[{TableOfContents }] !!!US W2 ANNUAL AND QUARTERLY PROCESSING - WISCONSIN !!Set Up This document contains abbreviated set up requirement for the specific state only, please refer to the general document ([Tax Reporting - US General]) for other setup procedures that may also be required. !!Set Up !IDGV - State Registration *The [IDGV Definition|IDGV#DefinitionTab] tab must be set up for 'State Registration' for State/Province: Wisconsin *The [IDGV Variables|IDGV#VariablesTab] tab must be set up for 'State Registration' for State/Province: Wisconsin *‘W2 STATE MEDIA FILING’ - Must be ‘01’ in order to generate the Federal File layout that can be used to send to both the federal and state government. !!State Procedures *The Wisconsin Department of Revenue accepts filing of W2s via magnetic media using the EFW2 format *The required Record codes are: Code RA,RE,RW,RS,RF *Wisconsin State allows for filing of the Wisconsin state information along with the federal file and other states’ information. Therefore, [IDGV] must be set up for State Registration of Wisconsin with the [IDGV] Variable: **‘W2 STATE MEDIA FILING’ 01 – Federal File format !Annual W2 Wage Reporting – EFW2 Format [RPYEU] must be run and the following selected to generate Federal file information: |Report List Filters, Select State:|Do not select any state as this will process all states (Through this [RPYEU] run, the Media File can be sent to both the SSA government and WI State government). If it is desired to send Wisconsin State information to the Wisconsin State, [RPYEU] can be run by selecting the Wisconsin State only. |Parameters, Annual Form Code:|(example: use standard form code‘HL$US-W2-2017’) |Parameters, Period Type:| Year |Parameters, Period End Date:|Year End Date (i.e. 31-Dec-2016) |Parameters, Media Format:|Federal File Format (to include the required code RW for state reporting) %%warning The Directory and Media File Name parameters must be populated or an output file will not be produced.%% !!State Magnetic Media Reporting – EFW2 Format !Record Name: Code RA – Submitter Record (Same as the Federal Code RA) [{InsertPage page='W2_EFW2_RECORD_RA'}] \\ !Record Name: Code RE – Employer Record (Same as the Federal Code RE) [{InsertPage page='W2_EFW2_RECORD_RE'}] \\ !Record Name: Code RW – Employee Wage Record (Required) ||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|Filler| |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) ||Column||Description||Source |1-2|Record Identifier|Constant ‘RO’ |3-11|Blank| ;Location 12 to 264:Does not apply 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 are for Puerto Rico Employees only. ||Column||Description||Source |265|Blank| |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 - State Record (Required, include state of Wisconsin records only) ||Column||Description||Source |1-2|Record Identifier|Constant "RS" |3-4|State code, appropriate FIPS postal numeric code|Derived from the State being reported\\ \\e.g. Wisconsin is code "55" |5-9|Taxing Entity Code|Not required |10-18|Social Security Number|Derived from [IDFDV] Field Identifier: ‘W2-EE-SSN’\\ \\If an invalid SSN is encountered, this field is entered with zeroes. |19-33|Employee First Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-FIRST-NAME’ |34-48|Employee Middle Name or Initial|Derived from [IDFDV] Field Identifier: ‘W2-EE-MIDDLE’ |49-68|Employee Last Name|Derived from [IDFDV] Field Identifier: ‘W2-EE-LAST-NAME’ |69-72|Employee Suffix|Derived from [IDFDV] Field Identifier: ‘W2-EE-SUFFIX’ |73-94|Employee Location Address|Derived from [IDFDV] Field Identifier: ‘W2-EE-LOCN-ADDR’ |95-116|Employee Delivery Address|Derived from [IDFDV] Field Identifier: ‘W2-EE-DELIV-ADDR’ |117-138|Employee City|Derived from [IDFDV] Field Identifier: ‘W2-EE-CITY’ |139-140|Employee State Abbreviation|Derived from [IDFDV] Field Identifier: ‘W2-EE-STATE’ |141-145|Employee ZIP Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP’ |146-149|Employee ZIP Code Extension|Derived from [IDFDV] Field Identifier: ‘W2-EE-ZIP-EXT’ |150-154|Blank| |155-177 |Employee Foreign State/Province|Derived from [IDFDV] Field Identifier: ‘W2-EE-F-STATE’\\ \\Not read by PA Revenue |178-192|Employee Foreign Postal Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-F-POSTAL’\\ \\Not read by PA Revenue |193-194|Employee Country Code|Derived from [IDFDV] Field Identifier: ‘W2-EE-COUNTRY’\\ \\Not read by PA Revenue |195-247 WI|Not required| |248-267|State Employer Account Number|Derived from [IDFDV] Field Identifier: ‘W2-STATE-REGIST’ for the reporting State |268-273|Blank| |274-275|State code|Appropriate FIPS postal numeric code\\ \\Derived from the state being reported\\ \\e.g. Wisconsin is code "55" |276-286|State Taxable Wages|Derived from [IDFDV] Field Identifier: ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ |287-297|State Income Tax Withheld|Derived from [IDFDV] Field Identifier: ‘W2-ST-TAX-HOME’ and ‘W2-ST-TAX-WORK’ |298-307|State advanced EIC|Derived from [IDFDV] Field Identifier: ‘W2-OTHER-20’ (seq code 5190)’ |308-512|Not required| !Record Name: Code RT - Total Record (Optional) ||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|Filler| |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) ||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 RV – Total State Record (optional) ||Column||Description||Source |1-2|Record Identifier|Constant "RV" |3-512|To be defined by participating states !Record Name: Code RF - Final Record (Required) ||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| !!State Quarterly UI Wage Reporting – State Format (80-character Special Format) [RPYEU] must be run and the following selected to generate State UI File information: |Media Format|State SUI File Format |Select State|Wisconsin, USA *The ‘Quarterly Form Code’ must be entered in order to produce the UI File in the Wisconsin State required format *Wisconsin state must be selected in the ‘Report List Filters’. *'Annual Form Code’ – use the standard supplied form code HL$US-W2-2017. The ‘Variables’ will need to be entered into this Form code for specific use in the installation. *The ‘Quarterly Form Code’ must be entered in order to produce UI wage file in [ICESA] format. Use the supplied Form Code ‘HL$US-QTR-2012’. The ‘Variables’ will need to be entered into this Form code for specific use in the installation. |Period Type|Quarter |Period End Date|Enter the quarter end date, i.e. 30-Jun-2016 |Media File Type|State SUI File Format %%warning If the Directory Name/Media File Name is not supplied, an output file will not be produced.%% !UI Wage Reporting Detail Record Format ||Column||Description||Source |1-10|Employer UI Account Number| |11-13|Reporting Period Quarter Year (QYY)| |14-22|Social Security Number| |23-32|Employee Last Name| |33-40|Employee First Name| |41-49|Employe Quarterly UI Total Gross Wages|Derived from the [IDFDV] SUI Total Wages |50-51|Record Code|Constant ‘01’ |52-80|Blank| ---- ![Notes|Edit:Internal.Tax Reporting - WI] [{InsertPage page='Internal.Tax Reporting - WI' default='Click to create a new notes page'}]