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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!!!US LOAD TAX RATES AND STATE PARAMETERS
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[{InsertPage page='UPUTR'}]
!!UPUTR - Selection Criteria
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[{InsertPage page='UPUTR' section=2}]
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!!UPUTR Processing
!UPUTR - Processing
At the Federal and State level, UPUTR loads in the US Tax Rates and Miscellaneous Tax Parameters for the list of States selected. \\ \\
In order for Federal rates to be loaded, the State field must be defined as 'Federal'. \\ \\
If an organization is paying County or City taxes, users can load in the County or City rates by either setting the "Load All Jurisdictions" toggle to YES or by entering a list of Jurisdictions to be included in the "Load Only Jurisdiction" field. Example: City of Yonkers for New York State. \\ \\
After UPUTR is run, users should go into the [IPUTR] and [IPUTP] forms to view the newly loaded Tax Rates and State Miscellaneous Tax Parameters. \\ \\
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 each year.
*When Symmetry Tax Engine is upgraded. When STE is delivered due to either a software upgrade or tax rate changes, users should run UPUTR to pick up any new rates or State Miscellaneous Tax parameters.
*At a Users request. If your organization starts to pay into a new State, UPUTR can be run. Users can run UPUTR at any time to load in the County or City rates. \\
If the 'Print Detail' toggle is set to YES, UPUTR will list the detail entries that are processed for each Tax Rate level and each State Miscellaneous Tax parameter. \\ \\
The IPUTR US Tax Rates are for information purposes only (except for the overridden SUTA / FUTA rates). The tax rates are not passed to Symmetry for tax calculations, rather Symmetry retrieves the tax rates directly within their tax engine (Symmetry Tax Server). \\ \\
The [UPCALC] process will read IPUTR for SUTA / FUTA Overridden amounts and will pass these overridden amounts to Symmetry for the tax calculations. \\ \\
There are two options to set up Overridden Rate, Overridden Wage Base or Overridden Tax Limit:\\ \\
1. IPUTR
*Enter the rate or wage base provided by the government on the Override fields.
*These overrides are applicable for the entire organization, 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.\\
2. [IDGV]
*If there is a specific rate given by the government for a different State Registration #, enter on IDGV, "Reg Type" field. This overrides the IPUTR rate.
*UPCALC retrieves the IDGV information by Government Registration, from the employee's pay header group. \\ \\
The Effective Date entry on IPUTR is not used by Symmetry. The UPUTR process will load in all tax rates, regardless of when they become effective. During the tax calculations, UPCALC will pass the pay period issue date to the Symmetry Tax Server to determine which tax rates to use for the period being paid. \\ \\
The Effective Date entry on IPUTR is used by the UPCALC process to determine which record to read for any overridden tax rate for the pay period being paid. \\ \\
If a user needs to add in a new effective date entry for a change to an overridden tax rate, such as new government supplied SUTA rate, users should run UPUTR for the new effective date. \\ \\
When UPUTR is generating new sets of Effective Date entries, the Overridden Rates and Amounts will be copied into the new Effective Date entries. \\ \\
If an old Tax Rate entry is not used by Symmetry in the current load, this old Tax Rate will not be copied into the new Effective Date set. However, if a user is reloading with an existing Effective Date, then this old Tax Rate will remain unchanged for historical purposes. \\ \\