This page (revision-14) was last changed on 26-Nov-2021 10:22 by mmcfarland

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UPUTR
UPUTR

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[{TableOfContents }]
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The UPUTR screen loads US Tax Rates and US State Miscellaneous Parameters into the system
The UPUTR screen loads US Tax Rates and US State Miscellaneous Parameters into the system.
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||Report Parameters||
|Effective Date|Mandatory,Date, LOV Available\\You must enter an Effective date for the tax rates.
|Remove Old Tax Rates|Optional,[Yes or No|X_YES_NO] lexicon available\\If <YES>, the report will remove old [IPUTR] Tax Rates that match the specified Effective date.\\ \\You may run UPUTR to remove old tax rates without loading new rates, which allows you to clean up historical tax rates.
|Load Tax Rates|Optional,[Yes or No|X_YES_NO] lexicon available\\If <YES>, the report load IPUTR Tax Rates for the specified Effective date and selected states\\ \\If this toggle is set to <<Yes>>, you do not need to set the 'Remove Old Tax Rates' toggle to <<Yes>>. UPUTR will automatically match or create new entries with the same Effective date. This is because UPUTR needs to retain the Overridden User Rates and therefore cannot remove Old Rates of the same Effective Date before loading.
|Load State Misc Parms|Optional,[Yes or No|X_YES_NO] lexicon available\\If <YES>, the report will load IPUTP Tax Parameters for selected states.
|Country|Mandatory\\You must enter the Country code in order to filter the list of states.
|State|Optional\\You may enter list of states to be processed.\\ \\If no states are entered in this field, then all states will be processed.\\If you wish to load Federal rates, you must select 'Federal' from the list of states.\\ \\If you wish to load County or City rates, you MUST enter a list of states and then enter the Jurisdictions parameters below.
|Load All Jurisdiction|Optional,[Yes or No|X_YES_NO] lexicon available\\By default, this toggle is set to <<No>>, which means that the Jurisdiction Tax Rates will not be automatically loaded for each jurisdiction. This is because the volume of information would affect the performance of UPUTR.\\ \\Some users may pay into jurisdictions that have taxes while others do not. If you wish to view the Tax Rates by Jurisdictions on IPUTR, you may:\\(1) either select <<Yes>> for this toggle to load all Jurisdiction Tax Rates into IPUTR for all [IDTX] entries for the state, \\(2) or enter a list of jurisdictions in the following field.\\ \\__Note__: IPUTR Jurisdiction entries are for information only. The tax calculation will actually be calculated directly from the Symmetry Tax Server; the rates (except for Overridden rates) are not picked up from IPUTR.
|Load Only Jurisdiction|Optional\\This field allows you to enter a list of jurisdictions in order to load in the County or City rates. (e.g. City of Yonkers)\\ \\__Note__ If the "Load All Jurisdiction" toggle is set to <<Yes>>, this toggle will not be used.
|Trial|Optional, to allow user to run in Trial or Update mode\\ \\this allows user to review the Run Log report prior to Update\\ \\
|Trial|Optional, [Yes or No|X_YES_NO] lexicon available\\You may choose to run the report in a trial mode to see results <Yes> or in update mode <No>.\\If this toggle is set to <<No>, IPMT, IPUTR screens will be updated.
|Print Details| Optional, [Yes or No|X_YES_NO] lexicon available//If <Yes> then the report will show the detailed dump of the Tax Rates and State Misc Tax Parameter information\\ \\If you choose <<Yes>> for this toggle, the report size may be quite large, therefore you should leave this report to the default of << No>> unless for tracing purposes.
|Exception Level|Optional, [Exception Level|X_TRACE_LEVEL] lexicon available\\This field defines the exception level (report messages) required.\\ \\You should run the report with this toggle set to <<Exceptions Only>>. If this toggle is set to <<Utility Trace>>, the report may be over several hundred pages.
|User Comments |Optional, Text \\This field holds the user-supplied comment which will appear in the header of all pages of the report. This is useful during testing phases to identify similar reports from each other.
