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. 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 |
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