W-2 Reporting Subtask

Use this subtask on the Manage Local Taxes screen to select W-2 reporting options that apply to local taxes.

Box 14

Field Description
W-2 Box 14 Usage

Use this drop-down list during the creation of W-2s. Box 14 of the W-2 has five lines to list the applicable local tax amounts. Select the line number that you want to have this local tax assigned to when creating W-2s. If this local tax is not applicable for Box 14 usage, select Not Applicable. Valid options are:

  • Line 1
  • Line 2
  • Line 3
  • Line 4
  • Line 5
  • Not Applicable

The default is Not Applicable.

Box 14 Description Enter a maximum of 9 alphanumeric characters to be used as Box 14 description for the selected line number in the W-2 Box 14 Usage drop-down list.

New York W-2 Reporting

Use this group box to specify whether the locality is used to track New York City or Yonkers local tax. Valid options are as follows.

Field Description
New York City Select this option if the locality is used to track New York City local tax. If selected, this is used by the Create W-2 Table application to calculate the amount of local taxes to be reported in Local wages, tips, etc.
Yonkers Select this option if the locality is used to track Yonkers, NY local tax. If selected, this is used by the Create W-2 Table application to calculate the amount of local taxes to be reported in Local wages, tips, etc.
Not Applicable Select this option if the locality is not used to track New York City or Yonkers, NY local tax.

Ohio Tax Collection Agency

Use this group box to specify the Tax Collection Agency for Ohio localities.

Field Description
R.I.T.A. Select this option if the Ohio locality uses Regional Income Tax Agency (R.I.T.A.).
C.C.A. Select this option if the Ohio locality uses Central Collection Agency (C.C.A.).
Not Applicable Select this option if the locality does not use R.I.T.A. or C.C.A.

Pennsylvania W-2 Reporting

Use this group box to specify whether the locality is used to track Philadelphia.

Field Description
Philadelphia Select this option if this locality is used to track Philadelphia local tax.
Not Applicable Select this option if the locality is not used to track Philadelphia local tax.