The UPUTR screen loads US Tax Rates and US State Miscellaneous Parameters into the system.
Field | Description |
---|---|
Load Effective Date | Mandatory. Users must enter an Effective date for the tax rates. Date, LOV Available |
Remove Old Tax Rates | Optional. When set to YES, the report will remove old IPUTR Tax Rates that match the defined Effective date. Users can run UPUTR to remove old tax rates without loading new rates, to clean up historical tax rates. Yes or No lexicon available |
Load Tax Rates | Optional. When set to YES, the report load the IPUTR Tax Rates for the defined Effective date and the selected States. When this toggle is set to YES, users 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 with the same Effective Date before loading. Yes or No lexicon available |
Load State Misc Parms | Optional. When set to YES, the report will load the IPUTP Tax Parameters for selected States. Yes or No lexicon available |
Load Tax District Type | Optional. If defined, the PSD Codes (Political Subdivision Codes) for Pennsylvania will be loaded and stored on IDSD. District Type lexicon available |
Trial | Optional. When set to YES, the report will be run in trial mode. When this toggle is set to NO, the IPMT and IPUTR forms will be updated. Yes or No lexicon available |
Print Load Detail | Optional. When set to YES, the report will show the detailed dump of the Tax Rates and State Misc Tax Parameter information. When set to YES, the report size may be quite large, therefore users should leave set this toggle to NO, unless required for tracing purposes. Yes or No lexicon available |
Exception Level | Optional. This field defines the exception level (report messages) to be printed. Users should run the report with this toggle set to 'Exceptions Only' unless reuqired for tracing. When this toggle is set to 'Utility Trace, the report could be over several hundred pages. Exception Level lexicon available. |
User Comment | Optional. Users can enter test that will be printed on the header of the report. This is useful during testing phases to identify similar reports from each other. Text field. |
UPUTR Report Filters
Field | Description |
---|---|
Country | Mandatory. Users must enter the Country code in order to filter the list of States. |
State | Optional. Users can enter a list of States to be processed. If no states are defined, then all States will be processed. If a user wants to load the Federal rates, this field should be defined as 'Federal' from the list of States. If a user wants to load County or City rates, a list of States MUST be entered, and then define the Jurisdictions parameters below. |
Load All Jurisdiction | Optional. When set to YES, the Jurisdiction Tax Rates will be automatically loaded for each jurisdiction. The default for this field is NO because the volume of information could affect the performance of UPUTR. Some employees may pay into jurisdictions that have taxes, while others do not. To view the Tax Rates by Jurisdictions on IPUTR, you can: (1) Set this toggle to YES to load all Jurisdiction Tax Rates into IPUTR for all IDTX entries for the State, OR (2) Enter a list of jurisdictions in the 'Load Only Jurisdiction' field. Note: IPUTR Jurisdiction entries are for information purposes only. The tax calculation will be calculated directly from the Symmetry Tax Server; the rates (except for Overridden rates) are not picked up from IPUTR. Yes or No lexicon available |
Load Only Jurisdiction | Optional. Users can enter a list of jurisdictions to load in the County or City rates. Example: City of Yonkers. Note: If the "Load All Jurisdiction" toggle is set to YES, this toggle will not be used. |
UPUTR Print Parameters
Field | Description |
---|---|
Print From Date | Optional. Users can 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 defined, the Load Effective Date is used. |
Print IPUTR Tax Rates | Optional. Defines if the IPUTR Tax Rates should print for the selected States. |
Print IPUTP Misc Parms | Optional. Defines if the IPUTP Misc Parm should print for the selected States. |
Print Tax District Type | Optional. Defines if the PA PSD Codes should print for Pennsylvania. |
Print on Report | Optional. Defines if the IPUTR or IPUTP basic information should printed on report. Users can generate a .csv file without printing on the report to save some paper |
Create File | Optional. When set to YES, a .csv file is generated with IPUTR / IPUTP information |
Directory Name | Defines the valid Directory Name for the .csv file |
File Name | Defines the File Name for the .csv file |
At the Federal and State level, UPUTR loads in the US Tax Rates and Miscellaneous Tax Parameters for the defined list of States.
In order for Federal rates to be loaded, users must define the State field as "Federal".
If your organization is paying County or City taxes, users can load in the County or City rates by either setting the "Load All Jurisdictions" toggle to YES, or by defining a list of Jurisdictions in the "Load Only Jurisdiction" field, such as City of Yonkers for New York State.
After UPUTR is run, users should go into the IPUTR and IPUTP forms 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:
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.
UPUTR will load in all tax rates, regardless of when they become effective. During the tax calculation, UPCALC will pass to the the Pay Period Issue Date to the Symmetry Tax Server to determine which tax rates to use for the period being paid.
The IPUTR US Tax Rates are for information purposes only (except for the overridden SUTA / FUTA rates). The tax rates are not passed to Symmetry for tax calculations, rather Symmetry retrieves the tax rates directly within their tax engine (Symmetry Tax Server).
The UPCALC process 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
2. IDGV
The Effective Date entry on IPUTR is not used by Symmetry. The UPUTR process will load in all tax rates, regardless of when they become effective. During the tax calculations, UPCALC will pass the pay period issue date to the Symmetry Tax Server to determine which tax rates to use for the period being paid.
The Effective Date entry on IPUTR is used by the UPCALC process to determine which record to read for any overridden tax rate for the pay period being paid.
If a user needs to add in a new effective date entry for a change to an overridden tax rate, such as new government supplied SUTA rate, users should 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 a user is 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
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, the State field must be defined as 'Federal'.
If an organization is paying County or City taxes, users can load in the County or City rates by 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. Example: City of Yonkers for New York State.
After UPUTR is run, users should go into the IPUTR and IPUTP forms 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:
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 IPUTR US Tax Rates are for information purposes only (except for the overridden SUTA / FUTA rates). The tax rates are not passed to Symmetry for tax calculations, rather Symmetry retrieves the tax rates directly within their tax engine (Symmetry Tax Server).
The UPCALC process 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
2. IDGV
The Effective Date entry on IPUTR is not used by Symmetry. The UPUTR process will load in all tax rates, regardless of when they become effective. During the tax calculations, UPCALC will pass the pay period issue date to the Symmetry Tax Server to determine which tax rates to use for the period being paid.
The Effective Date entry on IPUTR is used by the UPCALC process to determine which record to read for any overridden tax rate for the pay period being paid.
If a user needs to add in a new effective date entry for a change to an overridden tax rate, such as new government supplied SUTA rate, users should 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 a user is reloading with an existing Effective Date, then this old Tax Rate will remain unchanged for historical purposes.
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 defined effective date.
If IPUTR has Tax Rate entries that have an effective date PRIOR to the UPUTR defned effective date, and an expiry date of '31-Dec-3999', these Effective Date entries will expire within one day prior to the newly defined effective date. UPUTR will generate a new set of IPUTR entries with the newly defined effective date and expiry date of 'Dec-31-3999'.
If IPUTR has Tax Rate entries that have an effective date MATCHING the UPUTR defined effective date, 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 defined effective date, these Effective Date entries will be consolidated with the selected Effective Date entries. The latest Effective Date entries will be used in order to retain the latest user defined Overridden amounts.
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 as 'OBSOLETE' in the Miscellaneous Identifier field.
In IPRLU, on the 'Miscellaneous' tab, the values for the Obsolete Miscellaneous Identifier will not be used by UPCALC. These Obsolete Miscellaneous Identifiers are for historical purposes only.
UPUTR will default in the 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 to a value of FALSE, as this value would make the most sense for the general public. An example would be the 'LOWINCOMETAXRATES' and 'TEXARKANARESIDENT' parameters for the state of Arkansas.
Organizations can define their own entity wide defaults for the Miscellaneous Tax Parameters on IPUTP. Any value entered in IPRLU would override the defaults defined on IPUTP.
The Miscellaneous Identifiers are given a 'Usage' to define where the Identifier is used within the application, and who defined the Identifier.
There are three types of Identifier Usages:
01: The Identifiers with a usage of 'Employee Level (STE)' are provided by the Symmetry Tax Engine and will be available in the IPRLU and IPRLUS forms for employees to provide their tax filing information. These parameters will be directly passed to the Symmetry Tax Engine for calculation.
02: The Identifiers with a usage of 'Employee Level' are system provided and will be interpreted by the UPCALC process prior to being passed to the Symmetry Tax Engine. These Identifiers will be available on the IPRLU and IPRLUS forms to select.
03: The Identifiers with a usage of 'Legislative Level' are provided by the system and will be interpreted by the UPCALC process prior to being passed to the Symmetry Tax Engine. These Identifiers are Government Legislative type requirements allowing Employers to define/override tax requirements. These identifiers are not available to the employee on the IPRLU and IPRLUS forms.
The following table provides examples of each of the different Usages and whether they allow an override on the IPRLU and IPRLUS forms:
Level | Miscellaneous Identifier | Provided By | Allow IPRLU Override |
---|---|---|---|
Federal | IRS_LOCK_IN_FILING_STATUS | Employee Level | Yes |
Federal | APPLY_BENEFIT_WAGE_LIMIT | Legislative | No |
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 of taxation. Certain Federal Identifiers are applicable to all States of the same pay.
'State' level means the Miscellaneous Identifier will be generated for all States with State Name field set to a UPUTR selected list of States (LOV) and will be used at the State level of taxation. These State Identifiers are specific to the defined State only.
If the 'Level' field is defined with a specific State name, such as Oregon, the Miscellaneous Identifies will be generated for that State if the UPUTR selected list of States contains the specific State name.
If the 'Print IPUTR Tax Rates' and/or 'Print IPUTP Misc Parms' fields are set to YES, UPUTR will print the IPUTR/IPUTP information for the list of defined States with basic information such as Tax Rate Code, Tax Identifier, Tax Rate, Wage Base and Override Information.
If the 'Create File' field is set to YES, users must define a valid Directory name and a File name with extension of .csv. UPUTR will generate a comma delimited file with the IPUTR/IPUTP Detail Information.
The 'Print From Date' can be earlier than the 'Load Effective Date' to print historical information.
If the 'Print From Date' is not defined, the 'Load Effective Date' will be used.
Users can run UPUTR at any time to print the IPUTR/IPUTR information without loading the tax rates.
If UPUTR is run in Non-Trial mode, the following forms are updated:
The 'Misc Tax Parm' field is in the format of 'XXnnnn', where XX is the State code and nnnn is a sequential 4 digit number.
The Miscellaneous Identifier is retrieved from Symmetry and is passed to STE with the exact name for tax calculations by the UPCALC process. Example: FILINGSTATUS.
This form is loaded by the UPUTR process. Users do not need to enter information on this form, other than to provide default values, if required.
The Reference Text field contains the editing information for the Miscellaneous Identifier.
The IPUTP information will be used on IPRLU - 'Miscellaneous' tab.
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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