US Tax Screens
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US TAX SCREENS#

Overview#

This page describes the screens that are used for US Taxation in the Payroll Calculation Process.

Geographic Screens#

UDGNIS process loads in the ‘US Geographic Names Information System (GNIS)’ information from the Symmetry Tax Server into the ePersonality system. The process will load in all Counties, Cities, Schools, Municipalities, and Zip Codes for each state selected in the parameters. Please refer to the document ‘PR_US_Load_GNIS.doc’ for more detailed information as to how the UDGNIS function works.

The following describes the geographic screens that are updated by the UDGNIS function.

IDCO – Define Countries#

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IDSP – Define States and Provinces#

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IDCN – Define Counties#

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IDCI – Define Cities#

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IDSD – Define School Districts#

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IDMN – Define Municipalities#

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IDZR – Maintain ZIP Ranges#

IDZR - COUNTY_ZIP RANGES Tab – Used by Symmetry Taxation

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IDZR - JURISDICTION ZIP RANGES Tab – Used by Vertex Taxation Only

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Tax Jurisdiction Feature#

IDTX – Tax Jurisdiction Concepts#

SSState FIPS Numeric Code2 digits
CCCCounty Code3 digits
FFFFFFFCity Feature IDVariable Length, 4 to 7 digits

IDTX – Tax Jurisdiction Screen Layout#

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Option (1)

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Option (2)

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Manually Converting Tax Jurisdictions

There may be cases where the UDGNIS could not convert a tax jurisdiction. This could be a result of a spelling error or the jurisdiction is not classified as a real city by the US Postal Service and therefore the UDGNIS could not find the correct GNIS code to use.

To manually change a Vertex GEO Code to the Symmetry GNIS format follow the steps below:

  1. Copy the GEO CODE into the Alt Geo Code field. This is needed so that when UPCALC is run using Vertex, UPCALC knows which Vertex GEO Code to use.
  2. Using the fields on the right hand side, select the correct County and City. This will create the appropriate GNIS Geo Code. The name defined in the Jurisdiction field will be replaced with the City name.

Tax Jurisdiction Editor Utility#

IDTX – Tax Jurisdiction Dialog Box#

When IDTX, IDLN, IEPI, IEAS, IPTR, IPPH screen requires a Jurisdiction code, the user can click the icon beside the GEO Code field which will pop up the ‘Tax Jurisdiction Editor Utility’ dialog Box.

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In the ‘Tax Jurisdiction Editor Dialog there are 2 sections to enter information, the user can enter information in either one:

1. Enter Selection or Jurisdiction Details

GEO Code
ZIP Code
Location

After the selection of GEO Code, ZIP Code or Location Code is specified, the user can modify the Jurisdiction Details if these combinations are not correct or click OK.

2) Jurisdiction Details

State
County
City
Municipality
School

When doing lookup for County, City, Municipality or School, if the user does not know the code of the County or City, the user may use ‘%’ to lookup the column, e.g. %Ph will display the list that contains ‘Ph’

The Message Box will display the DTX_00001 to DTX_00007 messages, depending on the selections made above.

The Return GEO Code will display the generated GEO Code/GNIS Code based on the selections made above.

List of Screens that use Tax Jurisdiction Dialog Box#

The following is a list of screens that contain the Tax Jurisdiction.

IDLN - Define Locations

IDTX – Define Tax Jurisdictions

IEPI – Maintain Personal Information

IEAS – Maintain Assignments IEHR – Establish Personnel Profiles

IEQH – Quick Hire Employees

IPTR – Maintain Pay Transactions

IPPH – Maintain Employee Pays

Definition Screens#

IDGV – Maintain Government Registrations#

• IDGV Government Registrations must be set up by ‘Registration Type’ for Federal, State, Local Level

• The user may also define IDGV Government Registration by County or City if necessary

• The Year End document describes the reporting requirement of the Government Registration

• Any Government Rates defined in IDGV for a specific Government Registration will override those defined in IPUTR.

IPUTR – Maintain US Tax Rates#

• The user MUST run UPUTR to load in US Tax Rates by Effective Date

• Please read the documentation PR_US_Load_Tax_Rates.doc for detail

• The user may click the applicable State to view the Tax Rates

• Tax Rate Seq is in Format of ‘XXnnnn’ where XX is the State code and nnnn is a consecutive 4 digit number

• The State Code for Federal Level is 00

• Tax Identifier is retrieved from Symmetry, the format is pre-defined by Symmetry and contains the Tax Type

• The Tax Rate, Wage Base information are provided by Symmetry or may contain zero to indicate this Tax Type will be calculated

• To sort by Effective Date, user may drag the Effective Date column to the left side of the State Column

IPUTR – Override Tax Rates#

• To calculate ER FUTA / SUTA, Symmetry requires clients to define an override tax rate for both FUTA and SUTA as these are typically different for each client.

• The users have 2 options to set up ER FUTA / SUTA override rates:

(1) On IDGV for FUTA set up Reg Type ‘US FUTA Regist n’ with ‘US FUTA Rate’ for every IDGV registration . For SUTA for the appropriate state/registration set up Govt Rate Type ‘US SUI ER’.

(2) On IPUTR, enter the appropriate tax rate in the Override Tax Rate field for the necessary Tax Identifier, e.g. 00-000-0000-ER_FUTA-000 under Federal.

• The IDGV Rate will be used if one exists, otherwise the IPUTR Rate will be used

IPUTP – Maintain US Tax Parameters#

• The user MUST run UPUTR to load in US Miscellaneous Tax Parameters for Federal and State taxation

• Please read the document PR_US_Load_Tax_Rates.doc for specific detail on how to run UPUTR

• The user may select the applicable State from the find block to view the State Miscellaneous Parameters by Misc. Tax Parm.

• Miscellaneous Identifiers are retrieved from Symmetry during the UPUTR process. These will be passed to the Symmetry Tax Server with this exact name for tax calculations in UPCALC, e.g. FILINGSTATUS

• The Reference Text field contains the editing information for the Miscellaneous Identifier

• The IPUTP screen information will be used by the IPRLU Miscellaneous tab for each employee to enter their filing information by State

Internal Miscellaneous Identifiers • Internal Miscellaneous Identifiers are automatically loaded in via the UPUTR process, these are used to provide Default Methods

Level Miscellaneous Identifier Provided By Allow IPRLU Override

Federal 401K_CATCHUP Internal Yes State STATE_ROUNDING Legislative No State SUP_PAID_WITH_REG Internal Yes State SUP_PAID_WITHOUT_REG Internal Yes

• ‘Federal’ level means the Miscellaneous Identifier will be generated with State Name = ‘Federal’ and will be used at the Federal Level taxation, certain Federal Identifiers are applicable to all States of the same pay e.g. 401K_CATCHUP is used for Federal and State Level 401K calculation

• ‘State’ level means the Miscellaneous Identifier will be generated with State Name = UPUTR selected list of States and will be used at the State Level taxation, these State Identifiers are specific to the defined State only

• These Internal Miscellaneous Identifiers are used internally by UPCALC and will not be passed to the Symmetry Tax Engine

• Certain Identifiers are defined according to Government Legislative Requirement which allows the Employer to override on IPUTP but however do not allow the employee to override at the employee level, these Identifiers are defined with ‘Provided By’ = ‘Legislative’, e.g. STATE_ROUNDING

• For the ‘Internal’ Identifiers, the employee may optionally add this Identifier on IPRLLU MISC Tab to override the default value of IPUTP, e.g. SUP_PAID_WITH_REG

• For State Supplemental Tax calculation, please read PR_US_IPRLU_Sup_Pay_v1.0.doc for detail for the usage of SUP_PAID_WITH_REG and SUP_PAID_WITHOUT_REG

IPCU – Define Pay Component Usages#

• All US PC Usages are delivered and loaded into the system during each release of US Taxation

• The user should go into IPPC screen to set up Pay Components for the PC Usage Codes that are to be used by UPCALC

• For a list of US PC Usages, please read the document PR_US_PC_Usages.doc

• The ‘Associated Pay Components’ section shows a list of Pay Components that are defined for the PC Usage Code

e.g. IPPC PC 6962 NY-MCTMT Commuter Tax is set up with Usage 7452

- UPCALC will store the Tax Result for ‘New York Metropolitan Commuter Transportation Mobility Tax’ in PC Usage 7452, i.e. store in PC 6962

IPPC – Define Pay Components#

• The user should go into the IPPC screen to set up Pay Components for the PC Usage Codes that will be used in UPCALC

Employee Screens#

IPRLU – Miscellaneous Tab#

• IPRLU is the original Tax Filing screen where employees must have defined their Tax Filing information. The IPRLU contains all of the original fields used by Vertex. A new tab has been added for the Misc Tax Parameters needed for Symmetry.

• All employees MUST be set up on IPRLU MISCELLANEOUS Tab prior to running UPCALC to calculate US Taxation by Symmetry

• IPRLU can be set up without a State code, this entry will be used for multiple States, then if the specific State IPRLU entry is set up, this overrides the generic State IPRLU entry

• When IPRLU is set up without a State, the Misc. Tax Seq can be entered for many States, the Reference Text will help the user to enter the correct information in the Field Variable

• If the Misc. Tax Seq Field Type is ‘Char’ and the Reference Text specifies a list of values, the Field Variable will be edited with this list of values, e.g. 000001 FILINGSTATUS only allows S or M or MH or NRA

• When IPRLU is set up with a State, the Misc. Tax Seq must be entered for that specific State only, this IPRLU entry contains pertaining information to be used for this State only

IPRLUS – New Tax Filing Screen#

• IPRLUS is a new trimmed down version of the IPRLU used for Symmetry taxation. The fields that were solely used by Vertex have been removed from this new screen, therefore this screen should only be used for Symmetry. • The Misc Tax Parameters have been added to the State tab as there is now more room in the tab to house this information. • The functionality of the screen remains the same as the original IPRLU as noted in the previous section.

IPPH – Pay Jurisdiction Tab#

• If the Pay Stage is prior to ‘Calculated / Paid’, the Work Jurisdiction and Home Jurisdiction Area can be used to enter the Home Tax Jurisdiction and Work Tax Jurisdiction, note that these can also be entered on the PAY HEADER Tab

• The user can click the Jurisdiction Name to lookup or to pop into the ‘Tax Jurisdiction Editor Dialog’ Box to enter State, County, City, Municipality and School

• The Tax Jurisdiction is returned by Lookup or the ‘Tax Jurisdiction Editor Dialog’ Box and becomes the ‘Pay Jurisdiction’ of this pay

• On the ‘PAY LINES’ Tab, each Pay Line Jurisdiction may specify the Work Jurisdiction of this line so that the Hours and Earnings are allocated to the specified Work Jurisdiction of this line

• After this Pay is calculated by Trial Calc or UPCALC, the Tax Audit Information will be displayed for the list of Jurisdictions, and the summary of all Pay Components are displayed on ‘PAY AMOUNTS’ Tab

IPVT – View Employee Pay Totals#

• After UPCLOZ the Pay Header’s Work Jurisdictions and Home Jurisdiction will be updated into IPVT YTD / QTD

IPGH – Manage Government Report Details#

• RPYEU will generate IPGH information by Jurisdictions

• IPGH ‘PAY JURISDICTION’ Tab allows the user to view the Jurisdiction information

Site Preference – US Taxation#

IMST – Site Preference#

• For each Database Server, the above IMST Site Preferences should be set up during the installation of US Symmetry taxation

US TAX PREFERENCES

US TAX SERIES - specifies the US Tax Series to be used in UPCALC; field size: char(1) 0, N – N/A, client is not using US Taxation, UPCALC is used for BE/AT purposes only 1 – Main US tax module, the Symmetry Tax Engine (STE) is used L – Legacy Series, the Vertex COBOL version tax module is used Q – Quantum Q Series Tax Calculation, not supported, will remove later

US TAX HOST NAME - specifies the Database Host Name of the SymmetryTaxServer that is installed

US TAX PORT NUM - specifies the Port Number of the SymmetryTaxServer that will be listening for incoming Tax Server requests, this must be the same as serverConfig.txt PORT_NUMBER

SYMMETRY PREFERENCES

US STE LOG DIR - optional, specifies the Output Directory for Symmetry Log File - this directory should be the same Output Directory that is used to generate Interface Files for the Application Server, e.g.
Tantus\output - IMPORTANT: please specify a valid Directory Name with Path Name, the Database Object for Output Files MUST NOT be used e.g. OUTPUT object cannot be used

US STE LOG LEVEL - optional, specifies the Symmetry Logging Level that will be passed in STE_LOGGING_LEVEL - user may specify one of the following LOG LEVEL: - “DEBUG”, “INFO”, “WARN”, “ERROR”, “FATAL”, “OFF”, NULL - this should be set to ‘DEBUG’ as default, when Trail Calc or UPCALC is run in Utility Trace, this Log Level will be used - when STE_LOGGING_LEVEL is passed to Symmetry, Symmetry will display information pertaining to the Level specified, e.g. if WARN, it will show only WARN info - please set to ‘DEBUG’ to see all information when running in Trace

US STE LOG FILE - optional, may specify an overridden Symmetry Log File name (future, not used yet)

Notes #

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