MAINTAIN US TAX PARAMETERS#
The Maintain US Tax Parameters screen information will be used by the IPRLU Miscellaneous tab and IPRLUS for each employee to enter their filing information by State.
The user must run UPUTR to load in US Miscellaneous Tax Parameters for Federal and State taxation
Please read the page UPUTR page for specific detail on how to load in the Tax Parameters.
The user may select the applicable State from the find block to view the State Miscellaneous Parameters by Misc. Tax Parm.
Miscellaneous Identifiers are retrieved from Symmetry during the UPUTR process. These will be passed to the Symmetry Tax Server with this exact name for tax calculations in UPCALC, e.g. FILINGSTATUS
- Misc Tax Parm
- Misc Tax Parameter is in the format of 'XXnnnn', where XX is the State code and nnnn is a sequential 4 digit number. The sequence is not pre-determined, it is simply the order in which the parameter was loaded in by UPUTR. The sequence of the tax parameters mentioned in the documentation may not match exactly to the sequence you have in your environment. The sequence is used to order the parameters and to distinguish them at the state level in IPRLU.
- Miscellaneous Identifier
- The Miscellaneous Identifier is used to 'identify' the state's tax parameters used to provide additional information as supplied by the client or employee to calculate the taxes. These parameters often simulate information requested on the withholding certificate of the state. For example, FILINGSTATUS is a common Miscellaneous Tax Identifier.
- Description
- The Description field is used to display the name of the Tax Identifier without abbreviations.
- Level
- This Level indicates if the Tax Identifier/Parameter is used at the Federal, State or Local level of taxation.
- Field Type
- Field Type indicates if the value of the Tax Identifier/Parameter is to be a Char (character) or Number.
- Reference Text
- The Reference Text field contains the editing information for the Miscellaneous Identifier
An Effective Date entry is not required for IPUTP as the most recent State Tax Miscellaneous Parameters are always loaded.
If an old Miscellaneous Tax entry is not used in the current load, this parameter will be marked with 'OBSOLETE' in the Miscellaneous Identifier field
In IPRLU, on the Miscellaneous tab, the values for the Obsolete Miscellaneous Identifier will not be used in UPCALC. These Obsolete Miscellaneous Identifiers are for historical purposes only.
UPUTR will default values for a few state tax parameters, mainly those that require a value of <<True>> or <<False>>. For the True/False tax parameters, UPUTR will default a value of <<FALSE>> as this value would make the most sense for the general public. A few examples would be the parameters 'LOWINCOMETAXRATES' and 'TEXARKANARESIDENT' for the state of Arkansas.
Clients may provide their own entity wide defaults for the Misc Tax Parameters in IPUTP. Any value entered in IPRLU would override the defaults defined in the IPUTP.
Internal Miscellaneous Identifiers#
Internal Miscellaneous Identifiers are automatically loaded in via the UPUTR process, these are used to provide Default Methods
| Level | Miscellaneous Identifier | Provided By | Allow IPRLU Override |
|---|---|---|---|
| Federal | 401K_CATCHUP | Internal | Yes |
| State | STATE_ROUNDING | Legislative | No |
| State | SUP_PAID_WITH_REG | Internal | Yes |
| State | SUP_PAID_WITHOUT_REG | Internal | Yes |
Federal level means the Miscellaneous Identifier will be generated with State Name = Federal and will be used at the Federal Level taxation, certain Federal Identifiers are applicable to all States of the same pay
e.g. 401K_CATCHUP is used for Federal and State Level 401K calculation
State level means the Miscellaneous Identifier will be generated with State Name = UPUTR selected list of States and will be used at the State Level taxation, these State Identifiers are specific to the defined State only
These Internal Miscellaneous Identifiers are used internally by UPCALC and will not be passed to the Symmetry Tax Engine
Certain Identifiers are defined according to Government Legislative Requirement which allows the Employer to override on IPUTP but however do not allow the employee to override at the employee level, these Identifiers are defined with Provided By = Legislative, e.g. STATE_ROUNDING
For the Internal Identifiers, the employee may optionally add this Identifier on IPRLLU MISC Tab to override the default value of IPUTP, e.g. SUP_PAID_WITH_REG
For State Supplemental Tax calculation, please read PR_US_IPRLU_Sup_Pay_v1.0.doc for detail for the usage of SUP_PAID_WITH_REG and SUP_PAID_WITHOUT_REG
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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