This page (revision-38) was last changed on 26-Nov-2021 10:22 by Kevin Higgs

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

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Version Date Modified Size Author Changes ... Change note
38 26-Nov-2021 10:22 13 KB Kevin Higgs to previous US Tax Withholding Options (UFED_TAX_METHOD) ==> UFED_TAX_METHOD (US Tax Withholding Options)
37 26-Nov-2021 10:22 13 KB Kevin Higgs to previous | to last UFED_TAX_METHOD ==> US Tax Withholding Options (UFED_TAX_METHOD)
36 26-Nov-2021 10:22 13 KB rforbes to previous | to last VERTEX ==> Vertex.VERTEX
35 26-Nov-2021 10:22 13 KB jmyers to previous | to last
34 26-Nov-2021 10:22 13 KB jmyers to previous | to last
33 26-Nov-2021 10:22 13 KB JMyers to previous | to last
32 26-Nov-2021 10:22 13 KB JMyers to previous | to last
31 26-Nov-2021 10:22 13 KB JMyers to previous | to last
30 26-Nov-2021 10:22 13 KB JMyers to previous | to last
29 26-Nov-2021 10:22 12 KB JMyers to previous | to last
28 26-Nov-2021 10:22 12 KB JMyers to previous | to last
27 26-Nov-2021 10:22 18 KB JMyers to previous | to last
26 26-Nov-2021 10:22 18 KB JMyers to previous | to last
25 26-Nov-2021 10:22 19 KB JMyers to previous | to last
24 26-Nov-2021 10:22 19 KB JMyers to previous | to last
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22 26-Nov-2021 10:22 20 KB JMyers to previous | to last
21 26-Nov-2021 10:22 20 KB JEscott to previous | to last

Page References

Incoming links Outgoing links
IPRLU
IPRLU

Version management

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A module called [Vertex|Vertex.VERTEX], which is directly linked into the [UPCALC] program, performs U.S. Taxation calculations. When calculating U.S. taxation, the tax methods for each employee are defined in the pay rules. Then depending on the pay category of each timesheet, the U.S. pay category form for that timesheet may override the default employee’s tax methods on the U.S. pay rule file. You should refer to both the pay category file and pay rule file to determine the actual tax methods being used for tax calculation.
A module called [Vertex|VERTEX], which is directly linked into the [UPCALC] program, performs U.S. Taxation calculations. When calculating U.S. taxation, the tax methods for each employee are defined in the pay rules. Then depending on the pay category of each timesheet, the U.S. pay category form for that timesheet may override the default employee’s tax methods on the U.S. pay rule file. You should refer to both the pay category file and pay rule file to determine the actual tax methods being used for tax calculation.
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;[Filing Status|UFED_FILING_STATUS]:The Federal Filing Status indicates how the employee is filing.
;[Filing Status|UFED_FILING_STATUS]:The Federal Filing Status indicates whether an employee is filing as:
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;[Tax Method|US Tax Withholding Options (UFED_TAX_METHOD)|UFED_TAX_METHOD (US Tax Withholding Options)]: This field specifies the federal tax method for this employee.
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;[Suppl. Tax Method|UFED_SUPPL_TAX_METHOD]:This field specifies the Federal supplemental tax method for this employee.
;[Tax Method|UFED_TAX_METHOD]: This field specifies the federal tax method for this employee:
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;[FICA Method|UFED_FICA_METHOD]: This field specifies the calculation method for FICA.
;[Suppl. Tax Method|UFED_SUPPL_TAX_METHOD]:This field specifies the Federal supplemental tax method for this employee:
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;[Medicare Method|UFED_MEDICARE_METHOD]: This field specifies the calculation method for the Medicare portion of the FICA.
;[FUTA Method|UFED_FUTA_METHOD]:This field specifies the calculation method for FUTA.
;[EIC Method|UFED_EIC_METHOD]: This field specifies the calculation method for employee Earned Income Credit.
;[Number of Exemptions|UFED_NUM_EXEMPTIONS]: This field specifies the number of exemptions the employee claims.
;[Annual Exemption|UFED_ANN_EXEMPTION]: This field displays the annual exemption amount being claimed.
;[Add’l Exemption|UFED_ADD_EXEMPTION]: This field specifies any additional exemption amount the employee claims.
