Patch 22 Highlight - Vertex Tax Integration Enhancements

What's New?

The Vertex Project is a comprehensive, multi-phase initiative to enhance CMiC’s payroll tax processing through deeper integration with Vertex’s payroll tax engine. The goal is to offload tax logic from CMiC’s internal calculations and allow Vertex to dynamically handle taxation based on live compensation, benefit, and jurisdictional data. The enhancements modernize CMiC's payroll architecture, ensure compliance, and significantly reduce manual configurations and customer errors.

NOTE: These enhancements are being released in Patch 22.

Project Objectives

  1. Automate Vertex Tax Engine Usage: Enable real-time API-based tax processing using Vertex PTQ libraries for all earnings, deductions, and benefits.

  2. Replace Legacy Tax Elements: Decommission the legacy tax element screen and move all taxability logic to Vertex-managed compensation types.

  3. Enhance Benefit & Expense Mapping: Introduce Vertex Compensation ID fields in both Benefit and Expense master screens to align with federal/state taxability rules.

  4. Improve Flexibility with Overrides: Provide calculation method, alternate code, and JURINT overrides for complex jurisdiction rules at state/local levels.

  5. Strengthen Accounting Accuracy: Redesign the Tax Accounting screen to support detailed or global-level mappings by company, state, and location.

Key Enhancements Delivered / In Progress

Back-End API Integration

  • Developed new PL/SQL APIs (e.g., VprtSetCompensation, VprtSetEmpHdl) to invoke Vertex PTQ logic per employee, per tax ID.

  • Created common back-end services to pull Vertex Compensation and Override codes for front-end consumption.

UI Enhancements

  • Modified Benefit & Expense Master screens to capture and pass Vertex Comp IDs and Override Codes.

  • Added LOVs filtered by pay type and tax rules for user accuracy.

Tax Calculation Method Screen Overhaul

  • Added ability to define default supplemental and regular calculation tax IDs by pay type.

  • Enabled filters by pay run and tax code for precise configuration.

New Tax Accounting Screen

  • Revamped layout to support company-level, location-level, or tax code-specific accounts.

  • Fields: Tax Type, Calc Method, Alt Code, Jurint, Vendor, Comments, with effective date range.

Legacy Feature Cleanup

  • Decommissioning of outdated Tax Element screen in progress.

  • Data conversion scripts created to migrate legacy data to new config screens.

Benefits Realized

  • Compliance Assurance: Taxes now calculated per Vertex’s up-to-date taxability rules for every jurisdiction, removing reliance on manual configuration.

  • Reduced Payroll Errors: Benefit taxability is handled natively by Vertex using mapped compensation IDs, minimizing risk during supplemental runs (e.g., 401k).

  • Customer Flexibility: Override logic allows customer-specific jurisdiction handling without hardcoding.

  • Centralized Configuration: New screens unify scattered logic and offer intuitive filtering by state, pay type, and tax code.

  • Faster Onboarding for New Customers: Standardized setup reduces Vertex onboarding complexity for new clients.

Summary

The Vertex Project represents a strategic leap in modernizing CMiC's payroll processing, aligning it with leading-edge third-party tax compliance platforms. By centralizing configuration, offloading logic to Vertex, and enhancing flexibility, this project sets a new standard in how payroll taxes are managed for CMiC clients—balancing automation, accuracy, and user control.

 

To learn more about some of the latest features released in this patch, return to Patch 22 Highlights.