Examples of Loading US Tax Withholding City Taxes

Here is an example where HCM Data Loader is used to create the City Taxes card component of the Tax Withholding card.

When loading City Taxes you must supply the State Taxes and County Taxes card component data, or have previously created it in order to be able to review the City Taxes card component in the application.

The CalculationCard.dat file is used to bulk-load Tax Withholding cards with HCM Data Loader.

Source Key Example

Source keys are used to identify the City Taxes card component, the calculation value definitions and enterable calculation value records. The parent Tax Withholding calculation card is also referenced using its source key, using the DirCardId attribute with the SourceSystemId hint. It is recommended that you supply records for all override values, so that you know the source key value when you maintain these values later.

METADATA|CalculationCard|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequence|AssignmentId(SourceSystemId)
MERGE|CalculationCard|VISION|TW_5654332|US LDG|2020/03/08|Tax Withholding|1|5654332E

METADATA|CardComponent|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|EffectiveStartDate|DirCardId(SourceSystemId)|DirCardCompDefName|ComponentSequence|Context1|Context2|Context3 
MERGE|CardComponent|VISION|CIT_5654332|US LDG|2020/03/08|TW_5654332|City Taxes|1|23|163|380

METADATA|CalculationValueDefinition|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|EffectiveStartDate|SourceId(SourceSystemId)|Context1|Context2|Context3|ValueDefinitionName 
MERGE|CalculationValueDefinition|VISION|CIT_EX_CIT_5654332|US LDG|2020/03/08|CIT_5654332|23|163|380|Exempt from City or Township Income Tax
MERGE|CalculationValueDefinition|VISION|CIT_EX_OCH_5654332|US LDG|2020/03/08|CIT_5654332|23|163|380|Exempt from Occupational or Head Tax 
MERGE|CalculationValueDefinition|VISION|CIT_EX_SCH_5654332|US LDG|2020/03/08|CIT_5654332|23|163|380|Exempt from School District
MERGE|CalculationValueDefinition|VISION|CIT_FS_5654332|US LDG|2020/03/08|CIT_5654332|23|163|380|Filing Status 
MERGE|CalculationValueDefinition|VISION|CIT_RWA_5654332|US LDG|2020/03/08|CIT_5654332|23|163|380|Resident Wage Accumulation 
MERGE|CalculationValueDefinition|VISION|CIT_SD_5654332|US LDG|2020/03/08|CIT_5654332|23|163|380|School District

METADATA|EnterableCalculationValue|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|EffectiveStartDate|ValueDefnId(SourceSystemId)|Value1
MERGE|EnterableCalculationValue|VISION|CIT_EX_CIT_5654332|US LDG|2020/03/08|CIT_EX_CIT_5654332|N 
MERGE|EnterableCalculationValue|VISION|CIT_EX_OCH_5654332|US LDG|2020/03/08|CIT_EX_OCH_5654332|N 
MERGE|EnterableCalculationValue|VISION|CIT_EX_SCH_5654332|US LDG|2020/03/08|CIT_EX_SCH_5654332|N 
MERGE|EnterableCalculationValue|VISION|CIT_FS_5654332|US LDG|2020/03/08|CIT_FS_5654332|1 
MERGE|EnterableCalculationValue|VISION|CIT_RWA_5654332|US LDG|2020/03/08|CIT_RWA_5654332|-999999999 
MERGE|EnterableCalculationValue|VISION|CIT_SD_5654332|US LDG|2020/03/08|CIT_SD_5654332|-999999999

User Key Example

User keys are used to identify the parent Tax Withholding card and all records within the City Taxes card component.

METADATA|CalculationCard|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequence|AssignmentNumber
MERGE|CalculationCard|US LDG|2020/01/01|Tax Withholding|1|E53201

METADATA|CardComponent|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequence|AssignmentNumber|DirCardCompDefName|ComponentSequence|Context1|Context2|Context3
MERGE|CardComponent|US LDG|2020/01/01|Tax Withholding|1|E53201|City Taxes|1|23|163|380

METADATA|CalculationValueDefinition|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequence|AssignmentNumber|DirCardCompDefName|ComponentSequence|Context1|Context2|Context3|ValueDefinitionName
MERGE|CalculationValueDefinition|US LDG|2020/01/01|Tax Withholding|1|E53201|City Taxes|1|23|163|380|Exempt from City or Township Income Tax
MERGE|CalculationValueDefinition|US LDG|2020/01/01|Tax Withholding|1|E53201|City Taxes|1|23|163|380|Exempt from Occupational or Head Tax
MERGE|CalculationValueDefinition|US LDG|2020/01/01|Tax Withholding|1|E53201|City Taxes|1|23|163|380|Exempt from School District

METADATA|EnterableCalculationValue|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequence|AssignmentNumber|DirCardCompDefName|ComponentSequence|ValueDefinitionName|Value1 
MERGE|EnterableCalculationValue|US LDG|2020/01/01|Tax Withholding|1|E53201|City Taxes|1|Exempt from City or Township Income Tax|N
MERGE|EnterableCalculationValue|US LDG|2020/01/01|Tax Withholding|1|E53201|City Taxes|1|Exempt from Occupational or Head Tax|N
MERGE|EnterableCalculationValue|US LDG|2020/01/01|Tax Withholding|1|E53201|City Taxes|1|Exempt from School District|N