Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Subscribe to the SSDT Newsletter by clicking here. Your email will be added to a distribution list.
Report Bundles
Amanda article... Feature article for the newsletter.. need to discuss how the MONTHLYCD/PAYROLLCD report bundles work as well as custom report bundles
W2 Reporting
Lori article..In USPS-R you have the capability to create a W2 Report for verification of data as well as the creation of an XML file that will be used by your ITC for the printing of W2’s. The system also allows for the creation of the W2Tape file which is used for submission of your calendar year end 2019 data to the SSA. You can also create W2 tape files for CCA , RITA and special City reporting. New this year any district that files 10 or more W2 forms with the State of Pennsylvania are now required to file those forms electronically. The USPS-R system now offers the option to create a Pennsylvania submission tape file and transmittal csv file that can be uploaded through eTIDES.
W2 Report-
To create a W2 Report go to Reports/W2 Report and Submission. Click on the Report button. If you wish to include specific payroll items for Box 14 reporting on the W2 you may enter the code(s) in the Image Addedbox, click on the Payroll Item and then click “Add.”
*Note- Leased Vehicle information is always included as the first option in Box 14 (if applicable) and then other selected payroll items will follow. Only the first 3 payroll items selected for each employee will be listed in the order they were selected on the setup screen.
- W2 Report can be processed as many times as necessary.
W2 XML file-
To create a W2 XML file for W2 printing, under Reports/W2 Report and Submission click on the XML button. If processing immediately after W2 Report the selected Payroll Items for Box 14 will be displayed in the order they were selected for the report. If not immediately after W2 Report then choose the specific Payroll Items you wish to appear in Box 14 on the W2. Click on the Image Added button.
- You will want to Save the W2 FORM DATA XML file to your desktop or a folder of your choosing.
- You will then securely send the XML file to your ITC for printing.
W2 TAPE.SEQ, W2CCA.SEQ and W2RITA.SEQ tape files-
To create the W2 Submission file, W2 CCA Submission file, or W2 RITA Submission file, under Reports/W2 Report and Submission click on the Submission button. Verify all populated district data is accurate. You must enter in a Contact Name, Contact Phone Number and Contact Email Address. Click on the appropriate Image Added or Image Added or Image Addedbutton.
*Note- Each tape file you wish to create must be run separately.
- Save the respective SEQ file to your desktop or a folder of your choosing.
- You will securely send the W2TAPE.SEQ, W2 CCA.SEQ (if applicable) and W2RITA.SEQ (if applicable) file to your ITC for submission.
W2 Specific City Tape Files-
*Note- you and your ITC must be in agreement on which cities they submit files to.
To create city tape files, under Reports/W2 Report and Submission click on the W2 City Options tab. Verify all populated district data is accurate. Enter in the Tax Entity Code of the city you are processing the tape file for. Click on the Image Added button.
- Save the file to your desktop or folder of your choosing.
- You will securely send the W2CITY_XXXX.SEQ file to your ITC for submission.
- Repeat this process for each specific city that you wish to create a submission file for.
W2 Pennsylvania Submission file and Pennsylvania CSV Transmittal File-
To create the Pennsylvania W2 Submission file, under Reports/W2 Report and Submission click on the W2 State Options tab. Verify all populated district data is accurate. You must enter in a Contact Name, Contact Phone Number and Contact Email Address. Click on the Image Added button.
- Save the file W2PA.SEQ file to your desktop or folder of your choosing.
To create the Pennsylvania CSV Transmittal file click the Image Added button.
- Save the W2PA_TRANS.CSV file to your desktop or a folder of your choosing.
*Note- When generating the Pennsylvania CSV Transmittal file during the first year of converting to USPSR, quarter amounts will need to be manually added to the generated file. A template file will be generated with placeholders to enter these values. Counts for 1099’s will also have to be manually entered in the file.
- You will need to log into the eTIDES website and upload the W2PA.SEQ file and the W2PA_TRANS.CSV file for submission.
1099 Reporting
Michelle article...
Follow us:
Useful links:
Panel | ||||||
---|---|---|---|---|---|---|
| ||||||
Using Mass load to update City and OSDI rates for 2020 Mass Load can be used to easily update payroll item rates at anytime:
|
Panel | ||||||
---|---|---|---|---|---|---|
| ||||||
USPS-R Deceased Employee Final Payment Processing Listed below are some important facts pertaining to processing a final payment for a deceased employee: Important Fact-
Processing Facts-
Reporting of the payment-
Click the following link to the documentation that contains full details on how to process a payment for a Deceased Employee. |
REDESIGN STATUS | |
---|---|
105 Sites Live on Redesign | 65 Total Wave 4 Sites |
15 Participating ITCs | 134 Total Districts Participating |
Please view the Current List of Districts & Status to see a comprehensive list of school districts along with their ITC, implementation status and the wave they are scheduled to migrate from Classic to Redesign.
The following terminology is used to determine where in the implementation process the entity is currently at:
Implementing: The ITC is running test imports and balancing reports on the entity. The district and ITC are working to schedule dates to begin dual processing and go live.
Paralleling: The entity is inputting all production transactions into both Classic and Redesign.
Live: The entity is using Redesign for production processing; no parallel processing is being performed; Classic is available in 'read-only' mode.
Panel | ||||||
---|---|---|---|---|---|---|
| ||||||
Redesign video available for AOS/LGS/Independent Auditors Our UAT group has recorded a training video for auditors. It has been posted to the SSDT YouTube channel. The video includes an overview of the grids and report features as well as tips and tricks to assist them in maneuvering around the Redesign software. |