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PRTAXID FILE
Tax Identification Number
Contains the user-defined tax authority. Tax authorities provide a link
between the Payroll system and the Business Software, Inc. tax tables. You can
define tax authorities for a company or for a specific process level.
Tax deductions must be tied to the appropriate BSI tax codes for proper
calculation. Reports are available in the BSI system to provide listings of
tax codes.
This file also contains additional EINs (Employer Identification Numbers) for
the company or process level as well as the minimum wage defined for the tax
authority, and additional information required by specific states for state
reporting.
REFERENCED BY
PR160 PR180 PR206 PR227 PR250 PR251
PR252 PR253 PR287 PR290 PR291 PR292
PR294 PR296 PR297 PR299 PR80.2 UK145
UK201
UPDATED BY
HR00.1 HR01.1 PR06.1 PR06.2 PR06.4 PR06.5
PR06.6 PR06.7 PR06.8 PR06.9 PR07.1 PR07.2
PR07.3 PR07.4 PR07.5 PR07.6 PR07.7 PR07.8
PR07.9 PR67.1 PR67.2 PR67.3 PR67.4 PR67.6
PR67.7 PR67.8 PR67.9 PR68.1 UK06.1
FIELD NAME DESCRIPTION/VALID VALUES UPDATED BY
PTI-TAX-ID-CODE Alpha 10 PR06.1 PR06.2
Element: Tax Id Code Contains the user-defined tax PR06.4 PR06.5
authority. PR06.6 PR06.7
PR06.8 PR06.9
PR07.1 PR07.2
PR07.3 PR07.4
PR07.5 PR07.6
PR07.7 PR07.8
PR07.9 PR67.1
PR67.2 PR67.3
PR67.4 PR67.6
PR67.7 PR67.8
PR67.9 PR68.1
UK06.1
PTI-COMPANY Numeric 4 PR06.2 PR06.4
Element: Company Hr Contains the company number for state PR06.5 PR06.6
type tax authorities that require this PR06.7 PR06.8
additional information for quarterly PR06.9 PR07.1
reporting. PR07.2 PR07.3
PR07.4 PR07.5
PR07.6 PR07.7
PR07.8 PR07.9
PR67.1 PR67.2
PR67.3 PR67.4
PR67.6 PR67.7
PR67.8 PR67.9
PR68.1 UK06.1
PTI-PROCESS-LEVEL Alpha 5 PR06.2 PR06.4
Element: Process Lev HrContains the process level for state PR06.5 PR06.6
type tax authorities that require this PR06.7 PR06.8
additional information for quarterly PR06.9 PR07.1
reporting. PR07.2 PR07.3
PR07.4 PR07.5
PR07.6 PR07.7
PR07.8 PR07.9
PR67.1 PR67.2
PR67.3 PR67.4
PR67.6 PR67.7
PR67.8 PR67.9
PR68.1 UK06.1
PTI-TAX-ID-NBR Alpha 20 PR06.1 PR06.2
Element: Tax Id Contains the employer identification
number associated with the tax
authority.
PTI-EMP-ACCT-NBR Alpha 20 PR06.1 PR06.2
Element: Emp Acct Nbr Contains the employer account number
associated with the tax authority.
PTI-CONTACT-TITLE Alpha 30 PR06.4 PR07.1
Element: Contact Title Contains the title of the individual PR07.2 PR07.3
who is the contact person. This applies PR07.5 PR67.1
only to states that required this PR67.6 PR67.9
additional information for quarterly
reporting.
PTI-CONTACT-AREA Numeric 3 PR06.4 PR07.1
Element: Contact Area Contains the area code portion of the PR07.2 PR07.3
telephone number for the contact person PR07.5 PR67.1
defined for the tax authority. This PR67.6 PR67.9
applies to state type tax authorities
that require this additional information
for quarterly reporting.
PTI-CONTACT-PRE Numeric 3 PR06.4 PR07.1
Element: Contact Pre Contains the prefix portion of the PR07.2 PR07.3
telephone number for the contact person PR07.5 PR67.1
defined for the tax authority. This PR67.6 PR67.9
applies only to state type tax
authorities that require this additional
information for quarterly reporting.
PTI-CONTACT-SUF Numeric 4 PR06.4 PR07.1
Element: Contact Suf Contains the suffix portion of the PR07.2 PR07.3
telephone number for the contact person PR07.5 PR67.1
defined for the tax authority. This PR67.6 PR67.9
applies only to state type tax
authorities that require this additional
information for quarterly reporting.
PTI-CONTACT-EXT Numeric 4 PR06.4 PR07.1
Element: Contact Ext Contains the telephone extension number PR07.2 PR07.3
for the contact person defined for the PR07.5 PR67.1
tax authority. This applies only to PR67.6 PR67.9
state type tax authorities that require
this additional information.
PTI-TAX-TYPE-CODE Alpha 1 PR06.4 PR07.6
Element: Tax Type Code Contains the value that indicates if
the employer is a T (Taxable Employer)
or a non-profit, R (Reimbursable
Employer).
PTI-UI-TAX-RATE Signed 5.3 PR06.4 PR06.9
Element: Ui Tax Rate Contains the unemployment insurance tax PR07.1 PR07.2
rate defined for the tax authority. This PR07.5 PR67.1
applies only to state type tax PR67.3 PR67.9
authorities that require this additional PR68.1
information for quarterly reporting.
PTI-UNDERPAYMENT Signed 11.2 PR06.4 PR07.1
Element: Underpayment Contains the underpayment from the PR07.4 PR07.5
previous quarter. This applies only to PR07.8 PR67.3
state type tax authorities that require
this additional information for
quarterly reporting.
PTI-INTEREST Signed 11.2 PR06.4 PR07.1
Element: Interest Contains the interest amount associated PR07.5 PR67.1
with tax authority. This applies only to PR67.3 PR68.1
state type tax authorities that require
this additional information for
quarterly reporting.
PTI-PENALTY Signed 11.2 PR06.4 PR07.1
Element: Penalty Contains the penalty amount associated PR07.5 PR67.1
with the tax authority. This applies PR67.3
only to state type tax authorities that
require this additional information for
quarterly reporting.
PTI-CREDIT Signed 11.2 PR06.4 PR07.1
Element: Credit Contains credits or overpayments that PR07.5 PR67.3
are associated with the tax authority. PR67.9
This applies only to state type tax
authorities that require this additional
information for quarterly reporting.
PTI-MONTH-1-EMPS Numeric 7 PR06.4 PR06.9
Element: Month 1 Emps Contains the number of employees PR07.1 PR07.2
covered by unemployment insurance who PR07.3 PR07.4
worked or received pay for the first PR07.5 PR07.6
month of the quarter, including the 12th PR07.8 PR67.1
day of the month. This applies only to PR67.3 PR67.4
state type tax authorities that require PR67.9 PR68.1
this additional information for
quarterly reporting.
PTI-MONTH-2-EMPS Numeric 7 PR06.4 PR06.9
Element: Month 2 Emps Contains the number of employees PR07.1 PR07.2
covered by unemployment insurance who PR07.3 PR07.4
worked or received pay in the second PR07.5 PR07.6
month of the quarter including the 12th PR07.8 PR67.1
day of the month. This applies only to PR67.3 PR67.4
state type tax authorities that require PR67.9 PR68.1
this additional information for
quarterly reporting.
PTI-MONTH-3-EMPS Numeric 7 PR06.4 PR06.9
Element: Month 3 Emps Contains the number of employees PR07.1 PR07.2
covered by unemployment insurance who PR07.3 PR07.4
worked or received pay for the third PR07.5 PR07.6
month of the quarter, including the 12th PR07.8 PR67.1
day of the month. This applies only to PR67.3 PR67.4
state type tax authorities that require PR67.9 PR68.1
this additional information for
quarterly reporting.
PTI-DOC-CNTRL-NBR Alpha 9 PR06.4 PR67.9
Element: Doc Cntrl Nbr Contains the document control number.
This applies only to state type tax
authorities that require this additional
information for quarterly reporting.
PTI-TAPE-AUTH-NBR Numeric 4 PR06.5 PR07.9
Element: Tape Auth Nbr Contains the number assigned when
authorization is granted, WR-43
(Magnetic Tape Transmittal Form). This
applies only to state type tax
authorities that require this additional
information for quarterly reporting.
PTI-MULTI-CODE Numeric 1
Element: Multi Code Contains the value that indicates if
the employer has employees in more than
one county or industry. A value of 0
(zero) indicates No, and a value of 1
indicates Yes. This applies only to
state type tax authorities that require
this additional information for
quarterly reporting.
PTI-MULTI-LOC Numeric 1
Element: Multi Loc Contains the value that indicates if
the employer has employees at more than
one location within the county. A value
of 1 indicates Yes, and zero indicates
No. This applies only to state type tax
authorities that require this additional
information for quarterly reporting.
PTI-REMITTER-NBR Numeric 6 PR06.7 PR06.9
Element: Remitter Nbr Contains the remitter number assigned PR67.1
to the tax authority for the company or
process level. The remitter number is
used to track and process magnetic
media. This only applies to state type
tax authorities that require this
additional information for quarterly
reporting.
PTI-SUFFIX-CODE Alpha 5 PR06.4 PR06.5
Element: Suffix Code Contains the suffix code assigned to PR06.6 PR06.7
the company or process level. This only PR06.8 PR06.9
applies to state type tax authorities PR07.1 PR07.6
that require this additional information PR07.7 PR67.1
for quarterly reporting. PR67.2 PR67.6
PR67.7 PR67.8
PTI-EMPLOY-CODE Alpha 1 PR06.2
Element: Employ Code A = Agriculture
H = Household
M = Military
Q = Medicare Qualified Gov't EE
X = Railroad
R = Regular
" " = Regular
PTI-TAX-DIST-NBR Alpha 3 UK06.1
Element: Tax Dist Nbr
PTI-TAX-DIST-NAME Alpha 40 UK06.1
Element: Tax Dist Name
PTI-TAX-OFF-REF Alpha 7 UK06.1
Element: Tax Off Ref
PTI-YE-PERMIT-NBR Alpha 12 UK06.1
Element: Ye Permit Nbr
PTI-ECON-NBR Alpha 9 UK06.1
Element: Econ Nbr To be valid, Econ Nbr field must be
entered as an 'E' character followed by
7 digits between 3,000,000 and
3,900,000 then a final alphabetic
character.
Valid Examples could include E3121552K
or E3899121M or E3000345H.
PTI-ADDR1 Alpha 30 (Lower Case) UK06.1
Element: Addr1 This field contains the first line of
address information.
PTI-ADDR2 Alpha 30 (Lower Case) UK06.1
Element: Addr1 This field contains the first line of
address information.
PTI-ADDR3 Alpha 30 (Lower Case) UK06.1
Element: Addr1 This field contains the first line of
address information.
PTI-ADDR4 Alpha 30 (Lower Case) UK06.1
Element: Addr1 This field contains the first line of
address information.
PTI-STATE Alpha 2
Element: State This field contains the two-character
state code of the address.
PTI-ZIP Alpha 10 UK06.1
Element: Zip This field contains the postal code of
the address.
PRTAXID FILE INDEX
NAME KEY FIELDS DESCRIPTION / SUBSET CONDITION USED IN
PTISET1 TAX-ID-CODE HR00.1 HR01.1
COMPANY PR06.1 PR06.2
PROCESS-LEVEL PR06.4 PR06.5
PR06.6 PR06.7
PR06.8 PR06.9
PR07.1 PR07.2
PR07.3 PR07.4
PR07.5 PR07.6
PR07.7 PR07.8
PR07.9 PR160
PR180 PR206
PR227 PR250
PR251 PR252
PR253 PR287
PR290 PR291
...
PRTAXID FILE RELATIONS
ONE TO ONE RELATIONS
RELATION RELATED
NAME FILE INTEGRITY RULES / FIELD MATCH
Company PRSYSTEM Required
When PTI-COMPANY != Zeroes
PTI-COMPANY -> PRS-COMPANY
Spaces -> PRS-PROCESS-LEVEL
Process Level PRSYSTEM Required
When PTI-COMPANY != Zeroes
And PTI-PROCESS-LEVEL != Spaces
PTI-COMPANY -> PRS-COMPANY
PTI-PROCESS-LEVEL -> PRS-PROCESS-LEVEL
Tax Id Code PRTAXAUTH Required
PTI-TAX-ID-CODE -> PRX-TAX-ID-CODE
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