Page tree

Versions Compared

Key

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

...

  •  4.  Verify SSN Numbers
    • Using W2MAINT, SSN can be verified at any time prior to printing W2's.
      • Run W2MAINT, selecting the SSAEVS option - creates the EVSREQ2K.SEQ file 
      • Upload EVSREQ2K.SEQ file to Social Security Administration
      • When Social Security Administration returns the error file, rename the file to EVSREQ2K.SEQ
      • File transfer EVSREQ2K.SEQ from your computer to Classic
      • Run W2MAINT, selecting the EVSTRN option.  This creates a printable report of any errors.
      • MASCHG/CHGSSN can be used to update any social security numbers.
  •  5.  Verify the W2 Abbrev field on all USPSCNUSPSDAT/DEDSCN DEDNAM OSDI records.
    • OSDI code needs to be listed first (required), followed by any description.  Click here for a complete list of OSDI codes.
  •  

    6.  If you have any employees who have Bowling Green, Maumee, Napoleon, Oregon, Perrysburg, Sylvania, and Toledo City tax withheld, the tax information can be filed electronically. NWOCA can submit this data on your behalf. Insure the tax entity code is entered on the respective city tax records in the DEDNAM/Tax Entity code field.

    Warning
    The information cannot be filed electronically unless the entity code is present (BOWLI, MAUME, NAPOL, OREGO, PBURG, SYLV, and TOLED).


  •  7.  For any city reporting to RITA, verify the following:
    • On the USPSDAT/DEDNAM city record(s) verify the RITA assigned code is entered, flag is set to Y, and RITA assigned description is entered.
    • For the employees having the city tax withheld, verify the USPSCN/DEDSCN Employ/Residence flag is marked as C (Employment) or R (Residence). 


      Info
      https://www.ritaohio.com/TaxRatesTable


...

  •  23.  Verify the W2 Abbrev field on all USPSCNUSPSDAT/DEDSCN DEDNAM OSDI records.
    • OSDI code needs to be listed first (required), followed by any description.  Click here for a complete list of OSDI codes.
  •  

    24.  If you have any employees who have Bowling Green, Maumee, Napoleon, Oregon, Perrysburg, Sylvania, and Toledo City tax withheld, the tax information can be filed electronically. NWOCA can submit this data on your behalf. Insure the tax entity code is entered on the respective city tax records in the DEDNAM/Tax Entity code field.

    Warning
    The information cannot be filed electronically unless the entity code is present (BOWLI, MAUME, NAPOL, OREGO, PBURG, SYLV, and TOLED).


  •  25.  For any city reporting to RITA, verify the following:
    • On the USPSDAT/DEDNAM city record(s) verify the RITA assigned code is entered, flag is set to Y, and RITA assigned description is entered.
    • For the employees having the city tax withheld, verify the USPSCN/DEDSCN Employ/Residence flag is marked as C (Employment) or R (Residence). 


      Info
      https://www.ritaohio.com/TaxRatesTable


  •  26.  For any city reporting to CCA, verify the following:
    • On the USPSDAT/DEDNAM city record(s) verify the CCA assigned code is entered, flag is set to Y, and CCA assigned description is entered.
    • Any district that reports to the CCA must also make sure that they review the Appendices that the CCA has published.  City codes MUST be in for cities on these lists, regardless if they are a CCA city or not.  These cities get reported in the file that is sent to CCA and must be coded.  
    • For the employees having the CCA or any other city tax withheld, verify the USPSCN/DEDSCN Employ/Residence flag is marked as C (Employment) or R (Residence). 
      Status
      colourRed
      titleThis is Required
    • Finally, please check your employee's addresses to make sure you are following the guidelines set up by the US Postal Service in Publication  28:    https://pe.usps.com/cpim/ftp/pubs/pub28/pub28.pdf

...