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

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
34 26-Nov-2021 10:22 10 KB mmcfarland to previous
33 26-Nov-2021 10:22 14 KB mmcfarland to previous | to last
32 26-Nov-2021 10:22 14 KB mmcfarland to previous | to last
31 26-Nov-2021 10:22 14 KB mmcfarland to previous | to last
30 26-Nov-2021 10:22 14 KB mmcfarland to previous | to last
29 26-Nov-2021 10:22 14 KB mmcfarland to previous | to last
28 26-Nov-2021 10:22 14 KB rforbes to previous | to last
27 26-Nov-2021 10:22 14 KB jescott to previous | to last
26 26-Nov-2021 10:22 14 KB jescott to previous | to last
25 26-Nov-2021 10:22 14 KB jmyers to previous | to last
24 26-Nov-2021 10:22 14 KB jmyers to previous | to last
23 26-Nov-2021 10:22 14 KB jmyers to previous | to last
22 26-Nov-2021 10:22 13 KB jescott to previous | to last
21 26-Nov-2021 10:22 13 KB jmyers to previous | to last

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 20 changed one line
*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)
*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)
At line 55 changed one line
*If you need to add in a new effective date entry for a change to an overridden tax rate (ie: new government supplied SUTA rate) you would run UPUTR for the new effective date.
*If you need to add in a new effective date entry for a change to an overridden tax rate (e.g., new government supplied SUTA rate) you would run UPUTR for the new effective date.
At line 75 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 'Load State Misc. Params' field is set to <<Yes>>, UPUTR loads in IPUTP Miscellaneous Tax Parameters for list of selected states.
At line 104 changed one line
*Federal level means the Miscellaneous Identifier will be generated with the State Name field set to '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
*Federal level means the Miscellaneous Identifier will be generated with the State Name field set to '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 108 changed one line
*If the Level field is set to a specific state name (e.g. 'Oregon'), the Miscellaneous Identifies will be generated for that state if the UPUTR selected list of states contains the state name.
*If the Level field is set to a specific state name (e.g., 'Oregon'), the Miscellaneous Identifies will be generated for that state if the UPUTR selected list of states contains the state name.
At line 112 changed one line
*Certain identifiers are defined according to the government legislative requirement which allows the employer to override on IPUTP but not allow the employee to override at the employee level. These identifiers are defined by setting the Provided By field to 'Legislative' (e.g. STATE_ROUNDING).
*Certain identifiers are defined according to the government legislative requirement which allows the employer to override on IPUTP but not allow the employee to override at the employee level. These identifiers are defined by setting the Provided By field to 'Legislative' (e.g., STATE_ROUNDING).
At line 114 changed one line
*For the internal identifiers, the employee may optionally add this identifier on the IPRLU - Miscellaneous 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 the IPRLU - Miscellaneous tab to override the default value of IPUTP (e.g., SUP_PAID_WITH_REG).
At line 116 changed one line
*For State Supplemental Tax calculation, please read PR_US_IPRLU_Sup_Pay_v1.0.doc for detail for the usage of SUP_PAID_WITH_REG and SUP_PAID_WITHOUT_REG
*For State Supplemental Tax calculation, please read PR_US_IPRLU_Sup_Pay_v1.0.doc for detail for the usage of SUP_PAID_WITH_REG and SUP_PAID_WITHOUT_REG
At line 127 changed one line
If UPUTR is run in Non-Trial mode, the following list of Screens are updated:
If UPUTR is run in Non-Trial mode, the following list of screens are updated:
At line 130 changed one line
*The user should click the applicable State to view the Tax Rates
*You should click the applicable state to view the tax rates.
At line 132 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 the 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 UPUTR. 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 134 changed one line
*The State Code for Federal Level is 00
*The State code for the federal level is "00".
At line 136 changed one line
*Tax Identifier format is pre-defined by Symmetry with the Location Code and Tax Type
*Tax Identifier format is pre-defined by Symmetry with the Location code and Tax type.
At line 138 changed one line
*The Tax Rate, Wage Base information may be provided or it may be zero to indicate this Tax Type will be calculated
*The Tax Rate, Wage Base information may be provided or it may be set to zero to indicate this Tax type will be calculated.
At line 140 changed one line
*In order to Sort by Effective Date or to Sort by State, user may drag the applicable column to the left side at the scroll block
*In order to sort either by Effective Date or by State, you may drag the applicable column to the left side at the scroll block.
At line 142 changed one line
*This screen is loaded by UPUTR, user does not need to enter information on this screen except to enter the Override Amounts
*This screen is loaded by UPUTR, you do not need to enter information on this screen except to enter the Override amounts.
At line 146 changed one line
*User may select the applicable State to view the State Miscellaneous Tax Parameters
*You may select the applicable state to view the State Miscellaneous Tax Parameters.
At line 148 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 the format of 'XXnnnn', where XX is the State code and nnnn is a sequential 4 digit number.
At line 150 changed one line
*Miscellaneous Identifier is retrieved from Symmetry and will be passed to Symmetry Tax Engine with this exact Name for Tax Calculation by UPCALC, e.g. FILINGSTATUS
*Miscellaneous Identifier is retrieved from Symmetry and will be passed to STE with this exact name for tax calculation by UPCALC (e.g., FILINGSTATUS).
At line 152 changed one line
*This screen is loaded by UPUTR, user does not need to enter information on this screen other than to provide default values if desired
*This screen is loaded by UPUTR, you do not need to enter information on this screen other than to provide default values, if desired.
At line 154 changed one line
*The Reference Text field contains the editing information for the Miscellaneous Identifier
*The Reference Text field contains the editing information for the Miscellaneous Identifier.
At line 156 changed one line
*IPUTP information will be used on IPRLU screen Miscellaneous Tab
*IPUTP information will be used on IPRLU - Miscellaneous tab.
At line 159 changed one line
*All employees MUST be set up on IPRLU MISCELLANEOUS tab prior to running UPCALC to calculate US Taxation by Symmetry
*All employees __MUST__ be set up on IPRLU - Miscellaneous tab prior to running UPCALC to calculate US Taxation by Symmetry.
At line 161 changed one line
*IPRLU can be set up with or without a State code
*IPRLU can be set up with or without a State code.
At line 163 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.
At line 165 changed one line
*When IPRLU is set up without a State, the Misc. Tax Parm can be entered for all States, the Reference Text will help the user to enter the correct information in the Field Variable
*When IPRLU is set up without a state, the Misc. Tax Parm can be entered for all states. The Reference Text will help you to enter the correct information in the Field Variable
At line 167 changed one line
*When IPRLU is set up with a State, the Misc. Tax Parm must be entered for that specific State only, this IPRLU entry contains pertaining information to be used for this State, e.g. a different Tax Method can be defined for this State
*When IPRLU is set up with a state, the Misc. Tax Parm must be entered for that specific state only. This IPRLU entry contains pertaining information to be used for this state. (e.g., a different tax method can be defined for this state.)
At line 169 changed one line
*When UPCALC creates the default IPRLU record for an employee who does not have a record, i.e a new hire, the UPCALC will read IPUTP for any default values that may be defined. If none are found the system will use the first option available in the reference text, ie: 0 for Total Allowances. For the Filing Status tax parameters, UPCALC will derive the Filing Status from the vertex Filing Status in the State tab and if null will then use the Federal Filing Status.
*When UPCALC creates the default IPRLU record for an employee who does not have a record, (e.g., a new hire), the UPCALC will read IPUTP for any default values that may be defined. If none are found the system will use the first option available in the reference text, (e.g., 0 for Total Allowances). For the Filing Status tax parameters, UPCALC will derive the Filing Status from the Vertex Filing Status in the State tab and if null will then use the Federal Filing Status.
This page (revision-34) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop