Constant ‘UTAX’
|13-26|State QTR Total Gross Wages for employer\\   \\QTR gross wages subject to all taxes\\   \\Total of this field on all ‘S’ records since the last ‘E’ record|
|27-40|State QTR Unemployment Insurance Total Wages for employer\\   \\QTR wages subject to state unemployment taxes\\   \\Total of this field on all ‘S’ records since the last ‘E’ record|
|41-54|State QTR Unemployment Insurance Excess Wages for employer\\   \\QTR wages in excess of the state UI taxable wage base\\   \\Total of all ‘S’ records since the last ‘E’ record|
|55-68|State QTR Unemployment Insurance Taxable Wages for employer\\   \\QTR UI total wages less state QTR UI excess wages\\   \\Total of all ‘S’ records since the last ‘E’ record|
|69-81|Quarterly tip wages for employer\\   \\Enter all tip income\\   \\Total of this field on all ‘S’ records since the last ‘E’ record|
|82-87|UI tax rate this quarter\\   \\The employer UI rate for this reporting period\\   \\One decimal point followed by 5 digits e.g. 2.8%=’.02800’|
|88-100|State QTR UI taxes due\\   \\UI taxes due\\   \\QTR state UI taxable wages times UI tax rate|
|101-111|Previous Quarter(s) underpayment\\  \\State Specific Data\\  \\If not used, enter blanks|
|112-122|Interest\\  \\State Specific Data\\  \\If not used, enter blanks|
|123-133|Penalty\\  \\State Specific Data\\  \\If not used, enter blanks|
|134-144|Credit/Overpayment\\  \\State Specific Data\\  \\If not used, enter blanks|
|145-148|Employer Assessment Rate\\  \\State Specific Data\\  \\If not used, enter blanks|
|149-159|Employer Assessment Amount\\  \\State Specific Data\\  \\If not used, enter blanks|
|160-163|Employee Assessment Rate\\  \\State Specific Data\\  \\If not used, enter blanks|
|164-174|Employee Assessment Amount\\  \\State Specific Data\\  \\If not used, enter blanks|
|175-185|Total Payment Due\\  \\State Specific Data\\  \\If not used, enter blanks|
|186-198|Allocation Amount\\  \\State Specific Data\\  \\If not used, enter blanks|
|199-212|Wages subject to State Income Tax\\  \\State Specific Data\\  \\If not used, enter blanks|
|213-226|State Income Tax withheld\\  \\State Specific Data\\  \\If not used, enter blanks|
|227-233|Month-1 Employment for employer\\   \\Total number of employee covered by UI worked or received pay for the pay period including the 12th day of the first reporting month\\   \\Total for all ‘S’ records after the last ‘E’ record|
|234-240|Month-2 Employment\\  \\Total number of employee covered by UI worked or receive pay for the pay period including the 12th day of the second reporting month\\   \\Total for all ‘S’ records after the last ‘E’ record|
|241-247|Month-3 Employment\\  \\Total number of employee covered by UI worked or receive pay for the pay period including the 12th day of the third reporting month\\   \\Total for all ‘S’ records after the last ‘E’ record|
|248-250|Country Code\\  \\State Specific Data\\  \\If not used, enter blanks|
|251-257|Outside Country Employees\\  \\State Specific Data\\  \\If not used, enter blanks|
|258-267|Document Control Number\\  \\State Specific Data\\  \\If not used, enter blanks|
|268-275|Blank|		
|276-276|Blank\\   \\Only for systems that cannot produce an odd number record length file|

!Record Name:Code F - Final Record	
||Column||Description||Source
|1-1|Record Identifier|Constant ‘F’
|2-11|Total Number of Employees in File\\   \\The total number of ‘S’ records in the entire file|
|12-21|Total Number of Employers in File\\   \\Enter the total number of ‘E’ records in the entire file|
|22-25|Taxing Entity Code|Constant ‘UTAX’|
|26-40|Quarterly Total Gross Wages in File\\   \\QTR gross wages subject to all taxes\\   \\Total of this field for all ‘S’ records in the file|
|41-55|Quarterly State Unemployment Insurance Total Wages in File\\   \\QTR wages subject to state UI tax\\   \\Total of this field for all ‘S’ records in the file|
|56-70|Quarterly State Unemployment Insurance Excess Wages in File\\   \\QTR wages in excess of the state UI taxable wage base\\   \\Total of this field for all ‘S’ records in the file|
|71-85|Quarterly State Unemployment Insurance Taxable Wages in File\\   \\State UI gross/total wage less quarterly state UI excess wages\\   \\Total of this field for all ‘S’ records in the file|
|86-100|Quarterly State Disability Insurance Taxable Wages in File\\   \\State Specific Data\\   \\If not used, enter zero|
|101-115|Quarterly Tip Wages in File\\   \\Enter all tip income\\   \\Total of this field on all ‘S’ records in the file|
|116-123|Month-1 Employment for employers in File\\   \\Total number of employees covered by UI worked or receive pay for the pay period including the 12th day of the first reporting month\\   \\Total of this field on all ‘S’ records in the file|
|124-131|Month-2 Employment for employers in File\\   \\Total number of employees covered by UI worked or receive pay for the pay period including the 12th day of the second reporting month\\   \\Total of this field on all ‘S’ records in the file|
|132-139|Month-3 Employment for employers in File\\   \\Total number of employees covered by UI worked or receive pay for the pay period including the 12th day of the third reporting month\\   \\Total of this field on all ‘S’ records in the file|
|140-275|Blank|
|276-276|Blank (For system that cannot produce an odd number record length file only)|

!!Standard EFW2 (formerly MMREF-1) Magnetic Format for Quarterly Wage Reporting 
!Record Name:Code RA - Transmitter Record	
||Column||Description||Source
|1-2|Record Identifier|Constant "RA"
|3-11|Submitter’s Employer ID number (EIN)\\   \\Numeric only|Derived from [IDFDV] Field Identifier: ‘SUB-ER-EIN’ (seq 1000)
|12-28|Personal Identification Number (PIN)|Derived from [IDFDV] Field Identifier: ‘SUB-PIN-NUMBER’ (seq 1010)
|29|Resub Indicator|Derived from [IDFDV] Field Identifier: ‘SUB-RESUB-IND’ (seq 1020)
|30-35|Resub WFID|Derived from IDFDV screen, Field Identifier: ‘SUB-RESUB-WFID’ (seq 1030)
|36-37|Software Code|Derived from [IDFDV] Field Identifier: ‘SUB-SOFTWARE’ (seq 1040)
|38-94|Company Name|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-NAME’ (seq 1050)
|95-116|Location Address|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-LOCN’ (seq 1060)
|117-138|Delivery Address|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-DELIV’ (seq 1070)
|139-160|Company City|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-CITY’ (seq 1080)
|161-162|Company State Abbreviation|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-STATE’ (seq 1090)
|163-167|Company ZIP Code|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-ZIP’ (seq 1100)
|168-171|Company ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-ZIP-EXT’ (seq 1110)
|172-176|Blank|
|177-199|Company Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-F-STATE’ (seq 1120)
|200-214|Company Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-F-POST’ (seq 1130)
|215-216|Company Country Code|Derived from [IDFDV] Field Identifier: ‘SUB-COMP-COUNTRY’ (seq 1140)
|217-273|Submitter Name|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-NAME’ (seq 1150)
|274-295|Submitter Location Address|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-LOCN’ (seq 1160)
|296-317|Submitter Delivery Address|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-DELIV’ (seq 1170)
|318-339|Submitter City|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-CITY’ (seq 1180)
|340-341|Submitter State Abbreviation|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-STATE’ (seq 1190)
|342-346|Submitter ZIP Code|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-ZIP’ (seq 1200)
|347-350|Submitter ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-ZIP-EXT’ (seq 1210)
|351-355|Blank|
|356-378|Submitter Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-F-STATE’ (seq 1220)
|379-393|Submitter Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-F-POST’ (seq 1230)
|394-395|Submitter Country Code|Derived from [IDFDV] Field Identifier: ‘SUB-SUBM-COUNTRY’ (seq 1240)
|396-422|Contact Name|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-NAME’ (seq 1250)
|423-437|Contact Phone Number|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-TEL’ (seq 1260)
|438-442|Contact Phone Extension|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-TEL-EXT’ (seq 1270)
|443-445|Blank|
|446-485|Contact E-mail|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-EMAIL’ (seq 1280)
|486-488|Blank|
|489-498|Contact FAX|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-FAX’ (seq 1290)
|499-499|Preferred Method of Problem Notification Code|Derived from [IDFDV] Field Identifier: ‘SUB-CONT-METH’ (seq 1300)
|500-500|Preparer Code|Derived from [IDFDV] Field Identifier: ‘SUB-PREPARER’ (seq 1310)
|501-512|Blank|

!Record Name:Code RE - Employer Record
||Column||Description||Source
|1-2|Record Identifier|Constant "RE"
|3-6|Tax year CCYY|From user specified FROM-TO period converted to CCYY
|7|Agent Indicator Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-AGENT-IND’ (seq 1500)
|8-16|Employer/Agent EIN|System derived the applicable Federal reporting EIN, from [IDGV] or [IDGR]
|17-25|Agent for EIN|Derived from [IDFDV] Field Identifier: ‘W2-ER-FOR-EIN’ (seq 1510)
|26|Terminating Business Indicator|Derived from [IDFDV] Field Identifier: ‘W2-ER-TERM-BUS’ (seq 1520)
|27-30|Establishment Number|Derived from [IDFDV] Field Identifier: ‘W2-ER-ESTAB’ (seq 1530)
|31-39|Other EIN|Derived from [IDFDV] Field Identifier: ‘W2-ER-OTHER-EIN’ (seq 1540)
|40-96|Employer Name|Derived from [IDFDV] Field Identifier: ‘W2-ER-NAME’ (seq 2010)
|97-118|Employer Location Address|Derived from [IDFDV] Field Identifier: ‘W2-ER-LOCN-ADDR’ (seq 2020)
|119-140|Employer Delivery Address|Derived from [IDFDV] Field Identifier: ‘W2-ER-DELIV-ADDR’ (seq 2030)
|141-162|Employer City|Derived from [IDFDV] Field Identifier: ‘W2-ER-CITY’ (seq 2040)
|163-164|Employer State Abbreviation|Derived from [IDFDV] Field Identifier: ‘W2-ER-STATE’ (seq 2050)
|165-169|Employer ZIP Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-ZIP’ (seq 2060)
|170-173|Employer ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘W2-ER-ZIP-EXT’ (seq 2070)
|174-174|Kind of Employer|Derived from [IDFDV] Field Identifier: ‘W2-KIND-OF-EMPLOYER’ (seq 2120)
|175-178|Blank|
|179-201|Employer Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘W2-ER-F-STATE’ (seq 2080)
|202-216|Employer Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-F-POSTAL’ (seq 2090)
|217-218|Employer Country Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-COUNTRY’ (seq 2100)
|219|Employment Code|From [IDGR] ‘W2 Employment Type’ or IPRLU FICA and Medicare method\\   \\If IPRLU.FICA method = "Do not calculate" and MEDICARE method is NOT "Do Not Calculate" then the employee is classified as Employment Type ‘Q’ for W2 reporting,  otherwise the W2 Type of employment is derived from [IDGR]\\  \\A set of code RE, RW/RO/RS, RT/RU records will be generated for different types of employment
|220|Tax Jurisdiction Code|Derived from [IDFDV] Field Identifier: ‘W2-ER-TAX-JURIS’ (seq 2110)
|221|Third-Party Sick Pay Indicator|Derived from [IDFDV] Field Identifier: ‘SUB-3RD-PARTY-SICK’ (seq 1480)
|222-512|Blank|

!Record Name:Code RW - Employee Wage Record (Optional for State Quarterly Reporting)
||Column||Description||Source
|1-2|Record Identifier|Constant "RW"
|3-11|Social Security Number|Derived from [IDFDV] Field Identifier: ‘W2-EE-SSN’ (seq 2500)\\  \\If an invalid SSN is encountered, this field is entered with zeroes
|12-26|Employee First Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’ (seq 2510)
|27-41|Employee Middle Name or Initial|Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’ (seq 2520)
|42-61|Employee Last Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’ (seq 2530)
|62-65|Employee Suffix|Derived from [IDFDV] Field Identifier: ‘W2-EE-SUFFIX’ (seq 2540)
|66-87|Employee Location Address|Derived from [IDFDV] Field Identifier: ‘W2-EE-LOCN-ADDR’ (seq 2600)
|88-109|Employee Delivery Address|Derived from [IDFDV] Field Identifier: ‘W2-EE-DELIV-ADDR’ (seq 2610)
|110-131|Employee City|Derived from [IDFDV] Field Identifier: ‘W2-EE-CITY’ (seq 2620)
|132-133|Employee State Abbreviation|Derived from [IDFDV] Field Identifier: ‘W2-EE-STATE’ (seq 2630)
|134-138|Employee ZIP Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP’ (seq 2640)
|139-142|Employee ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP-EXT’ (seq 2650)
|143-147|Blank|
|148-170| Employee Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘W2-EE-F-STATE’ (seq 2660)
|171-185|Employee Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-F-POSTAL’ (seq 2670)
|186-187|Employee Country Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-COUNTRY’ (seq 2680)
|188-198|Wages, Tips and Other Compensation|Derived from [IDFDV] Field Identifier: ‘W2-FIT-WAGE’ (seq 3000)
|199-209|Federal Income Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-FIT-TAX’ (seq 3010)
|210-220|Social Security Wages|Derived from [IDFDV] Field Identifier: ‘W2-SSN-WAGE’ (seq 3020)
|221-231|Social Security Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-SSN-TAX’ (seq 3030)
|232-242|Medicare Wages & Tips|Derived from [IDFDV] Field Identifier: ‘W2-MEDI-WAGE’ (seq 3040)
|243-253|Medicare Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-MEDI-TAX’ (seq 3050)
|254-264|Social Security Tips|Derived from [IDFDV] Field Identifier: ‘W2-SSN-TIP’ (seq 3060)
|265-275|Advanced Earned Income Credit|Derived from [IDFDV] Field Identifier: ‘W2-EIC’ (seq 3080)
|276-286|Dependent Care Benefits|Derived from [IDFDV] Field Identifier: ‘W2-DEP-CARE’ (seq 3090)
|287-297|Deferred Compensation contribution to Section 401(k)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-D’ (seq 4030)
|298-308|Deferred Compensation contribution to Section 403(b)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-E’ (seq 4040)
|309-319|Deferred Compensation contribution to Section 408(k)(6)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-F’ (seq 4050)
|320-330|Deferred Compensation contribution to Section 457(b)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-G’ (seq 4060)
|331-341|Deferred Compensation contribution to Section 501(c)(18)(D)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-H’ (seq 4070)
|342-352|Military Employee’s Basic Quarters and Combat Pay|Derived from [IDFDV] Field Identifier: ‘W2-CODE-Q’ (seq 4140)
|353-363|Non-qualified Plan section 457|Derived from [IDFDV] Field Identifier: ‘W2-NQUAL-457’ (seq 3102)
|364-374|Employer Contribution to a Health Savings Account|Derived from [IDFDV] Field Identifier: ‘W2-CODE-W’ (seq 4190)
|375-385|Non-qualified Plan Not section 457|Derived from [IDFDV] Field Identifier: ‘W2-NQUAL-N457’ (seq 3104)
|386-407|Blank|
|408-418|Employer cost of premiums for Group Term Life insurance over $50000|Derived from [IDFDV] Field Identifier: ‘W2-CODE-C’ (seq 4020)
|419-429|Income from Non-statutory Stock Options|Derived from [IDFDV] Field Identifier: ‘W2-CODE-V’ (seq 4180)
|430-462|Blank|
|463-473|Cost of Employer-Sponsored Health Coverage|Derived from [IDFDV] Field Identifier: ‘W2-CODE-DD’ (seq 4250)
|474-485|Blank|
|486|Statutory Employee Indicator|Derived from [IDFDV] Field Identifier: ‘W2-STAT-EE’ (seq 6000)\\  \\If the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
|487|Blank|
|488|Retirement Plan Indicator|Derived from [IDFDV] Field Identifier: ‘W2-RETIRE-PLAN’ (seq 6020)\\  \\If the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
|489|Third-Party Sick Pay Indicator|Derived from [IDFDV] Field Identifier: ‘W2-3PARTY-SICK’ (seq 6060)\\  \\If the amount is non zero, then ‘1’ is entered, otherwise ‘0’ is entered
|490-512 |Blank|

!Record Name:Code RO - Employee Wage Record (Optional for State Quarterly Reporting)
||Column||Description||Source
|1-2 |Record Identifier|Constant ‘RO’
|3-11|Blank|

;Location 12 to 264:Not applicable to Puerto Rico, Virgin Islands, American Samoa, Guam, or Northern Mariana Islands employees.
||Column||Description||Source
|12-22|Allocated Tips|Derived from [IDFDV] Field Identifier: ‘W2-ALLOC-TIP’ (seq 3070)
|23-33|Uncollected Employee Tax on Tips\\  \\A combination of the uncollected social security tax and the uncollected medicare tax|Derived from [IDFDV] Field Identifier: ‘W2-CODE-A’ + Field Identifier: ‘W2-CODE-B’ (seq 4010)
|34-44|Medical Savings Account|Derived from [IDFDV] Field Identifier: ‘W2-CODE-R’ (seq 4150)
|45-55|Simple Retirement Account|Derived from [IDFDV] Field Identifier: ‘W2-CODE-S’ (seq 4160)
|56-66|Qualified Adoption Expenses|Derived from [IDFDV] Field Identifier: ‘W2-CODE-T’ (seq 4170)
|67-77|Uncollected SSA tax on Group Ins > 50000|Derived from [IDFDV] Field Identifier: ‘W2-CODE-M’ (seq 4110)
|78-88|Uncollected Medicare tax on Group Ins > 50000|Derived from [IDFDV] Field Identifier: ‘W2-CODE-N’ (seq 4120)
|89-110|Blank|
|111-121|Designated Roth Contribution under section 457(b)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-EE’ (seq 4260)
|122-264|Blank|

;Location 265 to 362: For Puerto Rico employees only.
||Column||Description||Source
|265|Civil Status|
|266-274|Spouse’s SSN\\  \\Blank|
|275-285|Wages Subject to Puerto Rico Tax\\  \\Stored as zeroes|
|286-296|Commissions Subject to Puerto Rico Tax\\  \\Stored as zeroes|
|297-307|Allowances Subject to Puerto Rico Tax\\  \\Stored as zeroes|
|308-318|Tips Subject to Puerto Rico Tax\\  \\Stored as zeroes|
|319-329|Total Wages, commissions, tips, and allowances subject to Puerto Rico Tax\\  \\Stored as zeroes|
|330-340|Puerto Rico Tax Withheld\\  \\Stored as zeroes|
|341-351|Retirement Fund Subject to Puerto Rico Tax\\  \\Stored as zeroes|
|352-362|Blank|

Location 363 to 384:For Virgin Islands, American Samoa, Guam, or Northern Mariana Islands employees.
||Column||Description||Source
|363-373|Total wages, tips and other compensation subject to Virgin Islands, income tax\\  \\Stored as zeroes|
|374-384|Virgin Islands, etc… Income Tax Withheld\\  \\Stored as zeroes|
|385-512|Blank|

!Record Name:Code RS - Supplemental Record (Use for State Wage Reporting)
||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\\  \\ e.g.  California is code "06"
|5-9|Taxing Entity Code|If County, City or School district tax is reported, this field is derived from [IDGV] 'W2 TAXING ENTITY' field for the County, City or School district tax being reported
|10-18|Social Security Number|Derived from [IDFDV] Field Identifier: ‘W2-EE-SSN’ (seq 2500)\\  \\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’ (seq 2510)
|34-48|Employee Middle Name or Initial|Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’ (seq 2520)
|49-68|Employee Last Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’ (seq 2530)
|69-72|Employee Suffix|Derived from [IDFDV] Field Identifier: ‘W2-EE-SUFFIX’ (seq 2540)
|73-94|Employee Location Address|Derived from [IDFDV] Field Identifier: ‘W2-EE-LOCN-ADDR’ (seq 2600)
|95-116|Employee Delivery Address|Derived from [IDFDV] Field Identifier: ‘W2-EE-DELIV-ADDR’ (seq 2610)
|117-138|Employee City|Derived from [IDFDV] Field Identifier: ‘W2-EE-CITY’ (seq 2620)
|139-140|Employee State Abbreviation|Derived from [IDFDV] Field Identifier: ‘W2-EE-STATE’ (seq 2630)
|141-145|Employee ZIP Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP’ (seq 2640)
|146-149|Employee ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP-EXT’ (seq 2650)
|150-154|Blank|

155-177     	- Employee Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘W2-EE-F-STATE’ (seq 2660)

178-192     	- Employee Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-F-POSTAL’ (seq 2670)

193-194     	- Employee Country Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-COUNTRY’ (seq 2680)

;Location 195 to 267:Applicable to Quarterly Unemployment Reporting

If the user specified ‘Period Type’ = ‘Quarter’, then Location 195 to 267 will be filled.
Please read document [PR_US_QTR_MMREF_Generic.doc] for detail for quarterly reporting.
||Column||Description||Source
195-196  	- Optional code
		- State Specific Data.  If not used, enter blanks.

197-202		- Reporting Period MMCCYY
		- From user specified Period End Date converted to MMCCYY for the quarter
		- e.g. Period End Date = ‘31-Dec-2003’, then reporting period is ‘122003’

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, therefore RPYEU is 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

214-224		- State Quarterly Unemployment Insurance Taxable Wages
	- this amount is derived from State Quarterly Unemployment Insurance Total Wages and the SUI Maximum wage base as defined by the State government
		- please read document PR_US_QTR_MMREF_Generic.doc for detail for quarterly reporting

225-226		- Number of Weeks Worked
		- From system derived number of Weeks Worked for the Reporting State
	- the system reads all Pay Headers with pay category = ‘Regular Pay’ that are not reversed with Pay Issue Date falls within the user specified Quarter begin and end date
	- if the Pay Header’s Work State or Home State is the same as the reporting State, then the Pay Header Tax Weeks is accumulated

227-234		- Date First Employed MMDDCCYY
		- From system derived latest Employment Hired Date

235-242		- Date of Separation MMDDCCYY
		- From system derived latest Employment Termination Date that is greater than the Employment Hired Date

243-247|Blank|

248-267		- State Employer Account Number|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 screen for the SUI Registration of the State

268-273|Blank|

;Location 274 to 337:Applicable to INCOME TAX REPORTING.

If the user specified ‘Period Type’ = ‘Quarter’ or ‘Year’, then Location 274 to 337 will be filled.
||Column||Description||Source
274-275		- State code, appropriate FIPS postal numeric code
		- system Derived from the State being reported
		- e.g.  California is code "06"

276-286		- State Taxable Wages|Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’(7020) and ‘W2-ST-WAGE-WORK’ (7030)

287-297		- State Income Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-ST-TAX-HOME’ (7040) and ‘W2-ST-TAX-WORK’ (7050)

298-307		- Other State Data, to be defined by each State

			State: California
298-302		- State data SUI Tax|Derived from [IDFDV] Field Identifier: ‘W2-SUI-TAX-ER’ (seq 7230)

303-307		- State data SDI Tax|Derived from [IDFDV] Field Identifier: ‘W2-SDI-TAX-EE’ (seq 7240)

308		- Tax Type Code

		- this field is used to report County, City or School district tax
	- if the County, City or School district requires to report taxes along with the State Tax information, then the following values are used for this field:
			C – City Income Tax
			D – County Income Tax
			E – School District Income Tax
			F – Other Income Tax

	- the user must set up IDGV screen for the Local or School Registration by County/City or School district for the following fields on the Variables Tab:
	- 'W2 STATE MEDIA FILING'
	- 'W2 TAX TYPE CODE'
	- 'W2 TAXING ENTITY'

		- 'W2 STATE MEDIA FILING' indicates whether the County/City or School should report taxes with the State or not
		- 'W2 TAX TYPE CODE' must contain the valid Tax Type Code as defined above
		- 'W2 TAXING ENTITY' contains the Taxing Entity code supplied by the County/City or School government booklet

		- if County, City or School district tax is reported, this field is derived from IDGV 'W2 TAX TYPE CODE' field

309-319		- Local Taxable Wages
		- if School Tax is reported, this field is derived from Identifier ‘W2-SCHL-WAGE’ (seq 6500)
	- if County Tax is reported, this field is derived from Identifier
		‘W2-CN-WAGE-HOME’ and ‘W2-CN-WAGE-WORK’
	- if City Tax is reported, this field is derived from :
		‘W2-CI-WAGE-HOME’ and ‘W2-CI-WAGE-WORK’

320-330		- Local Income Tax Withheld
		- if School Tax is reported, this field is derived from Identifier ‘W2-SCHL-TAX’ (seq 6510)
	- if County Tax is reported, this field is derived from Identifier
		‘W2-CN-TAX-HOME’ and ‘W2-CN-TAX-WORK’
	- if City Tax is reported, this field is derived from :
		‘W2-CI-TAX-HOME’ and ‘W2-CI-TAX-WORK’

331-337		- State Control Number (optional)
		- blank

338-412		- Supplemental Data 1\\  \\State Specific Data\\   \\If not used, enter blanks|

413-487		- Supplemental Data 2\\  \\State Specific Data\\   \\If not used, enter blanks|

488-512|Blank|

;Multiple Code RS records:Multiple code RS records are generated for an employee if there are applicable county, city or school district tax information to be reported for a State.  In this case, the state wages and tax will be zero for the subsequent code RS records.

!Record Name:Code RT - Total Record
||Column||Description||Source

1-2		- Record Identifier
		- Constant "RT"

3-9		- Number of RW Records
		- Total number of code "RW" records reported since last code "RE" record

10-24		- Wages, Tips and Other Compensation|Derived from [IDFDV] Field Identifier: ‘W2-FIT-WAGE’, total of all code "RW" records since last "RE" record

25-39		- Federal Income Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-FIT-TAX’, total of all code "RW" records since last "RE" record

40-54		- Social Security Wages|Derived from [IDFDV] Field Identifier: ‘W2-SSN-WAGE’, total of all code "RW" records since last "RE" record

55-69		- Social Security Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-SSN-TAX’, total of all code "RW" records since last "RE" record

70-84		- Medicare Wages and Tips|Derived from [IDFDV] Field Identifier: ‘W2-MEDI-WAGE’, total of all code "RW" records since last "RE" record

85-99		- Medicare Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-MEDI-TAX’, total of all code "RW" records since last "RE" record

100-114		- Social Security Tips|Derived from [IDFDV] Field Identifier: ‘W2-SSN-TIP’, total of all code "RW" records since last "RE" record

115-129		- Advanced Earned Income Credit|Derived from [IDFDV] Field Identifier: ‘W2-EIC’, total of all code "RW" records since last "RE" record

130-144		- Dependent Care Benefits|Derived from [IDFDV] Field Identifier: ‘W2-DEP-CARE’, total of all code "RW" records since last "RE" record

145-159		- Deferred Compensation Contributions to Section 401(k)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-D’, total of all code "RW" records since last "RE" record

160-174		- Deferred Compensation Contributions to Section 403(b)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-E’, total of all code "RW" records since last "RE" record

175-189		- Deferred Compensation Contributions to Section 408(k)(6)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-F’, total of all code "RW" records since last "RE" record

190-204		- Deferred Compensation Contributions to Section 457(b)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-G’, total of all code "RW" records since last "RE" record

205-219		- Deferred Compensation Contributions to Section 501(c)(18)(D)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-H’, total of all code "RW" records since last "RE" record

220-234		- Military Employee’s Basic Quarters and Combat Pay|Derived from [IDFDV] Field Identifier: ‘W2-CODE-Q’, total of all code ‘RW’ records since last ‘RE’ record 

235-249		- Non-Qualified Plan Section 457|Derived from [IDFDV] Field Identifier: ‘W2-NQUAL-457’, total of all code "RW" records since last "RE" record

250-264		- Employer Contribution to a Health Savings Account|Derived from [IDFDV] Field Identifier: ‘W2-CODE-W’, total of all code ‘RW’ records since last ‘RE’ record

265-279		- Non-Qualified Plan Not Section 457|Derived from [IDFDV] Field Identifier: ‘W2-NQUAL-N457’, total of all code "RW" records since last "RE" record

280-294|Blank|

295-309		- Cost of Employer-Sponsored Health Coverage|Derived from [IDFDV] Field Identifier: ‘W2-CODE-DD’, total of all code "RW" records since last "RE" record

310-324		- Employer Cost of Premiums for Group Term Life Insurance over $50000|Derived from [IDFDV] Field Identifier: ‘W2-CODE-C’, total of all code "RW" records since last "RE" record

325-339		- Income Tax Withheld by Third-Party Payer|Derived from [IDFDV] Field Identifier: ‘SUB-3RD-PARTY-TAX’, total of all code "RW" records since last "RE" record

340-354		- Income from Non-statutory Stock options|Derived from [IDFDV] Field Identifier: ‘W2-CODE-V’, total of all code "RW" records since last "RE" record

355-512|Blank|

!Record Name:Code RU - Total Record (Optional for State Quarterly Reporting)
||Column||Description||Source

1-2		- Record Identifier
		- Constant "RU"

3-9		- Number of RO Records
		- Total number of code "RO" records reported since last code "RE" record

10-24		- Allocated Tips|Derived from [IDFDV] Field Identifier: ‘W2-ALLOC-TIP’, total of all code "RO" records since last "RE" record

25-39		- Uncollected Employee Tax on Tips|Derived from [IDFDV] Field Identifier: ‘W2-CODE-A’ and ‘W2-CODE-B’, total of all code "RO" records since last "RE" record

40-54		- Medical Savings Account|Derived from [IDFDV] Field Identifier: ‘W2-CODE-R’, total of all code "RO" records since last "RE" record

55-69		- Simple Retirement Account|Derived from [IDFDV] Field Identifier: ‘W2-CODE-S’, total of all code "RO" records since last "RE" record

70-84		- Qualified Adoption Expenses|Derived from [IDFDV] Field Identifier: ‘W2-CODE-T’, total of all code "RO" records since last "RE" record

85-99		- Uncollected SSA tax on Group Ins > 50000|Derived from [IDFDV] Field Identifier: ‘W2-CODE-M’, total of all code "RO" records since last "RE" record

100-114		- Uncollected Medicare tax on Group Ins > 50000|Derived from [IDFDV] Field Identifier: ‘W2-CODE-N’, total of all code "RO" records since last "RE" record

115-144	|Blank|

145-159		- Designated Roth Contribution under section 457(b)|Derived from [IDFDV] Field Identifier: ‘W2-CODE-EE’, total of all code "RO" records since last "RE" record

|160-354|Blank|

355-369		- Wages Subject to Puerto Rico Tax\\  \\Stored as zeroes|

370-384		- Commissions Subject to Puerto Rico Tax\\  \\Stored as zeroes|

385-399		- Allowances Subject to Puerto Rico Tax\\  \\Stored as zeroes|

400-414		- Tips Subject to Puerto Rico Tax\\  \\Stored as zeroes|

415-429		- Total Wages, commissions, tips, and allowances subject to Puerto Rico Tax\\  \\Stored as zeroes|

430-444		- Puerto Rico Tax Withheld\\  \\Stored as zeroes|

|445-459|Retirement Fund Subject to Puerto Rico Tax\\  \\Stored as zeroes|
|460-474|Total wages, tips and other compensation subject to Virgin Islands, income tax\\  \\Stored as zeroes|
|475-489|Virgin Islands, or Guam, or American Samoa, or Northern Mariana Islands Income Tax Withheld\\  \\Stored as zeroes|
|490-512|Blank|

!Record Name:Code RF - Final Record
||Column||Description||Source
|1-2|Record Identifier|Constant "RF"
|3-7|Blank|
|8-16| Number of RW Records\\  \\Total number of code "RW" records on file|
|17-512|Blank|
 
----
![Notes|Edit:Internal.US_Annual_Qtrly_Reporting_GEN]
[{InsertPage page='Internal.US_Annual_Qtrly_Reporting_GEN' default='Click to create a new notes page'}]