This page (revision-52) was last changed on 26-Nov-2021 10:22 by mmcfarland

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

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Version Date Modified Size Author Changes ... Change note
52 26-Nov-2021 10:22 23 KB mmcfarland to previous
51 26-Nov-2021 10:22 23 KB mmcfarland to previous | to last
50 26-Nov-2021 10:22 23 KB mmcfarland to previous | to last
49 26-Nov-2021 10:22 23 KB mmcfarland to previous | to last
48 26-Nov-2021 10:22 23 KB mmcfarland to previous | to last
47 26-Nov-2021 10:22 23 KB mmcfarland to previous | to last
46 26-Nov-2021 10:22 24 KB jescott to previous | to last
45 26-Nov-2021 10:22 24 KB jescott to previous | to last
44 26-Nov-2021 10:22 23 KB jmyers to previous | to last US TAX SERIES ==> US TAX SERIES(System_Preference)
43 26-Nov-2021 10:22 23 KB jmyers to previous | to last US TAX PORT NUM ==> US TAX PORT NUM(System_Preference)
42 26-Nov-2021 10:22 23 KB jmyers to previous | to last US TAX HOST NAME ==> US TAX HOST NAME(System_Preference)
41 26-Nov-2021 10:22 23 KB jmyers to previous | to last US STE LOG LEVEL ==> US STE LOG LEVEL(System_Preference)

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At line 268 changed one line
*Miscellaneous Identifiers are retrieved from Symmetry during the UPUTR process. These will be passed to the Symmetry Tax Server with this exact name for tax calculations in UPCALC, e.g. FILINGSTATUS
*Miscellaneous Identifiers are retrieved from Symmetry during the UPUTR process. These will be passed to the Symmetry Tax Server for tax calculations in UPCALC, e.g. FILINGSTATUS
At line 270 removed 2 lines
*The Reference Text field contains the editing information for the Miscellaneous Identifier
At line 272 added one line
*The Reference Text field contains the editing information for the Miscellaneous Identifier
At line 275 changed 2 lines
__Internal Miscellaneous Identifiers__
*Internal Miscellaneous Identifiers are automatically loaded in via the UPUTR process, these are used to provide Default Methods
*‘Federal’ taxation level means the Miscellaneous Identifier will be generated with State Name = ‘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
At line 278 changed 5 lines
||Level||Miscellaneous Identifier||Provided By||Allow IPRLU Override
|Federal|401K_CATCHUP|Internal|Yes
|State|STATE_ROUNDING|Legislative|No
|State|SUP_PAID_WITH_REG|Internal|Yes
|State|SUP_PAID_WITHOUT_REG|Internal|Yes
*‘State’ taxation level means the Miscellaneous Identifier will be generated with State Name = UPUTR selected list of States and will be used at the State Level taxation, these State Identifiers are specific to the defined State only.
At line 284 changed 2 lines
*Federal level means the Miscellaneous Identifier will be generated with State Name = 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
*The Miscellaneous Identifiers are given a usage to indicate where the Identifier is used within the application and who provided the Identifier.\\There are three types of Identifier usages:
**01 - Employee Level (STE)
**02 - Employee Level
**03 - Legislative Level
At line 287 changed one line
*State level means the Miscellaneous Identifier will be generated with State Name = UPUTR selected list of States and will be used at the State Level taxation, these State Identifiers are specific to the defined State only
*The Identifiers with a usage of ‘Employee Level (STE)’ are provided by the Symmetry Tax Engine and will be available in the IPRLU / IPRLUS screen for employees to provide their tax filing information. These parameters will be directly passed to the Symmetry Tax Engine for calculation.
At line 289 changed one line
*These Internal Miscellaneous Identifiers are used internally by UPCALC and will not be passed to the Symmetry Tax Engine
*The Identifiers with a usage of ‘Employee Level’ are system provided and will be interpreted by UPCALC prior to being passed to the Symmetry Tax Engine. These Identifiers will be available in the IPRLU / IPRLUS screens to select.
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*Certain Identifiers are defined according to Government Legislative Requirement which allows the Employer to override on IPUTP but however do not allow the employee to override at the employee level, these Identifiers are defined with Provided By = Legislative, e.g. STATE_ROUNDING
*The Identifiers with a usage of ‘Legislative Level’ are system provided and will be interpreted by UPCALC prior to being passed to the Symmetry Tax Engine. These Identifiers are Government Legislative type requirements allowing employers to provide/override tax requirements. These identifiers will not be available to the employee in IPRLU/IPRLUS.
At line 293 changed one line
*For the Internal Identifiers, the employee may optionally add this Identifier on IPRLLU MISC Tab to override the default value of IPUTP, e.g. SUP_PAID_WITH_REG
*The following table provides examples of each of the different usages and whether they allow an override on the IPRLU / IPRLUS screens.
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*For State Supplemental Tax calculation, please read PR_US_IPRLU_Sup_Pay_v1.0.doc for detail for the usage of SUP_PAID_WITH_REG and SUP_PAID_WITHOUT_REG
||Tax Level||Miscellaneous Identifier||Identifier Usage||Allow IPRLU Override
|Federal|401K_CATCHUP|Employee Level|Yes
|State|FILINGSTATUS|Employee Level (STE)|Yes
|State|STATE_ROUNDING|Legislative Level|No
|State|STATE_NEXUS|Legislative Level|No
|State|SUP_PAID_WITH_REG|Employee Level|Yes
|State|SUP_PAID_WITHOUT_REG|Employee Level|Yes
This page (revision-52) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop