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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 88 changed one line
!Internal Miscellaneous Tax Identifiers (IPUTP)
!Internal Miscellaneous Tax Identifiers Usage(IPUTP)
At line 90 changed one line
*At the federal or state level, UPUTR automatically loads in a list of internal Miscellaneous Identifiers to provide the default method to be used.
*At the federal or state level, UPUTR will load in a list of Miscellaneous Identifiers to provide the default method to be used.
At line 92 changed 12 lines
||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
*The Miscellaneous Identifiers are given a Usage to indicate where the Identifier is used within the application and who provided the Identifier.
At line 105 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)
*There are three types of Identifier Usages:
**01 - Employee Level (STE)
**02 - Employee Level
**03 - Legislative Level
At line 107 changed one line
*State level means the Miscellaneous Identifier will be generated for all states with State Name field set to a UPUTR selected list of states and will be used at the state level taxation. These State Identifiers are specific to the defined state only.
*The Identifiers with a usage of ‘Employee Level (STE)’ are provided by the Symmetry Tax Engine and will be available in the IPRLU / IPRLUS screen for employees to provide their tax filing information. These parameters will be directly passed to the Symmetry Tax Engine for calculation.
At line 109 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.
*The Identifiers with a usage of ‘Employee Level’ are systme provided and will be interpreted by UPCALC prior to being passed to the Symmetry Tax Engine. These Identifiers will be available in the IPRLU / IPRLUS screens to select.
At line 111 changed one line
*These Miscellaneous Identifiers are used internally by UPCALC and will not be passed to the STE.
*The Identifiers with a usage of ‘Legislative Level’ are provided by High Line and will be interpreted by UPCALC prior to being passed to the Symmetry Tax Engine. These Identifiers are Government Legislative type requirements allowing Employers to provide/override tax requirements. These identifiers will not be available to the employee in IPRLU / IPRLUS.
At line 113 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).
*The following table provides examples of each of the different Usages and whether they allow an override at the IPRLU / IPRLUS screens.
At line 115 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).
||Level||Miscellaneous Identifier||Provided By||Allow IPRLU Override
|Federal|401K_CATCHUP|Employee Level|Yes
|State|FILINGSTATUS|Employee Level (STE)|Yes
|State|STATE_NEXUS|Legislative Level|No
|State|STATE_ROUNDING|Legislative Level|No
|State|SUP_PAID_WITH_REG|Employee Level|Yes
|State|SUP_PAID_WITHOUT_REG|Employee Level|Yes
|Oregon|TRANSIT_CANBY_TAX|Employee Level|Yes
|Oregon|TRANSIT_LANE_TAX|Employee Level|Yes
|Oregon|TRANSIT_TRIMET_EXCISE_TAX|Employee Level|Yes
|Oregon|TRANSIT_SANDY_TAX|Employee Level|Yes
|Oregon|TRANSIT_WILSONVILLE_TAX|Employee Level|Yes
|Oregon|TRANSIT_SOUTH_CLACKAMAS_TAX|Employee Level|Yes
At line 117 changed one line
*For State Supplemental Tax calculation, please read [US Taxation Supplemental Pay Processing] for detail for the usage of SUP_PAID_WITH_REG and SUP_PAID_WITHOUT_REG
*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 123 added 4 lines
*State level means the Miscellaneous Identifier will be generated for all states with State Name field set to a 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 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.
This page (revision-34) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop