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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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!!Overview
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).
!!Abbreviations
The following is a list of abbreviations used throughout the PC Usages table below.
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!!UPUTR - Selection Criteria
|CTD|Current To Date
|MTD|Month To Date
|PTD|Period To Date
|YTD|Year To Date
|FIT|Federal Income Tax
|FSP|Federal Supplemental Tax
|FWT|Federal Withholding
|SIT|State Income Tax
|SSP|State Supplemental Tax
|RR|Railroad Taxation
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[US_Load _Tax_ Rates_ and_ State_ Parameters_01.JPG]
!!PC Usages - Federal
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[{InsertPage page='UPUTR' section=2}]
All US PC Usages will be delivered and loaded into the system during each release of US taxation.
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!!UPUTR Processing
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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*At the Federal and State level, UPUTR loads in the US Tax Rates and Miscellaneous Tax Parameters for the list of states selected.
||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\\ \\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
|6058|Fed|UFWTHOURS|Pre-FWT Hours - Total Hours worked (PPE)|New in 4.10|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\\ \\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
|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
|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
|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|Yes
|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\\ \\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
|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
|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
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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)
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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.
!!PC Usages - State
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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.
!State Level
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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\\ \\*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
|6656|State|USTS125|125 plan contributions exempt from State 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
|6657|State|USTS401|401K/403B plan contributions exempt from State 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
|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\\ \\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
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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.
!SUTA Level - Surcharge PC Usages
At line 37 changed one line
*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.
Some states may withhold an additional small percentage of taxes based on the [SUTA] wages, these are called SUTA surcharges.
At line 39 changed one line
*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).
The following list of PC Usages are defined for each of these SUTA surcharges, you should set up the Pay Component for these PC Usages on [IPPC] screen.
At line 41 changed one line
*[UPCALC] will read IPUTR for SUTA / FUTA Overridden amounts and will pass these overridden amounts to Symmetry for the tax calculations.
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
At line 43 changed 8 lines
*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.
||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|No
|6706| State SUI| |SUI Health Insurance Earnings|Legacy|No
|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\\ \\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
|7008|State| |Workers Comp Employer Tax\\ \\Required for the following States:\\Wyoming|New in 4.10|Yes
|7100 |State| |AK-Reserved Tax|New in 4.10|Yes
|7110 |State| |AL-Employment Security Tax|New in 4.10|Yes
|7120 |State| |AR-Reserved Tax|New in 4.10|Yes
|7130 |State| |AZ-Job Training Tax|New in 4.10|Yes
|7131 |State| |AZ-Special Assessment Tax|New in 4.10|Yes
|7140 |State| |CA-Employment Training Tax|New in STE 2013-R06|Yes
|7141 |State| |CA-San Francisco PR Expense Tax|New in 4.10|Yes
|7150 |State| |CO-Bond SUTA surcharge|New in 4.10|Yes
|7160 |State| |CT- Reserved Tax|New in 4.10|Yes
|7170 |State| |DC-Admin Funding Tax|New in 4.10|Yes
|7171 |State| |DC-Reserved Tax|New in 4.10|Yes
|7180 |State| |DE- Training Tax|New in 4.10|Yes
|7181 |State| |DE- Wilmington Business License Fee|New in 4.10|Yes
|7190 |State| |FL-Reserved Tax|New in 4.10|Yes
|7200 |State| |GA-Admin Assessment Tax|New in 4.10|Yes
|7210 |State| |HI-Employment Training Tax|New in 4.10|Yes
|7220 |State| |IA-Reserved Tax|New in 4.10|Yes
|7230 |State| |ID-Admin Reserve Tax|New in 4.10|Yes
|7231 |State| |ID-Workforce Development Fund|New in 4.10|Yes
|7240 |State| |IL-Reserved Tax|New in 4.10|Yes
|7250 |State| |IN- Reserved Tax|New in 4.10|Yes
|7260 |State| |KS- Reserved 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
|7275|State| |KY-Employment Training Tax|New in 4.10|Yes
|7290|State| |LA-Reserved Tax|New in 4.10|Yes
|7300|State| |MA-Health Insurance Tax|New in 4.10|Yes
|7301|State| |MA-Workforce Training Tax|New in 4.10|Yes
|7310|State| |MD-Reserved Tax|New in 4.10|Yes
|7320|State| |ME-CSSF Program Tax|New in 4.10|Yes
|7330|State| |MI-Michigan Obligation Assessment Tax|New in 4.10|Yes
|7340|State| |MN-Workforce Enhance Fee|New in 4.10|Yes
|7341|State| |MN-Addn Assessment Tax|New in 4.10|Yes
|7342|State| |MN-Fed Loan Assess Interest|Deprecated in STE 2013-R06|Yes
|7350|State| |MO- Automation Surcharge|New in 4.10|Yes
|7351|State| |MO-St Louis PR Expense Tax|New in 4.10|Yes
|7360|State| |MS-Workforce Training Enhance|New in 4.10|Yes
|7370|State| |MT-Admin Fund Tax|New in 4.10|Yes
|7380|State| |NC-Reserved Tax|New in 4.10|Yes
|7390|State| |ND-Reserved Tax|New in 4.10|Yes
|7400|State| |NE-Reserved Tax|New in 4.10|Yes
|7410|State| |NH-Admin Contrib Tax|New in 4.10|Yes
|7420|State| |NJ-Newark PR Tax|New in 4.10|Yes
|7421|State| |NJ-Family Leave Insurance|New in 4.10|Yes
|7422|State| |NJ/NY Waterfront Tax|New in 4.10|Yes
|7423|State| |NJ Work force Development|New in 4.10|Yes
|7424|State| |NJ Health Care Subsidy Fund|New in 4.10|Yes
|7430|State| |NM-WC Assessment Fee - Employer|New in 4.10|Yes
|7440|State| |NV-Career Enhance Tax|New in 4.10|Yes
|7441|State| |NV-MBT Financial Tax|New in 4.10|Yes
|7442|State| |NV-MBT Gen Business Tax|New in 4.10|Yes
|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
|7450|State| |NY-Reemployment Fund|New in 4.10|Yes
|7451|State| |NY- Reserved Tax|New in 4.10|Yes
|7452|State| |NY-MCTMT Commuter Tax|New in 4.10|Yes
|7460|State| |OH-Reserved Tax|New in 4.10|Yes
|7470|State| |OK-Reserved Tax|New in 4.10|Yes
|7480|State| |OR-Canby Transit Tax|New in 4.10|Yes
|7481|State| |OR-Lane Transit Tax|New in 4.10|Yes
|7482|State| |OR-Trimet Excise Tax|New in 4.10|Yes
|7483|State| |OR-Sandy Transit Tax|New in 4.10|Yes
|7484|State| |OR-Wilsonville Transit Tax|New in 4.10|Yes
|7485|State| |OR-S Clackamas Transit Tax|New in 4.10|Yes
|7500|State| |PA- Reserved Tax|New in 4.10|Yes
|7501|State| |PA- EMST / LST Local Service Tax|New in 4.10|Yes
|7502|State| |PA- Reserved Tax|New in 4.10|Yes
|7503|State| |PA- Reserved Tax|New in 4.10|Yes
|7504|State| |PA-Pittsburgh PR Tax|New in 4.10|Yes
|7520|State| |PR-Special Assessment Tax|New in 4.10|Yes
|7530|State| |RI-Job Development Fund|New in 4.10|Yes
|7540|State| |SC-SUI Admin Tax|New in 4.10|Yes
|7550|State| |SD-Employer Invest Fee Tax|New in 4.10|Yes
|7551|State| |SD-Trust Fund Surcharge|New in 4.10|Yes
|7560|State| |TN- Reserved Tax|New in 4.10|Yes
|7570|State| |TX- Reserved Tax|New in 4.10|Yes
|7580|State| |UT-Reserved Tax|New in 4.10|Yes
|7590|State| |VA- Reserved Tax|New in 4.10|Yes
|7600|State| |VT-Catamount Healthcare Employer Tax|New in 4.10|Yes
|7610|State| |WA-Class 1-19 Admin Fund|New in 4.10|Yes
|7611|State| |WA-Class 20 Admin Fund|New in 4.10|Yes
|7620|State| |WI-Reserved Tax|New in 4.10|Yes
|7630|State| |WV-Surtax|New in 4.10|Yes
|7640|State| |WY-Reserved Tax|New in 4.10|Yes
|7900|State| |US-Reserved up to 7900|New in 4.10|
At line 52 changed 3 lines
*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.
*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.
!!PC Usages - Local
At line 56 changed one line
*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.
!Local Level
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.
||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 (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
|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\\ \\Required for the following states:\\Colorado OPT Tax\\Illinois Chicago Expense 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
|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\\ \\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
|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 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 you are reloading with an existing Effective Date, then this old Tax Rate will remain unchanged for historical purposes.
!!PC Usages - Benefit Types
At line 62 changed one line
!Tax Rates Processing (IPUTR)
%%information: Below is only a list of Benefit Type PC Usages. Please read [US BENEFIT TYPES] for detail.%%
At line 64 changed one line
*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.
!Federal Benefit PC Usages - 125, 401K, 403b, 457 etc
At line 66 changed one line
*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.
||PC Usage||Tax Level||Suggested Element||Usage Description||Released in Version||Used by Symmetry
|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
|7902|Fed|UFWT401K|401K plan contributions exempt from Federal Withholding Tax|4.10|Yes
|7903|Fed|UFWT403B|403B plan contributions exempt from Federal Regular Withholding Tax|4.10|Yes
|7904|Fed|UFWT457|457 plan contributions exempt from Federal Regular Withholding Tax|4.10|Yes
|7905|Fed|UFWTROTH401|Roth 401K plan contributions exempt from Federal Regular Withholding Tax|4.10|Yes
|7906|Fed|UFWTROTH403|Roth 403B plan contributions exempt from Federal Regular Withholding Tax|4.10|Yes
|7907|Fed|UFWTFSA|FSA plan contributions exempt from Federal Regular Withholding Tax|4.10|Yes
|7908|Fed|UFWTHSA|HSA plan contributions exempt from Federal Regular Withholding Tax|4.10|Yes
|7909|Fed|UFWTIRA|Simple IRA plan contributions exempt from Federal Regular Withholding Tax|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
|7922|Fed|UFSP401K|401K plan contributions exempt from Federal Supplemental Tax|4.10|Yes
|7923|Fed|UFSP403B|403B plan contributions exempt from Federal Supplemental Tax|4.10|Yes
|7924|Fed|UFSP457|457 plan contributions exempt from Federal Supplemental Tax|4.10|Yes
|7925|Fed|UFSPROTH401|Roth 401K plan contributions exempt from Federal Supplemental Tax|4.10|Yes
|7926|Fed|UFSPROTH403|Roth 403B plan contributions exempt from Federal Supplemental Tax|4.10|Yes
|7927|Fed|UFSPFSA|FSA plan contributions exempt from Federal Supplemental Tax|4.10|Yes
|7928|Fed|UFSPHSA|HSA plan contributions exempt from Federal Supplemental Tax|4.10|Yes
|7929|Fed|UFSPIRA|Simple IRA plan contributions exempt from Federal Supplemental Tax|4.10|Yes
At line 68 changed one line
*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'.
!State Benefit PC Usages - 125, 401K, 403b, 457 etc
At line 70 changed one line
*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
|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
|7952|State|USTT401K|401K plan contributions exempt from State Regular Withholding Tax|4.10|Yes
|7953|State|USTT403B|403B plan contributions exempt from State Regular Withholding Tax|4.10|Yes
|7954|State|USTT457|457 plan contributions exempt from State Regular Withholding Tax|4.10|Yes
|7955|State|USTTROTH401|Roth 401K plan contributions exempt from State Regular Withholding Tax|4.10|Yes
|7956|State|USTTROTH403|Roth 403B plan contributions exempt from State Regular Withholding Tax|4.10|Yes
|7957|State|USTTFSA|FSA plan contributions exempt from State Regular Withholding Tax|4.10|Yes
|7958|State|USTTHSA|HSA plan contributions exempt from State Regular Withholding Tax|4.10|Yes
|7959|State|USTTIRA|Simple IRA plan contributions exempt from State Regular Withholding Tax|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
|7972|State|USTS401K|401K plan contributions exempt from State Supplemental Tax|4.10|Yes
|7973|State|USTS403B|403B plan contributions exempt from State Supplemental Tax.|4.10|Yes
|7974|State|USTS457|457 plan contributions exempt from State Supplemental Tax|4.10|Yes
|7975|State|USTSROTH401|Roth 401K plan contributions exempt from State Supplemental Tax|4.10|Yes
|7976|State|USTSROTH403|Roth 403B plan contributions exempt from State Supplemental Tax|4.10|Yes
|7977|State|USTSFSA|FSA plan contributions exempt from State Supplemental Tax|4.10|Yes
|7978|State|USTSHSA|HSA plan contributions exempt from State Supplemental Tax|4.10|Yes
|7979|State|USTSIRA|Simple IRA plan contributions exempt from State Supplemental Tax|4.10|Yes
At line 72 changed one line
*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.
!Custom Benefit PC Usages
At line 74 changed one line
!State Miscellaneous Tax Parameters Processing (IPUTP)
||PC Usage||Tax Level||Suggested Element||Usage Description||Released in Version||Used by Symmetry
|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
At line 76 changed one line
*If the 'Load State Misc. Params' field is set to <<Yes>>, UPUTR loads in IPUTP Miscellaneous Tax Parameters for list of selected states.
!Benefit PC Usages - Legacy User
At line 78 changed one line
*An Effective Date entry is not required for IPUTP as the most recent State Tax Miscellaneous Parameters are always loaded.
For Vertex L Series users, only the following Benefit PC usages are used:
At line 80 changed one line
*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
||PC Usage||Tax Level||Suggested Element||Usage Description||Released in Version||Used by Symmetry
|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
|6054|Fed|UFWT401|401K/403B plan contributions exempt from Federal Withholding Tax|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
|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
|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
At line 82 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.
!!FFCRA ACT - PC Usages (new as of STE 2020-R5 release)
At line 84 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, 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.
Three PC Usages are added for FFCRA taxation
At line 86 changed one line
*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.
||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
At line 88 removed one line
!Internal Miscellaneous Tax Identifiers (IPUTP)
At line 90 removed 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.
At line 92 removed 81 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
*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