How to Configure Reporting Information Cards for Third-Party Tax Filing

To include employee and retiree payroll info in your tax filing reports, you must set the appropriate person info on their Reporting Information cards.

These components are part of the Federal component group.

• For employee cards, set this info in the Reporting Information calculation component.

• For retiree cards, set this info in the Retiree Reporting Information calculation component.

For each state or territory where the person is employed, create a Regional calculation component with the proper regional association and set values in these components.

• For State Reporting Information calculation components, enter the fields under Calculation Component Details.

• For Regional Tax Information calculation components, enter the fields under Enterable Calculation Values on Calculation Cards.

Component group	Calculation component	Calculation component detail	Field name	What this does
Federal	Reporting Information	Third-Party Interfaces	ADP Special Processing Required	Indicates whether the employee's W-2 is excluded from main population printing. Note: The quarterly extract passes this in a separate field than the employee print preferences.
			ADP Special Sort Code	Provides additional data for sort options G and E in the ADP client maintenance application. For further info, see your ADP product documentation. Not used by MasterTax.
		Reporting Information	Corporate Officer	Identifies employees who are corporate officers of the employer. As multiple states require this, set it at the federal level. Note: Most states require Corporate Officer or Not a Corporate Officer; however, Washington DC allows others. If you select a value other than Corporate Officer or Not a Corporate Officer for any state other than Washington DC, ADP interprets the value as N.
			Eligible for Retirement Plan	An employee is automatically marked as eligible for the retirement plan on Box 13 of their W-2 when any of these balances has a value greater than 0. W2 401k W2 403b W2 408k W2 501c W2 Pension Plan W2 Roth 401k W2 Roth 403b Use this field to manually identify employee eligibility if they don't contribute to any plan. For further info, see Configure Calculation Card Configuration for Year-End Tax Forms in the Help Center.
			Family Member with Majority Interest	Designates if the employee or a family member owns majority interest of this business.
			Probationary Code	Identifies employees hired on a trial basis.
	Retiree Reporting Information	Reporting Information	Account Number	Form 1099-R account, policy, or other identifying number. Required when you have multiple accounts for a recipient that has multiple 1099-Rs. This populates field code H1 of the C record and the Account Number box on the 1099-R.
			Annuity Percentage	Use this field when an annuity contract is part of a multiple recipient lump-sum distribution. Enter the percentage of the total annuity represented. The annuity percentage is field code YL of the C record and is fed to the % next to Box 8 on the 1099-R. Use whole numbers only. For example, enter 5% as 5, 10% as 10, and 100% as 100.
			Distribution date for section 6050Y death benefits	Use this date for distribution codes C and CD. This date indicates when the death benefit was paid according to section 6050Y. This date is passed as an E record and is fed to the Date of Payment box 13 on the 1099-R.
			FATCA Filing Requirements	This field is for your info tracking only. The quarterly tax file doesn't include it.
			First Year of Designated Roth Contribution	Identifies the year when this person made a first-year designated Roth contribution. Use four digits for the year, such as 2019. This value populates field code R1 of the C record and is fed to Box 11 on the 1099-R.
			Recipient Full Name	Use this field when the retiree's full name doesn't fit within the standard first and last name fields. If the person's name requires more than 32 characters, enter the remainder in Recipient Full Name Continued. When this field has a value, ADP uses it for line 1 of Recipient Name on Form 1099-R.
			Recipient Full Name Continued	Use this 32-character field as a continuation of Recipient Full Name. When this field has a value, ADP uses it for line 2 of Recipient Name on Form 1099-R.
			Taxable Amount not Determined	Use this field when the taxable amount of the payments can't be reasonably obtained. If you select Yes, then a Y value is fed to field code YD of the C record. It enters an X in Box 2b of the 1099-R, Taxable amount not determined.
			Total Distribution	Used to indicate if the payment was a total distribution.
			Total Distribution Percentage	For use if a total distribution is made to more than one recipient. Enter the distribution percentage you're allocating for this recipient. Use whole numbers only. For example, enter 5% as 5, 10% as 10, and 90% as 90. The total distribution percentage is field code YM of the C record and is fed to box 9a on the 1099-R.
			Traditional, SEP, or SIMPLE IRA	Identifies the person is receiving a traditional IRA, SEP, or SIMPLE distribution. If you select Yes, it enters an X in the IRA/SEP/SIMPLE box on the 1099-R.
Regional	State Reporting Information	Alaska Reporting Information	Geographic Code	Two-digit code that identifies the employee's primary place of work.
			Occupational Code	Identifies the employee's occupation category. The value you enter here overrides the value you specified on the job. Note: For further info, see the Alaska Department of Labor and Workforce Development website. Search for the Alaska Occupation and Geographic Coding Resources page.
		California Reporting Information	Wage Plan Code	Used to override the value specified at the payroll statutory unit (PSU) and tax reporting unit (TRU) levels. For further info, see the California Employment Development Department website. Search for the Electronic Filing Guide for the Quarterly Wage and Withholding Program. Choices include: SUI only State disability insurance (SDI) without unemployment insurance Voluntary disability insurance No voluntary, SUI, or SDI SUI and SDI SUI with religious exemption Voluntary disability insurance and SUI
		Colorado Reporting Information	Seasonal Worker	Identifies the person as a seasonal worker.
		Indiana Reporting Information	Seasonal Worker	Identifies the person as a seasonal worker.
		Maine Reporting Information	Seasonal Worker	Identifies the person as a seasonal worker.
		North Carolina Reporting Information	Seasonal Worker	Identifies the person as a seasonal worker.
		Oregon Reporting Information	Replacement Worker	Identifies the person as a replacement worker, hired to cover for an employee out on Paid Family Medical Leave. Update or end-date this value once the employee returns to work.
			Seasonal Worker	Identifies the person as a seasonal worker.
		Vermont Reporting Information	Health Care Status	Designates if the employee is considered covered or not covered. Used in the calculation of Vermont health care deduction reporting.
	Regional Tax Information	New York	Part Year Resident	Designates if the employee is a part-year resident of New York City in the calculation value. If you select Yes, the quarterly extract passes the city-resident wages. Otherwise, it passes the FIT wages.
		Puerto Rico	W-2PR Control Number	When populated, the third-party quarterly tax extract passes this field on the W record for Puerto Rico state tax codes in positions 299-314. ADP ignores this data, but MasterTax accepts it.
			W-2cPR Control Number
			Qualified Physician Under Act 14-2017	Designates if the employee had wages for services rendered by a qualified physician who has a valid decree according to Act 14-2017.
			Domestic Services	Designates if the employee had wages for domestic services in a private home, local college club, or local chapter of a college fraternity or sorority.
			Agricultural Work	Designates if the employee had wages for services rendered in agricultural labor.
			Minister of a Church or Member of a Religious Order	Designates if the employee had wages for services rendered by a minister of a church or by a member of a religious order.
			Health Professionals Under CC 20-01	Designates if the employee had wages for services by health professionals according to CC 20-01.
			Others	Designates the type of other wages the employee received. This can be a value from 1 to 9. For info on the meaning of these values, refer to the W-2PR instructions provided by the Hacienda. These values can change yearly.
			Any Other Service Required by the Department Through Regulations	If you indicated in Others that another service is required by the department, enter a meaningful description of that service. For info on when to populate this field, refer to the Hacienda's W-2PR instructions.
			Direct Employment	Designates if the payments are for services by a direct employee.
			Direct Employment Hours Worked	Total hours worked by the direct employee. Note: The third-party quarterly tax extract passes this data with an implied decimal.
			Direct Employment EIN	If your business is subject to a tax exemption decree, and you have leased or been assigned employees to work in your tax-exempt business lines, provide your EIN here.
		Washington	Reason for SUI Wages with Zero Hours	Select a reason code for employees with wages and zero hours. Because the current reason code might not apply to future quarters, end date this value at the end of the quarter. Note: ADP issues a warning if it detects employees with wages and no hours and no reason code.