This page (revision-5) was last changed on 26-Nov-2021 10:22 by jescott

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US Default Jurisdiction
US Default Jurisdiction

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[{TableOfContents }]
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!!Why use a default Jurisdiction
!!Why use a default Jurisdiction?
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For States with simple taxation, clients may prefer to set up the GNIS Jurisdiction code at the State level that is in the format of XX-000-0000 where XX is the State Numeric code. This simplifies the set up for every employee to eliminate the set up of a full GNIS code with the format of State-County-City (XX-111-2222222).\\
For States with simple taxation, clients may prefer to set up the [GNIS Jurisdiction code|GEO_CODE] at the State level that is in the format of XX-000-0000 where XX is the State Numeric code. This simplifies the set up for every employee to eliminate the set up of a full GNIS code with the format of State-County-City (XX-111-2222222).\\
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For States with local taxation such as County Tax, City Tax, School Tax, Head Tax etc, the full GNIS code must be defined at the employees’ work location and home address (IEAS & IEPI) in order to calculate these taxes correctly with the County-City portion of the GNIS code.\\
For States with local taxation such as County Tax, City Tax, School Tax, Head Tax etc, the full GNIS code must be defined at the employees’ work location and home address ([IEAS] & [IEPI]) in order to calculate these taxes correctly with the County-City portion of the GNIS code.\\
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The STE (Symmetry Tax Engine) reserves the GNIS code ‘-000-0000’ County-City portion for Federal tax calculations using the Federal GNIS Code 00-000-000. Therefore if the State GNIS code is XX-000-0000, this may cause the STE to incorrectly combine Federal and State wages during its tax calculations. With this configuration, there is a known issue with the STE incorrectly applying the 401K / 457 maximum earnings limit for high earners. This has also been an issue with the calculation of Oregon Transit Tax. To resolve this issue, Symmetry requires UPCALC to pass a fully specified GNIS code for State tax calculation.\\
The STE (Symmetry Tax Engine) reserves the GNIS code ‘-000-0000’ County-City portion for Federal tax calculations using the Federal GNIS Code 00-000-000. Therefore if the State GNIS code is XX-000-0000, this may cause the STE to incorrectly combine Federal and State wages during its tax calculations. With this configuration, there is a known issue with the STE incorrectly applying the 401K / 457 maximum earnings limit for high earners. This has also been an issue with the calculation of Oregon Transit Tax. To resolve this issue, Symmetry requires [UPCALC] to pass a fully specified GNIS code for State tax calculation.\\
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To assist clients with this issue, UPCALC has been enhanced with the ability to pass the STE a ‘default’ tax jurisdiction. The default jurisdiction must be a fully specified GNIS code defined in IDGV per State Registration. It is suggested the default jurisdiction be the head office location or a location where the majority of employees work. This allows clients to continue using the base state GNIS code of XX-000-0000 in the IEAS, IEPI and IPPH records and requires less set up changes. \\
To assist clients with this issue,[UPCALC] has been enhanced with the ability to pass the STE a ‘default’ tax jurisdiction. The default jurisdiction must be a fully specified GNIS code defined in [IDGV] per State Registration. It is suggested the default jurisdiction be the head office location or a location where the majority of employees work. This allows clients to continue using the base state GNIS code of XX-000-0000 in the [IEAS], [IEPI] and [IPPH] records and requires less set up changes. \\
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Alternatively, clients may prefer to specify the full GNIS code format of State-County-City (XX-111-2222222) on all IEPI / IEAS / IPPH screens. With this set up there is no need to set up the default IDGV entry with the full GNIS code for each State. This method would require either SQL scripts or manual intervention by the client to update each employee’s record with the GNIS Tax Jurisdiction. Changing the tax jurisdiction on employee records mid year would cause a new year to date record to be created for the employees.
Alternatively, clients may prefer to specify the full GNIS code format of State-County-City (XX-111-2222222) on all [IEPI] / [IEAS] / [IPPH] screens. With this set up there is no need to set up the default [IDGV] entry with the full GNIS code for each State. This method would require either SQL scripts or manual intervention by the client to update each employee’s record with the GNIS Tax Jurisdiction. Changing the tax jurisdiction on employee records mid year would cause a new year to date record to be created for the employees.
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For each State the employees are to be paid by the employer, the user should set up an IDGV default Jurisdiction entry for that State. The Registration Type selected for the default jurisdiction entry depends on the following scenarios:
For each State the employees are to be paid by the employer, the user should set up an [IDGV] default Jurisdiction entry for that State. The [Registration Type|GOVT_REGIST_TYPE] selected for the default jurisdiction entry depends on the following scenarios:
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1. One government registration number defined per state – select Reg Type of ‘US State All Reg Type Juris’.
1. One government registration number defined per state – select [Reg Type|GOVT_REGIST_TYPE] of ‘US State All Reg Type Juris’.
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2. Multiple government registration numbers defined per state and all registration numbers will use the same default tax jurisdiction – select Reg Type of ‘US State All Reg Type Juris’.
2. Multiple [government registration numbers|GOVT_REGIST_NUMBER] defined per state and all registration numbers will use the same default tax jurisdiction – select Reg Type of ‘US State All Reg Type Juris’.
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In UPCALC or Trial Calc, if the Pay Header’s Work Jurisdiction or Home Jurisdiction GNIS code contains the City portion of ‘-0000’, this triggers the logic to retrieve the default full GNIS Jurisdiction for Symmetry Taxation.
In [UPCALC] or Trial Calc, if the Pay Header’s [Work Jurisdiction|GEO_CODE_WORK] or [Home Jurisdiction|GEO_CODE_HOME] GNIS code contains the City portion of ‘-0000’, this triggers the logic to retrieve the default full GNIS Jurisdiction for Symmetry Taxation.
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To retrieve the default Home Jurisdiction of a pay, the Pay Header Home State is used.
To retrieve the default Work Jurisdiction of a pay, the Pay Header Work State is used.
To retrieve the default Home Jurisdiction of a pay, the Pay Header [Home State|DSP_ID_HOME] is used.\\
To retrieve the default Work Jurisdiction of a pay, the Pay Header [Work State|DSP_ID_WORK] is used.
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The Pay Header’s Group code is used to retrieve the IDGR entry. On IDGR screen REGISTRATION tab, the ‘State Regist Set’ and ‘State Regist Type’ are used to retrieve the IDGV entry.
The Pay Header’s [Group code|GROUP_CODE] is used to retrieve the [IDGR] entry. On IDGR screen REGISTRATION tab, the ‘[State Regist Set|DGVS_ID_STATE]’ and ‘[State Regist Type|STATE_REGIST_TYPE]’ are used to retrieve the IDGV entry.
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The last digit of IDGR ‘State Regist Type’ is used to match the last digit of X_GOVT_REGIST_TYPE values of 0301 to 0309 to locate the IDGV entry in order to retrieve the default Jurisdiction along with the Pay Header’s Home State and Work State.
The last digit of IDGR ‘State Regist Type’ is used to match the last digit of [X_GOVT_REGIST_TYPE] values of 0301 to 0309 to locate the IDGV entry in order to retrieve the default Jurisdiction along with the Pay Header’s Home State and Work State.
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When company does not withhold Local taxes or School District taxes, the company can use this default Jurisdiction set up for all employees and set up the full GNIS code on IDGV.
When company does not withhold Local taxes or School District taxes, the company can use this default Jurisdiction set up for all employees and set up the full GNIS code on IDGV. e.g. for Pennsylvania,
* IPPH Home Jurisdiction 42-000-0000
* IPPH Work Jurisdiction 42-000-0000
* IDGV 0300 Jurisdiction 42-001-1214752 Bendersville, Borough
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e.g. for Pennsylvania, IPPH Home Jurisdiction 42-000-0000
IPPH Work Jurisdiction 42-000-0000
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IDGV 0300 Jurisdiction 42-001-1214752 Bendersville, Borough
On IDGV, user may pop into the ‘Tax Jurisdiction Editor Utility’ to enter the full GNIS code
On IDGV, user may pop into the ‘Tax Jurisdiction Editor Utility’ to enter the full GNIS code\\
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For Pennsylvania and Ohio, if IPPH Home or Work Jurisdiction does not contain a Municipality or School District Code, the School District tax will not be calculated, therefore UPCALC will issue a warning message for PA or OH and request the user to fill in the Municipality and School code
For Pennsylvania and Ohio, if IPPH Home or Work Jurisdiction does not contain a [Municipality|MUNICIPALITY_CODE] or [School District Code|SCHOOL_DISTRICT_CODE], the School District tax will not be calculated, therefore UPCALC will issue a warning message for PA or OH and request the user to fill in the Municipality and School code\\
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However if IPPH Home or Work Jurisdiction is using 42-000-0000 or 39-000-0000 code and IDGV PA or OH Jurisdiction does not specify the Municipality or School code, UPCALC will not issue the warning message because the company may not want to calculate the school tax
However if IPPH Home or Work Jurisdiction is using 42-000-0000 or 39-000-0000 code and IDGV PA or OH Jurisdiction does not specify the Municipality or School code, UPCALC will not issue the warning message because the company may not want to calculate the school tax\\
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After UPCALC, note that the Work and Home Jurisdictions are: 42-000-0000.
After UPCALC, note that the Work and Home Jurisdictions are: 42-000-0000.\\
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City Tax and School Tax are calculated according to IDGV Jurisdiction: 42-001-1214752. If local taxes are calculated, these are for information only.
City Tax and School Tax are calculated according to IDGV Jurisdiction: 42-001-1214752. If local taxes are calculated, these are for information only.\\
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After UPCLOZ, IPPH Work and Home Jurisdictions 42-000-0000 are updated into the YTD. Since 42-000-0000 does not contain the County or City portion, RPYEU will not be reporting the local or school district tax.
After UPCLOZ, IPPH Work and Home Jurisdictions 42-000-0000 are updated into the YTD. Since 42-000-0000 does not contain the County or City portion, RPYEU will not be reporting the local or school district tax.\\
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!!!Reporting jurisdiction
!!Reporting Jurisdiction
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!!UPCLOZ – Work / Home Jurisdiction
!UPCLOZ – Work / Home Jurisdiction
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!UPCLOZ – Store with IPPH’s original Jurisdiction
After UPCLOZ, IPVT is updated with the IPPH Pay Header Home or Work Jurisdictions, i.e. XX-000-0000.
After [UPCLOZ], [IPVT] is updated with the IPPH Pay Header Home or Work Jurisdictions, i.e. XX-000-0000.
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!!RPYEU – Work / Home Jurisdiction
!RPYEU – Work / Home Jurisdiction
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!RPYEU – Reporting by IPPH’s original Jurisdiction
RPYEU will report according to IPVT Home or Work Jurisdictions. Since this default Jurisdiction feature is for simple States tax calculation only, the reporting with XX-000-0000 will report the State taxes properly.
[RPYEU] will report according to IPVT Home or Work Jurisdictions. Since this default Jurisdiction feature is for simple States tax calculation only, the reporting with XX-000-0000 will report the State taxes properly.
This page (revision-5) was last changed on 26-Nov-2021 10:22 by jescottTop