SAP ABAP IMG Activity OHAU0615 (Define tax form groups containing non-tax wage types)
Hierarchy
☛ SAP_HRCUS (Software Component) Sub component SAP_HRCUS of SAP_HR
   ⤷ 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:

  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.

  1. 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

=========================&#

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