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

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[{TableOfContents }]
[{TableOfContents }]
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This page describes the processing of each field on the Maintain US Tax Filing Information ([IPRLU]) form that is used for US tax calculation using the Symmetry Tax Engine (STE) software.
This page describes the processing of each field on the Maintain US Tax Filing Information ([IPRLU]) screen that are used for US Tax Calculation using the Symmetry Tax Engine (STE) software.
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The following tables describe the fields on IPRLU /IPRLUS forms which are used by the Symmetry Tax Engine (STE). The table also indicates the corresponding field description for the STE.
Any fields that are solely used by Vertex have been prefixed with Vtx. The other non-prefixed fields are used by both Vertex and Symmetry.
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The Symmetry description may contain the actual field name or the programming reference of the STE function call. Users can refer to the Symmetry documentation __ste-java-interface.pdf__ if desired, but it is not required.
The following tables describe the fields on IPRLU /IPRLUS which are used by the Symmetry Tax Engine (STE). The table also indicates the corresponding field description for the STE.
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The following is a list of abbreviations and their meanings used throughout this document as well as in other Symmetry and payroll documentation.
The Symmetry description may contain the actual field name or the programming reference of the STE function call. You may refer to the Symmetry documentation __ste-java-interface.pdf__ if desired, but it is not required.
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The following is a list of abbreviations and their meanings used throughout this document as well as in other Symmetry and payroll documentation provided.
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!IPRLU - Federal Level Field Descriptions
!IPRLU - Federal Level Field Description
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| |04 - Married-File Separate |FederalFilingStatus.Married
| |05 - Non Resident Alien |FederalFilingStatus.Nonresident_Alien\\- International treaties are not handled by Symmetry. The STE will perform the standard NRA calculation as described in the Publication 15 (Circular E guide)
| |04 - Married-File Separate |FederalFilingStatus.Married\\- Vertex uses Married rate\\- Symmetry uses Single rate
| |05 - Non Resident Alien |FederalFilingStatus.Nonresident_Alien\\- New filing status with Symmetry, Vertex L Series does not support this
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| |04 - % on element UFWTERN|-same as 01 - Annualized Method to retrieve Taxable fit_wages that is less 125 / 401k exemption\\ \\- fit_wages = ctd PC Usage 6051 UFWTERN\\- fit tax = taxable fit_wages * fit_percent\\ \\- fit_percent = IPRLU ufed_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 Fed Tax Rate' if it exists\\ \\- otherwise from IDGV, Federal Level for 'Reg Type' = 'US Fed Regist n' with 'Govt Rate Type' = 'US Fed Tax Rate' if it exists\\ \\- Otherwise fit_percent = 0\\- This defaults to 01 - Annualized Method calculation
| |04 - % on element UFWTERN|-same as 01 - Annualized Method to retrieve Taxable fit_wages that is less 125 / 401k exemption\\ \\- fit_wages = ctd PC Usage 6051 UFWTERN\\- fit tax = taxable fit_wages * fit_percent\\ \\- fit_percent = IPRLU ufed_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 Fed Tax Rate' if exists\\ \\- otherwise from IDGV Federal Level for 'Reg Type' = 'US Fed Regist n' with 'Govt Rate Type' = 'US Fed Tax Rate' if exists\\ \\- Otherwise fit_percent = 0\\- This defaults to 01 - Annualized Method calculation
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| |99 - Do Not Calculate|-If ufed_tax_method = '99' then STE.setFederalParameters.exemptStatus = TRUE Else\\STE.setFederalParameters.exemptStatus = FALSE\\ \\-Symmetry encompasses all federal items as 'do not calculate', such as FICA and Medicare. Symmetry uses the FIT wages to determine FICA and Medicare earnings, therefore if no FIT is calculated no FICA or Medicare will be calculated.
| |99 - Do Not Calculate|-If ufed_tax_method = '99' then STE.setFederalParameters.exemptStatus = TRUE Else\\STE.setFederalParameters.exemptStatus = FALSE\\ \\-Symmetry encompasses all federal items as 'do not calculate' (ie: FICA and Medicare). With Vertex user had to define FICA and Medicare to not calculate. Symmetry uses the FIT wages to determine FICA and Medicare earnings, therefore if no FIT is calculated no FICA or Medicare will be calculated.
