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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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 67 changed one line
*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'.
*If IPUTR has Tax Rate entries that have an effective date PRIOR to the 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'.
At line 69 changed one line
*If IPUTR has Tax Rate entries that are with Effective Date MATCH to UPUTR specified Effective Date and the Expiry Date = '31-Dec-3999', these Effective Date entries will be checked and updated if values are different
*If IPUTR has Tax Rate entries that have an effective date MATCHING the UPUTR specified effective date and and an expiry date of '31-Dec-3999', these Effective Date entries will be checked and updated if values are different.
At line 71 changed one line
*If IPUTR has Tax Rate entries that are with Effective Date GREATER than UPUTR specified Effective Date, these Effective Date entries will be consolidated with the selected Effective Date entries, the latest Effective Date entries will be used in order to retain the latest user Overridden amounts
*If IPUTR has Tax Rate entries that have an effective date GREATER than the UPUTR specified effective date, these Effective Date entries will be consolidated with the selected Effective Date entries and the latest Effective Date entries will be used in order to retain the latest user Overridden amounts.
At line 75 changed one line
*If the parameter 'Load State Misc. Params' = <<Yes>>, UPUTR loads in IPUTP Miscellaneous Tax Parameters for list of selected States.
*If the parameter 'Load State Misc. Params' = <<Yes>>, UPUTR loads in IPUTP Miscellaneous Tax Parameters for list of selected states.
At line 77 changed one line
*Effective Date is not required for IPUTP, the most recent State Tax Miscellaneous Parameters are always loaded
*An Effective Date entry is not required for IPUTP as the most recent State Tax Miscellaneous Parameters are always loaded.
At line 79 changed one line
*If an old Miscellaneous Tax Parameter is not used in the current load, this Parameter will be marked with '-OBSOLETE' in the Miscellaneous Identifier field
*If an old Miscellaneous Tax entry is not used in the current load, this parameter will be marked with 'OBSOLETE' in the Miscellaneous Identifier field
At line 81 changed one line
*In IPRLU on the MISCELLANEOUS Tab, the values for the Obsolete Miscellaneous Identifier will not be used in UPCALC. These Obsolete Miscellaneous Identifiers are for historical purposes only.
*In [IPRLU], on the Miscellaneous tab, the values for the Obsolete Miscellaneous Identifier will not be used in UPCALC. These Obsolete Miscellaneous Identifiers are for historical purposes only.
At line 83 changed one line
*UPUTR will default values for a few state tax parameters, mainly those that require a value of True or False. For the true false tax parameters the UPUTR will default a value of 'FALSE' as this value would make the most sense for the general public. A few examples would be the parameters 'LOWINCOMETAXRATES' and 'TEXARKANARESIDENT' for the state of Arkansas.
*UPUTR will default values for a few state tax parameters, mainly those that require a value of <<True>> or <<False>>. For the True/False tax parameters, UPUTR will default a value of <<FALSE>> as this value would make the most sense for the general public. A few examples would be the parameters 'LOWINCOMETAXRATES' and 'TEXARKANARESIDENT' for the state of Arkansas.
At line 89 changed one line
*At Federal or State level, UPUTR automatically loads in a list of internal Miscellaneous Identifiers to provide the Default Method to be used
*At the federal or state level, UPUTR automatically loads in a list of internal Miscellaneous Identifiers to provide the default method to be used.
At line 104 changed one line
*'Federal' level means the Miscellaneous Identifier will be generated with State Name = 'Federal' and will be used at the Federal Level taxation, certain Federal Identifiers are applicable to all States of the same pay.\\e.g. 401K_CATCHUP is used for Federal and State Level 401K calculation
*'Federal' level means the Miscellaneous Identifier will be generated with the State Name field set to 'Federal' and will be used at the federal level taxation. Certain Federal Identifiers are applicable to all states of the same pay.\\e.g. 401K_CATCHUP is used for federal and state level 401K calculation
At line 106 changed one line
*'State' level means the Miscellaneous Identifier will be generated for all States with State Name = UPUTR selected list of States and will be used at the State Level taxation, these State Identifiers are specific to the defined State only.
*'State' level means the Miscellaneous Identifier will be generated for all states with State Name field set to a UPUTR selected list of states and will be used at the state level taxation. These State Identifiers are specific to the defined state only.
This page (revision-34) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop