This page (revision-6) was last changed on 26-Nov-2021 10:22 by jescott

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

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Version Date Modified Size Author Changes ... Change note
6 26-Nov-2021 10:22 7 KB jescott to previous
5 26-Nov-2021 10:22 7 KB jescott to previous | to last
4 26-Nov-2021 10:22 5 KB jescott to previous | to last
3 26-Nov-2021 10:22 5 KB jmyers to previous | to last
2 26-Nov-2021 10:22 5 KB jmyers to previous | to last
1 26-Nov-2021 10:22 23 KB jmyers to last

Page References

Incoming links Outgoing links
US Symmetry Set Up Check List
US Symmetry Set Up Check List

Version management

Difference between version and

At line 16 changed one line
| |Define US TAX PERFORMCE to specify if the US Tax Performance Statistics are displayed in UPCALC.\\0 - Tax Performance Statistics are not displayed\\1 – Summary Tax Performance Statistics are displayed at the end of UPCALC\\2 – Employee Tax Performance Statistics are displayed at the end of each pay
| |Define US TAX PERFORMCE to specify if the US Tax Performance Statistics are displayed in UPCALC.\\0 - Tax Performance Statistics are not displayed\\1 – Summary Tax Performance Statistics are displayed at the end of UPCALC\\2 – Employee Tax Performance Statistics are displayed at the end of each pay| |
At line 27 changed 17 lines
UPRLU Ensure UPRLU has been run with Vertex Conversion = Y, if you originally ran payroll with Vertex. This will convert the necessary data into the Misc Tax Parameters. Yes
IMCT If the output from UPRLU is not providing the desired results ie: mapping may not be accurate based on the IPRLU set up for your employees, the mapping may need to be adjusted in the IMCT screen.
IPRLU
Ensure employee records have been updated with Symmetry supported tax methods Yes
Ensure employee records have been updated with the appropriate Miscellaneous Parameters for the states in which they will be working in Yes
Review employee records to determine if a State specific entry is required or if their current default or jurisdiction entry is sufficient
Since tax results may vary if Tax Methods are defined with Self Adjust, review employee records to determine if the Tax Methods should be changed to No Self Adjust.
IPPC Review new PC Usages to determine if new Pay Components need to be defined Yes
Review PC descriptions to ensure naming convention does not include specific state names to reduce confusion. For example, review state work withholding and state residence withholding Pay Components.
Ensure PCs are defined for all appropriate State Res pay component usages (usages 6621 – 6633). For example, usage 6622 State Res. Deduction - Addnl Reg Tax
Review element set up for usages 6056, 6057, 6656 & 6657 for special 125/401k proration logic between Regular and Supplemental pay.
1. No Supp Element – Proration of 125 and 401k amounts between Reg and Supp will take place
2. Supp Element - Empty Element defined (no PCs or 0 amounts for PCs listed), do not prorate 125 and 401k deductions
3. Supp Element - if Element is defined with PCs and those PCs have amounts, use it and prorate. If Element is the same as 125 FIT Element, then prorate
IPPE Ensure elements contain any new Pay Components created for Symmetry Taxation
IMUC Update any user calcs that may be referencing the State Work Earnings or State Work Tax, these may need to be updated to use State Res Earnings and State Res Tax.
|UPRLU|Ensure UPRLU has been run with Vertex Conversion = Y, if you originally ran payroll with Vertex. This will convert the necessary data into the Misc Tax Parameters.|Yes|
|IMCT|If the output from UPRLU is not providing the desired results ie: mapping may not be accurate based on the IPRLU set up for your employees, the mapping may need to be adjusted in the IMCT screen.| |
|IPRLU|Ensure employee records have been updated with Symmetry supported tax methods |Yes|
| |Ensure employee records have been updated with the appropriate Miscellaneous Parameters for the states in which they will be working in.|Yes|
| |Review employee records to determine if a State specific entry is required or if their current default or jurisdiction entry is sufficient.| |
| |Since tax results may vary if Tax Methods are defined with Self Adjust, review employee records to determine if the Tax Methods should be changed to No Self Adjust.| |
|IPPC|Review new PC Usages to determine if new Pay Components need to be defined|Yes|
| |Review PC descriptions to ensure naming convention does not include specific state names to reduce confusion. For example, review state work withholding and state residence withholding Pay Components. | |
| |Ensure PCs are defined for all appropriate State Res pay component usages (usages 6621 – 6633). For example, usage 6622 State Res. Deduction - Addnl Reg Tax| |
| |Review element set up for usages 6056, 6057, 6656 & 6657 for special 125/401k proration logic between Regular and Supplemental pay.\\1. No Supp Element – Proration of 125 and 401k amounts between Reg and Supp will take place.\\2. Supp Element - Empty Element defined (no PCs or 0 amounts for PCs listed), do not prorate 125 and 401k deductions.\\3. Supp Element - if Element is defined with PCs and those PCs have amounts, use it and prorate. If Element is the same as 125 FIT Element, then prorate.| |
|IPPE|Ensure elements contain any new Pay Components created for Symmetry Taxation| |
|IMUC|Update any user calcs that may be referencing the State Work Earnings or State Work Tax, these may need to be updated to use State Res Earnings and State Res Tax. | |
At line 45 removed 2 lines
This page (revision-6) was last changed on 26-Nov-2021 10:22 by jescottTop