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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IPUTP
IPUTP

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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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The user may select the applicable State from the find block to view the State Miscellaneous Parameters by Misc. Tax Parm.
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
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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
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.
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;[Misc Tax Parm|TAX_RATE_CODE]: Misc Tax Parameter is in the format of 'XXnnnn', where XX is the State code and nnnn is a sequential 4 digit number. The sequence is not pre-determined, it is simply the order in which the parameter was loaded in by [UPUTR]. The sequence of the tax parameters mentioned in the documentation may not match exactly to the sequence you have in your environment. The sequence is used to order the parameters and to distinguish them at the state level in [IPRLU].
;[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.
;[Description|DESCRIPTION]: The Description field is used to display the name of the Tax Identifier without abbreviations.
;[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.
;[Default Value|FIELD_VARIABLE]:
;[Field Required|FIELD_REQUIRED]:
;[Provided By|FIELD_PROVIDER]:
;[Reference Text|REFERENCE_TEXT]: The Reference Text field contains the editing information for the Miscellaneous Identifier
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.
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An Effective Date entry is not required for IPUTP as the most recent State Tax Miscellaneous Parameters are always loaded.
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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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
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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.
The user may select the applicable State from the find block to view the State Miscellaneous Parameters by Misc. Tax Parm.
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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.
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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 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.
;[Misc Tax Parm|TAX_RATE_CODE]: Misc Tax Parameter is in the format of 'XXnnnn', where XX is the State code and nnnn is a sequential 4 digit number. The sequence is not pre-determined, it is simply the order in which the parameter was loaded in by [UPUTR]. The sequence of the tax parameters mentioned in the documentation may not match exactly to the sequence you have in your environment. The sequence is used to order the parameters and to distinguish them at the state level in [IPRLU].
;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.
;[Description|DESCRIPTION]: The Description field is used to display the name of the Tax Identifier without abbreviations.
;[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.
;[Default Value|FIELD_VARIABLE]:The client may provide a default value to a Tax Identifier/Parameter. The default value will be used by [UPCALC] unless the Employee provides a Value in [IPRLU] or [IPRLUS]. The Default Value must be a valid value as indicated in the [Reference Text|REFERENCE_TEXT].
;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.
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|Federal|401K_CATCHUP|Internal|Yes
|Federal|IRS_MAXIMUM_EXEMPTIONS|Internal|Yes
|State|STATE_NEXUS|Legislative|No
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|Oregon|TRANSIT_CANBY_TAX|Internal|Yes
|Oregon|TRANSIT_LANE_TAX|Internal|Yes
|Oregon|TRANSIT_TRIMET_EXCISE_TAX|Internal|Yes
|Oregon|TRANSIT_SANDY_TAX|Internal|Yes
|Oregon|TRANSIT_WILSONVILLE_TAX|Internal|Yes
|Oregon|TRANSIT_SOUTH_CLACKAMAS_TAX|Internal|Yes
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Federal level means the Miscellaneous Identifier will be generated with State Name = 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.\\
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e.g. 401K_CATCHUP is used for Federal and State Level 401K calculation
State level means the Miscellaneous Identifier will be generated for all states with State Name field set to a UPUTR selected list of states and will be used at the state level taxation. These State Identifiers are specific to the defined state only.
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State level means the Miscellaneous Identifier will be generated with State Name = UPUTR selected list of States and will be used at the State Level taxation, these State Identifiers are specific to the defined State only
If the Level field is set to a specific state name (e.g., 'Oregon'), the Miscellaneous Identifies will be generated for that state if the UPUTR selected list of states contains the state name.
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These Internal Miscellaneous Identifiers are used internally by UPCALC and will not be passed to the Symmetry Tax Engine
These Miscellaneous Identifiers are used internally by UPCALC and will not be passed to the STE.
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Certain Identifiers are defined according to Government Legislative Requirement which allows the Employer to override on IPUTP but however do not allow the employee to override at the employee level, these Identifiers are defined with Provided By = Legislative, e.g. STATE_ROUNDING
Certain identifiers are defined according to the government legislative requirement which allows the employer to override on IPUTP but not allow the employee to override at the employee level. These identifiers are defined by setting the Provided By field to 'Legislative' (e.g., STATE_ROUNDING).
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For the Internal Identifiers, the employee may optionally add this Identifier on IPRLLU MISC Tab to override the default value of IPUTP, e.g. SUP_PAID_WITH_REG
For the internal identifiers, the employee may optionally add this identifier on the IPRLU - Miscellaneous tab to override the default value of IPUTP (e.g., SUP_PAID_WITH_REG).
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For State Supplemental Tax calculation, please read PR_US_IPRLU_Sup_Pay_v1.0.doc for detail for the usage of SUP_PAID_WITH_REG and SUP_PAID_WITHOUT_REG
For State Supplemental Tax calculation, please read [US Taxation Supplemental Pay Processing] for detail for the usage of SUP_PAID_WITH_REG and SUP_PAID_WITHOUT_REG
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