;[FICA Method|UFED_FICA_METHOD]: This field specifies the calculation method for FICA:
*FICA Self Adjust
*FICA No Self Adjust
*FICA Self Adjust 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.
;[Medicare Method|UFED_MEDICARE_METHOD]: This field specifies the calculation method for the Medicare portion of the FICA:
*Medi Self Adjust
*Medi No Self Adjust
*Medi Self Adjust 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.
;[FUTA Method|UFED_FUTA_METHOD]:This field specifies the calculation method for FUTA:
*Self Adjust Method
*Do not Self Adjust
*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.
;[EIC Method|UFED_EIC_METHOD]: This field specifies the calculation method for employee Earned Income Credit:
*Filing Single
*Filing Married
*Filing Married with No Spouse
*Filing Single (use prime assignment annual wage to calculate EIC)
*Filing Married (use prime assignment annual wage to calculate EIC)
*No Spouse (use prime assignment annual wage to calculate EIC)
*Do Not Calculate
;:UFED_EIC_Method is an optional fixed lexicon ([X_UFED_EIC_METHOD]) that you may use to look up the value.
;[Number of Exemptions|UFED_NUM_EXEMPTIONS]: This field specifies the number of exemptions the employee claims. UFED_Num_Exemptions is an optional numeric field that you must manually enter.
;[Annual Exemption|UFED_ANN_EXEMPTION]: This field displays the annual exemption amount being claimed. UFED_Ann_Exemption is an optional 18 digit numeric field that you must manually enter.
;[Add’l Exemption|UFED_ADD_EXEMPTION]: This field specifies any additional exemption amount the employee claims. UFED_Add_Exemption is an optional 18 digit numeric field that you must manually enter.
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;:UFED_Add_Tax_Per_Period is an optional 18 digit numeric field that you must manually enter.
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;:UFED_Tax_Amount is an optional 18 digit numeric field that you must manually enter.
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!Railroad Taxation
For US Railroad Employers, this section contains the pay methods required to calculate all legislated deductions and contributions required for those employees.
;[Tier1 SOC Method|URR_TIER1_SOC_METHOD]:This field specifies the Tier 1 Social Security tax calculation method for railway employees.
;[Tier1 MED Method|URR_TIER1_MED_METHOD]:This field specifies the Tier 1 Medicare tax calculation method for railway employees.
;[Tier2 RET Method|URR_TIER2_RET_METHOD]:This field specifies the Tier 2 Retirement tax calculation method for railway employees.
;[RUIA Method|URR_RUIA_METHOD]:This field specifies the Railroad Unemployment Insurance Act (RUIA) tax calculation method for railway employees.
;[Railroad SUPPL Method|URR_SUPPL_METHOD]:This field specifies the Railroad Supplemental Annuity tax calculation method for railway employees.
;[RURT Method|URR_RURT_METHOD]:This field specifies the Railroad Unemployment Repayment (RURT) tax calculation method for railway employees.
;:UFED_Tax_Percent is an optional 5 digit numeric field that you must manually enter.
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;[Filing Status|UST_FILING_STATUS]:This field displays a valid filing status for the employee for state tax calculation.
;[Tax Method|UST_TAX_METHOD]:This field specifies the State tax method for the employee.
;[Suppl. Tax Method|UST_SUPPL_TAX_METHOD]:This field specifies the state supplemental tax method for the employee.
;[Alternate Tax Method|UST_ALT_TAX_METHOD]:This field specifies the alternate State tax method. This function is only used by a few states. If a state supports the Alternate State Tax method, it will be specified in the Vertex manual, ‘Current Information’ for the state. Please refer to Vertex manual prior to using the Alternate State method.
;[Filing Status|UST_FILING_STATUS]:Valid filing status for state tax calculation:
*Single
*Married
*Head of Household
*Married-File Separately
*Married-File Jointly
*Married-1 Spouse work
*Married-2 Spouse work
*Single- <= 2 Exempts
*Single= >= 3 Exempts
;:UST_Filing_Status is a fixed lexicon ([X_UST_FILING_STATUS]) that you may use to look up the value.
