E1: 07Y: How to add GTL to State/Local W2 Boxes
(Doc ID 2629318.1)
Last updated on OCTOBER 18, 2023
Applies to:
JD Edwards EnterpriseOne US Payroll - Version 9.1 to 9.2 [Release 9.1 to 9.2]Information in this document applies to any platform.
Goal
During year-end, there may be situations where you will need to add GTL amounts that calculated during the year to a specific state or local box on the W2.
In order to accomplish, you must have the following:
- GTL DBA should be set to Track DBA by Tax Area checked in PDBA Setup (P059116 = Leg/Reg Form)
- Records for the GTL DBA will populate the F06148 (Tax Area Transaction History)
If Track DBA by Tax Area is not turned on, you can flag the field and run the R07148 (Repost DBA's to Tax Area Summary) to populate the F06148 prior to processing your W2s.
- GTL radio button checked (P059116 – Leg/Reg Form)
- This setting informs Vertex on how to tax the GTL DBA
- Tax areas setup in the State/Local W2 Additions Detail (P07TEW)
- Lists the states/locallities that will have GTL added back
Special Handling will not be considered for GTL DBAs only when this condition exists. The F06148 will be used to add the GTL amounts to the state/local boxes on the W2. All other DBAs special handled to W2 boxes will use the F06146 (PDBA History) when adding back to the W2 Boxes.
Solution
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In this Document
| Goal |
| Solution |
| References |