Loading Tax Withholding Information For The US Using HCM Data Loader

Loading Calculation Cards for
US Tax Withholding
Using HCM Data Loader
Oracle Payroll Cloud Release 13 / 19B
WHITE PAPER / JULY 11, 2019

PURPOSE STATEMENT
This document provides an overview of bulk loading Calculation Card data for United States Localizations in Release 13.
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affiliates.
This document is for informational purposes only and is intended solely to assist you in planning for the implementation and
upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be
relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this
document remains at the sole discretion of Oracle.
Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without
risking significant destabilization of the code.
2 W HITE PAPER / Loading Calculation Cards for US Tax Withholding

TABLE OF CONTENTS
Introduction 5
How to Use The Information in this Document 5
Example .dat Files 5
Reviewing HCM Data Loader File Examples 5
Calculation Cards 6
Considerations and Prerequisites for Maintaining Calculation Cards 6
Tax Withholding 7
Considerations and Prerequisites 7
Tax Withholding Calculation Card Record Types 7
Calculation Card: Tax Withholding 9
Card Component: US Taxation 10
Card Component: Federal Taxes 15
Card Component: State Taxes 20
Card Component: County Taxes 25
Card Component: City Taxes 29
Card Component: Pennsylvania PSD 33
Card Association: Tax Withholding 39
Example Files 41
Tax Withholding for Pension and Annuity Payments 52

Considerations and Prerequisites 52
Tax Withholding for Pension and Annuity Payments Calculation Card Record Types 52
Calculation Card: Tax Withholding for Pension and Annuity Payments 53
Card Component: Retiree US Taxation 54
Card Component: Federal Tax 57
Card Component: State Tax 60
Example Files 64

FILE EXAMPLES
Example File 1: Creating a Tax Withholding card ..................................................................................................................................... 41
Example File 2: Creating State Taxes for an auto-generated Tax Withholding card ................................................................................ 44
Example File 3: Creating Tax Withholding for Pennsylvania .................................................................................................................... 47
Example File 4: Creating Tax Withholding for Pension and Annunity Payments card .............................................................................. 64

INTRODUCTION
Whether implementing Oracle Payroll Cloud for the first time, or providing regular updates, you can
create and maintain calculation cards using HCM Data Loader.
For general information about preparing data for loading using HCM Data Loader or the HCM Data
Loader file format, refer to guide Integrating with Oracle HCM Cloud, available on the Oracle Help
Center.
HOW TO USE THE INFORMATION IN THIS DOCUMENT
This document provides a separate section for each calculation card that it describes. Each section
covers the following topics:
Calculation Card Hierarchy - Describes the hierarchy of the country-specific calculation card.
Card Component - Describes the requirements of each card component within the card hierarchy.
Card Association - Describes the card association requirements of the card, if applicable.
Example .dat Files - Provides complete but simple .dat file samples for the localization card.
For each Card Component and Card Association you will find:
Object Information - Describes how the global Calculation Card object is used by the country-
specific card, explains the attributes to supply and where appropriate, provides sample HCM Data
Loader file lines for the record type.
EXAMPLE .DAT FILES
This document provides example CalculationCard.dat files for loading US Localization calculation
card data using HCM Data Loader. To use the source key examples, change the source system
owner to a lookup code you have preconfigured in the HRC_SOURCE_SYSTEM_OWNER lookup.
For both user key and source key examples ensure any references to foreign objects refer to data
that exists in your test environment.
REVIEW ING HCM DATA LOADER FILE EXAMPLES
To review the shape of the file it is recommended that you copy and paste the examples into Excel,
converting each line into individual columns with the Text to Columns capability.

CALCULATION CARDS
Calculation cards capture values required for payroll calculations for certain earnings and deductions, such as absence payments,
taxes, pensions, and involuntary deductions.
A number of white papers are delivered to document the Calculation Card requirements for the United States. This white paper
documents bulk data loading with HCM Data Loader for Tax Withholding.
CONSIDERATIONS AND PREREQUISITES FOR MAINTAINING CALCULATION CARDS
Identifying Auto-generated Calculation Cards

Some calculation cards are auto-generated and you are unlikely to know the source key values that uniquely identify the calculation
card records.
You can supply user key values to identify these records, but this relies on you knowing the assignment number of your employee’s
assignment. If you do not know this you can:
– Extract the auto-generated source key values using the Integration Object User Key Map Extract. Reference the HCM Data
Loader Extracts: Explained topic in the Integrating with Oracle HCM Cloud guide, available on the Oracle Help Center.
– Optionally update the auto-generated source key. Reference the Updating Source Keys: Explained topic in the guide
Integrating with Oracle HCM Cloud, available on the Oracle Help Center.
Creating New Calculation Cards

If you are creating a new Calculation Card you are recommended to use source keys to uniquely identify the records being loaded. This
will simplify the file shape and allow you to more easily identify your calculation card records when you need to maintain them.
Updating Existing Calculation Cards

If you know your source key values it is recommended that these are used to reference the records to be updated, but user keys are
also supported.
If required, the Integration Object User Key Map Extract can be used to extract all key values for existing calculation card records.

TAX W ITHHOLDING
Tax Withholding cards store all the information required to accurately compute federal, state and local taxes for an employee.
CONSIDERATIONS AND PREREQUISITES

If the product license is set to Payroll or Payroll Interface, Tax Withholding calculation cards are auto-generated for your US new hires.
You then need to:
– Update US Taxation and Federal Taxes.
– Create State Taxes, including any county, city and school taxes applicable to the state. You will
need to determine the correct Vertex Geography codes for each component you are creating.
Please refer to the “Calculation Cards – Supporting BI Publisher Reports” document in My
Oracle Support under Document ID: 2558276.1, for details on how to retrieve the appropriate
codes.
– Create a tax reporting unit association for the US Taxation card component.
If your employees were created in the Oracle Human Capital Management Cloud without a Payroll or Payroll Interface license then you
need to create the complete Tax Withholding card.
TAX W ITHHOLDING CALCULATION CARD RECORD TYPES

The Tax Withholding card is uploaded with HCM Data Loader using the Global Payroll Calculation Card business object. This generic
object hierarchy provides record types to support the various localization requirements. The Tax Withholding card utilizes the following
record types:
Calculation Card Record Types for Tax Withholding
COMPONENT FUNCTIONAL DESCRIPTION DISCRIMINATOR
Calculation Card Defines the calculation card type and which employee assignment it captures CalculationCard
information for.
Card Component Used to group and segregate data required by the calculation card. CardComponent
The following sections describe the card components applicable to this
calculation card and which child records are required for each card component.
Calculation Value Allows the creation of value definitions so that overriding values can be CalculationValueDefinition
Definition specified on the card component.
Details of the specific value definitions are provided in the following sections.
Enterable Calculation Used to specify an overriding value for each calculation value definition. EnterableCalculationValue
Value
Card Association Associates the calculation card with the Tax Reporting Unit the employee CardAssociation
reports to.
Card Association Detail Associates card components with the employee’s assignments. CardAssociationDetails

Calculation Card Hierarchy
The hierarchy of Calculation Card components applicable to Tax Withholding are described in this diagram:
Each card component has multiple calculation value definitions. A separate section follows to describe how to provide data for each
card component and the card association.

CALCULATION CARD: TAX W ITHHOLDING
Supply one Calculation Card record for every US employee you are maintaining Tax Withholding data for.
Even if you are updating an existing calculation card and the calculation card itself is not being updated, still include the calculation card
record to group other related data supplied in the file.
Calculation Card
The Tax Withholding calculation card uses these attributes:
Calculation Card Attributes for Tax Withholding
HCM DATA LOADER

ATTRIBUTE ALTERNATIVE USER KEY ATTRIBUTES FUNCTIONAL DESCRIPTION
SourceSystemId CardSequence, AssignmentNumber, A unique identifier to recognize the Tax Withholding

DirCardDefinitionName, calculation card. For new calculation card supply the source key
LegislativeDataGroupName attributes. You can also identify calculation cards with the user
key attributes.
Source System Owner 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 calculation card.
DirCardDefinitionName n/a The name of the card definition. Specify ‘Tax Withholding’.
CardSequence n/a A number to uniquely identify this card when multiple

calculation cards for the same card definition exist for the
employee. Not required when source keys are used.
AssignmentId(SourceSyste AssignmentNumber The employee assignment number.

mId)
EffectiveStartDate n/a The start date of the calculation card, typically the employee’s
start date.
Example File Lines

These examples can be used to create or reference an existing Tax Withholding calculation card.
SOURCE KEY EXAMPLE
METADATA|CalculationCard|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|EffectiveStartDate|DirCa
rdDefinitionName|CardSequence|AssignmentId(SourceSystemId)
MERGE|CalculationCard|VISION|TW_53201|USA LDG|2011/03/08|Tax Withholding|1|5654332E
Source keys are used to identify the calculation card and to reference the employee’s assignment.
USER KEY EXAMPLE
METADATA|CalculationCard|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequence|Ass
ignmentNumber
MERGE|CalculationCard|US LDG|2011/03/08|Tax Withholding|1|E53201
User keys are used to identify the calculation card and to reference the employee’s assignment.

CARD COMPONENT: US TAXATION
Supply a US Taxation card component and related override values for each tax reporting unit for the employee.
Card Component Hierarchy
The US Taxation card component uses value definition 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
The US Taxation card component uses these attributes:
Card Component Attributes for US Taxation
HCM DATA LOADER

SourceSystemId CardSequence, ComponentSequence, A unique identifier to recognize the US Taxation card

AssignmentNumber, component. For new card components supply the source key
DirCardDefinitionName, attributes. You can also identify card component records using
LegislativeDataGroupName, the user key attributes.
DirCardCompDefName
source system ID.
DirCardId(SourceSystemId) CardSequence, AssignmentNumber, A unique Identifier to recognize the parent Tax Withholding
DirCardDefinitionName, calculation card using the same key type used to identify the
LegislativeDataGroupName 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.

HCM DATA LOADER
EffectiveStartDate n/a The start date of the card component, typically the employee’s
start date. This must be after or equal to the EffectiveStartDate
on the Tax Withholding calculation card.
EffectiveEndDate n/a An optional end date for the card component.
LegislativeDataGroupName n/a The name of the legislative data group for the card component.
DirCardCompDefName n/a The name of the card component definition. Specify ‘US
Taxation’.
ComponentSequence n/a The component record’s sequence number. For example,

specify ‘1’.
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.
Please refer to the “Calculation Cards – Supporting BI Publisher
Reports” document on My Oracle Support under Document ID:
2558276.1, for details on how to retrieve the tax reporting unit
ID.
Calculation Value Definition

The US Taxation card component utilizes value definitions to supply override values.
Value Definitions for US Taxation
VALUE DEFINITION NAME FUNCTIONAL DESCRIPTION
Statutory Employee Identifies an independent contractor as an employee by statute.
Primary Work Address The address of the work location the employee is assigned to.
State for Disability Calculation The code of the state for Disability Calculation.
State for Unemployment Calculation The code of the state for Unemployment Calculation.
The Calculation Value Definition record type specifies the value definition name for the override value.
Calculation Value Definition Attributes for US Taxation
HCM DATA LOADER

SourceSystemId CardSequence, ComponentSequence, A unique identifier to recognize the Calculation Value Definition.
AssignmentNumber, For new records supply the source key attributes. You can also
DirCardDefinitionName, identify calculation value definition records using the user key
LegislativeDataGroupName, attributes.
DirCardCompDefName,
ValueDefinitionName

HCM DATA LOADER
source system ID.
SourceId(SourceSystemId) CardSequence, ComponentSequence, A unique identifier to recognize the parent US Taxation card
AssignmentNumber, component using the same key type used to identify the card
DirCardDefinitionName, component.
LegislativeDataGroupName, When using source keys supply this attribute with the value
DirCardCompDefName supplied for the card component’s SourceSystemId attribute.
as the parent card component.
EffectiveStartDate n/a The start date of the US Taxation card component, or the date
the calculation value definition starts if later.
LegislativeDataGroupName n/a The name of the legislative data group for the value definition.
ValueDefinitionName n/a The name of the value being overridden. The list of value
definitions applicable to this card component are listed above.
Enterable Calculation Value

The Enterable Calculation Value details the override value for the value definition. You reference the Calculation Value Definition record
the override value is for.
Enterable Calculation Value Attributes for US Taxation
HCM DATA LOADER

SourceSystemId CardSequence, ComponentSequence, A unique identifier to recognize the Enterable Calculation Value.
DirCardDefinitionName, identify enterable calculation value records using the user key
DirCardCompDefName,
ValueDefinitionName
source system ID.
ValueDefnIdSourceSystemI CardSequence, ComponentSequence, A unique identifier to recognize the parent Calculation Value
d) AssignmentNumber, Definition record using the same key type used to identify the
DirCardDefinitionName, calculation value definition.
DirCardCompDefName, supplied for the calculation value definition’s SourceSystemId
ValueDefinitionName attribute. Otherwise, supply the user key attributes with the
same values as the parent record.
EffectiveStartDate n/a The EffectiveStartDate 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 component detail, or if you are
providing date-effective history the last day of the date-effective
changes.

HCM DATA LOADER
LegislativeDataGroupName n/a The name of the legislative data group for the override value.
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 ‘-9999999’ to indicate a null
value.
Example File Lines

These file lines create the US Taxation card component of the Tax Withholding card.
SOURCE KEYS
METADATA|CardComponent|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|
EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|Context1
MERGE|CardComponent|VISION|UT_235404|US LDG|TW_235404|2018/01/01||US Taxation|300100003140626
METADATA|CalculationValueDefinition|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|SourceId(Sour
ceSystemId)|EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|ValueDefinitionName
MERGE|CalculationValueDefinition|VISION|UT_235404_STE|US LDG|UT_235404|2018/01/01||US Taxation|Statutory
Employee
MERGE|CalculationValueDefinition|VISION|UT_235404_PWA|US LDG|UT_235404|2018/01/01||US Taxation|Primary Work
Address
MERGE|CalculationValueDefinition|VISION|UT_235404_SDC|US LDG|UT_235404|2018/01/01||US Taxation|State for
Disability Calculation
MERGE|CalculationValueDefinition|VISION|UT_235404_SUC|US LDG|UT_235404|2018/01/01||US Taxation|State for
Unemployment Calculation
METADATA|EnterableCalculationValue|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|ValueDefnId(So
urceSystemId)|EffectiveStartDate|EffectiveEndDate|Value1
MERGE|EnterableCalculationValue|VISION|UT_235404_STE|US LDG|UT_235404_STE|2018/01/01||Y
MERGE|EnterableCalculationValue|VISION|UT_235404_PWA|US LDG|UT_235404_PWA|2018/01/01||DEFAULT
MERGE|EnterableCalculationValue|VISION|UT_235404_SDC|US LDG|UT_235404_SDC|2018/01/01||39
MERGE|EnterableCalculationValue|VISION|UT_235404_SUC|US LDG|UT_235404_SUC|2018/01/01||39
Source keys are used to identify the US Taxation 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.
USER KEYS
METADATA|CardComponent|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequence|DirCa
rdCompDefName|ComponentSequence|AssignmentNumber|Context1
MERGE|CardComponent|US LDG|2018/01/01|Tax Withholding|1|US Taxation|1|E2481235|300100003140626
METADATA|CalculationValueDefinition|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardS
equence|DirCardCompDefName|ComponentSequence|AssignmentNumber|ValueDefinitionName
MERGE|CalculationValueDefinition|US LDG|2018/01/01|Tax Withholding|1|US Taxation|1|E2481235|Statutory
Employee
MERGE|CalculationValueDefinition|US LDG|2018/01/01|Tax Withholding|1|US Taxation|1|E2481235|Primary Work
Address
MERGE|CalculationValueDefinition|US LDG|2018/01/01|Tax Withholding|1|US Taxation|1|E2481235|State for

MERGE|CalculationValueDefinition|US LDG|2018/01/01|Tax Withholding|1|US Taxation|1|E2481235|State for
METADATA|EnterableCalculationValue|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSe
quence|DirCardCompDefName|ComponentSequence|AssignmentNumber|ValueDefinitionName|Value1
MERGE|EnterableCalculationValue|US LDG|2018/01/01|Tax Withholding|1|US Taxation|1|E2481235|Statutory

Employee|N
MERGE|EnterableCalculationValue|US LDG|2018/01/01|Tax Withholding|1|US Taxation|1|E2481235|Primary Work
Address|DEFAULT
MERGE|EnterableCalculationValue|US LDG|2018/01/01|Tax Withholding|1|US Taxation|1|E2481235|State for
Disability Calculation|39
MERGE|EnterableCalculationValue|US LDG|2018/01/01|Tax Withholding|1|US Taxation|1|E2481235|State for
Unemployment Calculation|39
User keys are used to identify the parent Tax Withholding card and all records within the US Taxation card component.

CARD COMPONENT: FEDERAL TAXES
The Federal Taxes card component is used to capture information that will impact Federal Tax calculations for the employee.
Each Tax Withholding calculation card should have one Federal Taxes card component.
The Federal Taxes card component uses value definitions to capture override values. Value definitions are supplied using the
Calculation Value Definition and Enterable Calculation Value record types.
Card Component
The Federal Taxes card component uses these attributes:
Card Component Attributes for Federal Taxes
HCM DATA LOADER

SourceSystemId CardSequence, ComponentSequence, A unique identifier to recognize the Federal Taxes card
DirCardCompDefName
source system ID.
DirCardId(SourceSystemId) CardSequence, AssignmentNumber, A unique identifier to recognize the parent Tax Withholding
Otherwise supply the user key attributes with the same values

HCM DATA LOADER
DirCardCompDefName n/a The name of the card component definition. Specify ‘Federal
Taxes’
ComponentSequence n/a The component record’s sequence number. For example,

specify ‘1’.

The Federal Taxes card component utilizes value definitions to supply override values.
Value Definitions for Federal Taxes
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.
Additional Tax Amount Additional tax amount to withhold for the employee’s Federal Tax.
Exempt from Federal Income Tax To indicate no Federal Income Tax withholding.
Exempt from Medicare To indicate no Medicare Tax withholding.
Exempt from Federal Unemployment To indicate no Federal Unemployment Employer Liability.
Exempt from Social Security To indicate no Social Security Tax withholding.
Exempt from Wage Accumulation To indicate no Federal Income Tax withholding and no Federal Income Tax wage accumulation.
Enforce Federal Income Tax Look-back To override the Organization Level look-back rule setup.
Rule
Maximum Federal Allowances This field is not currently used.
Regular Amount Used to indicate a flat withholding amount for Regular pay runs.
Regular Rate Used to indicate a percentage withholding for Regular pay runs.
Supplemental Amount Used to indicate a flat withholding amount for Supplemental pay runs.
Supplemental Rate Used to indicate a percentage withholding for Supplemental pay runs.
IRS Lock in Date Date when IRS lock-in letter is effective.

Calculation Value Definition Attributes for Federal Taxes
HCM DATA LOADER

DirCardCompDefName,
ValueDefinitionName
Source System Owner The name of the source system owner used to generate the
source system ID.
SourceId(SourceSystemId) CardSequence, ComponentSequence, A unique identifier to recognize the parent Federal Taxes card
EffectiveStartDate n/a The start date of the Federal Taxes card component, or the
date the calculation value definition starts if later.

Enterable Calculation Value Attributes for Federal Taxes
HCM DATA LOADER

DirCardCompDefName,
ValueDefinitionName
source system ID.

HCM DATA LOADER
ValueDefinitionName attribute. Otherwise supply the user key attributes with the

effective history.
changes.
value.
Example File Lines

These file lines create the Federal Taxes card component of the Tax Withholding card.
SOURCE KEYS
MERGE|CardComponent|VISION|FT_235404|US LDG|TW_235404|2018/01/01||Federal Taxes|
ceSystemId)|EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|ValueDefinitionName
MERGE|CalculationValueDefinition|VISION|FT_235404_FS_|US LDG|FT_235404|2018/01/01||Federal Taxes|Filing
Status
MERGE|CalculationValueDefinition|VISION|FT_235404_ALW|US LDG|FT_235404|2018/01/01||Federal Taxes|Allowances
MERGE|CalculationValueDefinition|VISION|FT_235404_ATA|US LDG|FT_235404|2018/01/01||Federal Taxes|Additional
Tax Amount
MERGE|CalculationValueDefinition|VISION|FT_235404_FIT|US LDG|FT_235404|2018/01/01||Federal Taxes|Exempt
from Federal Income Tax
MERGE|CalculationValueDefinition|VISION|FT_235404_MED|US LDG|FT_235404|2018/01/01||Federal Taxes|Exempt
from Medicare
MERGE|CalculationValueDefinition|VISION|FT_235404_FUE|US LDG|FT_235404|2018/01/01||Federal Taxes|Exempt
from Federal Unemployment
MERGE|CalculationValueDefinition|VISION|FT_235404_ESS|US LDG|FT_235404|2018/01/01||Federal Taxes|Exempt
from Social Security
MERGE|CalculationValueDefinition|VISION|FT_235404_EWA|US LDG|FT_235404|2018/01/01||Federal Taxes|Exempt
from Wage Accumulation
MERGE|CalculationValueDefinition|VISION|FT_235404_LBR|US LDG|FT_235404|2018/01/01||Federal Taxes|Enforce
Federal Income Tax Look-back Rule
MERGE|CalculationValueDefinition|VISION|FT_235404_MFA|US LDG|FT_235404|2018/01/01||Federal Taxes|Maximum
Federal Allowances
MERGE|CalculationValueDefinition|VISION|FT_235404_RGA|US LDG|FT_235404|2018/01/01||Federal Taxes|Regular
Amount

MERGE|CalculationValueDefinition|VISION|FT_235404_RGR|US LDG|FT_235404|2018/01/01||Federal Taxes|Regular
Rate
MERGE|CalculationValueDefinition|VISION|FT_235404_SPA|US LDG|FT_235404|2018/01/01||Federal
Taxes|Supplemental Amount
MERGE|CalculationValueDefinition|VISION|FT_235404_SPR|US LDG|FT_235404|2018/01/01||Federal
Taxes|Supplemental Rate
MERGE|EnterableCalculationValue|VISION|FT_235404_FS_|US LDG|FT_235404_FS_|2018/01/01||1
MERGE|EnterableCalculationValue|VISION|FT_235404_ALW|US LDG|FT_235404_ALW|2018/01/01||0
MERGE|EnterableCalculationValue|VISION|FT_235404_ATA|US LDG|FT_235404_ATA|2018/01/01||0
MERGE|EnterableCalculationValue|VISION|FT_235404_FIT|US LDG|FT_235404_FIT|2018/01/01||N
MERGE|EnterableCalculationValue|VISION|FT_235404_MED|US LDG|FT_235404_MED|2018/01/01||N
MERGE|EnterableCalculationValue|VISION|FT_235404_FUE|US LDG|FT_235404_FUE|2018/01/01||N
MERGE|EnterableCalculationValue|VISION|FT_235404_ESS|US LDG|FT_235404_ESS|2018/01/01||N
MERGE|EnterableCalculationValue|VISION|FT_235404_EWA|US LDG|FT_235404_EWA|2018/01/01||N
MERGE|EnterableCalculationValue|VISION|FT_235404_LBR|US LDG|FT_235404_LBR|2018/01/01||N
MERGE|EnterableCalculationValue|VISION|FT_235404_MFA|US LDG|FT_235404_MFA|2018/01/01||-999999999
MERGE|EnterableCalculationValue|VISION|FT_235404_RGA|US LDG|FT_235404_RGA|2018/01/01||-999999999
MERGE|EnterableCalculationValue|VISION|FT_235404_RGR|US LDG|FT_235404_RGR|2018/01/01||-999999999
MERGE|EnterableCalculationValue|VISION|FT_235404_SPA|US LDG|FT_235404_SPA|2018/01/01||-999999999
MERGE|EnterableCalculationValue|VISION|FT_235404_SPR|US LDG|FT_235404_SPR|2018/01/01||-999999999
Source keys are used to identify the Federal 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 value so that you know the source key value when you maintain these values later.
USER KEYS
METADATA|CardComponent|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequence
|DirCardCompDefName|ComponentSequence|AssignmentNumber|Context1
MERGE|CardComponent|US LDG|2018/01/01|Tax Withholding|1|Federal Taxes|1|E2481235|
METADATA|CalculationValueDefinition|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName
|CardSequence|DirCardCompDefName|ComponentSequence|AssignmentNumber|ValueDefinitionName
MERGE|CalculationValueDefinition|US LDG|2018/01/01|Tax Withholding|1|Federal Taxes|1|E2481235|Filing
Status
MERGE|CalculationValueDefinition|US LDG|2018/01/01|Tax Withholding|1|Federal
Taxes|1|E2481235|Allowances
Taxes|1|E2481235|Additional Tax Amount
MERGE|CalculationValueDefinition|US LDG|2018/01/01|Tax Withholding|1|Federal Taxes|1|E2481235|Exempt
from Federal Income Tax
from Medicare
from Federal Unemployment
from Social Security
MERGE|CalculationValueDefinition|US LDG|2018/01/01|Tax Withholding|1|Federal Taxes|1|E2481235|Enforce
Federal Income Tax Look-back Rule
MERGE|CalculationValueDefinition|US LDG|2018/01/01|Tax Withholding|1|Federal Taxes|1|E2481235|Maximum
Federal Allowances
MERGE|CalculationValueDefinition|US LDG|2018/01/01|Tax Withholding|1|Federal Taxes|1|E2481235|Regular
Amount
MERGE|CalculationValueDefinition|US LDG|2018/01/01|Tax Withholding|1|Federal Taxes|1|E2481235|Regular
Rate
Taxes|1|E2481235|Supplemental Amount
Taxes|1|E2481235|Supplemental Rate

METADATA|EnterableCalculationValue|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|
CardSequence|DirCardCompDefName|ComponentSequence|AssignmentNumber|ValueDefinitionName|Value1
MERGE|EnterableCalculationValue|US LDG|2018/01/01|Tax Withholding|1|Federal Taxes|1|E2481235|Filing
Status|1
MERGE|EnterableCalculationValue|US LDG|2018/01/01|Tax Withholding|1|Federal
Taxes|1|E2481235|Allowances|0
Taxes|1|E2481235|Additional Tax Amount|0
MERGE|EnterableCalculationValue|US LDG|2018/01/01|Tax Withholding|1|Federal Taxes|1|E2481235|Exempt
from Federal Income Tax|N
from Medicare|N
from Federal Unemployment|N
from Social Security|N
from Wage Accumulation|N
MERGE|EnterableCalculationValue|US LDG|2018/01/01|Tax Withholding|1|Federal Taxes|1|E2481235|Enforce
Federal Income Tax Look-back Rule|N
MERGE|EnterableCalculationValue|US LDG|2018/01/01|Tax Withholding|1|Federal Taxes|1|E2481235|Maximum
Federal Allowances|-999999999
MERGE|EnterableCalculationValue|US LDG|2018/01/01|Tax Withholding|1|Federal Taxes|1|E2481235|Regular
Amount|-999999999
MERGE|EnterableCalculationValue|US LDG|2018/01/01|Tax Withholding|1|Federal Taxes|1|E2481235|Regular
Rate|-999999999
Taxes|1|E2481235|Supplemental Amount|-999999999
Taxes|1|E2481235|Supplemental Rate|-999999999
User keys are used to identify the parent Tax Withholding card and all records within the Federal Taxes card component.
You do not need to supply records for overrides that have no value, they are included in this example for completeness only.
CARD COMPONENT: STATE TAXES

The State Taxes card component is used to capture information that impacts state tax calculations for the employee.
Each Tax Withholding calculation card should have one State Taxes card component for each US state the employee has a tax
relationship with.
The State Taxes 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.

Card Component
The State Taxes card component uses these attributes:
Card Component Attributes for State Taxes
HCM DATA LOADER

SourceSystemId CardSequence, ComponentSequence, A unique identifier to recognize the State Taxes card
DirCardCompDefName
source system ID.
DirCardCompDefName n/a The name of the card component definition. Specify ‘State
Taxes’.
ComponentSequence n/a The number that identifies the US state.

It is recommended you use the geocode number as the
sequence number so that your sequence numbers are unique.
Context1 n/a The geocode number that identifies the US state.

The State Taxes card component utilizes value definitions to supply override values.
This table lists the value definitions that are common for all US states. Please refer to the “Calculation
Cards – Supporting BI Publisher Reports” document on My Oracle Support under document ID:
2558276.1, for details on how to retrieve value definitions and lookup type for all states, including
those that are state specific.

Global Value Definitions for State Taxes
Filing Status A category that determines which tax chart to use when calculating the tax to be
deducted from an employee’s pay.
Allowances An exemption that reduces how much income tax is deducted from an employee’s pay.
Nonresident Indicates if the employee is a nonresident of that state.
Voluntary Income Tax Withholding For voluntary tax withholding for that state.
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.
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.
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.
Additional Tax Amount Additional tax amount to withhold for the employee’s state tax.
Nonresident State Income Tax Supplemental The supplemental tax rate for the nonresident state tax.
Rate
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 Taxes
HCM DATA LOADER

DirCardCompDefName,
ValueDefinitionName

HCM DATA LOADER
source system ID.
SourceId(SourceSystemId) CardSequence, ComponentSequence, A unique identifier to recognize the parent State Taxes card
EffectiveStartDate n/a The start date of the State Taxes card component, or the date

Enterable Calculation Value Attributes for State Taxes
HCM DATA LOADER

DirCardCompDefName,
ValueDefinitionName
source system ID.

effective history.

HCM DATA LOADER
changes.
value.
Example File Lines

This CalculationCard.dat file can be used to create State Taxes for Ohio.
SOURCE KEYS
METADATA|CardComponent|SourceSystemOwner|SourceSystemId|DirCardId(SourceSystemId)|EffectiveStartDate|DirCar
dCompDefName|ComponentSequence|Context1
MERGE|CardComponent|VISION|ST_53201|TW_53201|2011/03/08|State Taxes|1|36
METADATA|CalculationValueDefinition|SourceSystemOwner|SourceSystemId|SourceId(SourceSystemId)|EffectiveStar
tDate|Context1|ValueDefinitionName
MERGE|CalculationValueDefinition|VISION|ST_NON_RES_53201|ST_53201|2011/03/08|36|Nonresident
MERGE|CalculationValueDefinition|VISION|ST_VOL_ITW_53201|ST_53201|2011/03/08|36|Voluntary Income Tax
Withholding
MERGE|CalculationValueDefinition|VISION|ST_RES_WGA_53201|ST_53201|2011/03/08|36|Resident Wage Accumulation
METADATA|EnterableCalculationValue|SourceSystemOwner|SourceSystemId|ValueDefnId(SourceSystemId)|EffectiveSt
artDate|Value1
MERGE|EnterableCalculationValue|VISION|ST_NON_RES_V_53201|ST_NON_RES_53201|2011/03/08|N
MERGE|EnterableCalculationValue|VISION|ST_VOL_ITW_V_53201|ST_VOL_ITW_53201|2011/03/08|N
MERGE|EnterableCalculationValue|VISION|ST_RES_WGA_V_53201|ST_RES_WGA_53201|2011/03/08|DEFAULT
Source keys are used to identify the State 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.
USER KEYS
rdCompDefName|ComponentSequence|AssignmentNumber|Context1
MERGE|CardComponent|US LDG|2011/03/08|Tax Withholding|1|State Taxes|1|E53201|36
equence|DirCardCompDefName|ComponentSequence|AssignmentNumber|Context1|ValueDefinitionName
MERGE|CalculationValueDefinition|US LDG|2011/03/08|Tax Withholding|1|State Taxes|1|E53201|36|Nonresident
MERGE|CalculationValueDefinition|US LDG|2011/03/08|Tax Withholding|1|State Taxes|1|E53201|36|Voluntary
Income Tax Withholding
MERGE|CalculationValueDefinition|US LDG|2011/03/08|Tax Withholding|1|State Taxes|1|E53201|36|Resident Wage
Accumulation
MERGE|EnterableCalculationValue|US LDG|2011/03/08|Tax Withholding|1|State Taxes|1|E53201|Nonresident|N

MERGE|EnterableCalculationValue|US LDG|2011/03/08|Tax Withholding|1|State Taxes|1|E53201|Voluntary Income
Tax Withholding|N
MERGE|EnterableCalculationValue|US LDG|2011/03/08|Tax Withholding|1|State Taxes|1|E53201|Resident Wage
Accumulation|DEFAULT
User keys are used to identify the parent Tax Withholding card and all records within the State Taxes card component.
CARD COMPONENT: COUNTY TAXES

The County Taxes card component is used to capture information that impact County Tax calculations for the employee.
Not all states require a County Taxes card component.
The County Taxes card component uses value definitions to capture override values. Value definitions are supplied using the
Card Component
The County Taxes card component uses these attributes:
Card Component Attributes for County Taxes
HCM DATA LOADER

SourceSystemId CardSequence, ComponentSequence, A unique identifier to recognize the County Taxes card
DirCardCompDefName
source system ID.

HCM DATA LOADER
DirCardCompDefName n/a The name of the card component definition. Specify ‘County
Taxes’.
ComponentSequence n/a The component’s sequence number. For example, specify ‘1’.
Context2 n/a The geocode number that identifies the county.

The County Taxes card component utilizes value definitions to supply override values.
Value Definitions for County Taxes
Exempt from County Income Tax Indicates whether the employee is exempt from county income tax. Specify Y or N.
Exempt from School District Indicates whether the employee is exempt from school district tax. Specify Y or N.
Exempt from Wage Accumulation Indicates whether the employee is exempt from wage accumulation. Specify Y or N.
Filing Status The filing status of the employee county taxes are filed for. Provide a lookup code from the
lookup type HRX_US_LOCAL_FILING_STATUS
Resident Wage Accumulation Provide a lookup code from the lookup type HRX_US_COUNTY_WAGE_ACCUM
School District Provide the appropriate school district code for the county if applicable. When only entering
county information specify a value of -999999999. (See separate example for loading school
district information at the county level).
Calculation Value Definition Attributes for County Taxes
HCM DATA LOADER


HCM DATA LOADER
DirCardCompDefName,
ValueDefinitionName
source system ID.
SourceId(SourceSystemId) CardSequence, ComponentSequence, A unique identifier to recognize the parent County Taxes card
EffectiveStartDate n/a The start date of the County Taxes card component, or the
date the calculation value definition starts if later.

Enterable Calculation Value Attributes for County Taxes
HCM DATA LOADER

DirCardCompDefName, .
ValueDefinitionName
source system ID.
ValueDefinitionName attribute. Otherwise provide the user key attributes with the

HCM DATA LOADER

effective history.
changes.
Unlike other calculation cards, if you provide a value definition
but have no value for it provide ‘-9999999’ to indicate a null
value.
Example File Lines

These file lines are used to create or maintain the County Taxes card component of the Tax Withholding calculation card. Values are
supplied for all supported value definitions. This is an Indiana, Porter County example.
SOURCE KEYS
dCompDefName|ComponentSequence|Context1|Context2
MERGE|CardComponent|VISION|COT_53201|TW_53201|2011/03/08|County Taxes|1|15|127
tDate|Context1|Context2|ValueDefinitionName
MERGE|CalculationValueDefinition|VISION|COT_EX_CIT_53201|COT_53201|2011/03/08|15|127|Exempt from County
Income Tax
MERGE|CalculationValueDefinition|VISION|COT_EX_SCH_53201|COT_53201|2011/03/08|15|127|Exempt from School
District
MERGE|CalculationValueDefinition|VISION|COT_EX_WGA_53201|COT_53201|2011/03/08|15|127|Exempt from Wage
Accumulation
MERGE|CalculationValueDefinition|VISION|COT_FS_53201|COT_53201|2011/03/08|15|127|Filing Status
MERGE|CalculationValueDefinition|VISION|COT_RWA_53201|COT_53201|2011/03/08|15|127|Resident Wage
Accumulation
MERGE|CalculationValueDefinition|VISION|COT_SD_53201|COT_53201|2011/03/08|15|127|School District
artDate|Value1
MERGE|EnterableCalculationValue|VISION|COT_EX_CIT_V_53201|COT_EX_CIT_53201|2011/03/08|N
MERGE|EnterableCalculationValue|VISION|COT_EX_SCH_V_53201|COT_EX_SCH_53201|2011/03/08|N
MERGE|EnterableCalculationValue|VISION|COT_EX_WGA_V_53201|COT_EX_WGA_53201|2011/03/08|N
MERGE|EnterableCalculationValue|VISION|COT_FS_V_53201|COT_FS_53201|2011/03/08|2
MERGE|EnterableCalculationValue|VISION|COT_RWA_V_53201|COT_RWA_53201|2011/03/08|DEFAULT
MERGE|EnterableCalculationValue|VISION|COT_SD_53201|COT_SD_53201|2011/03/08|-999999999
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
USER KEYS
rdCompDefName|ComponentSequence|AssignmentNumber|Context1|Context2
MERGE|CardComponent|US LDG|2011/03/08|Tax Withholding|1|County Taxes|1|E53201|15|127

equence|DirCardCompDefName|ComponentSequence|AssignmentNumber|Context1|Context2|ValueDefinitionName
MERGE|CalculationValueDefinition|US LDG|2011/03/08|Tax Withholding|1|County Taxes|1|E53201|15|127|Exempt
from County Income Tax
from School District
MERGE|EnterableCalculationValue|US LDG|2011/03/08|Tax Withholding|1|County Taxes|1|E53201|Exempt from
County Income Tax|N
MERGE|EnterableCalculationValue|US LDG|2011/03/08|Tax Withholding|1|County Taxes|1|E53201|Exempt from
School District|N
MERGE|EnterableCalculationValue|US LDG|2011/03/08|Tax Withholding|1|County Taxes|1|E53201|Exempt from Wage
Accumulation|N
User keys are used to identify the parent Tax Withholding card and all records within the County Taxes card component.
Only a subset of the value definitions is included in this example.
CARD COMPONENT: CITY TAXES

The City Taxes card component is used to capture information that impact city tax calculations for the employee.
Not all states require a City Taxes card component.
The City Taxes card component uses value definitions to capture override values. Value definitions are supplied using the Calculation
The following sections describe how to provide valid file lines for these record types.
Card Component
The City Taxes card component uses these attributes:
Card Component Attributes for City Taxes
HCM DATA LOADER

SourceSystemId CardSequence, ComponentSequence, A unique identifier to recognize the City Taxes card
AssignmentNumber, component. For new card components provide the source key
DirCardCompDefName

HCM DATA LOADER
source system ID.
When using source keys provide this attribute with the value
Otherwise provide the user key attributes with the same values
DirCardCompDefName n/a The name of the card component definition. Specify ‘City
Taxes’.
Context3 n/a The geocode number that identifies the city.

The City Taxes card component utilizes value definitions to provide override values.
Value Definitions for City Taxes
Exempt from City or Township Income Indicates whether the employee is exempt from city or township income tax. Specify Y or N.
Tax
Exempt from Occupational or Head Tax Indicates whether the employee is exempt from occupation or head tax. Specify Y or N.
Exempt from School District Indicates whether the employee is exempt from school district tax. Specify Y or N.
Exempt from Wage Accumulation Indicates whether the employee is exempt from wage accumulation. Specify Y or N.
Filing Status The marital status of the employee city taxes are filed for. Provide a lookup code from the
lookup type HRX_US_LOCAL_FILING_STATUS
Resident Wage Accumulation Provide a lookup code from the lookup type HRX_US_CITY_WAGE_ACCUM.

School District Provide the appropriate school district code for that city if applicable. When only entering city
information specify a value of -999999999. (See separate example for loading school district
information at the city level).
Calculation Value Definition Attributes for City Taxes
HCM DATA LOADER

AssignmentNumber, For new records provide the source key attributes. You can also
DirCardCompDefName,
ValueDefinitionName
source system ID.
SourceId(SourceSystemId) CardSequence, ComponentSequence, A unique identifier to recognize the parent City Taxes card
LegislativeDataGroupName, When using source keys provide this attribute with the value
EffectiveStartDate n/a The start date of the City Taxes card component, or the date
Context3 n/a The geocode number that identifies the city.


Enterable Calculation Value Attributes for City Taxes
HCM DATA LOADER

ValueDefinitionName
source system ID.

effective history.
changes.
Unlike other calculation cards, if you provide a value definition
value.
Example File Lines

These file lines are used to create or maintain the City Taxes card component of the Tax Withholding calculation card. Values are
supplied for all supported value definitions.
SOURCE KEYS
dCompDefName|ComponentSequence|Context1|Context2|Context3
MERGE|CardComponent|VISION|CIT_53201|TW_53201|2011/03/08|City Taxes|1|23|163|380
tDate|Context1|Context2|Context3|ValueDefinitionName
MERGE|CalculationValueDefinition|VISION|CIT_EX_CIT_53201|CIT_53201|2011/03/08|23|163|380|Exempt from City
or Township Income Tax
MERGE|CalculationValueDefinition|VISION|CIT_EX_OCH_53201|CIT_53201|2011/03/08|23|163|380|Exempt from
Occupational or Head Tax
MERGE|CalculationValueDefinition|VISION|CIT_EX_SCH_53201|CIT_53201|2011/03/08|23|163|380|Exempt from School
District
MERGE|CalculationValueDefinition|VISION|CIT_FS_53201|CIT_53201|2011/03/08|23|163|380|Filing Status

MERGE|CalculationValueDefinition|VISION|CIT_RWA_53201|CIT_53201|2011/03/08|23|163|380|Resident Wage
Accumulation
MERGE|CalculationValueDefinition|VISION|CIT_SD_53201|CIT_53201|2011/03/08|23|163|380|School District
artDate
MERGE|EnterableCalculationValue|VISION|CIT_EX_CIT_V_53201|CIT_EX_CIT_53201|2011/03/08|N
MERGE|EnterableCalculationValue|VISION|CIT_EX_OCH_V_53201|CIT_EX_OCH_53201|2011/03/08|N
MERGE|EnterableCalculationValue|VISION|CIT_EX_SCH_V_53201|CIT_EX_SCH_53201|2011/03/08|N
MERGE|EnterableCalculationValue|VISION|CIT_FS_V_53201|CIT_FS_53201|2011/03/08|1
MERGE|EnterableCalculationValue|VISION|CIT_RWA_V_53201|CIT_RWA_53201|2011/03/08|DEFAULT
MERGE|EnterableCalculationValue|VISION|CIT_SD_53201|CIT_SD_53201|2011/03/08|-999999999
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
USER KEYS
rdCompDefName|ComponentSequence|AssignmentNumber|Context1|Context2|Context3
MERGE|CardComponent|US LDG|2011/03/08|Tax Withholding|1|City Taxes|1|E53201|23|163|380
equence|DirCardCompDefName|ComponentSequence|AssignmentNumber|Context1|Context2|Context3|ValueDefinitionNam
e
MERGE|CalculationValueDefinition|US LDG|2011/03/08|Tax Withholding|1|City Taxes|1|E53201|23|163|380|Exempt
from City or Township Income Tax
from Occupational or Head Tax
from School District
MERGE|EnterableCalculationValue|US LDG|2011/03/08|Tax Withholding|1|City Taxes|1|E53201|Exempt from City or
Township Income Tax|N
MERGE|EnterableCalculationValue|US LDG|2011/03/08|Tax Withholding|1|City Taxes|1|E53201|Exempt from
Occupational or Head Tax|N
MERGE|EnterableCalculationValue|US LDG|2011/03/08|Tax Withholding|1|City Taxes|1|E53201|Exempt from School
District|N
User keys are used to identify the parent Tax Withholding card and all records within the City Taxes card component.
Only a subset of the value definitions is included in this example.
CARD COMPONENT: PENNSYLVANIA PSD

The Pennsylvania Political Subdivision (PSD) card component is used to capture information specific to the state of Pennsylvania
and should only exist for employees based there.

The Pennsylvania PSD card component uses value definitions to capture override values. Value definitions are supplied using the
Card Component
The Pennsylvania PSD card component uses these attributes:
Card Component Attributes for Pennsylvania PSD
HCM DATA LOADER

SourceSystemId CardSequence, ComponentSequence, A unique identifier to recognize the Pennsylvania PSD card
DirCardCompDefName
source system ID.

HCM DATA LOADER
DirCardCompDefName n/a The name of the card component definition. Specify

‘Pennsylvania PSD’.
Context1 n/a The geocode number that identifies the US state. Specify ‘39’.
Context2 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.
ID.

The Pennsylvania PSD card component utilizes value definitions to provide override values.
Value Definitions for Pennsylvania PSD
Resident PSD Code The PSD code for the location where the employee resides.
Resident School District The code of the school district for the employee’s residential location.
Work PSD Code The PSD code for the location where the employee works.
Work School District The code of the school district for the employee’s work location.
Calculation Value Definition Attributes for Pennsylvania PSD
HCM DATA LOADER

DirCardCompDefName,
ValueDefinitionName
source system ID.

HCM DATA LOADER
SourceId(SourceSystemId) CardSequence, ComponentSequence, A unique identifier to recognize the parent Pennsylvania PSD
AssignmentNumber, card component using the same key type used to identify the
DirCardDefinitionName, card component.
EffectiveStartDate n/a The start date of the Pennsylvania PSD card component, or
the date the calculation value definition starts if later.
Context1 n/a The geocode number that identifies the US state. Specify ‘39’.

Enterable Calculation Value Attributes for Pennsylvania PSD
HCM DATA LOADER

ValueDefinitionName
source system ID.

effective history.
changes.

HCM DATA LOADER
value.
Example File Lines

These file lines are used to create or maintain the Pennsylvania PSD card component of the Tax Withholding calculation card. Values
are supplied for all supported value definitions.
SOURCE KEYS
dCompDefName|ComponentSequence|Context1|Context2
MERGE|CardComponent|VISION|PSD_53201|TW_53201|2011/03/08|Pennsylvania PSD|1|39|300100003151520
tDate|Context1|ValueDefinitionName
MERGE|CalculationValueDefinition|VISION|PSD_RES_PSD_53201|PSD_53201|2011/03/08|39|Resident PSD Code
MERGE|CalculationValueDefinition|VISION|PSD_RES_SCH_53201|PSD_53201|2011/03/08|39|Resident School District
MERGE|CalculationValueDefinition|VISION|PSD_WRK_PSD_53201|PSD_53201|2011/03/08|39|Work PSD Code
MERGE|CalculationValueDefinition|VISION|PSD_WRK_SCH_53201|PSD_53201|2011/03/08|39|Work School District
artDate|Value1
MERGE|EnterableCalculationValue|VISION|PSD_RES_PSD_V_53201|PSD_RES_PSD_53201|2011/03/08|700102
MERGE|EnterableCalculationValue|VISION|PSD_RES_SCH_V_53201|PSD_RES_SCH_53201|2011/03/08|2745
MERGE|EnterableCalculationValue|VISION|PSD_WRK_PSD_V_53201|PSD_WRK_PSD_53201|2011/03/08|732001
MERGE|EnterableCalculationValue|VISION|PSD_WRK_SCH_V_53201|PSD_WRK_SCH_53201|2011/03/08|2960
Source keys are used to identify the Pennsylvania PSD card component, the calculation value definitions and enterable calculation value records. The parent Tax Withholding calculation card is also
USER KEYS
rdCompDefName|ComponentSequence|AssignmentNumber|Context1|Context2
MERGE|CardComponent|US LDG|2011/03/08|Tax Withholding|1|Pennsylvania PSD|1|E53201|39|3
equence|DirCardCompDefName|ComponentSequence|AssignmentNumber|Context1|Context2|ValueDefinitionName
MERGE|CalculationValueDefinition|US LDG|2011/03/08|Tax Withholding|1|Pennsylvania PSD||1|E53201|39|Resident
PSD Code
MERGE|CalculationValueDefinition|US LDG|2011/03/08|Tax Withholding|1|Pennsylvania PSD||1|E53201|39|Resident
School District
MERGE|CalculationValueDefinition|US LDG|2011/03/08|Tax Withholding|1|Pennsylvania PSD||1|E53201|39|Work PSD
Code
MERGE|CalculationValueDefinition|US LDG|2011/03/08|Tax Withholding|1|Pennsylvania PSD||1|E53201|39|Work
School District
MERGE|EnterableCalculationValue|US LDG|2011/03/08|Tax Withholding|1|Pennsylvania PSD||1|E53201|Resident PSD
Code|700102
MERGE|EnterableCalculationValue|US LDG|2011/03/08|Tax Withholding|1|Pennsylvania PSD||1|E53201|Resident
School District|2745
MERGE|EnterableCalculationValue|US LDG|2011/03/08|Tax Withholding|1|Pennsylvania PSD||1|E53201|Work PSD
Code|732001

MERGE|EnterableCalculationValue|US LDG|2011/03/08|Tax Withholding|1|Pennsylvania PSD||1|E53201|Work School
District|2960
User keys are used to identify the parent Tax Withholding card and all records within the Pennsylvania PSD card component.

CARD ASSOCIATION: TAX W ITHHOLDING
The card association record associates the Tax Withholding calculation card with a tax reporting unit.
Card Association Hierarchy
The associated tax reporting unit is defined in the card association. The card association details records allows the US Taxation card
component to be associated with the employee’s payroll assignments.
Card Association
Card Association Attributes for the Tax Withholding
HCM DATA LOADER

SourceSystemId CardSequence, TaxReportingUnitName, A unique identifier to recognize the Tax Withholding card
LegislativeDataGroupName, association. For new card associations supply the source key
AssignmentNumber, attributes. You can also identify component association records
DirCardDefinitionName using the user key attributes.
source system ID.
EffectiveStartDate n/a The start date of the card association or the update to the card
association if you are providing date-effective history. This must
be after or equal to the EffectiveStartDate provided for the Tax
Withholding calculation card.
TaxReportingUnitName n/a The name of the tax reporting unit to associate with the Tax
Withholding calculation card.
If source keys are used to identify the card association, you
must also specify the LegislativeDataGroupName attribute to
identify the tax reporting unit.

Card Association Details
The card association details record associates the US Taxation card component with the payroll assignments for the employee. If the
employee has more than one payroll assignment provide a card association detail record for each payroll assignment.
Card Association Detail Attributes for US Taxation
HCM DATA LOADER

SourceSystemId DirCardDefinitionName, A unique identifier to recognize the card association detail. For
AssignmentNumber, new records provide the source key attributes. If updating an
LegislativeDataGroupName, existing card association detail you can identify the record using
CardSequence, TaxReportingUnitName the user key attributes.
source system ID.
DirRepCardId(SourceSyste CardSequence, TaxReportingUnitName, A unique identifier to recognize the parent card association
mId) LegislativeDataGroupName, record. For new records supply the source system ID you
AssignmentNumber, provided on the card association record. You can identify
DirCardDefinitionName existing component association records using the user keys.
Provide user key attributes with the same values supplied on
the parent component association record.
EffectiveStartDate n/a The start date of the component association.
EffectiveEndDate n/a The end date of the component association.
DirCardCompId(SourceSys CardSequence, ComponentSequence, A unique identifier to recognize the US Taxation card

temId) AssignmentNumber, component this association is for.
DirCardDefinitionName,
LegislativeDataGroupName,
DirCardCompDefName
AssociationAssignmentNu n/a The number of the assignment to associate with the card.
mber
Example File Lines

These file lines can be used to create a tax reporting unit (TRU) association with the Tax Withholding card and the association between
the US Taxation component and the employee’s assignment.
SOURCE KEYS
METADATA|CardAssociation|SourceSystemOwner|SourceSystemId|DirCardId(SourceSystemId)|EffectiveStartDate|TaxR
eportingUnitName
MERGE|CardAssociation|VISION|CA_US_TRU_53201|TW_53201|2011/03/08|US Tax Reporting Unit
METADATA|CardAssociationDetail|SourceSystemOwner|SourceSystemId|DirRepCardId(SourceSystemId)|EffectiveStart
Date|DirCardCompId(SourceSystemId)|AssociationAssignmentNumber
MERGE|CardAssociationDetail|VISION|US_TRU_53201|CA_US_TRU_53201|2011/03/08|UT_53201|234662342361
Source keys are used to identify the card association, association detail and the references to the Tax Withholding card and US Taxation card component.
USER KEYS
METADATA|CardAssociation|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequence|Ass
ignmentNumber|TaxReportingUnitName
MERGE|CardAssociation|US LDG|2011/03/08|Tax Withholding|1|E53201|US Tax Reporting Unit

METADATA|CardAssociationDetail|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequen
ce|AssignmentNumber|TaxReportingUnitName|DirCardCompDefName|ComponentSequence|AssociationAssignmentNumber
MERGE|CardAssociationDetail|US LDG|2011/03/08|Tax Withholding|1|E53201|US Tax Reporting Unit|US
Taxation|1|234662342361
User keys are used to identify the card association, association detail and the references to the Tax Withholding card and US Taxation card component.
EXAMPLE FILES
Creating a Tax Withholding Card

This example file creates a complete Tax Withholding card for an employee in Michigan, Wayne County, Detroit. You would create the
whole card when the Tax Withholding card has not be auto-generated for the employee.
The CalculationCard.dat file is used to upload Tax Withholding calculation cards with HCM Data Loader.
Example File 1: Creating a Tax Withholding card
METADATA|CalculationCard|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardDefinitionName|Ef
fectiveStartDate|EffectiveEndDate|AssignmentNumber
MERGE|CalculationCard|VISION|TW_190417|US LDG|Tax Withholding|2018/01/01||E190417
METADATA|CardAssociation|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|TaxReportingUnitName|Eff
ectiveStartDate|EffectiveEndDate|DirCardId(SourceSystemId)
MERGE|CardAssociation|VISION|TW_190417_TRU|US LDG|US LDG Inc|2018/01/01||TW_190417
METADATA|CardAssociationDetail|SourceSystemOwner|SourceSystemId|DirRepCardId(SourceSystemId)|DirCardCompId(
SourceSystemId)|EffectiveStartDate|EffectiveEndDate|AssociationAssignmentNumber
MERGE|CardAssociationDetail|VISION|TW_190417_TRUD|TW_190417_TRU|UT_190417|2018/01/01||300100209392277
EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|Context1|Context2|Context3
MERGE|CardComponent|VISION|UT_190417|US LDG|TW_190417|2018/01/01||US Taxation|300100003140626||
MERGE|CardComponent|VISION|FT_190417|US LDG|TW_190417|2018/01/01||Federal Taxes|||
MERGE|CardComponent|VISION|23_190417|US LDG|TW_190417|2018/01/01||State Taxes|23||
MERGE|CardComponent|VISION|163_190417|US LDG|TW_190417|2018/01/01||County Taxes|23|163|
MERGE|CardComponent|VISION|380_190417|US LDG|TW_190417|2018/01/01||City Taxes|23|163|380
ceSystemId)|EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|ValueDefinitionName|Context1|Context2|Co
ntext3
MERGE|CalculationValueDefinition|VISION|UT_190417_VD1|US LDG|UT_190417|2018/01/01||US Taxation|Statutory
Employee|||
MERGE|CalculationValueDefinition|VISION|UT_190417_VD2|US LDG|UT_190417|2018/01/01||US Taxation|Primary Work
Address|||
MERGE|CalculationValueDefinition|VISION|UT_190417_VD3|US LDG|UT_190417|2018/01/01||US Taxation|State for
Disability Calculation|||
MERGE|CalculationValueDefinition|VISION|UT_190417_VD4|US LDG|UT_190417|2018/01/01||US Taxation|State for
Unemployment Calculation|||
MERGE|CalculationValueDefinition|VISION|FT_190417_VD1|US LDG|FT_190417|2018/01/01||Federal Taxes|Filing

Status|||
MERGE|CalculationValueDefinition|VISION|FT_190417_VD2|US LDG|FT_190417|2018/01/01||Federal Taxes|Additional
Tax Amount|||
MERGE|CalculationValueDefinition|VISION|FT_190417_VD3|US LDG|FT_190417|2018/01/01||Federal
Taxes|Allowances|||
MERGE|CalculationValueDefinition|VISION|23_190417_VD1|US LDG|23_190417|2018/01/01||State Taxes|Filing

Status|23||
MERGE|CalculationValueDefinition|VISION|23_190417_VD2|US LDG|23_190417|2018/01/01||State
Taxes|Allowances|23||
MERGE|CalculationValueDefinition|VISION|23_190417_VD3|US LDG|23_190417|2018/01/01||State Taxes|Secondary
Allowance|23||
MERGE|CalculationValueDefinition|VISION|23_190417_VD4|US LDG|23_190417|2018/01/01||State Taxes|Additional
Tax Amount|23||

MERGE|CalculationValueDefinition|VISION|23_190417_VD5|US LDG|23_190417|2018/01/01||State Taxes|Exemption
for Military Spouse|23||
MERGE|CalculationValueDefinition|VISION|23_190417_VD6|US LDG|23_190417|2018/01/01||State
Taxes|Nonresident|23||
MERGE|CalculationValueDefinition|VISION|23_190417_VD7|US LDG|23_190417|2018/01/01||State Taxes|Voluntary
Income Tax Withholding|23||
MERGE|CalculationValueDefinition|VISION|23_190417_VD8|US LDG|23_190417|2018/01/01||State Taxes|Resident
Wage Accumulation|23||
MERGE|CalculationValueDefinition|VISION|23_190417_VD9|US LDG|23_190417|2018/01/01||State Taxes|Optional
Calculation Method|23||
MERGE|CalculationValueDefinition|VISION|23_190417_VD10|US LDG|23_190417|2018/01/01||State Taxes|Exemption
Amount|23||
MERGE|CalculationValueDefinition|VISION|23_190417_VD11|US LDG|23_190417|2018/01/01||State Taxes|Exempt from
State Income Tax|23||
State Disability|23||
Voluntary Plan Disability|23||
State Unemployment|23||
State Income Tax Regular Amount|23||
State Income Tax Regular Rate|23||
State Income Tax Supplemental Amount|23||
State Income Tax Supplemental Rate|23||
MERGE|CalculationValueDefinition|VISION|23_190417_VD20|US LDG|23_190417|2018/01/01||State Taxes|Nonresident
MERGE|CalculationValueDefinition|VISION|163_190417_VD1|US LDG|163_190417|2018/01/01||County Taxes|Exempt

from County Income Tax|23|163|
from School District|23|163|
from Wage Accumulation|23|163|
MERGE|CalculationValueDefinition|VISION|163_190417_VD4|US LDG|163_190417|2018/01/01||County Taxes|Filing
Status|23|163|
MERGE|CalculationValueDefinition|VISION|163_190417_VD5|US LDG|163_190417|2018/01/01||County Taxes|Resident
Wage Accumulation|23|163|
MERGE|CalculationValueDefinition|VISION|163_190417_VD6|US LDG|163_190417|2018/01/01||County Taxes|School
District|23|163|
MERGE|CalculationValueDefinition|VISION|380_190417_VD1|US LDG|380_190417|2018/01/01||City Taxes|Exempt from

City or Township Income Tax|23|163|380
Occupational or Head Tax|23|163|380
School District|23|163|380
Wage Accumulation|23|163|380
MERGE|CalculationValueDefinition|VISION|380_190417_VD5|US LDG|380_190417|2018/01/01||City Taxes|Filing
Status|23|163|380
MERGE|CalculationValueDefinition|VISION|380_190417_VD6|US LDG|380_190417|2018/01/01||City Taxes|Resident
MERGE|CalculationValueDefinition|VISION|380_190417_VD7|US LDG|380_190417|2018/01/01||City Taxes|School
District|23|163|380
MERGE|CalculationValueDefinition|VISION|380_190417_VD8|US LDG|380_190417|2018/01/01||City
Taxes|Allowances|23|163|380

urceSystemId)|EffectiveStartDate|EffectiveEndDate|Value1|ValueDefinitionName
MERGE|EnterableCalculationValue|VISION|UT_190417_VD1|US LDG|UT_190417_VD1|2018/01/01||N|Statutory Employee
MERGE|EnterableCalculationValue|VISION|UT_190417_VD2|US LDG|UT_190417_VD2|2018/01/01||DEFAULT|Primary Work
Address
MERGE|EnterableCalculationValue|VISION|UT_190417_VD3|US LDG|UT_190417_VD3|2018/01/01||23|State for
MERGE|EnterableCalculationValue|VISION|UT_190417_VD4|US LDG|UT_190417_VD4|2018/01/01||23|State for
MERGE|EnterableCalculationValue|VISION|FT_190417_VD1|US LDG|FT_190417_VD1|2018/01/01||-999999999|Filing
Status
MERGE|EnterableCalculationValue|VISION|FT_190417_VD2|US LDG|FT_190417_VD2|2018/01/01||0|Additional Tax
Amount
MERGE|EnterableCalculationValue|VISION|FT_190417_VD3|US LDG|FT_190417_VD3|2018/01/01||0|Allowances
MERGE|EnterableCalculationValue|VISION|23_190417_VD1|US LDG|23_190417_VD1|2018/01/01||1|Filing Status

MERGE|EnterableCalculationValue|VISION|23_190417_VD2|US LDG|23_190417_VD2|2018/01/01||1|Allowances
MERGE|EnterableCalculationValue|VISION|23_190417_VD3|US LDG|23_190417_VD3|2018/01/01||-999999999|Secondary
Allowance
MERGE|EnterableCalculationValue|VISION|23_190417_VD4|US LDG|23_190417_VD4|2018/01/01||-999999999|Additional
Tax Amount
MERGE|EnterableCalculationValue|VISION|23_190417_VD5|US LDG|23_190417_VD5|2018/01/01||-999999999|Exemption
for Military Spouse
MERGE|EnterableCalculationValue|VISION|23_190417_VD6|US LDG|23_190417_VD6|2018/01/01||N|Nonresident
MERGE|EnterableCalculationValue|VISION|23_190417_VD7|US LDG|23_190417_VD7|2018/01/01||-999999999|Voluntary
Income Tax Withholding
MERGE|EnterableCalculationValue|VISION|23_190417_VD8|US LDG|23_190417_VD8|2018/01/01||-999999999|Resident
Wage Accumulation
MERGE|EnterableCalculationValue|VISION|23_190417_VD9|US LDG|23_190417_VD9|2018/01/01||-999999999|Optional
Calculation Method
MERGE|EnterableCalculationValue|VISION|23_190417_VD10|US LDG|23_190417_VD10|2018/01/01||-
999999999|Exemption Amount
MERGE|EnterableCalculationValue|VISION|23_190417_VD11|US LDG|23_190417_VD11|2018/01/01||N|Exempt from State
Income Tax
MERGE|EnterableCalculationValue|VISION|23_190417_VD12|US LDG|23_190417_VD12|2018/01/01||-999999999|Exempt
MERGE|EnterableCalculationValue|VISION|23_190417_VD13|US LDG|23_190417_VD13|2018/01/01||N|Exempt from State
Disability
from Voluntary Plan Disability
from State Unemployment
State Income Tax Regular Amount
State Income Tax Regular Rate
State Income Tax Supplemental Amount
State Income Tax Supplemental Rate
999999999|Nonresident State Income Tax Regular Amount
999999999|Nonresident State Income Tax Regular Rate
999999999|Nonresident State Income Tax Supplemental Amount
999999999|Nonresident State Income Tax Supplemental Rate
MERGE|EnterableCalculationValue|VISION|163_190417_VD1|US LDG|163_190417_VD1|2018/01/01||N|Exempt from

County Income Tax
School District
MERGE|EnterableCalculationValue|VISION|163_190417_VD3|US LDG|163_190417_VD3|2018/01/01||N|Exempt from Wage
Accumulation

MERGE|EnterableCalculationValue|VISION|163_190417_VD4|US LDG|163_190417_VD4|2018/01/01||-999999999|Filing
Status
Wage Accumulation
MERGE|EnterableCalculationValue|VISION|163_190417_VD6|US LDG|163_190417_VD6|2018/01/01||-999999999|School
District
MERGE|EnterableCalculationValue|VISION|380_190417_VD1|US LDG|380_190417_VD1|2018/01/01||N|Exempt from City

or Township Income Tax
School District
MERGE|EnterableCalculationValue|VISION|380_190417_VD4|US LDG|380_190417_VD4|2018/01/01||N|Exempt from Wage
Accumulation
MERGE|EnterableCalculationValue|VISION|380_190417_VD5|US LDG|380_190417_VD5|2018/01/01||-999999999|Filing
Status
MERGE|EnterableCalculationValue|VISION|380_190417_VD6|US LDG|380_190417_VD6|2018/01/01||DEFAULT|Resident
Wage Accumulation
MERGE|EnterableCalculationValue|VISION|380_190417_VD7|US LDG|380_190417_VD7|2018/01/01||-999999999|School
District
MERGE|EnterableCalculationValue|VISION|380_190417_VD8|US LDG|380_190417_VD8|2018/01/01||2|Allowances
Source keys are used to identify all record types.
You do not need to provide the ValueDefinitionName attribute on the EnterableCalculationValue record when source keys are used to identify the record. They are included in this example to more easily
identify the value definition name for each override value.
Creating State Taxes for an Existing Tax Withholding Card

This example file creates the State, County and City Taxes card components for an existing Tax Withholding card for an employee in
Ohio. Ohio implements school district tax. Some states, such as Kentucky, will need the school district added at the county level.
Example File 2: Creating State Taxes for an auto-generated Tax Withholding card
METADATA|CalculationCard|LegislativeDataGroupName|DirCardDefinitionName|EffectiveStartDate|AssignmentNumber
|CardSequence
MERGE|CalculationCard|US LDG|Tax Withholding|2018/01/01|E624954|1
METADATA|CardComponent|LegislativeDataGroupName|DirCardDefinitionName|EffectiveStartDate|AssignmentNumber|C
ardSequence|DirCardCompDefName|SourceSystemOwner|SourceSystemId|Context1|Context2|Context3|ComponentSequenc
e
MERGE|CardComponent|US LDG|Tax Withholding|2018/01/01|E624954|1|State Taxes|VISION|STOH_624954|36|||36
MERGE|CardComponent|US LDG|Tax Withholding|2018/01/01|E624954|1|County Taxes|VISION|CT45_624954|36|45||45
MERGE|CardComponent|US LDG|Tax Withholding|2018/01/01|E624954|1|City
Taxes|VISION|CI476_624954|36|45|476|476
METADATA|CalculationValueDefinition|LegislativeDataGroupName|DirCardCompDefName|EffectiveStartDate|SourceSy
stemOwner|SourceSystemId|SourceId(SourceSystemId)|ValueDefinitionName|Context1|Context2|Context3
MERGE|CalculationValueDefinition|US LDG|State Taxes|2018/01/01|VISION|STOH_624954_VD1|STOH_624954|Personal
Allowance|36||
MERGE|CalculationValueDefinition|US LDG|State
Taxes|2018/01/01|VISION|STOH_624954_VD2|STOH_624954|Allowances for self and spouse|36||
MERGE|CalculationValueDefinition|US LDG|State Taxes|2018/01/01|VISION|STOH_624954_VD3|STOH_624954|Number of
Complete Exemption Dependents|36||
Taxes|2018/01/01|VISION|STOH_624954_VD4|STOH_624954|Allowances|36||
Taxes|2018/01/01|VISION|STOH_624954_VD5|STOH_624954|Additional Tax Amount|36||
Taxes|2018/01/01|VISION|STOH_624954_VD6|STOH_624954|Nonresident|36||
MERGE|CalculationValueDefinition|US LDG|State Taxes|2018/01/01|VISION|STOH_624954_VD7|STOH_624954|Voluntary
Income Tax Withholding|36||
MERGE|CalculationValueDefinition|US LDG|State Taxes|2018/01/01|VISION|STOH_624954_VD8|STOH_624954|Resident
MERGE|CalculationValueDefinition|US LDG|State Taxes|2018/01/01|VISION|STOH_624954_VD9|STOH_624954|Exemption
Amount|36||

MERGE|CalculationValueDefinition|US LDG|State Taxes|2018/01/01|VISION|STOH_624954_VD10|STOH_624954|Exempt
from State Income Tax|36||
from Wage Accumulation|36||
from State Disability|36||
from Voluntary Plan Disability|36||
from State Unemployment|36||
Taxes|2018/01/01|VISION|STOH_624954_VD15|STOH_624954|Exemption for Military Spouse|36||
Taxes|2018/01/01|VISION|STOH_624954_VD20|STOH_624954|Nonresident State Income Tax Regular Amount|36||
Taxes|2018/01/01|VISION|STOH_624954_VD21|STOH_624954|Nonresident State Income Tax Regular Rate|36||
Taxes|2018/01/01|VISION|STOH_624954_VD22|STOH_624954|Nonresident State Income Tax Supplemental Amount|36||
Taxes|2018/01/01|VISION|STOH_624954_VD23|STOH_624954|Nonresident State Income Tax Supplemental Rate|36||
MERGE|CalculationValueDefinition|US LDG|County Taxes|2018/01/01|VISION|CT45_624954_VD1|CT45_624954|Exempt

from County Income Tax|36|45|
from School District|36|45|
from Wage Accumulation|36|45|
MERGE|CalculationValueDefinition|US LDG|County Taxes|2018/01/01|VISION|CT45_624954_VD4|CT45_624954|Filing
Status|36|45|
MERGE|CalculationValueDefinition|US LDG|County Taxes|2018/01/01|VISION|CT45_624954_VD5|CT45_624954|Resident
Wage Accumulation|36|45|
MERGE|CalculationValueDefinition|US LDG|County Taxes|2018/01/01|VISION|CT45_624954_VD6|CT45_624954|School
District|36|45|
MERGE|CalculationValueDefinition|US LDG|City Taxes|2018/01/01|VISION|CI476_624954_VD1|CI476_624954|Exempt

from City or Township Income Tax|36|45|476
from Occupational or Head Tax|36|45|476
from School District|36|45|476
from Wage Accumulation|36|45|476
MERGE|CalculationValueDefinition|US LDG|City Taxes|2018/01/01|VISION|CI476_624954_VD5|CI476_624954|Filing
Status|36|45|476
MERGE|CalculationValueDefinition|US LDG|City Taxes|2018/01/01|VISION|CI476_624954_VD6|CI476_624954|Resident
MERGE|CalculationValueDefinition|US LDG|City Taxes|2018/01/01|VISION|CI476_624954_VD7|CI476_624954|School
District|36|45|476
METADATA|EnterableCalculationValue|LegislativeDataGroupName|ValueDefnId(SourceSystemId)|EffectiveStartDate|
SourceSystemOwner|SourceSystemId|Value1|ValueDefinitionName
MERGE|EnterableCalculationValue|US LDG|STOH_624954_VD1|2018/01/01|VISION|STOH_624954_VD1||Personal
Allowance
MERGE|EnterableCalculationValue|US LDG|STOH_624954_VD2|2018/01/01|VISION|STOH_624954_VD2||Allowances for
self and spouse
MERGE|EnterableCalculationValue|US LDG|STOH_624954_VD3|2018/01/01|VISION|STOH_624954_VD3||Number of
Complete Exemption Dependents
MERGE|EnterableCalculationValue|US LDG|STOH_624954_VD4|2018/01/01|VISION|STOH_624954_VD4|1|Allowances
MERGE|EnterableCalculationValue|US LDG|STOH_624954_VD5|2018/01/01|VISION|STOH_624954_VD5||Additional Tax
Amount

MERGE|EnterableCalculationValue|US LDG|STOH_624954_VD6|2018/01/01|VISION|STOH_624954_VD6|N|Nonresident
MERGE|EnterableCalculationValue|US LDG|STOH_624954_VD7|2018/01/01|VISION|STOH_624954_VD7|-
999999999|Voluntary Income Tax Withholding
999999999|Resident Wage Accumulation
MERGE|EnterableCalculationValue|US LDG|STOH_624954_VD9|2018/01/01|VISION|STOH_624954_VD9||Exemption Amount
MERGE|EnterableCalculationValue|US LDG|STOH_624954_VD10|2018/01/01|VISION|STOH_624954_VD10||Exempt from
State Income Tax
MERGE|EnterableCalculationValue|US LDG|STOH_624954_VD11|2018/01/01|VISION|STOH_624954_VD11|N|Exempt from
Wage Accumulation
999999999|Exempt from State Disability
MERGE|EnterableCalculationValue|US LDG|STOH_624954_VD13|2018/01/01|VISION|STOH_624954_VD13|N|Exempt from
Voluntary Plan Disability
999999999|Exempt from State Unemployment
999999999|Exemption for Military Spouse
999999999|Resident State Income Tax Regular Amount
999999999|Resident State Income Tax Regular Rate
999999999|Resident State Income Tax Supplemental Amount
999999999|Resident State Income Tax Supplemental Rate
999999999|Nonresident State Income Tax Regular Amount
MERGE|EnterableCalculationValue|US LDG|STOH_624954_VD21|2018/01/01|VISION|STOH_624954_VD21||Nonresident
State Income Tax Regular Rate
999999999|Nonresident State Income Tax Supplemental Amount
999999999|Nonresident State Income Tax Supplemental Rate
MERGE|EnterableCalculationValue|US LDG|CT45_624954_VD1|2018/01/01|VISION|CT45_624954_VD1|N|Exempt from

County Income Tax
MERGE|EnterableCalculationValue|US LDG|CT45_624954_VD2|2018/01/01|VISION|CT45_624954_VD2|N|Exempt from
School District
MERGE|EnterableCalculationValue|US LDG|CT45_624954_VD3|2018/01/01|VISION|CT45_624954_VD3|N|Exempt from Wage
Accumulation
MERGE|EnterableCalculationValue|US LDG|CT45_624954_VD4|2018/01/01|VISION|CT45_624954_VD4||Filing Status
MERGE|EnterableCalculationValue|US LDG|CT45_624954_VD5|2018/01/01|VISION|CT45_624954_VD5|DEFAULT|Resident
Wage Accumulation
MERGE|EnterableCalculationValue|US LDG|CT45_624954_VD6|2018/01/01|VISION|CT45_624954_VD6||School District
MERGE|EnterableCalculationValue|US LDG|CI476_624954_VD1|2018/01/01|VISION|CI476_624954_VD1|N|Exempt from

City or Township Income Tax
School District
Wage Accumulation
MERGE|EnterableCalculationValue|US LDG|CI476_624954_VD5|2018/01/01|VISION|CI476_624954_VD5||Filing Status
MERGE|EnterableCalculationValue|US LDG|CI476_624954_VD6|2018/01/01|VISION|CI476_624954_VD6|DEFAULT|Resident
Wage Accumulation
MERGE|EnterableCalculationValue|US LDG|CI476_624954_VD7|2018/01/01|VISION|CI476_624954_VD7|2305|School
District
Assuming the Tax Withholding card is auto-generated the source keys will not be known for the calculation card and so user keys are used to reference it. Source Keys are used to identify new records
being created as part of the State Taxes card component.
You do not need to provide the ValueDefinitionName attribute on the EnterableCalculationValue record when source keys are used to identify the record. They are included in this example to more easily
identify the value definition name for each override value.

Creating Tax Withholding Card for Pennsylvania
This example file creates the complete Tax Withholding card for an employee resident in Pennsylvania.
Example File 3: Creating Tax Withholding for Pennsylvania
MERGE|CalculationCard|VISION|TW_513066|USA LDG|Tax Withholding|2018/01/01|4712/12/31|E513066
EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|Context1|Context2|Context3
MERGE|CardComponent|VISION|TW_513066_UST|USA LDG|TW_513066|2018/01/01|4712/12/31|US
Taxation|300100001794785||
MERGE|CardComponent|VISION|TW_513066_FT|USA LDG|TW_513066|2018/01/01|4712/12/31|Federal Taxes|||
MERGE|CardComponent|VISION|TW_513066_ST39|USA LDG|TW_513066|2018/01/01|4712/12/31|State Taxes|39||
MERGE|CardComponent|VISION|TW_513066_PSD|USA LDG|TW_513066|2018/01/01|4712/12/31|Pennsylvania
PSD|39|300100001794785|
MERGE|CardComponent|VISION|TW_513066_101|USA LDG|TW_513066|2018/01/01|4712/12/31|County Taxes|39|3|
MERGE|CardComponent|VISION|TW_513066_3000|USA LDG|TW_513066|2018/01/01|4712/12/31|City Taxes|39|3|3040
METADATA|CardAssociation|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId
)|EffectiveStartDate|EffectiveEndDate|TaxReportingUnitName
MERGE|CardAssociation|VISION|TW_513066_TRU|USA LDG|TW_513066|2018/01/01|4712/12/31|USA Tax Reporting Unit
METADATA|CardAssociationDetail|SourceSystemOwner|SourceSystemId|DirRepCardId(SourceSystemId)|DirCardCompId(
SourceSystemId)|EffectiveStartDate|EffectiveEndDate|AssignmentNumber
MERGE|CardAssociationDetail|VISION|TW_513066_AD|TW_513066_TRU|TW_513066_UST|2018/01/01|4712/12/31|E513066
ceSystemId)|EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|ValueDefinitionName|Context1|Context2|Co
ntext3
MERGE|CalculationValueDefinition|VISION|TW_513066_UST_STAT_EMP|USA
LDG|TW_513066_UST|2018/01/01|4712/12/31|US Taxation|Statutory Employee|||
MERGE|CalculationValueDefinition|VISION|TW_513066_UST_PWA|USA LDG|TW_513066_UST|2018/01/01|4712/12/31|US
Taxation|Primary Work Address|||
MERGE|CalculationValueDefinition|VISION|TW_513066_UST_DIS|USA LDG|TW_513066_UST|2018/01/01|4712/12/31|US
Taxation|State for Disability Calculation|||
MERGE|CalculationValueDefinition|VISION|TW_513066_UST_UNE|USA LDG|TW_513066_UST|2018/01/01|4712/12/31|US
Taxation|State for Unemployment Calculation|||
MERGE|CalculationValueDefinition|VISION|TW_513066_FT_FS|USA LDG|TW_513066_FT|2018/01/01|4712/12/31|Federal
Taxes|Filing Status|||
MERGE|CalculationValueDefinition|VISION|TW_513066_FT_ATA|USA LDG|TW_513066_FT|2018/01/01|4712/12/31|Federal
Taxes|Additional Tax Amount|||
MERGE|CalculationValueDefinition|VISION|TW_513066_FT_ALW|USA LDG|TW_513066_FT|2018/01/01|4712/12/31|Federal
Taxes|Allowances|||
MERGE|CalculationValueDefinition|VISION|TW_513066_FT_FIT|USA LDG|TW_513066_FT|2018/01/01|4712/12/31|Federal
Taxes|Exempt from Federal Income Tax|||
MERGE|CalculationValueDefinition|VISION|TW_513066_FT_MED|USA LDG|TW_513066_FT|2018/01/01|4712/12/31|Federal
Taxes|Exempt from Medicare|||
MERGE|CalculationValueDefinition|VISION|TW_513066_FT_UNE|USA LDG|TW_513066_FT|2018/01/01|4712/12/31|Federal
Taxes|Exempt from Federal Unemployment|||
MERGE|CalculationValueDefinition|VISION|TW_513066_FT_SS|USA LDG|TW_513066_FT|2018/01/01|4712/12/31|Federal
Taxes|Exempt from Social Security|||
MERGE|CalculationValueDefinition|VISION|TW_513066_FT_WA|USA LDG|TW_513066_FT|2018/01/01|4712/12/31|Federal
Taxes|Exempt from Wage Accumulation|||
MERGE|CalculationValueDefinition|VISION|TW_513066_FT_MFA|USA LDG|TW_513066_FT|2018/01/01|4712/12/31|Federal
Taxes|Maximum Federal Allowances|||
MERGE|CalculationValueDefinition|VISION|TW_513066_FT_RA|USA LDG|TW_513066_FT|2018/01/01|4712/12/31|Federal
Taxes|Regular Amount|||
MERGE|CalculationValueDefinition|VISION|TW_513066_FT_RR|USA LDG|TW_513066_FT|2018/01/01|4712/12/31|Federal
Taxes|Regular Rate|||
MERGE|CalculationValueDefinition|VISION|TW_513066_FT_SA|USA LDG|TW_513066_FT|2018/01/01|4712/12/31|Federal
Taxes|Supplemental Amount|||
MERGE|CalculationValueDefinition|VISION|TW_513066_FT_SR|USA LDG|TW_513066_FT|2018/01/01|4712/12/31|Federal
Taxes|Supplemental Rate|||
MERGE|CalculationValueDefinition|VISION|TW_513066_FT_LID|USA LDG|TW_513066_FT|2018/01/01|4712/12/31|Federal
Taxes|IRS Lock in Date|||

MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_ATA|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Additional Tax Amount|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_UNE|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Exempt from State Unemployment|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_SA|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Resident State Income Tax Supplemental Amount|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_WA|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Exempt from Wage Accumulation|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_EA|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Exemption Amount|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_DIS|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Exempt from State Disability|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_NR_RR|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Nonresident State Income Tax Regular Rate|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_R_RR|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Resident State Income Tax Regular Rate|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_R_SR|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Resident State Income Tax Supplemental Rate|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_NR_SA|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Nonresident State Income Tax Supplemental Amount|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_LID|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Lock in Date|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_EX_SIT|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Exempt from State Income Tax|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_EX_MIL|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Exemption for Military Spouse|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_NR|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Nonresident|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_RWA|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Resident Wage Accumulation|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_VITW|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Voluntary Income Tax Withholding|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_NR_RA|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Nonresident State Income Tax Regular Amount|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_NR_SR|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Nonresident State Income Tax Supplemental Rate|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_ST39_R_RA|USA
LDG|TW_513066_ST39|2018/01/01|4712/12/31|State Taxes|Resident State Income Tax Regular Amount|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_PSD_R_CD|USA
LDG|TW_513066_PSD|2018/01/01|4712/12/31|Pennsylvania PSD|Resident PSD Code|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_PSD_R_SD|USA
LDG|TW_513066_PSD|2018/01/01|4712/12/31|Pennsylvania PSD|Resident School District|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_PSD_W_CD|USA
LDG|TW_513066_PSD|2018/01/01|4712/12/31|Pennsylvania PSD|Work PSD Code|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_PSD_W_SD|USA
LDG|TW_513066_PSD|2018/01/01|4712/12/31|Pennsylvania PSD|Work School District|39||
MERGE|CalculationValueDefinition|VISION|TW_513066_3_EX_CIT|USA LDG|TW_513066_3|2018/01/01|4712/12/31|County
Taxes|Exempt from County Income Tax|39|3|
MERGE|CalculationValueDefinition|VISION|TW_513066_3_EX_SD|USA LDG|TW_513066_3|2018/01/01|4712/12/31|County
Taxes|Exempt from School District|39|3|
MERGE|CalculationValueDefinition|VISION|TW_513066_3_EX_WA|USA LDG|TW_513066_3|2018/01/01|4712/12/31|County
Taxes|Exempt from Wage Accumulation|39|3|
MERGE|CalculationValueDefinition|VISION|TW_513066_3_FS|USA LDG|TW_513066_3|2018/01/01|4712/12/31|County
Taxes|Filing Status|39|3|
MERGE|CalculationValueDefinition|VISION|TW_513066_3_RWA|USA LDG|TW_513066_3|2018/01/01|4712/12/31|County
Taxes|Resident Wage Accumulation|39|3|
MERGE|CalculationValueDefinition|VISION|TW_513066_3_SD|USA LDG|TW_513066_3|2018/01/01|4712/12/31|County
Taxes|School District|39|3|
MERGE|CalculationValueDefinition|VISION|TW_513066_3040_EX_IT|USA
LDG|TW_513066_3040|2018/01/01|4712/12/31|City Taxes|Exempt from City or Township Income Tax|39|3|3040
MERGE|CalculationValueDefinition|VISION|TW_513066_3040_EX_HT|USA
LDG|TW_513066_3040|2018/01/01|4712/12/31|City Taxes|Exempt from Occupational or Head Tax|39|3|3040
MERGE|CalculationValueDefinition|VISION|TW_513066_3040_EX_DF|USA
LDG|TW_513066_3040|2018/01/01|4712/12/31|City Taxes|Exempt from School District|39|3|3040

MERGE|CalculationValueDefinition|VISION|TW_513066_3040_EX_WA|USA
LDG|TW_513066_3040|2018/01/01|4712/12/31|City Taxes|Exempt from Wage Accumulation|39|3|3040
MERGE|CalculationValueDefinition|VISION|TW_513066_3040_FS|USA LDG|TW_513066_3040|2018/01/01|4712/12/31|City
Taxes|Filing Status|39|3|3040
MERGE|CalculationValueDefinition|VISION|TW_513066_3040_RWA|USA
LDG|TW_513066_3040|2018/01/01|4712/12/31|City Taxes|Resident Wage Accumulation|39|3|3040
MERGE|CalculationValueDefinition|VISION|TW_513066_3040_SD|USA LDG|TW_513066_3040|2018/01/01|4712/12/31|City
Taxes|School District|39|3|3040
MERGE|CalculationValueDefinition|VISION|TW_513066_3000_NR_SA|USA
LDG|TW_513066_3040|2018/01/01|4712/12/31|City Taxes|Nonresident City Tax Supplemental Amount|39|3|3040
MERGE|CalculationValueDefinition|VISION|TW_513066_3040_ATA|USA
LDG|TW_513066_3040|2018/01/01|4712/12/31|City Taxes|Additional Tax Amount|39|3|3040
MERGE|CalculationValueDefinition|VISION|TW_513066_3040_R_SR|USA
LDG|TW_513066_3040|2018/01/01|4712/12/31|City Taxes|Resident City Tax Supplemental Rate|39|3|3040
MERGE|CalculationValueDefinition|VISION|TW_513066_3040_ALW|USA
LDG|TW_513066_3040|2018/01/01|4712/12/31|City Taxes|Allowances|39|3|3040
MERGE|CalculationValueDefinition|VISION|TW_513066_3040_R_RR|USA
LDG|TW_513066_3040|2018/01/01|4712/12/31|City Taxes|Resident City Tax Regular Rate|39|3|3040
MERGE|CalculationValueDefinition|VISION|TW_513066_3040_R_SA|USA
LDG|TW_513066_3040|2018/01/01|4712/12/31|City Taxes|Resident City Tax Supplemental Amount|39|3|3040
MERGE|CalculationValueDefinition|VISION|TW_513066_3040_NR_SR|USA
LDG|TW_513066_3040|2018/01/01|4712/12/31|City Taxes|Nonresident City Tax Supplemental Rate|39|3|3040
MERGE|CalculationValueDefinition|VISION|TW_513066_3040_NR_RR|USA
LDG|TW_513066_3040|2018/01/01|4712/12/31|City Taxes|Nonresident City Tax Regular Rate|39|3|3040
MERGE|CalculationValueDefinition|VISION|TW_513066_3000_R_RA|USA
LDG|TW_513066_3040|2018/01/01|4712/12/31|City Taxes|Resident City Tax Regular Amount|39|3|3040
MERGE|CalculationValueDefinition|VISION|TW_513066_3040_NR_RA|USA
LDG|TW_513066_3040|2018/01/01|4712/12/31|City Taxes|Nonresident City Tax Regular Amount|39|3|3040
urceSystemId)|EffectiveStartDate|EffectiveEndDate|ValueDefinitionName|DirCardCompDefName|Value1
MERGE|EnterableCalculationValue|VISION|TW_513066_UST_STAT_EMP|USA
LDG|TW_513066_UST_STAT_EMP|2018/01/01|4712/12/31|Statutory Employee|US Taxation|N
MERGE|EnterableCalculationValue|VISION|TW_513066_UST_PWA|USA
LDG|TW_513066_UST_PWA|2018/01/01|4712/12/31|Primary Work Address|US Taxation|DEFAULT
MERGE|EnterableCalculationValue|VISION|TW_513066_UST_DIS|USA
LDG|TW_513066_UST_DIS|2018/01/01|4712/12/31|State for Disability Calculation|US Taxation|39
MERGE|EnterableCalculationValue|VISION|TW_513066_UST_UNE|USA
LDG|TW_513066_UST_UNE|2018/01/01|4712/12/31|State for Unemployment Calculation|US Taxation|39
MERGE|EnterableCalculationValue|VISION|TW_513066_FT_FS|USA LDG|TW_513066_FT_FS|2018/01/01|4712/12/31|Filing
Status|Federal Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_FT_ATA|USA
LDG|TW_513066_FT_ATA|2018/01/01|4712/12/31|Additional Tax Amount|Federal Taxes|0
MERGE|EnterableCalculationValue|VISION|TW_513066_FT_ALW|USA
LDG|TW_513066_FT_ALW|2018/01/01|4712/12/31|Allowances|Federal Taxes|0
MERGE|EnterableCalculationValue|VISION|TW_513066_FT_FIT|USA
LDG|TW_513066_FT_FIT|2018/01/01|4712/12/31|Exempt from Federal Income Tax|Federal Taxes|N
MERGE|EnterableCalculationValue|VISION|TW_513066_FT_MED|USA
LDG|TW_513066_FT_MED|2018/01/01|4712/12/31|Exempt from Medicare|Federal Taxes|N
MERGE|EnterableCalculationValue|VISION|TW_513066_FT_UNE|USA
LDG|TW_513066_FT_UNE|2018/01/01|4712/12/31|Exempt from Federal Unemployment|Federal Taxes|N
MERGE|EnterableCalculationValue|VISION|TW_513066_FT_SS|USA LDG|TW_513066_FT_SS|2018/01/01|4712/12/31|Exempt
from Social Security|Federal Taxes|N
MERGE|EnterableCalculationValue|VISION|TW_513066_FT_WA|USA LDG|TW_513066_FT_WA|2018/01/01|4712/12/31|Exempt
from Wage Accumulation|Federal Taxes|N
MERGE|EnterableCalculationValue|VISION|TW_513066_FT_MFA|USA
LDG|TW_513066_FT_MFA|2018/01/01|4712/12/31|Maximum Federal Allowances|Federal Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_FT_RA|USA
LDG|TW_513066_FT_RA|2018/01/01|4712/12/31|Regular Amount|Federal Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_FT_RR|USA
LDG|TW_513066_FT_RR|2018/01/01|4712/12/31|Regular Rate|Federal Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_FT_SA|USA
LDG|TW_513066_FT_SA|2018/01/01|4712/12/31|Supplemental Amount|Federal Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_FT_SR|USA
LDG|TW_513066_FT_SR|2018/01/01|4712/12/31|Supplemental Rate|Federal Taxes|-999999999

MERGE|EnterableCalculationValue|VISION|TW_513066_FT_LID|USA LDG|TW_513066_FT_LID|2018/01/01|4712/12/31|IRS
Lock in Date|Federal Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_ATA|USA
LDG|TW_513066_ST39_ATA|2018/01/01|4712/12/31|Additional Tax Amount|State Taxes|0
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_UNE|USA
LDG|TW_513066_ST39_UNE|2018/01/01|4712/12/31|Exempt from State Unemployment|State Taxes|N
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_SA|USA
LDG|TW_513066_ST39_SA|2018/01/01|4712/12/31|Resident State Income Tax Supplemental Amount|State Taxes|-
999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_WA|USA
LDG|TW_513066_ST39_WA|2018/01/01|4712/12/31|Exempt from Wage Accumulation|State Taxes|N
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_EA|USA
LDG|TW_513066_ST39_EA|2018/01/01|4712/12/31|Exemption Amount|State Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_DIS|USA
LDG|TW_513066_ST39_DIS|2018/01/01|4712/12/31|Exempt from State Disability|State Taxes|N
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_NR_RR|USA
LDG|TW_513066_ST39_NR_RR|2018/01/01|4712/12/31|Nonresident State Income Tax Regular Rate|State Taxes|-
999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_R_RR|USA
LDG|TW_513066_ST39_R_RR|2018/01/01|4712/12/31|Resident State Income Tax Regular Rate|State Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_R_SR|USA
LDG|TW_513066_ST39_R_SR|2018/01/01|4712/12/31|Resident State Income Tax Supplemental Rate|State Taxes|-
999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_NR_SA|USA
LDG|TW_513066_ST39_NR_SA|2018/01/01|4712/12/31|Nonresident State Income Tax Supplemental Amount|State
Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_LID|USA
LDG|TW_513066_ST39_LID|2018/01/01|4712/12/31|Lock in Date|State Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_EX_SIT|USA
LDG|TW_513066_ST39_EX_SIT|2018/01/01|4712/12/31|Exempt from State Income Tax|State Taxes|N
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_EX_MIL|USA
LDG|TW_513066_ST39_EX_MIL|2018/01/01|4712/12/31|Exemption for Military Spouse|State Taxes|N
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_NR|USA
LDG|TW_513066_ST39_NR|2018/01/01|4712/12/31|Nonresident|State Taxes|N
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_RWA|USA
LDG|TW_513066_ST39_RWA|2018/01/01|4712/12/31|Resident Wage Accumulation|State Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_VITW|USA
LDG|TW_513066_ST39_VITW|2018/01/01|4712/12/31|Voluntary Income Tax Withholding|State Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_NR_RA|USA
LDG|TW_513066_ST39_NR_RA|2018/01/01|4712/12/31|Nonresident State Income Tax Regular Amount|State Taxes|-
999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_NR_SR|USA
LDG|TW_513066_ST39_NR_SR|2018/01/01|4712/12/31|Nonresident State Income Tax Supplemental Rate|State Taxes|-
999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_ST39_R_RA|USA
LDG|TW_513066_ST39_R_RA|2018/01/01|4712/12/31|Resident State Income Tax Regular Amount|State Taxes|-
999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_PSD_R_CD|USA
LDG|TW_513066_PSD_R_CD|2018/01/01|4712/12/31|Resident PSD Code|Pennsylvania PSD|700102
MERGE|EnterableCalculationValue|VISION|TW_513066_PSD_R_SD|USA
LDG|TW_513066_PSD_R_SD|2018/01/01|4712/12/31|Resident School District|Pennsylvania PSD|2745
MERGE|EnterableCalculationValue|VISION|TW_513066_PSD_W_CD|USA
LDG|TW_513066_PSD_W_CD|2018/01/01|4712/12/31|Work PSD Code|Pennsylvania PSD|732001
MERGE|EnterableCalculationValue|VISION|TW_513066_PSD_W_SD|USA
LDG|TW_513066_PSD_W_SD|2018/01/01|4712/12/31|Work School District|Pennsylvania PSD|2960
MERGE|EnterableCalculationValue|VISION|TW_513066_3_EX_CIT|USA
LDG|TW_513066_31_EX_CIT|2018/01/01|4712/12/31|Exempt from County Income Tax|County Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3_EX_SD|USA
LDG|TW_513066_3_EX_SD|2018/01/01|4712/12/31|Exempt from School District|County Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3_EX_WA|USA
LDG|TW_513066_3_EX_WA|2018/01/01|4712/12/31|Exempt from Wage Accumulation|County Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3_FS|USA LDG|TW_513066_3_FS|2018/01/01|4712/12/31|Filing
Status|County Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3_RWA|USA
LDG|TW_513066_3_RWA|2018/01/01|4712/12/31|Resident Wage Accumulation|County Taxes|-999999999

MERGE|EnterableCalculationValue|VISION|TW_513066_3_SD|USA LDG|TW_513066_3_SD|2018/01/01|4712/12/31|School
District|County Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_EX_IT|USA
LDG|TW_513066_3040_EX_IT|2018/01/01|4712/12/31|Exempt from City or Township Income Tax|City Taxes|-
999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_EX_HT|USA
LDG|TW_513066_3040_EX_HT|2018/01/01|4712/12/31|Exempt from Occupational or Head Tax|City Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_EX_DF|USA
LDG|TW_513066_3040_EX_DF|2018/01/01|4712/12/31|Exempt from School District|City Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_EX_WA|USA
LDG|TW_513066_3040_EX_WA|2018/01/01|4712/12/31|Exempt from Wage Accumulation|City Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_FS|USA
LDG|TW_513066_3040_FS|2018/01/01|4712/12/31|Filing Status|City Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_RWA|USA
LDG|TW_513066_3040_RWA|2018/01/01|4712/12/31|Resident Wage Accumulation|City Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_SD|USA
LDG|TW_513066_3040_SD|2018/01/01|4712/12/31|School District|City Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_NR_SA|USA
LDG|TW_513066_3040_NR_SA|2018/01/01|4712/12/31|Nonresident City Tax Supplemental Amount|City Taxes|-
999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_ATA|USA
LDG|TW_513066_3040_ATA|2018/01/01|4712/12/31|Additional Tax Amount|City Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_R_SR|USA
LDG|TW_513066_3040_R_SR|2018/01/01|4712/12/31|Resident City Tax Supplemental Rate|City Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_ALW|USA
LDG|TW_513066_3040_ALW|2018/01/01|4712/12/31|Allowances|City Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_R_RR|USA
LDG|TW_513066_3040_R_RR|2018/01/01|4712/12/31|Resident City Tax Regular Rate|City Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_R_SA|USA
LDG|TW_513066_3040_R_SA|2018/01/01|4712/12/31|Resident City Tax Supplemental Amount|City Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_NR_SR|USA
LDG|TW_513066_3040_NR_SR|2018/01/01|4712/12/31|Nonresident City Tax Supplemental Rate|City Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_NR_RR|USA
LDG|TW_513066_3040_NR_RR|2018/01/01|4712/12/31|Nonresident City Tax Regular Rate|City Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_R_RA|USA
LDG|TW_513066_3040_R_RA|2018/01/01|4712/12/31|Resident City Tax Regular Amount|City Taxes|-999999999
MERGE|EnterableCalculationValue|VISION|TW_513066_3040_NR_RA|USA
LDG|TW_513066_3040_NR_RA|2018/01/01|4712/12/31|Nonresident City Tax Regular Amount|City Taxes|-999999999
The value definition name and card component definition name do not need to be supplied on the EnterableCalculationValue rows when source keys are used to identify each record. They have been
included for ease of reading.

TAX W ITHHOLDING FOR PENSION AND ANNUITY PAYMENTS
Tax Withholding for Pension and Annuity Payments cards store all the information required to accurately compute federal and state
taxes for a retiree.
CONSIDERATIONS AND PREREQUISITES

If the product license is set to Payroll or Payroll Interface, Tax Withholding calculation cards are auto-generated for your US new hires.
You then need to:
– Update Retiree US Taxation and Federal Taxes.
– Create State Taxes applicable to the state.
– Create a tax reporting unit association for the Retiree US Taxation card component.
If your retirees were created in the Oracle Human Capital Management Cloud without a Payroll or Payroll Interface license then you
need to create the complete Tax Withholding for Pension and Annuity Payments card.
TAX W ITHHOLDING FOR PENSION AND ANNUITY PAYMENTS CALCULATION CARD RECORD TYPES
The Tax Withholding for Pension and Annuity Payments card is uploaded with HCM Data Loader using the Global Payroll
Calculation Card business object. This generic object hierarchy provides record types to support the various localization requirements.
The Tax Withholding for Pension and Annuity Payments card utilizes the following record types:
Calculation Card Record Types for Tax Withholding
COMPONENT FUNCTIONAL DESCRIPTION DISCRIMINATOR
Calculation Card Defines the calculation card type and which employee assignment it captures CalculationCard
information for.
Card Component Used to group and segregate data required by the calculation card. CardComponent
The following sections describe the card components applicable to this
calculation card and which child records are required for each card component.
Calculation Value Allows the creation of value definitions so that overriding values can be CalculationValueDefinition
Definition specified on the card component.
Details of the specific value definitions are provided in the following sections.
Enterable Calculation Used to specify an overriding value for each calculation value definition. EnterableCalculationValue
Value
Card Association Associates the calculation card with the Tax Reporting Unit the employee CardAssociation
reports to.
Card Association Detail Associates card components with the employee’s assignments. CardAssociationDetails

Calculation Card Hierarchy
The hierarchy of Calculation Card components applicable to Tax Withholding for Pension and Annuity Payments are described in
this diagram:
CALCULATION CARD: TAX W ITHHOLDING FOR PENSION AND ANNUITY PAYMENTS

Provide one Calculation Card record for every US employee you are maintaining Tax Withholding for Pension and Annuity
Payments data for.
Even if you are updating an existing calculation card and the calculation card itself is not being updated, still include the calculation card
record to group other related data supplied in the file.
Calculation Card
The Tax Withholding for Pension and Annuity Payments calculation card uses these attributes:
Calculation Card Attributes for Tax Withholding for Pension and Annuity Payments
HCM DATA LOADER

SourceSystemId CardSequence, AssignmentNumber, A unique identifier to recognize the Tax Withholding for
DirCardDefinitionName, Pension and Annuity Payments calculation card. For new
LegislativeDataGroupName calculation card provide the source key attributes. You can also
identify calculation cards with the user key attributes.

HCM DATA LOADER
source system ID.
LegislativeDataGroupName n/a The name of the legislative data group for the calculation card.
DirCardDefinitionName n/a The name of the card definition. Specify ‘Tax Withholding for
Pension and Annuity Payments’.
CardSequence n/a A number to uniquely identify this card when multiple

calculation cards for the same card definition exist for the
employee. Not required when source keys are used.
AssignmentId(SourceSyste AssignmentNumber The retiree assignment number.

mId)
EffectiveStartDate n/a The start date of the calculation card, typically the employee’s
retirement date.
CARD COMPONENT: RETIREE US TAXATION

Supply a Retiree US Taxation card component and related override values for each tax reporting unit for the employee.
The Retiree US Taxation card component uses value definition to capture override values. Value definitions are supplied using the
Card Component
The Retiree US Taxation card component uses these attributes:

Card Component Attributes for Retiree US Taxation
HCM DATA LOADER

SourceSystemId CardSequence, ComponentSequence, A unique identifier to recognize the Retiree US Taxation card
DirCardCompDefName
source system ID.
DirCardId(SourceSystemId) CardSequence, AssignmentNumber, A unique Identifier to recognize the parent Tax Withholding for
DirCardDefinitionName, Pension and Annuity Payments calculation card using the
LegislativeDataGroupName same key type used to identify the calculation card.
on the Tax Withholding for Pension and Annuity Payments
calculation card.
DirCardCompDefName n/a The name of the card component definition. Specify ‘Retiree US
Taxation’.
ComponentSequence n/a A number to uniquely identify this card component when

multiple card components for the same card component
definition exist for the employee. Not required when source
keys are used.
Context1 n/a The surrogate ID of the employee’s tax reporting unit.

ID.

The US Taxation card component utilizes value definitions to provide override values.
Value Definitions for US Taxation
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 US Taxation
HCM DATA LOADER

DirCardCompDefName,
ValueDefinitionName
source system ID.
SourceId(SourceSystemId) CardSequence, ComponentSequence, A unique identifier to recognize the parent Retiree US Taxation
AssignmentNumber, card component using the same key type used to identify the
DirCardDefinitionName, card component.
EffectiveStartDate n/a The start date of the Retiree US Taxation card component, or
the date the calculation value definition starts if later.

Enterable Calculation Value Attributes for US Taxation
HCM DATA LOADER

ValueDefinitionName
source system ID.

HCM DATA LOADER

effective history.
changes.
value.
CARD COMPONENT: FEDERAL TAX

The Federal Tax card component is used to capture information that will impact Federal Tax calculations for the retiree.
Each Tax Withholding for Pension and Annuity Payments calculation card should have one Federal Tax card component.
The Federal Tax card component uses value definitions to capture override values. Value definitions are supplied using the Calculation
Card Component
The Federal Tax card component uses these attributes:

Card Component Attributes for Federal Taxes
HCM DATA LOADER

SourceSystemId CardSequence, ComponentSequence, A unique identifier to recognize the Federal Tax card
DirCardCompDefName
source system ID.
DirCardId(SourceSystemId) CardSequence, AssignmentNumber, A unique identifier to recognize the parent Tax Withholding for
DirCardDefinitionName, Pension and Annuity Payments calculation card using the
on the Tax Withholding for Pension and Annuity Payments
calculation card.
DirCardCompDefName n/a The card component name. Example, specify ‘Federal Tax’
ComponentSequence n/a A number to uniquely identify this card component when

multiple card components for the same card component
definition exist for the employee. Not required when source
keys are used.

The Federal Tax card component utilizes value definitions to supply override values.
Value Definitions for Federal Taxes
Filing Status Determines which tax chart to use when calculating the Federal Tax to be deducted from the
retiree’s pay.
Allowances An exemption that reduces how much Federal Income Tax is deducted from the retiree’s
pension and annuity payments.
Additional Tax Amount Additional tax amount to withhold for the retiree’s Federal Tax.
Exempt from Federal Income Tax To indicate no Federal Income Tax withholding.

Exempt from Wage Accumulation To indicate no Federal Income Tax withholding and no Federal Income Tax wage accumulation.
Maximum Federal Allowances This field is not currently used.
Regular Amount Used to indicate a flat withholding amount for Regular pay runs.
Regular Rate Used to indicate a percentage withholding for Regular pay runs.
Supplemental Amount Used to indicate a flat withholding amount for Supplemental pay runs.
Supplemental Rate Used to indicate a percentage withholding for Supplemental pay runs.
IRS Lock in Date Date when IRS lock-in letter is effective.
Calculation Value Definition Attributes for Federal Tax
HCM DATA LOADER

DirCardCompDefName,
ValueDefinitionName
source system ID.
SourceId(SourceSystemId) CardSequence, ComponentSequence, A unique identifier to recognize the parent Federal Tax card
EffectiveStartDate n/a The start date of the Federal Tax card component, or the date


Enterable Calculation Value Attributes for Federal Tax
HCM DATA LOADER

ValueDefinitionName
source system ID.

effective history.
changes.
value.
CARD COMPONENT: STATE TAX

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.

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.
Card Component
The State Tax card component uses these attributes:
Card Component Attributes for State Taxes
HCM DATA LOADER

SourceSystemId CardSequence, ComponentSequence, A unique identifier to recognize the State Tax card component.
AssignmentNumber, For new card components supply the source key attributes. You
DirCardDefinitionName, can also identify card component records using the user key
DirCardCompDefName
source system ID.
DirCardId(SourceSystemId) CardSequence, AssignmentNumber, A unique identifier to recognize the parent Tax Withholding for
DirCardDefinitionName, Pensions and Annuity Payments calculation card using the
on the Tax Withholding for Pensions and Annuity Payments
calculation card.
DirCardCompDefName n/a The card component name. Example, specify ‘State Tax’.
ComponentSequence n/a The number that identifies the US state.

HCM DATA LOADER

The State Tax card component utilizes value definitions to supply override values.
This table lists the value definitions that are common for all US states. Please refer to the “Calculation
Cards – Supporting BI Publisher Reports” document on My Oracle Support under document ID:
2558276.1, for details on how to retrieve value definitions and lookup types for all states, including
those that are state specific.
Global Value Definitions for State Tax
Filing Status A category that determines which tax chart to use when calculating the tax to be
deducted from an employee’s pay.
Allowances An exemption that reduces how much income tax is deducted from an employee’s pay.
Nonresident Indicates if the employee is a nonresident of that state.
Voluntary Income Tax Withholding For voluntary tax withholding for that state.
Resident Wage Accumulation For use in determining courtesy withholding rules.
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.
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.
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.
Additional Tax Amount Additional tax amount to withhold for the employee’s state tax.
Nonresident State Income Tax Supplemental The supplemental tax rate for the nonresident state tax.
Rate
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.

Optional Calculation Method For states with optional calculation methods.
Calculation Value Definition Attributes for State Tax
HCM DATA LOADER

DirCardCompDefName,
ValueDefinitionName
source system ID.
SourceId(SourceSystemId) CardSequence, ComponentSequence, A unique identifier to recognize the parent State Tax card
EffectiveStartDate n/a The start date of the State Tax card component, or the date the
calculation value definition starts if later.

Enterable Calculation Value Attributes for State Taxes
HCM DATA LOADER

ValueDefinitionName

HCM DATA LOADER
source system ID.

effective history.
changes.
value.
EXAMPLE FILES
Creating a Tax Withholding for Pension and Annuity Payments Card

This example file creates a complete Tax Withholding for Pensions and Annuity Payments card for a retiree in Colorado. You would
create the whole card when the Tax Withholding for Pensions and Annuity Payments card has not be auto-generated for the
retiree.
The CalculationCard.dat file is used to upload Tax Withholding for Pensions and Annuity Payments calculation cards with HCM
Data Loader.
Example File 4: Creating Tax Withholding for Pension and Annunity Payments card
MERGE|CalculationCard|VISION|TWR_191683|USA LDG|Tax Withholding for Pension and Annuity
Payments|2018/01/01|4712/12/31|E191683
MERGE|CardComponent|VISION|TWRUT_191683|USA LDG|TWR_191683|2018/01/01|4712/12/31|Retiree US
Taxation|300100098567126
MERGE|CardComponent|VISION|TWRFT_191683|USA LDG|TWR_191683|2018/01/01|4712/12/31|Federal Tax|
MERGE|CardComponent|VISION|TWRST_191683|USA LDG|TWR_191683|2018/01/01|4712/12/31|State Tax|6
METADATA|CardAssociation|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId
)|EffectiveStartDate|EffectiveEndDate|TaxReportingUnitName

MERGE|CardAssociation|VISION|SSIHCMASSOC1|USA LDG|SSIHCMCARD1|2018/01/01|4712/12/31|ZHRX_INVL_TRU2
METADATA|CardAssociationDetail|SourceSystemOwner|SourceSystemId|DirRepCardId(SourceSystemId)|DirCardCompDef
Name|EffectiveStartDate|EffectiveEndDate|AssociationAssignmentNumber
MERGE|CardAssociationDetail|VISION|SSIHCMASSOCDET1|SSIHCMASSOC1|Retiree US
Taxation|2018/01/01|4712/12/31|15516334191683
ceSystemId)|EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|ValueDefinitionName|Context1
MERGE|CalculationValueDefinition|VISION|TWRUT_191683_CT|USA LDG|TWRUT_191683|2018/01/01|4712/12/31|Retiree
US Taxation|Cumulative Taxation|
MERGE|CalculationValueDefinition|VISION|TWRUT_191683_SE|USA LDG|TWRUT_191683|2018/01/01|4712/12/31|Retiree
US Taxation|Statutory Employee|
MERGE|CalculationValueDefinition|VISION|TWRUT_191683_WA|USA LDG|TWRUT_191683|2018/01/01|4712/12/31|Retiree
US Taxation|Primary Work Address|
MERGE|CalculationValueDefinition|VISION|TWRFT_191683_RA|USA LDG|TWRFT_191683|2018/01/01|4712/12/31|Federal
Tax|Regular Amount|
MERGE|CalculationValueDefinition|VISION|TWRFT_191683_MFA|USA LDG|TWRFT_191683|2018/01/01|4712/12/31|Federal
Tax|Maximum Federal Allowances|
MERGE|CalculationValueDefinition|VISION|TWRFT_191683_EWA|USA LDG|TWRFT_191683|2018/01/01|4712/12/31|Federal
Tax|Exempt from Wage Accumulation|
MERGE|CalculationValueDefinition|VISION|TWRFT_191683_EFI|USA LDG|TWRFT_191683|2018/01/01|4712/12/31|Federal
Tax|Exempt from Federal Income Tax|
MERGE|CalculationValueDefinition|VISION|TWRFT_191683_ATA|USA LDG|TWRFT_191683|2018/01/01|4712/12/31|Federal
Tax|Additional Tax Amount|
MERGE|CalculationValueDefinition|VISION|TWRFT_191683_ILD|USA LDG|TWRFT_191683|2018/01/01|4712/12/31|Federal
Tax|IRS Lock in Date|
MERGE|CalculationValueDefinition|VISION|TWRFT_191683_ALW|USA LDG|TWRFT_191683|2018/01/01|4712/12/31|Federal
Tax|Allowances|
MERGE|CalculationValueDefinition|VISION|TWRFT_191683_FS|USA LDG|TWRFT_191683|2018/01/01|4712/12/31|Federal
Tax|Filing Status|
MERGE|CalculationValueDefinition|VISION|TWRFT_191683_SR|USA LDG|TWRFT_191683|2018/01/01|4712/12/31|Federal
Tax|Supplemental Rate|
MERGE|CalculationValueDefinition|VISION|TWRFT_191683_SA|USA LDG|TWRFT_191683|2018/01/01|4712/12/31|Federal
Tax|Supplemental Amount|
MERGE|CalculationValueDefinition|VISION|TWRFT_191683_RR|USA LDG|TWRFT_191683|2018/01/01|4712/12/31|Federal
Tax|Regular Rate|
MERGE|CalculationValueDefinition|VISION|TWRST_191683_ALW|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Allowances|6
MERGE|CalculationValueDefinition|VISION|TWRST_191683_FS|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Filing Status|6
MERGE|CalculationValueDefinition|VISION|TWRST_191683_EWA|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Exempt from Wage Accumulation|6
MERGE|CalculationValueDefinition|VISION|TWRST_191683_EAT|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Exemption Amount|6
MERGE|CalculationValueDefinition|VISION|TWRST_191683_RWA|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Resident Wage Accumulation|6
MERGE|CalculationValueDefinition|VISION|TWRST_191683_VITW|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Voluntary Income Tax Withholding|6
MERGE|CalculationValueDefinition|VISION|TWRST_191683_NR|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Nonresident|6
MERGE|CalculationValueDefinition|VISION|TWRST_191683_EMS|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Exemption for Military Spouse|6
MERGE|CalculationValueDefinition|VISION|TWRST_191683_ESIT|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Exempt from State Income Tax|6
MERGE|CalculationValueDefinition|VISION|TWRST_191683_ATA|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Additional Tax Amount|6
MERGE|CalculationValueDefinition|VISION|TWRST_191683_NSSR|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Nonresident State Income Tax Supplemental Rate|6
MERGE|CalculationValueDefinition|VISION|TWRST_191683_NSRR|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Nonresident State Income Tax Regular Rate|6
MERGE|CalculationValueDefinition|VISION|TWRST_191683_NSRA|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Nonresident State Income Tax Regular Amount|6
MERGE|CalculationValueDefinition|VISION|TWRST_191683_RSSR|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Resident State Income Tax Supplemental Rate|6

MERGE|CalculationValueDefinition|VISION|TWRST_191683_RSRR|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Resident State Income Tax Regular Rate|6
MERGE|CalculationValueDefinition|VISION|TWRST_191683_RSRA|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Resident State Income Tax Regular Amount|6
MERGE|CalculationValueDefinition|VISION|TWRST_191683_OCM|USA LDG|TWRST_191683|2018/01/01|4712/12/31|State
Tax|Optional Calculation Method|6
MERGE|EnterableCalculationValue|VISION|TWRUT_191683_CT|USA LDG|TWRUT_191683_CT|2018/01/01|4712/12/31|N
MERGE|EnterableCalculationValue|VISION|TWRUT_191683_SE|USA LDG|TWRUT_191683_SE|2018/01/01|4712/12/31|N
MERGE|EnterableCalculationValue|VISION|TWRUT_191683_WA|USA LDG|TWRUT_191683_WA|2018/01/01|4712/12/31|-
999999999
MERGE|EnterableCalculationValue|VISION|TWRFT_191683_RA|USA LDG|TWRFT_191683_RA|2018/01/01|4712/12/31|-
999999999
MERGE|EnterableCalculationValue|VISION|TWRFT_191683_MFA|USA LDG|TWRFT_191683_MFA|2018/01/01|4712/12/31|-
999999999
MERGE|EnterableCalculationValue|VISION|TWRFT_191683_EWA|USA LDG|TWRFT_191683_EWA|2018/01/01|4712/12/31|N
MERGE|EnterableCalculationValue|VISION|TWRFT_191683_EFI|USA LDG|TWRFT_191683_EFI|2018/01/01|4712/12/31|N
MERGE|EnterableCalculationValue|VISION|TWRFT_191683_ATA|USA LDG|TWRFT_191683_ATA|2018/01/01|4712/12/31|20
MERGE|EnterableCalculationValue|VISION|TWRFT_191683_ILD|USA LDG|TWRFT_191683_ILD|2018/01/01|4712/12/31|-
999999999
MERGE|EnterableCalculationValue|VISION|TWRFT_191683_ALW|USA LDG|TWRFT_191683_ALW|2018/01/01|4712/12/31|2
MERGE|EnterableCalculationValue|VISION|TWRFT_191683_FS|USA LDG|TWRFT_191683_FS|2018/01/01|4712/12/31|2
MERGE|EnterableCalculationValue|VISION|TWRFT_191683_SR|USA LDG|TWRFT_191683_SR|2018/01/01|4712/12/31|-
999999999
MERGE|EnterableCalculationValue|VISION|TWRFT_191683_SA|USA LDG|TWRFT_191683_SA|2018/01/01|4712/12/31|-
999999999
MERGE|EnterableCalculationValue|VISION|TWRFT_191683_RR|USA LDG|TWRFT_191683_RR|2018/01/01|4712/12/31|-
999999999
MERGE|EnterableCalculationValue|VISION|TWRST_191683_ALW|USA LDG|TWRST_191683_ALW|2018/01/01|4712/12/31|2
MERGE|EnterableCalculationValue|VISION|TWRST_191683_FS|USA LDG|TWRST_191683_FS|2018/01/01|4712/12/31|2
MERGE|EnterableCalculationValue|VISION|TWRST_191683_EWA|USA LDG|TWRST_191683_EWA|2018/01/01|4712/12/31|N
MERGE|EnterableCalculationValue|VISION|TWRST_191683_EAT|USA LDG|TWRST_191683_EAT|2018/01/01|4712/12/31|-
999999999
MERGE|EnterableCalculationValue|VISION|TWRST_191683_RWA|USA
LDG|TWRST_191683_RWA|2018/01/01|4712/12/31|DEFAULT
MERGE|EnterableCalculationValue|VISION|TWRST_191683_VITW|USA LDG|TWRST_191683_VITW|2018/01/01|4712/12/31|N
MERGE|EnterableCalculationValue|VISION|TWRST_191683_NR|USA LDG|TWRST_191683_NR|2018/01/01|4712/12/31|N
MERGE|EnterableCalculationValue|VISION|TWRST_191683_EMS|USA LDG|TWRST_191683_EMS|2018/01/01|4712/12/31|N
MERGE|EnterableCalculationValue|VISION|TWRST_191683_ESIT|USA LDG|TWRST_191683_ESIT|2018/01/01|4712/12/31|N
MERGE|EnterableCalculationValue|VISION|TWRST_191683_ATA|USA LDG|TWRST_191683_ATA|2018/01/01|4712/12/31|25
MERGE|EnterableCalculationValue|VISION|TWRST_191683_NSSR|USA LDG|TWRST_191683_NSSR|2018/01/01|4712/12/31|-
999999999
MERGE|EnterableCalculationValue|VISION|TWRST_191683_NSRR|USA LDG|TWRST_191683_NSRR|2018/01/01|4712/12/31|-
999999999
MERGE|EnterableCalculationValue|VISION|TWRST_191683_NSRA|USA LDG|TWRST_191683_NSRA|2018/01/01|4712/12/31|-
999999999
MERGE|EnterableCalculationValue|VISION|TWRST_191683_RSSR|USA LDG|TWRST_191683_RSSR|2018/01/01|4712/12/31|-
999999999
MERGE|EnterableCalculationValue|VISION|TWRST_191683_RSRR|USA LDG|TWRST_191683_RSRR|2018/01/01|4712/12/31|-
999999999
MERGE|EnterableCalculationValue|VISION|TWRST_191683_RSRA|USA LDG|TWRST_191683_RSRA|2018/01/01|4712/12/31|-
999999999
MERGE|EnterableCalculationValue|VISION|TWRST_191683_OCM|USA LDG|TWRST_191683_OCM|2018/01/01|4712/12/31|-
999999999

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White Paper Loading Calculation Cards for US Tax Withholding
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2 W HITE PAPER / Loading Calculation Cards for US Tax Withholding

Example .dat Files 5

Reviewing HCM Data Loader File Examples 5

Calculation Card: Tax Withholding 9

Card Component: US Taxation 10

Card Component: Federal Taxes 15

Card Component: State Taxes 20

Card Component: County Taxes 25

Card Component: City Taxes 29

Card Component: Pennsylvania PSD 33

Card Association: Tax Withholding 39

Tax Withholding for Pension and Annuity Payments 52

Card Component: Retiree US Taxation 54

Card Component: Federal Tax 57

Card Component: State Tax 60

3 W HITE PAPER / Loading Calculation Cards for US Tax Withholding

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HOW TO USE THE INFORMATION IN THIS DOCUMENT

EXAMPLE .DAT FILES

REVIEW ING HCM DATA LOADER FILE EXAMPLES

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CONSIDERATIONS AND PREREQUISITES FOR MAINTAINING CALCULATION CARDS

Identifying Auto-generated Calculation Cards

Creating New Calculation Cards

Updating Existing Calculation Cards

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CONSIDERATIONS AND PREREQUISITES

– Update US Taxation and Federal Taxes.

TAX W ITHHOLDING CALCULATION CARD RECORD TYPES

Calculation Card Record Types for Tax Withholding

COMPONENT FUNCTIONAL DESCRIPTION DISCRIMINATOR

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Calculation Card Attributes for Tax Withholding

HCM DATA LOADER

SourceSystemId CardSequence, AssignmentNumber, A unique identifier to recognize the Tax Withholding

CardSequence n/a A number to uniquely identify this card when multiple

AssignmentId(SourceSyste AssignmentNumber The employee assignment number.

Example File Lines

SOURCE KEY EXAMPLE

USER KEY EXAMPLE

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Card Component Hierarchy

Card Component Attributes for US Taxation

HCM DATA LOADER

SourceSystemId CardSequence, ComponentSequence, A unique identifier to recognize the US Taxation card

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EffectiveEndDate n/a An optional end date for the card component.

ComponentSequence n/a The component record’s sequence number. For example,

Context1 n/a The surrogate ID of the employee’s tax reporting unit. It is an

Calculation Value Definition

Value Definitions for US Taxation

VALUE DEFINITION NAME FUNCTIONAL DESCRIPTION

Statutory Employee Identifies an independent contractor as an employee by statute.

Calculation Value Definition Attributes for US Taxation

HCM DATA LOADER

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Enterable Calculation Value

Enterable Calculation Value Attributes for US Taxation

HCM DATA LOADER

EffectiveStartDate n/a The EffectiveStartDate of the parent calculation value definition