This page (revision-27) was last changed on 26-Nov-2021 10:22 by lurtan

This page was created on 26-Nov-2021 10:22 by jmyers

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
27 26-Nov-2021 10:22 16 KB lurtan to previous
26 26-Nov-2021 10:22 16 KB kparrott to previous | to last
25 26-Nov-2021 10:22 16 KB kparrott to previous | to last
24 26-Nov-2021 10:22 17 KB kparrott to previous | to last
23 26-Nov-2021 10:22 22 KB eyeung to previous | to last
22 26-Nov-2021 10:22 22 KB kparrott to previous | to last US_Annual_Qtrly_Reporting_GEN ==> Tax Reporting - US General
21 26-Nov-2021 10:22 22 KB jmyers to previous | to last

Page References

Incoming links Outgoing links
Tax Reporting - RI
Tax Reporting - RI

Version management

Difference between version and

At line 3 removed 13 lines
!!What's New for Tax Year 2013
The following changes have been noted for reporting W2 wages to the Federal government:
*W2 File - RA Record – Submitter Record: New specifications have been added to the ‘Contact
E-Mail/Internet’ (positions 446-485) field.
* W2 File - RE Record – Employer Record: The ‘Other EIN’ (positions 31-39) is now applicable
to all tax jurisdiction codes.
* W2 File - RE Record – Employer Record: Five new fields have been added to the RE Employer
Record (position 222-318)
\\o Employer Contact Name (positions 222-248)
\\o Employer Contact Phone Number (positions 249-263)
\\o Employer Contact Phone Extension (positions 264-268)
\\o Employer Contact Fax Number (positions 269-278)
\\o Employer Contact E-Mail/Internet (positions 279-318)
At line 39 changed one line
|Parameters, Annual Form Code:|(example: use standard form code‘HL$US-W2-2014’)
|Parameters, Annual Form Code:|(example: use standard form code‘HL$US-W2-2017’)
At line 41 changed one line
|Parameters, Period End Date:|Year End Date (i.e. 31-Dec-2013)
|Parameters, Period End Date:|Year End Date (i.e. 31-Dec-2016)
At line 78 changed one line
|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’
|197-202|Reporting Period MMCCYY|From user specified Period End Date converted to MMCCYY for the quarter\\ \\e.g. Period End Date = ‘31-Dec-2016’, then reporting period is ‘122016’
At line 90 changed one line
|274-275|State code, appropriate FIPS postal numeric code|Derived from the State being reported\\ \\e.g. Rhode Island numeric code is "44"
|274-275|State code|appropriate FIPS postal numeric code\\ \\Derived from the State being reported\\ \\e.g. Rhode Island numeric code is "44"
At line 94 changed 6 lines
|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\\ \\[IDGV] must be set up 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|
|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\\ \\[IDGV] must be set up 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
At line 107 changed one line
|3-9|Number of RW Records\\ \\Total number of code "RW" records reported since last code "RE" record|
|3-9|Number of RW Records|Total number of code "RW" records reported since last code "RE" record
At line 136 changed one line
|8-16|Number of RW Records\\ \\Total number of code "RW" records on file|
|8-16|Number of RW Records|Total number of code "RW" records on file
At line 146 changed one line
*'Annual Form Code' – use the standard supplied form code HL$US-W2-2013. The ‘Variables’ will need to be entered into this Form code for specific use in the installation.
*'Annual Form Code' – use the standard supplied form code HL$US-W2-2017. The ‘Variables’ will need to be entered into this Form code for specific use in the installation.
At line 149 changed one line
|Period End Date|Enter the quarter end date, i.e. 30-Jun-2012
|Period End Date|Enter the quarter end date, i.e. 30-Jun-2016
At line 157 changed 3 lines
|2-13|Quarterly Wages \\ \\Total Wages paid during quarter|
|14-25|Wage Record total\\ \\Sum of all wages on ‘W’ records|
|26-34|Magnetic Tape Reporter Code\\ \\Only the CD option is supported (for other options, please contact our support department)|Constant ‘CDFILEWGR’ for CD filer’s use.
|2-13|Quarterly Wages|Total Wages paid during quarter
|14-25|Wage Record total|Sum of all wages on ‘W’ records
|26-34|Magnetic Tape Reporter Code|Only the CD option is supported (for other options, please contact our support department)\\ \\Constant ‘CDFILEWGR’ for CD filer’s use.
At line 163 changed 3 lines
|76-77|Year being reported\\ \\Last two digits of year only|
|78-78|Quarter Being Reported\\ \\Either 1, 2, 3, or 4 (i.e January-March = ‘1’)|
|79-89|Employer Name\\ \\Legal Business Name|
|76-77|Year being reported|Last two digits of year only
|78-78|Quarter Being Reported|Either 1, 2, 3, or 4 (i.e January-March = ‘1’)
|79-89|Employer Name|Legal Business Name
At line 172 changed 2 lines
|26-34|Microfilm Index number\\ \\Only the CD option is supported (for other options, please contact our support department)|Constant ‘CDFILEWGR’ for CD filer’s use
|35-43|Employee Social Security Number\\ \\Use zeros if not available|
|26-34|Microfilm Index number|Only the CD option is supported (for other options, please contact our support department)\\ \\Constant ‘CDFILEWGR’ for CD filer’s use
|35-43|Employee Social Security Number|Use zeros if not available
At line 178 changed 5 lines
|76-77|Year Being Reported\\ \\Last two digits of year only|
|78-78|Quarter Being Reported\\ \\Either 1, 2, 3, or 4 (i.e January-March = ‘1’)|
|79-89|Employer Name\\ \\Legal Business Name|
|90-91|Number of Weeks Paid\\ \\Number of Weeks paid during the reporting period\\ \\No decimal allowed|
|92-95|Number of Hours Paid\\ \\Hours worked during the reporting period\\ \\No decimal allowed|
|76-77|Year Being Reported|Last two digits of year only
|78-78|Quarter Being Reported|Either 1, 2, 3, or 4 (i.e January-March = ‘1’)
|79-89|Employer Name|Legal Business Name
|90-91|Number of Weeks Paid|Number of Weeks paid during the reporting period\\ \\No decimal allowed
|92-95|Number of Hours Paid|Hours worked during the reporting period\\ \\No decimal allowed
This page (revision-27) was last changed on 26-Nov-2021 10:22 by lurtanTop