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OHAU0615 - Define tax form groups containing non-tax wage types

OHAU0615 - Define tax form groups containing non-tax wage types

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In this step, you define tax form groups containing non-tax wage type amounts.

The process involves:

  1. Creating new tax form groups (if you require additional tax form groups that are not delivered with the standard system)
  2. Assigning wage types to tax form groups
  3. Defining how tax form groups are evaluated in Tax Reporter

For details on configuring tax form groups for Form W-2, refer to the section titled W-2 Tax Form Group Configuration.

  1. To create new tax form groups, perform the following steps.
    1. On the Change View "Tax form groups for other wage types": Overview screen, select New entries.
    2. On the following screen, enter the name and description of your custom tax form group.
    3. Save your entries, and exit the transaction.
  2. To assign wage types to tax form groups, perform the following steps.
    1. On the Change View "Tax form groups for other wage types": Overview screen, select the desired tax form.
    2. Choose Assignment of wage types containing no tax amount.
    3. On the Change View "Assign wage types to tax form groups": Overview screen, choose New entries.
    4. On the New Entries: Details of Created Entries screen, enter the appropriate information:
  • Select a wage type you want to assign to this tax form group

  • Determine whether a number, a rate, or an amount will be taken from the payroll results

  • Specify how this item will be stored in the tax interface table; as taxable, tax, tax and deposit, penalty, or as interest

  • Indicate whether the wage type will be added or subtracted in the field

  1. Save your entries.
  2. Repeat this process for each wage type you wish to assign to the tax form group.
  • To define how tax form groups are evaluated in Tax Reporter, perform the following steps.
    1. On the Change View "Tax form groups for other wage types": Overview screen, select the desired tax form group.
    2. Choose Evaluation of tax forms.
    3. On the Change View "Evaluation of tax form groups": Overview screen, choose New entries.
    4. On the New Entries: Details of Created Entries screen, enter the appropriate information:
    • Specify whether or not employee information is required

    • Indicate a time range in which the data is stored

    • Specify how amounts will be recorded for retrocalculation

    1. Save your entries, and exit the transaction.

    ========================================================================

    W-2 Tax Form Group Configuration

    ========================================================================

    Amounts for most boxes on Form W-2 are stored in standard model wage types. Some, however, are stored in user-defined wage types. To enable the extraction of data from user-defined wage types, SAP delivers tax form groups to which you can assign user-defined wage types (refer to the procedures above). See the table below for a list of the boxes found on Form W-2 and their corresponding tax form groups.

    Note

    Box 15 requires additional configuration beyond the steps described in the procedures above.

    For details on configuring Box 15 for Form W-2, refer to the section titled Box 15.

    Tax form group usage,, Tax form group

    Group Term Life to be included in Box 1 W001

    Non-qualified plan not section 457 W217

    Box 8 Allocated Tips W208

    Box 10 Dependent Care Benefits W227

    Box 12 Benefits Included in Box 1 W212

    Box 13 code A - Uncollected social security tax on tips W23A

    Box 13 code B - Uncollected Medicare tax on tips W23B

    Box 13 code C - Cost of group-term life insurance W23C

    Box 13 code D - Section 401(k) contributions W23D

    Box 13 code E - Section 403(b) contributions W23E

    Box 13 code F - Section 408(k)(6) contributions W23F

    Box 13 code G - Section 457 contributions W23G

    Box 13 code H - Section 501(c)(18)(D) contributions W23H

    Box 13 code J - Sick pay not included in income W23J

    Box 13 code K - Tax on excess golden parachute payment W23K

    Box 13 code L - Nontaxable employee business expense W23L

    Box 13 code M - Uncollected SS tax on life insurance W23M

    Box 13 code N - Uncollected Medicare tax on life insurance W23N

    Box 13 code P - Excludable moving expense reimbursement W23P

    Box 13 code Q - Military basic quarters, combat pay W23Q

    Box 13 code R - Medical Savings Account W23R

    Box 13 code S - SIMPLE Retirement Account W23S

    Box 13 code T - Adoption Benefits W23T

    Box 14 Amount 1 W24A

    Box 14 Amount 2 W24B

    Box 14 Amount 3 W24C

    Box 14 Amount 4 W24D

    Box 14 Amount 5 W24E

    Box 14 Amount 6 W24F

    Box 14 Amount 7 W24G

    Box 14 Amount 8 W24H

    Box 14 Amount 9 W24I

    Box 14 Amount 10 W24J

    Box 15 Statutory Employee W25A

    Box 15 Deceased W25B

    Box 15 Pension Plan W25C

    Box 15 Legal Rep. W25D

    Box 15 Household Employee W25E

    Box 15 Subtotal W25F

    ========================================================================

    Box 15

    ========================================================================

    • Pension Plan

      If you have wage types that hold pension plan amounts, assign the wage types in the Pension Plan section of Box 15 to tax form group W25C. You need to define a user exit for the pension plan section, since some employees might be eligible for pension plans, but opt not to participate.

      To define the user exit for this tax form group:
    1. Choose Tools -> ABAP/4 Workbench -> ABAP/4 Editor to access the ABAP/4 Editor.
    2. Enter program RPCTXFU3, then choose Display.
    3. In Form W2_BOX15, locate and examine Form PENSION_PLAN_SAP.
    4. If the pre-configured tax form group suits your requirements, then you do not need to configure anything else. If you find, however, that your selection criteria differ from those delivered with the standard system, proceed to Step 5.
    5. To define user exit logic to suit your criteria, access the ABAP/4 Editor (as in Step 1), enter RPCTXFZ0, locate Form PENSION_PLAN_CUST, and follow the directions there.
    6. Save your entries, and exit the transaction.
    • Deceased

      Tax form group W25B does not require configuration in order to mark the "Deceased" section of Box 15, but a user-exit is available. As delivered, this box will be marked if the system finds a personnel event (in Infotype 0000) with action type Leaving, reason for action Death. Other requirements may be implemented in user-exit routine DECEASED_EE_CUST of include RPCTXFZ0, found within the main program RPCTXFU0.
    • Deferred Compensation

      In the Deferred Compensation section, you must assign all of the deferred compensation wage types - including those you assigned to W23D,W23E, W23F, W23G, and W23H in Box 13 - to this tax form group.
    • All other sections of Box 15

      At present, SAP does not support the "Statutory Employee" or "Legal Representative" sections of Box 15. You can, however, provide routines with your own criteria under the section provided in INCLUDE RPCTXFZ0 in program RPCTXFZ0. Choose Tools -> ABAP/4 Workbench -> ABAP/4 Editor to change the program accordingly.

    Example

    To prepare a W-2 for a "Statutory Employee", you would configure tax form group W25A as follows:

    1. Choose Tools -> ABAP/4 Workbench -> ABAP/4 Editor to access the ABAP/4 Editor.
    2. Enter program RPCTXFZ0, then select Change.
    3. In INCLUDE RPCTXFZ0, locate Form STATUTORY_EE_CUST and follow the directions to insert your custom routine.
    4. Save your entries, and exit the transaction.





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