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US LOAD TAX RATES AND STATE PARAMETERS#

Overview#

This page describes the process to load US Tax Rates and US State Miscellaneous Parameters from the Symmetry Server that calls the Symmetry Tax Engine (STE).

UPUTR - Selection Criteria#

US_Load _Tax_ Rates_ and_ State_ Parameters_01.JPG

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UPUTR Processing#

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 Jursidiction" 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.

• IPUTR US Tax Rates are for information purposes only (except the overridden SUTA / FUTA rates). The tax rates are not passed to Symmetry for tax calculation, rather Symmetry retrieves the tax rates directly within their tax engine (SymmetryTaxServer).

• UPCALC will read IPUTR for SUTA / FUTA Overridden amounts and will pass these overridden amounts to Symmetry for the tax calculations.

• There are two options to set up Overridden Rate, Overridden Wage Base or Overridden Tax Limit:
  1. IPUTR
     • Enter the rate or wage base provided by the government on the Override fields.
     • These overrides are applicable for the entire company for the state.
     • Rate overrides are only applicable for FUTA, SUTA, SUTA SC, SUI EE and SDI EE tax identifiers, overrides entered for other tax rates will not be read.
  2. IDGV
     • If there is a specific rate given by the government for different State Registration #, then enter on IDGV by "Reg Type", this overrides the IPUTR rate.
     • UPCALC retrieves IDGV by Government Registration from the employee's pay header group.

• The Effective Date entry in IPUTR is not used by Symmetry. 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.
• The Effective Date entry in IPUTR is used by UPCALC to determine which record to read for any overridden tax rate for the pay 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.

Tax Rates Processing (IPUTR)#

• If the 'Remove Old Tax Rates' toggle is set to <<Yes>>, UPUTR removes IPUTR Tax Rates entries that are prior to the specified effective date for the selected states.

• If the 'Load Tax Rates' toggle is set to <<Yes>>, UPUTR retrieves the US Tax Rates for the selected list of states and loads into them IPUTR for the specified effective date.

• If IPUTR has Tax Rate entries that have an effective date PRIOR to the UPUTR specified effective date and an expiry date of '31-Dec-3999', these Effective Date entries will be expired within one day prior to the newly selected effective date. UPUTR will generate a new set of IPUTR entries with the newly specified effective date and expiry date of 'Dec-31-3999'.

• If IPUTR has Tax Rate entries that have an effective date MATCHING the UPUTR specified effective date and and an expiry date of '31-Dec-3999', these Effective Date entries will be checked and updated if values are different.

• If IPUTR has Tax Rate entries that have an effective date GREATER than the UPUTR specified effective date, these Effective Date entries will be consolidated with the selected Effective Date entries and the latest Effective Date entries will be used in order to retain the latest user Overridden amounts.

State Miscellaneous Tax Parameters Processing (IPUTP)#

• If the 'Load State Misc. Params' field is set to <<Yes>>, UPUTR loads in IPUTP Miscellaneous Tax Parameters for list of selected states.

• An Effective Date entry is not required for IPUTP as the most recent State Tax Miscellaneous Parameters are always loaded.

• If an old Miscellaneous Tax entry is not used in the current load, this parameter will be marked with 'OBSOLETE' in the Miscellaneous Identifier field

• In IPRLU, on the Miscellaneous tab, the values for the Obsolete Miscellaneous Identifier will not be used in UPCALC. These Obsolete Miscellaneous Identifiers are for historical purposes only.

• UPUTR will default values for a few state tax parameters, mainly those that require a value of <<True>> or <<False>>. For the True/False tax parameters, UPUTR will default a value of <<FALSE>> as this value would make the most sense for the general public. A few examples would be the parameters 'LOWINCOMETAXRATES' and 'TEXARKANARESIDENT' for the state of Arkansas.

• Clients may provide their own entity wide defaults for the Misc Tax Parameters in IPUTP. Any value entered in IPRLU would override the defaults defined in the IPUTP.

Internal Miscellaneous Tax Identifiers Usage(IPUTP)#

• At the federal or state level, UPUTR will load in a list of Miscellaneous Identifiers to provide the default method to be used.

• The Miscellaneous Identifiers are given a Usage to indicate where the Identifier is used within the application and who provided the Identifier.

• There are three types of Identifier Usages:
  • 01 - Employee Level (STE)
  • 02 - Employee Level
  • 03 - Legislative Level

• The Identifiers with a usage of ‘Employee Level (STE)’ are provided by the Symmetry Tax Engine and will be available in the IPRLU / IPRLUS screen for employees to provide their tax filing information. These parameters will be directly passed to the Symmetry Tax Engine for calculation.

• The Identifiers with a usage of ‘Employee Level’ are systme provided and will be interpreted by UPCALC prior to being passed to the Symmetry Tax Engine. These Identifiers will be available in the IPRLU / IPRLUS screens to select.

• The Identifiers with a usage of ‘Legislative Level’ are provided by High Line and will be interpreted by UPCALC prior to being passed to the Symmetry Tax Engine. These Identifiers are Government Legislative type requirements allowing Employers to provide/override tax requirements. These identifiers will not be available to the employee in IPRLU / IPRLUS.

• The following table provides examples of each of the different Usages and whether they allow an override at the IPRLU / IPRLUS screens.

Level	Miscellaneous Identifier	Provided By	Allow IPRLU Override
Federal	401K_CATCHUP	Employee Level	Yes
Federal	IRS_MAX_EXEMPTIONS	Employee Level	Yes
State	FILINGSTATUS	Employee Level (STE)	Yes
State	STATE_NEXUS	Legislative Level	No
State	STATE_ROUNDING	Legislative Level	No
State	SUP_PAID_WITH_REG	Employee Level	Yes
State	SUP_PAID_WITHOUT_REG	Employee Level	Yes
Oregon	TRANSIT_CANBY_TAX	Employee Level	Yes
Oregon	TRANSIT_LANE_TAX	Employee Level	Yes
Oregon	TRANSIT_TRIMET_EXCISE_TAX	Employee Level	Yes
Oregon	TRANSIT_SANDY_TAX	Employee Level	Yes
Oregon	TRANSIT_WILSONVILLE_TAX	Employee Level	Yes
Oregon	TRANSIT_SOUTH_CLACKAMAS_TAX	Employee Level	Yes

• Federal level means the Miscellaneous Identifier will be generated with the State Name field set to '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 field set to a 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 the Level field is set to a specific state name (e.g., 'Oregon'), the Miscellaneous Identifies will be generated for that state if the UPUTR selected list of states contains the state name.

UPUTR Sample#

UPUTR - Sample Run#

1. Print Detail = <<No>>
   US_Load _Tax_ Rates_ and_ State_ Parameters_02.JPG
2. Print Detail = <<Yes>>
   US_Load _Tax_ Rates_ and_ State_ Parameters_03.JPG

UPUTR - Screens Updated#

If UPUTR is run in Non-Trial mode, the following list of screens are updated:

IPUTR - Maintain US Tax Rates#

US_Load _Tax_ Rates_ and_ State_ Parameters_04.JPG

• You should click the applicable state to view the tax rates.

• Tax Rate Seq is in the format of 'XXnnnn', where XX is the State code and nnnn is a sequential 4 digit number. The sequence is not pre-determined, it is simply the order in which the parameter was loaded in by UPUTR. The sequence of the tax parameters mentioned in the documentation may not match exactly to the sequence you have in your environment. The sequence is used to order the parameters and to distinguish them at the state level in IPRLU.

• The State code for the federal level is "00".

• Tax Identifier format is pre-defined by Symmetry with the Location code and Tax type.

• The Tax Rate, Wage Base information may be provided or it may be set to zero to indicate this Tax type will be calculated.

• In order to sort either by Effective Date or by State, you may drag the applicable column to the left side at the scroll block.

• This screen is loaded by UPUTR, you do not need to enter information on this screen except to enter the Override amounts.

IPUTP - Maintain US Tax Parameters #

US_Load _Tax_ Rates_ and_ State_ Parameters_05.JPG

• You may select the applicable state to view the State Miscellaneous Tax Parameters.

• Misc Tax Parm is in the format of 'XXnnnn', where XX is the State code and nnnn is a sequential 4 digit number.

• Miscellaneous Identifier is retrieved from Symmetry and will be passed to STE with this exact name for tax calculation by UPCALC (e.g., FILINGSTATUS).

• This screen is loaded by UPUTR, you do not need to enter information on this screen other than to provide default values, if desired.

• The Reference Text field contains the editing information for the Miscellaneous Identifier.

• IPUTP information will be used on IPRLU - Miscellaneous tab.

IPRLU - Miscellaneous Tab#

US_Load _Tax_ Rates_ and_ State_ Parameters_06.JPG

• All employees MUST be set up on IPRLU - Miscellaneous tab prior to running UPCALC to calculate US Taxation by Symmetry.

• IPRLU can be set up with or without a State code.

• UPCALC will pick up the state record first, if no matching state record can be found UPCALC will then look for a jurisdiction record matching the jurisdiction on the employee's IPPH. If UPCALC cannot locate a matching jurisdiction record it will then read the default IPRLU record.

• When IPRLU is set up without a state, the Misc. Tax Parm can be entered for all states. The Reference Text will help you to enter the correct information in the Field Variable

• When IPRLU is set up with a state, the Misc. Tax Parm must be entered for that specific state only. This IPRLU entry contains pertaining information to be used for this state. (e.g., a different tax method can be defined for this state.)

• When UPCALC creates the default IPRLU record for an employee who does not have a record, (e.g., a new hire), the UPCALC will read IPUTP for any default values that may be defined. If none are found the system will use the first option available in the reference text, (e.g., 0 for Total Allowances). For the Filing Status tax parameters, UPCALC will derive the Filing Status from the Vertex Filing Status in the State tab and if null will then use the Federal Filing Status.

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Notes #

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