Puerto Rico

  1. Specify this information on the Pay Class tab:
    Allowances

    Select the Pay Class for allowances that are subject to Puerto Rico tax for purposes of W-2 reporting.

    The amount from this pay class is printed on the W-2PR CSV file and displayed on the electronic file.

    Business Expense

    Select the pay class that shows business expenses that were reimbursed to Puerto Rican employees.

    The amount form this pay class is printed on the W-2PR CSV file and displayed on the electronic file.

    Commission

    Select the pay class that shows commissions subject to Puerto Rico tax for purposes of W-2 reporting.

    Commission pay is printed on the W-2PR CSV file and displayed on the electronic file.

    Exempt Salaries

    Select the pay class that shows Exempt Salaries as defined by Puerto Rico.

    The total amount for pay associated with the pay class is printed on the W-2PR CSV file and displayed on the electronic file.

    Retirement Fund

    Select the pay class that shows retirement fund earnings paid to Puerto Rican employees.

    The amount from this pay class is printed in Box 14 of the W-2PR CSV file and displayed on the electronic file.

  2. Specify this information on the Deduction Class tab:
    Business Expense

    Select the deduction class that shows business expenses that were reimbursed to employees.

    The amount from this deduction class is printed on the W-2PR CSV file and displayed on the electronic file.

    Charitable Contribution

    Select the deduction class that shows charitable contributions deductions.

    The amount from this deduction group is printed on the W-2PR CSV file and displayed on the electronic file.

    Cash or Deferred Arrangement (CODA)

    Select the deduction class that shows contributions to qualified plans (CODA plans).

    The amount from this deduction class is printed on the W-2PR CSV file and displayed on the electronic file.

    Employer Cost on Health Coverage

    Select the deduction class that shows the cost of employer sponsored health coverage.

    For guidance, visit http://www.irs.gov.

    The amount from this deduction class is printed on the W-2PR CSV file and displayed on the electronic file.

    Save Or Duplicate Money

    Select the deduction class that shows the contributions to the Save and Duplicate your Money Program.

    The amount from this deduction class is printed on the W-2PR CSV file and displayed on the electronic file.

  3. Specify this information on the Miscellaneous tab:
    Employer Telephone
    Specify the employer telephone number.
    Exempt Salaries Reduce Wage Amount

    Specify the Exempt Amount to be stored for this legal entity. Reference Puerto Rico Act 135-2014.

    If Box 7 Wages are reduced for employees with Exempt Code E in Box 16, then use this field to identify the exempt wage limit based on Act 135-2014. The US Territory W-2 Reporting and EFW2 Reporting reduces Box 7 Wages by the exempt wage amount reported in Box 16 up to the limit that is specified in Exempt Salaries Reduce Wage Amount.

    Puerto Rico Access Code
    Specify the Access Code required for filing electronic file W-2 files with Puerto Rico. An access code is assigned to each unique EIN by Puerto Rico. This code is reported in the RS record of the EFW2 file.
    Specialist's Register Number
    If you are a returns, declarations, or refund claims specialist, specify the Register Number assigned by the treasury.
    Terminated Business Date
    Specify the date that the business was terminated, if applicable.