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Create new W2City Override

The W2 City Overrides allows districts to override different fields in the SSA EFW2 form file for different City tax requirements. The new files created will be saved in the File Archive/20XX - Calendar Year Reports.

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To create an override for an RS record field, click on Image Added 

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Enter the Name of the W2 City Override

Enter a Description of the W2 city Override

To override an RS record field, click the Image Added button at the bottom of the RS Field Overrides. Select a field name from 1 of the 4 available fields. The drop-down indicates the positions on the RS record that the override value will be applied to.

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Enter a Field Value for the override. The override values can also be set to a pre-defined variable value to pull information from the city records. To see the available overrides, click the Image Addedbutton. A window will display showing the variables and description of what the variables will translate to:

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To use a variable, type it into the Field Value or highlight and copy and past into the Field Value box



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In the Applies To selection, select which city the override value should be applied to. You can apply to just the city that matches the tax entity code you supply when running W2 city, other cities that do not match the entered tax entity code, or all city records.

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Add overrides for each of the available fields as needed:

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If added in error, click on the Image Added next to the line to delete

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Click on Image Added to save the new W2 City Override or Cancel to Exit without saving

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Go to W2 Report - W2 City Options and select from the dropdown the 'Optional Custom City Submission Override' and click on Generate City W2 Submission File

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Example of W2CITY_xxx.TXT with the override Line 195-196

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To include RO Records

The W2 City Override also has the option to include RO Records. If this box is checked, then a RO record will be generated for any employee who has a federal medical savings, adoption assistance, or designated roth 457B amount.  If there are any RO records generated in the city file,  you will also see a RU record that totals the RO records.

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Example of a W2CITY_xxx.TXT

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