Delivered Tax Elements

TAX AR EE FED OTH

Retrieves federal employee tax information from the payee tax profile.

TAX AR ER COM DATA

Retrieves employer tax data from the COMPANY table.

TAX AR ER FED DATA

Retrieves employer federal tax data from the Company Federal Tax Data table.

TAX WA EE FED DATA

Writable array that stores federal employee tax information.

TAX AR REPORTING COMPANY

Retrieves the Employer Identification Number (EIN) information from the Year End Tax Reporting Company table.

TAX BR FED EX ALL

Provides federal withholding Exemption Allowance Amounts based on Filing Status.

TAX BR FWT ALT RT

Provides federal withholding tax (FWT) rates based on standard taxable income and Federal Withholding Elements AND Multi Job or Spouse Works option is selected.

TAX BR FWT RATES

Provides federal withholding tax (FWT) rates based on standard taxable income and Federal Withholding Elements.

TAX DT PRD DATE

From the period begin date, extracts three distinct numbers for year, month, and day.

TAX DT ST YEAR

Calculates the first day of the year.

TAX DR YR DAYS

A duration representing the number of days from the first day of the year.

TAX RR 1/100 CENT

Rounding rule that causes the system to disregard any fractional part of a cent of collected tax unless it amounts to one-half cent or more, in which case it increases it to 1 cent.

TAX DT EN YEAR

Calculates the end-of-year date.

TAX DT HIR DATE

Calculates the hire date.

TAX DR HIRE DAYS

Calculates the days from hire.

TAX DR YEAR DAYS

Calculates days from start of year.

TAX VR AD AMT FWT

Additional amount to withhold.

TAX VR AD PCT FWT

Additional percent to withhold.

TAX VR ADMDEE RT

Additional Medicare tax rate.

TAX VR ADMDEE THLD

Additional Medicare threshold amount.

TAX VR BALANCES

Balances initialized.

TAX VR DEP AMT

W-4 Dependent Amount (Box 3).

TAX VR EE FWT DED

W-4 Deduction Amount (Box 4b).

TAX VR EXEMPT AMT

Exemption Amount returned by the Exemption Bracket (TAX BR FED EX ALL) for 2020.

TAX VR FORM VERSION

W-4 Form version.

TAX VR FWT S

FWT supplemental.

TAX VR FWT SAV

Saved value for FWT calculation.

TAX VR FWT STATUS

Federal tax status.

TAX VR HIR DY

Hire day.

TAX VR HIR MO

Hire month.

TAX VR HIR YR

Hire year.

TAX VR MAR SAV

Marital status saved.

TAX VR MULT JOBS

W-4 Multi Job or Spouse Works Indicator.

TAX VR REP COMPANY

Reporting company.

TAX VR RPT TYPE

Report type.

TAX VR RSLT AMT

Tax amount.

TAX VR RSLT GRS

Tax gross.

TAX VR RSLT NL GRS

Non limited tax gross.

TAX VR RSLT PIN

Tax element number.

TAX VR RSLT RATE

Tax rate.

TAX VR CRD PCT

Tax rate credit.

TAX VR EIN

Federal employer identification number (EIN).

TAX VR CPAY MST ID

Common Paymaster Tax ID

TAX VR METHOD

Tax method (A = Annualized, C = Cumulative, S = Supplemental).

TAX VR PMT

Payment option (R = Supplemental wages paid with regular wages, S = Separate payment).

TAX VR EXP FUT

Exempt from federal unemployment tax (FUTA) indicator (Y/N).

TAX VR MAR STAT

Payee marital status used for tax calculation (S = Single, M = Married, W = Married but withhold at higher single rate) as indicated on the W-4 form.

TAX VR NB ALLOW

Number of allowances as indicated on the W-4 form.

TAX VR FICA EE

Federal Insurance Contributions Act (FICA) status for employee (N = Subject, E = Exempt, M = Medicare only).

TAX VR FICA ER

FICA status for employer (N = Subject, E = Exempt, M = Medicare only).

TAX VR TIP EE

Tipped status (N = Not tipped, D = Directly, I = Indirectly).

TAX VR GRS

Gross given by payroll.

TAX VR GRS A

Annualized gross given by payroll.

TAX VR GRS C

Cumulative gross given by payroll.

TAX VR GRS S

Supplemental gross given by payroll.

TAX VR GRS TOT

Non limited gross given by payroll.

TAX VR FWT PRE TAX

Pre-tax deductions.

TAX VR BASE GRS

Base gross given by payroll.

TAX VR FWT MAR

Payee marital status for the purpose of federal tax calculation.

TAX VR FREQ TYPE

Frequency type.

TAX VR FREQ FACT

Calculated frequency factor based on pay period.

TAX VR AN GRS

Calculated annualized gross.

TAX VR AN EXE

Calculated annualized exemption.

TAX VR BRK GRS

Bracket gross from tax brackets.

TAX VR LOW GRS

Low gross amount from tax brackets.

TAX VR RATE

Tax rate from tax brackets.

TAX VR LOW TAX

Low tax from tax brackets.

TAX VR LOW CREDIT

Low credit from tax brackets.

TAX VR AN FWT TOT

Calculated total annualized tax amount.

TAX VR PRD FACT

Tax period.

TAX VR FWT

Calculated FWT.

TAX VR FWT A

Calculated annualized FWT.

TAX VR FWT C

Calculated cumulative FWT.

TAX VR AMT

Calculated tax amount.

TAX VR PRD YR

Period year.

TAX VR PRD MO

Period month.

TAX VR PRD DY

Period day.

TAX VR FED EX ALL

Federal exemptions allowances.

TAX VR FED SUP R

Federal supplemental wage rate.

TAX VR OAS EE LIM

Old age, survivors, and disability insurance (OASDI) employee gross limit.

TAX VR OAS EE RATE

OASDI employee tax rate.

TAX VR OAS EE PY L

OASDI employee payment limit.

TAX VR OAS ER LIM

OASDI employer gross limit.

TAX VR OAS ER RATE

OASDI employer tax rate.

TAX VR OAS ER PY L

OASDI employer payment limit.

TAX VR OTHER INC

W-4 Other Income value (Box 4a).

TAX VR MED EE RATE

Medicare employee tax rate.

TAX VR MED ER RATE

Medicare employer tax rate.

TAX VR FUT GRS LIM

FUTA gross limit.

TAX VR FUT RATE

FUTA tax rate.

TAX VR EE TXSCL

Employee income type.

TAX VR EE OV SL RT

EE Override student loan rate

TAX FM ADMED EE

Calculates Additional Medicare Tax

TAX FM ADMEE POST

Post Process Additional Medicare Employee

TAX FM FUT POST

Post-process FUTA.

TAX FM FWT POST

Post-process FWT.

TAX FM FWT PRE

Pre-process FWT.

This formula manages exemption statuses and the gross accumulators.

TAX FM FWT S/AGGR

Supplemental FWT aggregate.

TAX FM FWT S/PCT

Supplemental FWT percent.

TAX FM INIT EVENT

Tax initialization event list.

TAX FM MED EE POST

Post-process medicare employee.

TAX FM MED ER POST

Post-process medicare employer.

TAX FM OAS EE POST

Post-process OASDI employee.

TAX FM OAS ER POST

Post-process OASDI employer.

TAX FM FED POST

Federal post-process formula.

TAX FM INIT

Tax initialization. Runs before all earnings resolution to set the values required before any calculation: frequency factor, common paymaster ID, marital status, and technical initialization for OASDI, Medicare, and FUTA balances.

TAX FM FWT

Calculates the total FWT based on regular, cumulative, and supplemental wages.

TAX FM FWT AN

Calculates withholding tax based on an annual gross and the tax brackets.

TAX FM FWT A

Calculates withholding tax using the annualized method.

TAX FM FWT C

Calculates withholding tax using the cumulative method.

TAX FM FWT SP

Calculates withholding tax using the supplemental method when supplemental wages are combined with regular wages.

TAX FM FWT SA

Calculates withholding tax using the supplemental method when supplemental wages are paid separately from regular wages.

TAX FM OAS EE

Calculates OASDI employee tax.

TAX FM OAS ER

Calculates OASDI employer tax.

TAX FM MED EE

Calculates Medicare employee tax.

TAX FM MED ER

Calculates Medicare employer tax.

TAX FM FUT

Calculates the FUTA employer tax.

TAX FM PERIOD

Sets the period number.

ADDL MED EE

Additional Medicare EE Tax

FWT

Federal withholding tax.

OASDI EE

OASDI employee tax.

OASDI ER

OASDI employer tax.

MEDICARE EE

Medicare employee tax.

MEDICARE ER

Medicare employer tax.

FUTA

FUTA tax.

ADDL MEDEE AMT YTD

Additional Medicare Employee YTD.

AD MEDEE GRS L

Additional Medicare Employee Taxable Gross.

AD MEDEE GRS L YTD

Additional Medicare Employee YTD Taxable Gross.

ADDL MEDEE AMT

Additional Medicare Employee Amount.

FWT ARR

Federal Income Tax (FIT) withholding.

FWT PTDA

FIT withholding.

FWT YTDA

FIT withholding.

FWT GRS N

Taxable gross (subject to FWT) - Customer Maintained.

FWT GRS

Taxable gross for FWT.

FWT GRS PTD

Period-to-date taxable gross for FWT.

FWT GRS TOT

Taxable gross total for FWT.

FWT GRS TOT YTD

Year-to-date taxable gross total for FWT.

FWT PRE TAX N

Before tax deductions - Customer Maintained.

FWT PRE TAX

Before tax deductions.

FWT PRE TAX PTD

Period-to-date before tax deductions.

MED EE FULL AMT

Combined Medicare Employee Amount.

MED EE FULL AMT YTD

Combined Medicare Employee YTD Amount.

OAS EE AMT CUR

OASDI employee amount.

OAS EE AMT PREV

OASDI employee amount.

OAS EE AMT TOT

OASDI employee amount.

OAS EE AMT YTD

Year to date OASDI amount for employee (used in year-end reports).

OAS EE GRS CUR

OASDI employee gross.

OAS EE GRS LIM

OASDI employee taxable gross.

OAS EE GRS PREV

OASDI employee gross.

OAS EE GRS TOT

OASDI employee gross.

OAS EAR AMT CUR

OASDI employer amount.

OAS ER AMT PREV

OASDI employer amount.

OAS ER AMT TOT

OASDI employer amount.

OAS ER GRS CUR

OASDI employer gross.

OAS ER GRS LIM

OASDI employer taxable gross.

OAS ER GRS PREV

OASDI employer gross.

OAS ER GRS TOT

OASDI employer gross.

OASDI EE ARR

OASDI employee tax.

OASDI EE YTDA

OASDI employee tax.

OASDI ER ARR

OASDI employer tax.

OASDI ER YTDA

OASDI employer tax.

OAS EE GRS N

OASDI employee gross - Customer Maintained.

OAS EE GRS

OASDI employee gross.

OAS EE GRS YTD

Year-to-date OASDI employee gross.

OAS EE GRS LIM YTD

Year-to-date OASDI employee gross limited.

OAS ER GRS N

OASDI employer gross - Customer Maintained.

OAS ER GRS

OASDI employer gross.

OAS ER GRS YTD

Year-to-date OASDI employer gross.

OAS ER GRS LIM YTD

Year-to-date OASDI employer gross limited.

MED EE AMT CUR

Medicare employee amount.

MED EE AMT PREV

Medicare employee amount.

MED EE AMT TOT

Medicare employee amount.

MED EE AMT YTD

Medicare employee YTD.

MED EE AMT YTD

Year to date Medicare amount for employee (used in year-end reports).

MED EE GRS CUR

Medicare employee gross.

MED EE GRS LIM

Medicare employee taxable gross.

MED EE GRS LIM YTD

Medicare employee YTD taxable gross.

MED EE GRS PREV

Medicare employee gross.

MED EE GRS TOT

Medicare employee gross.

MED ER AMT CUR

Medicare employer amount.

MED ER AMT PREV

Medicare employer amount.

MED ER AMT TOT

Medicare employer amount.

MED ER GRS CUR

Medicare employer gross.

MED ER GRS LIM

Medicare employer taxable gross.

MED ER GRS LIM YTD

Medicare employer YTD taxable gross.

MED ER GRS PREV

Medicare employer gross.

MED ER GRS TOT

Medicare employer gross.

MEDICAL EE ARR

Medical.

MEDICAL EE MTDA

Medical.

MEDICAL EE PTDA

Medical.

MEDICAL EE QTDA

Medical.

MEDICAL EE YTDA

Medical.

MEDICAL ER ARR

Medical employer paid.

MEDICAL ER MTDA

Medical employer paid.

MEDICAL ER PTDA

Medical employer paid.

MEDICAL ER QTDA

Medical employer paid.

MEDICAL ER YTDA

Medical employer paid.

MEDICARE EE ARR

Medicare employee tax.

MEDICARE EE YTDA

Medicare employee tax.

MEDICARE ER ARR

Medicare employer tax.

MEDICARE ER YTDA

Medicare employer tax.

MED EE GRS N

Medicare employee gross - Customer Maintained.

MED EE GRS

Medicare employee gross.

MED EE GRS YTD

Year-to-date Medicare employee gross.

MED ER GRS N

Medicare employer gross - Customer Maintained.

MED ER GRS

Medicare employer gross.

MED ER GRS YTD

Year-to-date medicare employer gross.

FUT AMT CUR

FUTA amount.

FUT AMT PREV

FUTA amount.

FUT AMT TOT

FUTA amount.

FUT GRS CUR

FUTA gross.

FUT GRS LIM

FUTA taxable gross.

FUT GRS PREV

FUTA gross.

FUT GRS TOT

FUTA gross.

FUTA ARR

Federal unemployment tax.

FUTA TYDA

Federal unemployment tax.

FUT GRS N

FUTA gross - customer maintained.

FUT GRS

FUTA gross.

FUT GRS YTD

Year-to-date FUTA gross.

FUT GRS LIM YTD

Year-to-date FUTA gross limited.

TAX INITIALIZATION

Tax initialization.

FEDERAL TAX ER

Federal tax calculation for employers.

TAX EG FED ER

Federal tax deductions employer.

TAX EG W-2AS

W-2AS YTD accumulators.

TAX EG W-2GU

W-2GU YTD accumulators.

TAX EG W-2PR

W-2PR YTD accumulators.

TAX EG W-2VI

W-2VI YTD accumulators.

TAX EG YE IND

Year-end indicators.

TAX AR ER ST DATA

Retrieves employer tax data (Company/State Table).

TAX AR SWT TBL

Retrieves state calculation method and other special tax information from the State Tax table.

TAX AR SWT WAG BRK

State tax rates.

TAX AR SWT STD DED

State tax standard deductions.

TAX AR SWT ALLOW

State tax allowances.

TAX AR SWT PERSCR

State tax personal credit.

TAX AR SWT EXCL

State pre-tax deductions exclusions.

TAX AR SWT WG BR 2

State tax wage bracket.

TAX AR EE WRK ST

Work state.

TAX AR LOCAL TAX

Retrieves local tax rate data.

TAX BR ANN MTHD

Returns the formula for calculating taxes using the annualized tax method.

TAX BR REG MTHD

Returns the formula for calculating taxes for supplemental income paid with regular wages or paid separately.

TAX VR AD AMT SWT

Additional amount to withhold.

TAX VR AD PCT SWT

Additional percent to withhold.

TAX VR SWT EIN

State income tax EIN (Employer Identification Number) from the Company State Tax table.

TAX VR STATE

U.S. state or territory.

TAX VR GRS S SPC

Gross given by payroll.

TAX VR GRS S TOT

Gross given by payroll.

TAX VR FORM REG

Formula for regular wages.

TAX VR FORM SEP

Formula for separate payment.

TAX VR SWT

Calculated State Withholding Tax (SWT).

TAX VR SWT A

Calculated SWT annualized.

TAX VR SWT C

Calculated SWT cumulative.

TAX VR SWT S

Calculated SWT supplemental.

TAX VR SWT MAR

Payee's marital status used for state tax calculation.

TAX VR SWT PRE TAX

Pre-tax deductions for SWT.

TAX VR AD ALLOW

Additional allowances (payee level).

TAX VR NBR DEPEND

Number of dependents.

TAX VR FWT CR LIM

State tax FWT credit limit.

TAX VR SWT STD DED

State tax standard deductions.

TAX VR PCT OF FWT

State tax percent of FWT.

TAX VR AN FICA

Calculated annualized FICA.

TAX VR FICA CR LIM

State tax FICA credit limit.

TAX VR SWT ALLOW

State tax exemption allowances.

TAX VR SWT ALL 2D

State tax exemption, more than two allowances.

TAX VR SWT ALL ADD

State tax additional allowances.

TAX VR SWT PERSCR

State tax personal credit.

TAX VR SWT GRS LIM

State taxable gross limit.

TAX VR SWT DED MIN

State tax standard deductions minimum.

TAX VR SWT EX AMT

State tax annual exemption amount.

TAX VR SWT SPC EX

State tax special annual exemption amount.

TAX VR SWT DED 2D

State tax standard deductions for two dependents or more.

TAX VR SWT ALL LIM

State tax exemption allowances limit (high income allowance).

TAX VR SWT ROUND

State tax rounding rule (nearest dollar).

TAX VR SWT EX LIM

State tax gross limit (threshold).

TAX VR SWT EX BPCT

State tax exemption percentage below.

TAX VR SWT EX APCT

State tax exemption percentage above.

TAX VR SWT WK AMT

State tax work amount.

TAX VR SWT WK DED

State tax work deduction.

TAX VR SWT WK EX

State tax work exemption amount.

TAX VR SWT MLTPY

State tax special multiplier.

TAX VR AN SWT TOT

Calculated total annualized tax amount.

TAX VR PCT SUP SPC

State tax percentage on special supplemental wages (bonuses and stock options).

TAX VR PCT SUP

State tax percentage on supplemental wages.

TAX VR JURISDICT

UI jurisdiction.

TAX VR ANN MTHD

Annualized method.

TAX VR REG MTHD

Supplemental, paid with regular wages method.

TAX VR SEP MTHD

Supplemental, paid separately method.

TAX VR PRE STATUS

Previous status.

TAX VR SWT MAX FWT

Maximum FWT exemption.

TAX VR CATEGORY

Tax category.

TAX VR DED NUM

Before tax deduction pointer.

TAX VR BRK TYP

Bracket type.

TAX VR SWT ALL 2D

Allowance, two dependents.

TAX VR SWT ADD ADJ

Additional amount adjustment.

TAX VR SWT DED MAX

Standard deduction maximum.

TAX VR SWT DED PC1

Standard deduction percent 1.

TAX VR SWT DED PC

Standard deduction percent.

TAX VR SWT DEP CR

State tax dependent credit.

TAX VR SWT GRS LI2

State taxable gross limit 2.

TAX VR SWT SAV

Saved value for SWT calculation.

TAX VR SWT STATUS

State tax status.

TAX VR EFFDT

Tax rates effective date.

TAX VR LOWTAX AMT

Amount for a low-income tax credit.

TAX VR LOWTAX PCT

Percent for a low-income tax credit.

TAX VR OPT DED

Optional deduction amount.

TAX VR STD DED ALW

Standard deduction allowable amount.

TAX VR TAX LOC CD

Tax location code.

TAX VR LOCALITY

County code.

TAX VR RES TAX RT

Resident tax rate.

TAX FM ST POST

State post-process formula.

TAX FM SWT A/P FWT

SWT — Ann/Percent of FWT.

TAX FM SWT POST

Post-process SWT.

TAX FM SWT PRE

Pre-process SWT.

This formula manages exemption statuses and the gross accumulators. In addition, it retrieves payee tax data information such as marital status and allowances.

TAX FM SWT S/+PCTS

SWT — Multiple rates.

TAX FM SWT S/P FWT

SWT — Sup/Percent of FWT.

TAX FM SWT S/PCT

SWT — Percent of tax gross.

TAX FM SWT

Calculates SWT based on regular and supplemental wages.

TAX FM SWT AN

Calculates SWT based on an annual gross and the tax brackets.

TAX FM SWT A

Calculates SWT using the annualized method.

TAX FM SWT C

Calculates SWT using the cumulative method.

TAX FM SWT A/BRK

Calculates SWT on Regular Wages - States using state tax rates.

TAX FM SWT A/FWT

Calculates SWT on Regular Wages - States using an FWT wage bracket.

TAX FM SWT A/F-CR

Calculates SWT on Regular Wages - States using an FWT credit in the tax calculation.

TAX FM SWT A/F/ALL

Calculates SWT on Regular Wages - States using an FWT credit in the tax calculation and a specific allowance calculation.

TAX FM SWT A/F-CR2

Calculates SWT on Regular Wages - States using an FWT credit in the tax calculation (2nd method).

TAX FM SWT A/PFWT

Calculates SWT on Regular Wages - States using a percent of FWT only in the tax calculation.

TAX FM SWT A/FICA

Calculates SWT on Regular Wages - States using a FICA Credit in the tax calculation.

TAX FM SWT A/SPC*

Calculates SWT on Regular Wages - States using a special multiplier in the tax calculation.

TAX FM SWT A/SPC*E

Calculates SWT on Regular Wages - States using a special exemption table in the tax calculation.

TAX FM SWT A/STDED

Calculates SWT on Regular Wages - States using a standard deduction threshold in the tax calculation.

TAX FM SWT A/EX-CR

Calculates SWT on Regular Wages - States using a special formula to calculate the "Exempt/Personal Credit" amount.

TAX FM SWT A/ANEX

Calculates SWT on Regular Wages - States using an annual exemption amount in the tax calculation.

TAX FM SWT A/+ALW

Calculates SWT on Regular Wages - States using an additional allowance number.

TAX FM SWT S/AGGR

Calculates SWT on Supplemental Wages - Aggregate.

TAX FM SWT S/%GRS

Calculates SWT on Supplemental Wages - Percent of taxable gross.

TAX FM SWT S/%FWT

Calculates SWT on Supplemental Wages - States using a percent of FWT only in the tax calculation.

TAX FM SWT S/+PCTS

Calculates SWT on Supplemental Wages - Multiple Rates.

TAX FM SWT S/NO-AN

Calculates SWT on Supplemental Wages - Aggregate - No Annualize.

TAX FM SWT S/T/PCT

Calculates SWT on Supplemental Wages - Aggregate - No Tax else percent.

TAX FM SWT S/SPC

Calculates SWT on Supplemental Wages - Special Table.

TAX FM SWT DED

Look-up formula that retrieves standard deduction rates.

TAX FM SWT ALL

Look-up formula that retrieves allowance rates.

TAX FM SWT CRD

Look-up formula that retrieves credit rates.

TAX FM SWT EXCL

Look-up formula that retrieves the elements excluded from the taxable gross calculation.

TAX FM SWT WG BR 2

Calculates annualized SWT based on state wage bracket data.

TAX FM SWT PR ALW

Calculates Puerto Rico-specific allowances using the Automatic or Optional methods.

SWT

State withholding tax (SWT)

SWT GRS N

Taxable gross subject to SWT - Customer Maintained.

SWT GRS

Taxable gross subject to SWT.

SWT GRS PTD

Period-to-date taxable gross subject to SWT.

SWT GRS SPC N

Taxable gross supplemental special earnings (bonus and stock options) subject to SWT - Customer Maintained.

SWT GRS SPC

Taxable gross supplemental special earnings (bonus and stock options) subject to SWT.

SWT GRS SPC PTD

Period-to-date taxable gross supplemental special earnings (bonus and stock options) subject to SWT.

SWT GRS TOT

Taxable gross total for SWT.

SWT GRS TOT YTD

Year-to-date taxable gross total for SWT.

SWT PRE TAX N

Before tax deductions - Customer Maintained.

SWT PRE TAX

Before tax deductions.

SWT PRE TAX PTD

Year-to-date before tax deductions.

SWT GRS S

SWT gross.

SWT GRS SPC S

SWT special gross.

SWT PRE TAX EXC

SWT before tax exclusions.

SWT PRE TAX S

SWT before tax.

SWT ARR

State income tax.

SWT PTDA

State income tax.

SWT YTDA

State income tax.

TAX INITIALIZATION

Tax initialization.

STATE TAX EE

State tax calculation for employees.