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)

Page References

Incoming links Outgoing links

Version management

Difference between version and

At line 9 changed one line
UDGNIS process loads in the ‘US Geographic Names Information System (GNIS)’ information from the Symmetry Tax Server into the ePersonality system. The process will load in all Counties, Cities, Schools, Municipalities, and Zip Codes for each state selected in the parameters. Please refer to the document ‘PR_US_Load_GNIS.doc’ for more detailed information as to how the UDGNIS function works.
UDGNIS process loads in the ‘US Geographic Names Information System (GNIS)’ information from the Symmetry Tax Server into the ePersonality system. The process will load in all Counties, Cities, Schools, Municipalities, and Zip Codes for each state selected in the parameters. Please refer to the document ‘PR_US_Load_GNIS.doc’ for more detailed information as to how the UDGNIS function works.
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!IDCO – Define Countries
!IDCO – Define Countries
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!IDSP – Define States and Provinces
!IDSP – Define States and Provinces
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*State Code ‘00’ is used for Federal Level Taxation
*State Code ‘00’ is used for Federal Level Taxation
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!IDCN – Define Counties
!IDCN – Define Counties
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!IDCI – Define Cities
!IDCI – Define Cities
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*At the City Level, the entire combination of ‘State-County-City’ codes will form a valid GNIS code for Symmetry Taxation, e.g. 06-001-1655980 is for Dublin, Alameda, California
*At the City Level, the entire combination of ‘State-County-City’ codes will form a valid GNIS code for Symmetry Taxation, e.g. 06-001-1655980 is for Dublin, Alameda, California
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!IDSD – Define School Districts
!IDSD – Define School Districts
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!IDMN – Define Municipalities
!IDMN – Define Municipalities
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!IDZR – Maintain ZIP Ranges
!IDZR – Maintain ZIP Ranges
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__IDZR - COUNTY_ZIP RANGES Tab – Used by Symmetry Taxation__
__IDZR - COUNTY_ZIP RANGES Tab – Used by Symmetry Taxation__
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*For Symmetry Taxation, the ‘COUNTY ZIP RANGES’ tab is used
*For Symmetry Taxation, the ‘COUNTY ZIP RANGES’ tab is used
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__IDZR - JURISDICTION ZIP RANGES Tab – Used by Vertex Taxation Only__
__IDZR - JURISDICTION ZIP RANGES Tab – Used by Vertex Taxation Only__
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*For Vertex Taxation, please use ‘JURISDICTION ZIP RANGES’ Tab
*To view the list of ZIP codes by Vertex GEO Codes, please click GEO Code entries with GEO Type = ‘City’
*During UDGNIS Vertex conversion, the unused Vertex ZIP ranges are removed, the new ZIP ranges are loaded by County and City, therefore after conversion, there may be no ZIP entries on ‘JURISDICTION ZIP RANGES’ Tab, user should use the ‘COUNTY ZIP RANGES’ Tab after conversion
*For Vertex Taxation, please use ‘JURISDICTION ZIP RANGES’ Tab
*To view the list of ZIP codes by Vertex GEO Codes, please click GEO Code entries with GEO Type = ‘City’
*During UDGNIS Vertex conversion, the unused Vertex ZIP ranges are removed, the new ZIP ranges are loaded by County and City, therefore after conversion, there may be no ZIP entries on ‘JURISDICTION ZIP RANGES’ Tab, user should use the ‘COUNTY ZIP RANGES’ Tab after conversion
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!IDTX – Tax Jurisdiction Concepts
!IDTX – Tax Jurisdiction Concepts
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*UDGNIS is the process which loads in all ‘US Geographic Names Information System (GNIS)’ Location codes into the system
*UDGNIS is the process which loads in all ‘US Geographic Names Information System (GNIS)’ Location codes into the system
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!IDTX – Tax Jurisdiction Screen Layout
!IDTX – Tax Jurisdiction Screen Layout
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*GEO Code ’00-000-0000’ is used for Federal Level Taxation, UDGNIS automatically loads in this entry
*GEO Code ’00-000-0000’ is used for Federal Level Taxation, UDGNIS automatically loads in this entry
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*#user can click the GEO Code icon to pop into the ‘Tax Jurisdiction Editor Utility’ dialog Box
*#user can click the GEO Code icon to pop into the ‘Tax Jurisdiction Editor Utility’ dialog Box
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*For IDLN, IEPI, IEAS, IPTR, IPPH screens that need the Jurisdiction Code, these screens will pop into ‘Tax Jurisdiction Editor Utility’ with GEO Code icon to enter Jurisdiction Information
*For IDLN, IEPI, IEAS, IPTR, IPPH screens that need the Jurisdiction Code, these screens will pop into ‘Tax Jurisdiction Editor Utility’ with GEO Code icon to enter Jurisdiction Information
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*Click GEO Code icon to pop into the ‘Tax Jurisdiction Editor Utility’ dialog Box
*On IDTX, select a State, then click the Add icon , then click the GEO Code icon to pop into the ‘Tax Jurisdiction Editor Utility’ dialog box.
