SCT Banner Human Resources / Release Guide / 7.0

Section 9 Support for US W-2 and MMREF-1 Processing - FunctionalProcessing NotesProcessing NotesUS W-2 and MMREF-1 ProcessingTo produce W-2 files, you must first set up required employer information andcreate the data for the W-2 forms. You can then create a magnetic tape or disk filecontaining all required W-2 information for submission to the government.Procedures for accomplishing these tasks are outlined below.1. Access the Employer Rule Form (PTREMPR) and complete all fields. Makesure the federal ID number is correct. In the Employer State Informationblock, create records for all states that you withhold tax for and specify thecorrect account number for each state. This information prints in Box 15 of theUnited States W-2.2. Access the Magnetic Tape Rule Form (PXAMTAP) and enter values in allnecessary fields. Complete all three areas of the form (TransmitterInformation, Organization Information, and Employer Information).In most cases, the Transmitter Name and Address fields will be the same as theOrganization Name and Address fields.3. Access the MMREF-1 Electronic Filing Form (PXAMMEF) and enter values inall necessary fields. Complete all three areas of the form (SubmitterInformation, Company Information, and Employer Information). Completethe Third Party FIT Withheld field in the Employer Information area ifapplicable.In most cases, the Submitter Name and Address fields will be the same as theCompany Name and Address fields.4. Access the Tax Reporting Rule Form (PXAREPT). In the Key block, enter W2.Move to the Box Identification block. Each record in this area corresponds toa box on the W-2 form. All data in this block, except that for boxes 16 and 17,is supplied by SCT and should not be modified without consulting SCT.Human Resources/Position Control Release 7.0 January 2005154 Release Guide Confidential