Wiki: IPW 4 S

Maintain US State Tax Filing Information#

This screen will have only State Miscellaneous Parameter entries. Multiple entries can be made here depending upon the different Tax Jurisdictions the employee lines or works in.

State: This field allows the user to enter a State in which the employee either lives or works in. The field will show the name of the state.

Jurisdiction: This field allows the user to enter a Tax Jurisdiction.

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.

This function is date sensitive and changes made in these areas below the date navigator may be split with a new effective date.

State tab#

State Tax Method: This field specifies the State tax method for the employee.

State Suppl. Tax Method: This field specifies the state supplemental tax method for the employee.

SUI EE Method: This field specifies the employee's calculation method for State Unemployment Insurance

SUI ER Method: This field specifies the employer's calculation method for State Unemployment Insurance

SDI EE Method: This field specifies the employee's calculation method for State Disability Insurance

SDI ER Method: This field specifies the Employer's calculation method for State Disability Insurance

Add'l $ or% 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.

Add'l Tax for Res.: This field indicates whether the additional tax per period is for Residence State tax:

Add Tax not for RES
Add Tax for RES

Add'l Tax for Work: This field indicates whether the additional tax per period is for Work State tax:

Add Tax not for WORK
Add Tax for WORK

Flat 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.

Tax % Override: 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.

Reciprocity Agreement: 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.

WC Method: This field specifies the calculation method for Worker's Compensation.

W4 and Miscellaneous Parameters#

The Misc Tax Parameters must be provided for all States the employee lives and works in

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 is used to order the parameters and to distinguish them at the state level in IPRLUS.

W4 Misc. 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.

Entered Value: 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. 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: 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.

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.

Local tab#

Local level Taxation is automatically calculated by the SymmetryTaxEngine based on the GNIS location code (i.e.GEO Code).

There is no need to set up Local Tab Information except to suppress certain Tax Calculation by entering 'Do Not Calculate' on the Local Tab.

Additional Local Misc Identifiers may be supplied by the system via IPUTP (Maintain US Tax Parameters) screen. If there are local level Tax Identifiers for the state in which the Employee lives or works in, these should be added to the Misc Tax Parameters table in the State tab.

County Tax Method: This field specifies the county tax method for the employee

City Tax Method: This field specifies the city tax method for the employee

School Tax Method: This field specifies the school district tax method for the employee

Head Tax Method: This field specifies whether head tax should be calculated for the employee

Local Reciprocity: This field indicates if the employee has filed a 'Non-Residency Certificate' with the employer and therefore the local tax is to be calculated by the certificate.

Notes #

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