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

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

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

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

Page References

Incoming links Outgoing links
US Audit Pay Rules
US Audit Pay Rules

Version management

Difference between version and

At line 5 changed one line
This page describes the [UPRLU] process.
Intent
At line 7 changed 3 lines
The function has two purposes:
# To convert the Vertex U.S pay rule data to the Symmetry tax parameters
# To audit the U.S pay rules to ensure there are no missing tax parameters.
This document describes the UPRLU process. The function has two purposes: 1 - convert the Vertex U.S pay rule data to the Symmetry Tax Parameters, and 2 - audit the U.S Pay Rules to ensure there are no missing tax parameters.
At line 9 added 8 lines
Audience
All users who are responsible to do the Payroll Tax Calculation in the Pay cycle process.
Prerequisites
All users must have an understanding of running the ePersonality application.
At line 13 changed one line
!!!UPRLU – Audit US Tax Filing Information
2.1 UPRLU – Audit US Tax Filing Information
At line 15 changed one line
[US_Audit_Pay_Rules_01.JPG]
At line 17 removed one line
[{InsertPage page='UPRLU' section=2}]
At line 19 removed one line
[{InsertPage page='UPRLU' section=3}]
At line 25 added 27 lines
As of Date - Mandatory, user must provide a Date for the system to select which assignment and personal records to review for work and resident state
Create File - Optional, when Yes is selected UPRLU will create a flat file showing the original information in the Vertex columns and the new value in the Misc Tax Parameters
Update Method - Mandatory, user must select which update option the UPRLU must perform
-Vertex Conversion - inserts Miscellaneous Tax Parameters in IPRLU based on current information in State tab of IPRLU
-Update Misc Tax Parameters – not supported at this time, intention is that this method will update IPRLU with any new tax parameters
Directory Name - Optional, allows the user to specify a valid directory known to the database server. This is used when the Create File parameter is set to Yes.
File Name -Optional, allows the user to specify a file name for the UPRLU flat file created
-The file extension must be .xls, this is the only supported file format for UPRLU
Trial - Optional, allows the user to run in Trial or Update mode
- With No selected, Misc Tax Parameters will be inserted in IPRLU
- With Yes selected, report will indicate what records could potentially be updated. If Create File = Yes, the flat file will still be created
Exception Level - Mandatory, allows the user to select the amount of trace messages to print in the report
- Report should be run with Exception Level 0
- If issues are encountered re-run UPRLU with Exception Level = 9 for 1 employee.
User Comment - Allows comments to be printed on the Parameter page
The report filters may be used to filter the employee records by the selected options, for example only run for Employment Status = Active.
At line 23 changed one line
!!!Purpose
3.1 Purpose
At line 27 changed 2 lines
#Vertex to Symmetry Conversion\\ \\The initial purpose of the UPRLU function is to populate the state’s Miscellaneous Tax parameters in [IPRLU] based on the fields used by Vertex. The UPRLU will read the custom table ‘UPRLU Mapping’ in the [IMCT] screen to determine which field in IPRLU should be used to populate the Miscellaneous Tax parameter.\\ \\For example, the UPRLU will take the value stored in Filing Status (UST_FILING_STATUS column) and will populate the Tax parameter FILINGSTATUS.\\ \\The vertex mapping would only occur when the parameter Vertex Conversion is set to <Yes>.\\ \\
#Audit IPRLU Data\\ \\TBD - UPRLU has not been programmed for this as of yet.\\ \\The intent on this second purpose is to audit the date in IPRLU on a regular basis to ensure that employee records are kept up to date with new tax parameters etc.
1) Vertex to Symmetry Conversion
The initial purpose of the UPRLU function is to populate the state’s Miscellaneous Tax Parameters in IPRLU based on the fields used by Vertex. The UPRLU will read the custom table ‘UPRLU Mapping’ in the IMCT screen to determine which field in IPRLU should be used to populate the Misc Tax Parameter. For example, the UPRLU will take the value stored in Filing Status (UST_FILING_STATUS column) and will populate the Tax Parameter FILINGSTATUS.
The vertex mapping would only occur when the parameter Vertex Conversion = Yes.
At line 30 changed 2 lines
!!!IPRLU Tax Filing Conversion
In order for [UPCALC] to calculate state tax correctly using the Symmetry Tax Engine (STE), the IPRLU state information (tax parameters) must be set up for each applicable state the employee lives and works in.
2) Audit IPRLU Data
TBD - UPRLU has not been programmed for this as of yet.
The intent on this second purpose is to audit the date in IPRLU on a regular basis to ensure that employees records are kept up to date with new tax parameters etc.
At line 67 added 9 lines
3.2 IPRLU Tax Filing Conversion
In order for UPCALC to calculate State tax correctly using the Symmetry Tax Engine, the IPRLU state information (tax parameters) must be set up for each applicable state the employee lives and works in.
At line 35 changed one line
Using the As Of date provided in the report parameters, UPRLU will read [IEAS] and [IEPI] effective records where this date falls between the effective start and end dates. Any records whose effective start date is greater than the As Of date used will also be read, this is so that the UPRLU picks up any future changes in work or residence locations.
Using the As Of Date provided in the report parameters, UPRLU will read IEAS and IEPI effective records where this date falls between the effective start and end dates. Any records whose effective start date is greater than the As Of Date used will also be read, this is so that the UPRLU picks up any future changes in work or res locations.
At line 37 changed one line
The Work State is retrieved from IEAS using the Jurisdiction field. If there is no Jurisdiction defined then the UPRLU will look at the Works in Location field in IEAS to retrieve the Jurisdiction defined for the location.
The Work State is retrieved from IEAS using the field Jurisdiction Code. If there is no Jurisdiction defined then the UPRLU will look at the Works in Location field in IEAS to retrieve the Jurisdiction defined for the location.
At line 39 changed one line
Since Symmetry calculates taxes based on Residence state the UPRLU will create Misc Tax Parameters for the home state if the home state differs from the state defined in the IEAS Jurisdiction field. The home state is retrieved from the employee’s personal information defined in IEPI.
Since Symmetry calculates taxes based on Residence state the UPRLU will create Misc Tax Parameters for the HOME state if the home state differs from the state defined in the IEAS Jurisdiction Code field. The Home state is retrieved from the employee’s personal information defined in IEPI.
At line 41 changed one line
Once UPRLU has determined an employee’s work and resident state, it will then read [IMCT] ‘UPRLU Mapping’ to retrieve the necessary Misc Tax parameters for the employee’s states. UPRLU will then populate the employee’s IPRLU with the appropriate tax parameters. Using the mapping indicated in IMCT, UPRLU will retrieve the data stored in the fields used by Vertex to populate the values for the tax parameters.
Once UPRLU has determined an employee’s work and resident state, it will then read IMCT ‘UPRLU Mapping’ to retrieve the necessary Misc Tax Parameters for the employee’s states. UPRLU will then populate the employee’s IPRLU with the appropriate Tax Parameters. Using the mapping indicated in IMCT, UPRLU will retrieve the data stored in the fields used by Vertex to populate the values for the Tax Parameters.
At line 43 changed one line
If the employee does not have an IPRLU record and a Default Pay Rule has been defined in the site preference ‘DFLT PAYRULE’, then UPRLU will create a default IPRLU record. The default record will be populated with the Misc Tax parameters from the employee’s prime assignment ‘Jurisdiction Code’.
If the employee does not have an IPRLU record and a Default Pay Rule has defined in the site preference ‘DFLT PAYRULE’, then UPRLU will create a default IPRLU record. The default record will be populated with the Misc Tax Parameters from the employee’s prime assignment ‘Jurisdiction Code’
At line 47 changed one line
If there are multiple effective records in IPRLU, the UPRLU will insert the appropriate tax parameters for these records with the information that was effective within those records. If there are effective records in IPRLU that are greater than the date the UPRLU is run, these will also be updated. For example:
If there are multiple Effective records in IPRLU the UPRLU will insert the appropriate Tax Parameters for these records with the information that was effective within those records. If there are effective records in IPRLU that are greater than the date the UPRLU is run, these will also be updated. For example
At line 49 changed one line
;In IPRLU an employee has three effective records:01 Jan 0000 – 31 Dec 1999 (no information as EE was hired Jan 1 2000)\\01 Jan 2000 – 31 Jan 2010, EE claimed Single, 1 exemption\\01 Feb 2010 – 31 Dec 3999, EE claimed Married, two exemptions\\ \\The UPRLU is run for 1 Jan 2010 – it will update the employee's 01 Jan 2000 record with the appropriate tax parameters with a Single filing status. The 01 Feb 2010 record will also be updated with the appropriate tax parameters with a Married filing status and two exemptions.
In IPRLU an employee has 3 effective records:
01 Jan 0000 – 31 Dec 1999 (no information as EE was hired Jan 1 2000)
01 Jan 2000 – 31 Jan 2010, EE claimed Single, 1 exemption
01 Feb 2010 – 31 Dec 3999, EE claimed Married, 2 exemptions
At line 51 changed one line
!!!IMCT – Custom Table
The UPRLU is run for 1 Jan 2010 – it will update the employees 01 Jan 2000 record with the appropriate Tax Parameters with a Single filing status. The 01 Feb 2010 record will also be updated with the appropriate Tax Parameters with a Married filing status and 2 exemptions.
At line 99 added 6 lines
3.3 IMCT – Custom Table
At line 55 changed one line
The mapping has been provided in the custom table ‘UPRLU Mapping’ within the IMCT screen.
The mapping has been provided in the Custom Table ‘UPRLU Mapping’ in the IMCT screen.
At line 57 removed one line
[US_Audit_Pay_Rules_02.JPG]
At line 59 changed one line
In IMCT, the Custom Key field holds the state code and the state’s Misc Tax parameter.
At line 61 removed one line
Custom Subkey displays the IPRLU field UPRLU will read in order to retrieve the data. This data will be printed in the output file.
At line 113 added 4 lines
In IMCT, the Custom Key holds the State Code and the state’s Misc Tax Parameter.
The Custom Subkey displays the IPRLU field where the UPRLU will read from to retrieve the data. This data will be used to print in the output file.
At line 65 changed one line
In the above example, the UPRLU will read the UST_FILING_STATUS field in IPRLU to populate the tax parameter ‘FILINGSTATUS’ for California. This decode statement tells UPRLU that the lexicon value of '01' is the equivalent of 'S' for this tax parameter, a value of '02' is equal to 'M' and a value of '03' is equal to 'H'.
In the above example the UPRLU will read the UST_FILING_STATUS field in IPRLU to populate the tax parameter ‘FILINGSTATUS’ for California. This decode statement tells UPRLU that the lexicon value of 01 is the equivalent of S for this tax parameter, a value of 02 is equal to M and a value of 03 is equal to H.
At line 67 changed one line
IMCT has been defined with Tax Parameters from the Symmetry Tax Engine. It does not include Tax Parameters that have been system created. (i.e. Those that have a Provided By = Internal or Legislative).
IMCT has been defined with Tax Parameters from the Symmetry Tax Engine. It does not include Tax Parameters that High Line has created ie: those that have a Provided By = Internal or Legislative.
At line 69 changed one line
If clients need to edit the mapping or add Internal tax parameters we advise you to request Client Services for assistance.
If Clients need to edit the mapping or add Internal Tax Parameters we advise you to request Client Services for assistance.
At line 73 changed 2 lines
;Symmetry Tax Parameters Not Included in IMCT
There are a number of tax parameters that are provided by Symmetry which were not added to IMCT. The following were not included as it was not able to determine a valid value based on the information currently provided in the IPRLU.
Symmetry Tax Parameters Not Included in IMCT
There are a number of Tax Parameters that are provided by Symmetry which were not added to IMCT. The following were not included due to High Line not being able to determine a valid value based on the information currently provided in the IPRLU.
At line 81 changed one line
*NONRESPERCENTAGE
 NONRESPERCENTAGE
At line 84 changed 6 lines
*TRANSIT_CANBY_TAX
*TRANSIT_LANE_TAX
*TRANSIT_TRIMET_EXCISE_TAX
*TRANSIT_SANDY_TAX
*TRANSIT_WILSONVILLE_TAX
*TRANSIT_SOUTH_CLACKAMAS_TAX
 TRANSIT_CANBY_TAX
 TRANSIT_LANE_TAX
 TRANSIT_TRIMET_EXCISE_TAX
 TRANSIT_SANDY_TAX
 TRANSIT_WILSONVILLE_TAX
 TRANSIT_SOUTH_CLACKAMAS_TAX
At line 91 removed one line
!!!UPRLU - Audit Tax Filing Information
At line 146 added 2 lines
3.4 UPRLU - Audit Tax Filing Information
At line 95 removed one line
!!!Output File
At line 151 added 3 lines
3.5 Output File
This page (revision-14) was last changed on 26-Nov-2021 10:22 by jmyersTop