Change Employee - Payroll Tax
Use this service to import Employee Payroll Tax information.
Connection Info for POST
URL = https://<SPECTRUM-SERVER>:8482/employee/payrolltaximports
Authentication: Basic Authentication, Enhanced Authentication
Supported methods: POST
Supported formats: JSON
Sample JSON Body
{
"employeePayrollTaxImports": [{
"Company_Code": "2ND",
"Employee_Code": "VS123",
"Auto_Deposit_Allocation":"",
"Bank_Account_Number":"",
"Bank_Account_Type":"",
"ABA_Number":"",
"Auto_Deposit_Flag":"",
"Auto_Deposit_Rate1":"",
"Bank_Account_Number_2":"",
"Bank_Account_Type_2":"",
"ABA_Number_2":"",
"Auto_Deposit_Flag_2":"",
"Auto_Deposit_Rate2":"",
"Bank_Account_Number_3":"",
"Bank_Account_Type_3":"",
"ABA_Number_3":"",
"Auto_Deposit_Flag_3":"",
"Auto_Deposit_Rate3":"",
"Bank_Account_Number_4":"",
"Bank_Account_Type_4":"",
"ABA_Number_4":"",
"Auto_Deposit_Flag_4":"",
"Auto_Deposit_Rate4":"",
"Bank_Account_Number_5":"",
"Bank_Account_Type_5":"",
"ABA_Number_5":"",
"Auto_Deposit_Flag_5":"",
"Auto_Deposit_Rate5":"",
"Part_time_Casual_Flag":"",
"Billing_Code":"A",
"Special_Pay_Rate":"",
"Special_Pay_Amount":"",
"Misc_Allowance_Rate":"",
"Prevail_Wage_Fringe_Rate":"",
"Perm_wk_State_Tax_Code":"",
"Subject_to_Perm_wk_State_Tax":"",
"Subject_to_SDI_Perm_wk":"",
"Subject_to_SUTA_Perm_wk":"",
"Perm_wk_State_Filing_Status":"",
"Perm_wk_State_Exemptions":"",
"Perm_wk_State_Tax_Override":"10",
"Perm_wk_State_Tax_Override_Cont":"P",
"Res_County_Tax_Code":"BO",
"Subject_to_Res_County_Tax":"",
"Subject_to_FICA_Res_County":"",
"Subject_to_FUTA_Res_County":"",
"Res_County_Filing_Status":"",
"Res_County_Exemptions":"",
"Res_County_Tax_Override":"",
"Res_County_Tax_Override_Cont":"",
"Res_Local_Tax_Code":"WA",
"Subject_to_Res_Local_Tax":"E",
"Subject_to_FICA_Res_Local":"E",
"Subject_to_FUTA_Res_Local":"E",
"Res_Local_Filing_Status":"SINGLE",
"Res_Local_Exemptions":"",
"Res_Local_Tax_Override":"",
"Res_Local_Tax_Override_Cont":"",
"Permanent_Unemployment_State":"",
"Apprentice_ID":"225",
"Apprentice_Wage_Percent":"",
"Summary_Post_Flag":"Y",
"Suppress_Post_Flag":"Y",
"Fed_Two_Jobs_Total": "Y",
"Fed_Dep_Claimed_Annually": "",
"Fed_Other_Annual_Income": "",
"Fed_Other_Annual_Deductions": "",
"Fed_Income_Tax_Override": "",
"Fed_Income_Tax_Override_Cont": ""
}]
}
Assumptions and Dependencies
The Payroll module must be set up.
The Employee code must exist in the defined Company code.
The Employee–Payroll Tax Information Web Service updates an existing employee's information for the defined fields only.
Any field that is left blank will not be updated in Spectrum. The service does not delete values that exist in Spectrum; it only changes data defined in the layout.
The Auto deposit rates must equal 100% if the Auto Deposit Allocation Method is defined as Percent. Therefore if any changes are made, all accounts must be defined in the Employee-Payroll Tax Information Web Service.
The Primary Account must be active (Y) if any other accounts have an active status. Therefore the Auto_Deposit_Flag field must be defined as Y in order for the other accounts to be updated.
The Tax code must be unique between the Resident state, Perm work state, Resident county, and Resident local.
The Permanent_Unemployment_State defined tax code is the permanent override for the Resident and Work State unemployment calculation.
The defined tax code can be the same as the Resident state, Perm work state, Resident county, or Resident local.
If it is defined then the "Permanently override resident and work state unemployment?" checkbox will be selected.
Field Descriptions
Use the table below for reference when using this service.
Excel | Element Name | Description | Req | Type | Max | Format | Validation |
---|---|---|---|---|---|---|---|
Authorization_ID | Authorization ID to access the server | YES | Text | 20 | Data Exchange Installation Screen | ||
GUID | Unique reference number created by programming | Text | 36 | ** See GUID definition | |||
B | Company_Code | Company Code | YES | Text | 3 | Valid Company in Spectrum | |
C | Employee_Code | Employee Code | YES | Text | 11 | Unique Identifier / No commas. | Employee Code must exist in the defined Company Code |
D | Auto_Deposit_Allocation | Auto-Deposit Allocation Method | Text | 1 | (P)ercent or (F)ixed amount only | If Percent is defined then all Account Rates must total 100%. | |
E | Bank_Account_Number | Primary Auto-Deposit Acct # | Text | 17 | |||
F | Bank_Account_Type | Primary Auto-Deposit Acct Type | Text | 1 | (C)hecking or (S)avings only | ||
G | ABA_Number | Primary Auto-Deposit Acct ABA # | Text | 9 | |||
H | Auto_Deposit_Flag | Primary Auto-Deposit Acct Status | Text | 1 | (Y)es; (N)o or (P)re-notification only | The Primary Account must be active if any other accounts have an active status. | |
I | Auto_Deposit_Rate1 | Primary Auto-Deposit Acct Rate | Numeric | 8 | If multiple Accounts exist then all Accounts must be defined to make changes. | If Percent is defined in field name Auto_Deposit_Allocation then all Account Rates must total 100%. | |
J | Bank_Account_Number_2 | Second Auto-Deposit Acct | Text | 17 | |||
K | Bank_Account_Type_2 | Second Auto-Deposit Acct Type | Text | 1 | (C)hecking or (S)avings only | ||
L | ABA_Number_2 | Second Auto-Deposit Acct ABA # | Text | 9 | |||
M | Auto_Deposit_Flag_2 | Second Auto-Deposit Acct Status | Text | 1 | (Y)es; (N)o or (P)re-notification only | The Primary Account must be active if any other accounts have an active status. | |
N | Auto_Deposit_Rate2 | Second Auto-Deposit Acct Rate | Numeric | 8 | If multiple Accounts exist then all Accounts must be defined to make changes. | If Percent is defined in field name Auto_Deposit_Allocation then all Account Rates must total 100%. | |
O | Bank_Account_Number_3 | Third Auto-Deposit Acct | Text | 17 | |||
P | Bank_Account_Type_3 | Third Auto-Deposit Acct Type | Text | 1 | (C)hecking or (S)avings only | ||
Q | ABA_Number_3 | Third Auto-Deposit Acct ABA # | Text | 9 | |||
R | Auto_Deposit_Flag_3 | Third Auto-Deposit Acct Status | Text | 1 | (Y)es; (N)o or (P)re-notification only | The Primary Account must be active if any other accounts have an active status. | |
S | Auto_Deposit_Rate3 | Third Auto-Deposit Acct Rate | Numeric | 8 | If multiple Accounts exist then all Accounts must be defined to make changes. | If Percent is defined in field name Auto_Deposit_Allocation then all Account Rates must total 100%. | |
T | Bank_Account_Number_4 | Fourth Auto-Deposit Acct | Text | 17 | |||
U | Bank_Account_Type_4 | Fourth Auto-Deposit Acct Type | Text | 1 | (C)hecking or (S)avings only | ||
