Examples of Loading US Tax Withholding County Taxes

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

When loading County Taxes you must supply the State Taxes card component data, or have previously created it in order to be able to review the County 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 County 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 
MERGE|CardComponent|VISION|COT_5654332|US LDG|2020/03/08|TW_5654332|County Taxes|1|15|127

METADATA|CalculationValueDefinition|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|EffectiveStartDate|SourceId(SourceSystemId)|Context1|Context2|ValueDefinitionName 
MERGE|CalculationValueDefinition|VISION|COT_EX_CIT_5654332|US LDG|2020/03/08|COT_5654332|15|127|Exempt from County Income Tax
MERGE|CalculationValueDefinition|VISION|COT_EX_SCH_5654332|US LDG|2020/03/08|COT_5654332|15|127|Exempt from School District
MERGE|CalculationValueDefinition|VISION|COT_EX_WGA_5654332|US LDG|2020/03/08|COT_5654332|15|127|Exempt from Wage Accumulation
MERGE|CalculationValueDefinition|VISION|COT_FS_5654332|US LDG|2020/03/08|COT_5654332|15|127|Filing Status 
MERGE|CalculationValueDefinition|VISION|COT_RWA_5654332|US LDG|2020/03/08|COT_5654332|15|127|Resident Wage Accumulation 
MERGE|CalculationValueDefinition|VISION|COT_SD_5654332|US LDG|2020/03/08|COT_5654332|15|127|School District

METADATA|EnterableCalculationValue|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|EffectiveStartDate|ValueDefnId(SourceSystemId)|Value1
MERGE|EnterableCalculationValue|VISION|COT_EX_CIT_5654332|US LDG|2020/03/08|COT_EX_CIT_5654332|N 
MERGE|EnterableCalculationValue|VISION|COT_EX_SCH_5654332|US LDG|2020/03/08|COT_EX_SCH_5654332|N 
MERGE|EnterableCalculationValue|VISION|COT_EX_WGA_5654332|US LDG|2020/03/08|COT_EX_WGA_5654332|N 
MERGE|EnterableCalculationValue|VISION|COT_FS_5654332|US LDG|2020/03/08|COT_FS_5654332|2 
MERGE|EnterableCalculationValue|VISION|COT_RWA_5654332|US LDG|2020/03/08|COT_RWA_5654332|-999999999 
MERGE|EnterableCalculationValue|VISION|COT_SD_5654332|US LDG|2020/03/08|COT_SD_5654332|-999999999

User Key Example

User keys are used to identify the parent Tax Withholding card and all records within the County 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
MERGE|CardComponent|US LDG|2020/01/01|Tax Withholding|1|E53201|County Taxes|1|15|127

METADATA|CalculationValueDefinition|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequence|AssignmentNumber|DirCardCompDefName|ComponentSequence|Context1|Context2|ValueDefinitionName 
MERGE|CalculationValueDefinition|US LDG|2020/01/01|Tax Withholding|1|E53201|County Taxes|1|15|127|Exempt from County Income Tax
MERGE|CalculationValueDefinition|US LDG|2020/01/01|Tax Withholding|1|E53201|County Taxes|1|15|127|Exempt from School District
MERGE|CalculationValueDefinition|US LDG|2020/01/01|Tax Withholding|1|E53201|County Taxes|1|15|127|Exempt from Wage Accumulation

METADATA|EnterableCalculationValue|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequence|AssignmentNumber|DirCardCompDefName|ComponentSequence|ValueDefinitionName|Value1 
MERGE|EnterableCalculationValue|US LDG|2020/01/01|Tax Withholding|1|E53201|County Taxes|1|Exempt from County Income Tax|N
MERGE|EnterableCalculationValue|US LDG|2020/01/01|Tax Withholding|1|E53201|County Taxes|1|Exempt from School District|N
MERGE|EnterableCalculationValue|US LDG|2020/01/01|Tax Withholding|1|E53201|County Taxes|1|Exempt from Wage Accumulation|N