In this article, we will look into loading the calculation card for US legislation.
Calculation cards capture values required for payroll calculations. Each calculation card comprises one or more components, and each component may have one or more component details, allowing data to be grouped in a logical manner. eg: In the Court Order and Student Loan card, each component corresponds to a different type of court order and information relating to that order is entered in the component details.
For US taxation card, there would be Federal Taxes and State Taxes.
Key Components of Calc Cards:
Card Association -> Association Details
Card Component -> Component Details
Sample CalculationCard.dat for loading Tax Card for US Legislation:
METADATA|CalculationCard|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequence|AssignmentNumber
MERGE|CalculationCard|US Legislative Data Group|2023/01/01|Tax Withholding|1|E12345
METADATA|CardAssociation|LegislativeDataGroupName|DirCardDefinitionName|CardSequence|AssignmentNumber|EffectiveStartDate|TaxReportingUnitName
MERGE|CardAssociation|US Legislative Data Group|Tax Withholding|1|E12345|2023/01/01|Fusion HCM KB LLC
METADATA|CardAssociationDetail|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequence|AssignmentNumber|TaxReportingUnitName|DirCardCompDefName|ComponentSequence|AssociationAssignmentNumber
MERGE|CardAssociationDetail|US Legislative Data Group|2023/01/01|Tax Withholding|1|E12345|Fusion HCM KB LLC|US Taxation|1|E12345
METADATA|CardComponent|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequence|DirCardCompDefName|ComponentSequence|AssignmentNumber|Context1
MERGE|CardComponent|US Legislative Data Group|2023/01/01|Tax Withholding|1|US Taxation|1|E12345|300000001659029
MERGE|CardComponent|US Legislative Data Group|2023/01/01|Tax Withholding|1|Federal Taxes|1|E12345|
MERGE|CardComponent|US Legislative Data Group|2023/01/01|Tax Withholding|1|State Taxes|1|E12345|5
METADATA|CalculationValueDefinition|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequence|DirCardCompDefName|ComponentSequence|AssignmentNumber|Context1|ValueDefinitionName
MERGE|CalculationValueDefinition|US Legislative Data Group|2023/01/01|Tax Withholding|1|Federal Taxes|1|E12345||Exempt from Federal Income Tax
MERGE|CalculationValueDefinition|US Legislative Data Group|2023/01/01|Tax Withholding|1|Federal Taxes|1|E12345||Exempt from Medicare
MERGE|CalculationValueDefinition|US Legislative Data Group|2023/01/01|Tax Withholding|1|Federal Taxes|1|E12345||Exempt from Federal Unemployment
MERGE|CalculationValueDefinition|US Legislative Data Group|2023/01/01|Tax Withholding|1|Federal Taxes|1|E12345||Exempt from Social Security
MERGE|CalculationValueDefinition|US Legislative Data Group|2023/01/01|Tax Withholding|1|Federal Taxes|1|E12345||Exempt from Wage Accumulation
MERGE|CalculationValueDefinition|US Legislative Data Group|2023/01/01|Tax Withholding|1|Federal Taxes|1|E12345||Filing Status
MERGE|CalculationValueDefinition|US Legislative Data Group|2023/01/01|Tax Withholding|1|Federal Taxes|1|E12345||Allowances
MERGE|CalculationValueDefinition|US Legislative Data Group|2023/01/01|Tax Withholding|1|State Taxes|1|E12345||Exemption for Military Spouse
MERGE|CalculationValueDefinition|US Legislative Data Group|2023/01/01|Tax Withholding|1|State Taxes|1|E12345||Resident Wage Accumulation
MERGE|CalculationValueDefinition|US Legislative Data Group|2023/01/01|Tax Withholding|1|State Taxes|1|E12345||Exempt from State Income Tax
MERGE|CalculationValueDefinition|US Legislative Data Group|2023/01/01|Tax Withholding|1|State Taxes|1|E12345||Exempt from State Disability
MERGE|CalculationValueDefinition|US Legislative Data Group|2023/01/01|Tax Withholding|1|State Taxes|1|E12345||Exempt from State Unemployment
MERGE|CalculationValueDefinition|US Legislative Data Group|2023/01/01|Tax Withholding|1|State Taxes|1|E12345|5|Filing Status
MERGE|CalculationValueDefinition|US Legislative Data Group|2023/01/01|Tax Withholding|1|State Taxes|1|E12345|5|Allowances
METADATA|EnterableCalculationValue|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|CardSequence|DirCardCompDefName|ComponentSequence|AssignmentNumber|ValueDefinitionName|Value1
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|US Taxation|1|E12345|Statutory Employee|N
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|US Taxation|1|E12345|Statutory Employee|N
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|US Taxation|1|E12345|Primary Work Address|
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|US Taxation|1|E12345|State for Disability Calculation|5
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|US Taxation|1|E12345|State for Unemployment Calculation|5
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|Federal Taxes|1|E12345|Filing Status|1
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|Federal Taxes|1|E12345|Allowances|1
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|Federal Taxes|1|E12345|Additional Tax Amount|
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|Federal Taxes|1|E12345|Exempt from Federal Income Tax|N
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|Federal Taxes|1|E12345|Exempt from Medicare|N
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|Federal Taxes|1|E12345|Exempt from Federal Unemployment|N
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|Federal Taxes|1|E12345|Exempt from Social Security|N
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|Federal Taxes|1|E12345|Exempt from Wage Accumulation|N
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|State Taxes|1|E12345|Exemption for Military Spouse|N
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|State Taxes|1|E12345|Resident Wage Accumulation|DEFAULT
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|State Taxes|1|E12345|Exempt from State Income Tax|N
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|State Taxes|1|E12345|Exempt from State Disability|N
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|State Taxes|1|E12345|Exempt from State Unemployment|N
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|State Taxes|1|E12345|Filing Status|1
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|State Taxes|1|E12345|Allowances|1
MERGE|EnterableCalculationValue|US Legislative Data Group|2023/01/01|Tax Withholding|1|State Taxes|1|E12345|Exempt from Wage Accumulation|N
