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

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 12 changed one line
Effective Date - Mandatory, user must enter an Effective Date for the Tax Rates
|Effective Date|Mandatory, user must enter an Effective Date for the Tax Rates
|Remove Old Tax Rates|Optional, to remove IPUTR old Tax Rates that match the specified Effective Date\\ \\user may run UPUTR to remove Old Tax Rates without loading new rates, this allows users to clean up historical tax rates
|Load Tax Rates|Optional, to load IPUTR Tax Rates for the specified Effective Date and selected States\\ \\if this parameter is ‘Yes’, user does not need to enter ‘Yes’ to the parameter ‘Remove Old Tax Rates’ because UPUTR will match or create new entries with the same Effective date as 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, to load IPUTP Tax Parameters for selected States
|Country|Mandatory, user must enter the Country Code to filter the list of States
|State|Optional, user may enter list of States to be processed\\ \\if list of States are not entered, then all States will be processed\\if user wants to load Federal rates, user must select Federal from the list of States\\ \\if user wants to load County or City Rates, user MUST enter list of States and then enter the Jurisdictions parameters below
|Load All Jurisdiction|Optional, default is No\\ \\by default, Jurisdiction Tax Rates will not be automatically loaded for each Jurisdiction due to volume and performance of UPUTR\\ \\some users may pay in Jurisdictions that have taxes, some users do not\\ \\for users who wish to view the Tax Rates by Jurisdictions on IPUTR, user may:\\(1)- enter <<Yes>> to this prompt to load all Jurisdiction Tax Rates into IPUTR for all IDTX entries for the State, OR\\(2)- enter list of Jurisdictions to the next prompt\\ \\__Note__: IPUTR Jurisdiction entries are for Information only, the Tax calculation will actually be calculated directly from the SymmetryTaxServer, the rates are not picked up from IPUTR except the Overridden Rates.
|Load Only Jurisdiction|Optional, user may enter list of Jurisdictions to load in the County or City Rates
e.g. City of Yonkers\\ \\if ‘Load All Jurisdiction’ prompt = Yes, then this prompt 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\\ \\in Non-Trial mode, IPMT, IPUTR screens are updated
|Print Detail|Optional, to show detail dump of the Tax Rates and State Misc Tax Parameter information\\ \\if ‘Print Detail’ is Yes, the report size may be quite large, user should run with ‘Print Detail’ = No unless for Tracing\\ \\by default, users should not Print in Detail
|Exception Level|user should run with Exception Level except for Tracing\\ \\in ‘Utility Trace’, the report may be over several hundred pages
|User Comment|enter User Comments to be printed on the Parameter page
At line 14 removed 43 lines
Remove Old Tax Rates - Optional, to remove IPUTR old Tax Rates that match the specified Effective Date
- user may run UPUTR to remove Old Tax Rates without loading new rates, this allows users to clean up historical tax rates
Load Tax Rates - Optional, to load IPUTR Tax Rates for the specified Effective Date and selected States
- if this parameter is ‘Yes’, user does not need to enter ‘Yes’ to the parameter ‘Remove Old Tax Rates’ because UPUTR will match or create new entries with the same Effective date as 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, to load IPUTP Tax Parameters for selected States
Country - Mandatory, user must enter the Country Code to filter the list of States
State: - Optional, user may enter list of States to be processed
- if list of States are not entered, then all States will be processed
- if user wants to load Federal rates, user must select Federal from the list of States
- if user wants to load County or City Rates, user MUST enter list of States and then enter the Jurisdictions parameters below
Load All Jurisdiction: - Optional, default is No
- by default, Jurisdiction Tax Rates will not be automatically loaded for each Jurisdiction due to volume and performance of UPUTR
- some users may pay in Jurisdictions that have taxes, some users do not
- for users who wish to view the Tax Rates by Jurisdictions on IPUTR, user may:
(1) enter Yes to this prompt to load all Jurisdiction Tax Rates into IPUTR for all IDTX entries for the State, OR
(2) enter list of Jurisdictions to the next prompt
- note: IPUTR Jurisdiction entries are for Information only, the Tax calculation will actually be calculated directly from the SymmetryTaxServer, the rates are not picked up from IPUTR except the Overridden Rates
Load Only Jurisdiction: - Optional, user may enter list of Jurisdictions to load in the County or City Rates
e.g. City of Yonkers
- if ‘Load All Jurisdiction’ prompt = Yes, then this prompt 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
- in Non-Trial mode, IPMT, IPUTR screens are updated
Print Detail - Optional, to show detail dump of the Tax Rates and State Misc Tax Parameter information
- if ‘Print Detail’ is Yes, the report size may be quite large, user should run with ‘Print Detail’ = No unless for Tracing
- by default, users should not Print in Detail
Exception Level - user should run with Exception Level except for Tracing
- in ‘Utility Trace’, the report may be over several hundred pages
User Comment - enter User Comments to be printed on the Parameter page
This page (revision-34) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop