Import Tax Withholding Tables - PYTXWI
The Import Tax Withholding Tables (PYTXWI) function reads a CSV file in a pre-defined format to import tax withholding tables for state, federal or levy tax.
Tax Year: Enter the tax year.
Two Character State Code (or FE for Federal, LT for IRS Tax Levy): Enter the two-character state code, for example, AZ imports Arizona tax withholding tables. Alternatively, enter FE for federal tax tables or LT for IRS Tax Levy tables.
Please enter File with the Tax Withholding Tables: Enter the name of the import CSV file. Alternatively, click Location or Other to locate the file.
Is this a Trial Run [Report Only]?: Select this option to run the utility as a report. When not run in report-only mode, PYTXWI updates the appropriate PYTX common codes.
Show only entries that have changed?: Select this option to report only entries that have changed.
When not run in trial mode, the utility deletes all common code entries for category PYTX where ledger equals @@ for code values where the first two characters are equal to the entered state code (or FE, LT) and the third and fourth digits are the last two digits of the entered tax year. For example, when importing Arizona tax withholding tables for tax year 2024, the SQL delete statement looks like this:
delete from cd_codes_mstr
where cd_category = 'PYTX' and cd_gr = '@@' and cd_code like 'AZ24%'
The process then reads through the CSV file and processes entries where:
Column one is PYTX
Column three is @@
The first four characters of column two are equal to ssyy, where ss = entered state code and yy = last two digits of the entered tax year.
When not in trial mode, the selected entries are used to create the PYTX common codes.
CSV File Format
Column Number | Column Letter (MS Excel) | cd_codes_mstr Item Name | Description |
|---|---|---|---|
1 | A | cd_category | Code Category |
2 | B | cd_code | Code Value |
3 | C | cd_gr | Ledger |
4 | D | cd_descs | Short Description |
5 | E | cd_descm | Medium Description |
6 | F | cd_descl | Long Description |
7 | G | cd_assoc_val01 | Associated Numeric Value 1 |
8 | H | cd_assoc_code01 | Associated Code 1 |
9 | I | cd_assoc_desc01 | Associated Description 1 |
10 | J | cd_assoc_val02 | Associated Numeric Value 2 |
11 | K | cd_assoc_code02 | Associated Code 2 |
12 | L | cd_assoc_desc02 | Associated Description 2 |
13 | M | cd_assoc_val03 | Associated Numeric Value 3 |
14 | N | cd_assoc_code03 | Associated Code 3 |
15 | O | cd_assoc_desc03 | Associated Description 3 |
16 | P | cd_assoc_val04 | Associated Numeric Value 4 |
17 | Q | cd_assoc_code04 | Associated Code 4 |
18 | R | cd_assoc_desc04 | Associated Description 4 |
19 | S | cd_assoc_val05 | Associated Numeric Value 5 |
20 | T | cd_assoc_code05 | Associated Code 5 |
21 | U | cd_assoc_desc05 | Associated Description 5 |