Guidelines for Loading US State Tax for Pension and Annuity Payments
The State Tax card component is used to capture information that impact state tax calculations for the retiree.
Each Tax Withholding for Pension and Annuity Payments calculation card should have one State Tax card component for each US state the retiree has a tax relationship with.
State Tax Card Component Hierarchy
The State Tax card component uses value definitions to capture override values. There are core value definitions which are applicable to all US states and additional value definitions which are state specific.
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 State Tax
The State Tax 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 State Tax 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. |
| DirCardId(SourceSystemId) | 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 State Tax card component, typically the
employee’s start date. This must be the same as the
EffectiveStartDate on the Tax Withholding for Pension and Annuity
Payments calculation card. If updating an existing State Tax 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 | The component definition name. Specify ‘State Tax’. | |
| ComponentSequence | 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 |
The geocode number that identifies the US state. Refer to the Cloud Customer Connect topic Report: US State, County and City geographical codes. |
These attributes are supplied against the CardComponent file discriminator and must be supplied along with a CalculationCard record for the parent Tax Withholding for Pension and Annuity Payments card.
State Tax Value Definitions
The State Tax card component uses value definitions to supply override values.
This table lists the value definitions that are common for all US states.
| Value Definition Name | Functional Description |
|---|---|
| Filing Status | Determines which tax chart to use when calculating the Federal Tax to be deducted from the employees’ pay. |
| Allowances | An exemption that reduces how much Federal Income Tax is deducted from the employee’s pay. This field is for the 2019 and prior tax form. |
| Nonresident | Indicates if the employee is a nonresident of that state. Specify Y or N. |
| Voluntary Income Tax Withholding | For voluntary tax withholding for that state. Specify Y or N. |
| Resident Wage Accumulation | For use in determining withholding rules. Provide a lookup code from the lookup type HRX_US_STATE_WAGE_ACCUM. |
| Exempt from State Income Tax | Indicates an employee is exempt from this tax. Selecting this option does not withhold tax, but accumulates wages for the component. Specify Y or N. |
| Exempt from Wage Accumulation | Indicates an employee is exempt from this tax. Selecting this option will not withhold tax, and not accumulate wages for the component. Specify Y or N. |
| Exemption Amount | Claims an amount exempt from tax for that state. |
| Exemption for Military Spouse | A spouse of a service member retains residency in his or her home state for tax and voting purposes if he or she moves to another state to be with the service member who is in that state due to military orders. Thus, income earned in the work state by the spouse who is not a resident and is domiciled in another state is not subject to taxation by the work state. Specify Y or N. |
| Additional Tax Amount | Additional tax amount to withhold for the employee’s state tax |
| Nonresident State Income Tax Supplemental Rate | The supplemental tax rate for the nonresident state tax. |
| Nonresident State Income Tax Regular Rate | The regular tax rate for the nonresident state tax. |
| Nonresident State Income Tax Regular Amount | The regular tax amount for the nonresident state tax. |
| Resident State Income Tax Supplemental Rate | The supplemental tax rate for the resident state tax. |
| Resident State Income Tax Regular Rate | The regular tax rate for the resident state tax. |
| Resident State Income Tax Regular Amount | The regular tax amount for the resident state tax. |
Calculation Value Definition Attributes for State Tax
The Calculation Value Definition record type specifies the value definition name for the override value.
| 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 State Tax 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 State Tax card component or the date the calculation value definition starts, if later. |
| DirCardCompDefName | N/A | The definition name of the parent State Tax 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. |
| Context1 | N/A | The geocode number that identifies the US state. Specify the same value as provided to the Context1 attribute on the parent State Tax card component. |
These attributes are supplied against the CalculationValueDefinition file discriminator and must be supplied along with a CardComponent record for the parent State Tax card component and a CalculationCard record for the owning Tax Withholding for Pension and Annuity Payments card.
Enterable Calculation Value Attributes for State Tax
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.
| 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. |
| ValueDefnIdSourceSystemId) | 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. |
| EffectiveStartDate | N/A | The effective start date of the parent calculation value definition record, or the update to the override value if supplying date-effective history. |
| EffectiveEndDate | N/A | 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 | 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.