My Tax Filing Information#

State

This field allows the user to enter a State in which the employee either lives or works in. The field will show the name of the state.

Jurisdiction

This field allows the user to enter a Tax Jurisdiction.

Description

The reason why these taxation rules are being maintained is shown in this field. (i.e. Default Tax rules). Users may wish to enter "Default W4", "Default" or similar description for the first blank jurisdiction record.

There must be one blank jurisdiction record.

FEDERAL#

Filing Status

The Federal Filing Status indicates how the employee is filing.

# of Exemptions

This field specifies the number of exemptions the employee claims.

Tax Amount

This field contains the flat tax amount that has been pre-calculated by you to be taken for the pay.

It will be used when Federal Tax Method = Flat Amount Method.

Tax Percent

This field contains the federal tax percentage applicable to this employee.

If the percentage is greater than zero, it will be used whenever the FED-TAX-METHOD or FED-SUP-METHOD specifies to use %. Otherwise the percentage from GOVTREG file (IDGV) will be used.

MULTIPLE JOBS#

Multiple Jobs/Two Job

This field is not used in Personality and can be removed using object security. This field is in place for the HRIS product only.

CLAIM DEPENDENTS#

Qualifying Children (age under 17) - Multiply by $2000 - $

This field is not used in Personality and can be removed using object security. This field is in place for the HRIS product only.

Other Dependents - Multiply by $500 - $

This field is not used in Personality and can be removed using object security. This field is in place for the HRIS product only.

Total Dependent amount $

This field is not used in Personality and can be removed using object security. This field is in place for the HRIS product only.

OTHER ADJUSTMENTS#

Other Income $

This field is not used in Personality and can be removed using object security. This field is in place for the HRIS product only.

Deductions $

This field is not used in Personality and can be removed using object security. This field is in place for the HRIS product only.

Extra Withholding

This field is not used in Personality and can be removed using object security. This field is in place for the HRIS product only.

STATE#

Filing Status

The State Filing Status indicates how the employee is filing.

# of Exemptions

This field specifies the number of exemptions the employee claims.

Add'l Tax Per Period

This field indicates the amount of additional tax to be taken each pay period.

If the employee does not have enough taxable earnings this amount will only be taken if the additional tax option is set to 'always in the Payroll Information form and the pay is a Regular Pay pay category.

If State Tax Method = Annualized +%, then this field contains the percentage that will be apply to federal earnings and treats as additional tax. (e.g. 5%, enter as 5).

If State Tax Method = Annualized + Amount, then this field contains a per pay period additional tax amount.

Additional Exemptions

Add'l Tax for Res.

This field indicates whether the additional tax per period is for Residence State tax:

• Add Tax not for RES
• Add Tax for RES

Add'l Tax for Work

This field indicates whether the additional tax per period is for Work State tax:

• Add Tax not for WORK
• Add Tax for WORK

Tax Amount

This field contains the flat tax amount that has been pre-calculated by you to be taken for the pay. This field will be used when State Tax Method = Flat Amount method.

Tax Percent

This field contains the state tax percentage applicable to this employee.

If the percentage is greater than zero, it will be used whenever UST_TAX_METHOD or UST_SUPPL_TAX_METHOD specifies to use %. Otherwise, the percentage from GOVTREG file (IDGV) will be used.

MISC PARAMETERS#

Tax Parm

Misc Tax Parameter 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 is used to order the parameters and to distinguish them at the state level in IPRLUS.

Misc. Identifier

The Miscellaneous Identifier is used to 'identify' the state's tax parameters used to provide additional information as supplied by the client or employee to calculate the taxes. These parameters often simulate information requested on the withholding certificate of the state. For example, FILINGSTATUS is a common Miscellaneous Tax Identifier.

Description

The Description field is used to display the name of the Tax Identifier without abbreviations.

Type

Field Type indicates if the value of the Tax Identifier/Parameter is to be a Char or Number.

Dflt Value

The client may provide a default value to a Tax Identifier/Parameter. The default value will be used by UPCALC unless the Employee provides a Value in IPRLU or IPRLUS. The Default Value must be a valid value as indicated in the Reference Text.

Value

The Value field allows the Employee to provide their choice for the Tax Parameter. The Value field holds the valid value as indicated in the Reference Text. For example, for Filing Status the value may be S for single or M for married. The Values may be different for each state.

Notes#