||Field||Description
|Load Effective Date|Mandatory. Users must enter an Effective date for the tax rates. Date, LOV Available
|Remove Old Tax Rates|Optional. When set to YES, the report will remove old [IPUTR] Tax Rates that match the defined Effective date.\\ \\Users can run UPUTR to remove old tax rates without loading new rates, to clean up historical tax rates.\\ \\[Yes or No|X_YES_NO] lexicon available
|Load Tax Rates|Optional. When set to YES, the report load the IPUTR Tax Rates for the defined Effective date and the selected States.\\ \\When this toggle is set to YES, users do not need to set the 'Remove Old Tax Rates' toggle to YES. UPUTR will automatically match or create new entries with the same Effective date. This is because UPUTR needs to retain the Overridden User Rates and therefore cannot remove Old Rates with the same Effective Date before loading. \\ \\ [Yes or No|X_YES_NO] lexicon available
|Load State Misc Parms|Optional. When set to YES, the report will load the IPUTP Tax Parameters for selected States. \\ \\[Yes or No|X_YES_NO] lexicon available
|Load Tax District Type|Optional. If defined, the PSD Codes (Political Subdivision Codes) for Pennsylvania will be loaded and stored on [IDSD]. \\ \\ [District Type|X_UPUTR_DISTRICT_TYPE] lexicon available
|Trial|Optional. When set to YES, the report will be run in trial mode. \\When this toggle is set to NO, the IPMT and IPUTR forms will be updated. \\ \\[Yes or No|X_YES_NO] lexicon available
|Print Load Detail| Optional. When set to YES, the report will show the detailed dump of the Tax Rates and State Misc Tax Parameter information. \\ \\When set to YES, the report size may be quite large, therefore users should leave set this toggle to NO, unless required for tracing purposes. \\ \\[Yes or No|X_YES_NO] lexicon available
|Exception Level|Optional. This field defines the exception level (report messages) to be printed.\\ \\Users should run the report with this toggle set to 'Exceptions Only' unless reuqired for tracing. When this toggle is set to 'Utility Trace, the report could be over several hundred pages. \\ \\[Exception Level|X_TRACE_LEVEL] lexicon available.
|User Comment|Optional. Users can enter test that will be printed on the header of the report. \\This is useful during testing phases to identify similar reports from each other. Text field.
\\ \\
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__UPUTR Report Filters__\\
||Field||Description
|Country|Mandatory. Users must enter the Country code in order to filter the list of States.
|State|Optional. Users can enter a list of States to be processed.\\ \\If no states are defined, then all States will be processed.\\If a user wants to load the Federal rates, this field should be defined as 'Federal' from the list of States.\\ \\If a user wants to load County or City rates, a list of States __MUST__ be entered, and then define the Jurisdictions parameters below.
|Load All Jurisdiction|Optional. When set to YES, the Jurisdiction Tax Rates will be automatically loaded for each jurisdiction. The default for this field is NO because the volume of information could affect the performance of UPUTR.\\ \\Some employees may pay into jurisdictions that have taxes, while others do not. To view the Tax Rates by Jurisdictions on IPUTR, you can:\\(1) Set this toggle to YES to load all Jurisdiction Tax Rates into IPUTR for all [IDTX] entries for the State, OR\\(2) Enter a list of jurisdictions in the 'Load Only Jurisdiction' field.\\ \\__Note__: IPUTR Jurisdiction entries are for information purposes only. The tax calculation will be calculated directly from the Symmetry Tax Server; the rates (except for Overridden rates) are not picked up from IPUTR. \\[Yes or No|X_YES_NO] lexicon available
|Load Only Jurisdiction|Optional. Users can enter a list of jurisdictions to load in the County or City rates. Example: City of Yonkers.\\ \\__Note:__ If the "Load All Jurisdiction" toggle is set to YES, this toggle will not be used.
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||Print Parameters||
\\ \\
__UPUTR Print Parameters__\\
||Field||Description
|Print From Date|Optional. Users can enter a date that is different than the ‘Load Effective Date’ for printing of IPUTR and/or IPUTP.\\ \\If the Print From Date is not defined, the Load Effective Date is used.
|Print IPUTR Tax Rates|Optional. Defines if the IPUTR Tax Rates should print for the selected States.
|Print IPUTP Misc Parms|Optional. Defines if the IPUTP Misc Parm should print for the selected States.
|Print Tax District Type|Optional. Defines if the PA PSD Codes should print for Pennsylvania.
|Print on Report|Optional. Defines if the IPUTR or IPUTP basic information should printed on report.\\ \\Users can generate a .csv file without printing on the report to save some paper
|Create File|Optional. When set to YES, a .csv file is generated with IPUTR / IPUTP information
|Directory Name|Defines the valid Directory Name for the .csv file
|File Name|Defines the File Name for the .csv file
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!!UPUTR - Processing
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At the Federal and State level, UPUTR loads in the US Tax Rates and Miscellaneous Tax Parameters for the defined list of States. \\ \\
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In order for Federal rates to be loaded, users must define the State field as "Federal". \\ \\
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If your organization is paying County or City taxes, users can load in the County or City rates by either setting the "Load All Jurisdictions" toggle to YES, or by defining a list of Jurisdictions in the "Load Only Jurisdiction" field, such as City of Yonkers for New York State. \\ \\
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Trial - Optional, to allow user to run in Trial or Update mode
- this allows user to review the Run Log report prior to Update
- in Non-Trial mode, IPMT, IPUTR screens are updated
After UPUTR is run, users should go into the [IPUTR] and [IPUTP] forms to view the newly loaded Tax Rates and State Miscellaneous Tax Parameters. \\ \\
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Print Load Detail - Optional, to show detail dump of the Tax Rates and State Misc Tax Parameter information
- if ‘Print Detail’ is Yes, the report size may be quite large, user should run with ‘Print Detail’ = No unless for Tracing
- by default, users should not Print in Detail
In order to load in the latest tax rates and State Miscellaneous Tax parameters, the frequency of the UPUTR run should be as follows:
*Annually as of January of each year. UPUTR should be scheduled as part of the Legislation Cycle to be run at the beginning of the year.
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Exception Level - user should run with Exception Level except for Tracing
- in ‘Utility Trace’, the report may be over several hundred pages
*When Symmetry Tax Engine is upgraded. When a new STE release is delivered, due to either a software upgrade or tax rate changes, users should run UPUTR to pick up any new rates or the State Miscellaneous Tax parameters.
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User Comment - enter User Comments to be printed on the Parameter page
*At a User's request. When an organization starts to pay into a new state, users should run UPUTR. UPUTR can be run at any time to load in the County or City rates.
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If the 'Print Detail' toggle is set to YES, UPUTR will list the detail entries that are processed for each Tax Rate level and each State Miscellaneous Tax parameter. \\ \\
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Report Filters
UPUTR will load in all tax rates, regardless of when they become effective. During the tax calculation, UPCALC will pass to the the Pay Period Issue Date to the Symmetry Tax Server to determine which tax rates to use for the period being paid. \\ \\
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Country - Mandatory, user must enter the Country Code to filter the list of States
State: - Optional, user may enter list of States to be processed
- if list of States are not entered, then all States will be processed
- if user wants to load Federal rates, user must select Federal from the list of States
- if user wants to load County or City Rates, user MUST enter list of States and then enter the Jurisdictions parameters below
The IPUTR US Tax Rates are for information purposes only (except for the overridden SUTA / FUTA rates). The tax rates are not passed to Symmetry for tax calculations, rather Symmetry retrieves the tax rates directly within their tax engine (Symmetry Tax Server). \\ \\
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Load All Jurisdiction: - Optional, default is No
- by default, Jurisdiction Tax Rates will not be automatically loaded for each Jurisdiction due to volume and performance of UPUTR
- some users may pay in Jurisdictions that have taxes, some users do not
- it is recommended to load All Jurisdiction if users are paying with many jurisdictions
- for users who wish to view the Tax Rates by Jurisdictions on IPUTR, user may:
(1) enter Yes to this prompt to load all Jurisdiction and School Tax Rates into IPUTR for all IDTX and IDSD entries for the State, OR
(2) enter list of Jurisdictions to the next prompt
The [UPCALC] process will read IPUTR for SUTA / FUTA Overridden amounts and will pass these overridden amounts to Symmetry for the tax calculations. \\ \\
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- note: IPUTR Jurisdiction entries are for Information only, the Tax calculation will actually be calculated directly from the SymmetryTaxServer, the rates are not picked up from IPUTR except the Overridden Rates
There are two options to set up 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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Load Only Jurisdiction: - Optional, user may enter list of Jurisdictions to load in the County or City Rates
e.g. City of Yonkers
- if ‘Load All Jurisdiction’ prompt = Yes, then this prompt will not be used
2. [IDGV]
*If there is a specific rate given by the government for a different State Registration #, enter on IDGV, "Reg Type" field. This overrides the IPUTR rate.
*UPCALC retrieves the IDGV information by Government Registration, from the employee's pay header group. \\ \\
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Print Parameters
The Effective Date entry on IPUTR is not used by Symmetry. The UPUTR process will load in all tax rates, regardless of when they become effective. During the tax calculations, UPCALC will pass the pay period issue date to the Symmetry Tax Server to determine which tax rates to use for the period being paid. \\ \\
The Effective Date entry on IPUTR is used by the UPCALC process to determine which record to read for any overridden tax rate for the pay period being paid. \\ \\
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Print From Date - Optional, user may enter a date that is different than the ‘Load Effective Date’ for printing of IPUTR and / or IPUTP
- if the Print From Date is not specified, this will default to Load Effective Date
Print IPUTR Tax Rates - Optional, specify if the IPUTR Tax Rates are to be printed for selected States
Print IPUTP Misc Parms - Optional, specify if the IPUTP Misc Parm are to be printed for selected States
Print on Report - Optional, specify if IPUTR or IPUTP basic information are to be printed on report
- user may generate .csv file without printing on report to save some paper
Create File - Optional toggle to generate a .csv file with IPUTR / IPUTP information
Directory Name - if Create File = ‘Y’, user must enter a valid Directory Name for the .csv file
File Name - if Create File = ‘Y’, user must enter a File Name for the .csv file
If a user needs to add in a new effective date entry for a change to an overridden tax rate, such as new government supplied SUTA rate, users should run UPUTR for the new effective date. \\ \\
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When UPUTR is generating new sets of Effective Date entries, the Overridden Rates and Amounts will be copied into the new Effective Date entries. \\ \\
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If an old Tax Rate entry is not used by Symmetry in the current load, this old Tax Rate will not be copied into the new Effective Date set, however, if a user is reloading with an existing Effective Date, then this old Tax Rate will remain unchanged for historical purposes. \\ \\
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For more information on the UPUTR function please read the page [US Load Tax Rates and State Parameters]
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!!UPUTR - Processing
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*At the Federal and State level, UPUTR loads in the US Tax Rates and Miscellaneous Tax Parameters for the list of states selected.
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*In order for Federal rates to be loaded, <<Federal>> must be selected from the State field.
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*If you are paying County or City taxes, you may load in the County or City rates by entering either setting the "Load All Jurisdictions" toggle to <<Yes>> or by entering a list of Jurisdictions to be included in the "Load Only Jurisdiction" field. (e.g., City of Yonkers for New York State)
*After UPUTR is run, you should go into the [IPUTR] and [IPUTP] screens to view the newly loaded Tax Rates and State Miscellaneous Tax Parameters.
*In order to load in the latest tax rates and State Miscellaneous Tax parameters, the frequency of the UPUTR run should be as follows:
**Annually as of January of each year
***UPUTR should be scheduled as part of the Legislation Cycle to be run at the beginning of the year.
**When Symmetry Tax Engine is upgraded
***When STE is delivered due to either software upgrade or tax rate changes, you should run UPUTR to pick up any new rates or State Miscellaneous Tax parameters.
**At User request
***If you start to pay into a new state, you may run UPUTR.
***You may run UPUTR at any time to load in the County or City rates.
*If the 'Print Detail' toggle is set to <<Yes>>, UPUTR will list the detail entries that are processed for each Tax Rate level and each State Miscellaneous Tax parameter.
*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.
*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.
*When UPUTR is generating new sets of Effective Date entries, the Overridden Rates and Amounts will be copied into the new Effective Date entries.
*If an old Tax Rate entry is not used by Symmetry in the current load, this old Tax Rate will not be copied into the new Effective Date set, however, if you are reloading with an existing Effective Date, then this old Tax Rate will remain unchanged for historical purposes.
For more information on the UPUTR function please read the page [US Load Tax Rates and State Parameters]
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![Notes|Edit:Internal.UPUNVEND]
[{InsertPage page='Internal.UPUNVEND' default='Click to create a new notes page'}]
This page (revision-14) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop