Table of Contents
MY TAX FILING INFORMATION#
The My Tax Filing Information (WEPRLU) screen allows the employee view and maintain the tax filing information held in the company’s records regarding the employees' Federal, State and Local Income tax withholding.
Please note this is a "view only" screenThe definition data for the My Tax Filing Information is stored in the P2K_PR_US_TAX_AREAS and P2K_PR_US_PAY_RULES table.
- Jurisdiction
- This field shows the Geo code of work tax jurisdiction.
- Description
- The reason why these taxation rules are being maintained is shown in this field. (i.e. Default Tax rules).
- There must be one blank jurisdiction record.
Federal tab#
- Filing Status
- This field shows the employee's Federal Filing Status.
- # of Exemptions
- This field specifies the number of exemptions the employee claims.
- Add’l Exemption
- This field specifies any additional exemption amount the employee claims.
- + Tax / Period
- This field shows the amount of additional tax to be taken each pay period.
- Tax Amount
- This field contains the flat tax amount that has been pre-calculated to be taken for the pay.
- Tax %
- This field contains the federal tax percentage applicable to this employee.
State tab#
- Filing Status
- This field shows the employee's State Filing Status.
- # of Exemptions 1
- This field specifies the number of primary exemptions for the employee (e.g. spouse, dependants etc.). In most cases this will be the only number of exemptions claims.
- # of Exemptions 2
- This field specifies the number of secondary exemptions for the employee. This is used in some states for blind or over-65 dependents.
- Add’l Exemption
- This field specifies any additional exemption amount the employee claims.
- + Tax / Period
- This field indicates the amount of additional tax to be taken each pay period.
- Tax Percent
- This field contains the state tax percentage applicable to this employee.
- Tax Amount
- This field contains the flat tax amount that has been pre-calculated to be taken for the pay.
Local tab#
- Filing Status
- You will use this field to select a valid filing status for local tax calculation:
- Number of Exemptions
- This field specifies the number of exemptions the employee claims.
- Tax % 1
- This field contains the local tax% applicable to this employee.
- Tax % 2
- This field holds the additional rate of tax you may pass to Vertex.
- Tax Amount
- This field contains the flat tax amount that has been pre-calculated to be taken for the pay.
- + Tax / Period
- This field shows the amount of additional tax to be taken each pay period.
- Annual Exemption
- This field specifies the annual exemption amount the employee claims.
- Exemption %
- This field specifies the additional exemption rate.
