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!!!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.

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

A module called [Vertex|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"


U.S. Pay Rules data is stored in the [P2K_PR_US_TAX_AREAS] and [P2K_PR_US_PAY_RULES] tables.

;[Jurisdiction|JURISDICTION_NAME]:This field shows the Geo code of work tax jurisdiction. 

;[Description|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. 

;:There must be one blank jurisdiction record.

%%information This function is [date sensitive|DATE SENSITIVE] and changes made in these areas below the [date navigator|DATE SENSITIVE NAVIGATOR] may be split with a new effective date.%%
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!!Federal tab
;[Filing Status|UFED_FILING_STATUS]:The Federal Filing Status indicates how the employee is filing.

;[Tax Method|UFED_TAX_METHOD]: This field specifies the federal tax method for this employee.

;[Suppl. Tax Method|UFED_SUPPL_TAX_METHOD]:This field specifies the Federal supplemental tax method for this employee.

;[FICA Method|UFED_FICA_METHOD]: This field specifies the calculation method for FICA.

;[Medicare Method|UFED_MEDICARE_METHOD]: This field specifies the calculation method for the Medicare portion of the FICA.

;[FUTA Method|UFED_FUTA_METHOD]:This field specifies the calculation method for FUTA.

;[EIC Method|UFED_EIC_METHOD]: This field specifies the calculation method for employee Earned Income Credit.

;[Number of Exemptions|UFED_NUM_EXEMPTIONS]: This field specifies the number of exemptions the employee claims. 

;[Annual Exemption|UFED_ANN_EXEMPTION]: This field displays the annual exemption amount being claimed. 

;[Add’l Exemption|UFED_ADD_EXEMPTION]: This field specifies any additional exemption amount the employee claims. 

;[Add’l Tax Per Period|UFED_ADD_TAX_PER_PERIOD]: This field shows the amount of additional tax to be taken each pay period. If the employee does not have enough taxable earnings this amount will only be taken if the additional tax option is set to 'always’ in the Payroll Information form and the pay is a ‘Regular Pay’ pay category. 
;:If Federal Tax Method = Annualized + %, then this field contains the percentage that will be apply to federal earnings and treats as additional tax. (e.g. 5%, enter as 5).
;:If Federal Tax Method = Annualized + Amount, then this field contains a per pay period additional tax amount.

;[Tax Amount|UFED_TAX_AMOUNT]:This field contains the flat tax amount that has been pre-calculated by you to be taken for the pay.
;:It will be used when Federal Tax Method = Flat Amount Method. 

;[Tax %|UFED_TAX_PERCENT]:This field contains the federal tax percentage applicable to this employee. 
;:If the percentage is greater than zero, it will be used whenever the FED-TAX-METHOD or FED-SUP-METHOD specifies to use %. Otherwise the percentage from GOVTREG file ([IDGV]) will be used. 
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!!State tab
;[Filing Status|UST_FILING_STATUS]:Valid filing status for state tax calculation:

;[Tax Method|UST_TAX_METHOD]:This field specifies the State tax method for the employee:
*Normal Method
*Normal Method +%
*Normal Method + Amt
*% on element USTTERN
*% on element USTTPERC
*Flat Amount
*By Supplemental Meth
*Normal/0 Tax/Upd Wg
*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 + Amount
;:UST_Tax_Method is a fixed lexicon ([X_UST_TAX_METHOD]) that you may use to look up the value.

;[Suppl. Tax Method|UST_SUPPL_TAX_METHOD]:Specifies the state supplemental tax method for the employee:
*Concur-% Method
*Concur-Flat Amount
*Concur-Normal Method
*Concur-Ann Sup Grs
*Concur-Not Ann Suppl
*Con-Norm/0 Tax/UpdWg
*Sep-% Method
*Sep-Flat Amount
*Sep-Normal Method
*Sep-Previous Gross
*Sep-Annual Gross
*Sep-Annual Prev Grs
*Sep-Alt % Method
*Concur-Table Read
*Concur-Tiered Rate
*Concur-Opt Calc %
*Do Not Calculate
;:UST_Suppl_Tax_Method is a fixed lexicon ([X_UST_SUPPL_METHOD]) that you may use to look up the value.

;[Alternate Tax Method|UST_ALT_TAX_METHOD]:Specifies the alternate State tax method. Only used by a few states. If a state supports the Alternate State Tax method, it will be specified in the Vertex manual, ‘Current Information’ for the state. Please refer to Vertex manual prior to using the Alternate State method.
;:''Alt St Tax Method 00 – 09
;:UST_Alt_Tax_Method is a fixed lexicon ([X_UST_ALT_TAX_METHOD]) that you may use to look up the value.

;[SUI Employee Method|UST_SUI_EE_METHOD]:This field specifies the employee’s calculation method for State Unemployment Insurance:
*Self Adjust
*Do Not Self Adjust
*Self Adjust at Max
*No Self Adjust, 0% Experience Rate
*Self Adjust, 0% Experience Rate
*No Calc, Upd Wage
*Do Not Calculate
;:UST_SUI_EE_Method is a fixed lexicon ([X_UST_SUI_METHOD]) that you may use to look up the value.

;[SUI Employer Method|UST_SUI_ER_METHOD]:This field specifies the employer’s calculation method for State Unemployment Insurance:
*Self Adjust
*Do Not Self Adjust
*Self Adjust at Max
*No Self Adjust, 0% Experience Rate
*Self Adjust, 0% Experience Rate
*No Calc, Upd Wage
*Do Not Calculate
;:UST_SUI_ER_Method is a fixed lexicon ([X_UST_SUI_METHOD]) that you may use to look up the value.

;[SDI Employee Method|UST_SDI_EE_METHOD]:This field specifies the employee’s calculation method for State Disability Insurance:
*Self Adjust
*Do Not Self Adjust
*Self Adjust at Max
*No Self Adjust, 0% Experience Rate
*Self Adjust, 0% Experience Rate
*No Calc, Upd Wage
*Do Not Calculate
;:UST_SDI_EE_Method is a fixed lexicon ([X_UST_SDI_METHOD]) that you may use to look up the value.

;[SDI Employer Method|UST_SDI_ER_METHOD]:This field specifies the Employer’s calculation method for State Disability Insurance:
*Self Adjust
*Do Not Self Adjust
*Self Adjust at Max
*No Self Adjust, 0% Experience Rate
*Self Adjust, 0% Experience Rate
*No Calc, Upd Wage
*Do Not Calculate
;:UST_SDI_ER_Method is a fixed lexicon ([X_UST_SDI_METHOD]) that you may use to look up the value.

;[WCB Method|UST_WCB_METHOD]:This field specifies the calculation method for Workers’ Compensation:
*Calculate WC
*Do Not Calculate
;:UST_WCB_Method is a fixed lexicon ([X_UST_WCB_METHOD]) that you may use to look up the value.

;[Reciprocity Agreement|UST_RECIPROCATION]:This field indicates if the employee has filed a ‘Non-Residency Certificate’ with the employer and therefore the state tax is to be calculated by the certificate.
*NR Certificate Filed
*Calc WORK Tax only
*Calc RES Tax only
*Calc Work and Res
;:UST_Reciprocation is a fixed lexicon ([X_UST_RECIPROCATION]) that you may use to look up the value.

;[# of Exemptions 1|UST_NUM_EXEMPTION_1]:This field specifies the number of primary exemptions for the employee (e.g. spouse, dependants etc.). In most cases this will be the only number of exemptions claims. UST_Num_Exemption_1 is an optional 5 digit numeric field that you must manually enter.

;[# of Exemptions 2|UST_NUM_EXEMPTION_2]:This field specifies the number of secondary exemptions for the employee. This is used in some states for blind or over-65 dependents. UST_Num_Exemption_2 is an optional 5 digit numeric field that you must manually enter.

;[Tax Percent|UST_TAX_PERCENT]:This field contains the state tax percentage applicable to this employee. 
;:If the percentage is greater than zero, it will be used whenever UST_TAX_METHOD or UST_SUPPL_TAX_METHOD specifies to use %. Otherwise, the percentage from GOVTREG file ([IDGV]) will be used.
;:UST_Tax_Percent is an optional 5 digit numeric field that you must manually enter.

;[Annual Exemption|UST_ANN_EXEMPTION]:This field specifies an overridden annual exemption amount for the state tax calculation. UST_Ann_Exemption is an optional 18 digit numeric field that you must manually enter.
;[Add’l Exemption|UST_ADD_EXEMPTION]:This field specifies any additional exemption amount the employee claims. UST_Add_Exemption is an optional 18 digit numeric field that you must manually enter.

;[Add’l Tax Per Period|UST_ADD_TAX_PER_PERIOD]:This field indicates the amount of additional tax to be taken each pay period.
;:If the employee does not have enough taxable earnings this amount will only be taken if the additional tax option is set to 'always’ in the Payroll Information form and the pay is a ‘Regular Pay’ pay category. 
;:If State Tax Method = Annualized +%, then this field contains the percentage that will be apply to federal earnings and treats as additional tax. (e.g. 5%, enter as 5).
;:If State Tax Method = Annualized + Amount, then this field contains a per pay period additional tax amount. 
;:UST_Add_Tax_Per_Period is an optional 18 digit numeric field that you must manually enter.

;[Add’l Tax for Res.|UST_ADD_TAX_RES]:This field indicates whether the additional tax per period is for Residence State tax:
*Add Tax not for RES
*Add Tax for RES
;:UST_Add_Tax_Res is a fixed lexicon ([X_UST_ADD_TAX_RES]) that you may use to look up the value.

;[Add’l Tax for Work|UST_ADD_TAX_WORK]:This field indicates whether the additional tax per period is for Work State tax:
*Add Tax not for WORK
*Add Tax for WORK
;:UST_Add_Tax_Work is a fixed lexicon ([X_UST_ADD_TAX_WORK]) that you may use to look up the value.

;[Tax Amount|UST_TAX_AMOUNT]:This field contains the flat tax amount that has been pre-calculated by you to be taken for the pay. This field will be used when State Tax Method = Flat Amount method. UST_Tax_Amount is an optional 18 digit numeric field that you must manually enter.
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!!Local tab
;[Filing Status|ULOC_FILING_STATUS]:You will use this field to select a valid filing status for local tax calculation:
*Single
*Married
*Head of Household
*Married-File Separately
*Married-File Jointly
*Married-1 Spouse Work
*Married-2 Spouse Work
*Single- <= 2 Exempts
*Single= >= 3 Exempts
;:ULOC_Filing_Status is a fixed lexicon ([X_ULOC_FILING_STATUS]) that may be used to look up the value.

;[Number of Exemptions|ULOC_NUM_EXEMPTIONS]:This field specifies the number of exemptions the employee claims. ULOC_Num_Exemptions is an optional 5 digit numeric field that you must manually enter.

;[County Tax Method|ULOC_COUNTY_TAX_METHOD]:This field specifies the county tax method for the employee:
*Normal Method
*Normal Method +%
*Normal Method + Amt
*% on element UCNTYERN
*% on element UCNYYPERC
*Flat Amount
*By Supplemental Meth
*School Tax% Method
*Normal/0 Tax/Upd Wg
*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 + Amount
;:ULOC_County_Tax_Method is a fixed lexicon ([X_ULOC_COUNTY_TAX_METHOD]) that you may use to look up the value.

;[City Tax Method|ULOC_CITY_TAX_METHOD]:This field specifies the city tax method for the employee:
*Normal Method
*Normal Method +%
*Normal Method + Amt
*% on element UCITYERN
*% on element UCITYPERC
*Flat Amount
*By Supplemental Meth
*School Tax% Method
*Normal/0 Tax/Upd Wg
*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 + Amount
;:ULOC_City_Tax_Method is a fixed lexicon ([X_ULOC_CITY_TAX_METHOD]) that may be used to look up the value.

;[Head Tax Method|ULOC_HEAD_TAX_METHOD]:This field specifies whether head tax should be calculated for the employee:
*Calculate By Local
*Do Not Calculate
*Once Per Year
*Once Per Mth
*1/Mth w Min Wage
;:ULOC_Head_Tax_Method is a fixed lexicon ([X_ULOC_HEAD_TAX_METHOD]) that you may use to look up the value.

;[School Tax Method|ULOC_SCHOOL_TAX_METHOD]: This field specifies the school district tax method for the employee:
*Use Default School
*Use Specified School
*Calc, 0 Res Local
*Calc, 0 Work Local
*Calc, 0 Work & Res
*Do Not Calculate
;:ULOC_School_Tax_Method is a fixed lexicon ([X_ULOC_SCHOOL_TAX_METHOD]) that you may use to look up the value.

;[Add’l Tax for Work|ULOC_ADD_TAX_WORK]: This field indicates if the additional tax per period is for Work Local tax:
*Do not apply to WORK
*Apply to WORK GEO
;:ULOC_Add_Tax_Work is a fixed lexicon ([X_ULOC_ADD_TAX_WORK]) that you may use to look up the value.

;[Add’l Tax for Res|ULOC_ADD_TAX_RES]:This field indicates whether the additional tax per period is for Residence Local tax:
*Do not apply to RES
*Apply to RES GEO
;:ULOC_Add_Tax_Res is a fixed lexicon ([X_ULOC_ADD_TAX_RES]) that you may use to look up the value.

;[Reciprocity Agreement|ULOC_RECIPROCATION]:In some areas of the United States, an employee may be taxed both where they work and where they live. To alleviate this, there are established agreements between tax jurisdictions to determine where the employee should pay taxes.  These reciprocal agreements are indicated in this field.
*NR Certificate Filed
*Calc WORK Tax only
*Calc RES Tax only
*Calc work and Res
;:ULOC_Reciprocation is a fixed lexicon ([X_ULOC_RECIPROCATION]) that you may use to look up the value.

;[Tax % 1|ULOC_TAX_PERCENT_1]:This field contains the local tax% applicable to this employee. If this percentage is greater than zero, it will be used wherever the County Tax method or City Tax method specifies to use %. Otherwise the percentage from GovtReg ([IDGV]) will be used. ULOC_Tax_Percent_1 is an optional 5 digit numeric field that you must manually enter.

;[Tax % 2|ULOC_TAX_PERCENT_2]: This field holds the additional rate of tax you may pass to Vertex. ULOC_Tax_Percent_2 is an optional 5 digit numeric field that you must manually enter.

;[Tax Amount|ULOC_TAX_AMOUNT]:This field contains the flat tax amount that has been pre-calculated by you to be taken for the pay. This field will be used when the County or City Tax method = Flat Amount method. ULOC_Tax_Amount is an optional 18 digit numeric field that you must manually enter.

;[Add’l Tax Per Period|ULOC_ADD_TAX_PER_PERIOD]: This field shows the amount of additional tax to be taken each pay period. 
;:If the employee does not have enough taxable earnings, this amount will only be taken if the toggle set ON in the payroll Information form and the pay is a ‘Regular Pay’ pay category.
;:If County or City Tax Method = Annualized + %, then this field contains the percentage that will be apply to federal earnings and treats as additional tax. (e.g. 5%, enter as 5)
;:If County or City Tax Method = Annualized + Amount, then this field contains a per pay period additional tax amount. 
;:ULOC_Add_Tax_Per_Period is an optional 18 digit numeric field that you must manually enter.
;[Head Tax Amount|ULOC_HEAD_TAX_AMOUNT]: If a flat amount is chosen for the Head Tax method then the amount need to be entered here. ULOC_Head_Tax_Amount is an optional 18 digit numeric field that you must manually enter.

;[School Tax Amount|ULOC_SCHOOL_TAX_AMOUNT]:If flat amount is chosen from the School Tax method then the amount needs to be entered here. ULOC_School_Tax_Amount is an optional 18 digit numeric field that you must manually enter.

;[School Tax Percent|ULOC_SCHOOL_TAX_PERCENT]: If a percentage is chosen for the School Tax method then the percentage needs to be entered here. ULOC_School_Tax_Percent is an optional 5 digit numeric field that you must manually enter.

;[Annual Exemption|ULOC_ANN_EXEMPTION]: This field specifies the annual exemption amount the employee claims. ULOC_Ann_Exemption is an optional 18 digit numeric field that you must manually enter.

;[Exemption %|ULOC_EXEMPTION_PERCENT]:This field specifies the additional exemption rate. ULOC_Exemption_Percent is an option 5 digit numeric field that you must manually enter.


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