Additional Payer Information and Withholding Agent Field Definitions (W-2 and 1042-S Filers)

When adding a new payer, you enter information about the payer in the Add New Payer Prompt. At the bottom of the prompt are tiles that contain additional fields which allow you to specify:

  • Additional Payer information (if you are submitting a W2 or 1042-S tax forms).

  • Withholding Agent (if you are submitting 1042-S tax forms.

Click the icon on the right-side of tiles to expand them and see fields.

Sections below provides definitions of each field under tiles labeled Additional Payer information and Withholding Agent in the Add New Payer prompt. Asterisks (*) next to payer field names indicate the field is required.

Tables:

Additional Payer information (only required for W2 forms)

Field Name Definition
Kind of Payer* Select the applicable payer type from the drop-down, which corresponds to the Payer’s payroll filing type.
Kind of Employer* Identify whether this Payer is a government, tax-exempt, or other type of organization.

Withholding Agent (only required for 1042-S forms)

Field Name Definition
12a Withholding Agent’s EIN* Enter the EIN of the Payer’s Withholding Agent.
12b Ch. 3 status code* Select the appropriate Ch. 3 designation for the Withholding Agent.
12c Ch. 4 status code* Select the appropriate Ch. 4 designation for the Withholding Agent
12d Withholding agent’s name* Enter the name of the company or individual acting as W/H Agent.
12e Withholding agent’s GIIN Enter the Withholding Agent’s GIIN, if applicable.
12f Country Code (withholding agent)* Enter the country code for the Payer’s Withholding Agent.
12g Foreign tax ID number, if any Enter the Withholding Agent’s foreign tax ID number, if applicable.
12h Address (number and street)* Enter the number and street of the Withholding Agent’s address.
12i1 City or town* Enter the city or town from the Withholding Agent’s address.
12i2 State or province Enter the state or province from the Withholding Agent’s address, if applicable.
12i3 Country* Enter the two-letter country code for the Withholding Agent.
12i4 Zip or foreign country code* Enter the Withholding Agent’s U.S. Zip code or equivalent foreign postal code.
W/H Agent’s Contact Name* Enter a contact name for the Withholding Agent.
W/H Agent’s Department Title* Enter the department and title of the Withholding Agent contact.
W/H Agent’s Contact Phone* Enter a contact phone number for the Withholding Agent.
W/H Agent’s Contact Extension

Enter the extension for the Withholding Agent contact, if applicable.

Additional Payer information (only for 1042-S forms)

Field Name Definition
16c Payer’s GIIN Enter the Payer’s GIIN, if applicable.
16d Payer’s Ch. 3 Status Code Select the appropriate Ch. 3 designation for the Payer, if applicable.
16e Payer’s Ch. 4 Status Code Select the appropriate Ch. 4 designation for the Payer, if applicable