February 2025 Release - 22.4.41, 23.10.16

EFIN-126641

W2 Create Eletronic file Option to allow to include RS records for employee that have local taxes, but no local wages or local wages, but no local taxes

Menu path: Human Resources > Periodic Routines > Year End > W2 Processing

When creating the W2 electronic file for local tax authority RITA, the default behavior was not creating an RS record if local taxes were zero. Two new check box fields, Include Local Wages and Include Local Taxes, have been added.

When the Include Local Wages is selected, an RS record will be created in the file for employees that have local wages > 0 but zero local taxes in the W2 Maintenance page for the selected tax year and federal tax ID number matching the local tax vendor number to include and/or local tax reference code to include entered on the W2 Processing - Create W2 Electronic File page.

When the Include Local Taxes is selected, an RS record will be created in the file for employees that have local taxes > 0 but zero local wages in the W2 Maintenance page for the selected tax year and federal tax ID number matching the local tax vendor number to include and/or local tax reference code to include entered on the W2 Processing - Create W2 Electronic File page.

If the checkboxes are not selected, the electronic file will be generated as it was before this modification, and employees with local wages > 0 but zero local taxes or with local taxes > 0 but zero local wages will not have an RS record for the entered local tax authority.