Payroll - W-2 Form State ID Definition

Function

The W-2 Form State ID task is used to set up the valid W-2 State Codes used in the Configuration Process. The State Code and its IRS Numeric Designations are as specified in the Filing Forms Electronically, guidelines published by the Social Security Administration. The Display additional options... button provides access for creating a Code Listing report.

NOTE:

This Data is also furnished via the Annual Update Process.

To access this task...

Select W-2 Processing from the Periodic Processing menu, then select W2 State ID Definition.

W2 State ID Definition

About the Fields

To Enable Edits to the form select edit button.

In the Tax Year column...

  • Enter the Calendar Tax Year that this Code Definition Applies to.

  • Click save buttonto save the record.

  • Click add new button  to add a new record at the end of  the form or insert new button to insert a new record at the current location.

  • Click delete button to delete the record selected.

In the State Cd column...

  • Enter the Official USPS Abbreviation for the State, Territory, US Possession, or Military Post Office.

In the IRS Numeric column...

  • Enter the IRS Numeric Designation as specified in Appendix of the Social Security Administration Publication 42-007.

In the Description column...

  • Enter the Name of the State, Territory, US Possession, or Military Post Office.

When finished making selections...

  • Click save button to save the record.

  • Click add new button to add a new record at the end of  the form or insert new button to insert a new record at the current location.

  • Click delete button to delete the record selected.

If the Window is closed without saving the record, the module issues this confirmation prompt:

Save changes for this record?

  • Click Yes to save the changes.

  • Click No to return to the Payroll W2 Process Menu without saving the record.

  • Click Cancel to return to the Record you are Editing.

Selecting the additional options button display additional options button:

Code Listing

Then you are presented with the choice to print a listing of all W2 State Code Definitions.

Sample W2 State ID Definition Listing

See Output Options