TAXATION_LEVEL is a field which is used in the IDIF form to identify the level of taxation the interface will be reporting. This is used for year end and quarterly reporting by functions such as RPYEC and RPYEU.
When referenced in IPUTP, the taxation level means the following:
- ‘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 for all States 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
- If Level = specific State name (e.g. ‘Oregon’), this means these Miscellaneous Identifies will be generated for State of Oregon if UPUTR selected list of States contains ‘Oregon’
X_TAXATION_LEVEL is a fixed lexicon with the following values:
Saved Value | Displayed Value |
---|---|
0000 | Not Specified |
0101 | Cdn Federal Level |
0111 | Cdn Prov Level |
0120 | Cdn ROE |
0201 | US Federal Level |
0241 | US State Level |
0251 | US SUI Level |
0271 | US Local Level |
0281 | US School District |