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US LOAD TAX RATES AND STATE PARAMETERS#

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).

UPUTR – Selection Criteria#

UPUTR – Load US Tax Rates and State Misc Parameters#

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

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, Federal must be selected from the State parameter

• If users are paying County or City taxes, user may optionally load in the County or City rates by entering ‘Yes’ to the prompt ‘Load All Jurisdiction’ or to enter a list of Jurisdictions to be included e.g. City of Yonkers for New York State

• After UPUTR is run, user should go into IPUTR and IPUTP screen to view the newly loaded Tax Rates and State Miscellaneous Tax Parameters

• The frequency of UPUTR run should be as follows in order to load in the latest Tax Rates and State Miscellaneous Tax Parameters

o 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

o When Symmetry Tax Engine is upgraded  when Symmetry Tax Engine is delivered due to Software upgrade or Tax Rate changes, user should run UPUTR to pick up any new rates or State Miscellaneous Tax Parameters

o At User Request  if user starts to pay in s new State, user may run UPUTR  user may run at any time to load in the County or City Rates

• If ‘Print Detail’ = Yes, UPUTR will list the detail entries that are processed for each Tax Rate level and each State Miscellaneous Tax Parameter

• 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).

• UPCALC will read IPUTR for SUTA / FUTA Overridden amounts and will pass these overridden amounts to Symmetry for the tax calculations.

• There are 2 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 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

(2) 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 Employee’s Pay Header Group

• The Effective date 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 in IPUTR is used by UPCALC to determine which record to read for any overridden tax rate for the pay period being paid.

• If the user needs to add in a new effective date entry for a change to an overridden tax rate (ie: new government supplied SUTA rate) the user would 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 the user is reloading with an existing Effective date, then this old Tax Rate will remain unchanged for historical purposes

Tax Rates Processing (IPUTR)#

• If the parameter ‘Remove Old Tax Rates’ = ‘Yes’, UPUTR removes IPUTR Tax Rates entries that are prior to the specified Effective Date for the selected States

• If ‘Load Tax Rates’ = ‘Yes’, UPUTR retrieves the US Tax Rates for the selected list of States and loads into IPUTR for the specified Effective Date

• If IPUTR has Tax Rate entries that are with Effective Date PRIOR to UPUTR specified Effective Date and the Expiry Date = ’31-Dec-3999’, these Effective Date entries will be expired with 1 day prior to the newly selected Effective Date, UPUTR will generate a new set of IPUTR entries with the newly specified Effective Date, with Expiry date = ‘Dec-31-3999’

• 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 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

State Miscellaneous Tax Parameters Processing (IPUTP)#

• If the parameter ‘Load State Misc. Params’ = ‘Yes’, UPUTR loads in IPUTP Miscellaneous Tax Parameters for list of selected States

• Effective Date is not required for IPUTP, the most recent State Tax Miscellaneous Parameters are always loaded

• 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

UPUTR Sample#

UPUTR – Sample Run#

(1) Print Detail = ‘No’

(2) Print Detail = ‘Yes’

UPUTR – Screens updated#

If UPUTR is run in Non-Trial mode, the following list of Screens are updated:

IPUTR – Maintain US Tax Rates#

• The user should click the applicable State to view the Tax Rates

• 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 State Code for Federal Level is 00

• Tax Identifier format is pre-defined by Symmetry with the Location Code and Tax Type

• 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

IPUTP – Maintain US Tax Parameters #

• User may select the applicable State to view the State Miscellaneous Tax Parameters

• Misc Tax Parm is in Format of ‘XXnnnn’, where XX is the State code and nnnn is a sequential 4 digit number

• 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 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

• IPUTP information will be used on IPRLU screen Miscellaneous Tab

IPRLU – Miscellaneous Tab#

• All employees MUST be set up on IPRLU MISCELLANEOUS Tab prior to running UPCALC to calculate US Taxation by Symmetry

• IPRLU can be set up with or without a State code

• 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.

• 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 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 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.

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Notes #

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