Setting Up the Resident State as the Base State

Access the National and Fiscal Data - USA form.

Tax Area (Residence)

Enter the code that identifies both the geographical location and the tax authorities for the employee's resident state and tax area. Authorities include employee and employer statutory requirements. This code is also called the GeoCode. For valid locations codes, see the Vertex Master Geo Code file.

When you build the W-2 workfile, select the Resident State Equals Base State option on the Year-End Revisions form.