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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Version Date Modified Size Author Changes ... Change note
14 26-Nov-2021 10:22 9 KB mmcfarland to previous
13 26-Nov-2021 10:22 9 KB mmcfarland to previous | to last
12 26-Nov-2021 10:22 7 KB mmcfarland to previous | to last
11 26-Nov-2021 10:22 7 KB mmcfarland to previous | to last
10 26-Nov-2021 10:22 7 KB jescott to previous | to last
9 26-Nov-2021 10:22 7 KB jescott to previous | to last
8 26-Nov-2021 10:22 7 KB jmyers to previous | to last
7 26-Nov-2021 10:22 9 KB jmyers to previous | to last
6 26-Nov-2021 10:22 10 KB jmyers to previous | to last
5 26-Nov-2021 10:22 6 KB jescott to previous | to last
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3 26-Nov-2021 10:22 7 KB jescott to previous | to last
2 26-Nov-2021 10:22 4 KB jmyers to previous | to last
1 26-Nov-2021 10:22 478 bytes jmyers to last

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UPUTR
UPUTR

Version management

Difference between version and

At line 11 changed one line
|Effective Date|Mandatory,Date, LOV Available\\You must enter an Effective date for the tax rates.
|Load Effective Date|Mandatory,Date, LOV Available\\You must enter an Effective date for the tax rates.
At line 15 removed 5 lines
|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\\ \\
At line 20 added 5 lines
||Report Filters||
|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.
At line 27 added 7 lines
|Print From Date|Optional\\You 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 field 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.\\ \\You 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 the Create File field is set to <Y>, you must enter a valid Directory Name for the .csv file
|File Name|If the Create File field is set to <Y>, you must enter a File Name for the .csv file
At line 32 removed 52 lines
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