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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 8 changed one line
!!UPUTR – Selection Criteria
!!UPUTR – Selection Criteria
At line 10 changed one line
!UPUTR – Load US Tax Rates and State Misc Parameters
!UPUTR – Load US Tax Rates and State Misc Parameters
At line 14 changed one line
|Load Tax Rates|Optional, to load IPUTR Tax Rates for the specified Effective Date and selected States\\ \\if this parameter is ‘Yes’, user does not need to enter ‘Yes’ to the parameter ‘Remove Old Tax Rates’ because UPUTR will match or create new entries with the same Effective date as UPUTR needs to retain the Overridden User Rates and therefore cannot remove Old Rates of the same Effective Date before loading
|Load Tax Rates|Optional, to load IPUTR Tax Rates for the specified Effective Date and selected States\\ \\if this parameter is ‘Yes’, user does not need to enter ‘Yes’ to the parameter ‘Remove Old Tax Rates’ because UPUTR will match or create new entries with the same Effective date as UPUTR needs to retain the Overridden User Rates and therefore cannot remove Old Rates of the same Effective Date before loading
At line 20 changed one line
e.g. City of Yonkers\\ \\if ‘Load All Jurisdiction’ prompt = Yes, then this prompt will not be used
e.g. City of Yonkers\\ \\if ‘Load All Jurisdiction’ prompt = Yes, then this prompt will not be used
At line 22 changed 2 lines
|Print Detail|Optional, to show detail dump of the Tax Rates and State Misc Tax Parameter information\\ \\if ‘Print Detail’ is Yes, the report size may be quite large, user should run with ‘Print Detail’ = No unless for Tracing\\ \\by default, users should not Print in Detail
|Exception Level|user should run with Exception Level except for Tracing\\ \\in ‘Utility Trace’, the report may be over several hundred pages
|Print Detail|Optional, to show detail dump of the Tax Rates and State Misc Tax Parameter information\\ \\if ‘Print Detail’ is Yes, the report size may be quite large, user should run with ‘Print Detail’ = No unless for Tracing\\ \\by default, users should not Print in Detail
|Exception Level|user should run with Exception Level except for Tracing\\ \\in ‘Utility Trace’, the report may be over several hundred pages
At line 28 changed one line
!UPUTR – Processing
!UPUTR – Processing
At line 34 changed one line
*If users are paying County or City taxes, user may optionally load in the County or City rates by entering ‘Yes’ to the prompt ‘Load All Jurisdiction’ or to enter a list of Jurisdictions to be included e.g. City of Yonkers for New York State
*If users are paying County or City taxes, user may optionally load in the County or City rates by entering ‘Yes’ to the prompt ‘Load All Jurisdiction’ or to enter a list of Jurisdictions to be included e.g. City of Yonkers for New York State
At line 40 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 43 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 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
At line 46 changed 2 lines
 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
 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 line 49 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 ‘Print Detail’ = Yes, UPUTR will list the detail entries that are processed for each Tax Rate level and each State Miscellaneous Tax Parameter
At line 62 changed 2 lines
- then enter on IDGV by ‘Reg Type’, this overrides the IPUTR Rate
- UPCALC retrieves IDGV by Government Registration from Employee’s Pay Header Group
- then enter on IDGV by ‘Reg Type’, this overrides the IPUTR Rate
- UPCALC retrieves IDGV by Government Registration from Employee’s Pay Header Group
At line 77 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 parameter ‘Remove Old Tax Rates’ = ‘Yes’, UPUTR removes IPUTR Tax Rates entries that are prior to the specified Effective Date for the selected States
At line 79 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 ‘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
At line 81 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 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’
At line 83 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 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
At line 85 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 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
At line 89 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 93 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 Parameter is not used in the current load, this Parameter will be marked with ‘-OBSOLETE’ in the Miscellaneous Identifier field
At line 97 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 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.
At line 120 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
*‘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
At line 123 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 = UPUTR selected list of States and will be used at the State Level taxation, these State Identifiers are specific to the defined State only
At line 125 changed one line
*If Level = specific State name (e.g. ‘Oregon’), this means these Miscellaneous Identifies will be generated for State of Oregon if UPUTR selected list of States contains ‘Oregon’
*If Level = specific State name (e.g. ‘Oregon’), this means these Miscellaneous Identifies will be generated for State of Oregon if UPUTR selected list of States contains ‘Oregon’
At line 129 changed one line
*Certain Identifiers are defined according to Government Legislative Requirement which allows the Employer to override on IPUTP but however do not allow the employee to override at the employee level, these Identifiers are defined with ‘Provided By’ = ‘Legislative’, e.g. STATE_ROUNDING
*Certain Identifiers are defined according to Government Legislative Requirement which allows the Employer to override on IPUTP but however do not allow the employee to override at the employee level, these Identifiers are defined with ‘Provided By’ = ‘Legislative’, e.g. STATE_ROUNDING
At line 131 changed one line
*For the ‘Internal’ Identifiers, the employee may optionally add this Identifier on IPRLLU MISC Tab to override the default value of IPUTP, e.g. SUP_PAID_WITH_REG
*For the ‘Internal’ Identifiers, the employee may optionally add this Identifier on IPRLLU MISC Tab to override the default value of IPUTP, e.g. SUP_PAID_WITH_REG
At line 137 changed one line
!UPUTR – Sample Run
!UPUTR – Sample Run
At line 139 changed one line
(1) Print Detail = ‘No’
(1) Print Detail = ‘No’
At line 142 changed one line
(2) Print Detail = ‘Yes’
(2) Print Detail = ‘Yes’
At line 145 changed one line
!!UPUTR – Screens updated
!!UPUTR – Screens updated
At line 148 changed one line
!IPUTR – Maintain US Tax Rates
!IPUTR – Maintain US Tax Rates
At line 152 changed one line
*Tax Rate Seq is in Format of ‘XXnnnn’, where XX is the State code and nnnn is a sequential 4 digit number. The sequence is not pre-determined, it is simply the order in which the parameter was loaded in by the UPUTR function. The sequence of the tax parameters mentioned in the documentation may not match exactly to the sequence you have in your environment. The sequence is used to order the parameters and to distinguish them at the state level in IPRLU.
*Tax Rate Seq is in Format of ‘XXnnnn’, where XX is the State code and nnnn is a sequential 4 digit number. The sequence is not pre-determined, it is simply the order in which the parameter was loaded in by the UPUTR function. The sequence of the tax parameters mentioned in the documentation may not match exactly to the sequence you have in your environment. The sequence is used to order the parameters and to distinguish them at the state level in IPRLU.
At line 164 changed one line
!IPUTP – Maintain US Tax Parameters
!IPUTP – Maintain US Tax Parameters
At line 168 changed one line
*Misc Tax Parm is in Format of ‘XXnnnn’, where XX is the State code and nnnn is a sequential 4 digit number
*Misc Tax Parm is in Format of ‘XXnnnn’, where XX is the State code and nnnn is a sequential 4 digit number
At line 178 changed one line
!IPRLU – Miscellaneous Tab
!IPRLU – Miscellaneous Tab
At line 183 changed one line
*UPCALC will pick up the state record first, if no matching state record can be found UPCALC will then look for a jurisdiction record matching the jurisdiction on the employee’s IPPH, if UPCALC cannot locate a matching jurisdiction record it will then read the default IPRLU record.
*UPCALC will pick up the state record first, if no matching state record can be found UPCALC will then look for a jurisdiction record matching the jurisdiction on the employee’s IPPH, if UPCALC cannot locate a matching jurisdiction record it will then read the default IPRLU record.
This page (revision-34) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop