Hierarchy
⤷ PY-US (Application Component) USA
⤷ P10C (Package) HR customizing: USA
IMG Activity
ID | OHAU0615 | Define tax form groups containing non-tax wage types |
Transaction Code | S_AHR_61000159 | IMG-Aktivität: OHAU0615 |
Created on | 19981218 | |
Customizing Attributes | OHAU0615 | Define tax form groups containing non-tax wage types |
Customizing Activity | OHAU0615 | Define tax form groups containing non-tax wage types |
Document
Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
Document Name | OHAU0615 |
In this step, you define tax form groups containing non-tax wage type amounts.
The process involves:
- Creating new tax form groups (if you require additional tax form groups that are not delivered with the standard system)
- Assigning wage types to tax form groups
- 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.
- To create new tax form groups, perform the following steps.
- On the Change View "Tax form groups for other wage types": Overview screen, select New entries.
- On the following screen, enter the name and description of your custom tax form group.
- Save your entries, and exit the transaction.
- To assign wage types to tax form groups, perform the following steps.
- On the Change View "Tax form groups for other wage types": Overview screen, select the desired tax form.
- Choose Assignment of wage types containing no tax amount.
- On the Change View "Assign wage types to tax form groups": Overview screen, choose New entries.
- 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
- Save your entries.
- 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.
- On the Change View "Tax form groups for other wage types": Overview screen, select the desired tax form group.
- Choose Evaluation of tax forms.
- On the Change View "Evaluation of tax form groups": Overview screen, choose New entries.
- 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
- Save your entries, and exit the transaction.
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W-2 Tax Form Group Configuration
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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
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Business Attributes
ASAP Roadmap ID | 204 | Establish Functions and Processes |
Mandatory / Optional | 1 | Mandatory activity |
Critical / Non-Critical | 2 | Non-critical |
Country-Dependency | I | Valid for countries specified |
Customizing Attributes | Country Key | Country Name |
---|---|---|
OHAU0615 | US | USA |
Assigned Application Components
Documentation Object Class | Documentation Object Name | Current line number | Application Component | Application Component Name |
---|---|---|---|---|
SIMG | OHAU0615 | 0 | HLA0009558 | Tax Reporter |
Maintenance Objects
Maintenance object type | C | Customizing Object |
Assigned objects | ||||||
---|---|---|---|---|---|---|
Customizing Object | Object Type | Transaction Code | Sub-object | Do not Summarize | Skip Subset Dialog Box | Description for multiple selections |
V_51TA_B | C - View cluster | OH02 | 01 | Definition of tax form groups |
History
Last changed by/on | SAP | 19990210 |
SAP Release Created in |