PR_US_IPRLUS_W 4_OPTIONS
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PR_US_IPRLUS_W4_OPTIONS#

This document describes how to set up Federal W4 and State W4 Form on the IPRLUS screen.

IPRLUS screen defines all the tax calculation methods and the W4 Forms set up using Miscellaneous Parameters to facilitate the US Tax Calculation in the UPCALC process via the Symmetry Tax Engine.aintain US Tax Filing Information (IPRLUS) form.



IMST Set Up#

IMST Site Preference - US IPRLUS W4 OPTION#

This IMST Site option allows users to define how to set up the Federal W4 Form and State W4 Forms on IPRLUS screen for each employee.

IMSST Screen set up:

PR_US_IPRLUS_W4_OPTIONS/PR_US_IPRLUS_W4_OPTIONS-01.png

IMST - W4 Option Processing#

US IPRLUS W4 OPTION = ‘00’ or Null#

- For option ‘00’, users can set up IPRLUS with all the Federal and State information in one Blank Entry, or in multiple State Entries, or in multiple Tax Jurisdiction Entries
- Each entry must define all the Federal W4 and the State W4 information and tax methods
- UPCALC uses the Pay Header’s Home and Work Jurisdiction to retrieve the appropriate IPRLUS entries

IPRLUS Scenario 1: - Employee uses one default IPRLUS entry only, State = ‘blank’ - Federal / State / Local Tab must define all Tax Methods.

IPRLUS Miscellaneous Tab contains all Miscellaneous Parameters for Federal and all States.

IPRLUS Scenario 2: - Employee can set up one IPRLUS entry for each State, e.g. State = ‘California’, ‘Nevada’ - The Federal / State / Local Tab must define all Tax Methods for each IPRLUS entry.

US IPRLUS W4 OPTION – ‘01’#

IPRLUS Example: Employee has One Blank entry, and several States entries

-IMCT ‘UPRLU MAPPING’ contains the Default Miscellaneous Parameters values for Federal and all States -UPCALC will add the IPRLUS Miscellaneous Parameters if any of the Misc. Parm are not exist -For Federal tax calculation, UPCALC retrieves the IPRLUS Entry with Blank State -For State tax calculations, UPCALC uses the Pay Header’s Home State and Work State to retrieve the appropriate IPRLUS entries -if IPRLUS does not exist for the Home State or Work State, UPCALC will automatically create the IPRLUS entry for that State along with the Miscellaneous Parameters from IMCT ‘UPRLU MAPPING’



Maintaining Federal W4 Parm#

IPRLUS – Federal W4 Misc Parm#

US IPRLUS W4 OPTION = ‘00’ or Null

US IPRLUS W4 OPTION = ‘01’

Maintaing State W4 Forms#

IPRLUS – State W4 Misc Parm#

US IPRLUS W4 OPTION = ‘00’ or Null

US IPRLUS W4 OPTION = ‘01’

IPRLUS Example:


Notes #

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