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Page References

Incoming links Outgoing links
US Load Tax Rates and State Parameters
US Load Tax Rates and State Parameters

Version management

Difference between version and

At line 76 changed one line
*If the parameter ‘Load State Misc. Params’ = ‘Yes’, UPUTR loads in IPUTP Miscellaneous Tax Parameters for list of selected States
*If the parameter 'Load State Misc. Params' = <<Yes>>, UPUTR loads in IPUTP Miscellaneous Tax Parameters for list of selected States.
At line 80 changed one line
*If an old Miscellaneous Tax Parameter is not used in the current load, this Parameter will be marked with ‘-OBSOLETE’ in the Miscellaneous Identifier field
*If an old Miscellaneous Tax Parameter is not used in the current load, this Parameter will be marked with '-OBSOLETE' in the Miscellaneous Identifier field
At line 84 changed one line
*UPUTR will default values for a few state tax parameters, mainly those that require a value of True or False. For the true false tax parameters the UPUTR will default a value of ‘FALSE’ as this value would make the most sense for the general public. A few examples would be the parameters ‘LOWINCOMETAXRATES’ and ‘TEXARKANARESIDENT’ for the state of Arkansas.
*UPUTR will default values for a few state tax parameters, mainly those that require a value of True or False. For the true false tax parameters the UPUTR will default a value of 'FALSE' as this value would make the most sense for the general public. A few examples would be the parameters 'LOWINCOMETAXRATES' and 'TEXARKANARESIDENT' for the state of Arkansas.
At line 92 changed one line
Level Miscellaneous Identifier Provided By Allow IPRLU Override
||Level||Miscellaneous Identifier||Provided By||Allow IPRLU Override
|Federal|401K_CATCHUP|Internal|Yes
|State|STATE_NEXUS|Legislative|No
|State|STATE_ROUNDING|Legislative|No
|State|SUP_PAID_WITH_REG|Internal|Yes
|State|SUP_PAID_WITHOUT_REG|Internal|Yes
|Oregon|TRANSIT_CANBY_TAX|Internal|Yes
|Oregon|TRANSIT_LANE_TAX|Internal|Yes
|Oregon|TRANSIT_TRIMET_EXCISE_TAX|Internal|Yes
|Oregon|TRANSIT_SANDY_TAX|Internal|Yes
|Oregon|TRANSIT_WILSONVILLE_TAX|Internal|Yes
|Oregon|TRANSIT_SOUTH_CLACKAMAS_TAX|Internal|Yes
At line 94 changed 11 lines
Federal 401K_CATCHUP Internal Yes
State STATE_NEXUS Legislative No
State STATE_ROUNDING Legislative No
State SUP_PAID_WITH_REG Internal Yes
State SUP_PAID_WITHOUT_REG Internal Yes
Oregon TRANSIT_CANBY_TAX Internal Yes
Oregon TRANSIT_LANE_TAX Internal Yes
Oregon TRANSIT_TRIMET_EXCISE_TAX Internal Yes
Oregon TRANSIT_SANDY_TAX Internal Yes
Oregon TRANSIT_WILSONVILLE_TAX Internal Yes
Oregon TRANSIT_SOUTH_CLACKAMAS_TAX Internal Yes
*'Federal' level means the Miscellaneous Identifier will be generated with State Name = 'Federal' and will be used at the Federal Level taxation, certain Federal Identifiers are applicable to all States of the same pay.\\e.g. 401K_CATCHUP is used for Federal and State Level 401K calculation
At line 107 added one line
*'State' level means the Miscellaneous Identifier will be generated for all States with State Name = UPUTR selected list of States and will be used at the State Level taxation, these State Identifiers are specific to the defined State only.
At line 107 changed 2 lines
*‘Federal’ level means the Miscellaneous Identifier will be generated with State Name = ‘Federal’ and will be used at the Federal Level taxation, certain Federal Identifiers are applicable to all States of the same pay
e.g. 401K_CATCHUP is used for Federal and State Level 401K calculation
*If Level = specific State name (e.g. 'Oregon'), this means these Miscellaneous Identifies will be generated for State of Oregon if UPUTR selected list of States contains 'Oregon'
At line 110 removed 4 lines
*‘State’ level means the Miscellaneous Identifier will be generated for all States with State Name = UPUTR selected list of States and will be used at the State Level taxation, these State Identifiers are specific to the defined State only
*If Level = specific State name (e.g. ‘Oregon’), this means these Miscellaneous Identifies will be generated for State of Oregon if UPUTR selected list of States contains ‘Oregon’
At line 116 changed one line
*Certain Identifiers are defined according to Government Legislative Requirement which allows the Employer to override on IPUTP but however do not allow the employee to override at the employee level, these Identifiers are defined with ‘Provided By’ = ‘Legislative’, e.g. STATE_ROUNDING
*Certain Identifiers are defined according to Government Legislative Requirement which allows the Employer to override on IPUTP but however do not allow the employee to override at the employee level, these Identifiers are defined with 'Provided By' = 'Legislative', e.g. STATE_ROUNDING
At line 118 changed one line
*For the ‘Internal’ Identifiers, the employee may optionally add this Identifier on IPRLLU MISC Tab to override the default value of IPUTP, e.g. SUP_PAID_WITH_REG
*For the 'Internal' identifiers, the employee may optionally add this Identifier on IPRLLU MISC tab to override the default value of IPUTP, e.g. SUP_PAID_WITH_REG
At line 124 changed one line
!UPUTR – Sample Run
!UPUTR - Sample Run
At line 126 changed 2 lines
(1) Print Detail = ‘No’
#Print Detail = <<No>>
#Print Detail = <<Yes>>
At line 129 changed one line
(2) Print Detail = ‘Yes’
!!UPUTR - Screens Updated
At line 131 removed 3 lines
!!UPUTR – Screens updated
At line 135 changed one line
!IPUTR – Maintain US Tax Rates
!IPUTR - Maintain US Tax Rates
At line 139 changed one line
*Tax Rate Seq is in Format of ‘XXnnnn’, where XX is the State code and nnnn is a sequential 4 digit number. The sequence is not pre-determined, it is simply the order in which the parameter was loaded in by the UPUTR function. The sequence of the tax parameters mentioned in the documentation may not match exactly to the sequence you have in your environment. The sequence is used to order the parameters and to distinguish them at the state level in IPRLU.
*Tax Rate Seq is in Format of 'XXnnnn', where XX is the State code and nnnn is a sequential 4 digit number. The sequence is not pre-determined, it is simply the order in which the parameter was loaded in by the UPUTR function. The sequence of the tax parameters mentioned in the documentation may not match exactly to the sequence you have in your environment. The sequence is used to order the parameters and to distinguish them at the state level in IPRLU.
At line 151 changed one line
!IPUTP – Maintain US Tax Parameters
!IPUTP - Maintain US Tax Parameters
At line 155 changed one line
*Misc Tax Parm is in Format of ‘XXnnnn’, where XX is the State code and nnnn is a sequential 4 digit number
*Misc Tax Parm is in Format of 'XXnnnn', where XX is the State code and nnnn is a sequential 4 digit number
At line 165 changed 2 lines
!IPRLU – Miscellaneous Tab
*All employees MUST be set up on IPRLU MISCELLANEOUS Tab prior to running UPCALC to calculate US Taxation by Symmetry
!IPRLU - Miscellaneous Tab
*All employees MUST be set up on IPRLU MISCELLANEOUS tab prior to running UPCALC to calculate US Taxation by Symmetry
At line 170 changed one line
*UPCALC will pick up the state record first, if no matching state record can be found UPCALC will then look for a jurisdiction record matching the jurisdiction on the employee’s IPPH, if UPCALC cannot locate a matching jurisdiction record it will then read the default IPRLU record.
*UPCALC will pick up the state record first, if no matching state record can be found UPCALC will then look for a jurisdiction record matching the jurisdiction on the employee's IPPH, if UPCALC cannot locate a matching jurisdiction record it will then read the default IPRLU record.
This page (revision-34) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop