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
Field | Description |
---|---|
Annual Form Code | Mandatory 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 Code | Blank for Annual reporting |
Govt Interface Format | Blank for Annual reporting |
Period Type | Enter the Year for Annual reporting |
Period End Date | Enter the Year Ending Date |
As of Date | The start date of the reporting period |
Combine Employment Type | Should 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 Regist | Should 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 Format | Enter ‘Federal File Format’ for SSA reporting |
Directory Name | Enter a valid directory name |
Media File Name | Enter a file name for the government magnetic media file |
Create Data Dump | Should 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 Level | Users should always run RPYEU with the Trace Level set to 'Exceptions Only', unless more information is required for tracing. |
Regist/Set Up Audit | Option 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 Comment | Enter a comment to print on the RPYEU report |
Print Report On | Options are: *Report only (default) *Report and Output file *Output file only *Do not print |
Field | Description |
---|---|
Entity | Optional To define and report on a specific Entity |
Federal Regist Set | Optional 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 Number | Optional To define and report on a specific Federal Registration Number from IDGV. |
People List | Optional This field limits the process to the people in the defined list |
Person | Optional Person Code of the employee you are testing with |
Select State | Optional Do 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. |
State Regist Set | Optional To define and report on a specific State Registration Set on IDGV. Not required for Annual reporting. |
State Regist Number | Optional Used for Quarterly State Reporting. If a State is not defined, the Federal Registr Number IDGVis used. |
Local Regist Set | Optional To define and report on a specific Local Registration Set |
Local Regist Number | Optional To define and report on a specific Local Registration Numbers Enter Local Regist Set and Local Regist Number only when running for one Local |
Select County | Optional To define and report on a specific Counties |
Select City | Optional To define and report on a specific City |
Select School | Optional To define and report on a specific School District |
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 Options | Description |
---|---|
Sort Level by | How should the employees be group for sorting? |
Sort by Active/Inactive | Should the employees on the report be sorted by their status? |
Sort People by | How should the employees be sorted? |
Provide Sort Level Totals | Optional. Should totals be printed for each 'Sort Level' selected? |
Federal Level Print | Should the amount details be printed for Federal Level? |
State Level Print | Should the amount details be printed for State Level? |
SUI Level Print | Should the amount details be printed for SUI Level? |
Local Level Print | Should the amount details be printed for Local Level? (County and City level) |
School Level Print | Should the amount details be printed for School Level? |
Field | Description |
---|---|
Annual Form Code | Mandatory Use the most current year Form Code (defined on IDFDV) |
Quarterly Form Code | Optional 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 Format | Optional Some states require specific government XML file format that is defined on IDIF. Example: Florida State format is HL$US-QTR-FL2008 Please refer to the State document that indicates if this parameter should be used |
Period Type | Enter ‘Quarter’ for Quarterly reporting |
Period End Date | Enter the Quarter Ending Date |
As of Date | The start date of the reporting period |
Combine Employment Type | Should the employees on the reort be sorted by their Employment Type? Set this toggle to ON to combine ‘Regular’, ‘Other Types’ of employment, such as Agriculture// |
Combine Fed Regist | CShould all the selected 'Federal Regist' for State/Local reporting be combined? Set this toggle to ON to combine all selected ‘Federal Regist’ for State/Local reporting. |
Media Format | Enter ‘State File Format’ or ‘SUI File Format’ for State reporting For the ‘SUI File Format’, the ‘SUI Registration Number' from IDGV is used. |
Report Filters
Field | Description |
---|---|
Federal Regist Set | Optional To define and report on a specific ‘Federal Regist Set’ from IDGV. Do not define this field if the run is for all employees. |
Federal Regist Number | Optional To define and report on a specific Federal Registration Number from IDGV |
Select State | Mandatory for Quarterly State Filing. If a State is not entered, the process is run for Federal reporting. |
State Regist Set | Optional Enter the State Registration Set. Enter the ‘State Regist Set’ and 'State Registration Number' fields only when running for one State. |
State Regist Number | Optional Enter the State Registration Number. Enter the ‘State Regist Set’ and 'State Registration Number' fields only when running for one State. |
Please enter other prompts accordingly.
The current year Form Code (HL$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.
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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