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US Adjustment Pays
US Adjustment Pays

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[{TableOfContents }]
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This document describes the set up and the [UPCALC] processing for Adjustment Pays using US Symmetry Taxation.
This document describes the set up and the UPCALC processing for Adjustment Pays for US Symmetry Taxation.
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On [IPPGU], the user can create one or more [Pay Category Codes|PAY_CATEGORY_CODE] with the [Pay Category Type|PAY_CATEGORY_TYPE] = ‘Adjustment’.\\
On [IPPGU], user can enter one or more Pay Category Code with Pay Category Type = ‘Adjustment’.\\
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The [Pay Point Set|PAY_POINT_SET_CODE] is user definable and must be set up on [IPPP] screen\\
The Pay Point Set is user definable and must be set up on [IPPP] screen\\
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On [IPPP] screen, the user can enter a Pay Point Set to be used in [IPPGU] for Adjustment pays.
On [IPPP] screen, user can enter one or more Pay Point Set to be used for [IPPGU] for Adjustment pays.
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(1) Some Adjustments are for YTD numeric corrections only and will not require additional processing, therefore one Pay Point Set can be set up for these kind of Adjustments, there is no need to set up the [Pay Point Type|PAY_POINT_TYPE] entry
(1) Some Adjustments are for YTD numeric corrections only and will not require additional processing, therefore one Pay Point Set can be set up for these kind of Adjustments, there is no need to set up the Pay Point Type entry
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(2) Some Adjustments are for Earnings or Benefits corrections that may require additional processing by [User Calc|USER_CALC_CODE] or to fix some Taxable Earnings, therefore a Pay Point Set can be set up for these kind of Adjustments, the Pay Point Type entries must be set up
(2) Some Adjustments are for Earnings or Benefits corrections that may require additional processing by User Calc or to fix some Taxable Earnings, therefore a Pay Point Set can be set up for these kind of Adjustments, the Pay Point Type entries must be set up
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IPPH [Category|PAY_CATEGORY_TYPE] ADJUSTMENT points to a [Pay Point Set|PAY_POINT_SET_CODE] with [IPPP] entry [Pay Point Task|PAY_POINT_TASK] = ‘Legislative Calc’, therefore [UPCALC] will perform Symmetry taxation with Pay Header’s Work and Home Jurisdiction \\
IPPH [Category|PAY_CATEGORY_TYPE] ADJUSTMENT points to a [Pay Point Set|PAY_POINT_SET_CODE] with [IPPP] entry Pay Point Task = ‘Legislative Calc’, therefore [UPCALC] will perform Symmetry taxation with Pay Header’s Work and Home Jurisdiction \\
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Symmetry will not adjust the Subject Earnings in this scenario, below is the result after Symmetry is called\\
To remedy this situation, UPCALC has internal logic to derive hypothetical earnings to cover the benefit deductions so that Symmetry can calculate the Subject Earnings according to the Work / Home Jurisdictions\\
After Symmetry results are returned, the Subject Earnings are reduced by the hypothetical earnings in order to store the correct Subject Earnings
\\
[UPCLOZ] will update the YTD with these amounts, after UPCLOZ, when employee is paid with the next Regular pay, the ‘Self-Adjust’ method will adjust FICA, MEDI, FUTA, SUTA etc deductions according to these adjusted YTD Earnings
!IPPH – Earnings Adjustment only
An employee was incorrectly paid $100 under Supplemental pay but it should be paid under Regular pay\\
On [IPPH], Regular pay PC can be entered as positive amounts\\
On IPPH, Supplemental pay PC can be entered as negative amounts \\
After Symmetry results are returned, the Subject Earnings are stored so that UPCLOZ will correct YTD Subject Earnings\\
Both Reg and Sup earnings are subject to FICA, MEDI, FUTA Earnings but there is no affect on FICA, MEDI, FUTA because Reg $100 and Sup -$100 adds up to zero, therefore there is no affect
!IPPH – Earnings with Benefits Adjustment
An employee was incorrectly paid for Regular Pay, Supplemental Pay, 125 and 401K
On [IPPH], Regular pay PC can be entered as positive or negative amounts\\
On IPPH, Supplemental pay PC can be entered as positive or negative amounts \\
125 plan and 401K can be entered as positive or negative amounts\\
After Symmetry results are returned, the Subject Earnings are adjusted and stored so that UPCLOZ will correct YTD Subject Earnings
!IPPH – Positive Earnings Adjustment
An employee was incorrectly paid $100 under Supplemental pay which should not have been paid\\
This employee was missed $200 under Regular pay which should have been paid\\
On IPPH, Regular pay PC can be entered as positive amounts $200\\
On IPPH, Supplemental pay PC can be entered as negative amounts - $100\\
The net result is that the Earnings is with a positive amount\\
Both Reg and Sup earnings are subject to FICA, MEDI, FUTA Earnings, because Reg $200 and Sup -$100 adds up to $100, therefore FICA, MEDI, FUTA Earnings are adjusted with $100\\
UPCLOZ will update the YTD with these amounts, after UPCLOZ, when employee is paid with the next Regular pay, the ‘Self-Adjust’ method will adjust FICA, MEDI, FUTA, SUTA etc deductions according to these adjusted YTD Earnings
!IPPH – Negative Earnings Adjustment
An employee has been overpaid with Regular pay by $200 and Supplemental pay by $100\\
On IPPH, Regular pay PC can be entered as negative amounts -$200\\
On IPPH, Supplemental pay PC can be entered as negative amounts - $100\\
Both Reg and Sup earnings are subject to FICA, MEDI, FUTA Earnings, because Reg -$200 and Sup -$100 adds up to -$300, therefore FICA, MEDI, FUTA Earnings are adjusted with $300\\
UPCLOZ will update the YTD with these amounts, after UPCLOZ, when employee is paid with the next Regular pay, the ‘Self-Adjust’ method will adjust FICA, MEDI, FUTA, SUTA etc deductions according to these adjusted YTD Earnings
!IPPH – Negative Earnings and Benefits Adjustment
An employee has been overpaid for Regular pay, Supplemental pay, 125 plan, 401K\\
On IPPH, Regular pay PC can be entered as negative amounts\\
On IPPH, Supplemental pay PC can be entered as negative amounts\\
On IPPH, 125 plan and 401K can be entered as negative amounts\\
Both Reg and Sup earnings are subject to FICA, MEDI, FUTA Earnings, the negative 125 and 401K are applied to to FICA, MEDI, FUTA Earnings, therefore FICA, MEDI, FUTA Earnings are adjusted \\
UPCLOZ will update the YTD with these amounts, after UPCLOZ, when employee is paid with the next Regular pay, the ‘Self-Adjust’ method will adjust FICA, MEDI, FUTA, SUTA etc deductions according to these adjusted YTD Earnings
!!Input Adjustment Amount
!IPPH – Enter Pay Component Adjustment Amounts
The user can manually enter any Pay Component Adjustment with a Positive or Negative Amount, e.g. 125 plan, 401K, FIT Tax, FICA ER, FIT Earn, FICA ER Earn and so on \\
The Pay Line Detail Tab Action is used to determine if the input amount should be Accumulate or Replace\\
By default, this pay line detail amount is accumulated into the pay component after Symmetry is called, e.g. if the input FIT Earn = 444.44 and Symmetry returns FIT Earn = 25, then FIT Earn = 469.44\\
If FICA ER Action = ‘Replace’, then the pay component input amount is used, e.g. FICA ER = 8.25\\
The pay line detail Action ‘Accumulate’ or ‘Replace’ is only used for this current pay in order to come up with the correct amount and display on the Pay Register, UPCLOZ will always accumulate the Pay Register amounts into YTD amounts\\
The PAY JURISDICTION Tab shows all Tax Identifiers that are returned by Symmetry, the user input amounts are also recorded with the correct Tax Identifiers \\
UPCLOZ will update the YTD with these adjustment amounts, after UPCLOZ, when employee is paid with the next Regular pay, the ‘Self-Adjust’ method will adjust FICA, MEDI, FUTA, SUTA etc deductions according to these adjusted YTD Earnings
!!UPCALC Processing
!Pay Header – Work / Home Jurisdiction processing
The Pay Header’s [Work Jurisdiction|GEO_CODE_WORK] and [Home Jurisdiction|GEO_CODE_HOME] GNIS codes are used to call Symmetry to calculate taxes
UPCALC only processes the following Pay Point Type and Pay Point Task for Adjustment pays:
*Pay Point Type = 94 - Adjustment
*Pay Point Task = User Calculation
*Pay Point Task = Legislative Calc
For Adjustment pays, if the total earnings are negative or the total benefits are positive, UPCALC internally derive a hypothetical earnings to cover these negative amounts so that Symmetry can calculate the tax \\
After Symmetry returns all tax Identifiers, since there is no money involvement in Adjustment pay, the tax amount is ignored, the Subject Earnings are reduce by the hypothetical earnings and stored, these tax identifiers are displayed on IPPH PAY JURISDICTION Tab
Symmetry will not adjust the Subject Earnings in this scenario, below is the result after Symmetry is called
This page (revision-6) was last changed on 26-Nov-2021 10:22 by jescottTop