[{TableOfContents }]
 
!!!US TAXATION PROCESSING - IPRLU TAX METHODS

!!Overview
This page describes the processing of each field on the ‘Maintain US Tax Filing Information ([IPRLU]) screen that are used for US Tax Calculation using the Symmetry Tax Engine (STE) software.

!!IPRLU and IPRLUS

The [IPRLU] and [IPRLUS] forms are used to enter employee tax filing information. 

Any fields that are solely used by Vertex have been prefixed with Vtx. The other non-prefixed fields are used by both Vertex and Symmetry. 

The following tables describe the fields on IPRLU /IPRLUS which are used by the Symmetry Tax Engine (STE). The table also indicates the corresponding field description for the STE.

The Symmetry description may contain the actual field name or the programming reference of the STE function call.  You may refer to the Symmetry documentation __ste-java-interface.pdf__ if desired, but it is not required.

The following is a list of abbreviations and their meanings used throughout this document as well as in other Symmetry and payroll documentation provided. 

|CTD|Current To Date
|MTD|Month To Date
|PTD|Period To Date
|YTD|Year To Date
|FIT|Federal Income Tax
|FSP|Federal Supplemental Tax
|SIT|State Income Tax
|SSP|State Supplemental Tax

!!Federal Level

!IPRLU - Federal Level Field Description

||Federal Tab||	IPRLU Value||Symmetry Description
|Filing Status|Lexicon: X_UFED_FILING_STATUS|STE.setFederalParameters.filingStatus
|             |01 - Single                  |FederalFilingStatus.Single
|	      |02 - Married                 |FederalFilingStatus.Married
|	      |03 - Head of Household       |FederalFilingStatus.Married_Use_Single_Rate
|             |04 - Married-File Separate   |FederalFilingStatus.Married\\*Vertex uses Married rate\\*Symmetry uses Single rate
|             |05 - Non Resident Alien	    |FederalFilingStatus.Nonresident_Alien\\*New filing status with Symmetry, Vertex L Series does not support this 
|	      |Other Values	            |FederalFilingStatus.Single
|Tax Method   |Lexicon: X_UFED_TAX_METHOD   |CalcMethod_FIT.methodRegularWages
|	      |01 - Annualized Method\\(Default Method)|CalcMethod.Annualized\\*fit_wages = ctd PC Usage 6051 UFWTERN\\  \\*125 / 401k will be prorated by Reg and Sup wages\\*taxable fit_wages will be less 125 / 401k Reg portion\\*Store Regular FIT Wages and FIT Tax
|	      |02 - Annualized + %|same as 01 - Annualized Method to retrieve Taxable fit_wages that is less 125 / 401k exemption\\  \\*if IPCT Pay Catg = Regular Pay, then fit_addn_tax = taxable fit_wages * IPRLU ufed_add_tax_per_period  (this field contains the additional % to be used to calculate addn tax)\\  \\*fit_addn_tax will be stored in PC Usage 6002 (FWT additional deduction) if a pay component is defined\\*otherwise fit_addn_tax  will be stored with FIT Tax
|	      |03 - Annualized + Amount|*same as 01 - Annualized Method to retrieve Taxable fit_wages that is less 125 / 401k exemption\\  \\*if IPCT Pay Catg = Regular Pay, then fit_addn_tax = IPRLU ufed_add_tax_per_period
|	      |04 - % on element UFWTERN|*same as 01 - Annualized Method to retrieve Taxable fit_wages that is less 125 / 401k exemption\\  \\*fit_wages = ctd PC Usage 6051 UFWTERN\\*fit tax = taxable fit_wages * fit_percent\\  \\*fit_percent = IPRLU ufed_tax_percent if this exists\\  \\*otherwise from IDGV State Level for
'Reg Type' = 'US State Regist n' for the State with 'Govt Rate Type' = 'US Fed Tax Rate' if exists\\  \\*otherwise from IDGV Federal Level for 'Reg Type' = 'US Fed Regist n' with 'Govt Rate Type' = 'US Fed Tax Rate' if exists\\  \\*otherwise fit_percent = 0\\*this defaults to 01 - Annualized Method calculation
|	      |05 - % on element UFWTPERC|*same as '04 - % on element' except fit_wages = ctd PC Usage 6052 UFWTPERC
|	      |06 - Flat Amount|*same as 01 - Annualized Method to retrieve Taxable fit_wages that is less 125 / 401k exemption\\*fit_wages = ctd PC Usage 6051 UFWTERN\\*fit tax = IPRLU Federal Tab Tax Amount (ufed_tax_amount)
|	      |07 - Cumulative Averaging|*CalcMethod.Cumulative
- fit_wages = ctd PC Usage 6051 UFWTERN
- under Development
- will be supported upon request by client

	08 - By Supplemental Meth	- CalcMethod.Annualized
- fit_wages = ctd PC Usage 6051 UFWTERN
- fit_wages is added to fsp_wages, zero out fit_wages
- tax result will be stored as FSP tax

	09 - Ann/0 Tax/Upd Wage	- same as '01 - Annualized Method’
- Store Regular Wages only, zero out tax amount
- Additional Tax will not be taken

	10 - PTD Method	- same as '01 - Annualized Method', use ptd (not ctd)

	11 - PTD Method + %	- same as '02 - Annualized + %', use ptd (not ctd)

	12 - PTD Method + Amount	- same as '03 - Annualized + Amt', use ptd (not ctd)

	99 - Do Not Calculate	- If ufed_tax_method = '99' then
STE.setFederalParameters.exemptStatus = TRUE
Else 
STE.setFederalParameters.exemptStatus = FALSE

-Symmetry encompasses all federal items as ‘do not calculate’ ie: FICA and Medicare. With Vertex user had to define FICA and Medicare to not calculate. Symmetry uses the FIT wages to determine FICA and Medicare earnings, therefore if no FIT is calculated no FICA or Medicare will be calculated.
	Other Values	- same as '01 - Annualized Method’
		
Suppl Tax Method	X_UFED_SUPPL_METHOD	CalcMethod_FIT.methodSupplementalWages

	00 – Normal Method

- Symmetry usage only
- Vertex does not support this

- if user is not converted from Vertex, use this method 00 as the Default Method

- if user is converted from Vertex, user can use their existing Suppl Tax Method set up for tax comparison

- after conversion, user may switch to use this Default Method

- for more information on Supplemental pay please see PR_US_IPRLU_Sup_Pay.doc

(Default Method)
	- fsp_wages = ctd PC Usage 6055 UFSPERN
- If fsp_wages <> 0 then
CalcMethod_FIT.methodSupplementalWages 
= Calc_Method.Flat
Otherwise = CalcMethod_None

- depending on element set up 125 / 401k may be prorated by Reg and Sup wages
- taxable fsp_wages may be less 125 / 401k Sup portion


	01 - % Meth (IPRLU%,Default %)


	fsp_wages = ctd PC Usage 6055 UFSPERN
If fsp_wages <> 0 then
CalcMethod_FIT.methodSupplementalWages 
= Calc_Method.Flat
Otherwise = CalcMethod_None

- 125 / 401k may be prorated by Reg and Sup wages
- taxable fsp_wages may be less 125 / 401k Sup portion

- fsp tax = taxable fsp_wages * fsp_percent

- fsp_percent = IPRLU ufed_tax_percent if this exists 

- otherwise from IDGV State Level for 
‘Reg Type’ = ‘US State Regist n’ for the State with 
‘Govt Rate Type’ = ‘US Fed Sup Rate’ if exists

- otherwise from IDGV Federal Level for 
‘Reg Type’ = ‘US Fed Regist n’ with 
‘Govt Rate Type’ = ‘US Fed Sup Rate’ if exists

- otherwise fsp_percent = default Govt Rate


	02 - Concurrent FIT Aggregation	- fsp_wages = ctd PC Usage 6055 UFSPERN

- this method treats fsp_wages as Reg Wages

- fsp_wages is added to fit_wages, zero out fsp_wages
- tax result will be stored as FIT tax

	03 - Previous Aggregation
(Obsolete)	- Obsolete, this method uses the Default Method
Same as Tax Method 01 – % Meth

	04 - Cumulative Aggregation
(Obsolete)	- Obsolete, this method uses the Default Method
Same as Tax Method 01 – % Meth

	05 - Concurrent-Zero tax
i.e. zero tax, update wage base	- Same as Tax Method 01 – % Meth
fsp_wages = ctd PC Usage 6055 UFSPERN
- Store FSP wages only, 0 tax

	06 - % Meth (IDGV%,Default %)	- Same as Suppl Tax Method 01 - % Meth
fsp_wages = ctd PC Usage 6055 UFSPERN

- except fsp_percent will NOT be taken from IPRLU ufed_tax_percent 

- fsp_percent is derived from IDGV ‘Govt Rate Type’ = ‘US Fed Sup Rate’ or use the Govt Default %

	99 - Do Not Calculate	- Supplemental Earnings will be set to zero, therefore Supplemental Tax will not be calculated

		
FICA Method	Lexicon: X_UFED_FICA_METHOD	- STE.setFICAParams.autoAdjust
- fica_ytd = ytd PC Usage 6201 FICA EE Dedn
- ytd (fit_wages + fsp_wages) are used in calculation
- ytd (125) is used in calculation

	01 - FICA Self Adjust	- STE_setFICAParams.autoAdjust = e_True

	02 - FICA No Self Adj	- STE_setFICAParams.autoAdjust = e_False

	03 - FICA Self Adj at Max
(Obsolete)
	- Obsolete, this is the same as 01- FICA Self Adjust

	99 - Do Not Calculate	- STE_setFICAParams.exemptStatus = e_True

		
Medicare Method	X_UFED_MEDICARE_METHOD	- STE_setMedicareParams.exemptStatus = e_False
- medi_ytd = ytd PC Usage 6501 MEDI EE Dedn
- ytd (fit_wages + fsp_wages) are used in calculation
- ytd (125) is used in calculation

	01 - Medi Self Adjust	- Same as FICA '01- FICA Self Adjust’ method

	02 - Medi No Self Adj	- Same as FICA '02- FICA No Self Adj’ method

	03 - Medi Self Adj at Max
(Obsolete)
	- Obsolete, this is the same as 01-Medi Self Adjust

	99 - Do Not Calculate	- STE_setMedicareParams.exemptStatus = e_True

		
FUTA Method	X_UFED_FUTA_METHOD	- STE_setUnemployment_FUTA.isExempt = e_False
- futa_ctd_wages = ctd PC Usage 6451 UFUTAERN + ctd_fsp_wages
- futa_ytd_wages = ytd PC Usage 6451 UFUTAERN

- futa_rate = IDGV ER FUTA Rate if exists, 

- otherwise use IPUTR Federal entry from 
‘00-000-0000-ER_FUTA-000’ Override Tax Rate

	01 - Self Adjust Method	- STE_setUnemployment_FUTA.isExempt = e_False

	02 - Do Not Self-Adj
(Obsolete)
	- Obsolete, defaults to FUTA Method '01’

	03 - Self Adjust at Max
(Obsolete)
	- Obsolete, defaults to FUTA Method '01’

	99 - Do Not Calculate	- STE_setUnemployment_FUTA.isExempt = e_True

		
EIC Method	X_UFED_EIC_METHOD	- eic_ytd = ytd PC Usage 6101 EIC Amount

	01 - Single	- STE_setEICParams.filingStatus = e_EIC_Single
- STE_setEICParams.filingJointly = e_False

	02 - Married, Both filing	- STE_setEICParams.filingStatus = e_EIC_Married_Two_Certificates
- STE_setEICParams.filingJointly =e_True

	03 - Married, 1 spouse filing	- STE_setEICParams.filingStatus = e_EIC_Married_One_Certificate
- STE_setEICParams.filingJointly = e_False

	11 - Single (eas wage)
(Obsolete)
	- same as '01-Single’

	12 - Married (eas wage)
(Obsolete)
	- same as '02-Married, Both Filing’

	13 - 1 Spouse (eas wage)
(Obsolete)
	- same as '03-Married, 1 spouse filing’

	99 - Do Not Calculate	- STE_setEICParams.filingStatus = e_EIC_None

		
Number of Exemptions	Optional, this is used by Symmetry
- specifies the number of exemptions for this employee from W4 Form
	- STE_setFederalParams.numAllowances

		
Annual Exemption	Not Used, Information only	- Not Used by Symmetry
		
Add’l Exemption	Not Used, Information only	- Not Used by Symmetry
		
Addl $ or % Per Period	Optional, this is used by Symmetry
	- STE_setFederalParams.additionalWH

- If ufed_tax_method = '02', '11' (Annualized +%) then
fit_addn_tax = fit_wages * ufed_add_tax_per_period

- Else if ufed_tax_method = '03', '12' (Ann + Amt) then fit_addn_tax = ufed_add_tax_per_period

- Additional Tax will be stored in Add’n Tax PC according to IPPR ‘Additional Tax Option’
- if Reg Gross = 0, if IPPR Option = ‘Always’, then Add’n Tax will be stored

		
Tax Amount	Optional, this is used by Symmetry
	- If ufed_tax_method = 06-Flat Amount then
fit_tax = ufed_tax_amount

		
Tax %	Optional, this is used by Symmetry
	- If ufed_tax_method = 04 - % on element UFWTERN or 05 - % on element UFWTPERC then             fit_percent = ufed_tax_percent





 

3.2	IPRLU – Railroad Taxation


Federal Tab	IPRLU Value	Symmetry Description
		
Tier1 SOC Method	Lexicon: X_URR_TIER1_SOC_METHOD
	- Used to calculate RRTA Tier I and Tier II
	01 - RR SOC Self Adjust	- It is recommended that ‘Self Adjust’ method should only be used when users want to re-calculate and adjust the entire Year’s Railroad tax calculation, otherwise the ‘No Self Adjust’ method should be used.

- If employee works between Railroad and Non-Railroad Assignments, the ‘Self-Adjust’ method cannot be used because Railroad Tier2 Tax will also be ‘Self-Adjust’ and thus causing the non-Railroad Assignment earnings to be adjusted to pay Tier2 contribution.  UPCALC will automatically flips to use the ‘No Self Adjust’ method.

	02 - RR SOC No Self Adjust	- This is the Recommended Tax Method

	03 - RR SOC Self Adjust at Max
(Obsolete)
	- Obsolete, this is the same as 01- RR SOC Self Adjust

	99 - Do Not Calculate	

		
Tier1 Med Method	X_URR_TIER1_MED_METHOD
	- Used to calculate Tier 1 Med RR, no entry in IPUTR for this, instead it will use the MEDI tax rate. 
	01 - RR Med Self Adjust	- Same as MEDI '01- Medi Self Adjust’ method

	02 - RR Med No Self Adjust	- Same as MEDI '02- MEDI No Self Adj’ method

	03 - RR Med Self Adjust at Max
(Obsolete)
	- Obsolete, this is the same as 01-Medi Self Adjust

	99 - Do Not Calculate	

		
Tier2 Ret Method
(Not used)	X_URR_TIER2_RET_METHOD	- Railroad Tier2 Tax automatically invokes from Tier1 SOC Method, this method is not used

	01 - RR Tier2 Self Adjust	

	02 - RR Tier2 No Self Adjust
	

	03 - RR Tier2 Self Adjust at Max
(Obsolete)
	

	99 - Do Not Calculate	

		
RUIA Method
	X_URR_RUIA_METHOD	- RUIA - Railroad Unemployment Insurance Act

- If RUIA Method does not = ‘Do not Calculate’, RUIA will be calculated, regardless of ‘Self Adjust’ or ‘No Self Adjust’ method

	01 - RR Tier2 Self Adjust
	- RUIA will be calculated, there is no need to set up ‘Self-Adjust’ or ‘No Self Adjust’ method

	02 - RR Tier2 No Self Adjust
(Recommended)

	- This is the recommended

- RUIA will be calculated, there is no need to set up ‘Self-Adjust’ or ‘No Self Adjust’ method

	03 - RR Tier2 Self Adjust at Max
(Obsolete)
	
	99 - Do Not Calculate
	- RUIA will NOT be calculated
		







4	State Level

4.1	State Level Field Description


State Tab Description	IPRLU Value	Symmetry Description
		
Filing Status	Lexicon: X_UST_FILING_STATUS	- IPRLU State Tab ‘Filing Status’ is replaced by IPRLU MISCELLANEOUS Tab Misc. Identifier = ‘FILINGSTATUS’

- all employees must file their State Filing Status by each WORK State that they will be working in

- if the user is converting from Vertex Taxation and would like to use both Vertex and Symmetry, the State Filing Status must be set up for Vertex

- for Symmetry users, the Filing Status under State tab is for information only. This field is only available in IPRLU, it was not added to IPRLUS

	00 – Not Applicable	- For Symmetry taxation, user may enter 
‘00 – Not Applicable’ or enter the following Filing Status, this is for information only

	01 – Single	- Not Used, Information only
	02 – Married	- Not Used, Information only
	03 – Head of Household	- Not Used, Information only
	04 – Married-File Separate	- Not Used, Information only
	05 – State Filing Status 05 to 09	- Not Used
		
Tax Method	Lexicon X_UST_TAX_METHOD	- CalcMethod_SIT.methodRegularWages

	01 - Normal Method

(Default Method)
	- CalcMethod.Annualized
- sit_wages = ctd PC Usage 6651 USTTERN

- 125 / 401k may be prorated by Reg and Sup wages, depending on element set up
- taxable sit_wages may be less 125 / 401k Reg portion
- Store Regular SIT Wages and SIT Tax

	02 – Normal Method + %	- same as 01 - Normal Method to retrieve Taxable sit_wages that may be less 125 / 401k exemption

