This page (revision-34) was last changed on 26-Nov-2021 10:22 by mmcfarland

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

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Page References

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US Load Tax Rates and State Parameters
US Load Tax Rates and State Parameters

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At line 10 changed one line
!UPUTR - Load US Tax Rates and State Misc Parameters
[{InsertPage page='UPUTR' section=2}]
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|Effective Date|Mandatory,Date, LOV Available\\You must enter an Effective date for the tax rates.
|Remove Old Tax Rates|Optional,[Yes or No|X_YES_NO] lexicon available\\If <YES>, the report will remove old [IPUTR] Tax Rates that match the specified Effective date.\\ \\You may run UPUTR to remove old tax rates without loading new rates, which allows you to clean up historical tax rates.
|Load Tax Rates|Optional,[Yes or No|X_YES_NO] lexicon available\\If <YES>, the report load IPUTR Tax Rates for the specified Effective date and selected states\\ \\If this toggle is set to <<Yes>>, you do not need to set the 'Remove Old Tax Rates' toggle to <<Yes>>. UPUTR will automatically match or create new entries with the same Effective date. This is because UPUTR needs to retain the Overridden User Rates and therefore cannot remove Old Rates of the same Effective Date before loading.
|Load State Misc Parms|Optional,[Yes or No|X_YES_NO] lexicon available\\If <YES>, the report will load IPUTP Tax Parameters for selected states.
|Country|Mandatory\\You must enter the Country code in order to filter the list of states.
|State|Optional\\You may enter list of states to be processed.\\ \\If no states are entered in this field, then all states will be processed.\\If you wish to load Federal rates, you must select 'Federal' from the list of states.\\ \\If you wish to load County or City rates, you MUST enter a list of states and then enter the Jurisdictions parameters below.
|Load All Jurisdiction|Optional,[Yes or No|X_YES_NO] lexicon available\\By default, this toggle is set to <<No>>, which means that the Jurisdiction Tax Rates will not be automatically loaded for each jurisdiction. This is because the volume of information would affect the performance of UPUTR.\\ \\Some users may pay into jurisdictions that have taxes while others do not. If you wish to view the Tax Rates by Jurisdictions on IPUTR, you may:\\(1) either select <<Yes>> for this toggle to load all Jurisdiction Tax Rates into IPUTR for all [IDTX] entries for the state, \\(2) or enter a list of jurisdictions in the following field.\\ \\__Note__: IPUTR Jurisdiction entries are for information only. The tax calculation will actually be calculated directly from the Symmetry Tax Server; the rates (except for Overridden rates) are not picked up from IPUTR.
|Load Only Jurisdiction|Optional\\This field allows you to enter a list of jurisdictions in order to load in the County or City rates. (e.g. City of Yonkers)\\ \\__Note__ If the "Load All Jurisdiction" toggle is set to <<Yes>>, this toggle will not be used.
|Trial|Optional, to allow user to run in Trial or Update mode\\ \\this allows user to review the Run Log report prior to Update\\ \\
|Trial|Optional, [Yes or No|X_YES_NO] lexicon available\\You may choose to run the report in a trial mode to see results <Yes> or in update mode <No>.\\If this toggle is set to <<No>, IPMT, IPUTR screens will be updated.
|Print Details| Optional, [Yes or No|X_YES_NO] lexicon available//If <Yes> then the report will show the detailed dump of the Tax Rates and State Misc Tax Parameter information\\ \\If you choose <<Yes>> for this toggle, the report size may be quite large, therefore you should leave this report to the default of << No>> unless for tracing purposes.
|Exception Level|Optional, [Exception Level|X_TRACE_LEVEL] lexicon available\\This field defines the exception level (report messages) required.\\ \\You should run the report with this toggle set to <<Exceptions Only>>. If this toggle is set to <<Utility Trace>>, the report may be over several hundred pages.
|User Comments |Optional, Text \\This field holds the user-supplied comment which will appear in the header of all pages of the report. This is useful during testing phases to identify similar reports from each other.
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!UPUTR – Processing
!UPUTR - Processing
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*At the Federal and State Level, UPUTR loads in the US Tax Rates and Miscellaneous Tax Parameters for the list of States selected
*At the Federal and State level, UPUTR loads in the US Tax Rates and Miscellaneous Tax Parameters for the list of states selected.
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*In order for Federal rates to be loaded, Federal must be selected from the State parameter
*In order for Federal rates to be loaded, <<Federal>> must be selected from the State field.
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*If users are paying County or City taxes, user may optionally load in the County or City rates by entering ‘Yes’ to the prompt ‘Load All Jurisdiction’ or to enter a list of Jurisdictions to be included e.g. City of Yonkers for New York State
*If you are paying County or City taxes, you may load in the County or City rates by entering either setting the "Load All Jurisdictions" toggle to <<Yes>> or by entering a list of Jurisdictions to be included in the "Load Only Jursidiction" field. (e.g. City of Yonkers for New York State)
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*After UPUTR is run, user should go into IPUTR and IPUTP screen to view the newly loaded Tax Rates and State Miscellaneous Tax Parameters
*After UPUTR is run, you should go into the [IPUTR] and [IPUTP] screens to view the newly loaded Tax Rates and State Miscellaneous Tax Parameters.
At line 38 changed 3 lines
*The frequency of UPUTR run should be as follows in order to load in the latest Tax Rates and State Miscellaneous Tax Parameters
o Annually as of January of each year
 UPUTR should be scheduled as part of the Legislation Cycle to be run at the beginning of the Year
*In order to load in the latest Tax Rates and State Miscellaneous Tax Parameters, the frequency of the UPUTR run should be as follows:
**Annually as of January of each year
***UPUTR should be scheduled as part of the Legislation Cycle to be run at the beginning of the Year
At line 42 changed 2 lines
o When Symmetry Tax Engine is upgraded
 when Symmetry Tax Engine is delivered due to Software upgrade or Tax Rate changes, user should run UPUTR to pick up any new rates or State Miscellaneous Tax Parameters
**When Symmetry Tax Engine is upgraded
***when Symmetry Tax Engine is delivered due to Software upgrade or Tax Rate changes, user should run UPUTR to pick up any new rates or State Miscellaneous Tax Parameters
At line 45 changed 3 lines
o At User Request
 if user starts to pay in s new State, user may run UPUTR
 user may run at any time to load in the County or City Rates
**At User Request
***if user starts to pay in s new State, user may run UPUTR
***user may run at any time to load in the County or City Rates
At line 49 changed one line
*If ‘Print Detail’ = Yes, UPUTR will list the detail entries that are processed for each Tax Rate level and each State Miscellaneous Tax Parameter
*If "Print Detail" = Yes, UPUTR will list the detail entries that are processed for each Tax Rate level and each State Miscellaneous Tax Parameter
At line 55 changed one line
*There are 2 options to set up Overridden Rate, Overridden Wage Base or Overridden Tax Limit
*There are 2 options to set up Overridden Rate, Overridden Wage Base or Overridden Tax Limit:
*# IPUTR
*#*enter the Rate or Wage Base provided by the Government on the Override fields
*#*these Overrides are applicable for the entire company for the State
*#*rate overrides are only applicable for FUTA, SUTA, SUTA SC, SUI EE and SDI EE tax identifiers, overrides entered for other tax rates will not be read
At line 57 changed 3 lines
(1) IPUTR - enter the Rate or Wage Base provided by the Government on the Override fields
- these Overrides are applicable for the entire company for the State
- rate overrides are only applicable for FUTA, SUTA, SUTA SC, SUI EE and SDI EE tax identifiers, overrides entered for other tax rates will not be read
*#IDGV
*#*if there is a specific rate given by the government for different State Registration #,
*#*then enter on IDGV by "Reg Type", this overrides the IPUTR Rate
*#*UPCALC retrieves IDGV by Government Registration from Employee's Pay Header Group
At line 61 removed 4 lines
(2) IDGV - if there is a specific rate given by the government for different State Registration #,
- then enter on IDGV by ‘Reg Type’, this overrides the IPUTR Rate
- UPCALC retrieves IDGV by Government Registration from Employee’s Pay Header Group
At line 77 changed one line
*If the parameter ‘Remove Old Tax Rates’ = ‘Yes’, UPUTR removes IPUTR Tax Rates entries that are prior to the specified Effective Date for the selected States
*If the parameter "Remove Old Tax Rates" = <<Yes>>, UPUTR removes IPUTR Tax Rates entries that are prior to the specified Effective Date for the selected States
At line 79 changed one line
*If ‘Load Tax Rates’ = ‘Yes’, UPUTR retrieves the US Tax Rates for the selected list of States and loads into IPUTR for the specified Effective Date
*If "Load Tax Rates" = <<Yes>>, UPUTR retrieves the US Tax Rates for the selected list of States and loads into IPUTR for the specified Effective Date
This page (revision-34) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop