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

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Page References

Incoming links Outgoing links
US PC Usages
US PC Usages

Version management

Difference between version and

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This page describes the process to load US Tax Rates and US State Miscellaneous Parameters from the Symmetry Server that calls the Symmetry Tax Engine (STE).
This page describes the list of US PC Usages for US Taxation.
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!!UPUTR - Selection Criteria
!!PC Usages - Federal
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[US_Load _Tax_ Rates_ and_ State_ Parameters_01.JPG]
All US PC Usages will be delivered and loaded into the system during each release of US taxation.
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[{InsertPage page='UPUTR' section=2}]
You should go into [IPPC] screen to set up pay components for the PC Usage codes that will be used in [UPCALC].
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!!UPUTR Processing
!Federal Level
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!UPUTR - Processing
PC Usage Tax Level Suggested Element Usage Description Released in Version Used by Symmetry
6001 Fed Federal Withholding Tax deduction. Legacy Yes
6002 Fed FWT additional deduction. Legacy Yes
6003 Fed FSP deduction on Supplemental Earnings. Legacy Yes
6004 Fed FWT Earnings - Regular Tax Legacy Yes
6005 Fed FSP Earnings - Supplemental Tax Legacy Yes
6031 Vacn UREGGRS Employee’s regular earnings where a constant value (e.g. assignment rate) is required. Legacy No
6032 Vacn UVACGRS Vacation earnings subject to tax. Legacy No
6051 Fed UFWTERN Regular earnings subject to Federal Withholding Tax
(annualized / table method).
Must exclude Supplemental earnings. Legacy Yes
6052 Fed UFWTPERC Regular earnings subject to Federal Withholding Tax
(percentage method) .
Must exclude Regular and Supplemental earnings Legacy Yes
6053 Fed UFTWT125 125 plan contributions exempt from Federal Withholding Tax.
- Mandatory if 125 is applicable
- Pay Component must be set up
- IPPC Store Results - optional Legacy Yes
6054 Fed UFTWT401 401K/403B plan contributions exempt from Federal Withholding Tax. Legacy Yes
6055 Fed UFSPERN Supplemental earnings subject to Federal Withholding Tax.
Must exclude earnings already in UFWTERN. Legacy Yes
6056 Fed UFSP125 125 plan contributions exempt from Federal Withholding Tax on Supplemental pay. Legacy Yes
6057 Fed UFSP401 401K/403B plan contributions exempt from Federal Withholding Tax on Supplemental pay. Legacy Yes
6058 Fed UFWTHOURS Pre-FWT Hours - Total Hours worked (PPE) New in 3.06.00 Yes
6101 Fed Earned Income Credit. Legacy Yes
6102 Fed Earnings used for Earned Income Credit. Legacy Yes
6111 State State AEIC Advanced Earned Income Credit Legacy No
6112 State Earnings used for State AEIC Advanced Earned Income Credit New for 3.05.04 No
6151 Fed UEICERN Earnings subject to Earned Income Credit. Legacy No
6201 Fed FICA Employee Deduction. Legacy Yes
6202 Fed FICA Employee Earnings Legacy Yes
6210 Fed FICA ER contribution. Legacy Yes
6211 Fed FICA Employer Earnings Legacy Yes
6251 Fed UFICAERN Pre-FICA Employee Earnings (PPE)
Must exclude earnings defined in UFSPERN. Legacy No
6261 Fed UFICRERN Pre-FICA Employer Earnings (PPE)
Must exclude earnings defined in UFSPERN. Legacy Yes
6301 Fed - Railroad Railroad Tier1 Social Security EE Deduction. New for 3.05.04 Yes
6302 Fed - Railroad Railroad Tier1 Social Security EE Earnings. New for 3.05.04 Yes
6303 Fed - Railroad Railroad Tier1 Social Security ER Contribution. New for 3.05.04 Yes
6304 Fed - Railroad Railroad Tier1 Social Security ER Earnings. New for 3.05.04 Yes
6305 Fed - Railroad URT1SOCERN Pre-RR Tier1 Social Security EE Earnings (PPE)
Must exclude earnings defined in UFSPERN. New for 3.05.04 No
6306 Fed - Railroad URT1SOCERN Pre-RR Tier1 Social Security ER Earnings (PPE)
Must exclude earnings defined in UFSPERN. New for 3.05.04 Yes
6311 Fed - Railroad Railroad Tier1 Medicare EE Deduction. New for 3.05.04 Yes
6312 Fed - Railroad Railroad Tier1 Medicare EE Earnings. New for 3.05.04 Yes
6313 Fed - Railroad Railroad Tier1 Medicare ER Contribution. New for 3.05.04 Yes
6314 Fed - Railroad Railroad Tier1 Medicare ER Earnings.. New for 3.05.04 Yes
6315 Fed - Railroad URT1MEDERN Pre-RR Tier1 Medicare EE Earnings (PPE).
Must exclude earnings defined in UFSPERN. New for 3.05.04 No
6316 Fed - Railroad URT1MEDERN Pre-RR Tier1 Medicare ER Earnings (PPE).
Must exclude earnings defined in UFSPERN. New for 3.05.04 No
6321 Fed - Railroad Railroad Tier2 EE Deduction. New for 3.05.04 Yes
6322 Fed - Railroad Railroad Tier2 EE Earnings. New for 3.05.04 Yes
6323 Fed - Railroad Railroad Tier2 ER Contribution. New for 3.05.04 Yes
6324 Fed - Railroad Railroad Tier2 ER Earnings. New for 3.05.04 Yes
6325 Fed - Railroad URT2ERN Pre-RR Tier2 EE Earnings (PPE).
Must exclude earnings defined in UFSPERN. New for 3.05.04 No
6326 Fed - Railroad URT2ERN Pre-RR Tier2 ER Earnings (PPE).
Must exclude earnings defined in UFSPERN. New for 3.05.04 No
6331 Fed - Railroad Railroad RUIA EE Deduction New for 3.05.04 No
6332 Fed - Railroad Railroad RUIA EE Earnings. New for 3.05.04 No
6333 Fed - Railroad Railroad RUIA ER Contribution. New for 3.05.04 Yes
6334 Fed - Railroad Railroad RUIA ER Earnings. New for 3.05.04 Yes
6335 Fed - Railroad URRUIAERN Pre-RR RUIA EE Earnings (PPE).
Must exclude earnings defined in UFSPERN. New for 3.05.04 No
6336 Fed - Railroad URRUIAERN Pre-RR RUIA ER Earnings (PPE).
Must exclude earnings defined in UFSPERN. New for 3.05.04 Yes
6341 Fed - Railroad Railroad RURT EE Deduction New for 3.05.04 No
6342 Fed - Railroad Railroad RURT EE Earnings. New for 3.05.04 No
6343 Fed - Railroad Railroad RURT ER Contribution. New for 3.05.04 No
6344 Fed - Railroad Railroad RURT ER Earnings. New for 3.05.04 No
6345 Fed - Railroad URRURTERN Pre-RR RURT EE Earnings (PPE).
Must exclude earnings defined in UFSPERN. New for 3.05.04 No
6346 Fed - Railroad URRURTERN Pre-RR RURT ER Earnings (PPE).
Must exclude earnings defined in UFSPERN. New for 3.05.04 No
6351 Fed - Railroad Railroad SUPPL EE Deduction New for 3.05.04 No
6352 Fed - Railroad Railroad SUPPL EE Earnings. New for 3.05.04 No
6353 Fed - Railroad Railroad SUPPL ER Contribution. New for 3.05.04 No
6354 Fed - Railroad Railroad SUPPL ER Earnings. New for 3.05.04 No
6355 Fed - Railroad URRSUPERN Pre- Railroad SUPPL EE Earnings (PPE).
Must exclude earnings defined in UFSPERN. New for 3.05.04 No
6356 Fed - Railroad URRSUPERN Pre- Railroad SUPPL ER Earnings (PPE).
Must exclude earnings defined in UFSPERN. New for 3.05.04 No
6401 Fed FUTA Employer Contribution. Legacy Yes
6402 Fed FUTA Employer Earnings. Legacy Yes
6451 Fed UFUTAERN Pre-FUTA Employer Earnings (PPE)
Must exclude earnings defined in UFSPERN Legacy Yes
6501 Fed Medicare Employee Deduction. Legacy Yes
6502 Fed Medicare Employee Earnings. Legacy Yes
6503 Fed Medicare Employer Contribution. Legacy Yes
6504 Fed Medicare Employer Earnings. Legacy Yes
6551 Fed UMEDEERN Pre-Medicare Employee Earnings (PPE)
Must exclude earnings defined in UFSPERN. Legacy No
6552 Fed UMEDRERN Pre-Medicare Employer Earnings (PPE)
Must exclude earnings defined in UFSPERN. Legacy No
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*At the Federal and State level, UPUTR loads in the US Tax Rates and Miscellaneous Tax Parameters for the list of states selected.
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*In order for Federal rates to be loaded, <<Federal>> must be selected from the State field.
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*If you are paying County or City taxes, you may load in the County or City rates by entering either setting the "Load All Jurisdictions" toggle to <<Yes>> or by entering a list of Jurisdictions to be included in the "Load Only Jursidiction" field. (e.g., City of Yonkers for New York State)
3 PC Usages - State
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*After UPUTR is run, you should go into the [IPUTR] and [IPUTP] screens to view the newly loaded Tax Rates and State Miscellaneous Tax Parameters.
3.1 State Level
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*In order to load in the latest tax rates and State Miscellaneous Tax parameters, the frequency of the UPUTR run should be as follows:
**Annually as of January of each year
***UPUTR should be scheduled as part of the Legislation Cycle to be run at the beginning of the year.
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**When Symmetry Tax Engine is upgraded
***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.
PC Usage Tax Level Suggested Element Usage Description Released in Version Used by Symmetry
6601 Work State Tax deduction. Legacy Yes
6602 Work State Additional tax deduction. Legacy Yes
6603 Work State Earnings subject to Work State tax. Legacy Yes
6604 Work State Work State tax dedn on Supplemental Earnings. Legacy Yes
6605 Work State Work State Supplemental Earnings Legacy Yes
6606 Work State State Work - Special 1 Employer Tax New for 3.05.04 No
6607 Work State State Work - Special 1 Employer Earnings New for 3.05.04 No
6608 Work State State Work - Special 2 Employer Tax New for 3.05.04 No
6609 Work State State Work - Special 2 Employer Earnings New for 3.05.04 No
6610 Work State State Work - Misc 1 Employer Contribution New for 3.05.04 No
6611 Work State State Work - Misc 1 Employer Earnings New for 3.05.04 No
6612 Work State State Work - Misc 2 Employer Contribution New for 3.05.04 No
6613 Work State State Work - Misc 2 Employer Earnings New for 3.05.04 No
Up to 6620 Work State
6621 Res State Tax deduction. Legacy Yes
6622 Res State Additional tax deduction. Legacy Yes
6623 Res State Earnings subject to Res State tax Legacy Yes
6624 Res State State Res. Deduction - Supplemental Tax Legacy Yes
6625 Res State State Res. Earnings - Supplemental Tax Legacy Yes
6626 Res State Res Work - Special 1 Employer Tax New for 3.05.04 No
6627 Res State Res Work - Special 1 Employer Earnings New for 3.05.04 No
6628 Res State Res Work - Special 2 Employer Tax New for 3.05.04 No
6629 Res State Res Work - Special 2 Employer Earnings New for 3.05.04 No
6630 Res State Res Work - Misc 1 Employer Contribution New for 3.05.04 No
6631 Res State Res Work - Misc 1 Employer Earnings New for 3.05.04 No
6632 Res State Res Work - Misc 2 Employer Contribution New for 3.05.04 No
6633 Res State Res Work - Misc 2 Employer Earnings New for 3.05.04 No
Up to 6640 Res State
6651 State USTTERN Pre-Regular earnings subject to State Withholding Tax (annualized / table method).
Must exclude Supplemental earnings Legacy Yes
6652 State USTTPERC Regular earnings subject to State Withholding Tax (percentage method)
Must exclude Regular and Supplemental earnings. Legacy Yes
6653 State USTT125 125 plan contributions exempt from State Withholding Tax.
Uses UFWT125 if this element does not exist. Legacy Yes
6654 State USTT401 401K/403B plan contributions exempt from State Withholding Tax.
Uses UFWT401 if this element does not exist. Legacy Yes
6655 State USTSERN Pre-Supplemental earnings subject to State Withholding Tax.
Exclude earnings already in USTTERN. Legacy Yes
6656 State USTS125 125 plan contributions exempt from State Withholding Tax on Supplemental pay. Legacy Yes
6657 State USTS401 401K/403B plan contributions exempt from State Withholding Tax on Supplemental pay. Legacy Yes
6701 State SUI SUI tax deduction. Legacy Yes
6702 State SUI Earnings subject to SUI deduction. Legacy Yes
6703 State SUI SUI employer contribution. Legacy Yes
6704 State SUI Earnings subject to SUI employer contribution. Legacy Yes
6705 State SUI SUI Health Insurance Contribution. Legacy WIP
6706 State SUI SUI Health Insurance Earnings. Legacy WIP
6707 State SUI SUI 1 Employer Contribution. New for 3.05.04 Yes
6708 State SUI SUI 1 Employer Earnings. New for 3.05.04 No
6709 State SUI SUI 2 Employer Contribution. New for 3.05.04 Yes
6710 State SUI SUI 2 Employer Earnings. New for 3.05.04 No
6711 State SUI SUI 3 Employer Contribution. New for 3.05.04 Yes
6712 State SUI SUI 3 Employer Earnings. New for 3.05.04 No
Up to 6710 State SUI
6721 State SDI SDI tax deduction. Legacy Yes
6722 State SDI Earnings subject to SDI deduction. Legacy Yes
6723 State SDI SDI employer contribution. Legacy Yes
6724 State SDI Earnings subject to SDI ER Legacy Yes
Up to 6730 State SDI
6751 State USUIERN Earnings subject to SUI EE
Must exclude earnings defined in USTSERN. Legacy No
6752 State USUIRERN Earnings subject to SUI ER
Must exclude earnings defined in USTSERN. Legacy Yes
6771 State USDIERN Earnings subject to EE SDI.
Must exclude earnings defined in USTSERN. Legacy No
6772 State USDIRERN Earnings subject to ER SDI
Must exclude earnings defined in USTSERN. Legacy No
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**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.
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*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.
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*IPUTR US Tax Rates are for information purposes only (except the overridden SUTA / FUTA rates). The tax rates are not passed to Symmetry for tax calculation, rather Symmetry retrieves the tax rates directly within their tax engine (SymmetryTaxServer).
*[UPCALC] will read IPUTR for SUTA / FUTA Overridden amounts and will pass these overridden amounts to Symmetry for the tax calculations.
*There are two options to set up Overridden Rate, Overridden Wage Base or Overridden Tax Limit:
*#IPUTR
*#*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.
*#[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.
*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.
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*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.
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*If you need to add in a new effective date entry for a change to an overridden tax rate (e.g., new government supplied SUTA rate) you would run UPUTR for the new effective date.
3.2 SUTA Level – Surcharge PC Usages
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*When UPUTR is generating new sets of Effective Date entries, the Overridden Rates and Amounts will be copied into the new Effective Date entries.
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*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.
- Some States may withhold an additional small percentage of taxes based on the SUTA wages, these are called SUTA Surcharges
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!Tax Rates Processing (IPUTR)
- the following list of PC Usages are defined for each of these SUTA surcharges, user should set up the Pay Component for these PC Usages on IPPC screen
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*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.
- if the Pay Components for the SUTA Surcharge PC Usages are not set up for each State, then the Surcharge Tax Amount will be stored in the generic SUTA Surcharge PC Usages:
- ‘6707 - SUI 1 Employer Contribution’
- ‘6708 - SUI 1 Employer Earnings’
- ‘6709 - SUI 2 Employer Contribution’
- ‘6710 - SUI 2 Employer Earnings’
- ‘6711 - SUI 3 Employer Contribution’
- ‘6712 - SUI 3 Employer Earnings’
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*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.
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*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'.
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*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.
PC Usage Tax Level Suggested Element Usage Description Released in Version Used by Symmetry
6701 State SUI SUI tax deduction. Legacy Yes
6702 State SUI Earnings subject to SUI deduction. Legacy Yes
6703 State SUI SUI employer contribution. Legacy Yes
6704 State SUI Earnings subject to SUI employer contribution. Legacy Yes
6705 State SUI SUI Health Insurance Contribution. Legacy WIP
6706 State SUI SUI Health Insurance Earnings. Legacy WIP
6707 State SUI SUI 1 Employer Contribution. New for 3.05.04 Yes
6708 State SUI SUI 1 Employer Earnings. New for 3.05.04 No
6709 State SUI SUI 2 Employer Contribution. New for 3.05.04 Yes
6710 State SUI SUI 2 Employer Earnings. New for 3.05.04 No
6711 State SUI SUI 3 Employer Contribution. New for 3.05.04 Yes
6712 State SUI SUI 3 Employer Earnings. New for 3.05.04 No
Up to 6710 State SUI
7006 State Workers Comp Employee Tax New in 3.06.00 Yes
7007 State Workers Comp Employer Tax New in 3.06.00 Yes
7100 State AK-Reserved Tax New in 3.06.00 Yes
7110 State AL-Employment Security Tax New in 3.06.00 Yes
7120 State AR-Reserved Tax New in 3.06.00 Yes
7130 State AZ-Job Training Tax New in 3.06.00 Yes
7140 State CA-Employment Training Tax New in 3.06.00 Yes
7141 State CA-San Francisco PR Expense Tax New in 3.06.00 Yes
7150 State CO- Reserved Tax New in 3.06.00 Yes
7160 State CT- Reserved Tax New in 3.06.00 Yes
7170 State DC-Admin Funding Tax New in 3.06.00 Yes
7171 State DC-Solvency Tax New in 3.06.00 Yes
7180 State DE- Training Tax New in 3.06.00 Yes
7181 State DE- Wilmington Business License Fee New in 3.06.00 Yes
7190 State FL-Reserved Tax New in 3.06.00 Yes
7200 State GA-Admin Assessment Tax New in 3.06.00 Yes
7210 State HI-Employment Training Tax New in 3.06.00 Yes
7220 State IA-Reserved Tax New in 3.06.00 Yes
7230 State ID-Admin Reserve Tax New in 3.06.00 Yes
7231 State ID-Workforce Development Fund New in 3.06.00 Yes
7240 State IL-Reserved Tax New in 3.06.00 Yes
7250 State IN- Reserved Tax New in 3.06.00 Yes
7260 State KS- Reserved Tax New in 3.06.00 Yes
7270 State KY-OLF Occ License Fee Tax
- Kentucky has OLF at County and City Level based on the GNIS code, this OLF tax is treated as County and City Tax
- the County / City Level PC Usages are used for OLF Earnings and Taxes
- this PC Usage 7270 is not used
New in 3.06.00 No
7271 State KY-Mental Health and Senior Citizen Tax
- Kentucky Mental Health Tax and Senior Citizen Tax are calculated together and returned as one Tax
New in 3.06.00 Yes
7272 State KY-Senior Citizen Tax
- Kentucky Mental Health Tax and Senior Citizen Tax are calculated together and returned as one Tax
- this PC Usage 7272 is not used
New in 3.06.00 No
7273 State KY-Transit Tax
- Kentucky Transit Tax is calculated together with OLF City / County tax
- this PC Usage 7273 is not used
New in 3.06.00 No
7274 State KY-OLTS School License Tax
- Kentucky has OLF at County and City Level based on the GNIS code, this OLTS tax is treated as County School Tax and City School Tax
- the County / City Level School PC Usages are used for OLTS Earnings and Taxes
- this PC Usage 7274 is not used
New in 3.06.00 No
7290 State LA-Reserved Tax New in 3.06.00 Yes
7300 State MA-Health Insurance Tax New in 3.06.00 Yes
7301 State MA-Workforce Training Tax New in 3.06.00 Yes
7310 State MD-Reserved Tax New in 3.06.00 Yes
7320 State ME-CSSF Program Tax New in 3.06.00 Yes
7330 State MI-Reserved Tax New in 3.06.00 Yes
7340 State MN-Workforce Enhance Fee New in 3.06.00 Yes
7341 State MN-Addn Assessment Tax New in 3.06.00 Yes
7342 State MN-Fed Loan Assess Interest New in 3.06.00 Yes
7350 State MO- Automation Surcharge New in 3.06.00 Yes
7351 State MO-St Louis PR Expense Tax New in 3.06.00 Yes
7360 State MS-Workforce Training Enhance New in 3.06.00 Yes
7370 State MT-Admin Fund Tax New in 3.06.00 Yes
7380 State NC-Reserved Tax New in 3.06.00 Yes
7390 State ND-Reserved Tax New in 3.06.00 Yes
7400 State NE-Reserved Tax New in 3.06.00 Yes
7410 State NH-Admin Contrib Tax New in 3.06.00 Yes
7420 State NJ-Newark PR Tax New in 3.06.00 Yes
7421 State NJ-Family Leave Insurance New in 3.06.00 Yes
7422 State NJ/NY Waterfront Tax New in 3.06.00 Yes
7423 State NJ Work force Development New in 3.06.00 Yes
7424 State NJ Health Care Subsidy Fund New in 3.06.00 Yes
7430 State NM-WC Assessment Fee - Employer New in 3.06.00 Yes
7440 State NV-Career Enhance Tax New in 3.06.00 Yes
7441 State NV-MBT Financial Tax New in 3.06.00 Yes
7442 State NV-MBT Gen Business Tax New in 3.06.00 Yes
7450 State NY-Reemployment Fund New in 3.06.00 Yes
7451 State NY- Reserved Tax New in 3.06.00 Yes
7452 State NY-MCTMT Commuter Tax New in 3.06.00 Yes
7460 State OH-Reserved Tax New in 3.06.00 Yes
7470 State OK-Reserved Tax New in 3.06.00 Yes
7480 State OR-Canby Transit Tax New in 3.06.00 Yes
7481 State OR-Lane Transit Tax New in 3.06.00 Yes
7482 State OR-Trimet Excise Tax New in 3.06.00 Yes
7483 State OR-Sandy Transit Tax New in 3.06.00 Yes
7484 State OR-Wilsonville Transit Tax New in 3.06.00 Yes
7485 State OR-S Clackamas Transit Tax New in 3.06.00 Yes
7500 State PA- Reserved Tax New in 3.06.00 Yes
7501 State PA- EMST / LST Local Service Tax New in 3.06.00 Yes
7502 State PA- Reserved Tax New in 3.06.00 Yes
7503 State PA- Reserved Tax New in 3.06.00 Yes
7504 State PA-Pittsburgh PR Tax New in 3.06.00 Yes
7520 State PR-Special Assessment Tax New in 3.06.00 Yes
7530 State RI-Job Development Fund New in 3.06.00 Yes
7540 State SC-SUI Admin Tax New in 3.06.00 Yes
7550 State SD-SUTA ER Invest Fee Tax New in 3.06.00 Yes
7551 State SD-Trust Fund Fee New in 3.06.00 Yes
7560 State TN- Reserved Tax New in 3.06.00 Yes
7570 State TX- Reserved Tax New in 3.06.00 Yes
7580 State UT-Reserved Tax New in 3.06.00 Yes
7590 State VA- Reserved Tax New in 3.06.00 Yes
7600 State VT-Reserved Tax New in 3.06.00 Yes
7610 State WA-Class 1-19 Admin Fund New in 3.06.00 Yes
7611 State WA-Class 20 Admin Fund New in 3.06.00 Yes
7620 State WI-Reserved Tax New in 3.06.00 Yes
7630 State WV-Surtax New in 3.06.00 Yes
7640 State WY-Reserved Tax New in 3.06.00 Yes
7999 State US-Reserved upto 7999 New in 3.06.00
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*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.
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!State Miscellaneous Tax Parameters Processing (IPUTP)
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*If the 'Load State Misc. Params' field is set to <<Yes>>, UPUTR loads in IPUTP Miscellaneous Tax Parameters for list of selected states.
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*An Effective Date entry is not required for IPUTP as the most recent State Tax Miscellaneous Parameters are always loaded.
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*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
4 PC Usages - Local
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*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.
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*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.
4.1 Local Level
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*Clients may provide their own entity wide defaults for the Misc Tax Parameters in IPUTP. Any value entered in IPRLU would override the defaults defined in the IPUTP.
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!Internal Miscellaneous Tax Identifiers (IPUTP)
PC Usage Tax Level Suggested Element Usage Description Released in Version Used by Symmetry
6801 County Work County Work Deduction - Reg Tax Legacy Yes
6802 County Work County Work Deduction - Addnl Reg Tax Legacy Yes
6803 County Work County Work Deduction - School Tax Legacy Yes
6804 County Work County Work Deduction - EE Head Tax Legacy Yes
6805 County Work County Work Earnings - Reg Tax Legacy Yes
6806 County Work County Work Earnings - Supplemental Tax Legacy Yes
6807 County Work County Work Earnings - School Tax Legacy Yes
6808 County Work County Work Non Deductable - Reg Tax Legacy No
6809 County Work County Work Earnings - Non Taxable Legacy No
6810 County Work County Work - Employer Head Tax Legacy Yes
6811 County Work County Work - Supplemental Tax New for 3.05.04 Yes
Up to 6820 County Work
6821 County Res County Res. Deduction - Reg Tax Legacy Yes
6822 County Res County Res. Deduction - Addnl Reg Tax Legacy Yes
6823 County Res County Res. Deduction - School Tax Legacy Yes
6824 County Res County Res. Deduction - EE Head Tax Legacy Yes
6825 County Res County Res. Earnings - Reg Tax Legacy Yes
6826 County Res County Res. Earnings - Supplemental Tax Legacy Yes
6827 County Res County Res. Earnings - School Tax Legacy Yes
6828 County Res County Res. Non Deductable - Reg Tax Legacy No
6829 County Res County Res. Earnings - Non Taxable Legacy No
6830 County Res County Res - Employer Head Tax Legacy Yes
6831 County Res County Res - Supplemental Tax New for 3.05.04
Up to 6840 County Res
6851 County UCNTYERN Regular earnings subject to County Withholding Tax (annualised / table method)
Must exclude Supplemental earnings. Legacy No
6852 County UCNTYPERC Regular earnings subject to County Withholding Tax (percentage method).
Must exclude Regular and Supplemental earnings Legacy No
6853 County UCNTYSUP County Supplemental Earnings Legacy No
6854 County UCNTY125 125 plan contributions exempt from County Withholding Tax.
Uses UFWT125 if this element does not exist. Legacy No
6855 County UCNTY401 401K/403B plan contributions exempt from County Withholding Tax.
Uses UFWT401 if this element does not exist. Legacy No
6901 City Work City Work Deduction - Reg Tax Legacy Yes
6902 City Work City Work Deduction - Addnl Reg Tax Legacy Yes
6903 City Work City Work Deduction – School Reg Tax Legacy Yes
6904 City Work City Work Deduction - EE Head Tax Legacy Yes
6905 City Work City Work Earnings - Reg Tax Legacy Yes
6906 City Work City Work Earnings - Supplemental Tax Legacy Yes
6907 City Work City Work Earnings – School Reg Earnings Legacy Yes
6908 City Work City Work Non Deductable - Reg Tax Legacy No
6909 City Work City Work Earnings - Non Taxable Legacy No
6910 City Work City Work Contribution- Employer Head Tax Legacy Yes
6911 City Work City Work Deduction - Supplemental Tax New for 3.05.04 Yes
6912 City Work City Work Deduction – School Sup Tax New for 3.05.04 Yes
6913 City Work City Work Earnings – School Sup Earnings New for 3.05.04 Yes
Up to 6920 City Work
6921 City Res City Res. Deduction - Reg Tax Legacy Yes
6922 City Res City Res. Deduction - Addnl Reg Tax Legacy Yes
6923 City Res City Res. Deduction - School Reg Tax Legacy Yes
6924 City Res City Res. Deduction - EE Head Tax Legacy Yes
6925 City Res City Res. Earnings - Reg Tax Legacy Yes
6926 City Res City Res. Earnings - Supplemental Tax Legacy Yes
6927 City Res City Res. Earnings - School Reg Earnings Legacy Yes
6928 City Res City Res. Non Deductable - Reg Tax Legacy No
6929 City Res City Res. Earnings - Non Taxable Legacy No
6930 City Res City Res Contribution - Employer Head Tax
- Required for the following States:
Colorado OPT Tax
Illinois Chicago Expense Tax
Legacy Yes
At line 90 changed one line
*At the federal or state level, UPUTR automatically loads in a list of internal Miscellaneous Identifiers to provide the default method to be used.
6931 City Res City Res Deduction - Supplemental Tax New for 3.05.04 Yes
6932 City Res City Res Deduction – School Sup Tax New for 3.05.04 Yes
6933 City Res City Res Earnings – School Sup Earnings New for 3.05.04 Yes
Up to 6940 City Res
6951 City UCITYERN Regular earnings subject to City Withholding Tax (annualized / table method).
Must exclude Supplemental earnings Legacy No
6952 City UCITYPERC Regular earnings subject to City Withholding Tax (percentage method).
Must exclude Regular and Supplemental earnings Legacy No
6953 City UCITYSUP Supplemental earnings subject to City Withholding Tax. Legacy No
6954 City UCITY125 125 plan contributions exempt from County Withholding Tax.
Uses UFWT125 if this element does not exist. Legacy No
6955 City UCITY401 401K/403B plan contributions exempt from City Withholding Tax.
Uses UFWT401 if this element does not exist. Legacy No
6960 UHDTXERN MTD Earnings subject to Head Tax Legacy No
6991 UCASHOPT Cash Portion of 125 Plan Legacy WIP
At line 92 removed 12 lines
||Level||Miscellaneous Identifier||Provided By||Allow IPRLU Override
|Federal|401K_CATCHUP|Internal|Yes
|State|STATE_NEXUS|Legislative|No
|State|STATE_ROUNDING|Legislative|No
|State|SUP_PAID_WITH_REG|Internal|Yes
|State|SUP_PAID_WITHOUT_REG|Internal|Yes
|Oregon|TRANSIT_CANBY_TAX|Internal|Yes
|Oregon|TRANSIT_LANE_TAX|Internal|Yes
|Oregon|TRANSIT_TRIMET_EXCISE_TAX|Internal|Yes
|Oregon|TRANSIT_SANDY_TAX|Internal|Yes
|Oregon|TRANSIT_WILSONVILLE_TAX|Internal|Yes
|Oregon|TRANSIT_SOUTH_CLACKAMAS_TAX|Internal|Yes
At line 105 removed 68 lines
*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)
*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.
*If the Level field is set to a specific state name (e.g., 'Oregon'), the Miscellaneous Identifies will be generated for that state if the UPUTR selected list of states contains the state name.
*These Miscellaneous Identifiers are used internally by UPCALC and will not be passed to the STE.
*Certain identifiers are defined according to the government legislative requirement which allows the employer to override on IPUTP but not allow the employee to override at the employee level. These identifiers are defined by setting the Provided By field to 'Legislative' (e.g., STATE_ROUNDING).
*For the internal identifiers, the employee may optionally add this identifier on the IPRLU - Miscellaneous tab to override the default value of IPUTP (e.g., SUP_PAID_WITH_REG).
*For State Supplemental Tax calculation, please read [US Taxation Supplemental Pay Processing] for detail for the usage of SUP_PAID_WITH_REG and SUP_PAID_WITHOUT_REG
!!UPUTR Sample
!UPUTR - Sample Run
#Print Detail = <<No>>\\[US_Load _Tax_ Rates_ and_ State_ Parameters_02.JPG]
#Print Detail = <<Yes>>\\[US_Load _Tax_ Rates_ and_ State_ Parameters_03.JPG]
!!UPUTR - Screens Updated
If UPUTR is run in Non-Trial mode, the following list of screens are updated:
!IPUTR - Maintain US Tax Rates
[US_Load _Tax_ Rates_ and_ State_ Parameters_04.JPG]
*You should click the applicable state to view the tax rates.
*Tax Rate Seq is in the 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 UPUTR. 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.
*The State code for the federal level is "00".
*Tax Identifier format is pre-defined by Symmetry with the Location code and Tax type.
*The Tax Rate, Wage Base information may be provided or it may be set to zero to indicate this Tax type will be calculated.
*In order to sort either by Effective Date or by State, you may drag the applicable column to the left side at the scroll block.
*This screen is loaded by UPUTR, you do not need to enter information on this screen except to enter the Override amounts.
!IPUTP - Maintain US Tax Parameters
*You may select the applicable state to view the State Miscellaneous Tax Parameters.
*Misc Tax Parm is in the format of 'XXnnnn', where XX is the State code and nnnn is a sequential 4 digit number.
*Miscellaneous Identifier is retrieved from Symmetry and will be passed to STE with this exact name for tax calculation by UPCALC (e.g., FILINGSTATUS).
*This screen is loaded by UPUTR, you do not need to enter information on this screen other than to provide default values, if desired.
*The Reference Text field contains the editing information for the Miscellaneous Identifier.
*IPUTP information will be used on IPRLU - Miscellaneous tab.
!IPRLU - Miscellaneous Tab
*All employees __MUST__ be set up on IPRLU - Miscellaneous tab prior to running UPCALC to calculate US Taxation by Symmetry.
*IPRLU can be set up with or without a State code.
*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.
*When IPRLU is set up without a state, the Misc. Tax Parm can be entered for all states. The Reference Text will help you to enter the correct information in the Field Variable
*When IPRLU is set up with a state, the Misc. Tax Parm must be entered for that specific state only. This IPRLU entry contains pertaining information to be used for this state. (e.g., a different tax method can be defined for this state.)
*When UPCALC creates the default IPRLU record for an employee who does not have a record, (e.g., a new hire), the UPCALC will read IPUTP for any default values that may be defined. If none are found the system will use the first option available in the reference text, (e.g., 0 for Total Allowances). For the Filing Status tax parameters, UPCALC will derive the Filing Status from the Vertex Filing Status in the State tab and if null will then use the Federal Filing Status.
This page (revision-66) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop