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 1 changed 3 lines
[{TableOfContents }]
!!!US LOAD TAX RATES AND STATE PARAMETERS
[{TableOfContents }]
\\
This page describes the process to load the US Tax Rates and the US State Miscellaneous Parameters from the Symmetry Server that calls the Symmetry Tax Engine (STE).
At line 5 changed 2 lines
!!Overview
This page describes the process to load US Tax Rates and US State Miscellaneous Parameters from the Symmetry Server that calls the Symmetry Tax Engine (STE).
[{InsertPage page='UPUTR'}]
At line 8 removed one line
!!UPUTR - Selection Criteria
At line 10 changed one line
[{InsertPage page='UPUTR' section=2}]
!Tax Rates Processing (IPUTR)
If the 'Remove Old Tax Rates' toggle is set to YES, the UPUTR process removes IPUTR Tax Rate entries that match the defined effective date, for the selected States. Consequently, users need to clean up historical rates, one effective date at a time, to prevent accidentally removing all records when loading. \\ \\
At line 12 changed one line
!!UPUTR Processing
If the 'Load Tax Rates' toggle is set to YES, UPUTR retrieves the US Tax Rates for the selected list of States and loads into them IPUTR for the defined effective date. \\ \\
At line 14 changed one line
!UPUTR - Processing
If IPUTR has Tax Rate entries that have an effective date PRIOR to the UPUTR defned effective date, and an expiry date of '31-Dec-3999', these Effective Date entries will expire within one day prior to the newly defined effective date. UPUTR will generate a new set of IPUTR entries with the newly defined effective date and expiry date of 'Dec-31-3999'. \\ \\
At line 16 changed one line
*At the Federal and State level, UPUTR loads in the US Tax Rates and Miscellaneous Tax Parameters for the list of states selected.
If IPUTR has Tax Rate entries that have an effective date MATCHING the UPUTR defined effective date, and an expiry date of '31-Dec-3999', these Effective Date entries will be checked and updated if values are different. \\ \\
At line 18 changed one line
*In order for Federal rates to be loaded, <<Federal>> must be selected from the State field.
If IPUTR has Tax Rate entries that have an effective date GREATER than the UPUTR defined effective date, these Effective Date entries will be consolidated with the selected Effective Date entries. The latest Effective Date entries will be used in order to retain the latest user defined Overridden amounts.
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)
!State Miscellaneous Tax Parameters Processing (IPUTP)
If the 'Load State Misc. Params' field is set to YES, UPUTR loads in IPUTP Miscellaneous Tax Parameters for the list of selected States. \\ \\
At line 22 changed one line
*After UPUTR is run, you should go into the [IPUTR] and [IPUTP] screens to view the newly loaded Tax Rates and State Miscellaneous Tax Parameters.
An Effective Date entry is not required for IPUTP, as the most recent State Tax Miscellaneous Parameters are always loaded.\\ \\
At line 24 changed 3 lines
*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 the year.
If an old Miscellaneous Tax entry is not used in the current load, this parameter will be marked as 'OBSOLETE' in the Miscellaneous Identifier field. \\ \\
At line 28 changed 2 lines
**When Symmetry Tax Engine is upgraded
***When STE is delivered due to either software upgrade or tax rate changes, you should run UPUTR to pick up any new rates or State Miscellaneous Tax parameters.
In [IPRLU], on the 'Miscellaneous' tab, the values for the Obsolete Miscellaneous Identifier will not be used by UPCALC. These Obsolete Miscellaneous Identifiers are for historical purposes only.\\ \\
At line 31 changed 3 lines
**At User request
***If you start to pay into a new state, you may run UPUTR.
***You may run UPUTR at any time to load in the County or City rates.
UPUTR will default in the values for a few State tax parameters, mainly those that require a value of TRUE or FALSE. For the True/False tax parameters, UPUTR will default to a value of FALSE, as this value would make the most sense for the general public. An example would be the 'LOWINCOMETAXRATES' and 'TEXARKANARESIDENT' parameters for the state of Arkansas. \\ \\
At line 35 changed one line
*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.
Organizations can define their own entity wide defaults for the Miscellaneous Tax Parameters on IPUTP. Any value entered in IPRLU would override the defaults defined on IPUTP.
At line 37 changed one line
*IPUTR US Tax Rates are for information purposes only (except the overridden SUTA / FUTA rates). The tax rates are not passed to Symmetry for tax calculation, rather Symmetry retrieves the tax rates directly within their tax engine (SymmetryTaxServer).
!Internal Miscellaneous Tax Identifiers Usage(IPUTP)
At the Federal or State level, UPUTR will load in a list of Miscellaneous Identifiers to define the default method to be used.\\ \\
At line 39 changed one line
*[UPCALC] will read IPUTR for SUTA / FUTA Overridden amounts and will pass these overridden amounts to Symmetry for the tax calculations.
The Miscellaneous Identifiers are given a 'Usage' to define where the Identifier is used within the application, and who defined the Identifier. \\ \\
At line 41 changed 5 lines
*There are two options to set up Overridden Rate, Overridden Wage Base or Overridden Tax Limit:
*# IPUTR
*#*Enter the rate or wage base provided by the government on the Override fields.
*#*These overrides are applicable for the entire company 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.
There are three types of Identifier Usages:
*01 - Employee Level (STE)
*02 - Employee Level
*03 - Legislative Level \\ \\
At line 47 changed 3 lines
*#[IDGV]
*#*If there is a specific rate given by the government for different State Registration #, then enter on IDGV by "Reg Type", this overrides the IPUTR rate.
*#*UPCALC retrieves IDGV by Government Registration from the employee's pay header group.
01: The Identifiers with a usage of 'Employee Level (STE)' are provided by the Symmetry Tax Engine and will be available in the IPRLU and IPRLUS forms for employees to provide their tax filing information. These parameters will be directly passed to the Symmetry Tax Engine for calculation. \\
At line 51 changed 3 lines
*The Effective Date entry in IPUTR is not used by Symmetry. The UPUTR will load in all tax rates, regardless of when they become effective. During the tax calculation, UPCALC will pass to the SymmetryTaxServer the pay period issue date to determine which tax rates to use for the period being paid.
*The Effective Date entry in IPUTR is used by UPCALC to determine which record to read for any overridden tax rate for the pay period being paid.
02: The Identifiers with a usage of 'Employee Level' are system provided and will be interpreted by the UPCALC process prior to being passed to the Symmetry Tax Engine. These Identifiers will be available on the IPRLU and IPRLUS forms to select. \\
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.
03: The Identifiers with a usage of 'Legislative Level' are provided by the system and will be interpreted by the UPCALC process prior to being passed to the Symmetry Tax Engine. These Identifiers are Government Legislative type requirements allowing Employers to define/override tax requirements. These identifiers are not available to the employee on the IPRLU and IPRLUS forms.\\ \\
At line 57 changed one line
*When UPUTR is generating new sets of Effective Date entries, the Overridden Rates and Amounts will be copied into the new Effective Date entries.
The following table provides examples of each of the different Usages and whether they allow an override on the IPRLU and IPRLUS forms:
At line 59 changed one line
*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 you are reloading with an existing Effective Date, then this old Tax Rate will remain unchanged for historical purposes.
||Level||Miscellaneous Identifier||Provided By||Allow IPRLU Override
|Federal|IRS_LOCK_IN_FILING_STATUS|Employee Level|Yes
|Federal|APPLY_BENEFIT_WAGE_LIMIT|Legislative|No
|Federal|IRS_MAX_EXEMPTIONS|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 61 changed one line
!Tax Rates Processing (IPUTR)
'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 of taxation. Certain Federal Identifiers are applicable to all States of the same pay.\\
At line 63 changed one line
*If the 'Remove Old Tax Rates' toggle is set to <<Yes>>, UPUTR removes IPUTR Tax Rates entries that are prior to the specified effective date for the selected states.
'State' level means the Miscellaneous Identifier will be generated for all States with State Name field set to a UPUTR selected list of States (LOV) and will be used at the State level of taxation. These State Identifiers are specific to the defined State only.\\
At line 65 changed one line
*If the 'Load Tax Rates' toggle is set to <<Yes>>, UPUTR retrieves the US Tax Rates for the selected list of states and loads into them IPUTR for the specified effective date.
If the 'Level' field is defined with a specific State name, such as Oregon, the Miscellaneous Identifies will be generated for that State if the UPUTR selected list of States contains the specific State name.
At line 67 changed one line
*If IPUTR has Tax Rate entries that have an effective date PRIOR to a UPUTR specified effective date and an expiry date of '31-Dec-3999', these Effective Date entries will be expired within one day prior to the newly selected effective date. UPUTR will generate a new set of IPUTR entries with the newly specified effective date and expiry date of 'Dec-31-3999'.
!!Printing of IPUTR / IPUTP
The UPUTR process prints the Tax Rates and Miscellaneous Tax Parameters information for auditing and archival of tax rates purposes. \\
At line 69 changed one line
*If IPUTR has Tax Rate entries that are with Effective Date MATCH to UPUTR specified Effective Date and the Expiry Date = '31-Dec-3999', these Effective Date entries will be checked and updated if values are different
If the 'Print IPUTR Tax Rates' and/or 'Print IPUTP Misc Parms' fields are set to YES, UPUTR will print the IPUTR/IPUTP information for the list of defined States with basic information such as Tax Rate Code, Tax Identifier, Tax Rate, Wage Base and Override Information. \\
At line 71 changed one line
*If IPUTR has Tax Rate entries that are with Effective Date GREATER than UPUTR specified Effective Date, these Effective Date entries will be consolidated with the selected Effective Date entries, the latest Effective Date entries will be used in order to retain the latest user Overridden amounts
If the 'Create File' field is set to YES, users must define a valid Directory name and a File name with extension of .csv. UPUTR will generate a comma delimited file with the IPUTR/IPUTP Detail Information. \\
At line 73 changed one line
!State Miscellaneous Tax Parameters Processing (IPUTP)
The 'Print From Date' can be earlier than the 'Load Effective Date' to print historical information. \\
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 'Print From Date' is not defined, the 'Load Effective Date' will be used. \\
At line 77 changed one line
*Effective Date is not required for IPUTP, the most recent State Tax Miscellaneous Parameters are always loaded
Users can run UPUTR at any time to print the IPUTR/IPUTR information without loading the tax rates.
At line 79 removed 39 lines
*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
*In IPRLU on the MISCELLANEOUS Tab, the values for the Obsolete Miscellaneous Identifier will not be used in UPCALC. These Obsolete Miscellaneous Identifiers are for historical purposes only.
*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.
*Clients may provide their own entity wide defaults for the Misc Tax Parameters in IPUTP. Any value entered in IPRLU would override the defaults defined in the IPUTP.
!Internal Miscellaneous Tax Identifiers (IPUTP)
*At Federal or State level, UPUTR automatically loads in a list of internal Miscellaneous Identifiers to provide the Default Method to be used
||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
*'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
*'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'
*These Miscellaneous Identifiers are used internally by UPCALC and will not be passed to the Symmetry Tax Engine
*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
*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 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 119 removed one line
At line 122 changed 2 lines
#Print Detail = <<No>>
#Print Detail = <<Yes>>
#Print Detail = NO\\[US_Load _Tax_ Rates_ and_ State_ Parameters_02.JPG]
#Print Detail = YES\\[US_Load _Tax_ Rates_ and_ State_ Parameters_03.JPG]
At line 125 changed one line
!!UPUTR - Screens Updated
!!UPUTR - Forms Updated
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 forms are updated:
At line 95 added 2 lines
*Users can click on the applicable State to view the tax rates.
*The 'Tax Rate Seq' field 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 exactly match the sequence in your organization. The sequence is used to order the parameters and to distinguish them at the State level in IPRLU.
At line 130 changed one line
*The user should click the applicable State to view the Tax Rates
*The State code for the Federal level is "00".
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.
*The Tax Identifier format is pre-defined by Symmetry with the Location code and Tax type.
At line 134 changed one line
*The State Code for Federal Level is 00
*The Tax Rate and Wage Base information can be defined, or it can be set to zero to indicate this Tax type will be calculated.
At line 136 changed one line
*Tax Identifier format is pre-defined by Symmetry with the Location Code and Tax Type
*In order to sort either by Effective Date or by State, users can drag the applicable column to the left side of the form.
At line 138 changed 5 lines
*The Tax Rate, Wage Base information may be provided or it may be zero to indicate this Tax Type will be calculated
*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
*This screen is loaded by UPUTR, user does not need to enter information on this screen except to enter the Override Amounts
*This form is loaded by the UPUTR process. Users do not need to enter information on this form, except to enter the Override amounts.
At line 109 added one line
Users can click on the applicable State to view the State Miscellaneous Tax Parameters. \\
At line 146 changed one line
*User may select the applicable State to view the State Miscellaneous Tax Parameters
The 'Misc Tax Parm' field is in the format of 'XXnnnn', where XX is the State code and nnnn is a sequential 4 digit number. \\
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
The Miscellaneous Identifier is retrieved from Symmetry and is passed to STE with the exact name for tax calculations by the UPCALC process. Example: FILINGSTATUS. \\
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
This form is loaded by the UPUTR process. Users do not need to enter information on this form, other than to provide default values, if required. \\
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
The Reference Text field contains the editing information for the Miscellaneous Identifier. \\
At line 154 changed one line
*The Reference Text field contains the editing information for the Miscellaneous Identifier
The IPUTP information will be used on IPRLU - 'Miscellaneous' tab.
At line 156 removed 2 lines
*IPUTP information will be used on IPRLU screen Miscellaneous Tab
At line 159 removed one line
*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
*All employees __MUST__ be set up on the IPRLU 'Miscellaneous' tab prior to running UPCALC to calculate US Taxation by Symmetry.
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.
*IPRLU can be set up with or without a State code.
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
*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 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 without a State, the Misc. Tax Parm can be entered for all States. The Reference Text will help users to enter the correct Field Variable information.
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 IPRLU is set up with a State, the Misc. Tax Parm must be entered for that specific State only. This IPRLU entry contains information to be used for this State. Example: A different tax method can be defined for this State.
*When UPCALC creates the default IPRLU record for an employee who does not have a record, such as a new hire, 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, such as 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