Delivered State Income Tax Elements

This topic discusses:

• Delivered state income tax arrays.

• Delivered state income tax brackets.

• Delivered state income tax variables.

• Delivered state income tax formulas.

• Delivered state income tax deductions.

• Delivered state income tax accumulators.

• Delivered state income tax sections.

• Delivered state income tax element groups.

Delivered State Income Tax Arrays

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

Array	Description
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.

Delivered State Income Tax Brackets

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

Bracket	Description
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.

Delivered State Income Tax Variables

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

Variable	Description
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.

Delivered State Income Tax Formulas

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

Formula	Description
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.

Delivered State Income Tax Deductions

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

Deduction	Description
SWT	State withholding tax (SWT)

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 State Income Tax Accumulators

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

Accumulator	Description
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.

Delivered State Income Tax Sections

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

Section	Description
TAX INITIALIZATION	Tax initialization.
STATE TAX EE	State tax calculation for employees.