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

Version management

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[{TableOfContents }]
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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.
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.
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The user must run [UPUTR] to load in US Miscellaneous Tax Parameters for Federal and State taxation
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.
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Please read the page [UPUTR] page for specific detail on how to load in the Tax Parameters.
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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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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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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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