TaxW2_V200

OFX / Types / TaxW2_V200
#TagType
1 TAXYEAR YearType
2 CNTRLNO ControlNumber
3 VOID BooleanType
4 EMPLOYER Employer
5 EMPLOYEE Employee
6 WAGES AmountType
7 FEDTAXWH AmountType
8 SSWAGES AmountType
9 SSTAXWH AmountType
10 MEDICAREWAGES AmountType
11 MEDICARETAXWH AmountType
12 SSTIPS AmountType
13 ALLOCATEDTIPS AmountType
14 ADVANCEDEIC AmountType
15 DEPCAREBENEFIT AmountType
16 NONQUALPLAN AmountType
17 CODES Codes
18 OTHER Other
19 STATUTORY BooleanType
20 RETIREMENTPLAN BooleanType
21 THIRDPARTYSICKPAY BooleanType
22 DEFERREDCOMP BooleanType
23 STATEINFO StateInfo
24 LOCALINFO LocalInfo
25 W2VERIFICATIONCODE anonymous simple type
26 ESPPQUALDIS AmountType
27 ESPPNONQUALDIS AmountType
Usages:

FDX JSON

{
  "taxW2" : {
    "taxYear" : 2020,
    "employeeTin" : "XXX-XX-1234",
    "employerTin" : "12-3456789",
    "employerNameAddress" : {
      "line1" : "12020 Sunrise Valley Dr",
      "line2" : "Suite 230",
      "city" : "Reston",
      "state" : "VA",
      "postalCode" : "20191",
      "name1" : "Financial Data Exchange"
    },
    "controlNumber" : "012547 WY/OA7",
    "employeeName" : {
      "first" : "Kris",
      "middle" : "Q",
      "last" : "Public"
    },
    "employeeAddress" : {
      "line1" : "1 Main St",
      "city" : "Melrose",
      "state" : "NY",
      "postalCode" : "12121"
    },
    "wages" : 44416.74,
    "federalTaxWithheld" : 6907.16,
    "socialSecurityWages" : 47162.92,
    "socialSecurityTaxWithheld" : 2924.1,
    "medicareWages" : 47162.92,
    "medicareTaxWithheld" : 683.86,
    "codes" : [ {
      "code" : "C",
      "amount" : 301.5
    }, {
      "code" : "D",
      "amount" : 2746.18
    }, {
      "code" : "DD",
      "amount" : 4781.88
    } ],
    "retirementPlan" : true,
    "stateTaxWithholding" : [ {
      "stateTaxWithheld" : 1726.78,
      "state" : "OH",
      "stateTaxId" : "OH 036-133505158F-01",
      "stateIncome" : 44416.74
    } ],
    "localTaxWithholding" : [ {
      "localTaxWithheld" : 427.62,
      "localityName" : "Kirtland",
      "state" : "OH",
      "localIncome" : 44416.74
    } ]
  }
}

OFX XML

<?xml version="1.0" encoding="UTF-8" standalone="no"?>
<?OFX OFXHEADER="200" VERSION="202" SECURITY="NONE" OLDFILEUID="NONE" NEWFILEUID="NONE"?>

<OFX>
    <SIGNONMSGSRSV1>
        <SONRS>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>Successful Login</MESSAGE>
            </STATUS>
            <DTSERVER>39210131000000</DTSERVER>
            <LANGUAGE>ENG</LANGUAGE>
            <FI>
                <ORG>fiName</ORG>
                <FID>fiId</FID>
            </FI>
        </SONRS>
    </SIGNONMSGSRSV1>
    <TAXW2MSGSRSV1>
        <TAXW2TRNRS>
            <TRNUID>_GUID_</TRNUID>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>SUCCESS</MESSAGE>
            </STATUS>
            <TAXW2RS>
                <TAXW2_V200>
                    <TAXYEAR>2020</TAXYEAR>
                    <CNTRLNO>012547 WY/OA7</CNTRLNO>
                    <EMPLOYER>
                        <FEDIDNUMBER>12-3456789</FEDIDNUMBER>
                        <NAME1>Financial Data Exchange</NAME1>
                        <ADDR1>12020 Sunrise Valley Dr</ADDR1>
                        <ADDR2>Suite 230</ADDR2>
                        <CITY>Reston</CITY>
                        <STATE>VA</STATE>
                        <POSTALCODE>20191</POSTALCODE>
                    </EMPLOYER>
                    <EMPLOYEE>
                        <SSN>XXX-XX-1234</SSN>
                        <FIRSTNAME>Kris</FIRSTNAME>
                        <MIDDLENAME>Q</MIDDLENAME>
                        <LASTNAME>Public</LASTNAME>
                        <ADDR1>1 Main St</ADDR1>
                        <CITY>Melrose</CITY>
                        <STATE>NY</STATE>
                        <POSTALCODE>12121</POSTALCODE>
                    </EMPLOYEE>
                    <WAGES>44416.74</WAGES>
                    <FEDTAXWH>6907.16</FEDTAXWH>
                    <SSWAGES>47162.92</SSWAGES>
                    <SSTAXWH>2924.10</SSTAXWH>
                    <MEDICAREWAGES>47162.92</MEDICAREWAGES>
                    <MEDICARETAXWH>683.86</MEDICARETAXWH>
                    <SSTIPS></SSTIPS>
                    <ALLOCATEDTIPS>nu</ALLOCATEDTIPS>
                    <DEPCAREBENEFIT>nu</DEPCAREBENEFIT>
                    <NONQUALPLAN>nu</NONQUALPLAN>
                    <CODES>
                        <CODE>C</CODE>
                        <CODEAMOUNT>301.50</CODEAMOUNT>
                    </CODES>
                    <CODES>
                        <CODE>D</CODE>
                        <CODEAMOUNT>2746.18</CODEAMOUNT>
                    </CODES>
                    <CODES>
                        <CODE>DD</CODE>
                        <CODEAMOUNT>4781.88</CODEAMOUNT>
                    </CODES>
                    <RETIREMENTPLAN>Y</RETIREMENTPLAN>
                    <STATEINFO>
                        <STATECODE>OH</STATECODE>
                        <EMPLOYERSTID>OH 036-133505158F-01</EMPLOYERSTID>
                        <STATEWAGES>44416.74</STATEWAGES>
                        <STATETAXWH>1726.78</STATETAXWH>
                    </STATEINFO>
                    <LOCALINFO>
                        <LOCALITY>Kirtland</LOCALITY>
                        <LOCALWAGES>44416.74</LOCALWAGES>
                        <LOCALTAXWH>427.62</LOCALTAXWH>
                        <LOCALITYSTATE>OH</LOCALITYSTATE>
                    </LOCALINFO>
                    <ESPPQUALDIS></ESPPQUALDIS>
                    <ESPPNONQUALDIS></ESPPNONQUALDIS>
                </TAXW2_V200>
            </TAXW2RS>
        </TAXW2TRNRS>
    </TAXW2MSGSRSV1>
</OFX>

OFX Tax Specification Page 45

OFX Tax Specification Page 46

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