Example of Loading Regional Tax Levy Involuntary Deductions for US Employees
Regional Tax Levy orders are issued for legal seizure of taxpayers’ assets to satisfy back taxes owed.
An involuntary deduction element using this secondary classification needs to be configured prior to creating the card component.
The card component name is defined by the element configuration, as are the value definitions which are supplied using the Calculation Value Definition and Enterable Calculation Value record types.
Refer to the Loading a Card Component for an Involuntary Deduction for details of each of the record types and attributes you need to supply for an involuntary deduction.
The example file lines in the section below are always supplied together in the same CalculationCard.dat file.
Calculation Card
Always supply the CalculationCard record for the Involuntary Deduction, even if the calculation card already exists for the employee.
Here let's create a new Involuntary Deductions card for Payroll Relationship Number 6485851 starting 03-Jan-2022.
METADATA|CalculationCard|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardDefinitionName|EffectiveStartDate|EffectiveEndDate|CardSequence|PayrollRelationshipNumber
MERGE|CalculationCard|VISION|ID_6485851|USA LDG|Involuntary Deductions|2022/01/03|||6485851
Card Component
Define the type of Involuntary Deduction using the CardComponent record type.
| Attribute Name | Value |
|---|---|
| Context1 | The geocode of the state. Refer to the Cloud Customer Connect topic Template: BI Publisher Report: United States - State, County and City Geography Codes. |
| Context2 | Supply a reference code. This value must be unique by deduction type and state. |
In this example, let's create a Regional Tax Levy card component from 03-Jan-2022 that has a reference code of RGL-003.
METADATA|CardComponent|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|Context1|Context2|Subpriority
MERGE|CardComponent|VISION|ID_RTL_6485851|USA LDG|ID_6485851|2022/01/03||Vision Regional Tax Levy|5|RGL-003|
The parent Involuntary Deduction Calculation Card is identified by the DirCardId(SourceSystemId) attribute which has a value that match the SourceSystemId attribute on the CalculationCard record.
Component Details
Use the ComponentDetail record type to provide flexfield segment values. This example supplies a subset of the flexfield segments available.
METADATA|ComponentDetail|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardCompId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|DirInformationCategory|FLEX:Deduction Developer DF|orderAmtPayee_Display(Deduction Developer DF=INVLN_DEDN_PAYEE_DETAILS)|processFeePayee_Display(Deduction Developer DF=INVLN_DEDN_PAYEE_DETAILS)|receivedDate(Deduction Developer DF=INVLN_DEDN_SUPPORT_DATA)|startDate(Deduction Developer DF=INVLN_DEDN_SUPPORT_DATA)|description(Deduction Developer DF=INVLN_DEDN_SUPPORT_DATA)|issuingAuthorityName(Deduction Developer DF=INVLN_DEDN_SUPPORT_DATA)|initialFeeTaken(Deduction Developer DF=INVLN_DEDN_SUPPORT_DATA)|issuingJurisdictionName(Deduction Developer DF=INVLN_DEDN_SUPPORT_DATA)|remittanceIdentifier(Deduction Developer DF=HRX_US_INV_DEDN_DATA)|_Issuing_State_Display(Deduction Developer DF=HRX_US_INV_DEDN_DATA)|_Filing_Status(Deduction Developer DF=HRX_US_INV_DEDN_DATA)|third2dpartyInvoluntaryDe(Deduction Developer DF=HRX_US_INV_DEDN_DATA)|documentTrackingNumber(Deduction Developer DF=HRX_US_INV_DEDN_DATA)|involDedEarnType(Deduction Developer DF=HRX_US_INV_DEDN_DATA)
MERGE|ComponentDetail|VISION|ID_RTL_IDPD_6485851|USA LDG|ID_RTL_6485851|2022/01/03||VisionRegional Tax Levy|INVLN_DEDN_PAYEE_DETAILS|INVLN_DEDN_PAYEE_DETAILS|Dept of Revenue|Employer Payee for Processing Fee||||||||||||
MERGE|ComponentDetail|VISION|ID_RTL_IDSD_6485851|USA LDG|ID_RTL_6485851|2022/01/03||Regional Tax Levy|INVLN_DEDN_SUPPORT_DATA|INVLN_DEDN_SUPPORT_DATA|||2022/01/03|2022/01/10|Regional Tax Levy||Y|California||||||
MERGE|ComponentDetail|VISION|ID_RTL_IDD_6485851|USA LDG|ID_RTL_6485851|2022/01/03||Vision Regional Tax Levy|HRX_US_INV_DEDN_DATA|HRX_US_INV_DEDN_DATA|||||||||8883346|CA||1|DocID12348|
The parent Card Component is identified on the ComponentDetails records by the DirCardCompId(SourceSystemId) attribute, which has a value that matches the SourceSystemId on the CardComponent record.
Value Definitions
Use the CalculationValueDefinition and EnterableValueDefinition record types to provide override values for the value definitions.
| Value Definition | Value |
|---|---|
| California Regional Tax Levy Order Amount | 400 |
| California Regional Tax Levy Total Owed Amount | 2220.20 |
METADATA|CalculationValueDefinition|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|SourceId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|ValueDefinitionName
MERGE|CalculationValueDefinition|VISION|ID_RTL_VD1_6485851|USA LDG|ID_RTL_6485851|2022/01/03||Vision Regional Tax Levy|California Regional Tax Levy Order Amount
MERGE|CalculationValueDefinition|VISION|ID_RTL_VD2_6485851|USA LDG|ID_RTL_6485851|2022/01/03||Vision Regional Tax Levy|California Regional Tax Levy Total Owed Amount
METADATA|EnterableCalculationValue|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|ValueDefnId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|Value1
MERGE|EnterableCalculationValue|VISION|ID_RTL_VD1_ECV_6485851|USA LDG|ID_RTL_VD1_6485851|2022/01/03||400.3
MERGE|EnterableCalculationValue|VISION|ID_RTL_VD2_ECV_6485851|USA LDG|ID_RTL_VD2_6485851|2022/01/03||2220.2
The parent Card Component is identified on the CalculationValueDefinitions records by the SourceId(SourceSystemId) attribute which has a value that matches the SourceSystemId on the CardComponent record.
The parent for each Calculation Value Definition is identified on each EnterableCalculationValue record using the ValueDefnId(SourceSystemId) attribute, which has a value that matches the SourceSystemID attribute on the parent CalculationValueDefinition record.