- if IPCT Pay Catg = Regular Pay, then 
sit_addn_tax = taxable sit_wages * ust_add_tax_per_period

- sit_addn_tax will be stored in State Additional Tax PC Usages for the RES or WORK State if the additional tax pay components are defined
- otherwise sit_addn_tax  will be stored with SIT Tax

	03 – Normal Method + Amount	- same as 01 - Normal Method
- if IPCT Pay Catg = Regular Pay, then 
sit_addn_tax = ust_add_tax_per_period

	04 - % on element USTTERN	- same as 01 - Normal Method to retrieve Taxable sit_wages that may be less 125 / 401k exemption
- sit_wages = ctd PC Usage 6651 USTTERN
- sit tax = taxable sit_wages * sit_percent

- sit_percent = IPRLU ust_tax_percent if this exists 

- otherwise from IDGV State Level for 
‘Reg Type’ = ‘US State Regist n’ for the State with 
‘Govt Rate Type’ = ‘US State Tax Rate’ if exists

- otherwise sit_percent = 0, 
- this defaults to 01 – Normal Method calculation

	05 - % on element USTTPERC	- same as '04 - % on element'
except sit_wages = ctd PC Usage 6652 USTPERC

	06 – Flat Amount	- same as 01 - Normal Method to retrieve Taxable sit_wages that may be less 125 / 401k exemption
- sit_wages = ctd PC Usage 6651 USTTERN
- sit tax = IPRLU State Tab Tax Amount (ust_tax_amount)

	07 - By Supplemental Meth	- CalcMethod.Annualized
- sit_wages = ctd PC Usage 6651 USTTERN
- sit_wages is added to ssp_wages, zero out sit_wages
- tax result will be stored as SSP tax

	08 - Normal/0 Tax/Upd Wage	- same as '01 - Normal Method’
- Store Regular Wages only, zero out tax amount

	10 - PTD Method	- same as '01 - Normal Method', use ptd (not ctd)

	11 - PTD Method + %	- same as '02 - Normal + %', use ptd (not ctd)

	12 - PTD Method + Amount	- same as '03 - Normal + Amt', use ptd (not ctd)

	99 - Do Not Calculate	- If ust_tax_method = '99' then
STE.setStateParameters.exemptStatus = TRUE
Else 
STE. setStateParameters.exemptStatus = FALSE

	Other Value	- same as '01 - Normal Method’
		
Suppl Tax Method	X_UST_SUPPL_METHOD	- STEsetCalcMethodSIT.methodSupplementalWages

	00 – Normal Method

- Symmetry user only
- Vertex does not support this

- if user is not converted from Vertex, use this method 00 as the Default Method

- if user is converted from Vertex, user can use their existing Supl Tax Method set up for tax comparison

- after conversion, user may switch to use this Default Method

- for more information on Supplemental pay please see PR_US_IPRLU_Sup_Pay.doc

(Default Method)
	- ssp_wages = ctd PC Usage 6655 USTSERN

If ssp_wages <> 0 then

(1) - for States that have a flat withholding %, Supplemental Tax Method = CALC_Method_Flat

(2) - for States that do not have a flat withholding %, Supplemental Tax Method = Current Aggregation. Current Aggregation adds supplemental wages to the regular wages and calculates the withholding amount using the annualized method on the combined wages. The difference between the withholding on the combined Reg & Supp and the withholding on Reg wages is the supplemental withholding amount.

List of States do not have flat %:
AK,AZ,CT,DE,FL,HI,KY,LA,MA,MS,NH,NJ,SD,TN,TX,UT,WA,WY,PR

- 125 / 401k may be prorated by Reg and Sup wages, depending on element set up
- taxable ssp_wages may be less 125 / 401k Sup portion


	01 - Concur-% Meth (IPRLU%)

31 - Concur-% Meth (IDGV %)

	ssp_wages = ctd PC Usage 6655 USTSERN
If ssp_wages <> 0 then
STE.setCalcMethod_SIT.methodSupplementalWages = e_CALC_Method_Flat
Otherwise use e_CALC_Method_None

- 125 / 401k may be prorated by Reg and Sup wages
- taxable ssp_wages may be less 125 / 401k Sup portion

- ssp tax = taxable ssp_wages * ssp_percent

- if Suppl Tax Method = 01 % Meth (IPRLU %), then ssp_percent = IPRLU ust_tax_percent if this exists 

- if Suppl Tax Method = 31 % Meth (IDGV %), then ssp_percent = 0 (will not use IPRLU State %)

