This page (revision-96) was last changed on 26-Nov-2021 10:22 by Meg McFarland

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

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Page References

Incoming links Outgoing links
Tax Reporting - US General
Tax Reporting - US General

Version management

Difference between version and

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![IPUTR] - Maintain US Tax Rates
[IPUTR] screen holds all US Tax Rates that are generated by Symmetry Tax Engine.
If IMST site preference US TAX SERIES = 1, this means the Symmetry Tax Engine is used for US Taxation.
*Symmetry Tax Engine allows users to load in US tax rates into [IPUTR] screen with the [UPUTR] load process for Federal and States tax rates by effective date
*the Annual and Quarterly reporting of [RPYEU] will retrieve the US tax rates from [IPUTR] according to [RPYEU] parameter ‘Period End Date’
* e.g. on April 30, user runs RPYEU for Q1 that ends on March 31, therefore RPYEU Period End Date = ‘Mar-31-2013’, As Of Date = ‘Apr-30-2013’, in this case, IPUTR Tax rates are retrieved for Period End Date ‘Mar-31-2013’
*users have the ability to override [IPUTR] Tax Rates or Wage Base on [IPUTR] screen with ‘Override Tax Rate’ or ‘Override Wage Base’
*users also have the ability to override [IPUTR] Tax Rates or Wage Base on [IDGV] screen by Government Registrations , therefore if [IDGV] has a specific entry with ‘Govt Rate Type’ that overrides the Tax Rate or Wage Base amount, then this [IDGV] entry is used
!The following [IPUTR] entries are retrieved by [RPYEU]:
*Federal level:
**00-000-0000-ER_FICA-000 - the Wage Base is retrieved , this is used to report the Annual Maximum Wage Base on W2
*State level:
**XX-000-0000-ER_SUTA-000 - the Tax Rate and Wage Base are retrieved, where XX is the FIPS code of each State
*** these are used to calculate SUI Excess Wages and SUI Taxable Wages for quarterly reporting
*** if [IDGV] entry exists with ‘Govt Rate Type’ = ‘US SUI ER Rate’ or ‘US SUI Max Base Amt’, then this IDGV entry is used, otherwise [IPUTR] entry is used
This page (revision-96) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop