!!!Maintain US Federal Tax Filing Information At Federal level, IPW4F Screen handles only the US Federal Tax filling information. A default entry (without choosing any state information) should be added here to enter the Federal W4 and Federal level miscellaneous filing information. %%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.%% !!Federal tab ;[Fed Tax Method|US Tax Withholding Options (UFED_TAX_METHOD)|UFED_TAX_METHOD (US Tax Withholding Options)]:This field specifies the federal tax method for this employee. ;[Fed Suppl 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. ;[Add $ or % 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. ;[Flat 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 % Override|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. !Railroad Taxation For US Railroad Employers, this section contains the pay methods required to calculate all legislated deductions and contributions required for those employees. ;[Tier1 & 2 RRTA Method|URR_TIER1_SOC_METHOD]:This field specifies the Tier 1 and Tier 2 Railroad Retirement Tax calculation method for railway employees. ;[Tier1 MED Method|URR_TIER1_MED_METHOD]:This field specifies the Tier 1 Medicare tax calculation method for railway employees. There is no tax rate specified in [IPUTR] for this tax, it uses the Medicate tax rate instead. ;[RUIA Method|URR_RUIA_METHOD]:This field specifies the Railroad Unemployment Insurance Act (RUIA) tax calculation method for railway employees. !W4 and Miscellaneous Parameters The Misc Tax Parameters provided here are for the Federal level. ;[Tax Parm|TAX_RATE_CODE]: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 is used to order the parameters and to distinguish them at the state level in [IPRLUS]. ;[W4 Misc. Identifier|TAX_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|DESCRIPTION]:The Description field is used to display the name of the Tax Identifier without abbreviations. ;[Entered Value|FIELD_VARIABLE]:The Value field allows the Employee to provide their choice for the Tax Parameter. The Value field holds the valid value as indicated in the [Reference Text|REFERENCE_TEXT]. For example, for Filing Status the value may be S for single or M for married. The Values may be different for each state. ;[Default|FIELD_VARIABLE]: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|REFERENCE_TEXT]. !W4 Meaning and Misc Parm Explanation This section will hold detailed information and allowed values that a user can enter in the ‘Entered value’ field corresponding to the selected parameter in the miscellaneous section. ---- ![Notes|Edit:Internal.IPW4F] [{InsertPage page='Internal.IPW4F' default='Click to create a new notes page'}]