- if ssp_percent = 0, then ssp_percent is from IDGV State Level for ‘Reg Type’ = ‘US State Regist n’ for the State with ‘Govt Rate Type’ = ‘US State Sup Rate’ if exists

- otherwise ssp_percent = default Govt Rate

	02 - Concur-Flat Amount
	- same as 01 - Concur-% Meth to retrieve Taxable ssp_wages that is less 125 / 401k exemption

- ssp tax = IPRLU State Tab Tax Amount (ust_tax_amount)

	03 - Concur-SIT Normal Method
	- ssp_wages = ctd PC Usage 6655 USTSERN

- this method treats ssp_wages as Reg Wages

- ssp_wages is added to sit_wages, zero out ssp_wages 
- tax result will be stored as SIT tax

	04 - Concur-Ann Sup Grs
(Obsolete)
	- Obsolete, this method uses the Default Method
Same as Tax Method 01 – % Meth

	05 - Concur-Not Ann Suppl
(Obsolete)
	- Obsolete, this method uses the Default Method
Same as Tax Method 01 – % Meth

	06 - Con-Norm/0 Tax/UpdWg	- Same as Suppl Tax Method 01 – % Meth
- Store SSP wages only, 0 tax

	99 - Do Not Calculate	- Supplemental Earnings will be set to zero, therefore Supplemental Tax will not be calculated

	All other Suppl Tax methods are Not Used	- Same as Suppl Tax Method 01 – % Meth
		
Alternate Tax Method	X_UST_ALT_TAX_METHOD
(Obsolete)
	- Not Used
		
SUI EE Method	Lexicon: X_UST_SUI_METHOD	- SUI EE is applicable to following States:
02-AK, 34-NJ, 42-PA

- IPUTR will specify a Tax Identifier for SUI-000
e.g. Alaska: ‘02-000-0000-SUI-000’

	01 – Self Adjust	- STE.SUI_EE_Param.isExempt = False
STE.SETOPTION is set with Auto_Adjust  = True

	02 – Do Not Self Adjust
	- STE.SUI_EE_Param.isExempt = False
	03 – Self Adjust at Max (Obsolete)
04 – No Self Adj, 0% Rate (Obsolete)
05 – Self Adj, 0% Rate (Obsolete)
	- Not Used, will use 01-Self Adjust as default

	98 – No Calc, Upd Wage	- same as 01 – Self Adjust
- Store Wages only

	99 - Do Not Calculate	- STE.SUI_EE_Param.isExempt = True

		
SUI ER Method	Lexicon: X_UST_SUI_METHOD	- SUI ER is applicable to most States

- IPUTR will specify a Tax Identifier for ER_SUTA
e.g. Alabama: ‘01-000-0000-ER_SUTA-000’

- user MUST enter an Overridden Rate on this IPUTR entry in order to calculate ER SUTA

	01 – Self Adjust	- Default ER SUTA method
- applicable Wages and YTD are used for calculation
STE.SETOPTION is set with Auto_Adjust  = True

	02 – Do Not Self Adjust
	- same as 01 – Self Adjust except Auto_Adjust option is not set

	03 – Self Adjust at Max (Obsolete)
04 – No Self Adj, 0% Rate (Obsolete)
05 – Self Adj, 0% Rate (Obsolete)
	- Not used, will use 01-Self Adjust as default

	98 – No Calc, Upd Wage	- same as 01 – Self Adjust
- Store Wages only

	99 - Do Not Calculate	- ER SUTA calculated is bypassed

		
SDI EE Method	Lexicon: X_UST_SDI_METHOD	- SDI EE is applicable to following States:
06-CA, 15-HI, 34-NJ, 36-NY, 72-PR, 44-RI, 53-WA

- IPUTR will specify a Tax Identifier for SDI-000
e.g. Hawaii: ‘15-000-0000-SDI-000’

	01 – Self Adjust	- STE.SDI_EE_Param.isExempt = False
- STE.SETOPTION is set with Auto_Adjust  = True


	02 – Do Not Self Adjust
	- STE.SDI_EE_Param.isExempt = False

	03 – Self Adjust at Max (Obsolete)
04 – No Self Adj, 0% Rate (Obsolete)
05 – Self Adj, 0% Rate (Obsolete)
	- Not used

	98 – No Calc, Upd Wage	- same as 01 – Self Adjust
- Store Wages only

	99 - Do Not Calculate	- STE.SDI_EE_Param.isExempt = True

		
SDI ER Method	Lexicon: X_UST_SDI_METHOD	- SDI ER is applicable to following States:
34-NJ, 72-PR

