US TAXATION PROCESSING - IPRLU TAX METHODS#
Overview#
This page describes the processing of each field on the Maintain US Tax Filing Information (IPRLU) form that is 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.
The following tables describe the fields on IPRLU /IPRLUS forms 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. Users can 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.
| 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 Descriptions#
| 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 | |
| 05 - Non Resident Alien | FederalFilingStatus.Nonresident_Alien - International treaties are not handled by Symmetry. The STE will perform the standard NRA calculation as described in the Publication 15 (Circular E guide) | |
| 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 it exists - otherwise from IDGV, Federal Level for 'Reg Type' = 'US Fed Regist n' with 'Govt Rate Type' = 'US Fed Tax Rate' if it 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', such as FICA and Medicare. 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 Users can use their existing Suppl Tax Method set up for tax comparison -after conversion, users can 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 it exists - otherwise from IDGV, Federal Level for 'Reg Type' = 'US Fed Regist n' with 'Govt Rate Type' = 'US Fed Sup Rate' if it 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. - specifies the number of exemptions for this employee from W4 Form | - STE_setFederalParams.numAllowances |
| Addl $ or % Per Period | Optional. | - 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.- If ufed_tax_method = 06-Flat Amount then fit_tax = fed_tax_amount | |
| Tax % | Optional. | - If ufed_tax_method = 04 - % on element UFWTERN or 05 - % on element UFWTPERC then fit_percent = ufed_tax_percent |
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 the '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 an 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 default 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 the RUIA Method is not defined as '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 the 'Self-Adjust' or the 'No Self Adjust' method | |
| 02 - RR Tier2 No Self Adjust (Recommended) | - This is the recommended tax method. - 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 |
State Level#
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 -The Filing Status under the 'State' tab is for information only. This field is only available in IPRLU. It was not added to IPRLUS |
| 00 - Not Applicable | - Users can enter '00 - Not Applicable' or enter one of 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 can be prorated by Reg and Sup wages, depending on the 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 - users can use their existing Supl Tax Method set up for tax comparison - after conversion, user can 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 that 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 can be prorated by Reg and Sup wages, depending on the 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 can 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 it 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, such as 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, such as 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 calculation 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, such as 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, such as 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 the 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. | |
| 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, users 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 the employee level, users can set up an employee's Reciprocity Agreement as an override to the IMST Site Preference. | - this field determines how Pay Line Earnings are to be allocated to HOME / WORK Tax Jurisdictions |
| Null or 00 - Default (PPH Work/Res GEO) | - Pay Line 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 are allocated to the 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 are allocated to the Pay Header's Work Jurisdiction -if a Pay Line does not specify a Tax Jurisdiction, this Pay Line's Earnings are allocated to the Pay Header's Work Jurisdiction k_SIT_Param.hasNonResCertificate = False | |
| 01 - NR Certificate Filed | - Pay Line Earnings are allocated the same way as 00 - Default k_SIT_Param.hasNonResCertificate = True | |
| 02 - Calc WORK Tax (PPH Work GEO) | - All Pay Line Earnings are allocated according to Pay Header's WORK Jurisdiction | |
| 03 - Calc RES Tax (PPH Home GEO) | - All Pay Line 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 | - Not Used - replaced by MISCELLANEOUS Tab Misc. Identifier = 'TOTALALLOWANCES' or similar Misc. Identifier for different State |
| # of Exemption 2 | Not Used | - Not Used |
| Annual Exemption | Not Used | - Not Used |
| Add'l Exemption | Not Used | - Not Used |
| Addl $ or % Per Period | Optional. | - 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. | - 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. | - Same as 'Add'l Tax for Res' but use for Work State |
| Tax Amount | Optional. | - If ust_tax_method = '06' (Flat) then sit_tax = ust_tax_amount |
| Tax % | Optional. |
Local Level#
Local Level Field Descriptions#
Local level Taxation is automatically calculated by Symmetry based on the GNIS location code, such as the GEO Code.There is no need to set up Local tab information except to suppress certain Tax Calculations 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 the IPUTP (Maintain US Tax Parameters) form. Users then should set up the IPRLU MISC Tab with these Local Misc. Identifiers.
| Local Tab Description | IPRLU Value | Symmetry Description |
|---|---|---|
| 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', 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', 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', 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 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' | |
| 02 - 05 | Obsolete | |
| 06 - Calc, Prorate by Period | This method will prorate the Head Tax amount by pay period Example: 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 users do 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', Head Tax will not be calculated |
Notes #
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