V | ABA_Number_4 | Fourth Auto-Deposit Acct ABA # | Text | 9 | |||
W | Auto_Deposit_Flag_4 | Fourth Auto-Deposit Acct Status | Text | 1 | (Y)es; (N)o or (P)re-notification only | The Primary Account must be active if any other accounts have an active status. | |
X | Auto_Deposit_Rate4 | Fourth Auto-Deposit Acct Rate | Numeric | 8 | If multiple Accounts exist then all Accounts must be defined to make changes. | If Percent is defined in field name Auto_Deposit_Allocation then all Account Rates must total 100%. | |
Y | Bank_Account_Number_5 | Fifth Auto-Deposit Acct | Text | 17 | |||
Z | Bank_Account_Type_5 | Fifth Auto-Deposit Acct Type | Text | 1 | (C)hecking or (S)avings only | ||
AA | ABA_Number_5 | Fifth Auto-Deposit Acct ABA # | Text | 9 | |||
AB | Auto_Deposit_Flag_5 | Fifth Auto-Deposit Acct Status | Text | 1 | (Y)es; (N)o or (P)re-notification only | The Primary Account must be active if any other accounts have an active status. | |
AC | Auto_Deposit_Rate5 | Fifth Auto-Deposit Acct Rate | Numeric | 8 | If multiple Accounts exist then all Accounts must be defined to make changes. | If Percent is defined in field name Auto_Deposit_Allocation then all Account Rates must total 100%. | |
AD | Part_time_Casual_Flag | Part-Time? | Text | 1 | (Y)es or (N)o only (if left blank; this flag will default to 'no' in Spectrum). This is an option to exclude the Employee from Automatic Pay Cycle. | ||
AE | Billing_Code | T&M Billing Code | Text | 10 | T&M Billing Code Maintenance | ||
AF | Special_Pay_Rate | Special Pay Rate | Numeric | 7 | Positive number only. | ||
AG | Special_Pay_Amount | Special Pay Amount | Numeric | 7 | Positive number only. | ||
AH | Misc_Allowance_Rate | Misc Allow Amount | Numeric | 7 | Positive number only. | ||
AI | Prevail_Wage_Fringe_Rate | Prevailing Wage Fringe Employer Benefit | Numeric | 7 | Positive number only. | ||
AJ | Perm_wk_State_Tax_Code | Perm Work State Tax Table Code | Text | 10 | The Tax code must be unique between the Resident State, Perm Work State, Resident County and Resident Local. | Payroll Tax Table Maintenance | |
AK | Subject_to_Perm_wk_State_Tax | Subject to Perm Work State Income Tax | Text | 1 | (E)xempt or (T)axable only. Required if field name Perm_wk_State_Tax_Code is not blank. | ||
AL | Subject_to_SDI_Perm_wk | Subject to Perm Work State SDI | Text | 1 | (E)xempt or (T)axable only. Required if field name Perm_wk_State_Tax_Code is not blank. | ||
AM | Subject_to_SUTA_Perm_wk | Subject to Perm Work State Unemployment | Text | 1 | (E)xempt or (T)axable only. Required if field name Perm_wk_State_Tax_Code is not blank. | ||
AN | Perm_wk_State_Filing_Status | Perm Work State Filing Status | Text | 20 | If Subject_to_Perm_wk_State_Tax = T then this field is required. | Payroll Tax Table Maintenance | |
AO | Perm_wk_State_Exemptions | # Exemptions for Perm Work State Income Tax | Numeric | 5 | |||
AP | Perm_wk_State_Tax_Override | Amount of Perm Work State Income Tax Override | Numeric | 7 | |||
AQ | Perm_wk_State_Tax_Override_Cont | Perm Work State Income Tax Override | Text | 1 | (F)ixed; (P)ercent; (A)dd-on only | ||
AR | Res_County_Tax_Code | Resident County Tax Table Code | Text | 10 | The Tax code must be unique between the Resident State, Perm Work State, Resident County and Resident Local. | Payroll Tax Table Maintenance | |
AS | Subject_to_Res_County_Tax | Subject to Resident County Income Tax | Text | 1 | (E)xempt or (T)axable only. Required if field name Res_County_Tax_Code is not blank. | ||
AT | Subject_to_FICA_Res_County | Subject to Resident County FICA | Text | 1 | (E)xempt or (T)axable only. Required if field name Res_County_Tax_Code is not blank. | ||
AU | Subject_to_FUTA_Res_County | Subject to Resident County Unemployment | Text | 1 | (E)xempt or (T)axable only. Required if field name Res_County_Tax_Code is not blank. | ||
AV | Res_County_Filing_Status | Resident County Filing Status | Text | 20 | If Subject_to_Res_County_Tax = T then this field is required. | Payroll Tax Table Maintenance | |
AW | Res_County_Exemptions | # Exemptions for Resident County Income Tax | Numeric | 5 | |||
AX | Res_County_Tax_Override | Amount of Resident County Income Tax Override | Numeric | 7 | |||
AY | Res_County_Tax_Override_Cont | Resident County Income Tax Override Control | Text | 1 | (F)ixed; (P)ercent; (A)dd-on only | ||
AZ | Res_Local_Tax_Code | Resident Local Tax Table Code | Text | 10 | The Tax code must be unique between the Resident State, Perm Work State, Resident County and Resident Local. | Payroll Tax Table Maintenance | |
BA | Subject_to_Res_Local_Tax | Subject to Resident Local Income Tax | Text | 1 | (E)xempt or (T)axable only. Required if field name Res_Local_Tax_Code is not blank. | ||
BB | Subject_to_FICA_Res_Local | Subject to Resident Local FICA | Text | 1 | (E)xempt or (T)axable only. Required if field name Res_Local_Tax_Code is not blank. | ||
BC | Subject_to_FUTA_Res_Local | Subject to Resident Local Unemployment | Text | 1 | (E)xempt or (T)axable only. Required if field name Res_Local_Tax_Code is not blank. | ||
BD | Res_Local_Filing_Status | Resident Local Filing Status | Text | 20 | If Subject_to_Res_Local_Tax = T then this field is required. | Payroll Tax Table Maintenance | |
BE | Res_Local_Exemptions | # Exemptions for Resident Local Income Tax | Numeric | 5 | |||
BF | Res_Local_Tax_Override | Amount of Resident Local Income Tax Override | Numeric | 7 | |||
BG | Res_Local_Tax_Override_Cont | Resident Local Income Tax Override Control | Text | 1 | (F)ixed; (P)ercent; or (A)dd-on only | ||
BH | Permanent_Unemployment_State | Unemployment state (Permanent Override for resident and work state) | Text | 10 | This Tax code can be the same as a Resident State, Perm Work State, Resident County or the Resident Local. | Payroll Tax Table Maintenance | |
BI | Apprentice_ID | Apprentice program ID # | Text | 20 | |||
BJ | Apprentice_Wage_Percent | Wage % | Numeric | 6 | Format = xxx.xx Positive numbers only and cannot exceed 100. If defined then Apprenctice_ID is required. | ||
BK | Summary_Post_Flag | Post in summary to job and equipment history (confidential employee)? | Text | 1 | (Y)es or (N)o only. If left blank then defaults to N. Field is not available in a Confidential Payroll Company. | ||
BL | Suppress_Post_Flag | Also suppress employee's hours in job and equipment history? | Text | 1 | Summary_Post_Flag must = Y in order to define. (Y)es or (N)o only. If left blank then defaults to N. Field is not available in a Confidential Payroll Company. | ||
BM | Fed_Two_Jobs_Total | Two jobs in total? | Text | 1 | (Y)es = Selected, Blank or (N)o = Not selected | ||
BN | Fed_Dep_Claimed_Annually | Dependents claimed annually | Numeric | 6.2 | |||
BO | Fed_Other_Annual_Income | Other annual income | Numeric | 6.2 | |||
BP | Fed_Other_Annual_Deductions | Other annual deductions | Numeric | 6.2 | |||
BQ | Fed_Income_Tax_Override | Federal income tax override | Numeric | 4.2 | |||
BR | Fed_Income_Tax_Override_Cont | Federal income tax override control | Text | 1 | (F)ixed, (P)ercent, (A)dd-on only |