- IPUTR will specify a Tax Identifier for ER_SDI
e.g. New Jersey: ‘34-000-0000-ER_SDI-000’

	01 – Self Adjust	- STE.SDI_ER_Param.isExempt = False
- STE.SETOPTION is set with Auto_Adjust  = True

	02 – Do Not Self Adjust
	- STE.SDI_ER_Param.isExempt = False

	03 – Self Adjust at Max (Obsolete)
04 – No Self Adj, 0% Rate (Obsolete)
05 – Self Adj, 0% Rate (Obsolete)
	- Not used

	98 – No Calc, Upd Wage	- same as 01 – Self Adjust
- Store Wages only

	99 - Do Not Calculate	- STE.SDI_ER_Param.isExempt = True

		
WC Method	Lexicon: X_UST_WCB_METHOD
	
	01 – Calc by IPWC Class
	- this performs UPCALC internal WC Calculation, not using the STE WC Calculation
- using this method, UPCALC will use the rates as defined in IPWC for the classes defined.I think 

	02 – Calc by US Taxation	- using this method WC will be calculated using the rates provided by Symmetry for the individual states. This method does not take into consideration the classes and rates defined in IWC. 
	99 – Do Not Calculate
	- WC will not be calculated
		
Reciprocity Agreement	Lexicon: X_UST_RECIPROCATION

On IMST screen, user should set up the default Site Preference for [US TAX RECIP] with the saved value of the appropriate selection from the  X_UST_RECIPROCATION lexicon, then at employee level, user may set up employee’s Reciprocity Agreement as an override to IMST Site Preference.
	- this field determines how Pay Lines Earnings are to be allocated to HOME / WORK Tax Jurisdiction

	Null or 
00 – Default (PPH Work/Res GEO)

	- Pay Lines Earnings are allocated according to Pay Header’s Work and Home Jurisdiction

- if the Pay Line’s Tax Jurisdiction is the same as Pay Header’s Home Jurisdiction, this Pay Line’s earnings is allocated to Pay Header’s Home Jurisdiction

- if the Pay Line’s Tax Jurisdiction is NOT the same as Pay Header’s Home Jurisdiction, this Pay Line’s earnings is allocated to Pay Header’s Work Jurisdiction

- if a Pay Line does not specify a Tax Jurisdiction, this Pay Line’s Earnings will be allocated to Pay Header’s Work Jurisdiction

k_SIT_Param.hasNonResCertificate = False

	01 – NR Certificate Filed
	- Pay Lines Earnings are allocated the same way as 00 –Default

k_SIT_Param.hasNonResCertificate = True
	02 – Calc WORK Tax 
        (PPH Work GEO)
	- All Pay Lines Earnings are allocated according to Pay Header’s WORK Jurisdiction

	03 – Calc RES Tax 
        (PPH Home GEO)
	- All Pay Lines Earnings are allocated according to Pay Header’s HOME Jurisdiction

	04 – Calc WORK / RES 
        (PPH 2 States)
	- same as 00 – Default

		
# of Exemption 1	Not Used by Symmetry	- Not Used – replaced by MISCELLANEOUS Tab
Misc. Identifier = ‘TOTALALLOWANCES’ or similar Misc. Identifier for different State

		
# of Exemption 2	Not Used by Symmetry	- Not Used
		
Annual Exemption	Not Used by Symmetry	- Not Used
		
Add’l Exemption	Not Used by Symmetry	- Not Used
		
Addl $ or % Per Period	Optional, this is used by Symmetry	- STE_setSITParams.additionalWH

- If ust_tax_method = '02','11' (Normal +%) then
sit_addn_tax =  taxable sit_wages * ust_add_tax_per_period
Else if ust_tax_method = '03','12' (Normal + Amt) then sit_addn_tax = ust_add_tax_per_period

- Additional Tax will be stored in Add’n Tax PC according to IPPR ‘Additional Tax Option’
- if Reg Gross = 0, if IPPR Option = ‘Always’, then Add’n Tax will be stored

		
Add’l Tax For Res	Optional, this is used by Symmetry	- indicates if the Add’n Tax is applicable to Res State
- if ’01 – Add Tax for Res’, then Add’n Tax will be taken for Res State
- default is ‘01’ when this field is not set up

		
Add’l Tax For Work	Optional, this is used by Symmetry	- Same as ‘Add’l Tax for Res’ but use for Work State

		
Tax Amount	Optional, this is used by Symmetry	- If ust_tax_method = '06' (Flat) then
sit_tax = ust_tax_amount

Tax  %	Optional, this is used by Symmetry
	
5	Local Level

5.1	Local Level Field Description


Local Tab Description	IPRLU Value	Symmetry Description
		
		Local level Taxation is automatically calculated by Symmetry based on the GNIS location code (i.e.GEO Code).

There is no need to set up Local Tab Information except to suppress certain Tax Calculation by entering ‘Do Not Calculate’ on the Local Tab.

If Additional information is needed in order to calculate the Local level tax, it will be set up on IPRLU MISCELLANEOUS Tab by Misc. Identifiers for the Local.

These additional Local Misc Identifiers will be supplied by the system via IPUTP (Maintain US Tax Parameters) screen, the user then should set up on IPRLU MISC Tab with these Local Misc. Identifiers.

		
County Tax Method	Lexicon X_ULOC_COUNTY_TAX_METHOD
	
	01 - Normal Method
(Default Method)


	- the State Level Taxable Earnings, 125/401K exemptions are used at the Local Level

- no need to set up pay components for Pre-Earnings PC Usages at the County Level

- must set up pay components to store the results of County Tax and County Earnings by County PC Usages

	All other values except 99
(Default to Rule 01)
	- same as 01 - Normal Method 

	99 - Do Not Calculate	- If uloc_county_tax_method = '99' then
County Tax will not be calculated

		
City Tax Method	Lexicon X_ULOC_CITY_TAX_METHOD
	
	01 - Normal Method
(Default Method)


	- the State Level Taxable Earnings, 125/401K exemptions are used at the Local Level

- no need to set up pay components for Pre-Earnings PC Usages at the City Level

- must set up pay components to store the results of City Tax and City Earnings by City PC Usages

	All other values except 99
(Default to Rule 01)

	- same as 01 - Normal Method 

	99 - Do Not Calculate	- If uloc_city_tax_method = '99' then
City Tax will not be calculated

		
School Tax Method	Lexicon X_ULOC_SCHOOL_TAX_METHOD
	
	01 - Use Default School
(Default Method)


	- the State Level Taxable Earnings, 125/401K exemptions are used at the Local Level

- no need to set up pay components for Pre-Earnings PC Usages at the School Level

- must set up pay components to store the results of School Tax and School Earnings by School PC Usages

	All other values except 99
(Default to Rule 01)
	- same as 01 - Use Default School

	99 - Do Not Calculate	- If uloc_school_tax_method = '99' then
School Tax will not be calculated

		
Head Tax Method	Lexicon X_ULOC_HEAD_TAX_METHOD

	
	01 – Calculate By Local
(Default Method)
	- Head Tax will be calculated according to GNIS code for these States:

CO 08-005-185037 – Greenwood Village OPT
CO 08-031-201738 – Denver OPT
CO 08-005-204737 – Aurora OPT
CO 08-001-204737 – Aurora OPT
CO 08-013-178603 – Glendale OPT
CO 08-005-204714 – Sheridan OPT
DE 10-003-214862 – Wilmington Business License Fee
IL 17-031-423587 – Chicago Expense Tax
NM 35-000-0000 – New Mexico Workers Compensation
Assessment Fee
VT 50-000-0000 – Vermont Catamount Healthcare
Assessment Tax

For Symmetry users, method ‘01’ will deduct the entire Head Tax amount without any proration

e.g. Colorado Denver OPT Head Tax is $5.75 per month, this method will take $5.75 when the employee has not been deducted for the month

- if user wants to prorate $5.75 by each period, then use Method ’06 – Calc, Prorate by Period’


	Vertex Users only:

02 – Once Per Year
03 – Once Per Mth
04 – 1/Mth w Min Wage
05 – Once Per Period

	- For Symmetry users, Head Tax method 02 to 05 will default to Method 01.

- Symmetry automatically calculates Head Tax for each local, there is no need to specify ‘Once per year’ or ‘Once per month’

	Symmetry Users only:

06 – Calc, Prorate by Period
	For Symmetry users, this method will prorate the Head Tax amount by pay period

e.g. Colorado Denver OPT Head Tax is $5.75 per month, this method will prorate $5.75 to each period for the month
For a weekly pay period, the tax is $1.33
For a bi-weekly pay period, the tax is $2.65

- if user does not want to prorate $5.75 by each period, then use Method ’01 – Calculate by Local’


	99 - Do Not Calculate	If uloc_head_tax_method = '99' then
Head Tax will not be calculated

		




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![Notes|Edit:Internal.US Taxation Processing - IPRLU Tax Methods] 	
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