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

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

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Page References

Incoming links Outgoing links
UPUTR
UPUTR

Version management

Difference between version and

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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 Jursidiction" 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.
*IPUTR US Tax Rates are for information purposes only (except the overridden SUTA / FUTA rates). The tax rates are not passed to Symmetry for tax calculation, rather Symmetry retrieves the tax rates directly within their tax engine (SymmetryTaxServer).
*[UPCALC] will read IPUTR for SUTA / FUTA Overridden amounts and will pass these overridden amounts to Symmetry for the tax calculations.
*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.
*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 in IPUTR is used by UPCALC to determine which record to read for any overridden tax rate for the pay 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.
This page (revision-14) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop