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.	Yes
	Define the US STE LOG LEVEL preference to specify the Symmetry logging level that will be passed to STE_LOGGING_LEVEL	Yes
	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
	Create a default tax jurisdiction. This default jurisdiction is used in replace of the base state jurisdiction i.e. 36-000-0000. This will be used by UPCALC as a default jurisdiction when it encounters a pay header with a base state jurisdiction. Please read US Default Jurisdiction document for details	Yes
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.
IDGV	If paying in a state that has a reduced FUTA tax credit, for example Michigan, provide the reduced FUTA rate using the Govt Rate Type ‘US FUTA Rate’ for the state entry
	Insert Default Tax Jurisdiction entry using the default jurisdiction created in IDTX. Create entry with the Registration Type of ‘US State All Reg Type Juris’ or ‘US State Reg% Jurisdiction’. Please read US Default Jurisdiction document for details	Yes
	If there is only 1 Govt Registration number, remove any tax rates or maximum wage bases that are now in IPUTR. If the rates or wage base differ per registration these should be left in IDGV.
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.
	Build new PCs to replace Vertex pretax benefits for regular wages (pc usage 6053, 6054, 6653 and 6654). Review new benefit type PC Usages to determine which are needed for your business. PC Usage 7901 – 7909 Federal PreTax Regular PC Usage 7951 – 7959 State PreTax Regular PC Usage 7801 – 7820 Custom PreTax Regular (used for items such as Pension) See US Benefit Types for details	Yes
	Build new PCs to replace Vertex pretax benefits for supplemental wages (pc usages 6056, 6057, 6656, 6657). Review new benefit type PC Usages to determine which are needed. PC Usage 7921 - 7929 Federal PreTax Supplemental PC Usage 7971 – 7979 State PreTax Supplemental PC Usage 7821 – 7830 Custom PreTax Supplemental (used for items such as Pension) Review to determine if proration logic of 125/401k deductions between Regular and Supplemental pay should occur. 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 See US Benefit Types & US Taxation Supplemental Pay Processing for details
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 #

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