[{TableOfContents }] !!!MY TAX FILING INFORMATION The My Tax Filing Information (WEPRLU) screen allows the employee to edit or view the tax filing information held in the company’s records regarding the employees' Federal, State and Local Income tax withholding. The 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|JURISDICTION_NAME]:This field shows the Geo code of work tax jurisdiction. ;[Description|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. %%information This function is [date sensitive|DATE SENSITIVE] and changes made in these areas below the [date navigator|DATE SENSITIVE NAVIGATOR] may be split with a new effective date.%% \\ ---- !!Federal tab ;[Filing Status|UFED_FILING_STATUS]:This field shows the employee's Federal Filing Status. ;[# of Exemptions|UFED_NUM_EXEMPTIONS]: This field specifies the number of exemptions the employee claims. ;[Add’l Exemption|UFED_ADD_EXEMPTION]: This field specifies any additional exemption amount the employee claims. ;[+ Tax / Period|UFED_ADD_TAX_PER_PERIOD]: This field shows the amount of additional tax to be taken each pay period. ;[Tax Amount|UFED_TAX_AMOUNT]:This field contains the flat tax amount that has been pre-calculated by you to be taken for the pay. ;[Tax %|UFED_TAX_PERCENT]:This field contains the federal tax percentage applicable to this employee. \\ ---- !!State tab ;[Filing Status|UST_FILING_STATUS]:This field shows the employee's State Filing Status. ;[# of Exemptions 1|UST_NUM_EXEMPTION_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|UST_NUM_EXEMPTION_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|UST_ADD_EXEMPTION]:This field specifies any additional exemption amount the employee claims. ;[+ Tax / Period|UST_ADD_TAX_PER_PERIOD]:This field indicates the amount of additional tax to be taken each pay period. ;[Tax Percent|UST_TAX_PERCENT]:This field contains the state tax percentage applicable to this employee. ;[Tax Amount|UST_TAX_AMOUNT]:This field contains the flat tax amount that has been pre-calculated by you to be taken for the pay. \\ ---- !!Local tab ;[Filing Status|ULOC_FILING_STATUS]:You will use this field to select a valid filing status for local tax calculation: ;[Number of Exemptions|ULOC_NUM_EXEMPTIONS]:This field specifies the number of exemptions the employee claims. ;[Tax % 1|ULOC_TAX_PERCENT_1]:This field contains the local tax% applicable to this employee. ;[Tax % 2|ULOC_TAX_PERCENT_2]: This field holds the additional rate of tax you may pass to Vertex. ;[Tax Amount|ULOC_TAX_AMOUNT]:This field contains the flat tax amount that has been pre-calculated by you to be taken for the pay. ;[+ Tax / Period|ULOC_ADD_TAX_PER_PERIOD]: This field shows the amount of additional tax to be taken each pay period. ;[Annual Exemption|ULOC_ANN_EXEMPTION]: This field specifies the annual exemption amount the employee claims. ;[Exemption %|ULOC_EXEMPTION_PERCENT]:This field specifies the additional exemption rate. [{If var='loginstatus' contains 'authenticated' ---- ![Discussion|Edit:Internal.IPRLU] [{InsertPage page='Internal.IPRLU' default='Click to create a new discussion page'}] }]