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 180 changed 3 lines
02 – Calc by US Taxation - using this method WC will be calculated using the rates provided by Symmetry for the individual states. This method does not take into consideration the classes and rates defined in IWC.
99 – Do Not Calculate
| |02 - Calc by US Taxation|- using this method WC will be calculated using the rates provided by Symmetry for the individual states. This method does not take into consideration the classes and rates defined in IWC.
99 – Do Not Calculate
At line 187 changed one line
On IMST screen, user should set up the default Site Preference for [US TAX RECIP] with the saved value of the appropriate selection from the X_UST_RECIPROCATION lexicon, then at employee level, user may set up employee’s Reciprocity Agreement as an override to IMST Site Preference.
On IMST screen, user should set up the default Site Preference for [US TAX RECIP] with the saved value of the appropriate selection from the X_UST_RECIPROCATION lexicon, then at employee level, user may set up employee’s Reciprocity Agreement as an override to IMST Site Preference.
At line 191 changed one line
00 – Default (PPH Work/Res GEO)
00 – Default (PPH Work/Res GEO)
At line 193 changed one line
- Pay Lines Earnings are allocated according to Pay Header’s Work and Home Jurisdiction
- Pay Lines Earnings are allocated according to Pay Header’s Work and Home Jurisdiction
At line 195 changed one line
- if the Pay Line’s Tax Jurisdiction is the same as Pay Header’s Home Jurisdiction, this Pay Line’s earnings is allocated to Pay Header’s Home Jurisdiction
- if the Pay Line’s Tax Jurisdiction is the same as Pay Header’s Home Jurisdiction, this Pay Line’s earnings is allocated to Pay Header’s Home Jurisdiction
At line 197 changed one line
- if the Pay Line’s Tax Jurisdiction is NOT the same as Pay Header’s Home Jurisdiction, this Pay Line’s earnings is allocated to Pay Header’s Work Jurisdiction
- if the Pay Line’s Tax Jurisdiction is NOT the same as Pay Header’s Home Jurisdiction, this Pay Line’s earnings is allocated to Pay Header’s Work Jurisdiction
At line 199 changed one line
- if a Pay Line does not specify a Tax Jurisdiction, this Pay Line’s Earnings will be allocated to Pay Header’s Work Jurisdiction
- if a Pay Line does not specify a Tax Jurisdiction, this Pay Line’s Earnings will be allocated to Pay Header’s Work Jurisdiction
At line 203 changed 2 lines
01 – NR Certificate Filed
- Pay Lines Earnings are allocated the same way as 00 –Default
01 – NR Certificate Filed
- Pay Lines Earnings are allocated the same way as 00 –Default
At line 207 changed one line
02 – Calc WORK Tax
02 – Calc WORK Tax
At line 209 changed one line
- All Pay Lines Earnings are allocated according to Pay Header’s WORK Jurisdiction
- All Pay Lines Earnings are allocated according to Pay Header’s WORK Jurisdiction
At line 211 changed one line
03 – Calc RES Tax
03 – Calc RES Tax
At line 213 changed one line
- All Pay Lines Earnings are allocated according to Pay Header’s HOME Jurisdiction
- All Pay Lines Earnings are allocated according to Pay Header’s HOME Jurisdiction
At line 215 changed one line
04 – Calc WORK / RES
04 – Calc WORK / RES
At line 217 changed one line
- same as 00 – Default
- same as 00 – Default
At line 220 changed 2 lines
# of Exemption 1 Not Used by Symmetry - Not Used – replaced by MISCELLANEOUS Tab
Misc. Identifier = ‘TOTALALLOWANCES’ or similar Misc. Identifier for different State
# of Exemption 1 Not Used by Symmetry - Not Used – replaced by MISCELLANEOUS Tab
Misc. Identifier = ‘TOTALALLOWANCES’ or similar Misc. Identifier for different State
At line 228 changed one line
Add’l Exemption Not Used by Symmetry - Not Used
Add’l Exemption Not Used by Symmetry - Not Used
At line 236 changed 2 lines
- Additional Tax will be stored in Add’n Tax PC according to IPPR ‘Additional Tax Option’
- if Reg Gross = 0, if IPPR Option = ‘Always’, then Add’n Tax will be stored
- Additional Tax will be stored in Add’n Tax PC according to IPPR ‘Additional Tax Option’
- if Reg Gross = 0, if IPPR Option = ‘Always’, then Add’n Tax will be stored
At line 240 changed 3 lines
Add’l Tax For Res Optional, this is used by Symmetry - indicates if the Add’n Tax is applicable to Res State
- if ’01 – Add Tax for Res’, then Add’n Tax will be taken for Res State
- default is ‘01’ when this field is not set up
Add’l Tax For Res Optional, this is used by Symmetry - indicates if the Add’n Tax is applicable to Res State
- if ’01 – Add Tax for Res’, then Add’n Tax will be taken for Res State
- default is ‘01’ when this field is not set up
At line 245 changed one line
Add’l Tax For Work Optional, this is used by Symmetry - Same as ‘Add’l Tax for Res’ but use for Work State
Add’l Tax For Work Optional, this is used by Symmetry - Same as ‘Add’l Tax for Res’ but use for Work State
At line 262 changed one line
There is no need to set up Local Tab Information except to suppress certain Tax Calculation by entering ‘Do Not Calculate’ on the Local Tab.
There is no need to set up Local Tab Information except to suppress certain Tax Calculation by entering ‘Do Not Calculate’ on the Local Tab.
At line 333 changed one line
01 – Calculate By Local
01 – Calculate By Local
At line 337 changed 9 lines
CO 08-005-185037 – Greenwood Village OPT
CO 08-031-201738 – Denver OPT
CO 08-005-204737 – Aurora OPT
CO 08-001-204737 – Aurora OPT
CO 08-013-178603 – Glendale OPT
CO 08-005-204714 – Sheridan OPT
DE 10-003-214862 – Wilmington Business License Fee
IL 17-031-423587 – Chicago Expense Tax
NM 35-000-0000 – New Mexico Workers Compensation
CO 08-005-185037 – Greenwood Village OPT
CO 08-031-201738 – Denver OPT
CO 08-005-204737 – Aurora OPT
CO 08-001-204737 – Aurora OPT
CO 08-013-178603 – Glendale OPT
CO 08-005-204714 – Sheridan OPT
DE 10-003-214862 – Wilmington Business License Fee
IL 17-031-423587 – Chicago Expense Tax
NM 35-000-0000 – New Mexico Workers Compensation
At line 347 changed one line
VT 50-000-0000 – Vermont Catamount Healthcare
VT 50-000-0000 – Vermont Catamount Healthcare
At line 350 changed one line
For Symmetry users, method ‘01’ will deduct the entire Head Tax amount without any proration
For Symmetry users, method ‘01’ will deduct the entire Head Tax amount without any proration
At line 354 changed one line
- if user wants to prorate $5.75 by each period, then use Method ’06 – Calc, Prorate by Period’
- if user wants to prorate $5.75 by each period, then use Method ’06 – Calc, Prorate by Period’
At line 359 changed 4 lines
02 – Once Per Year
03 – Once Per Mth
04 – 1/Mth w Min Wage
05 – Once Per Period
02 – Once Per Year
03 – Once Per Mth
04 – 1/Mth w Min Wage
05 – Once Per Period
At line 366 changed one line
- Symmetry automatically calculates Head Tax for each local, there is no need to specify ‘Once per year’ or ‘Once per month’
- Symmetry automatically calculates Head Tax for each local, there is no need to specify ‘Once per year’ or ‘Once per month’
At line 370 changed one line
06 – Calc, Prorate by Period
06 – Calc, Prorate by Period
At line 377 changed one line
- if user does not want to prorate $5.75 by each period, then use Method ’01 – Calculate by Local’
- if user does not want to prorate $5.75 by each period, then use Method ’01 – Calculate by Local’
This page (revision-29) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop