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US PC Usages
US PC Usages

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!!Abbreviations
!!Overview
This page describes the list of US PC Usages for US Taxation.
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|6053|Fed|UFTWT125|125 plan contributions exempt from Federal Withholding Tax\\ \\A pay component must be set up\\ \\IPPC Store Results - optional\\*See [Benefit PC Usages - Legacy User|US PC Usages#Benefit Component Codes] for the new Benefit Type method used by STE; this usage was used by Vertex. |Legacy|No\\*Except for Vtx to STE clients
|6054|Fed|UFTWT401|401K/403B plan contributions exempt from Federal Withholding Tax\\ \\*See [Benefit PC Usages - Legacy User|US PC Usages#Benefit Component Codes] for the new Benefit Type method used by STE; this usage was used by Vertex. |Legacy|No\\*Except for Vtx to STE clients
|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\\ \\*See [Benefit PC Usages - Legacy User|US PC Usages#Benefit Component Codes] for the new Benefit Type method used by STE; this usage was used by Vertex.|Legacy|No\\*Except for Vtx to STE clients
|6057|Fed|UFSP401|401K/403B plan contributions exempt from Federal Withholding Tax on Supplemental pay\\ \\*See [Benefit PC Usages - Legacy User|US PC Usages#Benefit Component Codes] for the new Benefit Type method used by STE; this usage was used by Vertex.|Legacy|No\\*Except for Vtx to STE clients
|6053|Fed|UFTWT125|125 plan contributions exempt from Federal Withholding Tax\\ Pay Component must be set up\\IPPC Store Results - optional\\*See [Benefit PC Usages - Legacy User|US PC Usages#Benefit Component Codes] for the new Benefit Type method used by STE; this usage was used by Vertex. |Legacy|No\\*Except for Vtx to STE clients
|6054|Fed|UFTWT401|401K/403B plan contributions exempt from Federal Withholding Tax\\*See [Benefit PC Usages - Legacy User|US PC Usages#Benefit Component Codes] for the new Benefit Type method used by STE; this usage was used by Vertex. |Legacy|No\\*Except for Vtx to STE clients
|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\\*See [Benefit PC Usages - Legacy User|US PC Usages#Benefit Component Codes] for the new Benefit Type method used by STE; this usage was used by Vertex.|Legacy|No\\*Except for Vtx to STE clients
|6057|Fed|UFSP401|401K/403B plan contributions exempt from Federal Withholding Tax on Supplemental pay\\*See [Benefit PC Usages - Legacy User|US PC Usages#Benefit Component Codes] for the new Benefit Type method used by STE; this usage was used by Vertex.|Legacy|No\\*Except for Vtx to STE clients
At line 52 changed 2 lines
|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\\ \\If Usage 6261 FICRERN amount is different than Usage 6051 UFWTERN amount, the difference is treated as Imputed Income to pass to Symmetry; the difference can be a positive or negative amount.|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\\ \\If Usage 6261 FICRERN amount is different than Usage 6051 UFWTERN amount, the difference is treated as Imputed Income to pass to Symmetry, the difference can be a positive or negative amount.|Legacy|Yes
At line 58 changed 2 lines
|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
|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
At line 64 changed 5 lines
|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
|6317|Fed - Railroad| |Railroad Tier 1 Medicare EE Addn Deduction|Legacy|Yes
|6318|Fed - Railroad| |Railroad Tier 1 Medicare EE Addn Earnings|Legacy|Yes
|6319|Fed - Railroad| |Pre-RR Medicare2 EE Addn Earnings (PPE)\\Optional, if user needs to store this Pre-RR MEDI2 EE Addn Earnings, set up IPPC pay component for Usage 6319 and click the IPPC Store_Results toggle to ON. Since Usage 6319 is derived from Usage 6316, IPPC Store_Results toggle for Usage 6316 must also be ON| New in 2013 STE R12| 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
At line 73 changed 2 lines
|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|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
At line 79 changed 2 lines
|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
|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
At line 85 changed 2 lines
|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
|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
At line 91 changed 2 lines
|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
|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
At line 95 changed one line
|6451|Fed|UFUTAERN |Pre-FUTA Employer Earnings (PPE)\\ \\Must exclude earnings defined in UFSPERN\\ \\This Usage 6451 UFUTAERN amount will internally be accumulated with Usage 6055 UFSPERN in UPCALC and pass to Symmetry with Wage type of FUTA ER to calculate FUTA ER|Legacy|Yes
|6451|Fed|UFUTAERN |Pre-FUTA Employer Earnings (PPE)\\Must exclude earnings defined in UFSPERN\\ \\This Usage 6451 UFUTAERN amount will internally be accumulated with Usage 6055 UFSPERN in UPCALC and pass to Symmetry with Wage type of FUTA ER to calculate FUTA ER|Legacy|Yes
At line 100 changed 5 lines
|6505|Fed| |Medicare Employee Addn Deduction|Legacy|Yes
|6506|Fed| |Medicare Employee Addn 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\\ \\If Usage 6552 UMEDRERN amount is different than Usage 6051 UFWTERN amount, the difference is treated as Imputed Income to pass to Symmetry; the difference can be a positive or negative amount.|Legacy|No
|6553|Fed| |Pre-Medicare2 Employee Addn Earnings (PPE)\\Optional, if user needs to store this Pre-MEDI2 EE Addn Earnings, set up IPPC pay component for Usage 6553 and click the IPPC Store_Results toggle to ON\\Since Usage 6553 is derived from Usage 6552, IPPC Store_Results toggle for Usage 6552 must also be ON \\When Usage 6552 UMEDRERN amount exceeds the Medicare2 limit of $200,000 on IPUTR for the employee in a year, UPCALC will store the excess amount in Usage 6553.| 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\\ \\If Usage 6552 UMEDRERN amount is different than Usage 6051 UFWTERN amount, the difference is treated as Imputed Income to pass to Symmetry; the difference can be a positive or negative amount.|Legacy|No
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|Up to 6620|Work State| | |
|Up to 6620|Work State| | |
At line 141 changed 5 lines
|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\\ \\*See [Benefit PC Usages - Legacy User|US PC Usages#Benefit Component Codes] for the new Benefit Type method used by STE; this usage was used by Vertex. |Legacy|No\\ \\*Except for Vtx to STE clients
|6654|State|USTT401|401K/403B plan contributions exempt from State Withholding Tax\\ \\Uses UFWT401 if this element does not exist\\ \\*See [Benefit PC Usages - Legacy User|US PC Usages#Benefit Component Codes] for the new Benefit Type method used by STE; this usage was used by Vertex. |Legacy|No\\ \\*Except for Vtx to STE clients
|6655|State|USTSERN|Pre-Supplemental earnings subject to State Withholding Tax\\ \\Exclude earnings already in USTTERN|Legacy|Yes
|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\\*See [Benefit PC Usages - Legacy User|US PC Usages#Benefit Component Codes] for the new Benefit Type method used by STE; this usage was used by Vertex. |Legacy|No\\*Except for Vtx to STE clients
|6654|State|USTT401|401K/403B plan contributions exempt from State Withholding Tax\\Uses UFWT401 if this element does not exist\\*See [Benefit PC Usages - Legacy User|US PC Usages#Benefit Component Codes] for the new Benefit Type method used by STE; this usage was used by Vertex. |Legacy|No\\*Except for Vtx to STE clients
|6655|State|USTSERN|Pre-Supplemental earnings subject to State Withholding Tax\\Exclude earnings already in USTTERN|Legacy|Yes
At line 166 changed 4 lines
|6751|State|USUIERN|Earnings subject to SUI EE\\ \\Must exclude earnings defined in USTSERN\\ \\If Usage 6751 USUIERN amount is different than Usage 6651 USTTERN amount, the difference is treated as Imputed Income to pass to Symmetry; the difference can be a positive or negative amount.|Legacy|Yes
|6752|State|USUIRERN|Earnings subject to SUI ER\\ \\Must exclude earnings defined in USTSERN\\ \\This Usage 6752 USUIRERN amount will internally be accumulated with Usage 6655 USTSERN in UPCALC and pass to Symmetry with Wage type of SUTA ER to calculate SUI ER|Legacy|Yes
|6771|State|USDIERN|Earnings subject to EE SDI\\ \\Must exclude earnings defined in USTSERN\\ \\If Usage 6771 USDIERN amount is different than Usage 6651 USTTERN amount, the difference is treated as Imputed Income to pass to Symmetry; the difference can be a positive or negative amount.|Legacy|Yes
|6772|State|USDIRERN|Earnings subject to ER SDI\\ \\Must exclude earnings defined in USTSERN\\ \\If Usage 6772 USDIRERN amount is different than Usage 6651 USTTERN amount, the difference is treated as Imputed Income to pass to Symmetry; the difference can be a positive or negative amount.|Legacy|Yes
|6751|State|USUIERN|Earnings subject to SUI EE\\Must exclude earnings defined in USTSERN\\ \\If Usage 6751 USUIERN amount is different than Usage 6651 USTTERN amount, the difference is treated as Imputed Income to pass to Symmetry; the difference can be a positive or negative amount.|Legacy|Yes
|6752|State|USUIRERN|Earnings subject to SUI ER\\Must exclude earnings defined in USTSERN\\ \\This Usage 6752 USUIRERN amount will internally be accumulated with Usage 6655 USTSERN in UPCALC and pass to Symmetry with Wage type of SUTA ER to calculate SUI ER|Legacy|Yes
|6771|State|USDIERN|Earnings subject to EE SDI\\Must exclude earnings defined in USTSERN\\ \\If Usage 6771 USDIERN amount is different than Usage 6651 USTTERN amount, the difference is treated as Imputed Income to pass to Symmetry; the difference can be a positive or negative amount.|Legacy|Yes
|6772|State|USDIRERN|Earnings subject to ER SDI\\Must exclude earnings defined in USTSERN\\ \\If Usage 6772 USDIRERN amount is different than Usage 6651 USTTERN amount, the difference is treated as Imputed Income to pass to Symmetry; the difference can be a positive or negative amount.|Legacy|Yes
At line 199 changed 2 lines
|7006|State| |Workers Comp Employee Tax\\ \\Required for the following States:\\New Mexico\\Oregon|New in 4.10|Yes
|7007|State| |Workers Comp Employer Tax\\ \\Required for the following States:\\Oregon\\Wyoming|New in 4.10|Yes
|7006 |State| |Workers Comp Employee Tax\\ \\Required for the following States:\\New Mexico\\Oregon|New in 4.10|Yes
|7007 |State| |Workers Comp Employer Tax\\ \\Required for the following States:\\Oregon\\Wyoming|New in 4.10|Yes
At line 207 changed one line
|7140 |State| |CA-Employment Training Tax|New in STE 2013-R06|Yes
|7140 |State| |CA-Employment Training Tax|New in 4.10|Yes
At line 209 changed one line
|7150 |State| |CO-Bond SUTA surcharge|New in 4.10|Yes
|7150 |State| |CO- Reserved Tax|New in 4.10|Yes
At line 212 changed one line
|7171 |State| |DC-Reserved Tax|New in 4.10|Yes
|7171 |State| |DC-Solvency Tax|New in 4.10|Yes
At line 224 changed 6 lines
|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, therefore, this PC Usage 7270 is not used|New in 4.10|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 4.10|Yes
|7272|State| |KY-Senior Citizen Tax\\ \\Kentucky Mental Health Tax and Senior Citizen Tax are calculated together and returned as one tax, therefore, this PC Usage 7272 is not used.|New in 4.10|No
|7273|State| |KY-Transit Tax\\ \\Kentucky Transit Tax is calculated together with OLF City/County tax, therefore, this PC Usage 7273 is not used.|New in 4.10|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, therefore, this PC Usage 7274 is not used.|New in 4.10|No
|7275|State| |KY-Employment Training Tax|New in 4.10|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, therefore, this PC Usage 7270 is not used|New in 4.10|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 4.10|Yes
|7272|State| |KY-Senior Citizen Tax\\Kentucky Mental Health Tax and Senior Citizen Tax are calculated together and returned as one tax, therefore, this PC Usage 7272 is not used|New in 4.10|No
|7273|State| |KY-Transit Tax\\Kentucky Transit Tax is calculated together with OLF City/County tax, therefore, this PC Usage 7273 is not used|New in 4.10|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, therefore, this PC Usage 7274 is not used|New in 4.10|No
At line 235 changed one line
|7330|State| |MI-Michigan Obligation Assessment Tax|New in 4.10|Yes
|7330|State| |MI-Reserved Tax|New in 4.10|Yes
At line 238 changed one line
|7342|State| |MN-Fed Loan Assess Interest|Deprecated in STE 2013-R06|Yes
|7342|State| |MN-Fed Loan Assess Interest|New in 4.10|Yes
At line 256 removed 2 lines
|7443|State| PreTax MBT Earnings |NV-MBT Pre Earnings. (Earnings should be gross less ER paid Medical contributions)|New in 4.10|Yes
|7444|State| |NV-Bond SUTA Surcharge|New in 4.10|Yes
At line 320 changed 2 lines
|6851|County|UCNTYERN|Regular earnings subject to County Withholding Tax (annualized / table method)\\ \\Must exclude Supplemental earnings\\ \\If Usage 6851 UCNTYERN amount is different than Usage 6651 USTTERN amount, the difference is treated as Imputed Income to pass to Symmetry, the difference can be a positive or negative amount.|Legacy|Yes
|6852|County|UCNTYPERC|Regular earnings subject to County Withholding Tax (percentage method)\\ \\Must exclude Regular and Supplemental earnings|Legacy|No
|6851|County|UCNTYERN|Regular earnings subject to County Withholding Tax (annualized / table method)\\Must exclude Supplemental earnings\\ \\If Usage 6851 UCNTYERN amount is different than Usage 6651 USTTERN amount, the difference is treated as Imputed Income to pass to Symmetry, the difference can be a positive or negative amount.|Legacy|Yes
|6852|County|UCNTYPERC|Regular earnings subject to County Withholding Tax (percentage method)\\Must exclude Regular and Supplemental earnings|Legacy|No
At line 323 changed 2 lines
|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
|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
At line 338 changed one line
|Up to 6920|City Work| | |
|Up to 6920| |City Work| |
At line 353 changed 2 lines
|6951|City|UCITYERN|Regular earnings subject to City Withholding Tax (annualized/table method)\\ \\Must exclude Supplemental earnings\\ \\If Usage 6951 UCITYERN amount is different than Usage 6651 USTTERN amount, the difference is treated as Imputed Income to pass to Symmetry;the difference can be a positive or negative amount.|Legacy|Yes
|6952|City|UCITYPERC|Regular earnings subject to City Withholding Tax (percentage method)\\ \\Must exclude Regular and Supplemental earnings|Legacy|No
|6951|City|UCITYERN|Regular earnings subject to City Withholding Tax (annualized/table method)\\Must exclude Supplemental earnings\\ \\If Usage 6951 UCITYERN amount is different than Usage 6651 USTTERN amount, the difference is treated as Imputed Income to pass to Symmetry;the difference can be a positive or negative amount.|Legacy|Yes
|6952|City|UCITYPERC|Regular earnings subject to City Withholding Tax (percentage method)\\Must exclude Regular and Supplemental earnings|Legacy|No
At line 356 changed 2 lines
|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
|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
At line 356 added 13 lines
Symmetry supports nine different benefit types that may affect taxable earnings. The nine supported benefit types are:
*125
*401K
*403b
*457
*Roth401K
*Roth403b
*FSA
*HSA
*Simple IRA
These benefit types each have their own PC Usage as described below for Federal and for State level taxation. The SymmetryTaxEngine will determine the Pre-Tax status of the benefit types for each of the taxes calculated.
At line 368 changed one line
|7901|Fed|UFWT125|125 plan contributions exempt from Federal Regular Withholding Tax\\ \\Mandatory if 125 is applicable\\ \\Pay Component must be set up\\ \\IPPC Store Results - optional|4.10|Yes
|7901|Fed|UFWT125|125 plan contributions exempt from Federal Regular Withholding Tax\\-Mandatory if 125 is applicable\\-Pay Component must be set up\\-IPPC Store Results - optional|4.10|Yes
At line 377 changed one line
|7921|Fed|UFSP125|125 plan contributions exempt from Federal Supplemental Tax\\ \\Mandatory if 125 is applicable\\ \\Pay Component must be set up\\ \\IPPC Store Results - optional|4.10|Yes
|7921|Fed|UFSP125|125 plan contributions exempt from Federal Supplemental Tax\\- Mandatory if 125 is applicable\\- Pay Component must be set up\\- IPPC Store Results - optional|4.10|Yes
At line 390 changed one line
|7951|State|USTT125|125 plan contributions exempt from State Regular Withholding Tax\\ \\Mandatory if 125 is applicable\\ \\Pay Component must be set up\\ \\IPPC Store Results - optional|4.10|Yes
|7951|State|USTT125|125 plan contributions exempt from State Regular Withholding Tax\\- Mandatory if 125 is applicable\\- Pay Component must be set up\\- IPPC Store Results - optional|4.10|Yes
At line 399 changed one line
|7971|State|USTS125|125 plan contributions exempt from State Supplemental Tax\\ \\Mandatory if 125 is applicable\\ \\Pay Component must be set up\\ \\IPPC Store Results - optional|4.10|Yes
|7971|State|USTS125|125 plan contributions exempt from State Supplemental Tax\\- Mandatory if 125 is applicable\\- Pay Component must be set up\\- IPPC Store Results - optional|4.10|Yes
At line 412 changed 20 lines
|7801|Federal and State|TX-BEN-01|User-defined Benefit contributions to be exempt from Regular Federal and State Withholding tax.\\ \\If this is to be used, the pay component must be set up with this PC Usage\\ \\[IPPC] Store Results – optional\\ \\On the [IPPC] Header block, click ‘Show User Fields’ and specify Pretax criteria \\ \\You can also enter the same Pretax criteria on [IPCU] Pay Component block by clicking ‘Show User Fields’|4.10|Yes
|7802| |TX-BEN-02|Same as Usage 7801|4.10|Yes
|7803| |TX-BEN-03|Same as Usage 7801|4.10|Yes
|7804| |TX-BEN-04|Same as Usage 7801|4.10|Yes
|7805| |TX-BEN-05|Same as Usage 7801|4.10|Yes
|7806| |TX-BEN-06|Same as Usage 7801|4.10|Yes
|7807| |TX-BEN-07|Same as Usage 7801|4.10|Yes
|7808| |TX-BEN-08|Same as Usage 7801|4.10|Yes
|7809| |TX-BEN-09|Same as Usage 7801|4.10|Yes
|7810| |TX-BEN-10|Same as Usage 7801|4.10|Yes
|7821|Federal and State|TX-BENSUP-01\\ \\Optional|User-defined Benefit contributions to be exempt from Supplemental Federal and State Withholding tax\\ \\This usage works in conjunction with usage 7801 except this is for Suppl Earnings\\ \\IPPC Element (e.g. TX-BENSUP-01) are made up with list of Benefit pay components that are calculated based on Supplemental Earnings\\ \\If this usage is not set up, Usage 7801 amount will be prorated with the Regular and Supplemental Earnings to derive the Suppl Benefit amount\\ \\If this usage has an empty element (i.e. Element amount = 0), then there is no proration between Reg / Sup Earnings|4.10|Yes
|7822| |TX-BENSUP-02|Same as Usage 7821|4.10|Yes
|7823| |TX-BENSUP-03|Same as Usage 7821|4.10|Yes
|7824| |TX-BENSUP-04|Same as Usage 7821|4.10|Yes
|7825| |TX-BENSUP-05|Same as Usage 7821|4.10|Yes
|7826| |TX-BENSUP-06|Same as Usage 7821|4.10|Yes
|7827| |TX-BENSUP-07|Same as Usage 7821|4.10|Yes
|7828| |TX-BENSUP-08|Same as Usage 7821|4.10|Yes
|7829| |TX-BENSUP-09|Same as Usage 7821|4.10|Yes
|7830| |TX-BENSUP-10|Same as Usage 7821|4.10|Yes
|7801|Federal and State|TX-BEN-01|User Defined Benefit contributions to be exempt from Regular Federal and State Withholding tax.\\ \\If this is to be used, the pay component must be set up with this PC Usage\\ \\IPPC Store Results – optional\\ \\On the IPPC Header block, click ‘Show User Fields’ and specify Pretax criteria \\ \\You can also enter the same Pretax criteria on IPCU Pay Component block by clicking ‘Show User Fields’|4.10|Yes
|7802|TX-BEN-02|Same as Usage 7801|4.10|Yes
|7803|TX-BEN-03|Same as Usage 7801|4.10|Yes
|7804|TX-BEN-04|Same as Usage 7801|4.10|Yes
|7805|TX-BEN-05|Same as Usage 7801|4.10|Yes
|7806|TX-BEN-06|Same as Usage 7801|4.10|Yes
|7807|TX-BEN-07|Same as Usage 7801|4.10|Yes
|7808|TX-BEN-08|Same as Usage 7801|4.10|Yes
|7809|TX-BEN-09|Same as Usage 7801|4.10|Yes
|7810|TX-BEN-10|Same as Usage 7801|4.10|Yes
|7821|Federal and State|TX-BENSUP-01\\ \\Optional|User Defined Benefit contributions to be exempt from Supplemental Federal and State Withholding tax\\ \\This usage works in conjunction with usage 7801 except this is for Suppl Earnings\\ \\IPPC Element (e.g. TX-BENSUP-01) are made up with list of Benefit pay components that are calculated based on Supplemental Earnings\\ \\If this usage is not set up, Usage 7801 amount will be prorated with the Regular and Supplemental Earnings to derive the Suppl Benefit amount\\ \\If this usage has an empty element (i.e. Element amount = 0), then there is no proration between Reg / Sup Earnings|4.10|Yes
|7822|TX-BENSUP-02|Same as Usage 7821|4.10|Yes
|7823|TX-BENSUP-03|Same as Usage 7821|4.10|Yes
|7824|TX-BENSUP-04|Same as Usage 7821|4.10|Yes
|7825|TX-BENSUP-05|Same as Usage 7821|4.10|Yes
|7826|TX-BENSUP-06|Same as Usage 7821|4.10|Yes
|7827|TX-BENSUP-07|Same as Usage 7821|4.10|Yes
|7828|TX-BENSUP-08|Same as Usage 7821|4.10|Yes
|7829|TX-BENSUP-09|Same as Usage 7821|4.10|Yes
|7830|TX-BENSUP-10|Same as Usage 7821|4.10|Yes
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|6053|Fed|UFWT125|125 plan contributions exempt from Federal Withholding Tax\\ \\Mandatory if 125 is applicable\\ \\A pay component must be set up\\ \\[IPPC] Store Results - optional|Legacy|Yes
|6053|Fed|UFWT125|125 plan contributions exempt from Federal Withholding Tax\\Mandatory if 125 is applicable\\A pay component must be set up\\IPPC Store Results - optional|Legacy|Yes
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!!FFCRA ACT - PC Usages (new as of STE 2020-R5 release)
For Vertex users who are converting to Symmetry, there are two options to set up Benefit PC Usages.
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Three PC Usages are added for FFCRA taxation
;Option 1:Retain PC usages 6053 to 6657 as above to support 125 and 401K plan exemptions\\UPCALC will use these PC Usages to calculate 125 and 401K exemptions for tax calculation.\\ \\
;Option 2:Set up Benefit PC Usages 7901 to 7979 for 125, 401K, 403B, 457 etc.\\If the first Benefit PC Usage 7901 is set up, this means the entire set of PC Usages 7901 to 7979 will replace PC Usages 6053 to 6657\\UPCALC will ignore the old PC Usages 6053 to 6657 set up.
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||PC Usage||Tax Level||Suggested Element||Usage Description||Released in Version||Used by Symmetry
|6059| |FFCRA-EARN|Pre-FFCRA EARN (PPE). The element must contain a list of pay components for Family Leave Pays or Sick Pays that are eligible for FFCRA.| |Yes
|6251| |UFICAERN|Pre-FICA Employee Earnings (PPE)\\ \\ Must exclude earnings defined in UFSPERN| |Yes
|6261| |UFICRERN|Pre-FICA Employer Earnings (PPE)\\ \\Must exclude earnings defined in UFSPERN | |Yes
|6262| | |Pre-Covid FICA Earn (PPE). This usage is used to store the old YTD amount from Usage 6261 Pre-FICA-ER-EARN prior to separate one Usage 6261 into usages for historical and auditing purposes in 2020 only:\\ - Usage 6261 Pre-FICA-ER-EARN\\ - Usage 6251 Pre-FICA-EE-EARN| |Yes
|6307| | |Pre-Covid RR Tier1 SSA Earn (PPE)Used for Railroad Employees Only\\ \\Similiar to Usage 6262, this PC usage 6307 is used for Railroad Tier1 SSA with two PC usages:\\ - PC Usage 6306-Pre-Tier1 SSA ER Earn\\ - PC Usage 6305-Pre-Tier1 SSA EE Earn| |Yes
|6315| |UTIER1-MEDI-EE-ERN|Pre-RR Tier1 Medicare EE Earnings (PPE) - Used for Railroad Employees Only| |Yes
|6316| |UTIER1-MEDI-ER-ERN|Pre-RR Tier1 Medicare ER Earnings (PPE) - Used for Railroad Employees Only| |Yes
|6551| |UMEDEERN|Pre-Medicare Employee Earnings (PPE) | |Yes
|6562| |UMEDRERN|Pre-Medicare Employer Earnings (PPE) | |Yes
%%information It is advised that you switch to using the new Symmetry Benefit Types if your company offers a variety of the plan exemptions that were originally housed together in the 401k type element (ie: 401K & 457). This is advised since Symmetry requires the UPCALC to pass in the CTD and YTD value for each of the benefit types supported.\\ \\If you continue to use the Vertex method and have an employee who has both a 401K and 457 for example, if the 401k element YTD reaches the annual contribution limit for 401K, the employee's Federal and State earnings will no longer be reduced by the 401k and 457 amounts as the system will think the employee has reached the 401K annual limit when in fact they haven't.%%
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For Symmetry users or converted users, if a particular Benefit Type is to be used, you should set up a Pay Component on IPPC with the PC Usage as defined above.
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If the Benefit Type is made up by an element, then specify the Element name. (e.g. 125 Regular - proration logic here.)
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On [IPPC], you can optionally turn ON the 'Store Results' toggle to store the amounts on 'Pay Amounts' tab. This pay component will be stored on IPPH 'Pay Jurisdiction' tab regardless of the 'Store Results' toggle.
This page (revision-66) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop