W 2_PROCESS_US_YEAR_END_SUMMARY_REPORT
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RPYEU – US Year End Summary Report#

The US Year End Summary Report (RPYEU) is used to verify that the totals are balanced with the Year to Date information before printing the W2 forms.

Produce the US Year End Summary Report.

RPYEU Report Criteria

FieldDescription
Annual Form CodeMandatory
Form Code that is defined on IDFDV
NOTE: always use the most current year Form Code because RPYEU is programmed with Identifiers from the most current year's information. DO NOT use prior year Form Codes because prior year’s Identifiers may be obsolete.
The current year Form Code contains the 'STORE OPTION' field to store the Employer Addresses, Employee Addresses and Amounts in the Government Remittance Tables, which can be viewed on IPGR or IPGH forms.
Quarterly Form CodeBlank for Annual reporting
Govt Interface FormatBlank for Annual reporting
Period TypeEnter the Year for Annual reporting
Period End DateEnter the Year Ending Date
As of DateThe start date of the reporting period
Combine Employment TypeShould the employees on the reort be sorted by their Employment Type?
Set this toggle to ON to combine ‘Regular’, ‘Other Types’ of employment, such as Agriculture//
Combine Fed RegistShould all the selected 'Federal Regist' for State/Local reporting be combined? Set this toggle to ON to combine all selected ‘Federal Regist’ for State/Local reporting.
Do not set this toggle to ON when generating the Federal File
When this toggle is set to ON, RPYEU will not store the Federal Level amounts on IPGH because the Federal Registration Numbers are combined and will not be linked to a specific Federal Registration Number.
Media FormatEnter ‘Federal File Format’ for SSA reporting
Directory NameEnter a valid directory name
Media File NameEnter a file name for the government magnetic media file
Create Data DumpShould a data dump file with a .csv extension by generated?
When this toggle is set to ON, RPYEU will generate data dump files with a .csv extension for Federal, State, Local and School information. Users can open the data dump file in an Excel spreadsheet for debugging and balancing purposes.
Trace LevelUsers should always run RPYEU with the Trace Level set to 'Exceptions Only', unless more information is required for tracing.
Regist/Set Up AuditOption to print exceptions that may exist from set up.
Options are:
*00-Do not print, run
*01-Print, Do not run
*02-Print and run
*03-Excp and run
User CommentEnter a comment to print on the RPYEU report
Print Report OnOptions are:
*Report only (default)
*Report and Output file
*Output file only
*Do not print

RPYEU Report Filters#

FieldDescription
EntityTo define and report on a specific Entity. Optional
Federal Regist SetTo define and report on a specific ‘Federal Regist Set’ from IDGV. Do not define this field if the run is for all employees. Optional
Federal Regist NumberTo define and report on a specific Federal Registration Number from IDGV. Optional
People ListThis field limits the process to the people in the defined list. Optional
PersonPerson Code of the employee you are testing with. Optional
Select StateDo not enter a State when generating the Federal File or W2 forms.
If a State is defined, RPYEU will report by the defined State only. Optional
State Regist SetTo define and report on a specific State Registration Set on IDGV. Not required for Annual reporting. Optional
State Regist NumberUsed for Quarterly State Reporting.
If a State is not defined, the Federal Registr Number IDGVis used. Optional
Local Regist SetTo define and report on a specific Local Registration Set. Optional
Local Regist NumberTo define and report on a specific Local Registration Numbers
Enter Local Regist Set and Local Regist Number only when running for one Local. Optional
Select CountyTo define and report on a specific Counties. Optional
Select CityTo define and report on a specific City. Optional
Select SchoolTo define and report on a specific School District. Optional

RPYEU Report Run Options Tab
For Annual reporting, RPYEU generates .xml file for RPW2 to print W2 Forms and generates Federal media file for SSA government.

Report OptionsDescription
Sort Level byHow should the employees be group for sorting?
Sort by Active/InactiveShould the employees on the report be sorted by their status?
Sort People byHow should the employees be sorted?
Provide Sort Level TotalsOptional. Should totals be printed for each 'Sort Level' selected?
Federal Level PrintShould the amount details be printed for Federal Level?
State Level PrintShould the amount details be printed for State Level?
SUI Level PrintShould the amount details be printed for SUI Level?
Local Level PrintShould the amount details be printed for Local Level? (County and City level)
School Level PrintShould the amount details be printed for School Level?

RPYEU Selection Criteria – Quarterly Reporting#

FieldDescription
Annual Form CodeMandatory
Use the most current year Form Code (defined on IDFDV)
Quarterly Form CodeOptional
If not defined, it defaults to the Annual Form Code with EFW2 format.
If the State is using a format such as the ICESA, TIB-4 and special format for quarterly reporting, enter 'HL$US-QTR-2014.
‘HL$US-QTR-2014’ will not be updated after 2014 because this format code is only used for prior year ICESA and TIB-4 formats. Most states are now converted to EFW2
Govt Interface FormatOptional
Some states require specific government XML file format that is defined on IDIF. Example: Florida State format is HL$US-QTR-FL2008
Please refer to the State document that indicates if this parameter should be used
Period TypeEnter ‘Quarter’ for Quarterly reporting
Period End DateEnter the Quarter Ending Date
As of DateThe start date of the reporting period
Combine Employment TypeShould the employees on the reort be sorted by their Employment Type?
Set this toggle to ON to combine ‘Regular’, ‘Other Types’ of employment, such as Agriculture//
Combine Fed RegistCShould all the selected 'Federal Regist' for State/Local reporting be combined? Set this toggle to ON to combine all selected ‘Federal Regist’ for State/Local reporting.
Media FormatEnter ‘State File Format’ or ‘SUI File Format’ for State reporting
For the ‘SUI File Format’, the ‘SUI Registration Number' from IDGV is used.

RPYEU Report Filters

FieldDescription
Federal Regist SetOptional
To define and report on a specific ‘Federal Regist Set’ from IDGV. Do not define this field if the run is for all employees.
Federal Regist NumberOptional
To define and report on a specific Federal Registration Number from IDGV
Select StateMandatory for Quarterly State Filing. If a State is not entered, the process is run for Federal reporting.
State Regist SetOptional
Enter the State Registration Set. Enter the ‘State Regist Set’ and 'State Registration Number' fields only when running for one State.
State Regist NumberOptional
Enter the State Registration Number. Enter the ‘State Regist Set’ and 'State Registration Number' fields only when running for one State.

Please enter other prompts accordingly.

RPYEU – Quarterly Form Code Set Up#

The current year Form Code (HL$US-W2-2018) is used to report the Federal File and W2 Form Information for the 2017 year end. This form code information is also used to report the quarterly information for the States for 2018.

High Line uses the Quarterly Identifiers to obtain values that are applicable for ICESA or other specific formats.

RPYEU – Sample Run#