Define employer information topic

Select the type of agent that manages the payroll and tax filing for this company, process level, or head process level.

If you do not use an agent, select Not An Agent. If you do use an agent, select either 2678 Agent, 3504 Agent, or Common Paymaster.

Because PR297 (W-2 Forms) no longer prints the words AGENT FOR on the W-2 address line, you may want to change the name of the company or process level to reflect the employer name you want printed on the W-2.

Select the kind of employer. F - Federal Government, S - State and Local Governmental Employer, T - Tax Exempt Employer, Y - State and Local Tax Exempt Employer, N - None Apply.

If not defined, then the year end programs will default N - None Apply

The deduction defined for Medicare withholding for governmental employees who qualify as Medicare Qualified Government Employees (MQGE).

Employees assigned this deduction are reported as MQGE employees when you run EFW2 File Creation (PR299).

You can specify up to 20 characters of the employee name OR select the employee number (next field) to report in the EFW2 file as the employer contact name.

If left blank, the contact information from the Job Parameters on PR299 will default.

You can specify up to 20 characters of the employee name OR select the employee number to report in the EFW2 file as the employer contact name.

If left blank, the contact information from the Job Parameters on PR299 will default.

Specify the employee contact phone number to report in the EFW2 file as the employer contact phone number.

Use numeric values only (including area code). Do not use any special characters. Example: 1232345678

If left blank, the contact information from the Job Parameters on PR299 will default.

Specify the employee phone extension to report in the EFW2 file as the employer contact phone extension.

Do not use any special characters. Example: 12345

If left blank, the contact information from the Job Parameters on PR299 will default.

Specify the email address to report in the EFW2 file as the employer contact email. If the email address is longer than 20 characters, specify the first 20 in Part A and the remaining in Part B, up to 40 characters.

If left blank, the contact information from the Job Parameters on PR299 will default.

See Email Part A

If left blank, the contact information from the Job Parameters on PR299 will default.

Specify the employee Fax number to report in the EFW2 file as the employer contact fax number.

Use numeric values only (including area code). Do not use any special characters. Example: 1232345678

For U.S. and U.S. territories only.

Determines whether the EIN for this reporting entity terminated business during the tax reporting year.

The total federal income tax withheld by third parties from sick or disability payments made to your employees.

If you define a third party withholding amount in this data item, you must select a year in the Year field.

If you are a third-party sick payer filing a Form W-2 for an insured's employee or are reporting sick pay payments made by a third party, you may optionally specify an employee group in addition to a pay class which is used to identify which employees are issued a W-2.

An X will print in Box 13 of the W-2 for these employees and a Third-Party Sick Pay indicator status is recorded on the electronic file on the employee record.

Determines whether this process level is a third-party sick pay payer filing a W-2 Form for an insured's employee or is reporting sick pay payments made by a third-party.

If Yes is selected, a Third-Party Sick Pay indicator is recorded on the electronic file on the employer record.

If you are a third-party sick payer filing a Form W-2 for an insured's employee or are reporting sick pay payments made by a third party, specify the pay class you used to issue the insured's employee sick payments. The pay class for third-party sick payments must be the same for all employees within the reporting entity or process level.

If an employee was issued a payment with this pay class, an X prints in Box 13 of the W-2 and a Third-Party Sick Pay indicator status is recorded on the electronic file on the employee record.