Tax Forms - Oracle PeopleSoft Tax Charts

Oracle

Oracle e-Business Suite Tax Form Chart

	RRD Form No.	Description	Packaging	Double Window Envelopes
Blank face, preprinted backer	ORLW28700BW ORLW28700B	W-2 Laser 4 Down Employer Copies W-2 Laser 4 Down Employer Copies	50 Sheets/Pk 2000/Ctn	7987E 7987ES 7987E 7987ES
Blank face and back	ORLW28700BLANKW ORLW28700BLANK	W-2 Laser 4 Corner Employer Copies W-2 Laser 4 Corner Employer Copies	50 Sheets/Pk 2000/Ctn	7987E 7987ES 7987E 7987ES
Payroll For Oracle W-2C
	ORLW2CA-C ORLW2CB-C ORLW2CC-C ORLW2C2-C ORLW2CER-C	W-2C Laser 1 Up Copy A Copy B Copy C Copy 2 Copy 1	50 Sheets/Pk	W2CENVB
1099R Forms
4CORNER Blank face preprinted backer	ORLR4UPB ORLR4UPBBULK	1099R Laser 4 Corner 1099R Laser 4 Corner	50 Sheets/Ctn 2000 Sheets/Ctn	DW4ALT DW4ALT
4CORNER Blank face and backer	ORL4UPBLANK ORL4UPBLANKBULK	1099R Laser 4 Corner 1099R Laser 4 Corner	50 Sheets/Ctn 2000 Sheets/Ctn	DW4ALT DW4ALT

Benefit Form Chart

Oracle e-Business Suite Benefit Form Chart

Benefits Form ID	RRD Form No.	Description	Packaging	Double Window Envelopes
ORL1095CALTBFBULK	L1095CALTBFBULK Copy Not Released as of 8-8-19	Form 1095-C The 1095C is produced with BI Publisher which uses blank paper to create and print the Form 1095-C. Instructions for Recipient pre-printed on back.	2000/SheetsCTN	DW1095BC18
ORMW1095CBF Imprinting required for pre-printed postal permit	MW1095CBF Copy Not Released as of 8-8-19	Form 1095-C Pressure Seal The 1095C is produced with BI Publisher which uses blank paper to create and print the Form 1095-C on the self mailer form. Instructions for Recipient pre-printed on back.	2000/SheetsCTN	Not needed

***PLEASE USE RRD FORM NUMBERS WHEN ORDERING***

PeopleSoft

Tax Form Chart

Payroll for North America Tax Chart (PeopleSoft)

Payroll For North America W-2 Format ID	RRD Form No.	Description	Packaging	Double Window Envelopes
LSR01	PSLW28700W PSLW28700ERW PSLW28700 PSLW28700ER	W-2 Laser 4 Down Employer Copies W-2 Laser 4 Down Employer Copies	50 Sheets/Pk 2000/Ctn	7987E 7987ES 7987E 7987ES
LSR02A NOTE: Ordering W-2 Forms for Tax Year 2020 In preparing to order W-2 forms for tax year 2020, employers should consider the following issues: Employers who will be reporting W-2 data to any state where their state Employer Identification Number (EIN) is greater than 12 characters in length should not order Form ID LSR02A (the "four-corner" format which prints four W-2s per page at the four corners of the page). W-2 Form ID LSR02A does not provide sufficient space in box 15 to print State EINs that exceed 12 characters. States that are currently known to issue Employer Identification Numbers that exceed 12 characters include Kansas, Utah, and Wisconsin. Employers who are considering ordering W-2 Form ID LSR02A should first review all of their state EINs to confirm that none of them exceed 12 characters in length.	PSLW24UP PSLW24UPER PSLW24UPBULK PSLW24UPERBULK	W-2 Laser 4 Corner Employer Copies W-2 Laser 4 Corner Employer Copies	50 Sheets/Pk 2000/Ctn	DW4 DW4SS DW4 DW4SS
LPS4V Imprint Information Required.	PSLW287PS	W-2 Pressure Seal 4 Vertical Imprint Information Required. Please include with your order: Company Name, Address, City, State and Zip Code typed and exactly how you want it to appear on the tax form. We cannot accept this information by phone. Hard copy must be provided.	2000 Sheets/Ctn	Not Needed
LSR03 NOTE: Ordering W-2 Forms for Tax Year Ordering W-2 Forms for the Tax Year, employer should consider the following issues: Employers who report W-2 data for Pennsylvania should not order Form ID LSR03. W-2 Form ID LSR03 does not provide sufficient space in box 20 to print all of the information required by Pennsylvania Act 18 of 2018 for identifying the political subdivision and tax collector codes associated with the local income tax amount reported in box 19.	PSLW2FEDA PSLW2EEB PSLW2EEC PSLW2EE2 PSLW2ER PSLW2FEDABULK PSLW2EEBBULK PSLW2EECBULK PSLW2EE2BULK PSLW2ERBULK	W-2 Laser 2/Page W-2 Laser 2/Page Copy A Copy B Copy C Copy 2 Copy 1 Copy A Copy B Copy C Copy 2 Copy 1	50 Sheets/Pk 2000 Sheets/Ctn	7985E 7510ES 7985E 7510ES
XMLP	PSLW28700BW	W-2 Laser 4 Down (blank, perforated paper) W-2 instructions pre-printed on back. This form is used with the R9, R9.1, and R9.2 W-2 PDF functionality, which uses blank paper to print the W-2 form. This feature is not supported in previous releases. Preprinted forms are still required for W-2 printing.	50 Sheets/Pk 2000/Ctn	7987E 7987ES 7987E 7987ES
XMLP Imprint Information Required.	PSLW287PSBF	W-2 Pressure Seal 4 Vertical (blank, perforated paper). W-2 instructions pre-printed on back. This form is used with the R9, R9.1, and R9.2 W-2 PDF functionality, which uses blank paper to print the W-2 form. This feature is not supported in previous releases. Preprinted forms are still required for W-2 printing. Imprint Information Required. Please include with your order: Company Name, Address, City, State and Zip Code typed and exactly how you want it to appear on the tax form. We cannot accept this information by phone. Hard copy must be provided.	2000/ SheetsCtn	Not Needed
Puerto Rico W-2* W-2PRL Laser	PSLW2PR *For Mag Media Reporting Only PSLW2PRER	W-2 Employee's Copies Copy Not Released as of 8-8-19 W-2 Employer's Copies	50 Sheets/PK	PRENV
American Samoa W-2 W-2ASL Laser	PSLW2ASA PSLW2ASB PSLW2ASC PSLW2ASER	W-2 Employer's Copy A W-2 Employee's Copy B W-2 Employee's Copy C W-2 Employer's Copy 1/D	50 Sheets/PK	7985E 7510ES
American Virgin Islands W-2 W-2VIL Laser	PSLW2VIA PSLW2VIB PSLW2VIC PSLW2VIER	W-2 Employer's Copy A W-2 Employee's Copy B W-2 Employee's Copy C W-2 Employer's Copy 1/D	50 Sheets/PK	7985E 7510ES
Guam W-2 W-2GUL Laser	PSLW2GUA PSLW2GUB PSLW2GUC PSLW2GUER	W-2 Employer's Copy A W-2 Employee's Copy B W-2 Employee's Copy C W-2 Employer's Copy 1/D	50 Sheets/PK	7985E 7510ES
Payroll For North America W-2C Format ID
LSR01/LSR01P	PSLW2CA-C PSLW2CB-C PSLW2CC-C PSLW2C2-C PSLW2CER-C	W-2C Laser 1 Up Copy A Copy B Copy C Copy 2 Copy 1	50 Sheets/Pk	W2CENVB
Payroll For North America 1099R Layout Style
4CORNER NOTE: Ordering 1099R Forms for Tax Year 2020 In preparing to order 1099-R forms for tax year 2020, employers should consider the following issue: Employers who will be reporting 1099-R data to any state where their state Employer Identification Number (EIN) is greater than 9 characters in length should not order Form ID 4CORNER, 4CORNERPS, or 2VERTICAL. These forms do not provide sufficient space in box 13 to print State EINs that exceed 9 characters. States that are currently known to issue Employer Identification Numbers that exceed 9 characters include Kansas, Utah, and Wisconsin. Employers who are considering ordering 1099-R forms should first review all of their state EINS to confirm that none of them exceed 9 characters in length.	PSLR4UP PSLR4UPER PSLR4UPBULK	1099R Laser 4 Corner Employer Copies 1099R Laser 4 Corner	50 Sheets/Ctn	DWR4 DWR4
4CORNERPS NOTE: Ordering 1099R Forms for Tax Year 2020 In preparing to order 1099-R forms for tax year 2020, employers should consider the following issue: Employers who will be reporting 1099-R data to any state where their state Employer Identification Number (EIN) is greater than 9 characters in length should not order Form ID 4CORNER, 4CORNERPS, or 2VERTICAL. These forms do not provide sufficient space in box 13 to print State EINs that exceed 9 characters. States that are currently known to issue Employer Identification Numbers that exceed 9 characters include Kansas, Utah, and Wisconsin. Employers who are considering ordering 1099-R forms should first review all of their state EINS to confirm that none of them exceed 9 characters in length.	PSLRPS	1099R Pressure Seal 4 Corner	2000 Sheets/Ctn	Not Needed
2VERTICAL NOTE: Ordering 1099R Forms for Tax Year 2020 In preparing to order 1099-R forms for tax year 2020, employers should consider the following issue: Employers who will be reporting 1099-R data to any state where their state Employer Identification Number (EIN) is greater than 9 characters in length should not order Form ID 4CORNER, 4CORNERPS, or 2VERTICAL. These forms do not provide sufficient space in box 13 to print State EINs that exceed 9 characters. States that are currently known to issue Employer Identification Numbers that exceed 9 characters include Kansas, Utah, and Wisconsin. Employers who are considering ordering 1099-R forms should first review all of their state EINS to confirm that none of them exceed 9 characters in length.	PSLRFEDA PSLRRECB PSLRRECC PSLRREC2 PSLRPAY	1099R Laser 2 Down Copy A Copy B Copy C Copy 2 Copy 1	50 Sheets/Pk	7956E 7535ES
Payroll For North America 1042-S Layout Style
LSR01	PSL1042SA-20 PSL1042SB-20 PSL1042SC-20 PSL1042SD-20 PSL1042SE-20	1042-S Laser 1/Page Copy A Copy B Copy C Copy D Copy E	50 Sheets/Pk

Employers who report W-2 data for New Jersey should be aware that, because of the unusually large number of data items that New Jersey requires to be separately printed on Form W-2, there is a very high incidence of data overflow that results in the printing of a second New Jersey W-2 form for each employee with New Jersey reportable data. With the new requirement in tax year 2009 to print the amount deducted for New Jersey Family Leave Insurance (in addition to the amounts deducted for disability insurance and the various components of the New Jersey unemployment insurance program), the problem of data overflow for New Jersey W-2 reporting affected even more employees.

To avoid running short of W-2 forms, in determining the quantity of forms to order, it is suggested that employers anticipate that two forms will be needed for each instance of an employee with W-2 data to be reported to New Jersey.

Employers who report W-2 data for Pennsylvania should be aware that, because of the implementation of Pennsylvania Act 32 in tax year 2012, employees who reside and/or work in multiple Pennsylvania local tax jurisdictions will have a higher number of W-2 forms produced than before Pennsylvania Act 32. A separate employee Tax Balance record is created each time that Pennsylvania Local Earned Income Tax is withheld from an employee for a different Political Subdivision (PSD) Code, and each tax balance record represents a separate iteration of local wage and tax data which must be reported on Form W-2.

Ordering W-2 Forms for the Tax Year, employer should consider the following issues: Employers who report W-2 data for Pennsylvania should not order Form ID LSR03. W-2 Form ID LSR03 does not provide sufficient space in box 20 to print all of the information required by Pennsylvania Act 18 of 2018 for identifying the political subdivision and tax collector codes associated with the local income tax amount reported in box 19.

Data for two local tax jurisdictions can be printed on each Form W-2 using these Form IDs:

LSR03
LPS4V (only in R8.9 and up)

Data for only one local tax jurisdiction can be printed on each Form W-2 using these Form IDs:

LSR01
LSR02A
LPS4V
XMLP 4 vertical (R9, R9.1 and R9.2 only)
XMLP pressure seal (R9, R9.1 and R9.2 only)

To avoid running short of W-2 forms, in determining the quantity of forms to order, employers should consider the mobility of their Pennsylvania employee population.

Benefit Form Chart

Payroll for North America Benefit Chart (PeopleSoft)

Benefits Form ID	RRD Form No.	Description	Packaging	Double Window Envelopes
1095CX	L1095CALTBFBULK Copy Not Released as of 8-8-19	Form 1095-C The 1095C is produced with BI Publisher which uses blank paper to create and print the Form 1095-C. Instructions for Recipient pre-printed on back.	2000/SheetsCTN	DW1095BC18
1095CS Imprinting required for pre-printed postal permit	MW1095CBF MW1095CBF front Copy Not Released as of 8-8-19	Form 1095-C Pressure Seal The 1095C is produced with BI Publisher which uses blank paper to create and print the Form 1095-C on the self mailer form. Instructions for Recipient pre-printed on back.	2000/SheetsCTN	Not needed

***PLEASE USE RRD FORM NUMBERS WHEN ORDERING***

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