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!!!US SYMMETRY SET UP CHECK LIST
!!Overview
This page provides a quick check list to ensure all of the necessary components required for successful calculation of taxes using SymmetryTaxServer have been defined.
||Form||Task Description||Required||Completed
| |Install the Symmetry Tax Server|Yes|
|IMST|Define the US TAX SERIES preference to indicate which tax series (tax engine) will be used by UPCALC to calculate taxes.|Yes|
| |Define the US TAX HOST NAME preference to indicate the database host name of where the Symmetry Server is installed|Yes|
| |Define the US TAX PORT NUM preference to specify the port number of the Symmetry Server that will be listening for incoming tax requests|Yes|
| |Define the US STE LOG DIR preference to specify the Output directory for the Symmetry log file.| |
| |Define the US STE LOG LEVEL preference to specify the Symmetry logging level that will be passed to STE_LOGGING_LEVEL| |
| |Define US TAX RECIP to specify a default reciprocal agreement for employees. The value would be the saved value of the lexicon ‘X_UST_RECIPROCATION’. The IPRLU set up would override this site default.| |
| |Define US TAX PERFORMCE to specify if the US Tax Performance Statistics are displayed in UPCALC when run in Exceptions Only.\\0 - Tax Performance Statistics are not displayed\\1 – Summary Tax Performance Statistics are displayed at the end of UPCALC\\2 – Employee Tax Performance Statistics are displayed at the end of each pay| |
|UDGNIS|Ensure report has been run successfully for the states in which employees work and reside in|Yes|
|IDTX|Ensure that all of the existing entries have been converted to the new Symmetry format|Yes|
| |Create any new entries that may be required for your employees jurisdictions| |
|UPUTR|Ensure report has been run successfully for Federal and all states and local jurisdictions in which your employees work and reside in|Yes|
|IPUTR|Provide the FUTA override tax rate for the 00-000-0000-ER_FUTA-000 Tax Identifier for State ‘Federal’|Yes|
| |Provide the SUTA override tax rate for the nn-000-0000-ER_SUTA-000 Tax Identifier for all States in which you pay SUTA|Yes|
| |If you are a self funded employer, have no SUTA tax rate and have .9999 defined as a tax rate in IDGV, ensure this is updated to a rate of 0 when calculating using Symmetry. The .9999 was used to force Vertex to use a 0 rate, however Symmetry will read this as 99%.| |
| |Review each Tax Identifier for all States in which you calculate tax for. If a Tax Identifier is not to be calculated by Symmetry ensure the Do Not Calculate toggle is checked.| |
|IPUTP|Review each State in which you require tax calculations to ensure the Miscellaneous Tax Parameters has been added by UPUTR|Yes|
| |Review each Federal and State tax parameters to determine if a Default value is necessary, this may depend on your business requirements. For example, review the States you pay into to determine if you require State Rounding.|Yes|
|UPRLU|Ensure UPRLU has been run with Vertex Conversion = Y, if you originally ran payroll with Vertex. This will convert the necessary data into the Misc Tax Parameters.|Yes|
|IMCT|If the output from UPRLU is not providing the desired results ie: mapping may not be accurate based on the IPRLU set up for your employees, the mapping may need to be adjusted in the IMCT screen.| |
|IPRLU|Ensure employee records have been updated with Symmetry supported tax methods |Yes|
| |Ensure employee records have been updated with the appropriate Miscellaneous Parameters for the states in which they will be working in.|Yes|
| |Review employee records to determine if a State specific entry is required or if their current default or jurisdiction entry is sufficient.| |
| |Since tax results may vary if Tax Methods are defined with Self Adjust, review employee records to determine if the Tax Methods should be changed to No Self Adjust.| |
|IPPC|Review new PC Usages to determine if new Pay Components need to be defined|Yes|
| |Review PC descriptions to ensure naming convention does not include specific state names to reduce confusion. For example, review state work withholding and state residence withholding Pay Components. | |
| |Ensure PCs are defined for all appropriate State Res pay component usages (usages 6621 – 6633). For example, usage 6622 State Res. Deduction - Addnl Reg Tax| |
| |Review element set up for usages 6056, 6057, 6656 & 6657 for special 125/401k proration logic between Regular and Supplemental pay.\\1. No Supp Element – Proration of 125 and 401k amounts between Reg and Supp will take place.\\2. Supp Element - Empty Element defined (no PCs or 0 amounts for PCs listed), do not prorate 125 and 401k deductions.\\3. Supp Element - if Element is defined with PCs and those PCs have amounts, use it and prorate. If Element is the same as 125 FIT Element, then prorate.| |
|IPPE|Ensure elements contain any new Pay Components created for Symmetry Taxation| |
|IMUC|Update any user calcs that may be referencing the State Work Earnings or State Work Tax, these may need to be updated to use State Res Earnings and State Res Tax. | |
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![Notes|Edit:Internal.US Symmetry Set Up Check List]
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