;[Tax Method|UST_TAX_METHOD]:This field specifies the State tax method for the employee:
*Normal Method
*Normal Method +%
*Normal Method + Amt
*% on element USTTERN
*% on element USTTPERC
*Flat Amount
*By Supplemental Meth
*Normal/0 Tax/Upd Wg
*Do Not Calculate
;For employees with multiple assignments who are paid with multiple time sheets in one pay period:
*PTD Method
*PTD Method +%
*PTD Method + Amount
;:UST_Tax_Method is a fixed lexicon ([X_UST_TAX_METHOD]) that you may use to look up the value.
;[Suppl. Tax Method|UST_SUPPL_TAX_METHOD]:Specifies the state supplemental tax method for the employee:
*Concur-% Method
*Concur-Flat Amount
*Concur-Normal Method
*Concur-Ann Sup Grs
*Concur-Not Ann Suppl
*Con-Norm/0 Tax/UpdWg
*Sep-% Method
*Sep-Flat Amount
*Sep-Normal Method
*Sep-Previous Gross
*Sep-Annual Gross
*Sep-Annual Prev Grs
*Sep-Alt % Method
*Concur-Table Read
*Concur-Tiered Rate
*Concur-Opt Calc %
*Do Not Calculate
;:UST_Suppl_Tax_Method is a fixed lexicon ([X_UST_SUPPL_METHOD]) that you may use to look up the value.
;[Alternate Tax Method|UST_ALT_TAX_METHOD]:Specifies the alternate State tax method. Only used by a few states. If a state supports the Alternate State Tax method, it will be specified in the Vertex manual, ‘Current Information’ for the state. Please refer to Vertex manual prior to using the Alternate State method.
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*Self Adjust
*Do Not Self Adjust
*Self Adjust at Max
*No Self Adjust, 0% Experience Rate
*Self Adjust, 0% Experience Rate
*No Calc, Upd Wage
*Do Not Calculate
;:UST_SUI_EE_Method is a fixed lexicon ([X_UST_SUI_METHOD]) that you may use to look up the value.
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*Self Adjust
*Do Not Self Adjust
*Self Adjust at Max
*No Self Adjust, 0% Experience Rate
*Self Adjust, 0% Experience Rate
*No Calc, Upd Wage
*Do Not Calculate
;:UST_SUI_ER_Method is a fixed lexicon ([X_UST_SUI_METHOD]) that you may use to look up the value.
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*Self Adjust
*Do Not Self Adjust
*Self Adjust at Max
*No Self Adjust, 0% Experience Rate
*Self Adjust, 0% Experience Rate
*No Calc, Upd Wage
*Do Not Calculate
;:UST_SDI_EE_Method is a fixed lexicon ([X_UST_SDI_METHOD]) that you may use to look up the value.
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*Self Adjust
*Do Not Self Adjust
*Self Adjust at Max
*No Self Adjust, 0% Experience Rate
*Self Adjust, 0% Experience Rate
*No Calc, Upd Wage
*Do Not Calculate
;:UST_SDI_ER_Method is a fixed lexicon ([X_UST_SDI_METHOD]) that you may use to look up the value.
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*Calculate WC
*Do Not Calculate
;:UST_WCB_Method is a fixed lexicon ([X_UST_WCB_METHOD]) that you may use to look up the value.
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;[# of Exemptions 1|UST_NUM_EXEMPTION_1]:This field specifies the number of primary exemptions for the employee (e.g. spouse, dependants etc.). In most cases this will be the only number of exemptions claims.
;[# of Exemptions 2|UST_NUM_EXEMPTION_2]:This field specifies the number of secondary exemptions for the employee. This is used in some states for blind or over-65 dependents.
*NR Certificate Filed
*Calc WORK Tax only
*Calc RES Tax only
*Calc Work and Res
;:UST_Reciprocation is a fixed lexicon ([X_UST_RECIPROCATION]) that you may use to look up the value.
;[# of Exemptions 1|UST_NUM_EXEMPTION_1]:This field specifies the number of primary exemptions for the employee (e.g. spouse, dependants etc.). In most cases this will be the only number of exemptions claims. UST_Num_Exemption_1 is an optional 5 digit numeric field that you must manually enter.
;[# of Exemptions 2|UST_NUM_EXEMPTION_2]:This field specifies the number of secondary exemptions for the employee. This is used in some states for blind or over-65 dependents. UST_Num_Exemption_2 is an optional 5 digit numeric field that you must manually enter.
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;:UST_Tax_Percent is an optional 5 digit numeric field that you must manually enter.
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;[Add’l Exemption|UST_ADD_EXEMPTION]:This field specifies any additional exemption amount the employee claims.
;[Add’l Exemption|UST_ADD_EXEMPTION]:This field specifies any additional exemption amount the employee claims. UST_Add_Exemption is an optional 18 digit numeric field that you must manually enter.
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;:UST_Add_Tax_Per_Period is an optional 18 digit numeric field that you must manually enter.
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;:UST_Add_Tax_Res is a fixed lexicon ([X_UST_ADD_TAX_RES]) that you may use to look up the value.
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;[Tax Amount|UST_TAX_AMOUNT]:This field contains the flat tax amount that has been pre-calculated by you to be taken for the pay. This field will be used when State Tax Method = Flat Amount method.
;:UST_Add_Tax_Work is a fixed lexicon ([X_UST_ADD_TAX_WORK]) that you may use to look up the value.
;[Tax Amount|UST_TAX_AMOUNT]:This field contains the flat tax amount that has been pre-calculated by you to be taken for the pay. This field will be used when State Tax Method = Flat Amount method. UST_Tax_Amount is an optional 18 digit numeric field that you must manually enter.
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;[Number of Exemptions|ULOC_NUM_EXEMPTIONS]:This field specifies the number of exemptions the employee claims.
*Single
*Married
*Head of Household
*Married-File Separately
*Married-File Jointly
*Married-1 Spouse Work
*Married-2 Spouse Work
*Single- <= 2 Exempts
*Single= >= 3 Exempts
;:ULOC_Filing_Status is a fixed lexicon ([X_ULOC_FILING_STATUS]) that may be used to look up the value.
;[Number of Exemptions|ULOC_NUM_EXEMPTIONS]:This field specifies the number of exemptions the employee claims. ULOC_Num_Exemptions is an optional 5 digit numeric field that you must manually enter.
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*Normal Method
*Normal Method +%
*Normal Method + Amt
*% on element UCNTYERN
*% on element UCNYYPERC
*Flat Amount
*By Supplemental Meth
*School Tax% Method
*Normal/0 Tax/Upd Wg
*Do Not Calculate
;:For employees with multiple assignments who are paid with multiple time sheets in one pay period.
*PTD Method
*PTD Method +%
*PTD Method + Amount
;:ULOC_County_Tax_Method is a fixed lexicon ([X_ULOC_COUNTY_TAX_METHOD]) that you may use to look up the value.
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*Normal Method
*Normal Method +%
*Normal Method + Amt
*% on element UCITYERN
*% on element UCITYPERC
*Flat Amount
*By Supplemental Meth
*School Tax% Method
*Normal/0 Tax/Upd Wg
*Do Not Calculate
;:For employees with multiple assignments who are paid with multiple time sheets in one pay period.
*PTD Method
*PTD Method +%
*PTD Method + Amount
;:ULOC_City_Tax_Method is a fixed lexicon ([X_ULOC_CITY_TAX_METHOD]) that may be used to look up the value.
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*Calculate By Local
*Do Not Calculate
*Once Per Year
*Once Per Mth
*1/Mth w Min Wage
;:ULOC_Head_Tax_Method is a fixed lexicon ([X_ULOC_HEAD_TAX_METHOD]) that you may use to look up the value.
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*Use Default School
*Use Specified School
*Calc, 0 Res Local
*Calc, 0 Work Local
*Calc, 0 Work & Res
*Do Not Calculate
;:ULOC_School_Tax_Method is a fixed lexicon ([X_ULOC_SCHOOL_TAX_METHOD]) that you may use to look up the value.
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*Do not apply to WORK
*Apply to WORK GEO
;:ULOC_Add_Tax_Work is a fixed lexicon ([X_ULOC_ADD_TAX_WORK]) that you may use to look up the value.
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*Do not apply to RES
*Apply to RES GEO
;:ULOC_Add_Tax_Res is a fixed lexicon ([X_ULOC_ADD_TAX_RES]) that you may use to look up the value.
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;[Tax % 1|ULOC_TAX_PERCENT_1]:This field contains the local tax% applicable to this employee. If this percentage is greater than zero, it will be used wherever the County Tax method or City Tax method specifies to use %. Otherwise the percentage from GovtReg ([IDGV]) will be used.
;[Tax % 2|ULOC_TAX_PERCENT_2]: This field holds the additional rate of tax you may pass to Vertex.
;[Tax Amount|ULOC_TAX_AMOUNT]:This field contains the flat tax amount that has been pre-calculated by you to be taken for the pay. This field will be used when the County or City Tax method = Flat Amount method.
*NR Certificate Filed
*Calc WORK Tax only
*Calc RES Tax only
*Calc work and Res
;:ULOC_Reciprocation is a fixed lexicon ([X_ULOC_RECIPROCATION]) that you may use to look up the value.
;[Tax % 1|ULOC_TAX_PERCENT_1]:This field contains the local tax% applicable to this employee. If this percentage is greater than zero, it will be used wherever the County Tax method or City Tax method specifies to use %. Otherwise the percentage from GovtReg ([IDGV]) will be used. ULOC_Tax_Percent_1 is an optional 5 digit numeric field that you must manually enter.
;[Tax % 2|ULOC_TAX_PERCENT_2]: This field holds the additional rate of tax you may pass to Vertex. ULOC_Tax_Percent_2 is an optional 5 digit numeric field that you must manually enter.
;[Tax Amount|ULOC_TAX_AMOUNT]:This field contains the flat tax amount that has been pre-calculated by you to be taken for the pay. This field will be used when the County or City Tax method = Flat Amount method. ULOC_Tax_Amount is an optional 18 digit numeric field that you must manually enter.
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;:ULOC_Add_Tax_Per_Period is an optional 18 digit numeric field that you must manually enter.
;[Head Tax Amount|ULOC_HEAD_TAX_AMOUNT]: If a flat amount is chosen for the Head Tax method then the amount need to be entered here. ULOC_Head_Tax_Amount is an optional 18 digit numeric field that you must manually enter.
;[School Tax Amount|ULOC_SCHOOL_TAX_AMOUNT]:If flat amount is chosen from the School Tax method then the amount needs to be entered here. ULOC_School_Tax_Amount is an optional 18 digit numeric field that you must manually enter.
;[School Tax Percent|ULOC_SCHOOL_TAX_PERCENT]: If a percentage is chosen for the School Tax method then the percentage needs to be entered here. ULOC_School_Tax_Percent is an optional 5 digit numeric field that you must manually enter.
;[Annual Exemption|ULOC_ANN_EXEMPTION]: This field specifies the annual exemption amount the employee claims. ULOC_Ann_Exemption is an optional 18 digit numeric field that you must manually enter.
;[Exemption %|ULOC_EXEMPTION_PERCENT]:This field specifies the additional exemption rate. ULOC_Exemption_Percent is an option 5 digit numeric field that you must manually enter.
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;[Head Tax Amount|ULOC_HEAD_TAX_AMOUNT]: If a flat amount is chosen for the Head Tax method then the amount need to be entered here.
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;[School Tax Amount|ULOC_SCHOOL_TAX_AMOUNT]:If flat amount is chosen from the School Tax method then the amount needs to be entered here.
[{If var='loginstatus' contains 'authenticated'
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;[School Tax Percent|ULOC_SCHOOL_TAX_PERCENT]: If a percentage is chosen for the School Tax method then the percentage needs to be entered here.
;[Annual Exemption|ULOC_ANN_EXEMPTION]: This field specifies the annual exemption amount the employee claims.
;[Exemption %|ULOC_EXEMPTION_PERCENT]:This field specifies the additional exemption rate.
\\
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!!Miscellaneous tab
![Discussion|Edit:Internal.IPRLU]
[{InsertPage page='Internal.IPRLU' default='Click to create a new discussion page'}]
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;[Misc. Tax Parm| ]:
;[Misc. Identifier| ]:
;[Description|DESCRIPTION]:
;[Field Type|FIELD_TYPE]:
;[Default Value|DEFAULT_VALUE]:
;[Field Variable|FIELD_VARIABLE]:
;[Reference Text|REFERENCE_TEXT]:
[CLEANUP]
----
![Notes|Edit:Internal.IPRLU]
[{InsertPage page='Internal.IPRLU' default='Click to create a new notes page'}]
}]
This page (revision-38) was last changed on 26-Nov-2021 10:22 by Kevin HiggsTop