Payroll Tax Correspondence File - GeoTAX_Premium - 7 - 7.7

GeoTAX Premium for Windows, UNIX/Linux, and z/OS

Product type
Software
Portfolio
Verify
Product family
Geo Addressing
Product
GeoTAX Premium
Version
7.7
Language
English
Product name
GeoTAX Premium
Title
GeoTAX Premium for Windows, UNIX/Linux, and z/OS
Copyright
2023
First publish date
1998
ft:lastEdition
2023-10-19
ft:lastPublication
2023-10-19T16:49:54.924301

The Payroll Tax Correspondence (PTC) file is a customizable file used to convert the multiple jurisdictions returned by GeoTAX into tax codes usable by your organization. Precisely provides PTC files for most major payroll companies. Your contract with Precisely determines the PTC files available for matching. Contact your Precisely Sales Executive for information on the PTC files available.

When using a PTC file, complete the following steps.

Step 1: Modify the PTC file

When you receive your initial PTC file, modify the flat file using the editor of your choice to modify the flags for GeoTAX to return payroll codes and descriptions that represent business rules within your organization. These flags are in positions 372-377 of the PTC file.

Precisely provides updates to the PTC file regularly based on your contract. When you receive the PTC update files, you can enter flags for the modified records. You then need to run the GTPTCBLD program to merge the update PTC file with your existing file. This process maintains the existing user-defined flags you have already associated with the PTC data.

The following table describes the PTC file layout.

Position

Length

Name

1

9

(required) Key Value. Lookup key into the file. Must be one of the following:

•5 character jurisdiction ID from the Pay.txb polygon file. This file contains polygons for special areas, such as school districts.

•9 character GNIS code.

•5 character county key made up of the State and County FIPS codes.

•2 character State FIPS code.

 

10

2

(optional) State

12

30

(optional) County

The payroll code and payroll description fields are paired, with each pair having a corresponding flag field. The flag field determines if GeoTAX returns data for the corresponding payroll code and description fields. GeoTAX does not return the fields if the flag is N or blank. This lets you create meaningful flags based on your business rules.

42

15

Payroll code 1

57

40

Payroll description 1

97

15

Payroll code 2

112

40

Payroll description 2

152

15

Payroll code 3

167

40

Payroll description 3

207

15

Payroll code 4

222

40

Payroll description 4

262

15

Payroll code 5

277

40

Payroll description 5

317

15

Payroll code 6

332

40

Payroll description 6

372

1

Flag 1

373

1

Flag 2

374

1

Flag 3

375

1

Flag 4

376

1

Flag 5

377

1

Flag 6

Note: If you need to modify existing flags for records in the PTC file, you can build your own update file. Use an existing file provided by Precisely as a template. Change the header record position 10 from FULL to UPDATE. Include the Key Value and the new flags for each record you want to update (positions 372-377). You do not need to include the other fields for the record. After updating the file, build the file as you would for an update file provided by Precisely.

Step 2: Load the PTC file

After modifying the initial or updated PTC file, load the PTC file for use by GeoTAX.

On Windows:

  1. Click Start > Programs > Precisely > GeoTAX > Database Load Utility.

    The GeoTAX Database Load Utility dialog box opens.

  2. Select the Payroll tax correspondence file option.

  3. To complete the loading process, follow the instructions provided by the utility.

The program installs the PTC file in the database location for GeoTAX.

On UNIX/Linux:

  1. Copy the PTC file into the $G1GTX/data subdirectory.

  2. Change to the $G1GTX/bin subdirectory.

  3. Run the installation script installdb.

  4. Select Payroll Tax Correspondence File.

  5. To complete the loading process, follow the instructions provided by the script.

The program installs the PTC file in the database location for GeoTAX.

On z/OS:

Run PTCLOAD:

  1. Modify the following variables:

    • yourhlq - your high-level qualifier

    • yourRTlib - Runtime Library in effect at your site

    • volume - VSAM DASD pack volser

  2. Insert a job card and submit.

The program produces a database file called G1GTPTC.

Step 3: Match to the PTC file

To use a PTC file in your batch job, fill out the PTCOUT parameter record.

For more information on the PTCOUT parameter, see PTCOUT . For information on the output fields, see Calling the GTDBINFO program.