The W2 Report module creates a report used for reporting W2 wage information at calendar year end.
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Example of CCA W2 Submission File for districts to submit - W2MSTCCA.txt
For More information on CCA setup, please click here.
Example of CCA W2 Submission File Summary
Example of CCA W2 Submission File City Summary Report
Example of RITA W2 Submission File for districts to submit - W2MSTRITA.txt
The file will contain records for employees with CCA cities AND any other cities withheld for an employee who has a CCA city withheld.
If the city on the W2 CCA Submission File City Summary report is a CCA city (the city pay item configuration has report to CCA checked), then the Employees Processed, City Wages (taxable gross) and City Tax Withheld for the city, should match what is shown on the W2 Report, Report Summary of the city tax item.
If a non CCA city is on the W2 CCA Submission File City Summary report because an employee has a different city withheld that is CCA, then those totals may not match the W2 report because the W2 report Summary may contain additional employees for the city who do not also have a different city withheld that is CCA.
For More information on CCA setup, please click here.
Example of CCA W2 Submission File Summary
Example of CCA W2 Submission File City Summary Report
Example of RITA W2 Submission File for districts to submit - W2MSTRITA.txt
For more information on RITA setup, please click here.
For employees that worked or lived in at least one RITA municipality, employers are required to report for each employee every municipality for which tax was withheld or should have been withheld.
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Example of RITA W2 Submission File City Summary Report
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The report will show a breakdown of the cities that are included in the RITA file. It will show each city with a count of Employees Processed, taxable gross (City Wages) and City Tax Withheld. If the city on the city summary report is a RITA city (the city pay item configuration has a value in the RITA field if it is a RITA city), then the Employees Processed and City Tax Withheld for the city should match what is shown on the W2 report in the report summary of the city tax item.
Employee's will only show City Wages if the Payroll Item' Deduction type' is marked as 'Employment'
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The taxable gross (city wages) likely will not match the w2 report summary because RITA only includes the taxable gross in the submission file if the city deduction type is not RESIDENCE (this value is on each individual employee's city tax item). If the deduction type is RESIDENCE, the taxable gross in the submission file and the summary report, will be 0.00. Therefore, the City Wages (
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taxable gross) on the
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W2 RITA Submission File City Summary report is usually smaller than the
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w2 summary for the city.
Creating the Submission File for ITC to Submit
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- The Medicare gross wages amount is incorrect or the FICA (Social Security) gross wages amount is incorrect. Please update the gross amount using CORE/ADJUSTMENTS/TOTAL GROSS that has the incorrect amount. This error should be corrected before creating a submission file. The Social Security Administration will contact the district if this error is not fixed.
- The Medicare gross wages amount is incorrect or the FICA (Social Security) gross wages amount is incorrect. Please update the gross amount using CORE/ADJUSTMENTS/TOTAL GROSS that has the incorrect amount. This error should be corrected before creating a submission file. The Social Security Administration will contact the district if this error is not fixed.
Error This employee has FICA wages without any Medicare wages
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- The W2 Processing program verifies that the annuity (generally in the 500-599 payroll items code range) payroll item amount equals the calculated annuity amount. The calculated amount is determined by taking the total gross and subtracting the taxable gross. The result is the amount of the annuity that was in effect while the tax was being withheld. If this calculated value differs from the totals on the annuity records, the warning appears.
This warning is often associated with a change that has been made to the taxable gross but no corresponding change was made to the total gross or vice versa. Manual adjustments in CORE/ADJUSTMENTS option to the annuity amounts may also cause this warning. Run the Audit Trail report to attempt to isolate these situations.
If an annuity was in effect for only part of the year, this warning may appear and can be ignored.- Using Core/Adjustment, enter an adjustment to the Total Gross to Federal, State, City (if they honored the annuity initially) OSDI and Medicare
- The W2 Processing program verifies that the annuity (generally in the 500-599 payroll items code range) payroll item amount equals the calculated annuity amount. The calculated amount is determined by taking the total gross and subtracting the taxable gross. The result is the amount of the annuity that was in effect while the tax was being withheld. If this calculated value differs from the totals on the annuity records, the warning appears.
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- On the federal tax record, there is a pension plan box flag. This flag is used to indicate if the pension plan box on the W2 should be checked. There are three values for the flag:
- Automatically check the pension plan box per W2 Processing calculations
Yes, check the pension plan box
No, never check the pension plan box
- Automatically check the pension plan box per W2 Processing calculations
- On the federal tax record, there is a pension plan box flag. This flag is used to indicate if the pension plan box on the W2 should be checked. There are three values for the flag:
W2 Report Summary Breakdown
Dependent Care Report: This report is the total of all Payroll Item Configuration>Type equaling Dependent Care and the Annuity Type equaling Section125NonWages.
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Criteria for an Employee to be Included on the W2 Report, W2 Submission File, W2 Form File
- If the Federal YTD Gross is not equal to 0 or
- If the Federal YTD Amount Withheld is not equal to 0 or
- If the OSDI Taxable Gross is not equal to 0 or
- If the Employee Medicare/FICA Taxable Gross amount is not equal to 0
USPS-R W2 Submission Overview Video
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