This page (revision-29) 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
29 26-Nov-2021 10:22 29 KB mmcfarland to previous
28 26-Nov-2021 10:22 30 KB jmyers to previous | to last US TAX RECIP ==> US TAX RECIP(System_Preference)
27 26-Nov-2021 10:22 30 KB jescott to previous | to last
26 26-Nov-2021 10:22 30 KB jescott to previous | to last
25 26-Nov-2021 10:22 30 KB jmyers to previous | to last
24 26-Nov-2021 10:22 30 KB jmyers to previous | to last
23 26-Nov-2021 10:22 30 KB jmyers to previous | to last
22 26-Nov-2021 10:22 30 KB jmyers to previous | to last
21 26-Nov-2021 10:22 30 KB jmyers to previous | to last

Page References

Incoming links Outgoing links
US Taxation Processing - IPRLU Tax Methods
US Taxation Processing - IPRLU Tax Methods

Version management

Difference between version and

At line 107 changed one line
|Tier2 Ret Method\\(Not used)|X_URR_TIER2_RET_METHOD|- Railroad Tier2 Tax automatically invokes from Tier1 SOC Method, this method is not used
| |01 - RR Tier2 Self Adjust|
| |02 - RR Tier2 No Self Adjust|
| |03 - RR Tier2 Self Adjust at Max\\(Obsolete)|
| |99 - Do Not Calculate|
|RUIA Method|X_URR_RUIA_METHOD|- RUIA - Railroad Unemployment Insurance Act\\- If RUIA Method does not = 'Do not Calculate', RUIA will be calculated, regardless of 'Self Adjust' or 'No Self Adjust' method
| |01 - RR Tier2 Self Adjust|- RUIA will be calculated, there is no need to set up 'Self-Adjust' or 'No Self Adjust' method
| |02 - RR Tier2 No Self Adjust\\(Recommended)|- This is the recommended\\- RUIA will be calculated, there is no need to set up 'Self-Adjust' or 'No Self Adjust' method
| |03 - RR Tier2 Self Adjust at Max\\(Obsolete)
| |99 - Do Not Calculate|- RUIA will NOT be calculated
At line 109 changed 2 lines
Tier2 Ret Method
(Not used) X_URR_TIER2_RET_METHOD - Railroad Tier2 Tax automatically invokes from Tier1 SOC Method, this method is not used
!!State Level
At line 112 changed one line
01 - RR Tier2 Self Adjust
!State Level Field Description
At line 114 removed 2 lines
02 - RR Tier2 No Self Adjust
At line 117 changed 81 lines
03 - RR Tier2 Self Adjust at Max
(Obsolete)
99 - Do Not Calculate
RUIA Method
X_URR_RUIA_METHOD - RUIA - Railroad Unemployment Insurance Act
- If RUIA Method does not = ‘Do not Calculate’, RUIA will be calculated, regardless of ‘Self Adjust’ or ‘No Self Adjust’ method
01 - RR Tier2 Self Adjust
- RUIA will be calculated, there is no need to set up ‘Self-Adjust’ or ‘No Self Adjust’ method
02 - RR Tier2 No Self Adjust
(Recommended)
- This is the recommended
- RUIA will be calculated, there is no need to set up ‘Self-Adjust’ or ‘No Self Adjust’ method
03 - RR Tier2 Self Adjust at Max
(Obsolete)
99 - Do Not Calculate
- RUIA will NOT be calculated
4 State Level
4.1 State Level Field Description
State Tab Description IPRLU Value Symmetry Description
Filing Status Lexicon: X_UST_FILING_STATUS - IPRLU State Tab ‘Filing Status’ is replaced by IPRLU MISCELLANEOUS Tab Misc. Identifier = ‘FILINGSTATUS’
- all employees must file their State Filing Status by each WORK State that they will be working in
- if the user is converting from Vertex Taxation and would like to use both Vertex and Symmetry, the State Filing Status must be set up for Vertex
- for Symmetry users, the Filing Status under State tab is for information only. This field is only available in IPRLU, it was not added to IPRLUS
00 – Not Applicable - For Symmetry taxation, user may enter
‘00 – Not Applicable’ or enter the following Filing Status, this is for information only
01 – Single - Not Used, Information only
02 – Married - Not Used, Information only
03 – Head of Household - Not Used, Information only
04 – Married-File Separate - Not Used, Information only
05 – State Filing Status 05 to 09 - Not Used
Tax Method Lexicon X_UST_TAX_METHOD - CalcMethod_SIT.methodRegularWages
01 - Normal Method
(Default Method)
- CalcMethod.Annualized
- sit_wages = ctd PC Usage 6651 USTTERN
- 125 / 401k may be prorated by Reg and Sup wages, depending on element set up
- taxable sit_wages may be less 125 / 401k Reg portion
- Store Regular SIT Wages and SIT Tax
02 – Normal Method + % - same as 01 - Normal Method to retrieve Taxable sit_wages that may be less 125 / 401k exemption
- if IPCT Pay Catg = Regular Pay, then
sit_addn_tax = taxable sit_wages * ust_add_tax_per_period
- sit_addn_tax will be stored in State Additional Tax PC Usages for the RES or WORK State if the additional tax pay components are defined
- otherwise sit_addn_tax will be stored with SIT Tax
03 – Normal Method + Amount - same as 01 - Normal Method
- if IPCT Pay Catg = Regular Pay, then
||State Tab Description||IPRLU Value||Symmetry Description
|Filing Status|Lexicon: X_UST_FILING_STATUS|- IPRLU State Tab 'Filing Status' is replaced by IPRLU __MISCELLANEOUS Tab__ Misc. Identifier = __'FILINGSTATUS'__\\ \\- all employees must file their State Filing Status by each WORK State that they will be working in\\ \\- if the user is converting from Vertex Taxation and would like to use both Vertex and Symmetry, the State Filing Status must be set up for Vertex\\ \\- for Symmetry users, the Filing Status under State tab is for information only. This field is only available in IPRLU, it was not added to IPRLUS
| |00 - Not Applicable|- For Symmetry taxation, user may enter '00 - Not Applicable' or enter the following Filing Status, this is for information only
| |01 - Single|- Not Used, Information only
| |02 - Married|- Not Used, Information only
| |03 - Head of Household|- Not Used, Information only
| |04 - Married-File Separate|- Not Used, Information only
| |05 - State Filing Status 05 to 09|- Not Used
|Tax Method|Lexicon X_UST_TAX_METHOD|- CalcMethod_SIT.methodRegularWages
| |01 - Normal Method\\(Default Method)|- CalcMethod.Annualized\\- sit_wages = ctd PC Usage 6651 USTTERN\\ \\- 125 / 401k may be prorated by Reg and Sup wages, depending on element set up\\- taxable sit_wages may be less 125 / 401k Reg portion\\- Store Regular SIT Wages and SIT Tax
| |02 - Normal Method + %|- same as 01 - Normal Method to retrieve Taxable sit_wages that may be less 125 / 401k exemption\\ \\- if IPCT Pay Catg = Regular Pay, then sit_addn_tax = taxable sit_wages * ust_add_tax_per_period\\ \\- sit_addn_tax will be stored in State Additional Tax PC Usages for the RES or WORK State if the additional tax pay components are defined\\ \\- otherwise sit_addn_tax will be stored with SIT Tax
| |03 - Normal Method + Amount|- same as 01 - Normal Method\\- if IPCT Pay Catg = Regular Pay, then
At line 136 added 2 lines
| |04 - % on element USTTERN|- same as 01 - Normal Method to retrieve Taxable sit_wages that may be less 125 / 401k exemption\\- sit_wages = ctd PC Usage 6651 USTTERN\\- sit tax = taxable sit_wages * sit_percent\\ \\- sit_percent = IPRLU ust_tax_percent if this exists\\ \\- otherwise from IDGV State Level for
'Reg Type' = 'US State Regist n' for the State with 'Govt Rate Type' = 'US State Tax Rate' if exists\\ \\- otherwise sit_percent = 0,\\- this defaults to 01 - Normal Method calculation
At line 200 removed 13 lines
04 - % on element USTTERN - same as 01 - Normal Method to retrieve Taxable sit_wages that may be less 125 / 401k exemption
- sit_wages = ctd PC Usage 6651 USTTERN
- sit tax = taxable sit_wages * sit_percent
- sit_percent = IPRLU ust_tax_percent if this exists
- otherwise from IDGV State Level for
‘Reg Type’ = ‘US State Regist n’ for the State with
‘Govt Rate Type’ = ‘US State Tax Rate’ if exists
- otherwise sit_percent = 0,
- this defaults to 01 – Normal Method calculation
This page (revision-29) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop