AUDIT US TAX FILING INFORMATION#
Processing Information#
The UPRLU is used to generate the values on the IPRLUS form.The UPRLU reads IMCT 'UPRLU MAPPING' to generate the Misc. Tax Parameters on IPRLUS with the default set up.
IMCT ‘UPRLU MAPPING’ contains the list of Tax Parameters at the employee level only, therefore if the IPUTP Tax Parameter does not exist on IMCT, this IPUTP tax parameter will not be inserted on IPRLUS, this means the IPUTP tax parameter is for UPCALC internal use only
If the UPRLU is run with 'Exception Level: 0-Exception Level', UPRLU displays the report with Statistics only
- UPRLU Version: 27-Oct-2019
- 257 Assignments (Current and Future) Processed
- 211 Employees Processed
- Trial Mode, All Updates have been Rolled Back
If the UPRLU is run with 'Exception Level: 1-User Trace', UPRLU displays the report with Tax Parameters
- UPRLU Version: 27-Oct-2019
- As of Date: 01-Aug-2019
- Create File: Y
- Update_method: (01) Default Method
- Directory Name: OUTPUT
- File Name: UPRLU-487634.xls
- Exception Level: 1
- Trial: Y
- Process_misc 0000000973 -- Process Empl (0000000973) Winfield, PAUL for IPRLUS Misc Parameters for State: CT
- Insert_misc 0000000973 INSERT IPRLUS Federal Tax Parameter: 000005 2020_W4 = FALSE
- Insert_misc 0000000973 INSERT IPRLUS Federal Tax Parameter: 000006 TOTAL ALLOWANCES = 0
- Insert_misc 0000000973 INSERT IPRLUS Federal Tax Parameter: 000007 FILINGSTATUS = S
- Insert_misc 0000000973 INSERT IPRLUS Federal Tax Parameter: 000008 TWO_JOBS = FALSE
- Insert_misc 0000000973 INSERT IPRLUS Federal Tax Parameter: 000009 DEPENDENTS_AMT = 0
- Insert_misc 0000000973 INSERT IPRLUS Federal Tax Parameter: 000010 OTHER_INCOME = 0
- Insert_misc 0000000973 INSERT IPRLUS Federal Tax Parameter: 000011 DEDUCTIONS = 0
'
During testing of the UPRLU, the user may wish to re-run the UPRLU to re-test.
- an SQL script is delivered to help the user delete IPRLUS Tax Parameters for SYSDATE so users can re-test.
- In SQL+, login to the database and execute:
- >@DELETE_IPRLUS_TAX_PARM.sql
Report Parameters & Filters#
| Report Parameters | |
|---|---|
| As of Date | Mandatory, Date LOV available This field indicates the date from which information is to be collected. You must provide a date for the system to select which assignment and personal records to review for work and resident state. |
| Create File | Optional, Yes or No lexicon available If <Yes> is selected UPRLU will create a flat file showing the original information in the Vertex columns and the new value in the Misc Tax Parameters. If NO, the report will be run without creating an interface file (normally for testing purposes). |
| Update Method | Mandatory, X_UPRLU_METHOD lexicon available You must select which update option the UPRLU must perform. |
| Directory Name | Optional, allows the user to specify a valid directory known to the database server. This is used when the Create File parameter is set to <Yes>. |
| File Name | Optional, Text This field displays the file name of the data being uploaded. The file extension must be .xls, this is the only supported file format for UPRLU. |
| Trial | Mandatory, Yes or No lexicon available You may choose to run the report in a trial mode to see results <Yes> or in update mode <No>. If this toggle is set to <No>, the miscellaneous tax parameters will be inserted in IPRLU. If this toggle is set to <Yes>, the report will indicate which records could potentially be updated. If the Create File toggle is also set to <Yes>, the flat file will still be created. |
| Exception Level | Mandatory, Exception Level lexicon available This field defines the exception level (report messages) required. Report should be run with Exception Level 0 If issues are encountered re-run UPRLU with Exception Level = 9 for one employee. |
| User Comments | Optional, Text This field holds the user-supplied comment which will appear in the header of all pages of the report. This is useful during testing phases to identify similar reports from each other. |
The report filters may be used to filter the employee records by the selected options, for example only run for Employment Status = Active.
| Report Filters | |
|---|---|
| People List | Optional, LOV Available This will limit the report to the people list selected. |
| Person | Optional, Multiple Selection Available, LOV Available This will limit the report to the persons selected. |
| Entity | Optional, Multiple Selection Available, LOV Available This will limit the report to the entities selected. |
| Location | Optional, Multiple Selection Available, LOV Available This will limit the report to the locations selected. |
| Auth Area | Optional, Multiple Selection Available, LOV Available This will limit the report to the authorization areas selected. |
| Department | Optional, Multiple Selection Available, LOV Available This will limit the report to the departments selected. |
| Org Level Type | Optional, X_ORG_LEVEL_TYPE lexicon available This will limit the report to the org level type selected. |
| Org Level Code | Optional, Multiple Selection Available, LOV Available This will limit the report to the organizational levels selected. |
| Unit | Optional, Multiple Selection Available, LOV Available This will limit the report to the units selected. |
| Group | Optional, Multiple Selection Available, LOV Available This will limit the report to the groups selected. |
| Payroll | Optional, Multiple Selection Available, LOV Available This will limit the report to the payrolls selected. |
| Job | Optional, Multiple Selection Available, LOV Available This will limit the report to the jobs selected. |
| Position | Optional, Multiple Selection Available, LOV Available This will limit the report to the positions selected. |
| Employment Status | Optional, Multiple Selection Available, LOV Available This will limit the report to the employment statuses selected. |
| Employment Type | Optional, X_EMPLOYMENT_TYPE lexicon available This will limit the report to the employment types selected. |
| Assignment Type | Optional, X_ASSIGN_TYPE lexicon available This will limit the report to the assignment types selected. |
| Pay Type | Optional, X_PAY_TYPE lexicon available This will limit the report to the pay types selected. |