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| |00-Normal Method\\ \\Users can use their existing Suppl Tax Method set up for tax comparison\\-after conversion, users can switch to use this Default Method\\ \\-for more information on Supplemental pay please see PR_US_IPRLU_Sup_Pay.doc\\ \\-(Default Method)|-fsp_wages = ctd PC Usage 6055 UFSPERN\\-If fsp_wages <> 0 then CalcMethod_FIT.methodSupplementalWages = Calc_Method.Flat\\Otherwise = CalcMethod_None\\ \\-depending on element set up 125 / 401k may be prorated by Reg and Sup wages\\-taxable fsp_wages may be less 125 / 401k Sup portion
| |01 - % Meth (IPRLU%,Default %)|fsp_wages = ctd PC Usage 6055 UFSPERN\\ - If fsp_wages <> 0 then CalcMethod_FIT.methodSupplementalWages = Calc_Method.Flat\\Otherwise = CalcMethod_None\\ \\ - 125 / 401k may be prorated by Reg and Sup wages\\- taxable fsp_wages may be less 125 / 401k Sup portion\\ \\- fsp tax = taxable fsp_wages * fsp_percent\\ \\- fsp_percent = IPRLU ufed_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 Fed Sup Rate'__ if it exists\\ \\- otherwise from IDGV, Federal Level for 'Reg Type' = 'US Fed Regist n' with 'Govt Rate Type' = 'US Fed Sup Rate' if it exists\\ \\- otherwise fsp_percent = default Govt Rate
| |00-Normal Method\\ \\-Symmetry usage 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 Suppl 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)|-fsp_wages = ctd PC Usage 6055 UFSPERN\\-If fsp_wages <> 0 then CalcMethod_FIT.methodSupplementalWages = Calc_Method.Flat\\Otherwise = CalcMethod_None\\ \\-depending on element set up 125 / 401k may be prorated by Reg and Sup wages\\-taxable fsp_wages may be less 125 / 401k Sup portion
| |01 - % Meth (IPRLU%,Default %)|fsp_wages = ctd PC Usage 6055 UFSPERN\\ - If fsp_wages <> 0 then CalcMethod_FIT.methodSupplementalWages = Calc_Method.Flat\\Otherwise = CalcMethod_None\\ \\ - 125 / 401k may be prorated by Reg and Sup wages\\- taxable fsp_wages may be less 125 / 401k Sup portion\\ \\- fsp tax = taxable fsp_wages * fsp_percent\\ \\- fsp_percent = IPRLU ufed_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 Fed Sup Rate'__ if exists\\ \\- otherwise from IDGV Federal Level for 'Reg Type' = 'US Fed Regist n' with 'Govt Rate Type' = 'US Fed Sup Rate' if exists\\ \\- otherwise fsp_percent = default Govt Rate
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|Number of Exemptions|Optional.\\- specifies the number of exemptions for this employee from W4 Form|- STE_setFederalParams.numAllowances
|Addl $ or % Per Period|Optional.|- STE_setFederalParams.additionalWH\\- If ufed_tax_method = '02', '11' (Annualized +%) then fit_addn_tax = fit_wages * ufed_add_tax_per_period\\ \\- Else if ufed_tax_method = '03', '12' (Ann + Amt) then fit_addn_tax = ufed_add_tax_per_period\\- 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
|Tax Amount|Optional.- If ufed_tax_method = 06-Flat Amount then fit_tax = fed_tax_amount
|Tax %|Optional.|- If ufed_tax_method = 04 - % on element UFWTERN or 05 - % on element UFWTPERC then fit_percent = ufed_tax_percent
|Number of Exemptions|Optional, this is used by Symmetry\\- specifies the number of exemptions for this employee from W4 Form|- STE_setFederalParams.numAllowances
|Annual Exemption|Not Used, Information only|- Not Used by Symmetry
|Add'l Exemption|Not Used, Information only|- Not Used by Symmetry
|Addl $ or % Per Period|Optional, this is used by Symmetry|- STE_setFederalParams.additionalWH\\- If ufed_tax_method = '02', '11' (Annualized +%) then fit_addn_tax = fit_wages * ufed_add_tax_per_period\\ \\- Else if ufed_tax_method = '03', '12' (Ann + Amt) then fit_addn_tax = ufed_add_tax_per_period\\- 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
|Tax Amount|Optional, this is used by Symmetry|- If ufed_tax_method = 06-Flat Amount then fit_tax = fed_tax_amount
|Tax %|Optional, this is used by Symmetry|- If ufed_tax_method = 04 - % on element UFWTERN or 05 - % on element UFWTPERC then fit_percent = ufed_tax_percent
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| |01 - RR SOC Self Adjust|- It is recommended that the 'Self Adjust' method should only be used when users want to re-calculate and adjust the entire Year's Railroad tax calculation. Otherwise the 'No Self Adjust' method should be used.\\- If an employee works between Railroad and Non-Railroad Assignments, the 'Self-Adjust' method cannot be used because Railroad Tier2 Tax will also be 'Self-Adjust' and thus causing the non-Railroad Assignment earnings to be adjusted to pay Tier2 contribution. UPCALC will automatically default to use the 'No Self Adjust' method.
| |01 - RR SOC Self Adjust|- It is recommended that 'Self Adjust' method should only be used when users want to re-calculate and adjust the entire Year's Railroad tax calculation, otherwise the 'No Self Adjust' method should be used.\\- If employee works between Railroad and Non-Railroad Assignments, the 'Self-Adjust' method cannot be used because Railroad Tier2 Tax will also be 'Self-Adjust' and thus causing the non-Railroad Assignment earnings to be adjusted to pay Tier2 contribution. UPCALC will automatically flips to use the 'No Self Adjust' method.
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|Tier2 Ret Method\\(Not used)|X_URR_TIER2_RET_METHOD|- Railroad Tier2 Tax automatically invokes from Tier1 SOC Method. This method is not used
|Tier2 Ret Method\\(Not used)|X_URR_TIER2_RET_METHOD|- Railroad Tier2 Tax automatically invokes from Tier1 SOC Method, this method is not used
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|RUIA Method|X_URR_RUIA_METHOD|- RUIA - Railroad Unemployment Insurance Act\\- If the RUIA Method is __not__ defined as '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 the 'Self-Adjust' or the 'No Self Adjust' method
| |02 - RR Tier2 No Self Adjust\\(Recommended)|- This is the recommended tax method.\\- RUIA will be calculated. There is no need to set up 'Self-Adjust' or 'No Self Adjust' method
|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
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|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\\ \\-The Filing Status under the 'State' tab is for information only. This field is only available in IPRLU. It was not added to IPRLUS
| |00 - Not Applicable|- Users can enter '00 - Not Applicable' or enter one of the following Filing Status. This is for information only
|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
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| |01 - Normal Method\\(Default Method)|- CalcMethod.Annualized\\- sit_wages = ctd PC Usage 6651 USTTERN\\ \\- 125 / 401k can be prorated by Reg and Sup wages, depending on the 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
| |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
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| |00 - Normal Method\\- users can use their existing Supl Tax Method set up for tax comparison\\ \\- after conversion, user can 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 that 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 can be prorated by Reg and Sup wages, depending on the 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 can 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 it exists\\ \\- otherwise ssp_percent = default Govt Rate
| |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
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|SUI EE Method|Lexicon: X_UST_SUI_METHOD|- SUI EE is applicable to following States:\\02-AK, 34-NJ, 42-PA\\ \\- IPUTR will specify a Tax Identifier for SUI-000, such as Alaska: '02-000-0000-SUI-000'
|SUI EE Method|Lexicon: X_UST_SUI_METHOD|- SUI EE is applicable to following States:\\02-AK, 34-NJ, 42-PA\\ \\- IPUTR will specify a Tax Identifier for SUI-000\\e.g. Alaska: '02-000-0000-SUI-000'
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|SUI ER Method|Lexicon: X_UST_SUI_METHOD|- SUI ER is applicable to most states\\ \\- IPUTR will specify a Tax Identifier for ER_SUTA, such as Alabama: '01-000-0000-ER_SUTA-000'\\ \\- user MUST enter an Overridden Rate on this IPUTR entry in order to calculate ER SUTA
|SUI ER Method|Lexicon: X_UST_SUI_METHOD|- SUI ER is applicable to most states\\ \\- IPUTR will specify a Tax Identifier for ER_SUTA\\e.g. Alabama: '01-000-0000-ER_SUTA-000'\\ \\- user MUST enter an Overridden Rate on this IPUTR entry in order to calculate ER SUTA
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| |99 - Do Not Calculate|- ER SUTA calculation is bypassed
|SDI EE Method|Lexicon: X_UST_SDI_METHOD|- SDI EE is applicable to following States:\\06-CA, 15-HI, 34-NJ, 36-NY, 72-PR, 44-RI, 53-WA\\ \\- IPUTR will specify a Tax Identifier for SDI-000, such as Hawaii: '15-000-0000-SDI-000'
| |99 - Do Not Calculate|- ER SUTA calculated is bypassed
|SDI EE Method|Lexicon: X_UST_SDI_METHOD|- SDI EE is applicable to following States:\\06-CA, 15-HI, 34-NJ, 36-NY, 72-PR, 44-RI, 53-WA\\ \\- IPUTR will specify a Tax Identifier for SDI-000\\e.g. Hawaii: '15-000-0000-SDI-000'
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|SDI ER Method|Lexicon: X_UST_SDI_METHOD|- SDI ER is applicable to following States:\\34-NJ, 72-PR\\ \\- IPUTR will specify a Tax Identifier for ER_SDI, such as New Jersey: '34-000-0000-ER_SDI-000'
|SDI ER Method|Lexicon: X_UST_SDI_METHOD|- SDI ER is applicable to following States:\\34-NJ, 72-PR\\ \\- IPUTR will specify a Tax Identifier for ER_SDI\\e.g. New Jersey: '34-000-0000-ER_SDI-000'
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| |01 - Calc by IPWC Class|- this performs the UPCALC internal WC Calculation, not using the STE WC Calculation\\- using this method, UPCALC will use the rates as defined in IPWC for the classes defined.
| |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.
| |01 - Calc by IPWC Class|- this performs UPCALC internal WC Calculation, not using the STE WC Calculation\\- using this method, UPCALC will use the rates as defined in IPWC for the classes defined.
| |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.
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|Reciprocity Agreement|Lexicon: X_UST_RECIPROCATION\\ \\On __IMST screen__, users should set up the default Site Preference for __[US TAX RECIP|US TAX RECIP(System_Preference)]__ with the saved value of the appropriate selection from the X_UST_RECIPROCATION lexicon. Then at the employee level, users can set up an employee's Reciprocity Agreement as an override to the IMST Site Preference.|- this field determines how Pay Line Earnings are to be allocated to HOME / WORK Tax Jurisdictions
| |Null or\\00 - Default (PPH Work/Res GEO)|- Pay Line Earnings are allocated according to __Pay Header's Work and Home Jurisdiction__\\ \\- if the Pay Line's Tax Jurisdiction is the __same__ as Pay Header's Home Jurisdiction, this Pay Line's earnings are allocated to the Pay Header's Home Jurisdiction\\ \\- if the Pay Line's Tax Jurisdiction is __NOT the same__ as Pay Header's Home Jurisdiction, this Pay Line's earnings are allocated to the Pay Header's __Work Jurisdiction__\\ \\-if a Pay Line does not specify a Tax Jurisdiction, this Pay Line's Earnings are allocated to the Pay Header's Work Jurisdiction\\ \\k_SIT_Param.hasNonResCertificate = False
| |01 - NR Certificate Filed|- Pay Line Earnings are allocated the same way as 00 - Default\\ \\k_SIT_Param.hasNonResCertificate = True
| |02 - Calc WORK Tax\\(PPH Work GEO)|- All Pay Line Earnings are allocated according to Pay Header's WORK Jurisdiction
| |03 - Calc RES Tax\\(PPH Home GEO)|- All Pay Line Earnings are allocated according to Pay Header's HOME Jurisdiction
|Reciprocity Agreement|Lexicon: X_UST_RECIPROCATION\\ \\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.|- this field determines how Pay Lines Earnings are to be allocated to HOME / WORK Tax Jurisdiction
| |Null or\\00 - Default (PPH Work/Res GEO)|- Pay Lines Earnings are allocated according to __Pay Header's Work and 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\\ \\- 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 a Pay Line does not specify a Tax Jurisdiction, this Pay Line's Earnings will be allocated to Pay Header's Work Jurisdiction\\ \\k_SIT_Param.hasNonResCertificate = False
| |01 - NR Certificate Filed|- Pay Lines Earnings are allocated the same way as 00 - Default\\ \\k_SIT_Param.hasNonResCertificate = True
| |02 - Calc WORK Tax\\(PPH Work GEO)|- All Pay Lines Earnings are allocated according to Pay Header's WORK Jurisdiction
| |03 - Calc RES Tax\\(PPH Home GEO)|- All Pay Lines Earnings are allocated according to Pay Header's HOME Jurisdiction
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|# of Exemption 1|Not Used|- Not Used - replaced by __MISCELLANEOUS Tab__\\Misc. Identifier = __'TOTALALLOWANCES'__ or similar Misc. Identifier for different State
|# of Exemption 2|Not Used|- Not Used
|Annual Exemption|Not Used|- Not Used
|Add'l Exemption|Not Used|- Not Used
|Addl $ or % Per Period|Optional.|- STE_setSITParams.additionalWH\\ \\- If ust_tax_method = '02','11' (Normal +%) then sit_addn_tax = taxable sit_wages * ust_add_tax_per_period\\Else if ust_tax_method = '03','12' (Normal + Amt) then sit_addn_tax = ust_add_tax_per_period\\ \\- 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
|Add'l Tax For Res|Optional.|- 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 Work|Optional.|- Same as 'Add'l Tax for Res' but use for Work State
|Tax Amount|Optional.|- If ust_tax_method = '06' (Flat) then\\sit_tax = ust_tax_amount
|Tax %|Optional.
|# 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 2|Not Used by Symmetry|- Not Used
|Annual Exemption|Not Used by Symmetry|- Not Used
|Add'l Exemption|Not Used by Symmetry|- Not Used
|Addl $ or % Per Period|Optional, this is used by Symmetry|- STE_setSITParams.additionalWH\\ \\- If ust_tax_method = '02','11' (Normal +%) then sit_addn_tax = taxable sit_wages * ust_add_tax_per_period\\Else if ust_tax_method = '03','12' (Normal + Amt) then sit_addn_tax = ust_add_tax_per_period\\ \\- 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
|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 Work|Optional, this is used by Symmetry|- Same as 'Add'l Tax for Res' but use for Work State
|Tax Amount|Optional, this is used by Symmetry|- If ust_tax_method = '06' (Flat) then\\sit_tax = ust_tax_amount
|Tax %|Optional, this is used by Symmetry
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!Local Level Field Descriptions
Local level Taxation is automatically calculated by Symmetry based on the GNIS location code, such as the GEO Code.\\ \\There is no need to set up Local tab information except to suppress certain Tax Calculations by entering 'Do Not Calculate' on the Local tab.\\ \\If Additional information is needed in order to calculate the Local level tax, it will be set up on IPRLU __MISCELLANEOUS__ Tab by Misc. Identifiers for the Local.\\ \\These additional Local Misc Identifiers will be supplied by the system via the IPUTP (Maintain US Tax Parameters) form. Users then should set up the IPRLU MISC Tab with these Local Misc. Identifiers.
\\
!Local Level Field Description
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| | |Local level Taxation is automatically calculated by Symmetry based on the GNIS location code (i.e.GEO Code).\\ \\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.\\ \\If Additional information is needed in order to calculate the Local level tax, it will be set up on IPRLU __MISCELLANEOUS__ Tab by Misc. Identifiers for the Local.\\ \\These additional Local Misc Identifiers will be supplied by the system via IPUTP (Maintain US Tax Parameters) screen, the user then should set up on IPRLU MISC Tab with these Local Misc. Identifiers.
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| |99 - Do Not Calculate|- If uloc_county_tax_method = '99', County Tax will not be calculated
| |99 - Do Not Calculate|- If uloc_county_tax_method = '99' then County Tax will not be calculated
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| |99 - Do Not Calculate|- If uloc_city_tax_method = '99', City Tax will not be calculated
| |99 - Do Not Calculate|- If uloc_city_tax_method = '99' then City Tax will not be calculated
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| |99 - Do Not Calculate|- If uloc_school_tax_method = '99', School Tax will not be calculated
| |99 - Do Not Calculate|- If uloc_school_tax_method = '99' then School Tax will not be calculated
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| |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\\ \\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'
| |02 - 05|Obsolete
| |06 - Calc, Prorate by Period|This method will prorate the Head Tax amount by pay period\\ \\Example: Colorado Denver OPT Head Tax is $5.75 per month. This method will prorate $5.75 to each period for the month\\For a weekly pay period, the tax is $1.33\\For a bi-weekly pay period, the tax is $2.65\\ \\- if users do not want to prorate $5.75 by each period, then use Method '01 - Calculate by Local'
| |99 - Do Not Calculate|If uloc_head_tax_method = '99', Head Tax will not be calculated
| |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|For Symmetry users, this method will prorate the Head Tax amount by pay period\\ \\e.g. Colorado Denver OPT Head Tax is $5.75 per month, this method will prorate $5.75 to each period for the month\\For a weekly pay period, the tax is $1.33\\For a bi-weekly pay period, the tax is $2.65\\ \\- if user does not want to prorate $5.75 by each period, then use Method '01 - Calculate by Local'
| |99 - Do Not Calculate|If uloc_head_tax_method = '99' then Head Tax will not be calculated
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This page (revision-29) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop