This page (revision-12) was last changed on 04-Apr-2022 09:25 by Karen Parrott

This page was created on 26-Nov-2021 10:22 by JEscott

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Version Date Modified Size Author Changes ... Change note
12 04-Apr-2022 09:25 5 KB Karen Parrott to previous
11 26-Nov-2021 10:22 5 KB Kevin Higgs to previous | to last US Tax Withholding Options (UFED_TAX_METHOD) ==> UFED_TAX_METHOD (US Tax Withholding Options)
10 26-Nov-2021 10:22 5 KB Kevin Higgs to previous | to last UFED_TAX_METHOD ==> US Tax Withholding Options (UFED_TAX_METHOD)
9 26-Nov-2021 10:22 5 KB JMyers to previous | to last
8 26-Nov-2021 10:22 7 KB JMyers to previous | to last
7 26-Nov-2021 10:22 7 KB JMyers to previous | to last
6 26-Nov-2021 10:22 9 KB JEscott to previous | to last
5 26-Nov-2021 10:22 9 KB JEscott to previous | to last
4 26-Nov-2021 10:22 9 KB JEscott to previous | to last
3 26-Nov-2021 10:22 9 KB JEscott to previous | to last
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IPPGU
IPPGU

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[{TableOfContents }]
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[Pay Categories|PAY CATEGORIES] are used to classify the nature of a pay and may be used to set up typical tax processing for different types of pays.
__Pay Categories__ are used to classify the nature of a pay and may be used to set up typical tax processing for different types of pays.
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You may access this feature through the Screen/Form menu: __Payroll > Setup and Definitions > Define US Pay Categories__
__‘Define U.S. Pay Categories’ Usage and Examples__
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;[Pay Category Code|PAY_CATEGORY_CODE]:This field holds the user-assigned code that uniquely identifies the pay category.
;[Description|DESCRIPTION]:This field describes the intended usage of the pay category.
;[Pay Category Type|PAY_CATEGORY_TYPE]:This field identifies the type of pay category.
;[Pay Point Set|PAY_POINT_SET_CODE]: If a specific pay category should use a different pay point set other than the normal pay point set (as defined on the Payroll – [IPPR] form), it must be specified here.
;[Payment Method|PAY_BY_CHECK]:This field indicates whether this pay category should override the payment to be made by check or by prime deposit.
;[Regular Pay|REGULAR_PAY]:If the ‘Regular Pay’ toggle is checked, pays from this category will have the normal pay period tax exemptions applied. Some benefits or calculations are based on this ‘Regular Pay’ toggle.\\NOTE: As of the STE 2022-R03 release, if this toggle is checked, then the values from the IPRLUS form will be used to do the US Calculations for the pay
;[Collect Arrears|COLLECT_ARREARS]:If the ‘Collect Arrears’ toggle is checked, this pay category will allow arrears to be collected. If the toggle is not checked, the system will not attempt to recover arrears from this type of pay.
;[Consolidate Disbursements|CONSOLIDATE_DISBURSEMENTS]: If this toggle is checked, all net pay splits for this pay category will be consolidated into one check or deposit split.If the toggle is not checked, the system will create a separate disbursement for pays in this category.
;[Pay Category Code|PAY_CATEGORY_CODE]:This field holds the user-assigned code that uniquely identifies the pay category. Pay_Category_Code is a mandatory 16-character alphanumeric field that you must manually enter.
;[Description|DESCRIPTION]:This field describes the intended usage of the pay category. Description is a mandatory 50-character alphanumeric field that you must manually enter.
;[Pay Category Type|PAY_CATEGORY_TYPE]:This field identifies the type of pay category. Pay_Category_Type is a mandatory fixed lexicon ([X_PAY_CATEGORY_TYPE]) that you may use to look up the value.
;[Pay Point Set|PAY_POINT_SET_CODE]: If a specific pay category should use a different pay point set other than the normal pay point set (as defined on the Payroll – IPPR form), it must be specified here. Pay_Point_Set_Code is an optional 16-character alphanumeric field that you may complete with a value from the LOV (F9) provided.
;[Payment Method|PAY_BY_CHECK]:This field indicates whether this pay category should override the payment to be made by check or by prime deposit. This is an optional field ([X_PAYMENT_METHOD]) that you may complete with a selection from the fixed lexicon provided. You may choose the method of payment, either by check or by prime deposit.
;[Regular Pay|REGULAR_PAY]:If the ‘Regular Pay’ toggle is checked, pays from this category will have the normal pay period tax exemptions applied. Some benefits or calculations are based on this ‘Regular Pay’ toggle. Regular_Pay is an optional toggle field.
;[Collect Arrears|COLLECT_ARREARS]:If the ‘Collect Arrears’ toggle is checked, this pay category will allow arrears to be collected. If the toggle is not checked, the system will not attempt to recover arrears from this type of pay. Collect_Arrears is an optional toggle field.
;[Consolidate Disbursements|CONSOLIDATE_DISBURSEMENTS]: If this toggle is checked, all net pay splits for this pay category will be consolidated into one check or deposit split.If the toggle is not checked, the system will create a separate disbursement for pays in this category. Consolidate_Disbursements is an optional toggle field.
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;[FED Tax Method|US Tax Withholding Options (UFED_TAX_METHOD)|UFED_TAX_METHOD (US Tax Withholding Options)]:The U.S. Federal Tax Method indicates the override for federal withholding tax. The tax may be calculated by the normal (tables) method, the percentage method, a flat amount, a combination of these three methods, or by another method.
;[FED Suppl Tax Method|UFED_SUPPL_TAX_METHOD]:The U.S. Federal Supplemental Method indicates the override for federal withholding tax on supplemental earnings.
;[FED Tax Method|UFED_TAX_METHOD]:The U.S. Federal Tax Method indicates the override for federal withholding tax. The tax may be calculated by the normal (tables) method, the percentage method, a flat amount, a combination of these three methods, or by another method. UFED_Tax_Method is an optional fixed lexicon ([X_UFED_TAX_METHOD]) that you may use to look up the value.
;[FED Suppl Tax Method|UFED_SUPPL_TAX_METHOD]:The U.S. Federal Supplemental Method indicates the override for federal withholding tax on supplemental earnings. UFED_Suppl_Tax_Method is an optional fixed lexicon ([X_UFED_SUPPL_METHOD]) that you may use to look up the value.
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;:The options include:
*FICA Self Adjust
*FICA No Self Adj
*FICA Self Adj at Max
*Do Not Calculate
;:UFED_FICA_Method is an optional fixed lexicon ([X_UFED_FICA_METHOD]) that you may use to look up the value.
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;:The options include:
*Medi Self Adjust
*Medi No Self Adj
*Medi Self Adj at Max
*Do Not Calculate
;:UFED_Medicare_Method is an optional fixed lexicon ([X_UFED_MEDICARE_METHOD]) that you may use to look up the value.
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;:The options include:
*Self Adjust Method
*Do Not Self-Adj
*Self Adjust at Max
*Do Not Calculate
;:UFED_FUTA_Method is an optional fixed lexicon ([X_UFED_FUTA_METHOD]) that you may use to look up the value.
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;:The options are:
*Filing Single
*Filing Married
*Married, No Spouse
*Single (EAS wage - use prime assignment wage for estimated annual income)
*Married (EAS wage - use prime assignment wage for estimated annual income)
*No Spouse (EAS wage - use prime assignment wage for estimated annual income)
*Do Not Calculate
;:UFED_EIC_Method is an optional fixed lexicon ([X_UFED_EIC_METHOD]) that you may use to look up the value.
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;[State Tax Method|UST_TAX_METHOD]: The U.S. State Tax Method indicates the override for state withholding tax calculation: by the normal (tables) method, the percentage method, a flat amount, a combination of these methods, or by another method.
;[State Suppl Tax Method|UST_SUPPL_TAX_METHOD]:The U.S. State Supplemental Method indicates the override for withholding tax calculation on supplemental earnings.
;[State Alt Tax Method|UST_ALT_TAX_METHOD]:The U.S. State Alternate Tax Method indicates the override for alternate method by which state tax is calculated. This method is used by a very limited number of states.
;[State Tax Method|UST_TAX_METHOD]: The U.S. State Tax Method indicates the override for state withholding tax calculation: by the normal (tables) method, the percentage method, a flat amount, a combination of these methods, or by another method. UST_Tax_Method is an optional fixed lexicon ([X_UST_TAX_METHOD]) that you may use to look up the value.
;[State Suppl Tax Method|UST_SUPPL_TAX_METHOD]:The U.S. State Supplemental Method indicates the override for withholding tax calculation on supplemental earnings. UST_Suppl_Tax_Method is an optional fixed lexicon ([X_UST_SUPPL_METHOD]) that you may use to look up the value.
;[State Alt Tax Method|UST_ALT_TAX_METHOD]:The U.S. State Alternate Tax Method indicates the override for alternate method by which state tax is calculated. The list of methods supported are defined by each state from the US Taxation Vertex manual. This method is used by a very limited number of states.
;:UST_Alt_Tax_Method is an optional fixed lexicon ([X_UST_ALT_TAX_METHOD]) that you may use to look up the value.
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;:The options include:
*Self Adjust
*Do Not Self Adjust
*Self Adjust at Max
*No Self Adj, 0% Rate
*Self Adj, 0% Rate
*No Calc, Upd Wage
*Do Not Calculate
;:UST_SUI_EE_Method is an optional fixed lexicon ([X_UST_SUI_METHOD]) that you may use to look up the value.
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;:The options include:
*Self Adjust,
*Do Not Self Adjust,
*Self Adjust at Max,
*No Self Adj, 0% Rate
*Self Adj, 0% Rate
*No Calc, Upd Wage
*Do Not Calculate
;:UST_SUI_ER_Method is an optional fixed lexicon ([X_UST_SUI_METHOD]) that you may use to look up the value
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;:The options include:
*Self Adjust
*Do Not Self Adjust
*Self Adjust at Max
*No Self Adj, 0% Rate
*Self Adj, 0% Rate
*No Calc, Upd Wage
*Do Not Calculate
;:UST_SDI_EE_Method is an optional fixed lexicon ([X_UST_SDI_METHOD]) that you may use to look up the value.
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;[State WC Method|UST_WCB_METHOD]:Indicates the override for State Workers Compensation insurance premiums calculation.
;:The options include:
*Self Adjust
*Do Not Self Adjust
*Self Adjust at Max
*No Self Adj, 0% Rate
*Self Adj, 0% Rate
*No Calc, Upd Wage
*Do Not Calculate
;:UST_SDI_ER_Method is an optional fixed lexicon ([X_UST_SDI_METHOD]) that you may use to look up the value.
;[State WC Method|UST_WCB_METHOD]:Indicates the override for State Workers Compensation insurance premiums calculation. UST_WCB_Method is an optional fixed lexicon ([X_UST_WCB_METHOD]) that you may use to look up the value.
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;[County Tax Method|ULOC_COUNTY_TAX_METHOD]:The U.S. County Tax Method indicates the override for county withholding tax calculation. The method may be by the normal (tables) method, the percentage method, a flat amount, a combination of these methods or another method.
;[City Tax Method|ULOC_CITY_TAX_METHOD]:The U.S. City Tax Method indicates the override for city withholding tax calculation: by the normal (tables) method, the percentage method, a flat amount, a combination of these methods, or by another method.
;[School Tax Method|ULOC_SCHOOL_TAX_METHOD]:The U.S. School Tax Method indicates the override for school district taxation calculation based either on the default school district or on a specified school district, or by another method.
;[Head Tax Method|ULOC_HEAD_TAX_METHOD]:The U.S. Head Tax Method indicates the override for head taxation calculation.
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![Notes|Edit:Internal.IPPGU]
[{InsertPage page='Internal.IPPGU' default='Click to create a new notes page'}]
;[County Tax Method|ULOC_COUNTY_TAX_METHOD]:The U.S. County Tax Method indicates the override for county withholding tax calculation. The method may be by the normal (tables) method, the percentage method, a flat amount, a combination of these methods or another method. ULOC_County_Tax_Method is an optional fixed lexicon ([X_ULOC_COUNTY_TAX_METHOD]) that you may use to look up the value.
;[City Tax Method|ULOC_CITY_TAX_METHOD]:The U.S. City Tax Method indicates the override for city withholding tax calculation: by the normal (tables) method, the percentage method, a flat amount, a combination of these methods, or by another method. ULOC_City_Tax_Method is an optional fixed lexicon ([X_ULOC_CITY_TAX_METHOD]) that you may use to look up the value.
;[School Tax Method|ULOC_SCHOOL_TAX_METHOD]:The U.S. School Tax Method indicates the override for school district taxation calculation based either on the default school district or on a specified school district, or by another method. ULOC_School_Tax_Method is an optional fixed lexicon ([X_ULOC_SCHOOL_TAX_METHOD]) that you may use to look up the value.
;[Head Tax Method|ULOC_HEAD_TAX_METHOD]:The U.S. Head Tax Method indicates the override for head taxation calculation. ULOC_Head_Tax_Method is an optional fixed lexicon ([X_ULOC_HEAD_TAX_METHOD]) that you may use to look up the value.
This page (revision-12) was last changed on 04-Apr-2022 09:25 by Karen ParrottTop