Examples of Creating a Complete Tax Withholding Card for the United States

This example creates a single Tax Withholding card for employee assignment E91413 starting on 1st Jan 2018 using source keys.

There are two Federal Taxes records, the first starting with the Tax Withholding card, the second is an update on the 1st Jan 2023 to capture new override values.

There are state, county and city tax records for Ohio and Kentucky.

METADATA|TaxWithholding|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|EffectiveStartDate|CardSequence|AssignmentId(SourceSystemId)|AssignmentId(SourceSystemOwner)|SourceRef001=AssignmentNumber
MERGE|TaxWithholding|VISION|TW_E91413|US LDG|2018/01/01|1|ASG-91413|EMP|E91413

METADATA|FederalTaxes|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|FilingStatus|MultipleJobs|ExtraWithholding|ExemptfromFederalIncomeTax|NonresidentAlien|QualifyingDependentsAmount|OtherDependentsAmount|TotalDependentsAmount|OtherIncomeAmount|DeductionsAmount|ExemptfromMedicare|ExemptfromFederalUnemployment|ExemptfromSocialSecurity|ExemptfromWageAccumulation|EnforceFederalIncomeTaxLookbackRule|RegularAmount|RegularRate|SupplementalAmount|SupplementalRate
MERGE|FederalTaxes|VISION|TW_E91413_FT|US LDG|TW_E91413|2018/01/01|2022/12/31|Head of household||100||||||||||||||||
MERGE|FederalTaxes|VISION|TW_E91413_FT|US LDG|TW_E91413|2023/01/01|||||||10|20|30|40|50|N|N|N|N|N||||

METADATA|StateTaxesCA|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|FilingStatus|NumberofRegularWithholdingAllowances|TotalNumberofAllowances
MERGE|StateTaxesCA|VISION|TW_E91413_STCA|US LDG|TW_E91413|2018/01/01|Single|1|1

METADATA|StateTaxesKY|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|AdditionalTaxAmount
MERGE|StateTaxesKY|VISION|TW_E91413_STKY|US LDG|TW_E91413|2018/01/01|10

METADATA|CountyTaxes|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|State|County|ExemptfromCountyIncomeTax
MERGE|CountyTaxes|VISION|TW_E91413_CT117|US LDG|TW_E91413|2018/01/01|KY|Boyd|Y

METADATA|CityTaxes|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|State|County|City|AdditionalTaxAmount
MERGE|CityTaxes|VISION|TW_E91413_CI1725|US LDG|TW_E91413|2018/01/01|KY|Madison|Berea|10

METADATA|USTaxation|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|AssignmentId(SourceSystemId)|AssignmentId(SourceSystemOwner)|TaxReportingUnit|AssociationAssignmentNumber|StatutoryEmployee|PrimaryWorkAddress|StateforDisabilityCalculation|StateforUnemploymentCalculation|CumulativeTaxation
MERGE|USTaxation|VISION|TW_E91413_UST|US LDG|TW_E91413|2018/01/01|ASG-91413|EMP|US TRU|E91413|Y|DEFAULT|KY|KY|Y

This example creates a complete Tax Withholding component for Pennsylvania PSD as an addition to the example above.

METADATA|PennsylvaniaPSD|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|AssignmentId(SourceSystemId)|AssignmentId(SourceSystemOwner)|TaxReportingUnit|ResidentPSDCode|ResidentSchoolDistrict|WorkPSDCode|WorkSchoolDistrict
MERGE|PennsylvaniaPSD|VISION|TW_E91413_PSD|US LDG|TW_E91413|2017/01/01|ASG-81416|EMP|US TRU|10404|Gettysburg ASD|10404|Gettysburg ASD