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IPUTR
IPUTR

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[{TableOfContents }]
[{TableOfContents }]
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The screen, IPUTR Maintain US Tax Rates, is used to display the tax rates for each of the states loaded by the [UDGNIS] and [UPUTR] functions. The tax rates are loaded by the [UPUTR] function.
The Maintain US Tax Rates (IPUTR) form displays the tax rates for each of the States loaded by the [UDGNIS] and [UPUTR] functions. The tax rates are loaded by the [UPUTR] function.
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By clicking on the applicable state, the tax rates for the state in focus will be displayed below.
By clicking on the applicable State, the tax rates for the State in focus is displayed below.
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;[State|]: This field indicates the name of the state whose tax rates are displayed below. If [UPUTR] was run for Federal, then the Federal tax rates will be displayed as well.
;[Effective|EFFECTIVE]: This field indicates the date to be used by [UPCALC] to determine which record to read for any overridden tax rate for the pay period being paid. The Effective Date entry in IPUTR is not used by Symmetry.
;[Expiry|EXPIRY]: This field indicates the date the tax rate is no longer effective for the purpose of [UPCALC].
!IPUTR Fields
__Tax Rate__
||Field||Description
|[State|]|This field defines the name of the State that tax rates are displayed for. If [UPUTR] was run for Federal, the Federal tax rates will be displayed as well.
|[Effective|EFFECTIVE]|This field defines the date to be used by [UPCALC] to determine which records to read for any overridden tax rates for the pay period being paid. The Effective Date entry on IPUTR is not used by Symmetry.
|[Expiry|EXPIRY]|This field defines the date the tax rate is no longer effective for the purpose of [UPCALC].
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!Tax Rate Details
;[Tax Rate Seq|TAX_RATE_CODE]: Tax Rate Seq 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 tax rate was loaded in by [UPUTR].
;[Tax Identifier|TAX_IDENTIFIER]: The Tax Identifiers are pre-defined by Symmetry and indicate the Location code and Tax type that pertains to the tax rate. These provide a mechanism to allocate a tax rate to a specific tax jurisdiction. The first two digits in the Tax Identifier indicate the FIPS code of the state. The second segment indicates the county, if the tax rate is specific to a county. The third segment indicates the City's Feature id, if the tax rate is specific to a City otherwise it will be zeros. The fourth segment indicates the type of tax for example, SIT for State Income Tax or ER_SUTA for Employer State Unemployment Tax.
;[Description|DESCRIPTION]: The description of the tax identifier is displayed here. If the tax if for a specific City, typically this will display the name of the City the tax pertains to. If the tax is a state tax, the name of the state and the tax type will be displayed, for example Alabama State Unemployment Tax
;[Tax Rate|TAX_RATE]: The rate of the tax is displayed here. If the tax rate displays a 0, it typically means the tax has been deprecated. It may also indicate the tax is based on a formula such as the SIT.
;[Override Tax Rate|TAX_RATE_OVERRIDE]: This field allows the user to input an override for the tax. This override is used for taxes such as SUTA and FUTA. If the state does not allow a tax rate override for a particular tax, Symmetry will not use this tax rate override.
;[Wage Base|WAGE_BASE]: The Wage Base indicates the upper threshold of wages on which the tax can be imposed.
;[Override Wage Base|WAGE_BASE_OVERRIDE]: This form allows the user to indicate an override wage base. Although the user may provide an override to all tax rates, Symmetry will only respect those that are allowed as indicated by the state.
;[Tax Limit Amount|TAX_LIMIT_AMOUNT]: The Tax Limit Amount indicates the maximum amount of tax that may be taken.
;[Override Tax Limit|TAX_LIMIT_OVERRIDE]: This field allows the user to input an override to the tax limit. Similar to the other override fields within this form, Symmetry will only respect those that are allowed as indicated by the state.
;[Tax Limit Period|TAX_LIMIT_PERIOD]: This field may display a period in which the tax limit applies. The Tax Limit Period may be Annual, Monthly, Quarterly or None depending on the tax identifier.
;[Is Employer Tax|IS_EMPLOYER_TAX]: This toggle indicates if the tax is paid by the Employer. If the toggle is not checked, then the tax is Employee paid.
;[Do Not Calculate|DO_NOT_CALC]: When enabled, this toggle prevents [UPCALC] from calculating the tax.
;[Reference Text|REFERENCE_TEXT]: This field typically displays the description of the tax identifier, however it may also provide additional information on the tax.
__Tax Rate Details__\\
||Field||Description
|[Tax Rate Seq|TAX_RATE_CODE]|The Tax Rate Sequence 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 tax rate was loaded in by [UPUTR].
|[Tax Identifier|TAX_IDENTIFIER]|The Tax Identifiers are pre-defined by Symmetry and indicate the Location code and Tax type that pertains to the tax rate. These provide a mechanism to allocate a tax rate to a specific tax jurisdiction. The first two digits in the Tax Identifier indicate the FIPS code of the State. The second segment indicates the County, if the tax rate is specific to a county. The third segment indicates the City's Feature ID, if the tax rate is specific to a City, otherwise it will be zeros. The fourth segment indicates the type of tax, for example, SIT for State Income Tax or ER_SUTA for Employer State Unemployment Tax.
|[Description|DESCRIPTION]|The description of the tax identifier is displayed here. If the tax is for a specific City, typically this will display the name of the City the tax pertains to. If it is a State tax, the name of the State and the tax type will be displayed. Example: Alabama State Unemployment Tax
|[Tax Rate|TAX_RATE]|The rate of the tax is displayed here. If the tax rate displays a 0, it typically means the tax has been deprecated. It may also indicate the tax is based on a formula such as SIT.
|[Override Tax Rate|TAX_RATE_OVERRIDE]|This field allows users to enter an override for the tax. This override is used for taxes such as SUTA and FUTA. If the State does not allow a tax rate override for a particular tax, Symmetry will not use this tax rate override.
|[Wage Base|WAGE_BASE]|The Wage Base defines the upper threshold of wages on which the tax can be imposed.
|[Override Wage Base|WAGE_BASE_OVERRIDE]|This field allows users to define an override wage base. Although users can define an override to all tax rates, Symmetry will only respect those that are allowed as specified by the State.
|[Tax Limit Amount|TAX_LIMIT_AMOUNT]|The Tax Limit Amount defines the maximum amount of tax that can be taken.
|[Override Tax Limit|TAX_LIMIT_OVERRIDE]|This field allows users to enter an override to the tax limit. Similar to the other override fields on this form, Symmetry will only respect those that are allowed as specified by the State.
|[Tax Limit Period|TAX_LIMIT_PERIOD]|This field can display a period the tax limit applies. The Tax Limit Period can be Annual, Monthly, Quarterly or None, depending on the tax identifier.
|[Is Resident Tax|IS_RESIDENT_TAX]|This toggle defines if the tax rate is for a Resident jurisdiction. If the toggle is not checked, the tax rate is applicable to an employee's work jurisdiction. This toggle is populated by the [UPUTR] process.
|[Is Employer Tax|IS_EMPLOYER_TAX]|This toggle defines if the tax is paid by the Employer. If the toggle is not checked, then the tax is Employee paid.
|[Do Not Calculate|DO_NOT_CALC]|When set to ON, this toggle prevents [UPCALC] from calculating the tax.
|[Reference Text|REFERENCE_TEXT]|This field typically displays the description of the tax identifier, however it can also provide additional information on the tax.
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*[UPCALC] will read IPUTR for SUTA / FUTA Overridden amounts and will pass these overridden amounts to Symmetry for the tax calculations.
[UPCALC] will read IPUTR for SUTA / FUTA Overridden amounts and will pass these overridden amounts to Symmetry for the tax calculations. \\ \\
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*There are two options to set up Overridden Rate, Overridden Wage Base or Overridden Tax Limit:
*#IPUTR
*#*Enter the rate or wage base provided by the government on the Override fields.
