This page (revision-9) was last changed on 03-Nov-2023 14:14 by Lilia Urtan

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

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Page References

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IPUTP
IPUTP

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[{TableOfContents }]
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The screen, Maintain US Tax Parameters (IPUTP), is used to display Tax Identifiers loaded in by [UPUTR]. These Tax Identifiers/Parameters are used to provide state specific tax filing information for an employee in their [IPRLU] or [IPRLUS] screens. The values provided for the Tax Identifiers are read by [UPCALC] during the taxation processing of an employee's pay.
The Maintain US Tax Parameters screen information will be used by the [IPRLU] Miscellaneous tab and [IPRLUS] for each employee to enter their filing information by State.
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The user must run [UPUTR] with the parameter 'Load State Misc Parms' = Yes to load in US Miscellaneous Tax Parameters for Federal and State taxation.
The user must run [UPUTR] to load in US Miscellaneous Tax Parameters for Federal and State taxation
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An Effective Date entry is not required for IPUTP as the most recent State Tax Miscellaneous Parameters are always loaded.
Please read the page [UPUTR] page for specific detail on how to load in the Tax Parameters.
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If an old Miscellaneous Tax entry is not used in the current load, this parameter will be marked with 'OBSOLETE' in the Miscellaneous Identifier field
In [IPRLU], on the Miscellaneous tab, the values for the Obsolete Miscellaneous Identifier will not be used in [UPCALC]. These Obsolete Miscellaneous Identifiers are for historical purposes only.
UPUTR will default values for a few state tax parameters, mainly those that require a value of <<True>> or <<False>>. For the True/False tax parameters, UPUTR will default a value of <<FALSE>> as this value would make the most sense for the general public. A few examples would be the parameters 'LOWINCOMETAXRATES' and 'TEXARKANARESIDENT' for the state of Arkansas.
Clients may provide their own entity wide defaults for the Misc Tax Parameters in IPUTP. Any value entered in IPRLU would override the defaults defined in the IPUTP.
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Miscellaneous Identifiers are retrieved from Symmetry during the UPUTR process. These will be passed to the Symmetry Tax Server with this exact name for tax calculations in [UPCALC], e.g. FILINGSTATUS
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;[Miscellaneous Identifier|TAX_IDENTIFIER]:The Miscellaneous Identifier is used to 'identify' the state's tax parameters used to provide additional information as supplied by the client or employee to calculate the taxes. These parameters often simulate information requested on the withholding certificate of the state. For example, FILINGSTATUS is a common Miscellaneous Tax Identifier.
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;Unique Tax ID : Displays the Unique Tax Identifier of the Misc Parm.
;[Field Type|FIELD_TYPE]:Field Type indicates if the value of the Tax Identifier/Parameter is to be a Char (character) or Number.
;[Miscellaneous Identifier|TAX_IDENTIFIER]:The Miscellaneous Identifier is used to 'identify' the state's tax parameters used to provide additional information as supplied by the client or employee to calculate the taxes. These parameters often simulate information requested on the withholding certificate of the state. For example, FILINGSTATUS is a common Miscellaneous Tax Identifier.
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;[Taxation Level|TAXATION_LEVEL]: This Level indicates if the Tax Identifier/Parameter is used at the Federal, State or Local level of taxation.
;[Identifier Usage|FIELD_PROVIDER]: This field indicates whether the Misc Tax Identifier/Parameter is supplied by the Tax Engine, or if it is supplied by the system and whether the Misc Tax Identifier may or may not be added to the employee's [IPRLU] or [IPRLUS] screen.
;Misc Parm Status: Displays the Status of the Misc Parm, if its Active or Obsolete. Obsolete Misc Parms are not used in UPCALC.
;Validation Lexicon: This field is to display the lexicon mapped to the Misc Parm.
;Certificate Line #: This field displays the line number in the employee's Withholding Allowance Form.
;[Level|TAXATION_LEVEL]: This Level indicates if the Tax Identifier/Parameter is used at the Federal, State or Local level of taxation.
;[Field Type|FIELD_TYPE]:Field Type indicates if the value of the Tax Identifier/Parameter is to be a Char (character) or Number.
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;Ovd Default Value: This field is to override the Default Field Variable.
;[Field Required|FIELD_REQUIRED]: This field indicates if the Tax Identifier/Parameter is required. Presently, this is not used by [UPCALC].
;Display Option: This internal field is to display the Misc Parm option.
;Alternate Misc Name: This field is to clarify or simplify the Misc Parm name provided by Symmetry, that cannot be altered. UPUTR will not override alternate misc name field.
;Help Text: This field is to display Misc Parm description.
;Addn Help Text: This internal field is to display additional Misc parm description.
;[Reference Text|REFERENCE_TEXT]: The Reference Text field contains the editing information for the Miscellaneous Identifier. Valid values for the Tax Parameter in focus is displayed. Only these values will be accepted, if a different value is entered the system will display a warning message to the user upon Save.
;[Field Required|FIELD_REQUIRED]: This field indicates if the Tax Identifier/Parameter is required. Presently, this is not used by [UPCALC].
;[Provided By|FIELD_PROVIDER]: This field indicates whether the Misc Tax Identifier/Parameter is supplied by the SymmetryTaxEngine, or if it is supplied by High Line and whether the Misc Tax Identifier may or may not be added to the employee's [IPRLU] or [IPRLUS] screen.
;[Reference Text|REFERENCE_TEXT]: The Reference Text field contains the editing information for the Miscellaneous Identifier. Valid values for the Tax Parameter in focus is displayed. Only these values will be accepted, if a different value is entered the system will display a warning message to the user upon Save.
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An Effective Date entry is not required for IPUTP as the most recent State Tax Miscellaneous Parameters are always loaded.
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If an old Miscellaneous Tax entry is not used in the current load, this parameter will be marked with 'OBSOLETE' in the Miscellaneous Identifier field
In IPRLU, on the Miscellaneous tab, the values for the Obsolete Miscellaneous Identifier will not be used in UPCALC. These Obsolete Miscellaneous Identifiers are for historical purposes only.
UPUTR will default values for a few state tax parameters, mainly those that require a value of <<True>> or <<False>>. For the True/False tax parameters, UPUTR will default a value of <<FALSE>> as this value would make the most sense for the general public. A few examples would be the parameters 'LOWINCOMETAXRATES' and 'TEXARKANARESIDENT' for the state of Arkansas.
Clients may provide their own entity wide defaults for the Misc Tax Parameters in IPUTP. Any value entered in IPRLU would override the defaults defined in the IPUTP.
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|Federal|IRS_MAXIMUM_EXEMPTIONS|Internal|Yes
|Federal|401K_CATCHUP|Internal|Yes
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Federal level means the Miscellaneous Identifier will be generated with the State Name field set to 'Federal' and will be used at the federal level taxation. Certain Federal Identifiers are applicable to all states of the same pay.\\
Federal level means the Miscellaneous Identifier will be generated with the State Name field set to 'Federal' and will be used at the federal level taxation. Certain Federal Identifiers are applicable to all states of the same pay.\\(e.g., 401K_CATCHUP is used for federal and state level 401K calculation)
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For additional information on how to load the tax parameters/identifiers please read the page [UPUTR].
This page (revision-9) was last changed on 03-Nov-2023 14:14 by Lilia UrtanTop