AUDIT US TAX FILING INFORMATION#
Report Parameters & Filters#
| Report Parameters | |
|---|---|
| As of Date | Mandatory, user must provide a Date for the system to select which assignment and personal records to review for work and resident state |
| Create File | Optional, when 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 |
| Update Method | Mandatory, user must select which update option the UPRLU must perform Vertex Conversion - inserts Miscellaneous Tax Parameters in IPRLU based on current information in State tab of IPRLU Update Misc Tax Parameters â not supported at this time, intention is that this method will update IPRLU with any new tax parameters |
| 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, allows the user to specify a file name for the UPRLU flat file created The file extension must be .xls, this is the only supported file format for UPRLU |
| Trial | Optional, allows the user to run in Trial or Update mode With No selected, Misc Tax Parameters will be inserted in IPRLU With Yes selected, report will indicate what records could potentially be updated. If Create File = Yes, the flat file will still be created |
| Exception Level | Mandatory, allows the user to select the amount of trace messages to print in the report Report should be run with Exception Level 0 If issues are encountered re-run UPRLU with Exception Level = 9 for 1 employee. |
| User Comment | Allows comments to be printed on the Parameter page |
| Report Filters | |
|---|---|
| Payroll | Optional, Multiple, and LOV available Multiple payrolls may be selected per execution of this function. |
| Pay Category | Optional, Multiple and LOV available Multiple pay categories may be selected. |
| Pay Period | Optional, Multiple, and LOV available Users may limit the information selected by indicating specific pay periods. |
| Batch Number | Optional, Multiple, and LOV available Users may limit the information selected by specifying batch numbers. |
The report filters may be used to filter the employee records by the selected options, for example only run for Employment Status = Active.
| People List | |
| 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 | |
| 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, Multiple Selection Available, LOV Available This will limit the report to the employment types selected. |
| Assignment Type | Optional, Multiple Selection Available, LOV Available This will limit the report to the assignment types selected. |
| Pay Type | Optional, Multiple Selection Available, LOV Available This will limit the report to the pay types selected. |
Notes #
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