This page (revision-38) was last changed on 26-Nov-2021 10:22 by Kevin Higgs

This page was created on 26-Nov-2021 10:22 by JEscott

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Version Date Modified Size Author Changes ... Change note
38 26-Nov-2021 10:22 13 KB Kevin Higgs to previous US Tax Withholding Options (UFED_TAX_METHOD) ==> UFED_TAX_METHOD (US Tax Withholding Options)
37 26-Nov-2021 10:22 13 KB Kevin Higgs to previous | to last UFED_TAX_METHOD ==> US Tax Withholding Options (UFED_TAX_METHOD)
36 26-Nov-2021 10:22 13 KB rforbes to previous | to last VERTEX ==> Vertex.VERTEX
35 26-Nov-2021 10:22 13 KB jmyers to previous | to last
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21 26-Nov-2021 10:22 20 KB JEscott to previous | to last

Page References

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IPRLU
IPRLU

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At line 108 added 116 lines
;[Filing Status|??]:Valid filing status for state tax calculation:
*Single
*Married
*Head of Household
*Married-File Separately
*Married-File Jointly
*Married-1 Spouse work
*Married-2 Spouse work
*Single- <= 2 Exempts
*Single= >= 3 Exempts
;:UST_Filing_Status is a fixed lexicon ([X_UST_FILING_STATUS]) that you may use to look up the value.
;[Tax Method|??]:This field specifies the State tax method for the employee:
*Normal Method
*Normal Method +%
*Normal Method + Amt
*% on element USTTERN
*% on element USTTPERC
*Flat Amount
*By Supplemental Meth
*Normal/0 Tax/Upd Wg
*Do Not Calculate
;For employees with multiple assignments who are paid with multiple time sheets in one pay period:
*PTD Method
*PTD Method +%
*PTD Method + Amount
;:UST_Tax_Method is a fixed lexicon ([X_UST_TAX_METHOD]) that you may use to look up the value.
;[Suppl. Tax Method|??]:Specifies the state supplemental tax method for the employee:
*Concur-% Method
*Concur-Flat Amount
*Concur-Normal Method
*Concur-Ann Sup Grs
*Concur-Not Ann Suppl
*Con-Norm/0 Tax/UpdWg
*Sep-% Method
*Sep-Flat Amount
*Sep-Normal Method
*Sep-Previous Gross
*Sep-Annual Gross
*Sep-Annual Prev Grs
*Sep-Alt % Method
*Concur-Table Read
*Concur-Tiered Rate
*Concur-Opt Calc %
*Do Not Calculate
;:UST_Suppl_Tax_Method is a fixed lexicon ([X_UST_SUPPL_METHOD]) that you may use to look up the value.
;[Alternate Tax Method|??]:Specifies the alternate State tax method. Only used by a few states. If a state supports the
Alternate State Tax method, it will be specified in the Vertex manual, ‘Current Information’ for the state. Please refer to Vertex manual prior to using the Alternate State method.
;:''Alt St Tax Method 00 – 09
;:UST_Alt_Tax_Method is a fixed lexicon ([X_UST_ALT_TAX_METHOD]) that you may use to look up the value.
;[SUI Employee Method|??]:This field specifies the employee’s calculation method for State Unemployment Insurance:
*Self Adjust
*Do Not Self Adjust
*Self Adjust at Max
*No Self Adjust, 0% Experience Rate
*Self Adjust, 0% Experience Rate
*No Calc, Upd Wage
*Do Not Calculate
;:UST_SUI_EE_Method is a fixed lexicon ([X_UST_SUI_METHOD]) that you may use to look up the value.
;[SUI Employer Method|??]:This field specifies the employer’s calculation method for State Unemployment Insurance:
*Self Adjust
*Do Not Self Adjust
*Self Adjust at Max
*No Self Adjust, 0% Experience Rate
*Self Adjust, 0% Experience Rate
*No Calc, Upd Wage
*Do Not Calculate
;:UST_SUI_ER_Method is a fixed lexicon ([X_UST_SUI_METHOD]) that you may use to look up the value.
;[SDI Employee Method|??]:This field specifies the employee’s calculation method for State Disability Insurance:
*Self Adjust
*Do Not Self Adjust
*Self Adjust at Max
*No Self Adjust, 0% Experience Rate
*Self Adjust, 0% Experience Rate
*No Calc, Upd Wage
*Do Not Calculate
;;UST_SDI_EE_Method is a fixed lexicon ([X_UST_SDI_METHOD]) that you may use to look up the value.
;[SDI Employer Method|??]:This field specifies the Employer’s calculation method for State Disability Insurance:
*Self Adjust
*Do Not Self Adjust
*Self Adjust at Max
*No Self Adjust, 0% Experience Rate
*Self Adjust, 0% Experience Rate
*No Calc, Upd Wage
*Do Not Calculate
;:UST_SDI_ER_Method is a fixed lexicon ([X_UST_SDI_METHOD]) that you may use to look up the value.
;[WCB Method|??]:This field specifies the calculation method for Workers’ Compensation:
*Calculate WC
*Do Not Calculate
;:UST_WCB_Method is a fixed lexicon ([X_UST_WCB_METHOD]) that you may use to look up the value.
;[Reciprocity Agreement|??]:This field indicates if the employee has filed a ‘Non-Residency Certificate’ with the
employer and therefore the state tax is to be calculated by the certificate.
*NR Certificate Filed
*Calc WORK Tax only
*Calc RES Tax only
*Calc Work and Res
;:UST_Reciprocation is a fixed lexicon ([X_UST_RECIPROCATION]) that you may use to look up the value.
;[# 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. UST_Num_Exemption_1 is an optional 5 digit numeric field that you must manually enter.
;[# 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 dependants. UST_Num_Exemption_2 is an optional 5 digit numeric field that you must manually enter.
;[Tax Percent|??]:This field contains the state tax percentage applicable to this employee. If the percentage is greater than zero, it will be used whenever UST_TAX_METHOD or UST_SUPPL_TAX_METHOD specifies to use %. Otherwise, the percentage from
GOVTREG file (IDGV) will be used. UST_Tax_Percent is an optional 5 digit numeric field that you must manually enter.
;[Annual Exemption|??]:This field specifies an overridden annual exemption amount for the state tax calculation. UST_Ann_Exemption is an optional 18 digit numeric field that you must manually enter.
;[Add’l Exemption|??]:This field specifies any additional exemption amount the employee claims. UST_Add_Exemption is an optional 18 digit numeric field that you must manually enter.
;[Add’l Tax Per Period|??]:This field indicates the amount of additional tax to be taken each pay period. If the employee does not have enough taxable earnings this amount will only be taken if the additional tax option is set to 'always’ in the Payroll Information form and the pay is a ‘Regular Pay’ pay category. If State Tax Method = Annualized +%, then this field contains the percentage that will be apply to federal earnings and treats as additional tax. (e.g. 5%, enter as 5). If State Tax Method = Annualized + Amount, then this field contains a per pay period additional tax amount. UST_Add_Tax_Per_Period is an optional 18 digit numeric field that you must manually enter.
;[Add’l Tax for Res.|??]:This field indicates whether the additional tax per period is for Residence State tax:
*Add Tax not for RES
*Add Tax for RES
;:UST_Add_Tax_Res is a fixed lexicon ([X_UST_ADD_TAX_RES]) that you may use to look up the value.
;[Add’l Tax for Work|??]:This field indicates whether the additional tax per period is for Work State tax:
*Add Tax not for WORK
*Add Tax for WORK
;:UST_Add_Tax_Work is a fixed lexicon ([X_UST_ADD_TAX_WORK]) that you may use to look up the value.
;[Tax Amount|??]:This field contains the flat tax amount that has been pre-calculated by you to be taken for the pay.
This field will be used when State Tax Method = Flat Amount method. UST_Tax_Amount is an optional 18 digit numeric field that you must manually enter.
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!!!Maintain US Tax Filing Information (IPRLU) - Local
This page (revision-38) was last changed on 26-Nov-2021 10:22 by Kevin HiggsTop