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

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UPUTR
UPUTR

Version management

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At line 24 added 69 lines
||Print Parameters||
Report Parameters
Load Effective Date - Mandatory, user must enter an Effective Date for loading of the Tax Rates
- if UPUTR is run for printing IPUTR / IPUTP only, it is recommended that this Effective date should be entered, the Print From Date is optional and will default to this date
Remove Old Tax Rates - Optional, to remove IPUTR old Tax Rates that match the specified ‘Load Effective Date’
- user may run UPUTR to remove Old Tax Rates without loading new rates, this allows users to clean up historical tax rates
Load Tax Rates - Optional, to load IPUTR Tax Rates for the specified Effective Date and selected States
- if this parameter is ‘Yes’, user does not need to enter ‘Yes’ to the parameter ‘Remove Old Tax Rates’ because UPUTR will match or create new entries with the same Effective date as 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, to load IPUTP Tax Parameters for selected States
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
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
Exception Level - user should run with Exception Level except for Tracing
- in ‘Utility Trace’, the report may be over several hundred pages
User Comment - enter User Comments to be printed on the Parameter page
Report Filters
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
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
- 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
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
Print Parameters
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
This page (revision-14) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop