Guidelines for Loading Retiree US Taxation for Pension and Annuity Payments

Supply a Retiree US Taxation card component and related override values for each tax reporting unit for the employee.

If you are updating existing components, the effective start date you supply must be the original start date of the Retiree US Taxation card component.

Note: The effective start date of the Retiree US Taxation component should match the start date of the Tax Withholding for Pension and Annuity Payments card.

Retiree US Taxation Card Component Hierarchy

The Retiree US Taxation card component uses value definitions to capture override values. Value definitions are supplied using the Calculation Value Definition and Enterable Calculation Value record types. The following sections describe how to supply valid file lines for these record types.

Card Component Attributes for Retiree US Taxation

The Retiree US Taxation Card Component uses these attributes:

HCM Data Loader Attribute	Alternative User Key Attributes	Functional Description
SourceSystemId	CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName	A unique identifier for the Retiree US Taxation card component. For new card components supply the source key attributes. You can also identify card components with the user key attributes.
SourceSystemOwner	N/A	The name of the source system owner used to generate the source system ID.
LegislativeDataGroupName	N/A	The name of the legislative data group for the card component definition.
DirCardDefinitionName	CardSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName	The parent Tax Withholding for Pension and Annuity Payments calculation card should be identified by using the same key type used to identify the calculation card. When using source keys, supply this attribute with the value supplied for the calculation card’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent calculation card.
EffectiveStartDate	N/A	The start date of the RetireeUS Taxation card component, typically the employee’s retirement date. This must be the same as the EffectiveStartDate on the Tax Withholdingfor Pension and Annuity Payments calculation card. If updating an existing RetireeUS Taxation card component, the effective start date must be original start date of the component.
EffectiveEndDate	N/A	The end date is optional for the card component.
DirCardCompDefName	N/A	The component definition name. Specify ‘Retiree US Taxation’.
ComponentSequence	N/A	The number to uniquely identify this card component when multiple card components with the same DirCardCompDefName exist. Not required when source keys are used.
Context1	N/A	The surrogate ID of the employee’s tax reporting unit. It is an application generated value to uniquely identify the tax reporting unit. Note: This attribute is required.

These attributes are supplied against the CardComponent file discriminator and must be supplied along with a CalculationCard record for the parent Tax Withholding card.

Retiree US Taxation Value Definitions

The Retiree US Taxation card component uses value definitions to supply override values.

Value Definition Name	Functional Description
Cumulative Taxation	To indicate if the person’s taxation should be on a cumulative basis. Supply Y or N.
Statutory Employee	Identifies the retiree as statutory. Supply Y or N.
Primary Work Address	The address of the work location the retiree is assigned to. Typically their home address.

Calculation Value Definition Attributes for Retiree US Taxation

The Calculation Value Definition record type specifies the name of the value definition you are supplying an override value for.

The Calculation Value Definition record type uses these attributes:

HCM Data Loader Attribute	Alternative User Key Attributes	Functional Description
SourceSystemId	CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName	A unique identifier for the calculation value definition record. For new records supply the source key attributes. You can also identify calculation value definition records with the user key attributes.
SourceSystemOwner	N/A	The name of the source system owner used to generate the source system ID.
LegislativeDataGroupName	N/A	The name of the legislative data group for the card component definition.
SourceId(SourceSystemId)	CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName	The parent Retiree US Taxation card component should be referenced by using the same key type used to identify the card component. When using source keys, supply this attribute with the value supplied for the card component’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent card component.
EffectiveStartDate	N/A	The start date of the parent RetireeUS Taxation card component or the date the calculation value definition starts, if later.
DirCardCompDefName	N/A	The definition name of the parent RetireeUS Taxation card component. Specify the same value as provided on the parent card component record.
ValueDefinitionName	N/A	The name of the value being overridden. The list of value definitions applicable to this card component are listed above.

These attributes are supplied against the CalculationValueDefinition file discriminator and must be supplied along with a CardComponent record for the parent RetireeUS Taxation card component and a CalculationCard record for the owning Tax Withholding for Pension and Annuity Payments card.

Enterable Calculation Value Attributes for US Taxation

The Enterable Calculation Value provides the override value for the value definition. It references the Calculation Value Definition record which defines the Value Definition being overridden.

The Enterable Calculation Value record type uses these attributes:

HCM Data Loader Attribute	Alternative User Key Attributes	Functional Description
SourceSystemId	CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName	A unique identifier for the enterable calculation value record. For new records supply the source key attributes. You can also identify calculation value definition records with the user key attributes.
SourceSystemOwner	N/A	The name of the source system owner used to generate the source system ID.
LegislativeDataGroupName	N/A	The name of the legislative data group for the override value.
ValueDefnId(SourceSystemId)	CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName, ValueDefinitionName	Identify the parent Calculation Value Definition record using the same key type used to identify the calculation value definition. When using source keys, supply this attribute with the value supplied for the calculation value definition’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent record.
EffectiveEndDate	AssignmentNumber	The optional end date of the override value, or if you are providing date-effective history, the last day of the date-effective changes.
Value1	N/A	The value for the value definition identified by the parent calculation value definition record. Unlike other calculation cards, if you supply a value definition but have no value for it supply ‘-999999999’ to indicate a null value.

These attributes are supplied against the EnterableValueDefinition file discriminator. You must supply an EnterableValueDefinition record for each CalculationValueDefinition record supplied.