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
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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
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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

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At line 220 added 86 lines
;[Filing Status|??]:You will use this field to select a valid filing status for local 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
;:ULOC_Filing_Status is a fixed lexicon ([X_ULOC_FILING_STATUS]) that may be used to look up the value.
;[Number of 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.
;[County Tax Method|??]:This field specifies the county tax method for the employee:
*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.
;[City Tax Method|??]:This field specifies the city tax method for the employee:
*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.
;[Head Tax Method|??]:This field specifies whether head tax should be calculated for the employee:
*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.
;[School Tax Method|??]: This field specifies the school district tax method for the employee:
*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.
;[Add’l Tax for Work|??]: This field indicates if the additional tax per period is for Work Local tax:
*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.
;[Add’l Tax for Res|??]:This field indicates whether the additional tax per period is for Residence Local tax:
*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.
;[Reciprocity Agreement|??]: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.
*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|??]: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|??]: 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|??]: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.
;[Add’l 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.
;:ULOC_Add_Tax_Per_Period is an optional 18 digit numeric field that you must manually enter.
;[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|??]: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|??]: 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|??]: 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 %|??]:This field specifies the additional exemption rate. ULOC_Exemption_Percent is an option 5 digit numeric field that you must manually enter.