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 138 added 19 lines
| |05 - % on element USTTPERC|- same as '04 - % on element'\\except sit_wages = ctd PC Usage 6652 USTPERC
| |06 - Flat Amount|- 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 = IPRLU State Tab Tax Amount (ust_tax_amount)
| |07 - By Supplemental Meth|- CalcMethod.Annualized\\- sit_wages = ctd PC Usage 6651 USTTERN\\- sit_wages is added to ssp_wages, zero out sit_wages\\- tax result will be stored as SSP tax
| |08 - Normal/0 Tax/Upd Wage|- same as '01 - Normal Method'\\- Store Regular Wages only, zero out tax amount
| |10 - PTD Method|- same as '01 - Normal Method', use ptd (not ctd)
| |11 - PTD Method + %|- same as '02 - Normal + %', use ptd (not ctd)
| |12 - PTD Method + Amount|- same as '03 - Normal + Amt', use ptd (not ctd)
| |99 - Do Not Calculate|- If ust_tax_method = '99' then\\STE.setStateParameters.exemptStatus = TRUE
Else\\STE. setStateParameters.exemptStatus = FALSE
| |Other Value|- same as '01 - Normal Method'
|Suppl Tax Method|X_UST_SUPPL_METHOD|- STEsetCalcMethodSIT.methodSupplementalWages
| |00 - Normal Method\\- Symmetry user only\\- Vertex does not support this\\ \\- if user is __not converted__ from Vertex, use this method 00 as the Default Method\\ \\- if user is converted from Vertex, user can use their existing Supl Tax Method set up for tax comparison\\ \\- after conversion, user may switch to use this Default Method\\ \\- for more information on Supplemental pay please see PR_US_IPRLU_Sup_Pay.doc\\ \\(Default Method)|- ssp_wages = ctd PC Usage 6655 USTSERN\\ \\If ssp_wages <> 0 then\\ \\(1) - for States that have a flat withholding %, Supplemental Tax Method = CALC_Method_Flat\\ \\(2) - for States that do not have a flat withholding %, Supplemental Tax Method = Current Aggregation. Current Aggregation adds supplemental wages to the regular wages and calculates the withholding amount using the annualized method on the combined wages. The difference between the withholding on the combined Reg & Supp and the withholding on Reg wages is the supplemental withholding amount.\\ \\List of States do not have flat %:AK,AZ,CT,DE,FL,HI,KY,LA,MA,MS,NH,NJ,SD,TN,TX,UT,WA,WY,PR\\ \\- 125 / 401k may be prorated by Reg and Sup wages, depending on element set up\\- taxable ssp_wages may be less 125 / 401k Sup portion
| |01 - Concur-% Meth (IPRLU%)\\ \\31 - Concur-% Meth (IDGV %)|ssp_wages = ctd PC Usage 6655 USTSERN\\If ssp_wages <> 0 then\\STE.setCalcMethod_SIT.methodSupplementalWages = e_CALC_Method_Flat\\Otherwise use e_CALC_Method_None\\ \\- 125 / 401k may be prorated by Reg and Sup wages\\- taxable ssp_wages may be less 125 / 401k Sup portion\\ \\- ssp tax = taxable ssp_wages * ssp_percent\\ \\- if Suppl Tax Method = 01 % Meth (IPRLU %), then ssp_percent = IPRLU ust_tax_percent if this exists\\ \\- if Suppl Tax Method = 31 % Meth (IDGV %), then ssp_percent = 0 (will not use IPRLU State %)\\ \\- if ssp_percent = 0, then ssp_percent is from IDGV State Level for 'Reg Type' = 'US State Regist n' for the State with 'Govt Rate Type' = __'US State Sup Rate'__ if exists\\ \\- otherwise ssp_percent = default Govt Rate
| |02 - Concur-Flat Amount|- same as 01 - Concur-% Meth to retrieve Taxable ssp_wages that is less 125 / 401k exemption\\ \\- ssp tax = IPRLU State Tab Tax Amount (ust_tax_amount)
| |03 - Concur-SIT Normal Method|- ssp_wages = ctd PC Usage 6655 USTSERN\\ \\- this method treats ssp_wages as Reg Wages\\ \\- ssp_wages is added to sit_wages, zero out ssp_wages\\- tax result will be stored as SIT tax
| |04 - Concur-Ann Sup Grs\\(Obsolete)|- Obsolete, this method uses the Default Method\\Same as Tax Method 01 - Meth
| |05 - Concur-Not Ann Suppl\\(Obsolete)|- Obsolete, this method uses the Default Method\\Same as Tax Method 01 - Meth
| |06 - Con-Norm/0 Tax/UpdWg|- Same as Suppl Tax Method 01 - Meth\\- Store SSP wages only, 0 tax
| |99 - Do Not Calculate - Supplemental Earnings will be set to zero, therefore Supplemental Tax will not be calculated
At line 139 removed 109 lines
05 - % on element USTTPERC - same as '04 - % on element'
except sit_wages = ctd PC Usage 6652 USTPERC
06 – Flat Amount - 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 = IPRLU State Tab Tax Amount (ust_tax_amount)
07 - By Supplemental Meth - CalcMethod.Annualized
- sit_wages = ctd PC Usage 6651 USTTERN
- sit_wages is added to ssp_wages, zero out sit_wages
- tax result will be stored as SSP tax
08 - Normal/0 Tax/Upd Wage - same as '01 - Normal Method’
- Store Regular Wages only, zero out tax amount
10 - PTD Method - same as '01 - Normal Method', use ptd (not ctd)
11 - PTD Method + % - same as '02 - Normal + %', use ptd (not ctd)
12 - PTD Method + Amount - same as '03 - Normal + Amt', use ptd (not ctd)
99 - Do Not Calculate - If ust_tax_method = '99' then
STE.setStateParameters.exemptStatus = TRUE
Else
STE. setStateParameters.exemptStatus = FALSE
Other Value - same as '01 - Normal Method’
Suppl Tax Method X_UST_SUPPL_METHOD - STEsetCalcMethodSIT.methodSupplementalWages
00 – Normal Method
- Symmetry user only
- Vertex does not support this
- if user is not converted from Vertex, use this method 00 as the Default Method
- if user is converted from Vertex, user can use their existing Supl Tax Method set up for tax comparison
- after conversion, user may switch to use this Default Method
- for more information on Supplemental pay please see PR_US_IPRLU_Sup_Pay.doc
(Default Method)
- ssp_wages = ctd PC Usage 6655 USTSERN
If ssp_wages <> 0 then
(1) - for States that have a flat withholding %, Supplemental Tax Method = CALC_Method_Flat
(2) - for States that do not have a flat withholding %, Supplemental Tax Method = Current Aggregation. Current Aggregation adds supplemental wages to the regular wages and calculates the withholding amount using the annualized method on the combined wages. The difference between the withholding on the combined Reg & Supp and the withholding on Reg wages is the supplemental withholding amount.
List of States do not have flat %:
AK,AZ,CT,DE,FL,HI,KY,LA,MA,MS,NH,NJ,SD,TN,TX,UT,WA,WY,PR
- 125 / 401k may be prorated by Reg and Sup wages, depending on element set up
- taxable ssp_wages may be less 125 / 401k Sup portion
01 - Concur-% Meth (IPRLU%)
31 - Concur-% Meth (IDGV %)
ssp_wages = ctd PC Usage 6655 USTSERN
If ssp_wages <> 0 then
STE.setCalcMethod_SIT.methodSupplementalWages = e_CALC_Method_Flat
Otherwise use e_CALC_Method_None
- 125 / 401k may be prorated by Reg and Sup wages
- taxable ssp_wages may be less 125 / 401k Sup portion
- ssp tax = taxable ssp_wages * ssp_percent
- if Suppl Tax Method = 01 % Meth (IPRLU %), then ssp_percent = IPRLU ust_tax_percent if this exists
- if Suppl Tax Method = 31 % Meth (IDGV %), then ssp_percent = 0 (will not use IPRLU State %)
- if ssp_percent = 0, then ssp_percent is from IDGV State Level for ‘Reg Type’ = ‘US State Regist n’ for the State with ‘Govt Rate Type’ = ‘US State Sup Rate’ if exists
- otherwise ssp_percent = default Govt Rate
02 - Concur-Flat Amount
- same as 01 - Concur-% Meth to retrieve Taxable ssp_wages that is less 125 / 401k exemption
- ssp tax = IPRLU State Tab Tax Amount (ust_tax_amount)
03 - Concur-SIT Normal Method
- ssp_wages = ctd PC Usage 6655 USTSERN
- this method treats ssp_wages as Reg Wages
- ssp_wages is added to sit_wages, zero out ssp_wages
- tax result will be stored as SIT tax
04 - Concur-Ann Sup Grs
(Obsolete)
- Obsolete, this method uses the Default Method
Same as Tax Method 01 – % Meth
05 - Concur-Not Ann Suppl
(Obsolete)
- Obsolete, this method uses the Default Method
Same as Tax Method 01 – % Meth
06 - Con-Norm/0 Tax/UpdWg - Same as Suppl Tax Method 01 – % Meth
- Store SSP wages only, 0 tax
99 - Do Not Calculate - Supplemental Earnings will be set to zero, therefore Supplemental Tax will not be calculated
This page (revision-29) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop