Delivered Federal Tax Elements

This topic discusses:

• Delivered federal tax arrays.

• Delivered federal tax brackets.

• Delivered federal tax supporting elements.

• Delivered federal tax variables.

• Delivered federal tax formulas.

• Delivered federal tax deductions.

• Delivered federal tax accumulators.

• Delivered federal tax sections.

• Delivered federal tax element groups.

Delivered Federal Tax Arrays

This table lists the federal tax-related arrays delivered with PeopleSoft Global Payroll for United States:

Array	Description
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.

Delivered Federal Tax Brackets

This table lists the federal tax-related brackets delivered with PeopleSoft Global Payroll for United States:

Bracket	Description
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.

Delivered Federal Tax Supporting Elements

This table lists the federal tax-related supporting elements delivered with PeopleSoft Global Payroll for United States:

Supporting Element	Description
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.

Delivered Federal Tax Variables

This table lists the federal tax-related variables delivered with PeopleSoft Global Payroll for United States:

Variable	Description
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

Delivered Federal Tax Formulas

This table lists the federal tax-related formulas delivered with PeopleSoft Global Payroll for United States:

Formula	Description
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.

Delivered Federal Tax Deductions

This table lists the federal tax-related deductions delivered with PeopleSoft Global Payroll for United States:

Deduction	Description
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.

Note:

All of the tax deductions use post-process formulas to manage manual payments (the taxable gross must be calculated based on the tax amount entered manually) and to trigger writable arrays containing tax amounts and grosses.

Delivered Federal Tax Accumulators

This table lists the federal tax-related accumulators delivered with PeopleSoft Global Payroll for United States:

Accumulator	Description
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.

Delivered Federal Tax Sections

This table lists the federal tax-related sections delivered with PeopleSoft Global Payroll for United States:

Section	Description
TAX INITIALIZATION	Tax initialization.
FEDERAL TAX ER	Federal tax calculation for employers.

Delivered Federal Tax Element Groups

PeopleSoft Global Payroll for United States delivers the following federal tax-related element groups: TAX EG FED EE.

Element Group	Description
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.