!!!MAINTAINING US TAX FILING INFORMATION
The Maintain US Tax Filing Information screen contain the individual pay factors and rules that are required to calculate all legislated deductions and contributions required for each employee, by effective date.

U.S. pay rules are completed according to the W-4 form submitted by employees and are maintained on the Maintain US Tax Filing Information (IPRLU) form.

You may access this feature under the Screens/Forms menu: __Payroll > Maintain US Tax Filing Information__

U.S. Federal, State and Local Tax rules are also known as W4 information. 

A module called Vertex, which is directly linked into the UPCALC program, performs U.S. Taxation calculations. When calculating U.S. taxation, the tax methods for each employee are defined in the pay rules. Then depending on the pay category of each timesheet, the U.S. pay category form for that timesheet may override the default employee’s tax methods on the U.S. pay rule file. You should refer to both the pay category file and pay rule file to determine the actual tax methods being used for tax calculation.

You must set up the federal, and, if applicable, state and local tax methods for each employee on this form by employment.

IPRLU must have a default record for the employee, which will remain static unless the employee produces a new, changed W4. 

This default record should have a blank jurisdiction. This means that the jurisdiction in which the employee works or lives will use the corresponding set of pay rules. The only reason to add a second record (not a new effective date record) is if the employee works in more than one jurisdiction and requests to have different tax rules for that other jurisdiction.

1. Do NOT create records for every possible jurisdiction the employee may work in unless their filing status changes from jurisdiction to jurisdiction, in which case they still need a one default record.

2. Do NOT create 3 records, one each for federal, state, and local taxes. All three levels of government are defined in a single IPRLU record (one row in the header area).

3. Do NOT create new records if the employee wants to be taxed based on where they live rather than work (i.e. employee works in Ohio but lives in Pennsylvania, and wants to pay tax based on Pennsylvania). This situation is covered in the default record in the “State Reciprocation" field, where you may indicate "Calc Res Tax only" or "Non-Residency Certificate Filed"

__‘Maintain U.S. Pay Rules’ Usage and Examples__

U.S. Pay Rules data is stored in the [P2K_PR_US_TAX_AREAS] and [P2K_PR_US_PAY_RULES] tables.
;[Jurisdiction|??]:This field shows the Geo code of work tax jurisdiction. Jurisdiction from [P2K_CM_TAX_JURISDICTIONS] is a 16-character alphanumeric optional field you may manually enter or select from the LOV (F9).
;[Description|]: The reason why these taxation rules are being maintained is shown in this field. (i.e. Default Tax rules). Users may wish to enter "Default W4", "Default" or similar description for the first blank jurisdiction record. Description is a mandatory 50 character alphanumeric field you must manually enter or set as a preference.

;:There must be one blank jurisdiction record.
\\
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!!Maintain US Tax Filing Information (IPRLU) - Federal
;[Filing Status|??]:The Federal Filing Status indicates whether an employee is filing as:
*Single
*Married
*Head of household
*Married-File Seperate
;:UFED_Filing_Status is a fixed lexicon ([X_UFED_FILING_STATUS]) that you may use to look up the value.
;[Tax Method|??]: This field specifies the federal tax method for this employee:
*Annualized Method
*Annualized +%
*Annualized + Amount
*% on Element UFWTERN
*% on Element UFWTPERC
*Flat Amount
*Cumulative Averaging
*By Supplemental Meth
*Annualized / 0 Tax / Update Taxable Earnings
*Do Not Calculate
;:For employees with multiple assignments who are paid with multiple time sheets in one pay period.
*PTD Method
*PTD Method +%
*PTD Method + Amt
;:UFED_Tax_Method is an optional fixed lexicon ([X_UFED_TAX_METHOD]) that you may use to look up the value.
;[Suppl. Tax Method|??]:This field specifies the Federal supplemental tax method for this employee:
*Percentage Method
*Concurrent Aggregate
*Previous Aggregation
*Cumulative Aggregate
*Concurrent-Zero Tax
*Do Not Calculate
;:UFED_Suppl_Tax_Method is an optional fixed lexicon ([X_UFED_SUPPL_METHOD]) that you may use to look up the value.
;[FICA Method|??]: This field specifies the calculation method for FICA:
*FICA Self Adjust
*FICA No Self Adjust
*FICA Self Adjust at Max
*Do Not Calculate
;:UFED_FICA_Method is an optional fixed lexicon ([X_UFED_FICA_METHOD]) that you may use to look up the value.
;[Medicare Method|??]: This field specifies the calculation method for the Medicare portion of the FICA:
*Medi Self Adjust
*Medi No Self Adjust
*Medi Self Adjust at Max
*Do Not Calculate
;:UFED_Medicare_Method is an optional fixed lexicon ([X_UFED_MEDICARE_METHOD]) that you may use to look up the value.
;[FUTA Method|??]:This field specifies the calculation method for FUTA:
*Self Adjust Method
*Do not Self Adjust
*Self Adjust at Max
*Do Not Calculate
;:UFED_FUTA_Method is an optional fixed lexicon ([X_UFED_FUTA_METHOD]) that you may use to look up the value.
;[EIC Method|??]: This field specifies the calculation method for employee Earned Income Credit:
*Filing Single
*Filing Married
*Filing Married with No Spouse
*Filing Single (use prime assignment annual wage to calculate EIC)
*Filing Married (use prime assignment annual wage to calculate EIC)
*No Spouse (use prime assignment annual wage to calculate EIC)
*Do Not Calculate
;:UFED_EIC_Method is an optional fixed lexicon ([X_UFED_EIC_METHOD]) that you may use to look up the value.