US Payroll - Vertex User-Defined IDs (Beta)

Pgm:PYUSERTAXVAL – Vertex User-Defined IDs; standard Treeview path: US Payroll > Administration > Taxes > Vertex User-Defined Ids

The Vertex User-Defined IDs screen allows users to create and manage custom compensation and deduction IDs. These IDs are mapped to Vertex classifications to ensure accurate tax treatment across federal, state, and local jurisdictions. This provides greater flexibility, eliminates manual tax assignments, and enhances compliance with Vertex Payroll Tax Q Series 4.5.

NOTE: The 'Use Vertex API' box must be checked on the Payroll Processing screen prior to processing. For more information, please refer to US Payroll - Processing, Checks and Postings. As well, tax rates must first be configured in the Tax Rates screen. If tax rates are not defined, the maximum employer rate will be applied by Vertex API by default.

Compensation IDs are mapped via the Compensation ID field on the Master Benefits and Expense Categories screens.

Deduction IDs are mapped via the Deduction ID and Supplemental Deduction ID fields on the Master Deductions screen.

User Defined Type

Select whether the ID will be a compensation or deduction type.

User Defined Code

Enter a user-defined code. This numeric value must be between 1001 and 1999 and must be unique per type.

Name

Enter a custom name/description.

Taxability

Select the tax rules for the ID. The Taxability LOV includes permitted combinations of the following factors:

• Cash or Non-Cash

• Subject or Not Subject

• Taxable or Not Taxable