*Click GEO Code icon to pop into the ‘Tax Jurisdiction Editor Utility’ dialog Box
*On IDTX, select a State, then click the Add icon , then click the GEO Code icon to pop into the ‘Tax Jurisdiction Editor Utility’ dialog box.
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!IDTX – Tax Jurisdiction Dialog Box
!IDTX – Tax Jurisdiction Dialog Box
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When IDTX, IDLN, IEPI, IEAS, IPTR, IPPH screen requires a Jurisdiction code, the user can click the icon beside the GEO Code field which will pop up the ‘Tax Jurisdiction Editor Utility’ dialog Box.
When IDTX, IDLN, IEPI, IEAS, IPTR, IPPH screen requires a Jurisdiction code, the user can click the icon beside the GEO Code field which will pop up the ‘Tax Jurisdiction Editor Utility’ dialog Box.
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In the ‘Tax Jurisdiction Editor Dialog there are 2 sections to enter information, the user can enter information in either one:\\ \\
In the ‘Tax Jurisdiction Editor Dialog there are 2 sections to enter information, the user can enter information in either one:\\ \\
At line 194 changed 2 lines
When doing lookup for County, City, Municipality or School, if the user does not know the code of the County or City, the user may use ‘%’ to lookup the column, e.g. %Ph will display the list that contains ‘Ph’
When doing lookup for County, City, Municipality or School, if the user does not know the code of the County or City, the user may use ‘%’ to lookup the column, e.g. %Ph will display the list that contains ‘Ph’
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The following is a list of screens that contain the Tax Jurisdiction.
The following is a list of screens that contain the tax jurisdiction:
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IDLN - Define Locations
*IDLN - Define Locations
*IDTX – Define Tax Jurisdictions
*IEPI – Maintain Personal Information
*IEAS – Maintain Assignments
*IEHR – Establish Personnel Profiles
*IEQH – Quick Hire Employees
*IPTR – Maintain Pay Transactions
*IPPH – Maintain Employee Pays
At line 209 removed 17 lines
IDTX – Define Tax Jurisdictions
IEPI – Maintain Personal Information
IEAS – Maintain Assignments
IEHR – Establish Personnel Profiles
IEQH – Quick Hire Employees
IPTR – Maintain Pay Transactions
IPPH – Maintain Employee Pays
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!IDGV – Maintain Government Registrations
!IDGV – Maintain Government Registrations
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INSERT IMAGE 5.1
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*IDGV Government Registrations must be set up by ‘Registration Type’ for Federal, State, Local Level
*The user may also define IDGV Government Registration by County or City if necessary
*The Year End document describes the reporting requirement of the Government Registration
*Any Government Rates defined in IDGV for a specific Government Registration will override those defined in IPUTR.
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• IDGV Government Registrations must be set up by ‘Registration Type’ for Federal, State, Local Level
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• The user may also define IDGV Government Registration by County or City if necessary
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• The Year End document describes the reporting requirement of the Government Registration
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• Any Government Rates defined in IDGV for a specific Government Registration will override those defined in IPUTR.
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!IPUTR – Maintain US Tax Rates
!IPUTR – Maintain US Tax Rates
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• The user MUST run UPUTR to load in US Tax Rates by Effective Date
• The user MUST run UPUTR to load in US Tax Rates by Effective Date
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• Please read the documentation PR_US_Load_Tax_Rates.doc for detail
• Please read the documentation PR_US_Load_Tax_Rates.doc for detail
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• The user may click the applicable State to view the Tax Rates
• The user may click the applicable State to view the Tax Rates
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• Tax Rate Seq is in Format of ‘XXnnnn’ where XX is the State code and nnnn is a consecutive 4 digit number
• Tax Rate Seq is in Format of ‘XXnnnn’ where XX is the State code and nnnn is a consecutive 4 digit number
At line 260 changed one line
• The State Code for Federal Level is 00
• The State Code for Federal Level is 00
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• Tax Identifier is retrieved from Symmetry, the format is pre-defined by Symmetry and contains the Tax Type
• Tax Identifier is retrieved from Symmetry, the format is pre-defined by Symmetry and contains the Tax Type
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• The Tax Rate, Wage Base information are provided by Symmetry or may contain zero to indicate this Tax Type will be calculated
• The Tax Rate, Wage Base information are provided by Symmetry or may contain zero to indicate this Tax Type will be calculated
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• To sort by Effective Date, user may drag the Effective Date column to the left side of the State Column
• To sort by Effective Date, user may drag the Effective Date column to the left side of the State Column
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!IPUTR – Override Tax Rates
!IPUTR – Override Tax Rates
At line 275 changed one line
• To calculate ER FUTA / SUTA, Symmetry requires clients to define an override tax rate for both FUTA and SUTA as these are typically different for each client.
• To calculate ER FUTA / SUTA, Symmetry requires clients to define an override tax rate for both FUTA and SUTA as these are typically different for each client.
At line 277 changed one line
• The users have 2 options to set up ER FUTA / SUTA override rates:
• The users have 2 options to set up ER FUTA / SUTA override rates:
At line 279 changed one line
(1) On IDGV for FUTA set up Reg Type ‘US FUTA Regist n’ with ‘US FUTA Rate’ for every IDGV registration . For SUTA for the appropriate state/registration set up Govt Rate Type ‘US SUI ER’.
(1) On IDGV for FUTA set up Reg Type ‘US FUTA Regist n’ with ‘US FUTA Rate’ for every IDGV registration . For SUTA for the appropriate state/registration set up Govt Rate Type ‘US SUI ER’.
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• The IDGV Rate will be used if one exists, otherwise the IPUTR Rate will be used
• The IDGV Rate will be used if one exists, otherwise the IPUTR Rate will be used
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!IPUTP – Maintain US Tax Parameters
!IPUTP – Maintain US Tax Parameters
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• The user MUST run UPUTR to load in US Miscellaneous Tax Parameters for Federal and State taxation
• The user MUST run UPUTR to load in US Miscellaneous Tax Parameters for Federal and State taxation
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• Please read the document PR_US_Load_Tax_Rates.doc for specific detail on how to run UPUTR
• Please read the document PR_US_Load_Tax_Rates.doc for specific detail on how to run UPUTR
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• The user may select the applicable State from the find block to view the State Miscellaneous Parameters by Misc. Tax Parm.
• The user may select the applicable State from the find block to view the State Miscellaneous Parameters by Misc. Tax Parm.
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• 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 with this exact name for tax calculations in UPCALC, e.g. FILINGSTATUS
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• The Reference Text field contains the editing information for the Miscellaneous Identifier
• The Reference Text field contains the editing information for the Miscellaneous Identifier
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• The IPUTP screen information will be used by the IPRLU Miscellaneous tab for each employee to enter their filing information by State
• The IPUTP screen information will be used by the IPRLU Miscellaneous tab for each employee to enter their filing information by State
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• Internal Miscellaneous Identifiers are automatically loaded in via the UPUTR process, these are used to provide Default Methods
• Internal Miscellaneous Identifiers are automatically loaded in via the UPUTR process, these are used to provide Default Methods
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• ‘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
• ‘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
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• ‘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
• ‘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
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• These Internal Miscellaneous Identifiers are used internally by UPCALC and will not be passed to the Symmetry Tax Engine
• These Internal Miscellaneous Identifiers are used internally by UPCALC and will not be passed to the Symmetry Tax Engine
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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
• 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
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• 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
• 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
At line 330 changed one line
• 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
• 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
At line 336 changed one line
!IPCU – Define Pay Component Usages
!IPCU – Define Pay Component Usages
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• All US PC Usages are delivered and loaded into the system during each release of US Taxation
• All US PC Usages are delivered and loaded into the system during each release of US Taxation
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• The user should go into IPPC screen to set up Pay Components for the PC Usage Codes that are to be used by UPCALC
• The user should go into IPPC screen to set up Pay Components for the PC Usage Codes that are to be used by UPCALC
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• For a list of US PC Usages, please read the document PR_US_PC_Usages.doc
• For a list of US PC Usages, please read the document PR_US_PC_Usages.doc
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• The ‘Associated Pay Components’ section shows a list of Pay Components that are defined for the PC Usage Code
• The ‘Associated Pay Components’ section shows a list of Pay Components that are defined for the PC Usage Code
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- UPCALC will store the Tax Result for ‘New York Metropolitan Commuter Transportation Mobility Tax’ in PC Usage 7452, i.e. store in PC 6962
- UPCALC will store the Tax Result for ‘New York Metropolitan Commuter Transportation Mobility Tax’ in PC Usage 7452, i.e. store in PC 6962
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!IPPC – Define Pay Components
!IPPC – Define Pay Components
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• The user should go into the IPPC screen to set up Pay Components for the PC Usage Codes that will be used in UPCALC
• The user should go into the IPPC screen to set up Pay Components for the PC Usage Codes that will be used in UPCALC
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!IPRLU – Miscellaneous Tab
!IPRLU – Miscellaneous Tab
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• IPRLU is the original Tax Filing screen where employees must have defined their Tax Filing information. The IPRLU contains all of the original fields used by Vertex. A new tab has been added for the Misc Tax Parameters needed for Symmetry.
• IPRLU is the original Tax Filing screen where employees must have defined their Tax Filing information. The IPRLU contains all of the original fields used by Vertex. A new tab has been added for the Misc Tax Parameters needed for Symmetry.
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• All employees MUST be set up on IPRLU MISCELLANEOUS Tab prior to running UPCALC to calculate US Taxation by Symmetry
• All employees MUST be set up on IPRLU MISCELLANEOUS Tab prior to running UPCALC to calculate US Taxation by Symmetry
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• IPRLU can be set up without a State code, this entry will be used for multiple States, then if the specific State IPRLU entry is set up, this overrides the generic State IPRLU entry
• IPRLU can be set up without a State code, this entry will be used for multiple States, then if the specific State IPRLU entry is set up, this overrides the generic State IPRLU entry
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• When IPRLU is set up without a State, the Misc. Tax Seq can be entered for many States, the Reference Text will help the user to enter the correct information in the Field Variable
• When IPRLU is set up without a State, the Misc. Tax Seq can be entered for many States, the Reference Text will help the user to enter the correct information in the Field Variable
At line 374 changed one line
• If the Misc. Tax Seq Field Type is ‘Char’ and the Reference Text specifies a list of values, the Field Variable will be edited with this list of values, e.g. 000001 FILINGSTATUS only allows S or M or MH or NRA
• If the Misc. Tax Seq Field Type is ‘Char’ and the Reference Text specifies a list of values, the Field Variable will be edited with this list of values, e.g. 000001 FILINGSTATUS only allows S or M or MH or NRA
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• When IPRLU is set up with a State, the Misc. Tax Seq must be entered for that specific State only, this IPRLU entry contains pertaining information to be used for this State only
• When IPRLU is set up with a State, the Misc. Tax Seq must be entered for that specific State only, this IPRLU entry contains pertaining information to be used for this State only
At line 378 changed one line
!IPRLUS – New Tax Filing Screen
!IPRLUS – New Tax Filing Screen
At line 383 changed 3 lines
• IPRLUS is a new trimmed down version of the IPRLU used for Symmetry taxation. The fields that were solely used by Vertex have been removed from this new screen, therefore this screen should only be used for Symmetry.
• The Misc Tax Parameters have been added to the State tab as there is now more room in the tab to house this information.
• The functionality of the screen remains the same as the original IPRLU as noted in the previous section.
• IPRLUS is a new trimmed down version of the IPRLU used for Symmetry taxation. The fields that were solely used by Vertex have been removed from this new screen, therefore this screen should only be used for Symmetry.
• The Misc Tax Parameters have been added to the State tab as there is now more room in the tab to house this information.
• The functionality of the screen remains the same as the original IPRLU as noted in the previous section.
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!IPPH – Pay Jurisdiction Tab
!IPPH – Pay Jurisdiction Tab
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• If the Pay Stage is prior to ‘Calculated / Paid’, the Work Jurisdiction and Home Jurisdiction Area can be used to enter the Home Tax Jurisdiction and Work Tax Jurisdiction, note that these can also be entered on the PAY HEADER Tab
• If the Pay Stage is prior to ‘Calculated / Paid’, the Work Jurisdiction and Home Jurisdiction Area can be used to enter the Home Tax Jurisdiction and Work Tax Jurisdiction, note that these can also be entered on the PAY HEADER Tab
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• The user can click the Jurisdiction Name to lookup or to pop into the ‘Tax Jurisdiction Editor Dialog’ Box to enter State, County, City, Municipality and School
• The user can click the Jurisdiction Name to lookup or to pop into the ‘Tax Jurisdiction Editor Dialog’ Box to enter State, County, City, Municipality and School
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• The Tax Jurisdiction is returned by Lookup or the ‘Tax Jurisdiction Editor Dialog’ Box and becomes the ‘Pay Jurisdiction’ of this pay
• The Tax Jurisdiction is returned by Lookup or the ‘Tax Jurisdiction Editor Dialog’ Box and becomes the ‘Pay Jurisdiction’ of this pay
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• On the ‘PAY LINES’ Tab, each Pay Line Jurisdiction may specify the Work Jurisdiction of this line so that the Hours and Earnings are allocated to the specified Work Jurisdiction of this line
• On the ‘PAY LINES’ Tab, each Pay Line Jurisdiction may specify the Work Jurisdiction of this line so that the Hours and Earnings are allocated to the specified Work Jurisdiction of this line
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• After this Pay is calculated by Trial Calc or UPCALC, the Tax Audit Information will be displayed for the list of Jurisdictions, and the summary of all Pay Components are displayed on ‘PAY AMOUNTS’ Tab
• After this Pay is calculated by Trial Calc or UPCALC, the Tax Audit Information will be displayed for the list of Jurisdictions, and the summary of all Pay Components are displayed on ‘PAY AMOUNTS’ Tab
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!IPVT – View Employee Pay Totals
!IPVT – View Employee Pay Totals
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• After UPCLOZ the Pay Header’s Work Jurisdictions and Home Jurisdiction will be updated into IPVT YTD / QTD
• After UPCLOZ the Pay Header’s Work Jurisdictions and Home Jurisdiction will be updated into IPVT YTD / QTD
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!IPGH – Manage Government Report Details
!IPGH – Manage Government Report Details
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• RPYEU will generate IPGH information by Jurisdictions
• RPYEU will generate IPGH information by Jurisdictions
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• IPGH ‘PAY JURISDICTION’ Tab allows the user to view the Jurisdiction information
• IPGH ‘PAY JURISDICTION’ Tab allows the user to view the Jurisdiction information
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!!Site Preference – US Taxation
!!Site Preference – US Taxation
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!IMST – Site Preference
!IMST – Site Preference
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• For each Database Server, the above IMST Site Preferences should be set up during the installation of US Symmetry taxation
• For each Database Server, the above IMST Site Preferences should be set up during the installation of US Symmetry taxation
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0, N – N/A, client is not using US Taxation, UPCALC is used for BE/AT purposes only
1 – Main US tax module, the Symmetry Tax Engine (STE) is used
L – Legacy Series, the Vertex COBOL version tax module is used
Q – Quantum Q Series Tax Calculation, not supported, will remove later
0, N – N/A, client is not using US Taxation, UPCALC is used for BE/AT purposes only
1 – Main US tax module, the Symmetry Tax Engine (STE) is used
L – Legacy Series, the Vertex COBOL version tax module is used
Q – Quantum Q Series Tax Calculation, not supported, will remove later
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- “DEBUG”, “INFO”, “WARN”, “ERROR”, “FATAL”, “OFF”, NULL
- this should be set to ‘DEBUG’ as default, when Trail Calc or UPCALC is run in Utility Trace, this Log Level will be used
- “DEBUG”, “INFO”, “WARN”, “ERROR”, “FATAL”, “OFF”, NULL
- this should be set to ‘DEBUG’ as default, when Trail Calc or UPCALC is run in Utility Trace, this Log Level will be used
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- please set to ‘DEBUG’ to see all information when running in Trace
- please set to ‘DEBUG’ to see all information when running in Trace