This page (revision-34) 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
34 26-Nov-2021 10:22 10 KB mmcfarland to previous
33 26-Nov-2021 10:22 14 KB mmcfarland to previous | to last
32 26-Nov-2021 10:22 14 KB mmcfarland to previous | to last
31 26-Nov-2021 10:22 14 KB mmcfarland to previous | to last
30 26-Nov-2021 10:22 14 KB mmcfarland to previous | to last
29 26-Nov-2021 10:22 14 KB mmcfarland to previous | to last
28 26-Nov-2021 10:22 14 KB rforbes to previous | to last
27 26-Nov-2021 10:22 14 KB jescott to previous | to last
26 26-Nov-2021 10:22 14 KB jescott to previous | to last
25 26-Nov-2021 10:22 14 KB jmyers to previous | to last
24 26-Nov-2021 10:22 14 KB jmyers to previous | to last
23 26-Nov-2021 10:22 14 KB jmyers to previous | to last
22 26-Nov-2021 10:22 13 KB jescott to previous | to last
21 26-Nov-2021 10:22 13 KB jmyers to previous | to last

Page References

Incoming links Outgoing links
US Load Tax Rates and State Parameters
US Load Tax Rates and State Parameters

Version management

Difference between version and

At line 24 changed one line
*In order to load in the latest Tax Rates and State Miscellaneous Tax Parameters, the frequency of the UPUTR run should be as follows:
*In order to load in the latest tax rates and State Miscellaneous Tax parameters, the frequency of the UPUTR run should be as follows:
At line 26 changed one line
***UPUTR should be scheduled as part of the Legislation Cycle to be run at the beginning of the Year
***UPUTR should be scheduled as part of the Legislation Cycle to be run at the beginning of the year.
At line 29 changed one line
***when Symmetry Tax Engine is delivered due to Software upgrade or Tax Rate changes, user should run UPUTR to pick up any new rates or State Miscellaneous Tax Parameters
***When STE is delivered due to either software upgrade or tax rate changes, you should run UPUTR to pick up any new rates or State Miscellaneous Tax parameters.
At line 31 changed 3 lines
**At User Request
***if user starts to pay in s new State, user may run UPUTR
***user may run at any time to load in the County or City Rates
**At User request
***If you start to pay into a new state, you may run UPUTR.
***You may run UPUTR at any time to load in the County or City rates.
At line 35 changed one line
*If "Print Detail" = Yes, UPUTR will list the detail entries that are processed for each Tax Rate level and each State Miscellaneous Tax Parameter
*If the 'Print Detail' toggle is set to <<Yes>>, UPUTR will list the detail entries that are processed for each Tax Rate level and each State Miscellaneous Tax parameter.
At line 39 changed one line
*UPCALC will read IPUTR for SUTA / FUTA Overridden amounts and will pass these overridden amounts to Symmetry for the tax calculations.
*[UPCALC] will read IPUTR for SUTA / FUTA Overridden amounts and will pass these overridden amounts to Symmetry for the tax calculations.
At line 41 changed one line
*There are 2 options to set up Overridden Rate, Overridden Wage Base or Overridden Tax Limit:
*There are two options to set up Overridden Rate, Overridden Wage Base or Overridden Tax Limit:
At line 43 changed 3 lines
*#*enter the Rate or Wage Base provided by the Government on the Override fields
*#*these Overrides are applicable for the entire company for the State
*#*rate overrides are only applicable for FUTA, SUTA, SUTA SC, SUI EE and SDI EE tax identifiers, overrides entered for other tax rates will not be read
*#*Enter the rate or wage base provided by the government on the Override fields.
*#*These overrides are applicable for the entire company for the state.
*#*Rate overrides are only applicable for FUTA, SUTA, SUTA SC, SUI EE and SDI EE tax identifiers, overrides entered for other tax rates will not be read.
At line 47 changed 4 lines
*#IDGV
*#*if there is a specific rate given by the government for different State Registration #,
*#*then enter on IDGV by "Reg Type", this overrides the IPUTR Rate
*#*UPCALC retrieves IDGV by Government Registration from Employee's Pay Header Group
*#[IDGV]
*#*If there is a specific rate given by the government for different State Registration #, then enter on IDGV by "Reg Type", this overrides the IPUTR rate.
*#*UPCALC retrieves IDGV by Government Registration from the employee's pay header group.
At line 52 changed one line
*The Effective date in IPUTR is not used by Symmetry. The UPUTR will load in all tax rates, regardless of when they become effective. During the tax calculation UPCALC will pass to the SymmetryTaxServer the pay period issue date to determine which tax rates to use for the period being paid.
*The Effective Date entry in IPUTR is not used by Symmetry. The UPUTR will load in all tax rates, regardless of when they become effective. During the tax calculation, UPCALC will pass to the SymmetryTaxServer the pay period issue date to determine which tax rates to use for the period being paid.
At line 54 changed one line
*The Effective date in IPUTR is used by UPCALC to determine which record to read for any overridden tax rate for the pay period being paid.
*The Effective Date entry in IPUTR is used by UPCALC to determine which record to read for any overridden tax rate for the pay period being paid.
At line 56 changed one line
*If the user needs to add in a new effective date entry for a change to an overridden tax rate (ie: new government supplied SUTA rate) the user would run UPUTR for the new effective date.
*If you need to add in a new effective date entry for a change to an overridden tax rate (ie: new government supplied SUTA rate) you would run UPUTR for the new effective date.
At line 58 changed one line
*When UPUTR is generating new sets of Effective Date entries, the Overridden Rates and Amounts will be copied into the new Effective Date entries
*When UPUTR is generating new sets of Effective Date entries, the Overridden Rates and Amounts will be copied into the new Effective Date entries.
At line 60 changed one line
*If an old Tax Rate entry is not used by Symmetry in the current load, this old Tax Rate will not be copied into the new Effective Date set, however, if the user is reloading with an existing Effective date, then this old Tax Rate will remain unchanged for historical purposes
*If an old Tax Rate entry is not used by Symmetry in the current load, this old Tax Rate will not be copied into the new Effective Date set, however, if you are reloading with an existing Effective Date, then this old Tax Rate will remain unchanged for historical purposes.
At line 64 changed one line
*If the parameter "Remove Old Tax Rates" = <<Yes>>, UPUTR removes IPUTR Tax Rates entries that are prior to the specified Effective Date for the selected States
*If the 'Remove Old Tax Rates' toggle is set to <<Yes>>, UPUTR removes IPUTR Tax Rates entries that are prior to the specified effective date for the selected states.
At line 66 changed one line
*If "Load Tax Rates" = <<Yes>>, UPUTR retrieves the US Tax Rates for the selected list of States and loads into IPUTR for the specified Effective Date
*If the 'Load Tax Rates' toggle is set to <<Yes>>, UPUTR retrieves the US Tax Rates for the selected list of states and loads into them IPUTR for the specified effective date.
At line 68 changed one line
*If IPUTR has Tax Rate entries that are with Effective Date PRIOR to UPUTR specified Effective Date and the Expiry Date = '31-Dec-3999', these Effective Date entries will be expired with 1 day prior to the newly selected Effective Date, UPUTR will generate a new set of IPUTR entries with the newly specified Effective Date, with Expiry date = 'Dec-31-3999'
*If IPUTR has Tax Rate entries that have an effective date PRIOR to a UPUTR specified effective date and an expiry date of '31-Dec-3999', these Effective Date entries will be expired within one day prior to the newly selected effective date. UPUTR will generate a new set of IPUTR entries with the newly specified effective date and expiry date of 'Dec-31-3999'.
This page (revision-34) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop