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

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.