This appendix contains the following topic:
Following are the permanent control tables that the system uses in processing W-2, 1099, and 499R-2 forms.
The system uses each of the following permanent control tables in at least two of the W-2 processing steps in this guide.
This table contains all of the parameters that are necessary for building other workfiles. It also contains a single record for each version of the DREAM Writer that you run.
This table contains a single record for each form type within the version and parent company that the system processes. Each record contains the number of forms that are in the version. The information includes:
Forms the system expects
Forms to print
Employees to process
This table tracks the number of forms that you have printed and remain to be printed. This sequencing control allows you to issue all year-end forms before you generate electronic filing.
Note:
If you are processing multiple companies and summarizing to the tax ID level, a single record contains data for all of the companies with the same tax ID (EIN - Employer Identification Number).This table contains a single record for each version and parent company that the system processes. Each record contains wage and tax information for all employees who had federal earnings in the company. For example, if three employees have Box 10 wages of $10,000.00 each for company 001, the single record contains Box 10 wages of $30,000.00.
If you choose tax ID summarization, the system creates a primary record for the parent and non-primary company records within the parent (tax ID). In addition, if an employee had earnings for various types of history, such as third-party sick pay, the system creates separate records to generate a separate year-end form (W-3).
The types of information in this table include:
W-2 Information (Form Type 0)
Federal/A - Federal Income Wage and Tax
Federal/B - Earned Income Tax Credit
Federal/D - OASDI (FICA) Wage and Tax
Federal/DT - FICA Taxable Tips
Federal/P - Medicare Wage and Tax
Federal/R - Tier I Wage and Tax
Federal/T - Tier II Wage and Tax
Allocated Tips
1099 Fields (Form Type 5)
Federal/A - Federal Income Tax Withheld
Amount Reported
State/F - State Income Tax Withheld
Local/X - Local Income Tax Withheld
499R-2 Information (Form Type 2)
Federal/D - OASDI (FICA) Wage and Tax
Federal/D - Employees Paid by Month (Future)
Federal/D - Total Wages by Month (Future)
Federal/D - Tax Withheld by Month (Future)
Federal/D - Tax Paid by Month (Future)
W-2 Electronic Filing Information
Federal/A - Federal Income Wage and Tax
Federal/D - OASDI (FICA) Wage and Tax
Federal/P - Medicare Wage and Tax
NQP - Non-Qualified Plan Amounts
Deferred Compensation
Non-Qualified Non-457
Dependent Care
Group Term Life Amounts
The system uses the information in this table to print the W-3 and 1096 forms and to verify that the individual employee records total to the amounts in this table. The system also uses this table to verify that the electronic filing amounts that you report match those of the W-3 and 1096 forms.
This table contains a record for each of the reports that you can process within the cycle. After you select the various reports for a version, this table retains those values and allows you to automatically review and re-execute the reports.
This table contains a single record for each state or locality within the version and parent company that you process. Each record contains wage and tax information for all employees who had state or local earnings in the company. For example, if three employees had box 25 or box 28 wages of $10,000.00 each for company 001, the summary record contains box 25 or 28 wages of $30,000.00.
If you choose tax ID summarization, the system creates a primary record for the parent and non-primary company records within the parent (tax ID). In addition, if an employee had earnings for various types of history, such as third-party sick pay, the system creates separate records to generate a separate year-end form (W-3).
The types of information in this table include:
W-2 Information
State/F - State Income Wage and Tax
State Taxable Wages and Adjusted Wages
State/G - State Unemployment (Tax Only)
State/I - State Disability Insurance (Tax Only)
Local Taxable Wages and Adjusted Wages
499R-2 Information
State/F - State Income Wage and Tax
State Taxable Wages and Adjusted Wages
The system uses this table to verify that the individual employee records total to the amounts in this table. You can also use this table to verify that the state-level electronic filing amounts that you report match those in the table.
This table contains a single record for each special handling deduction or benefit within the version and parent company that you process. Multiple records might exist for a deduction or benefit if you request DBA tracking at the tax-area level. This means that some DBAs have a single record while others have multiple records. Each record contains the amount for all employees who work in the company. For example, if three employees had DBA 1000 in the amount of $10.00 each for company 001, the summary record contains an amount of $30.00.
If you choose tax ID summarization, the system creates a primary record for the parent and non-primary company records within the parent (tax ID). In addition, if an employee had earnings for various types of history, such as third-party sick pay, the system creates separate records to generate a separate year-end form (W-3).
The information in this table is the DBA amount.
The system uses the information in this table to print the W-3 forms and to verify that the individual (employee) records total to those in this table. The system also uses this table to verify that the electronic filing amounts you report match those of the W-3.
This table contains the user's selection criteria for each version of the W-2 workfile build. For each selection element (such as home company, tax ID, or employee number) and type of processing, the system creates a record in this table.
This table contains a single record for each tax history type for each employee who works in the company or parent company that you process. Each record contains federal wage and tax information and 1099 box information that pertains to the employee and the company where the employee works.
If you choose tax ID summarization, the system creates a primary record for the parent and the non-primary company records within the parent (tax ID). In addition, if the employee had earnings for various types of history, such as third-party sick pay, the system creates a separate record to generate a separate year-end form (W-3). For tax ID summarization, the system creates the same primary record along with the corresponding non-primary record for each company.
This table includes all of the 1099 fields as well as the following types of information:
W-2 Information
Federal/A - Federal Income Wage and Tax
Federal/B - Earned Income Tax Credit
Federal/D - OASDI (FICA) Wage and Tax
Federal/DT - FICA Taxable Tips
Federal/P - Medicare Wage and Tax
Federal/R - Tier I Wage and Tax
Federal/T - Tier II Wage and Tax
499R-2 Information (Form Type 2)
Federal/D - OASDI (FICA) Wage and Tax
Commissions
Concessions
Reimbursed Expenses
Retirement
Marital Status
Electronic Filing Information
Federal/A - Federal Income Wage and Tax
Federal/D - OASDI (FICA) Wage and Tax
Federal/P - Medicare Wage and Tax
Deferred Compensation
Non-Qualified Non-457
Dependent Care
Group Term Life Amounts
The system uses the information in this table to print the individual W-2, W-2c, 1099-MISC, and 1099-R forms for the employee; to create the Company Form Count table (F06721); and to produce electronic filing.
This table contains one record for each state or locality in which an employee works. The system creates separate records for each company or parent company that you process. Each record contains state or local wage and tax information that pertains to the employee and the company where the employee works.
If you choose tax ID summarization, the system creates a primary record for the parent and the non-primary company records within the parent (tax ID). In addition, if an employee had earnings for various types of history, such as third-party sick pay, the system creates separate records to generate a separate year-end form (W-3). For tax ID summarization, the system creates the same primary record along with the corresponding non-primary record for each company.
The types of information in this table include:
W-2 Information
State/F - State Income Wage and Tax
State Taxable Wages and Adjusted Wages
State/G - State Unemployment (Tax Only)
State/I - State Disability Insurance (Tax Only)
Local Taxable Wages and Adjusted Wages
Allocated Federal Wages and Tax
Allocation Percentage
1099 Information
State/F - State Income Wage and Tax
State Taxable Wages and Adjusted Wages
Local Taxable Wages and Adjusted Wages
499R-2 Information
State/F - State Income Wage and Tax
State Taxable Wages and Adjusted Wages
The system uses the information in this table to print the individual W-2, W-2c, 499R-2, 1099-MISC, and 1099-R forms for the employee and to create the Company State/Local Control table (F06724).
This table contains a single record for each employee, one for each special handling deduction or benefit that the employee had during the year. The system creates a separate record by company for each special handling DBA. Multiple records might exist for a DBA if you choose DBA tracking at the tax-area level. Each record contains the amount of the DBA for the employee-in some cases, by state or locality.
If you choose tax ID summarization, the system creates a primary record for the parent and the non-primary company records within the parent (tax ID). In addition, if the employee had earnings for various types of history, such as third-party sick pay, the system creates separate records to generate a separate year-end form (W-3). For tax ID summarization, the system creates the same primary record with the corresponding non-primary record for each company.
The information in this table is the DBA amount.
The system uses the information in this table to print the individual W-2, W-2c, and 499R-2 forms for the employee, to create the Company Special Handling Control table (F06725), and to serve as the basis for the W-2 benefit statement.