This page (revision-6) was last changed on 26-Nov-2021 10:22 by Karen Parrott

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

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Page References

Incoming links Outgoing links
PR_US_IPRLUS_W 4_OPTIONS...nobody
PR_US_IPRLUS_W4_OPTIONS

Version management

Difference between version and

At line 13 changed one line
IMST Site Preference - US IPRLUS W4 OPTION
!IMST Site Preference - US IPRLUS W4 OPTION
At line 16 added 2 lines
*On IPRLUS, users have ability to set up all Federal W4 and State W4 Forms information on one entry
*Or users can set up one IPRLUS for Federal W4, and then set up separate State W4 Forms by State.
At line 17 changed 2 lines
• On IPRLUS, users have ability to set up all Federal W4 and State W4 Forms information on one entry
• Or users can set up one IPRLUS for Federal W4, and then set up separate State W4 Forms by State.
**Null, 00 - Both Federal-W4 and State-W4 Forms can be set up on IPRLUS Default Entry and State Entry
**01 - Federal-W4 and State-W4 Forms are set up on separate IPRLUS entries by different State
At line 20 changed 2 lines
Null, 00 - Both Federal-W4 and State-W4 Forms can be set up on IPRLUS Default Entry and State Entry
01 - Federal-W4 and State-W4 Forms are set up on separate IPRLUS entries by different State
IMSST Screen set up:
[PR_US_IPRLUS_W4_OPTIONS-01.png]
At line 25 added 5 lines
*SEED_US_STE_IMST.sql will be delivered starting STE-2021-R9 release
*On IMST, users can manually add this IMST entry if this option is to be used
*On IMST, click the Add icon and the Look Up list to select the Site Preference ‘US IPRLUS W4 OPTION‘
*Users can enter the value of ‘00’ or ‘01’, if other values are specified, the default ‘00’ will be used
*If IMST ‘US IPRLUS W4 OPTION does not exist, the default ‘00’ will be used
At line 24 changed one line
• SEED_US_STE_IMST.sql will be delivered starting STE-2021-R9 release
!!IMST - W4 Option Processing
At line 26 changed 3 lines
• On IMST, users can manually add this IMST entry if this option is to be used
• On IMST, click the Add icon and the Look Up list to select the Site Preference ‘US IPRLUS W4 OPTION‘
• Users can enter the value of ‘00’ or ‘01’, if other values are specified, the default ‘00’ will be used
!US IPRLUS W4 OPTION = ‘00’ or Null
At line 30 changed one line
• If IMST ‘US IPRLUS W4 OPTION does not exist, the default ‘00’ will be used
- For option ‘00’, users can set up IPRLUS with all the Federal and State information in one Blank Entry, or in multiple State Entries, or in multiple Tax Jurisdiction Entries\\- Each entry must define all the Federal W4 and the State W4 information and tax methods\\- UPCALC uses the Pay Header’s Home and Work Jurisdiction to retrieve the appropriate IPRLUS entries
At line 32 changed one line
!!IMST - W4 Option Processing
IPRLUS Scenario 1:
- Employee uses one default IPRLUS entry only, State = ‘blank’
- Federal / State / Local Tab must define all Tax Methods.
At line 34 changed one line
US IPRLUS W4 OPTION – ‘00’ or Null
IPRLUS Miscellaneous Tab contains all Miscellaneous Parameters for Federal and all States.
At line 36 changed one line
US IPRLUS W4 OPTION = ‘00’ or Null
IPRLUS Scenario 2:
- Employee can set up one IPRLUS entry for each State, e.g. State = ‘California’, ‘Nevada’
- The Federal / State / Local Tab must define all Tax Methods for each IPRLUS entry.
At line 38 removed 3 lines
- For option ‘00’, users can set up IPRLUS with all the Federal and State information in one Blank Entry, or in multiple State Entries, or in multiple Tax Jurisdiction Entries
- Each entry must define all the Federal W4 and the State W4 information and tax methods
- UPCALC uses the Pay Header’s Home and Work Jurisdiction to retrieve the appropriate IPRLUS entries
At line 42 removed 2 lines
IPRLUS Scenario 1: Employee uses one default IPRLUS entry only, State = ‘blank’
Federal / State / Local Tab must define all Tax Methods.
At line 46 removed one line
US IPRLUS W4 OPTION – ‘01’
At line 48 removed one line
US IPRLUS W4 OPTION = ‘01’
At line 50 removed one line
- For Option ‘01’, Federal tax calculation will be retrieved from the IPRLUS Blank State Entry only
At line 52 removed one line
- For State tax calculation, UPCALC uses the Pay Header’s Home / Work Jurisdiction to retrieve the IPRLUS State Entry, these IPRLUS entries should contain one State W4 information along with the State tax methods
At line 54 added one line
!US IPRLUS W4 OPTION – ‘01’
At line 55 changed one line
IPRLUS Example: Employee has One Blank entry, and several States entries
*For Option ‘01’, Federal tax calculation will be retrieved from the IPRLUS Blank State Entry only
*For State tax calculation, UPCALC uses the Pay Header’s Home / Work Jurisdiction to retrieve the IPRLUS State Entry, these IPRLUS entries should contain one State W4 information along with the State tax methods
At line 57 changed 2 lines
• Blank State Entry – this is used for Federal Tax, contains Federal Tax methods and Federal W4 Misc. Parms
• State Entries – each State defines its own State Tax methods and State-W4 Misc. Parms
IPRLUS Example: Employee has One Blank entry, and several States entries
*Blank State Entry – this is used for Federal Tax, contains Federal Tax methods and Federal W4 Misc. Parms
*State Entries – each State defines its own State Tax methods and State-W4 Misc. Parms
At line 60 changed 3 lines
- IMCT ‘UPRLU MAPPING’ contains the Default Miscellaneous Parameters values for Federal and all States
-IMCT ‘UPRLU MAPPING’ contains the Default Miscellaneous Parameters values for Federal and all States
-UPCALC will add the IPRLUS Miscellaneous Parameters if any of the Misc. Parm are not exist
-For Federal tax calculation, UPCALC retrieves the IPRLUS Entry with Blank State
-For State tax calculations, UPCALC uses the Pay Header’s Home State and Work State to retrieve the appropriate IPRLUS entries
-if IPRLUS does not exist for the Home State or Work State, UPCALC will automatically create the IPRLUS entry for that State along with the Miscellaneous Parameters from IMCT ‘UPRLU MAPPING’
At line 64 removed 8 lines
- UPCALC will add the IPRLUS Miscellaneous Parameters if any of the Misc. Parm are not exist
- For Federal tax calculation, UPCALC retrieves the IPRLUS Entry with Blank State
- For State tax calculations, UPCALC uses the Pay Header’s Home State and Work State to retrieve the appropriate IPRLUS entries
- if IPRLUS does not exist for the Home State or Work State, UPCALC will automatically create the IPRLUS entry for that State along with the Miscellaneous Parameters from IMCT ‘UPRLU MAPPING’
At line 76 changed one line
IPRLUS – Federal W4 Misc Parm
!IPRLUS – Federal W4 Misc Parm
At line 78 removed one line
At line 76 added 6 lines
*Federal-W4 Forms and Federal Tax Methods must be entered on all IPRLUS entries
*This option is the Default set up for Legacy clients and those clients who want to maintain IPRLUS under one Default IPRLUS entry
*This option allows users to optionally enter IPRLUS by State to override some State Tax Methods for a particular State
*Note that all the Federal Tax Methods and Federal Misc. Parm must also be entered for each State entry
*Users can change the IMST ‘US IPRLUS W4 OPTION’ from Option ‘00’ to Option ‘01’ if desired.
*If Option ‘00’ is changed to Option ‘01’, UPCALC will automatically generate the State Entries when the employee is being paid with the Pay Header’s Home State and Residence State
At line 81 removed 3 lines
• Federal-W4 Forms and Federal Tax Methods must be entered on all IPRLUS entries
At line 85 removed one line
• This option is the Default set up for Legacy clients and those clients who want to maintain IPRLUS under one Default IPRLUS entry
At line 87 removed 10 lines
• This option allows users to optionally enter IPRLUS by State to override some State Tax Methods for a particular State
• Note that all the Federal Tax Methods and Federal Misc. Parm must also be entered for each State entry
• Users can change the IMST ‘US IPRLUS W4 OPTION’ from Option ‘00’ to Option ‘01’ if desired.
• If Option ‘00’ is changed to Option ‘01’, UPCALC will automatically generate the State Entries when the employee is being paid with the Pay Header’s Home State and Residence State
At line 86 added 3 lines
*Federal-W4 Forms and Tax Methods must be entered on one IPRLUS Blank State entry only
*The SaaS Agencies users and new users are recommended to use this option
*The IPRLUS State entries are not required to set up the Federal W4 Forms and Federal Tax Methods
At line 99 removed one line
• Federal-W4 Forms and Tax Methods must be entered on one IPRLUS Blank State entry only
At line 101 removed 5 lines
• The SaaS Agencies users and new users are recommended to use this option
• The IPRLUS State entries are not required to set up the Federal W4 Forms and Federal Tax Methods
At line 109 changed one line
IPRLUS – State W4 Misc Parm
!IPRLUS – State W4 Misc Parm
At line 97 added 4 lines
*Both Federal-W4 and State-W4 Forms and Tax Methods must be entered on each IPRLUS entries
*This option is the Default set up for Legacy clients and those clients who want to maintain IPRLUS under one Default IPRLUS entry
*This option allows users to optionally enter IPRLUS by State to override some State Tax Methods for a particular State
*Note that all the Federal Tax Methods and Federal Misc. Parm must also be entered for each State entry
At line 113 removed 5 lines
• Both Federal-W4 and State-W4 Forms and Tax Methods must be entered on each IPRLUS entries
• This option is the Default set up for Legacy clients and those clients who want to maintain IPRLUS under one Default IPRLUS entry
• This option allows users to optionally enter IPRLUS by State to override some State Tax Methods for a particular State
• Note that all the Federal Tax Methods and Federal Misc. Parm must also be entered for each State entry
At line 103 added 6 lines
*State-W4 Forms and State Tax Methods must be entered on separate IPRLUS State entry
*The SaaS Agencies users and new users are recommended to use this option
*The IPRLUS State entries do not need to set up the Federal W4 Forms and Federal Tax Methods
*UPCALC will ensure IPRLUS has a Default Blank entry for Federal tax calculation
*UPCALC will ensure IPRLUS has a State entry for IPPH Home State and Work State
*If IPRLUS Blank entry, Home State entry or Work State entry are not set up, UPCALC will automatically create the IPRLUS entry
At line 120 removed 9 lines
• State-W4 Forms and State Tax Methods must be entered on separate IPRLUS State entry
• The SaaS Agencies users and new users are recommended to use this option
• The IPRLUS State entries do not need to set up the Federal W4 Forms and Federal Tax Methods
• UPCALC will ensure IPRLUS has a Default Blank entry for Federal tax calculation
• UPCALC will ensure IPRLUS has a State entry for IPPH Home State and Work State
• If IPRLUS Blank entry, Home State entry or Work State entry are not set up, UPCALC will automatically create the IPRLUS entry
At line 130 changed 4 lines
• Employee 6035 has one IPRLUS entry with State = ‘blank’ only
• IPPH Work: NY 36-061-975772, Home: NJ 34-003-874296
• UPCALC will create 2 new IPRLUS entries for State: NY and NJ,
• When UPCALC selection criteria for ‘Message Level’ is not for Errors only, then display the following
*Employee 6035 has one IPRLUS entry with State = ‘blank’ only
*IPPH Work: NY 36-061-975772, Home: NJ 34-003-874296
*UPCALC will create 2 new IPRLUS entries for State: NY and NJ,
*When UPCALC selection criteria for ‘Message Level’ is not for Errors only, then display the following
This page (revision-6) was last changed on 26-Nov-2021 10:22 by Karen ParrottTop