Lawson Insight Technical Documentation

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PRTAXID


                              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     PR290     PR291     PR292     PR294
PR296     PR297     PR298     PR299     UK145     UK201
TP231

UPDATED BY

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    PR67.6    PR67.7    PR67.8    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
                                                                 PR67.6  PR67.7
                                                                 PR67.8  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  PR67.6
                                                                 PR67.7  PR67.8
                                                                 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  PR67.6
                                                                 PR67.7  PR67.8
                                                                 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  PR06.8
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
                       additional information for quarterly
                       reporting.

PTI-CONTACT-AREA       Numeric 3                                 PR06.4  PR06.8
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
                       applies to state type tax authorities
                       that require this additional information
                       for quarterly reporting.

PTI-CONTACT-PRE        Numeric 3                                 PR06.4  PR06.8
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
                       applies only to state type tax
                       authorities that require this additional
                       information for quarterly reporting.

PTI-CONTACT-SUF        Numeric 4                                 PR06.4  PR06.8
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
                       applies only to state type tax
                       authorities that require this additional
                       information for quarterly reporting.

PTI-CONTACT-EXT        Numeric 4                                 PR06.4  PR06.8
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
                       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  PR07.2
Element: Ui Tax Rate   Contains the unemployment insurance tax   PR07.5  PR67.1
                       rate defined for the tax authority. This  PR67.3
                       applies only to state type tax
                       authorities that require this additional
                       information for quarterly reporting.

PTI-UNDERPAYMENT       Signed 11.2                               PR06.4  PR07.5
Element: Underpayment  Contains the underpayment from the        PR07.8
                       previous quarter. This applies only to
                       state type tax authorities that require
                       this additional information for
                       quarterly reporting.

PTI-INTEREST           Signed 11.2                               PR06.4  PR07.5
Element: Interest      Contains the interest amount associated   PR67.1  PR67.3
                       with tax authority. This applies only to
                       state type tax authorities that require
                       this additional information for
                       quarterly reporting.

PTI-PENALTY            Signed 11.2                               PR06.4  PR07.5
Element: Penalty       Contains the penalty amount associated    PR67.1  PR67.3
                       with the tax authority. This applies
                       only to state type tax authorities that
                       require this additional information for
                       quarterly reporting.

PTI-CREDIT             Signed 11.2                               PR06.4  PR07.5
Element: Credit        Contains credits or overpayments that     PR67.3
                       are associated with the tax authority.
                       This applies only to state type tax
                       authorities that require this additional
                       information for quarterly reporting.

PTI-MONTH-1-EMPS       Numeric 7                                 PR06.4  PR07.2
Element: Month 1 Emps  Contains the number of employees          PR07.4  PR07.6
                       covered by unemployment insurance who     PR07.8  PR67.1
                       worked or received pay for the first      PR67.3
                       month of the quarter, including the 12th
                       day of the month. This applies only to
                       state type tax authorities that require
                       this additional information for
                       quarterly reporting.

PTI-MONTH-2-EMPS       Numeric 7                                 PR06.4  PR07.2
Element: Month 2 Emps  Contains the number of employees          PR07.4  PR07.6
                       covered by unemployment insurance who     PR07.8  PR67.1
                       worked or received pay in the second      PR67.3
                       month of the quarter including the 12th
                       day of the month. This applies only to
                       state type tax authorities that require
                       this additional information for
                       quarterly reporting.

PTI-MONTH-3-EMPS       Numeric 7                                 PR06.4  PR07.2
Element: Month 3 Emps  Contains the number of employees          PR07.4  PR07.6
                       covered by unemployment insurance who     PR07.8  PR67.1
                       worked or received pay for the third      PR67.3
                       month of the quarter, including the 12th
                       day of the month. This applies only to
                       state type tax authorities that require
                       this additional information for
                       quarterly reporting.

PTI-DOC-CNTRL-NBR      Alpha 9                                   PR06.4
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: Address 1     This field contains the first line of
                       address information.

PTI-ADDR2              Alpha 30  (Lower Case)                    UK06.1
Element: Address 1     This field contains the second line of
                       address information.

PTI-ADDR3              Alpha 30  (Lower Case)                    UK06.1
Element: Address 1     This field contains the third line of
                       address information.

PTI-ADDR4              Alpha 30  (Lower Case)                    UK06.1
Element: Address 1     This field contains the fourth line of
                       address information.

PTI-STATE              Alpha 2
Element: State or ProviThis field contains the two-character
                       state code of the address.

PTI-ZIP                Alpha 10                                  UK06.1
Element: Postal Code   This field contains the postal code of
                       the address.






                         PRTAXID FILE INDEX

NAME      KEY FIELDS    DESCRIPTION / SUBSET CONDITION           USED IN

PTISET1   TAX-ID-CODE                                            PR06.1  PR06.2
          COMPANY                                                PR06.4  PR06.5
          PROCESS-LEVEL                                          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   PR290
                                                                 PR291   PR292
                                                                 PR294   PR296
                                                                 ...

                         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