*#*These overrides are applicable for the entire company for the state.
*#*Rate overrides are only applicable for FUTA, SUTA, SUTA SC, SUI EE and SDI EE tax identifiers, overrides entered for other tax rates will not be read.
*#[IDGV]
*#*If there is a specific rate given by the government for different State Registration #, then enter on [IDGV] by "Reg Type", this overrides the IPUTR rate.
*#*[UPCALC] retrieves [IDGV] by Government Registration from the employee's pay header group.
There are two options to define an Overridden Rate, Overridden Wage Base or Overridden Tax Limit:\\
1. IPUTR
*Enter the rate or wage base provided by the government on the Override fields.
*These overrides are applicable for the entire organization for the State.
*Rate overrides are only applicable for FUTA, SUTA, SUTA SC, SUI EE and SDI EE tax identifiers. Overrides entered for other tax rates will __not__ be read.
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2. [IDGV]
*If there is a specific rate provided by the government for a different State Registration #, enter it on the "Reg Type" column, on [IDGV]. This overrides the IPUTR rate.
*[UPCALC] retrieves the [IDGV] by Government Registration from the employee's pay header group.
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*The Effective Date entry in IPUTR is not used by Symmetry. The [UPUTR] will load in all tax rates, regardless of when they become effective. During the tax calculation, [UPCALC] will pass to the SymmetryTaxServer the pay period issue date to determine which tax rates to use for the period being paid.
*The Effective Date entry on IPUTR is not used by Symmetry. [UPUTR] will load in all tax rates, regardless of when they become effective. During the tax calculation, [UPCALC] will pass the pay period issue date to the SymmetryTaxServer to determine which tax rates to use for the period being paid.
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*The Effective Date entry in IPUTR is used by [UPCALC] to determine which record to read for any overridden tax rate for the pay period being paid.
*The Effective Date entry on IPUTR is used by [UPCALC] to determine which record to read for any overridden tax rate for the pay period being paid.
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*If you need to add in a new effective date entry for a change to an overridden tax rate (e.g., new government supplied SUTA rate) you would run [UPUTR] for the new effective date.
*If a user needs to add in a new effective date entry for a change to an overridden tax rate, such as a new government supplied SUTA rate, users should run [UPUTR] for the new effective date.
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*If IPUTR has Tax Rate entries that have an effective date PRIOR to the [UPUTR] specified effective date and an expiry date of '31-Dec-3999', these Effective Date entries will be expired within one day prior to the newly selected effective date. [UPUTR] will generate a new set of IPUTR entries with the newly specified effective date and expiry date of 'Dec-31-3999'.
*If IPUTR has Tax Rate entries that have an effective date PRIOR to the [UPUTR] defined effective date and an expiry date of '31-Dec-3999', these Effective Date entries will expire within one day prior to the newly defined effective date. [UPUTR] will generate a new set of IPUTR entries with the newly defined effective date, with an expiry date of 'Dec-31-3999'.
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*If IPUTR has Tax Rate entries that have an effective date MATCHING the [UPUTR] specified effective date and and an expiry date of '31-Dec-3999', these Effective Date entries will be checked and updated if values are different.
*If IPUTR has Tax Rate entries that have an effective date MATCHING the [UPUTR] defined effective date and an expiry date of '31-Dec-3999', these Effective Date entries will be checked and updated, if the values are different.
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*If IPUTR has Tax Rate entries that have an effective date GREATER than the [UPUTR] specified effective date, these Effective Date entries will be consolidated with the selected Effective Date entries and the latest Effective Date entries will be used in order to retain the latest user Overridden amounts.
*If IPUTR has Tax Rate entries that have an effective date GREATER than the [UPUTR] defined effective date, these Effective Date entries will be consolidated with the defined Effective Date entries, and the latest Effective Date entries will be used in order to retain the latest user Overridden amounts.
This page (revision-10) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop