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
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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
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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

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IPRLU
IPRLU

Version management

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[{TableOfContents }]
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You may access this feature under the Screens/Forms menu: __Payroll > Maintain US Tax Filing Information__
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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, 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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__‘Maintain U.S. Pay Rules’ Usage and Examples__
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;[Jurisdiction|JURISDICTION_NAME]:This field shows the Geo code of work tax jurisdiction. Jurisdiction from [P2K_CM_TAX_JURISDICTIONS] is a 16-character alphanumeric optional field you may manually enter or select from the LOV (F9).
;[Description|DESCRIPTION]: The reason why these taxation rules are being maintained is shown in this field. (i.e. Default Tax rules). Users may wish to enter "Default W4", "Default" or similar description for the first blank jurisdiction record. Description is a mandatory 50 character alphanumeric field you must manually enter or set as a preference.
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;[Jurisdiction|JURISDICTION_NAME]:This field shows the Geo code of work tax jurisdiction.
;[Description|DESCRIPTION]: The reason why these taxation rules are being maintained is shown in this field. (i.e. Default Tax rules). Users may wish to enter "Default W4", "Default" or similar description for the first blank jurisdiction record.
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%%information This function is [date sensitive|DATE SENSITIVE] and changes made in these areas below the [date navigator|DATE SENSITIVE NAVIGATOR] may be split with a new effective date.%%
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!!Federal tab
;[Filing Status|UFED_FILING_STATUS]:The Federal Filing Status indicates how the employee is filing.
;[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.
;[Suppl. Tax Method|UFED_SUPPL_TAX_METHOD]:This field specifies the Federal supplemental tax method for this employee.
;[FICA Method|UFED_FICA_METHOD]: This field specifies the calculation method for FICA.
;[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.
!!Maintain US Tax Filing Information (IPRLU) - Federal
;[Filing Status|UFED_FILING_STATUS]:The Federal Filing Status indicates whether an employee is filing as:
*Single
*Married
*Head of household
*Married-File Seperate
;:UFED_Filing_Status is a fixed lexicon ([X_UFED_FILING_STATUS]) that you may use to look up the value.
;[Tax Method|UFED_TAX_METHOD]: This field specifies the federal tax method for this employee:
*Annualized Method
*Annualized +%
*Annualized + Amount
*% on Element UFWTERN
*% on Element UFWTPERC
*Flat Amount
*Cumulative Averaging
*By Supplemental Meth
*Annualized / 0 Tax / Update Taxable Earnings
*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 + Amt
;:UFED_Tax_Method is an optional fixed lexicon ([X_UFED_TAX_METHOD]) that you may use to look up the value.
;[Suppl. Tax Method|UFED_SUPPL_TAX_METHOD]:This field specifies the Federal supplemental tax method for this employee:
*Percentage Method
*Concurrent Aggregate
*Previous Aggregation
*Cumulative Aggregate
*Concurrent-Zero Tax
*Do Not Calculate
;:UFED_Suppl_Tax_Method is an optional fixed lexicon ([X_UFED_SUPPL_METHOD]) that you may use to look up the value.
;[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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;:If Federal Tax Method = Annualized + %, then this field contains the percentage that will be apply to federal earnings and treats as additional tax. (e.g. 5%, enter as 5).
;:If Federal Tax Method = Annualized + Amount, then this field contains a per pay period additional tax amount.
;:''If Federal Tax Method = Annualized + %, then this field contains the percentage that will be apply to federal earnings and treats as additional tax. (e.g. 5%, enter as 5).
;:''If Federal Tax Method = Annualized + Amount, then this field contains a per pay period additional tax amount.
;: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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;:If the percentage is greater than zero, it will be used whenever the FED-TAX-METHOD or FED-SUP-METHOD specifies to use %. Otherwise the percentage from GOVTREG file ([IDGV]) will be used.
!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.
;:If the percentage is greater than zero, it will be used whenever the FED-TAX-METHOD or FED-SUP-METHOD specifies to use %.
;:Otherwise the percentage from GOVTREG file ([IDGV]) will be used.
;:UFED_Tax_Percent is an optional 5 digit numeric field that you must manually enter.
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!!State tab
;[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.
!!Maintain US Tax Filing Information (IPRLU) - State
;[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.
;[Tax Percent|UST_TAX_PERCENT]:This field contains the state tax percentage applicable to this employee.
;:If the percentage is greater than zero, it will be used whenever UST_TAX_METHOD or UST_SUPPL_TAX_METHOD specifies to use %. Otherwise, the percentage from GOVTREG file ([IDGV]) will be used.
*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.
;[Tax Percent|UST_TAX_PERCENT]:This field contains the state tax percentage applicable to this employee. If the percentage is greater than zero, it will be used whenever UST_TAX_METHOD or UST_SUPPL_TAX_METHOD specifies to use %. Otherwise, the percentage from GOVTREG file ([IDGV]) will be used. 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 Tax Per Period|UST_ADD_TAX_PER_PERIOD]:This field indicates the amount of additional tax to be taken each pay period.
;:If the employee does not have enough taxable earnings this amount will only be taken if the additional tax option is set to 'always’ in the Payroll Information form and the pay is a ‘Regular Pay’ pay category.
;:If State Tax Method = Annualized +%, then this field contains the percentage that will be apply to federal earnings and treats as additional tax. (e.g. 5%, enter as 5).
;:If State Tax Method = Annualized + Amount, then this field contains a per pay period additional tax amount.
;[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.
;[Add’l Tax Per Period|UST_ADD_TAX_PER_PERIOD]:This field indicates the amount of additional tax to be taken each pay period. If the employee does not have enough taxable earnings this amount will only be taken if the additional tax option is set to 'always’ in the Payroll Information form and the pay is a ‘Regular Pay’ pay category. If State Tax Method = Annualized +%, then this field contains the percentage that will be apply to federal earnings and treats as additional tax. (e.g. 5%, enter as 5). If State Tax Method = Annualized + Amount, then this field contains a per pay period additional tax amount. 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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!!Local tab
;[Filing Status|ULOC_FILING_STATUS]:You will use this field to select a valid filing status for local tax calculation:
;[Number of Exemptions|ULOC_NUM_EXEMPTIONS]:This field specifies the number of exemptions the employee claims.
;[County Tax Method|ULOC_COUNTY_TAX_METHOD]:This field specifies the county tax method for the employee:
;[City Tax Method|ULOC_CITY_TAX_METHOD]:This field specifies the city tax method for the employee:
;[Head Tax Method|ULOC_HEAD_TAX_METHOD]:This field specifies whether head tax should be calculated for the employee:
;[School Tax Method|ULOC_SCHOOL_TAX_METHOD]: This field specifies the school district tax method for the employee:
;[Add’l Tax for Work|ULOC_ADD_TAX_WORK]: This field indicates if the additional tax per period is for Work Local tax:
;[Add’l Tax for Res|ULOC_ADD_TAX_RES]:This field indicates whether the additional tax per period is for Residence Local tax:
;[Reciprocity Agreement|ULOC_RECIPROCATION]:In some areas of the United States, an employee may be taxed both where they work and where they live. To alleviate this, there are established agreements between tax jurisdictions to determine where the employee should pay taxes. These reciprocal agreements are indicated in this field.
;[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.
;[Add’l Tax Per Period|ULOC_ADD_TAX_PER_PERIOD]: This field shows the amount of additional tax to be taken each pay period.
;:If the employee does not have enough taxable earnings, this amount will only be taken if the toggle set ON in the payroll Information form and the pay is a ‘Regular Pay’ pay category.
;:If County or City Tax Method = Annualized + %, then this field contains the percentage that will be apply to federal earnings and treats as additional tax. (e.g. 5%, enter as 5)
;:If County or City Tax Method = Annualized + Amount, then this field contains a per pay period additional tax amount.
;[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.
;[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.
;[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
;[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'}]
!!!Maintain US Tax Filing Information (IPRLU) - Local
This page (revision-38) was last changed on 26-Nov-2021 10:22 by Kevin HiggsTop