This page (revision-3) was last changed on 26-Nov-2021 10:22 by rforbes

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

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!Personality Setup
* A copy of IDSD should be made using [IMFN]; code this new screen as IDSD_XXX(client code).
* Add the column SCHOOL_DISTRICT_TYPE which contains the Lexicon X_SCHOOL_DISTRICT_TYPE.
* Re-label the field __Alt School District__ to read __Tax District Code__.
* UPUTR – Run with the Report Parameter ''Load Tax District Type'' set to PA PSD Code. The only other field required is a date. This process will populate IDSD_XXX with all PSD codes and trigger the lexicon to show __PA PSD__ Code for these records. All other records with show as __School District__.
* Insure the following PC usages have been set up in IPPC
** 6903 - City Work Deduction - School Reg Tax (Work EIT)
** 6907 - City Work Earnings - School Reg Earnings
** 6923 - City Res. Deduction - School Reg Tax (Res EIT)
** 6927 - City Res. Earnings - School Reg Earnings
* Jurisdictions in [IDTX] must have the fields for County, City, Municipality and School District completed. (It is not essential to have the School District field defined with data in IEPI as Symmetry goes to IDTX to determine how to apply taxes).
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