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LOAD US TAX RATES AND STATE MISC PARAMETERS#

The UPUTR screen loads US Tax Rates and US State Miscellaneous Parameters into the system

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UPUTR Report Parameters#

Report Parameters
Effective Date	Mandatory,Date, LOV Available You must enter an Effective date for the tax rates.
Remove Old Tax Rates	Optional,Yes or No lexicon available If <YES>, the report will remove old IPUTR Tax Rates that match the specified Effective date. You may run UPUTR to remove old tax rates without loading new rates, which allows you to clean up historical tax rates.
Load Tax Rates	Optional,Yes or No lexicon available If <YES>, the report load IPUTR Tax Rates for the specified Effective date and selected states If this toggle is set to <<Yes>>, you do not need to set the 'Remove Old Tax Rates' toggle to <<Yes>>. UPUTR will automatically match or create new entries with the same Effective date. This is because UPUTR needs to retain the Overridden User Rates and therefore cannot remove Old Rates of the same Effective Date before loading.
Load State Misc Parms	Optional,Yes or No lexicon available If <YES>, the report will load IPUTP Tax Parameters for selected states.
Country	Mandatory You must enter the Country code in order to filter the list of states.
State	Optional You may enter list of states to be processed. If no states are entered in this field, then all states will be processed. If you wish to load Federal rates, you must select 'Federal' from the list of states. If you wish to load County or City rates, you MUST enter a list of states and then enter the Jurisdictions parameters below.
Load All Jurisdiction	Optional,Yes or No lexicon available By default, this toggle is set to <<No>>, which means that the Jurisdiction Tax Rates will not be automatically loaded for each jurisdiction. This is because the volume of information would affect the performance of UPUTR. Some users may pay into jurisdictions that have taxes while others do not. If you wish to view the Tax Rates by Jurisdictions on IPUTR, you may: (1) either select <<Yes>> for this toggle to load all Jurisdiction Tax Rates into IPUTR for all IDTX entries for the state, (2) or enter a list of jurisdictions in the following field. Note: IPUTR Jurisdiction entries are for information only. The tax calculation will actually be calculated directly from the Symmetry Tax Server; the rates (except for Overridden rates) are not picked up from IPUTR.
Load Only Jurisdiction	Optional This field allows you to enter a list of jurisdictions in order to load in the County or City rates. (e.g. City of Yonkers) Note If the "Load All Jurisdiction" toggle is set to <<Yes>>, this toggle will not be used.
Trial	Optional, to allow user to run in Trial or Update mode this allows user to review the Run Log report prior to Update
Trial	Optional, 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>, IPMT, IPUTR screens will be updated.
Print Details	Optional, Yes or No lexicon available//If <Yes> then the report will show the detailed dump of the Tax Rates and State Misc Tax Parameter information If you choose <<Yes>> for this toggle, the report size may be quite large, therefore you should leave this report to the default of << No>> unless for tracing purposes.
Exception Level	Optional, Exception Level lexicon available This field defines the exception level (report messages) required. You should run the report with this toggle set to <<Exceptions Only>>. If this toggle is set to <<Utility Trace>>, the report may be over several hundred pages.
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.

Print Parameters

Report Parameters

Load Effective Date - Mandatory, user must enter an Effective Date for loading of the Tax Rates - if UPUTR is run for printing IPUTR / IPUTP only, it is recommended that this Effective date should be entered, the Print From Date is optional and will default to this date

Remove Old Tax Rates - Optional, to remove IPUTR old Tax Rates that match the specified ‘Load Effective Date’ - user may run UPUTR to remove Old Tax Rates without loading new rates, this allows users to clean up historical tax rates

Load Tax Rates - Optional, to load IPUTR Tax Rates for the specified Effective Date and selected States - if this parameter is ‘Yes’, user does not need to enter ‘Yes’ to the parameter ‘Remove Old Tax Rates’ because UPUTR will match or create new entries with the same Effective date as UPUTR needs to retain the Overridden User Rates and therefore cannot remove Old Rates of the same Effective Date before loading

Load State Misc Parms - Optional, to load IPUTP Tax Parameters for selected States

Trial - Optional, to allow user to run in Trial or Update mode - this allows user to review the Run Log report prior to Update - in Non-Trial mode, IPMT, IPUTR screens are updated

Print Load Detail - Optional, to show detail dump of the Tax Rates and State Misc Tax Parameter information - if ‘Print Detail’ is Yes, the report size may be quite large, user should run with ‘Print Detail’ = No unless for Tracing - by default, users should not Print in Detail

Exception Level - user should run with Exception Level except for Tracing - in ‘Utility Trace’, the report may be over several hundred pages

User Comment - enter User Comments to be printed on the Parameter page

Report Filters

Country - Mandatory, user must enter the Country Code to filter the list of States State: - Optional, user may enter list of States to be processed - if list of States are not entered, then all States will be processed - if user wants to load Federal rates, user must select Federal from the list of States - if user wants to load County or City Rates, user MUST enter list of States and then enter the Jurisdictions parameters below

Load All Jurisdiction: - Optional, default is No - by default, Jurisdiction Tax Rates will not be automatically loaded for each Jurisdiction due to volume and performance of UPUTR - some users may pay in Jurisdictions that have taxes, some users do not - it is recommended to load All Jurisdiction if users are paying with many jurisdictions - for users who wish to view the Tax Rates by Jurisdictions on IPUTR, user may: (1) enter Yes to this prompt to load all Jurisdiction and School Tax Rates into IPUTR for all IDTX and IDSD entries for the State, OR (2) enter list of Jurisdictions to the next prompt

- note: IPUTR Jurisdiction entries are for Information only, the Tax calculation will actually be calculated directly from the SymmetryTaxServer, the rates are not picked up from IPUTR except the Overridden Rates

Load Only Jurisdiction: - Optional, user may enter list of Jurisdictions to load in the County or City Rates e.g. City of Yonkers - if ‘Load All Jurisdiction’ prompt = Yes, then this prompt will not be used

Print Parameters

Print From Date - Optional, user may enter a date that is different than the ‘Load Effective Date’ for printing of IPUTR and / or IPUTP - if the Print From Date is not specified, this will default to Load Effective Date Print IPUTR Tax Rates - Optional, specify if the IPUTR Tax Rates are to be printed for selected States Print IPUTP Misc Parms - Optional, specify if the IPUTP Misc Parm are to be printed for selected States Print on Report - Optional, specify if IPUTR or IPUTP basic information are to be printed on report - user may generate .csv file without printing on report to save some paper Create File - Optional toggle to generate a .csv file with IPUTR / IPUTP information Directory Name - if Create File = ‘Y’, user must enter a valid Directory Name for the .csv file File Name - if Create File = ‘Y’, user must enter a File Name for the .csv file

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UPUTR - Processing#

• At the Federal and State level, UPUTR loads in the US Tax Rates and Miscellaneous Tax Parameters for the list of states selected.

• In order for Federal rates to be loaded, <<Federal>> must be selected from the State field.

• If you are paying County or City taxes, you may load in the County or City rates by entering either setting the "Load All Jurisdictions" toggle to <<Yes>> or by entering a list of Jurisdictions to be included in the "Load Only Jurisdiction" field. (e.g., City of Yonkers for New York State)

• After UPUTR is run, you should go into the IPUTR and IPUTP screens to view the newly loaded Tax Rates and State Miscellaneous Tax Parameters.

• In order to load in the latest tax rates and State Miscellaneous Tax parameters, the frequency of the UPUTR run should be as follows:
  • Annually as of January of each year
    • UPUTR should be scheduled as part of the Legislation Cycle to be run at the beginning of the year.

• • When Symmetry Tax Engine is upgraded
    • When STE is delivered due to either software upgrade or tax rate changes, you should run UPUTR to pick up any new rates or State Miscellaneous Tax parameters.

• • At User request
    • If you start to pay into a new state, you may run UPUTR.
    • You may run UPUTR at any time to load in the County or City rates.

• If the 'Print Detail' toggle is set to <<Yes>>, UPUTR will list the detail entries that are processed for each Tax Rate level and each State Miscellaneous Tax parameter.

• The UPUTR will load in all tax rates, regardless of when they become effective. During the tax calculation, UPCALC will pass to the SymmetryTaxServer the pay period issue date to determine which tax rates to use for the period being paid.
• If you need to add in a new effective date entry for a change to an overridden tax rate (e.g., new government supplied SUTA rate) you would run UPUTR for the new effective date.

• When UPUTR is generating new sets of Effective Date entries, the Overridden Rates and Amounts will be copied into the new Effective Date entries.

• If an old Tax Rate entry is not used by Symmetry in the current load, this old Tax Rate will not be copied into the new Effective Date set, however, if you are reloading with an existing Effective Date, then this old Tax Rate will remain unchanged for historical purposes.

For more information on the UPUTR function please read the page US Load Tax Rates and State Parameters

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Notes #

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