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MAINTAIN US TAX PARAMETERS#

The screen, Maintain US Tax Parameters (IPUTP), is used to display Tax Identifiers loaded in by UPUTR. These Tax Identifiers/Parameters are used to provide state specific tax filing information for an employee in their IPRLU or IPRLUS screens. The values provided for the Tax Identifiers are read by UPCALC during the taxation processing of an employee's pay.

The user must run UPUTR with the parameter 'Load State Misc Parms' = Yes to load in US Miscellaneous Tax Parameters for Federal and State taxation.

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.

The user may select the applicable State from the find block to view the State Miscellaneous Parameters by Misc. Tax Parm.

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.

Default Value

The client may provide a default value to a Tax Identifier/Parameter. The default value will be used by UPCALC unless the Employee provides a Value in IPRLU or IPRLUS. The Default Value must be a valid value as indicated in the Reference Text.

Field Required

This field indicates if the Tax Identifier/Parameter is required. Presently, this is not used by UPCALC.

Identifier Usage

This field indicates whether the Misc Tax Identifier/Parameter is supplied by the SymmetryTaxEngine, or if it is supplied by High Line and whether the Misc Tax Identifier may or may not be added to the employee's IPRLU or IPRLUS screen.

Reference Text

The Reference Text field contains the editing information for the Miscellaneous Identifier. Valid values for the Tax Parameter in focus is displayed. Only these values will be accepted, if a different value is entered the system will display a warning message to the user upon Save.

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	IRS_MAXIMUM_EXEMPTIONS	Internal	Yes
State	STATE_NEXUS	Legislative	No
State	STATE_ROUNDING	Legislative	No
State	SUP_PAID_WITH_REG	Internal	Yes
State	SUP_PAID_WITHOUT_REG	Internal	Yes
Oregon	TRANSIT_CANBY_TAX	Internal	Yes
Oregon	TRANSIT_LANE_TAX	Internal	Yes
Oregon	TRANSIT_TRIMET_EXCISE_TAX	Internal	Yes
Oregon	TRANSIT_SANDY_TAX	Internal	Yes
Oregon	TRANSIT_WILSONVILLE_TAX	Internal	Yes
Oregon	TRANSIT_SOUTH_CLACKAMAS_TAX	Internal	Yes

Federal level means the Miscellaneous Identifier will be generated with the State Name field set to 'Federal' and will be used at the federal level taxation. Certain Federal Identifiers are applicable to all states of the same pay.

State level means the Miscellaneous Identifier will be generated for all states with State Name field set to a UPUTR selected list of states and will be used at the state level taxation. These State Identifiers are specific to the defined state only.

If the Level field is set to a specific state name (e.g., 'Oregon'), the Miscellaneous Identifies will be generated for that state if the UPUTR selected list of states contains the state name.

These Miscellaneous Identifiers are used internally by UPCALC and will not be passed to the STE.

Certain identifiers are defined according to the government legislative requirement which allows the employer to override on IPUTP but not allow the employee to override at the employee level. These identifiers are defined by setting the Provided By field to 'Legislative' (e.g., STATE_ROUNDING).

For the internal identifiers, the employee may optionally add this identifier on the IPRLU - Miscellaneous tab to override the default value of IPUTP (e.g., SUP_PAID_WITH_REG).

For State Supplemental Tax calculation, please read US Taxation Supplemental Pay Processing for detail for the usage of SUP_PAID_WITH_REG and SUP_PAID_WITHOUT_REG

For additional information on how to load the tax parameters/identifiers please read the page UPUTR.