Table of Contents
- US PC USAGES
- Abbreviations
- PC Usages - Federal
- Federal Level
- PC Usages - State
- State Level
- SUTA Level - Surcharge PC Usages
- PC Usages - Local
- Local Level
- PC Usages - Benefit Types
- Federal Benefit PC Usages - 125, 401K, 403b, 457 etc
- State Benefit PC Usages - 125, 401K, 403b, 457 etc
- Custom Benefit PC Usages
- Benefit PC Usages - Legacy User
- FFCRA ACT - PC Usages (new as of STE 2020-R5 release)
- Notes
US PC USAGES#
Abbreviations#
The following is a list of abbreviations used throughout the PC Usages table below.| CTD | Current To Date |
| MTD | Month To Date |
| PTD | Period To Date |
| YTD | Year To Date |
| FIT | Federal Income Tax |
| FSP | Federal Supplemental Tax |
| FWT | Federal Withholding |
| SIT | State Income Tax |
| SSP | State Supplemental Tax |
| RR | Railroad Taxation |
PC Usages - Federal#
All US PC Usages will be delivered and loaded into the system during each release of US taxation.
You should go into IPPC screen to set up pay components for the PC Usage codes that will be used in UPCALC.
Federal Level#
| PC Usage | Tax Level | Suggested Element | Usage Description | Released in Version | Used by Symmetry |
|---|---|---|---|---|---|
| 6001 | Fed | Federal Withholding Tax deduction | Legacy | Yes | |
| 6002 | Fed | FWT additional deduction | Legacy | Yes | |
| 6003 | Fed | FSP deduction on Supplemental Earnings | Legacy | Yes | |
| 6004 | Fed | FWT Earnings - Regular Tax | Legacy | Yes | |
| 6005 | Fed | FSP Earnings - Supplemental Tax | Legacy | Yes | |
| 6031 | Vacn | UREGGRS | Employee's regular earnings where a constant value (e.g. assignment rate) is required. Legacy | No | |
| 6032 | Vacn | UVACGRS | Vacation earnings subject to tax | Legacy | No |
| 6051 | Fed | UFWTERN | Regular earnings subject to Federal Withholding Tax (annualized/table method) Must exclude Supplemental earnings | Legacy | Yes |
| 6052 | Fed | UFWTPERC | Regular earnings subject to Federal Withholding Tax (percentage method) Must exclude Regular and Supplemental earnings | Legacy | Yes |
| 6053 | Fed | UFTWT125 | 125 plan contributions exempt from Federal Withholding Tax A pay component must be set up IPPC Store Results - optional *See Benefit PC Usages - Legacy User for the new Benefit Type method used by STE; this usage was used by Vertex. | Legacy | No *Except for Vtx to STE clients |
| 6054 | Fed | UFTWT401 | 401K/403B plan contributions exempt from Federal Withholding Tax *See Benefit PC Usages - Legacy User for the new Benefit Type method used by STE; this usage was used by Vertex. | Legacy | No *Except for Vtx to STE clients |
| 6055 | Fed | UFSPERN | Supplemental earnings subject to Federal Withholding Tax Must exclude earnings already in UFWTERN | Legacy | Yes |
| 6056 | Fed | UFSP125 | 125 plan contributions exempt from Federal Withholding Tax on Supplemental pay *See Benefit PC Usages - Legacy User for the new Benefit Type method used by STE; this usage was used by Vertex. | Legacy | No *Except for Vtx to STE clients |
| 6057 | Fed | UFSP401 | 401K/403B plan contributions exempt from Federal Withholding Tax on Supplemental pay *See Benefit PC Usages - Legacy User for the new Benefit Type method used by STE; this usage was used by Vertex. | Legacy | No *Except for Vtx to STE clients |
| 6058 | Fed | UFWTHOURS | Pre-FWT Hours - Total Hours worked (PPE) | New in 4.10 | Yes |
| 6101 | Fed | Earned Income Credit | Legacy | Yes | |
| 6102 | Fed | Earnings used for Earned Income Credit | Legacy | Yes | |
| 6111 | State | State AEIC Advanced Earned Income Credit | Legacy | No | |
| 6112 | State | Earnings used for State AEIC Advanced Earned Income Credit | New for 3.05.04 | No | |
| 6151 | Fed | UEICERN | Earnings subject to Earned Income Credit | Legacy | No |
| 6201 | Fed | FICA Employee Deduction | Legacy | Yes | |
| 6202 | Fed | FICA Employee Earnings | Legacy | Yes | |
| 6210 | Fed | FICA ER contribution | Legacy | Yes | |
| 6211 | Fed | FICA Employer Earnings | Legacy | Yes | |
| 6251 | Fed | UFICAERN | Pre-FICA Employee Earnings (PPE) Must exclude earnings defined in UFSPERN | Legacy | No |
| 6261 | Fed | UFICRERN | Pre-FICA Employer Earnings (PPE) Must exclude earnings defined in UFSPERN If Usage 6261 FICRERN amount is different than Usage 6051 UFWTERN amount, the difference is treated as Imputed Income to pass to Symmetry; the difference can be a positive or negative amount. | Legacy | Yes |
| 6301 | Fed - Railroad | Railroad Tier1 Social Security EE Deduction | New for 3.05.04 | Yes | |
| 6302 | Fed - Railroad | Railroad Tier1 Social Security EE Earnings | New for 3.05.04 | Yes | |
| 6303 | Fed - Railroad | Railroad Tier1 Social Security ER Contribution | New for 3.05.04 | Yes | |
| 6304 | Fed - Railroad | Railroad Tier1 Social Security ER Earnings | New for 3.05.04 | Yes | |
| 6305 | Fed - Railroad | URT1SOCERN | Pre-RR Tier1 Social Security EE Earnings (PPE) Must exclude earnings defined in UFSPERN | New for 3.05.04 | No |
| 6306 | Fed - Railroad | URT1SOCERN | Pre-RR Tier1 Social Security ER Earnings (PPE) Must exclude earnings defined in UFSPERN | New for 3.05.04 | Yes |
| 6311 | Fed - Railroad | Railroad Tier1 Medicare EE Deduction | New for 3.05.04 | Yes | |
| 6312 | Fed - Railroad | Railroad Tier1 Medicare EE Earnings | New for 3.05.04 | Yes | |
| 6313 | Fed - Railroad | Railroad Tier1 Medicare ER Contribution | New for 3.05.04 | Yes | |
| 6314 | Fed - Railroad | Railroad Tier1 Medicare ER Earnings | New for 3.05.04 | Yes | |
| 6315 | Fed - Railroad | URT1MEDERN | Pre-RR Tier1 Medicare EE Earnings (PPE) Must exclude earnings defined in UFSPERN | New for 3.05.04 | No |
| 6316 | Fed - Railroad | URT1MEDERN | Pre-RR Tier1 Medicare ER Earnings (PPE) Must exclude earnings defined in UFSPERN | New for 3.05.04 | No |
| 6317 | Fed - Railroad | Railroad Tier 1 Medicare EE Addn Deduction | Legacy | Yes | |
| 6318 | Fed - Railroad | Railroad Tier 1 Medicare EE Addn Earnings | Legacy | Yes | |
| 6319 | Fed - Railroad | Pre-RR Medicare2 EE Addn Earnings (PPE) Optional, if user needs to store this Pre-RR MEDI2 EE Addn Earnings, set up IPPC pay component for Usage 6319 and click the IPPC Store_Results toggle to ON. Since Usage 6319 is derived from Usage 6316, IPPC Store_Results toggle for Usage 6316 must also be ON | New in 2013 STE R12 | Yes | |
| 6321 | Fed - Railroad | Railroad Tier2 EE Deduction | New for 3.05.04 | Yes | |
| 6322 | Fed - Railroad | Railroad Tier2 EE Earnings | New for 3.05.04 | Yes | |
| 6323 | Fed - Railroad | Railroad Tier2 ER Contribution | New for 3.05.04 | Yes | |
| 6324 | Fed - Railroad | Railroad Tier2 ER Earnings | New for 3.05.04 | Yes | |
| 6325 | Fed - Railroad | URT2ERN | Pre-RR Tier2 EE Earnings (PPE) Must exclude earnings defined in UFSPERN | New for 3.05.04 | No |
| 6326 | Fed - Railroad | URT2ERN | Pre-RR Tier2 ER Earnings (PPE) Must exclude earnings defined in UFSPERN | New for 3.05.04 | Yes |
| 6331 | Fed - Railroad | Railroad RUIA EE Deduction | New for 3.05.04 | No | |
| 6332 | Fed - Railroad | Railroad RUIA EE Earnings | New for 3.05.04 | No | |
| 6333 | Fed - Railroad | Railroad RUIA ER Contribution | New for 3.05.04 | Yes | |
| 6334 | Fed - Railroad | Railroad RUIA ER Earnings | New for 3.05.04 | Yes | |
| 6335 | Fed - Railroad | URRUIAERN | Pre-RR RUIA EE Earnings (PPE) Must exclude earnings defined in UFSPERN | New for 3.05.04 | No |
| 6336 | Fed - Railroad | URRUIAERN | Pre-RR RUIA ER Earnings (PPE) Must exclude earnings defined in UFSPERN | New for 3.05.04 | Yes |
| 6341 | Fed - Railroad | Railroad RURT EE Deduction | New for 3.05.04 | No | |
| 6342 | Fed - Railroad | Railroad RURT EE Earnings | New for 3.05.04 | No | |
| 6343 | Fed - Railroad | Railroad RURT ER Contribution | New for 3.05.04 | No | |
| 6344 | Fed - Railroad | Railroad RURT ER Earnings | New for 3.05.04 | No | |
| 6345 | Fed - Railroad | URRURTERN | Pre-RR RURT EE Earnings (PPE) Must exclude earnings defined in UFSPERN | New for 3.05.04 | No |
| 6346 | Fed - Railroad | URRURTERN | Pre-RR RURT ER Earnings (PPE) Must exclude earnings defined in UFSPERN | New for 3.05.04 | No |
| 6351 | Fed - Railroad | Railroad SUPPL EE Deduction | New for 3.05.04 | No | |
| 6352 | Fed - Railroad | Railroad SUPPL EE Earnings | New for 3.05.04 | No | |
| 6353 | Fed - Railroad | Railroad SUPPL ER Contribution | New for 3.05.04 | No | |
| 6354 | Fed - Railroad | Railroad SUPPL ER Earnings | New for 3.05.04 | No | |
| 6355 | Fed - Railroad | URRSUPERN | Pre- Railroad SUPPL EE Earnings (PPE) Must exclude earnings defined in UFSPERN | New for 3.05.04 | No |
| 6356 | Fed - Railroad | URRSUPERN | Pre- Railroad SUPPL ER Earnings (PPE) Must exclude earnings defined in UFSPERN | New for 3.05.04 | No |
| 6401 | Fed | FUTA Employer Contribution | Legacy | Yes | |
| 6402 | Fed | FUTA Employer Earnings | Legacy | Yes | |
| 6451 | Fed | UFUTAERN | Pre-FUTA Employer Earnings (PPE) Must exclude earnings defined in UFSPERN This Usage 6451 UFUTAERN amount will internally be accumulated with Usage 6055 UFSPERN in UPCALC and pass to Symmetry with Wage type of FUTA ER to calculate FUTA ER | Legacy | Yes |
| 6501 | Fed | Medicare Employee Deduction | Legacy | Yes | |
| 6502 | Fed | Medicare Employee Earnings | Legacy | Yes | |
| 6503 | Fed | Medicare Employer Contribution | Legacy | Yes | |
| 6504 | Fed | Medicare Employer Earnings | Legacy | Yes | |
| 6505 | Fed | Medicare Employee Addn Deduction | Legacy | Yes | |
| 6506 | Fed | Medicare Employee Addn Earnings | Legacy | Yes | |
| 6551 | Fed | UMEDEERN | Pre-Medicare Employee Earnings (PPE) Must exclude earnings defined in UFSPERN | Legacy | No |
| 6552 | Fed | UMEDRERN | Pre-Medicare Employer Earnings (PPE) Must exclude earnings defined in UFSPERN If Usage 6552 UMEDRERN amount is different than Usage 6051 UFWTERN amount, the difference is treated as Imputed Income to pass to Symmetry; the difference can be a positive or negative amount. | Legacy | No |
| 6553 | Fed | Pre-Medicare2 Employee Addn Earnings (PPE) Optional, if user needs to store this Pre-MEDI2 EE Addn Earnings, set up IPPC pay component for Usage 6553 and click the IPPC Store_Results toggle to ON Since Usage 6553 is derived from Usage 6552, IPPC Store_Results toggle for Usage 6552 must also be ON When Usage 6552 UMEDRERN amount exceeds the Medicare2 limit of $200,000 on IPUTR for the employee in a year, UPCALC will store the excess amount in Usage 6553. | Legacy | Yes |
PC Usages - State#
State Level#
| PC Usage | Tax Level | Suggested Element | Usage Description | Released in Version | Used by Symmetry |
|---|---|---|---|---|---|
| 6601 | Work State | Tax deduction | Legacy | Yes | |
| 6602 | Work State | Additional tax deduction | Legacy | Yes | |
| 6603 | Work State | Earnings subject to Work State tax | Legacy | Yes | |
| 6604 | Work State | Work State tax dedn on Supplemental Earnings | Legacy | Yes | |
| 6605 | Work State | Work State Supplemental Earnings | Legacy | Yes | |
| 6606 | Work State | State Work - Special 1 Employer Tax | New for 3.05.04 | No | |
| 6607 | Work State | State Work - Special 1 Employer Earnings | New for 3.05.04 | No | |
| 6608 | Work State | State Work - Special 2 Employer Tax | New for 3.05.04 | No | |
| 6609 | Work State | State Work - Special 2 Employer Earnings | New for 3.05.04 | No | |
| 6610 | Work State | State Work - Misc 1 Employer Contribution | New for 3.05.04 | No | |
| 6611 | Work State | State Work - Misc 1 Employer Earnings | New for 3.05.04 | No | |
| 6612 | Work State | State Work - Misc 2 Employer Contribution | New for 3.05.04 | No | |
| 6613 | Work State | State Work - Misc 2 Employer Earnings | New for 3.05.04 | No | |
| Up to 6620 | Work State | ||||
| 6621 | Res State | Tax deduction | Legacy | Yes | |
| 6622 | Res State | Additional tax deduction | Legacy | Yes | |
| 6623 | Res State | Earnings subject to Res State tax | Legacy | Yes | |
| 6624 | Res State | State Res. Deduction - Supplemental Tax | Legacy | Yes | |
| 6625 | Res State | State Res. Earnings - Supplemental Tax | Legacy | Yes | |
| 6626 | Res State | Res Work - Special 1 Employer Tax | New for 3.05.04 | No | |
| 6627 | Res State | Res Work - Special 1 Employer Earnings | New for 3.05.04 | No | |
| 6628 | Res State | Res Work - Special 2 Employer Tax | New for 3.05.04 | No | |
| 6629 | Res State | Res Work - Special 2 Employer Earnings | New for 3.05.04 | No | |
| 6630 | Res State | Res Work - Misc 1 Employer Contribution | New for 3.05.04 | No | |
| 6631 | Res State | Res Work - Misc 1 Employer Earnings | New for 3.05.04 | No | |
| 6632 | Res State | Res Work - Misc 2 Employer Contribution | New for 3.05.04 | No | |
| 6633 | Res State | Res Work - Misc 2 Employer Earnings | New for 3.05.04 | No | |
| Up to 6640 | Res State | ||||
| 6651 | State | USTTERN | Pre-Regular earnings subject to State Withholding Tax (annualized / table method) Must exclude Supplemental earnings | Legacy | Yes |
| 6652 | State | USTTPERC | Regular earnings subject to State Withholding Tax (percentage method) Must exclude Regular and Supplemental earnings | Legacy | Yes |
| 6653 | State | USTT125 | 125 plan contributions exempt from State Withholding Tax Uses UFWT125 if this element does not exist *See Benefit PC Usages - Legacy User for the new Benefit Type method used by STE; this usage was used by Vertex. | Legacy | No *Except for Vtx to STE clients |
| 6654 | State | USTT401 | 401K/403B plan contributions exempt from State Withholding Tax Uses UFWT401 if this element does not exist *See Benefit PC Usages - Legacy User for the new Benefit Type method used by STE; this usage was used by Vertex. | Legacy | No *Except for Vtx to STE clients |
| 6655 | State | USTSERN | Pre-Supplemental earnings subject to State Withholding Tax Exclude earnings already in USTTERN | Legacy | Yes |
| 6656 | State | USTS125 | 125 plan contributions exempt from State Withholding Tax on Supplemental pay *See Benefit PC Usages - Legacy User for the new Benefit Type method used by STE; this usage was used by Vertex. | Legacy | No *Except for Vtx to STE clients |
| 6657 | State | USTS401 | 401K/403B plan contributions exempt from State Withholding Tax on Supplemental pay *See Benefit PC Usages - Legacy User for the new Benefit Type method used by STE; this usage was used by Vertex. | Legacy | No *Except for Vtx to STE clients |
| 6701 | State SUI | SUI tax deduction | Legacy | Yes | |
| 6702 | State SUI | Earnings subject to SUI deduction | Legacy | Yes | |
| 6703 | State SUI | SUI employer contribution | Legacy | Yes | |
| 6704 | State SUI | Earnings subject to SUI employer contribution | Legacy | Yes | |
| 6705 | State SUI | SUI Health Insurance Contribution | Legacy | WIP | |
| 6706 | State SUI | SUI Health Insurance Earnings | Legacy | WIP | |
| 6707 | State SUI | SUI 1 Employer Contribution | New for 3.05.04 | Yes | |
| 6708 | State SUI | SUI 1 Employer Earnings | New for 3.05.04 | No | |
| 6709 | State SUI | SUI 2 Employer Contribution | New for 3.05.04 | Yes | |
| 6710 | State SUI | SUI 2 Employer Earnings | New for 3.05.04 | No | |
| 6711 | State SUI | SUI 3 Employer Contribution | New for 3.05.04 | Yes | |
| 6712 | State SUI | SUI 3 Employer Earnings | New for 3.05.04 | No | |
| Up to 6710 | State SUI | ||||
| 6721 | State SDI | SDI tax deduction | Legacy | Yes | |
| 6722 | State SDI | Earnings subject to SDI deduction | Legacy | Yes | |
| 6723 | State SDI | SDI employer contribution | Legacy | Yes | |
| 6724 | State SDI | Earnings subject to SDI ER | Legacy | Yes | |
| Up to 6730 | State SDI | ||||
| 6751 | State | USUIERN | Earnings subject to SUI EE Must exclude earnings defined in USTSERN If Usage 6751 USUIERN amount is different than Usage 6651 USTTERN amount, the difference is treated as Imputed Income to pass to Symmetry; the difference can be a positive or negative amount. | Legacy | Yes |
| 6752 | State | USUIRERN | Earnings subject to SUI ER Must exclude earnings defined in USTSERN This Usage 6752 USUIRERN amount will internally be accumulated with Usage 6655 USTSERN in UPCALC and pass to Symmetry with Wage type of SUTA ER to calculate SUI ER | Legacy | Yes |
| 6771 | State | USDIERN | Earnings subject to EE SDI Must exclude earnings defined in USTSERN If Usage 6771 USDIERN amount is different than Usage 6651 USTTERN amount, the difference is treated as Imputed Income to pass to Symmetry; the difference can be a positive or negative amount. | Legacy | Yes |
| 6772 | State | USDIRERN | Earnings subject to ER SDI Must exclude earnings defined in USTSERN If Usage 6772 USDIRERN amount is different than Usage 6651 USTTERN amount, the difference is treated as Imputed Income to pass to Symmetry; the difference can be a positive or negative amount. | Legacy | Yes |
SUTA Level - Surcharge PC Usages#
Some states may withhold an additional small percentage of taxes based on the SUTA wages, these are called SUTA surcharges.
The following list of PC Usages are defined for each of these SUTA surcharges, you should set up the Pay Component for these PC Usages on IPPC screen.
If the pay components for the SUTA Surcharge PC Usages are not set up for each state, then the Surcharge Tax Amount will be stored in the generic SUTA Surcharge PC Usages:
- 6707 - SUI 1 Employer Contribution
- 6708 - SUI 1 Employer Earnings
- 6709 - SUI 2 Employer Contribution
- 6710 - SUI 2 Employer Earnings
- 6711 - SUI 3 Employer Contribution
- 6712 - SUI 3 Employer Earnings
| PC Usage | Tax Level | Suggested Element | Usage Description | Released in Version | Used by Symmetry |
|---|---|---|---|---|---|
| 6701 | State SUI | SUI tax deduction | Legacy | Yes | |
| 6702 | State SUI | Earnings subject to SUI deduction | Legacy | Yes | |
| 6703 | State SUI | SUI employer contribution | Legacy | Yes | |
| 6704 | State SUI | Earnings subject to SUI employer contribution | Legacy | Yes | |
| 6705 | State SUI | SUI Health Insurance Contribution | Legacy | No | |
| 6706 | State SUI | SUI Health Insurance Earnings | Legacy | No | |
| 6707 | State SUI | SUI 1 Employer Contribution | New for 3.05.04 | Yes | |
| 6708 | State SUI | SUI 1 Employer Earnings | New for 3.05.04 | No | |
| 6709 | State SUI | SUI 2 Employer Contribution | New for 3.05.04 | Yes | |
| 6710 | State SUI | SUI 2 Employer Earnings | New for 3.05.04 | No | |
| 6711 | State SUI | SUI 3 Employer Contribution | New for 3.05.04 | Yes | |
| 6712 | State SUI | SUI 3 Employer Earnings | New for 3.05.04 | No | |
| Up to 6710 | State SUI | ||||
| 7006 | State | Workers Comp Employee Tax Required for the following States: New Mexico Oregon | New in 4.10 | Yes | |
| 7007 | State | Workers Comp Employer Tax Required for the following States: Oregon Wyoming | New in 4.10 | Yes | |
| 7008 | State | Workers Comp Employer Tax Required for the following States: Wyoming | New in 4.10 | Yes | |
| 7100 | State | AK-Reserved Tax | New in 4.10 | Yes | |
| 7110 | State | AL-Employment Security Tax | New in 4.10 | Yes | |
| 7120 | State | AR-Reserved Tax | New in 4.10 | Yes | |
| 7130 | State | AZ-Job Training Tax | New in 4.10 | Yes | |
| 7131 | State | AZ-Special Assessment Tax | New in 4.10 | Yes | |
| 7140 | State | CA-Employment Training Tax | New in STE 2013-R06 | Yes | |
| 7141 | State | CA-San Francisco PR Expense Tax | New in 4.10 | Yes | |
| 7150 | State | CO-Bond SUTA surcharge | New in 4.10 | Yes | |
| 7160 | State | CT- Reserved Tax | New in 4.10 | Yes | |
| 7170 | State | DC-Admin Funding Tax | New in 4.10 | Yes | |
| 7171 | State | DC-Reserved Tax | New in 4.10 | Yes | |
| 7180 | State | DE- Training Tax | New in 4.10 | Yes | |
| 7181 | State | DE- Wilmington Business License Fee | New in 4.10 | Yes | |
| 7190 | State | FL-Reserved Tax | New in 4.10 | Yes | |
| 7200 | State | GA-Admin Assessment Tax | New in 4.10 | Yes | |
| 7210 | State | HI-Employment Training Tax | New in 4.10 | Yes | |
| 7220 | State | IA-Reserved Tax | New in 4.10 | Yes | |
| 7230 | State | ID-Admin Reserve Tax | New in 4.10 | Yes | |
| 7231 | State | ID-Workforce Development Fund | New in 4.10 | Yes | |
| 7240 | State | IL-Reserved Tax | New in 4.10 | Yes | |
| 7250 | State | IN- Reserved Tax | New in 4.10 | Yes | |
| 7260 | State | KS- Reserved Tax | New in 4.10 | Yes | |
| 7270 | State | KY-OLF Occ License Fee Tax Kentucky has OLF at County and City Level based on the GNIS code, this OLF tax is treated as County and City Tax The County/City Level PC Usages are used for OLF Earnings and Taxes, therefore, this PC Usage 7270 is not used | New in 4.10 | No | |
| 7271 | State | KY-Mental Health and Senior Citizen Tax Kentucky Mental Health Tax and Senior Citizen Tax are calculated together and returned as one tax | New in 4.10 | Yes | |
| 7272 | State | KY-Senior Citizen Tax Kentucky Mental Health Tax and Senior Citizen Tax are calculated together and returned as one tax, therefore, this PC Usage 7272 is not used. | New in 4.10 | No | |
| 7273 | State | KY-Transit Tax Kentucky Transit Tax is calculated together with OLF City/County tax, therefore, this PC Usage 7273 is not used. | New in 4.10 | No | |
| 7274 | State | KY-OLTS School License Tax Kentucky has OLF at County and City Level based on the GNIS code, this OLTS tax is treated as County School Tax and City School Tax The County/City Level School PC Usages are used for OLTS Earnings and Taxes, therefore, this PC Usage 7274 is not used. | New in 4.10 | No | |
| 7275 | State | KY-Employment Training Tax | New in 4.10 | Yes | |
| 7290 | State | LA-Reserved Tax | New in 4.10 | Yes | |
| 7300 | State | MA-Health Insurance Tax | New in 4.10 | Yes | |
| 7301 | State | MA-Workforce Training Tax | New in 4.10 | Yes | |
| 7310 | State | MD-Reserved Tax | New in 4.10 | Yes | |
| 7320 | State | ME-CSSF Program Tax | New in 4.10 | Yes | |
| 7330 | State | MI-Michigan Obligation Assessment Tax | New in 4.10 | Yes | |
| 7340 | State | MN-Workforce Enhance Fee | New in 4.10 | Yes | |
| 7341 | State | MN-Addn Assessment Tax | New in 4.10 | Yes | |
| 7342 | State | MN-Fed Loan Assess Interest | Deprecated in STE 2013-R06 | Yes | |
| 7350 | State | MO- Automation Surcharge | New in 4.10 | Yes | |
| 7351 | State | MO-St Louis PR Expense Tax | New in 4.10 | Yes | |
| 7360 | State | MS-Workforce Training Enhance | New in 4.10 | Yes | |
| 7370 | State | MT-Admin Fund Tax | New in 4.10 | Yes | |
| 7380 | State | NC-Reserved Tax | New in 4.10 | Yes | |
| 7390 | State | ND-Reserved Tax | New in 4.10 | Yes | |
| 7400 | State | NE-Reserved Tax | New in 4.10 | Yes | |
| 7410 | State | NH-Admin Contrib Tax | New in 4.10 | Yes | |
| 7420 | State | NJ-Newark PR Tax | New in 4.10 | Yes | |
| 7421 | State | NJ-Family Leave Insurance | New in 4.10 | Yes | |
| 7422 | State | NJ/NY Waterfront Tax | New in 4.10 | Yes | |
| 7423 | State | NJ Work force Development | New in 4.10 | Yes | |
| 7424 | State | NJ Health Care Subsidy Fund | New in 4.10 | Yes | |
| 7430 | State | NM-WC Assessment Fee - Employer | New in 4.10 | Yes | |
| 7440 | State | NV-Career Enhance Tax | New in 4.10 | Yes | |
| 7441 | State | NV-MBT Financial Tax | New in 4.10 | Yes | |
| 7442 | State | NV-MBT Gen Business Tax | New in 4.10 | Yes | |
| 7443 | State | PreTax MBT Earnings | NV-MBT Pre Earnings. (Earnings should be gross less ER paid Medical contributions) | New in 4.10 | Yes |
| 7444 | State | NV-Bond SUTA Surcharge | New in 4.10 | Yes | |
| 7450 | State | NY-Reemployment Fund | New in 4.10 | Yes | |
| 7451 | State | NY- Reserved Tax | New in 4.10 | Yes | |
| 7452 | State | NY-MCTMT Commuter Tax | New in 4.10 | Yes | |
| 7460 | State | OH-Reserved Tax | New in 4.10 | Yes | |
| 7470 | State | OK-Reserved Tax | New in 4.10 | Yes | |
| 7480 | State | OR-Canby Transit Tax | New in 4.10 | Yes | |
| 7481 | State | OR-Lane Transit Tax | New in 4.10 | Yes | |
| 7482 | State | OR-Trimet Excise Tax | New in 4.10 | Yes | |
| 7483 | State | OR-Sandy Transit Tax | New in 4.10 | Yes | |
| 7484 | State | OR-Wilsonville Transit Tax | New in 4.10 | Yes | |
| 7485 | State | OR-S Clackamas Transit Tax | New in 4.10 | Yes | |
| 7500 | State | PA- Reserved Tax | New in 4.10 | Yes | |
| 7501 | State | PA- EMST / LST Local Service Tax | New in 4.10 | Yes | |
| 7502 | State | PA- Reserved Tax | New in 4.10 | Yes | |
| 7503 | State | PA- Reserved Tax | New in 4.10 | Yes | |
| 7504 | State | PA-Pittsburgh PR Tax | New in 4.10 | Yes | |
| 7520 | State | PR-Special Assessment Tax | New in 4.10 | Yes | |
| 7530 | State | RI-Job Development Fund | New in 4.10 | Yes | |
| 7540 | State | SC-SUI Admin Tax | New in 4.10 | Yes | |
| 7550 | State | SD-Employer Invest Fee Tax | New in 4.10 | Yes | |
| 7551 | State | SD-Trust Fund Surcharge | New in 4.10 | Yes | |
| 7560 | State | TN- Reserved Tax | New in 4.10 | Yes | |
| 7570 | State | TX- Reserved Tax | New in 4.10 | Yes | |
| 7580 | State | UT-Reserved Tax | New in 4.10 | Yes | |
| 7590 | State | VA- Reserved Tax | New in 4.10 | Yes | |
| 7600 | State | VT-Catamount Healthcare Employer Tax | New in 4.10 | Yes | |
| 7610 | State | WA-Class 1-19 Admin Fund | New in 4.10 | Yes | |
| 7611 | State | WA-Class 20 Admin Fund | New in 4.10 | Yes | |
| 7620 | State | WI-Reserved Tax | New in 4.10 | Yes | |
| 7630 | State | WV-Surtax | New in 4.10 | Yes | |
| 7640 | State | WY-Reserved Tax | New in 4.10 | Yes | |
| 7900 | State | US-Reserved up to 7900 | New in 4.10 |
PC Usages - Local#
Local Level#
| PC Usage | Tax Level | Suggested Element | Usage Description | Released in Version | Used by Symmetry |
|---|---|---|---|---|---|
| 6801 | County Work | County Work Deduction - Reg Tax | Legacy | Yes | |
| 6802 | County Work | County Work Deduction - Addnl Reg Tax | Legacy | Yes | |
| 6803 | County Work | County Work Deduction - School Tax | Legacy | Yes | |
| 6804 | County Work | County Work Deduction - EE Head Tax | Legacy | Yes | |
| 6805 | County Work | County Work Earnings - Reg Tax | Legacy | Yes | |
| 6806 | County Work | County Work Earnings - Supplemental Tax | Legacy | Yes | |
| 6807 | County Work | County Work Earnings - School Tax | Legacy | Yes | |
| 6808 | County Work | County Work Non Deductable - Reg Tax | Legacy | No | |
| 6809 | County Work | County Work Earnings - Non Taxable | Legacy | No | |
| 6810 | County Work | County Work - Employer Head Tax | Legacy | Yes | |
| 6811 | County Work | County Work - Supplemental | Tax New for 3.05.04 | Yes | |
| Up to 6820 | County Work | ||||
| 6821 | County Res | County Res. Deduction - Reg Tax | Legacy | Yes | |
| 6822 | County Res | County Res. Deduction - Addnl Reg Tax | Legacy | Yes | |
| 6823 | County Res | County Res. Deduction - School Tax | Legacy | Yes | |
| 6824 | County Res | County Res. Deduction - EE Head Tax | Legacy | Yes | |
| 6825 | County Res | County Res. Earnings - Reg Tax | Legacy | Yes | |
| 6826 | County Res | County Res. Earnings - Supplemental Tax | Legacy | Yes | |
| 6827 | County Res | County Res. Earnings - School Tax | Legacy | Yes | |
| 6828 | County Res | County Res. Non Deductable - Reg Tax | Legacy | No | |
| 6829 | County Res | County Res. Earnings - Non Taxable | Legacy | No | |
| 6830 | County Res | County Res - Employer Head Tax | Legacy | Yes | |
| 6831 | County Res | County Res - Supplemental Tax | New for 3.05.04 | ||
| Up to 6840 | County Res | ||||
| 6851 | County | UCNTYERN | Regular earnings subject to County Withholding Tax (annualized / table method) Must exclude Supplemental earnings If Usage 6851 UCNTYERN amount is different than Usage 6651 USTTERN amount, the difference is treated as Imputed Income to pass to Symmetry, the difference can be a positive or negative amount. | Legacy | Yes |
| 6852 | County | UCNTYPERC | Regular earnings subject to County Withholding Tax (percentage method) Must exclude Regular and Supplemental earnings | Legacy | No |
| 6853 | County | UCNTYSUP | County Supplemental Earnings | Legacy | No |
| 6854 | County | UCNTY125 | 125 plan contributions exempt from County Withholding Tax Uses UFWT125 if this element does not exist | Legacy | No |
| 6855 | County | UCNTY401 | 401K/403B plan contributions exempt from County Withholding Tax Uses UFWT401 if this element does not exist | Legacy | No |
| 6901 | City Work | City Work Deduction - Reg Tax | Legacy | Yes | |
| 6902 | City Work | City Work Deduction - Addnl Reg Tax | Legacy | Yes | |
| 6903 | City Work | City Work Deduction - School Reg Tax | Legacy | Yes | |
| 6904 | City Work | City Work Deduction - EE Head Tax | Legacy | Yes | |
| 6905 | City Work | City Work Earnings - Reg Tax | Legacy | Yes | |
| 6906 | City Work | City Work Earnings - Supplemental Tax | Legacy | Yes | |
| 6907 | City Work | City Work Earnings - School Reg Earnings | Legacy | Yes | |
| 6908 | City Work | City Work Non Deductable - Reg Tax | Legacy | No | |
| 6909 | City Work | City Work Earnings - Non Taxable | Legacy | No | |
| 6910 | City Work | City Work Contribution- Employer Head Tax Required for the following states: Colorado OPT Tax Illinois Chicago Expense Tax | Legacy | Yes | |
| 6911 | City Work | City Work Deduction - Supplemental Tax | New for 3.05.04 | Yes | |
| 6912 | City Work | City Work Deduction - School Sup Tax | New for 3.05.04 | Yes | |
| 6913 | City Work | City Work Earnings - School Sup Earnings | New for 3.05.04 | Yes | |
| Up to 6920 | City Work | ||||
| 6921 | City Res | City Res. Deduction - Reg Tax | Legacy | Yes | |
| 6922 | City Res | City Res. Deduction - Addnl Reg Tax | Legacy | Yes | |
| 6923 | City Res | City Res. Deduction - School Reg Tax | Legacy | Yes | |
| 6924 | City Res | City Res. Deduction - EE Head Tax | Legacy | Yes | |
| 6925 | City Res | City Res. Earnings - Reg Tax | Legacy | Yes | |
| 6926 | City Res | City Res. Earnings - Supplemental Tax | Legacy | Yes | |
| 6927 | City Res | City Res. Earnings - School Reg Earnings | Legacy | Yes | |
| 6928 | City Res | City Res. Non Deductable - Reg Tax | Legacy | No | |
| 6929 | City Res | City Res. Earnings - Non Taxable | Legacy | No | |
| 6930 | City Res | City Res Contribution - Employer Head Tax Required for the following states: Colorado OPT Tax Illinois Chicago Expense Tax | Legacy | Yes | |
| 6931 | City Res | City Res Deduction - Supplemental Tax | New for 3.05.04 | Yes | |
| 6932 | City Res | City Res Deduction - School Sup Tax | New for 3.05.04 | Yes | |
| 6933 | City Res | City Res Earnings - School Sup Earnings | New for 3.05.04 | Yes | |
| Up to 6940 | City Res | ||||
| 6951 | City | UCITYERN | Regular earnings subject to City Withholding Tax (annualized/table method) Must exclude Supplemental earnings If Usage 6951 UCITYERN amount is different than Usage 6651 USTTERN amount, the difference is treated as Imputed Income to pass to Symmetry;the difference can be a positive or negative amount. | Legacy | Yes |
| 6952 | City | UCITYPERC | Regular earnings subject to City Withholding Tax (percentage method) Must exclude Regular and Supplemental earnings | Legacy | No |
| 6953 | City | UCITYSUP | Supplemental earnings subject to City Withholding Tax | Legacy | No |
| 6954 | City | UCITY125 | 125 plan contributions exempt from County Withholding Tax Uses UFWT125 if this element does not exist | Legacy | No |
| 6955 | City | UCITY401 | 401K/403B plan contributions exempt from City Withholding Tax Uses UFWT401 if this element does not exist | Legacy | No |
| 6960 | UHDTXERN | MTD Earnings subject to Head Tax | Legacy | No | |
| 6991 | UCASHOPT | Cash Portion of 125 Plan | Legacy | WIP |
PC Usages - Benefit Types#
Below is only a list of Benefit Type PC Usages. Please read US BENEFIT TYPES for detail.Federal Benefit PC Usages - 125, 401K, 403b, 457 etc#
| PC Usage | Tax Level | Suggested Element | Usage Description | Released in Version | Used by Symmetry |
|---|---|---|---|---|---|
| 7901 | Fed | UFWT125 | 125 plan contributions exempt from Federal Regular Withholding Tax Mandatory if 125 is applicable Pay Component must be set up IPPC Store Results - optional | 4.10 | Yes |
| 7902 | Fed | UFWT401K | 401K plan contributions exempt from Federal Withholding Tax | 4.10 | Yes |
| 7903 | Fed | UFWT403B | 403B plan contributions exempt from Federal Regular Withholding Tax | 4.10 | Yes |
| 7904 | Fed | UFWT457 | 457 plan contributions exempt from Federal Regular Withholding Tax | 4.10 | Yes |
| 7905 | Fed | UFWTROTH401 | Roth 401K plan contributions exempt from Federal Regular Withholding Tax | 4.10 | Yes |
| 7906 | Fed | UFWTROTH403 | Roth 403B plan contributions exempt from Federal Regular Withholding Tax | 4.10 | Yes |
| 7907 | Fed | UFWTFSA | FSA plan contributions exempt from Federal Regular Withholding Tax | 4.10 | Yes |
| 7908 | Fed | UFWTHSA | HSA plan contributions exempt from Federal Regular Withholding Tax | 4.10 | Yes |
| 7909 | Fed | UFWTIRA | Simple IRA plan contributions exempt from Federal Regular Withholding Tax | 4.10 | Yes |
| 7921 | Fed | UFSP125 | 125 plan contributions exempt from Federal Supplemental Tax Mandatory if 125 is applicable Pay Component must be set up IPPC Store Results - optional | 4.10 | Yes |
| 7922 | Fed | UFSP401K | 401K plan contributions exempt from Federal Supplemental Tax | 4.10 | Yes |
| 7923 | Fed | UFSP403B | 403B plan contributions exempt from Federal Supplemental Tax | 4.10 | Yes |
| 7924 | Fed | UFSP457 | 457 plan contributions exempt from Federal Supplemental Tax | 4.10 | Yes |
| 7925 | Fed | UFSPROTH401 | Roth 401K plan contributions exempt from Federal Supplemental Tax | 4.10 | Yes |
| 7926 | Fed | UFSPROTH403 | Roth 403B plan contributions exempt from Federal Supplemental Tax | 4.10 | Yes |
| 7927 | Fed | UFSPFSA | FSA plan contributions exempt from Federal Supplemental Tax | 4.10 | Yes |
| 7928 | Fed | UFSPHSA | HSA plan contributions exempt from Federal Supplemental Tax | 4.10 | Yes |
| 7929 | Fed | UFSPIRA | Simple IRA plan contributions exempt from Federal Supplemental Tax | 4.10 | Yes |
State Benefit PC Usages - 125, 401K, 403b, 457 etc#
| PC Usage | Tax Level | Suggested Element | Usage Description | Released in Version | Used by Symmetry |
|---|---|---|---|---|---|
| 7951 | State | USTT125 | 125 plan contributions exempt from State Regular Withholding Tax Mandatory if 125 is applicable Pay Component must be set up IPPC Store Results - optional | 4.10 | Yes |
| 7952 | State | USTT401K | 401K plan contributions exempt from State Regular Withholding Tax | 4.10 | Yes |
| 7953 | State | USTT403B | 403B plan contributions exempt from State Regular Withholding Tax | 4.10 | Yes |
| 7954 | State | USTT457 | 457 plan contributions exempt from State Regular Withholding Tax | 4.10 | Yes |
| 7955 | State | USTTROTH401 | Roth 401K plan contributions exempt from State Regular Withholding Tax | 4.10 | Yes |
| 7956 | State | USTTROTH403 | Roth 403B plan contributions exempt from State Regular Withholding Tax | 4.10 | Yes |
| 7957 | State | USTTFSA | FSA plan contributions exempt from State Regular Withholding Tax | 4.10 | Yes |
| 7958 | State | USTTHSA | HSA plan contributions exempt from State Regular Withholding Tax | 4.10 | Yes |
| 7959 | State | USTTIRA | Simple IRA plan contributions exempt from State Regular Withholding Tax | 4.10 | Yes |
| 7971 | State | USTS125 | 125 plan contributions exempt from State Supplemental Tax Mandatory if 125 is applicable Pay Component must be set up IPPC Store Results - optional | 4.10 | Yes |
| 7972 | State | USTS401K | 401K plan contributions exempt from State Supplemental Tax | 4.10 | Yes |
| 7973 | State | USTS403B | 403B plan contributions exempt from State Supplemental Tax. | 4.10 | Yes |
| 7974 | State | USTS457 | 457 plan contributions exempt from State Supplemental Tax | 4.10 | Yes |
| 7975 | State | USTSROTH401 | Roth 401K plan contributions exempt from State Supplemental Tax | 4.10 | Yes |
| 7976 | State | USTSROTH403 | Roth 403B plan contributions exempt from State Supplemental Tax | 4.10 | Yes |
| 7977 | State | USTSFSA | FSA plan contributions exempt from State Supplemental Tax | 4.10 | Yes |
| 7978 | State | USTSHSA | HSA plan contributions exempt from State Supplemental Tax | 4.10 | Yes |
| 7979 | State | USTSIRA | Simple IRA plan contributions exempt from State Supplemental Tax | 4.10 | Yes |
Custom Benefit PC Usages#
| PC Usage | Tax Level | Suggested Element | Usage Description | Released in Version | Used by Symmetry |
|---|---|---|---|---|---|
| 7801 | Federal and State | TX-BEN-01 | User-defined Benefit contributions to be exempt from Regular Federal and State Withholding tax. If this is to be used, the pay component must be set up with this PC Usage IPPC Store Results – optional On the IPPC Header block, click ‘Show User Fields’ and specify Pretax criteria You can also enter the same Pretax criteria on IPCU Pay Component block by clicking ‘Show User Fields’ | 4.10 | Yes |
| 7802 | TX-BEN-02 | Same as Usage 7801 | 4.10 | Yes | |
| 7803 | TX-BEN-03 | Same as Usage 7801 | 4.10 | Yes | |
| 7804 | TX-BEN-04 | Same as Usage 7801 | 4.10 | Yes | |
| 7805 | TX-BEN-05 | Same as Usage 7801 | 4.10 | Yes | |
| 7806 | TX-BEN-06 | Same as Usage 7801 | 4.10 | Yes | |
| 7807 | TX-BEN-07 | Same as Usage 7801 | 4.10 | Yes | |
| 7808 | TX-BEN-08 | Same as Usage 7801 | 4.10 | Yes | |
| 7809 | TX-BEN-09 | Same as Usage 7801 | 4.10 | Yes | |
| 7810 | TX-BEN-10 | Same as Usage 7801 | 4.10 | Yes | |
| 7821 | Federal and State | TX-BENSUP-01 Optional | User-defined Benefit contributions to be exempt from Supplemental Federal and State Withholding tax This usage works in conjunction with usage 7801 except this is for Suppl Earnings IPPC Element (e.g. TX-BENSUP-01) are made up with list of Benefit pay components that are calculated based on Supplemental Earnings If this usage is not set up, Usage 7801 amount will be prorated with the Regular and Supplemental Earnings to derive the Suppl Benefit amount If this usage has an empty element (i.e. Element amount = 0), then there is no proration between Reg / Sup Earnings | 4.10 | Yes |
| 7822 | TX-BENSUP-02 | Same as Usage 7821 | 4.10 | Yes | |
| 7823 | TX-BENSUP-03 | Same as Usage 7821 | 4.10 | Yes | |
| 7824 | TX-BENSUP-04 | Same as Usage 7821 | 4.10 | Yes | |
| 7825 | TX-BENSUP-05 | Same as Usage 7821 | 4.10 | Yes | |
| 7826 | TX-BENSUP-06 | Same as Usage 7821 | 4.10 | Yes | |
| 7827 | TX-BENSUP-07 | Same as Usage 7821 | 4.10 | Yes | |
| 7828 | TX-BENSUP-08 | Same as Usage 7821 | 4.10 | Yes | |
| 7829 | TX-BENSUP-09 | Same as Usage 7821 | 4.10 | Yes | |
| 7830 | TX-BENSUP-10 | Same as Usage 7821 | 4.10 | Yes |
Benefit PC Usages - Legacy User#
For Vertex L Series users, only the following Benefit PC usages are used:
| PC Usage | Tax Level | Suggested Element | Usage Description | Released in Version | Used by Symmetry |
|---|---|---|---|---|---|
| 6053 | Fed | UFWT125 | 125 plan contributions exempt from Federal Withholding Tax Mandatory if 125 is applicable A pay component must be set up IPPC Store Results - optional | Legacy | Yes |
| 6054 | Fed | UFWT401 | 401K/403B plan contributions exempt from Federal Withholding Tax | Legacy | Yes |
| 6056 | Fed | UFSP125 | 125 plan contributions exempt from Federal Withholding Tax on Supplemental pay | Legacy | Yes |
| 6057 | Fed | UFSP401 | 401K/403B plan contributions exempt from Federal Withholding Tax on Supplemental pay | Legacy | Yes |
| 6653 | State | USTT125 | 125 plan contributions exempt from State Withholding Tax Uses UFWT125 if this element does not exist | Legacy | Yes |
| 6654 | State | USTT401 | 401K/403B plan contributions exempt from State Withholding Tax Uses UFWT401 if this element does not exist | Legacy | Yes |
| 6656 | State | USTS125 | 125 plan contributions exempt from State Withholding Tax on Supplemental pay | Legacy | Yes |
| 6657 | State | USTS401 | 401K/403B plan contributions exempt from State Withholding Tax on Supplemental pay | Legacy | Yes |
FFCRA ACT - PC Usages (new as of STE 2020-R5 release)#
Three PC Usages are added for FFCRA taxation
| PC Usage | Tax Level | Suggested Element | Usage Description | Released in Version | Used by Symmetry |
|---|---|---|---|---|---|
| 6059 | FFCRA-EARN | Pre-FFCRA EARN (PPE). The element must contain a list of pay components for Family Leave Pays or Sick Pays that are eligible for FFCRA. | Yes | ||
| 6251 | UFICAERN | Pre-FICA Employee Earnings (PPE) Must exclude earnings defined in UFSPERN | Yes | ||
| 6261 | UFICRERN | Pre-FICA Employer Earnings (PPE) Must exclude earnings defined in UFSPERN | Yes | ||
| 6262 | Pre-Covid FICA Earn (PPE). This usage is used to store the old YTD amount from Usage 6261 Pre-FICA-ER-EARN prior to separate one Usage 6261 into usages for historical and auditing purposes in 2020 only: - Usage 6261 Pre-FICA-ER-EARN - Usage 6251 Pre-FICA-EE-EARN | Yes | |||
| 6307 | Pre-Covid RR Tier1 SSA Earn (PPE)Used for Railroad Employees Only Similiar to Usage 6262, this PC usage 6307 is used for Railroad Tier1 SSA with two PC usages: - PC Usage 6306-Pre-Tier1 SSA ER Earn - PC Usage 6305-Pre-Tier1 SSA EE Earn | Yes | |||
| 6315 | UTIER1-MEDI-EE-ERN | Pre-RR Tier1 Medicare EE Earnings (PPE) - Used for Railroad Employees Only | Yes | ||
| 6316 | UTIER1-MEDI-ER-ERN | Pre-RR Tier1 Medicare ER Earnings (PPE) - Used for Railroad Employees Only | Yes | ||
| 6551 | UMEDEERN | Pre-Medicare Employee Earnings (PPE) | Yes | ||
| 6562 | UMEDRERN | Pre-Medicare Employer Earnings (PPE) | Yes |
Notes #
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