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 214 changed 63 lines
School Tax Method Lexicon X_ULOC_SCHOOL_TAX_METHOD
01 - Use Default School
(Default Method)
- the State Level Taxable Earnings, 125/401K exemptions are used at the Local Level
- no need to set up pay components for Pre-Earnings PC Usages at the School Level
- must set up pay components to store the results of School Tax and School Earnings by School PC Usages
All other values except 99
(Default to Rule 01)
- same as 01 - Use Default School
99 - Do Not Calculate - If uloc_school_tax_method = '99' then
School Tax will not be calculated
Head Tax Method Lexicon X_ULOC_HEAD_TAX_METHOD
01 – Calculate By Local
(Default Method)
- Head Tax will be calculated according to GNIS code for these States:
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
Assessment Fee
VT 50-000-0000 – Vermont Catamount Healthcare
Assessment Tax
For Symmetry users, method ‘01’ will deduct the entire Head Tax amount without any proration
e.g. Colorado Denver OPT Head Tax is $5.75 per month, this method will take $5.75 when the employee has not been deducted for the month
- if user wants to prorate $5.75 by each period, then use Method ’06 – Calc, Prorate by Period’
Vertex Users only:
02 – Once Per Year
03 – Once Per Mth
04 – 1/Mth w Min Wage
05 – Once Per Period
- For Symmetry users, Head Tax method 02 to 05 will default to Method 01.
- Symmetry automatically calculates Head Tax for each local, there is no need to specify ‘Once per year’ or ‘Once per month’
Symmetry Users only:
06 – Calc, Prorate by Period
|School Tax Method|Lexicon\\X_ULOC_SCHOOL_TAX_METHOD|
| |01 - Use Default School\\(Default Method)|- the State Level Taxable Earnings, 125/401K exemptions are used at the Local Level\\ \\- no need to set up pay components for Pre-Earnings PC Usages at the School Level\\ \\- must set up pay components to store the results of School Tax and School Earnings by School PC Usages
| |All other values except 99\\(Default to Rule 01)|- same as 01 - Use Default School
| |99 - Do Not Calculate|- If uloc_school_tax_method = '99' then School Tax will not be calculated
|Head Tax Method|Lexicon\\X_ULOC_HEAD_TAX_METHOD|
| |01 - Calculate By Local\\(Default Method)|- Head Tax will be calculated according to GNIS code for these States:\\ \\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 Assessment Fee\\VT 50-000-0000 - Vermont Catamount Healthcare Assessment Tax\\ \\For Symmetry users, method '01' will deduct the entire Head Tax amount without any proration\\e.g. Colorado Denver OPT Head Tax is $5.75 per month, this method will take $5.75 when the employee has not been deducted for the month.\\ \\- if user wants to prorate $5.75 by each period, then use Method '06 - Calc, Prorate by Period'
| |Vertex Users only:\\ \\02 - Once Per Year\\03 - Once Per Mth\\04 - 1/Mth w Min Wage\\05 - Once Per Period|- For Symmetry users, Head Tax method 02 to 05 will default to Method 01.\\ \\- Symmetry automatically calculates Head Tax for each local, there is no need to specify 'Once per year' or 'Once per month'
| |Symmetry Users only:\\ \\06 - Calc, Prorate by Period
This page (revision-29) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop