Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  •  46. Create and Submit City Submission File(s):  This will be run for each city being submitted electronically.
    •  Generate submission file
      • Go to Reports/W2 Report and Submission/W2 City Options
        • Federal ID Number = Defaults to Federal EIN number in Core/Organization. Check for accuracy.
        • Additional Federal ID Number = If additional Federal ID number is available enter here.
        • State ID Number = Defaults to State EIN number in Core/Organization. Check for accuracy.
        • Kind of Employer = Defaults to S, State and Local Government Employer. Can be changed through drop down option.
        • Sort Options = Choose from the drop down option how the report should be sorted.
        • Report for Year = 20XX
        • Employer Name = Defaults to Name in Core/Organization. Check for accuracy.
        • Employer Address first line = Defaults to Street 1 in Core/Organization. Check for accuracy.
        • Employer Address second line = Defaults to Street 2 in Core/Organization. Check for accuracy.
        • Employer City = Defaults to City in Core/Organization. Check for accuracy.
        • Employer State = Defaults to State in Core/Organization. Check for accuracy.
        • Employer Zip Code = Defaults to Postal Code in Core/Organization. Check for accuracy.
        • Tax Entity Code = Code entered on the Payroll Item Configuration record in the Tax Entity code field.
        • Include Amounts For All Cities? = Uncheck the box
        • Include City Name For the Processing City? = Check the box
        • Is this file being resubmitted? = No
        • Type of Software = In-House Program
        • Preparer Code = L - Self-Prepared
        • Click Generate City W2 Submission File Summary Report.  Print and save the report.
        • Click Generate City W2 Submission File
        • Save the W2CITY_XXXXX.TXT file to your desktop or some where on your computer.
    •  Upload the file to the appropriate city website.
  •  47. Create and Submit CCA Submission File (if applicable):
    •  Generate submission file
      • Go to Reports/W2 Report and Submission/W2 Report Options
        • Output Type = Submission
        • Federal ID Number = Defaults to Federal EIN number in Core/Organization. Check for accuracy.
        • Additional Federal ID Number = If additional Federal ID number is available enter here.
        • State ID Number = Defaults to State EIN number in Core/Organization. Check for accuracy.
        • Kind of Employer = Defaults to S, State and Local Government Employer. Can be changed through drop down option.
        • Sort Options = Choose from the drop down option how the report should be sorted.
        • Report for Year = 20XX
        • Employer Name = Defaults to Name in Core/Organization. Check for accuracy.
        • Employer Address first line = Defaults to Street 1 in Core/Organization. Check for accuracy.
        • Employer Address second line = Defaults to Street 2 in Core/Organization. Check for accuracy.
        • Employer City = Defaults to City in Core/Organization. Check for accuracy.
        • Employer State = Defaults to State in Core/Organization. Check for accuracy.
        • Employer Zip Code = Defaults to Postal Code in Core/Organization. Check for accuracy.
        • Contact Name = Enter name of employee creating the tape file (required).
        • Contact Phone Number = Enter phone number of person creating tape file (required).
        • Contact Phone Extension = Enter extension of person creating tape file (optional).
        • Contact Fax Number = Enter fax number for person creating tape file (optional).
        • Contact Email Address = Enter email address of person creating tape file (required).
        • Is this file being resubmitted? = No
        • Type of Software = In-House Program
        • Preparer Code = L-Self-Prepared
        • Select Generate CCA W2 Submission File Summary Report.  Print and save.
        • Click Generate CCA W2 Submission File
        • Save the W2MSTCCA.TXT file to your desktop or somewhere on your computer
    •  Upload the W2MSTCCA.TXT to CCA.  Burn CCA information onto a CD using CCA's encrypted method.  
    •  Send CD to CCA, 
  •  48. Create and Submit RITA Submission File (if applicable)
    •  Generate submission file
      • Go to Reports/W2 Report and Submission/W2 Report Options
        • Output Type = Submission
        • Federal ID Number = Defaults to Federal EIN number in Core/Organization. Check for accuracy.
        • Additional Federal ID Number = If additional Federal ID number is available enter here.
        • State ID Number = Defaults to State EIN number in Core/Organization. Check for accuracy.
        • Kind of Employer = Defaults to S, State and Local Government Employer. Can be changed through drop down option.
        • Sort Options = Choose from the drop down option how the report should be sorted.
        • Report for Year = 20XX
        • Employer Name = Defaults to Name in Core/Organization. Check for accuracy.
        • Employer Address first line = Defaults to Street 1 in Core/Organization. Check for accuracy.
        • Employer Address second line = Defaults to Street 2 in Core/Organization. Check for accuracy.
        • Employer City = Defaults to City in Core/Organization. Check for accuracy.
        • Employer State = Defaults to State in Core/Organization. Check for accuracy.
        • Employer Zip Code = Defaults to Postal Code in Core/Organization. Check for accuracy.
        • Contact Name = Enter name of employee creating the tape file (required).
        • Contact Phone Number = Enter phone number of person creating tape file (required).
        • Contact Phone Extension = Enter extension of person creating tape file (optional).
        • Contact Fax Number = Enter fax number for person creating tape file (optional).
        • Contact Email Address = Enter email address of person creating tape file (required).
        • Is this file being resubmitted? = No
        • Type of Software = In-House Program
        • Preparer Code = L-Self-Prepared
        • Select Generate RITA W2 Submission File Summary Report.  Print and save.
        • Click Generate RITA W2 Submission File
        • Save the W2MSTRITA.TXT file to your desktop or somewhere on your computer
    •  Upload the W2MSTRITA.TXT to RITA.  
  •  49.  Close the December posting period.
    •  Go to Core/Posting Period/click on the  option.  The Open field should say False.