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 13 changed 2 lines
| |Define the US STE LOG DIR preference to specify the Output directory for the Symmetry log file.|Yes |
| |Define the US STE LOG LEVEL preference to specify the Symmetry logging level that will be passed to STE_LOGGING_LEVEL|Yes |
| |Define the US STE LOG DIR preference to specify the Output directory for the Symmetry log file.| |
| |Define the US STE LOG LEVEL preference to specify the Symmetry logging level that will be passed to STE_LOGGING_LEVEL| |
At line 19 changed 2 lines
| |Create any new entries that may be required for your employees jurisdictions| |
| |Create a default tax jurisdiction. This default jurisdiction is used in replace of the base state jurisdiction i.e. 36-000-0000. This will be used by UPCALC as a default jurisdiction when it encounters a pay header with a base state jurisdiction. Please read [US Default Jurisdiction] document for details|Yes |
| |Create any new entries that may be required for your employees jurisdictions| |
At line 25 changed 4 lines
| |Review each Tax Identifier for all States in which you calculate tax for. If a Tax Identifier is not to be calculated by Symmetry ensure the Do Not Calculate toggle is checked.| |
| IDGV |If paying in a state that has a reduced FUTA tax credit, for example Michigan, provide the reduced FUTA rate using the Govt Rate Type ‘US FUTA Rate’ for the state entry| |
| |Insert Default Tax Jurisdiction entry using the default jurisdiction created in [IDTX]. Create entry with the Registration Type of ‘US State All Reg Type Juris’ or ‘US State Reg% Jurisdiction’. Please read [US Default Jurisdiction] document for details|Yes |
| |If there is only 1 Govt Registration number, remove any tax rates or maximum wage bases that are now in [IPUTR]. If the rates or wage base differ per registration these should be left in IDGV. | |
| |Review each Tax Identifier for all States in which you calculate tax for. If a Tax Identifier is not to be calculated by Symmetry ensure the Do Not Calculate toggle is checked.| |
At line 41 removed 2 lines
| |Build new PCs to replace Vertex pretax benefits for regular wages (pc usage 6053, 6054, 6653 and 6654). Review new benefit type PC Usages to determine which are needed for your business. \\PC Usage 7901 – 7909 Federal PreTax Regular \\ PC Usage 7951 – 7959 State PreTax Regular \\ PC Usage 7801 – 7820 Custom PreTax Regular (used for items such as Pension)\\See [US Benefit Types|US BENEFIT TYPES] for details |Yes |
| |Build new PCs to replace Vertex pretax benefits for supplemental wages (pc usages 6056, 6057, 6656, 6657). Review new benefit type PC Usages to determine which are needed. \\PC Usage 7921 - 7929 Federal PreTax Supplemental\\PC Usage 7971 – 7979 State PreTax Supplemental\\PC Usage 7821 – 7830 Custom PreTax Supplemental (used for items such as Pension)\\Review to determine if proration logic of 125/401k deductions between Regular and Supplemental pay should occur. \\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\\ See [US Benefit Types|US BENEFIT TYPES] & [US Taxation Supplemental Pay Processing] for details | |
This page (revision-6) was last changed on 26-Nov-2021 10:22 by jescottTop