Paycheck API Fields

Calculate payroll taxes for a paycheck

FieldDetailsDescription
additionalTaxAmountnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
alternativeCalculationCodeinteger
aggregateAdjustedGrossnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
aggregatedCompensationsArray of objects
(aggregatedCompensation)
Array objects include the following sub-fields:
taxRecordIdentifier - required
taxingLocationType
compensationId - required
payType
amount - required
aggregationType - required
aggregateHours
overrideCompensationType
aggregatedTaxesArray of objects
(aggregatedTax)
Array objects include the following sub-fields:
taxRecordIdentifier - required
payType
taxingLocationType
taxAmount
aggregateAdjustedGross
aggregationType - required
aggregateHours
aggregateExemptAmount
aggregateExemptAmountnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
aggregateHoursnumberAggregate number of hours worked.
aggregationType - requiredstring (aggregationType)
Enum: Current PeriodToDate MonthToDate QuarterToDate SemiAnnualToDate YearToDate Previous PreviousMonthToDate PreviousQuarterToDate PreviousYearToDate PriorState
Aggregation period.
amount - requirednumber (currency)
decimal places <=2
Two digits precision decimal for dollar.
annualDeductionAmountnumber (currency)
decimal places <=2
Two digits precision decimal for dollar.
calculationMethodstring (calculationMethod)
Enum: Annualize Cumulative FlatRate FlatRateCombined FlatAmount ConcurrentAggregation AnnualizedConcurrentAggregation PreviousAggregation AnnualizedPreviousAggregation CumulativeAggregation PercentFederal PercentFederalCombined SurchargePercentState SelfAdjust NoSelfAdjust SelfAdjustMaximum BypassCalculation TieredFlat LumpSum LumpSumComposite CommissionsDrawsTDX SelfAdjustQuarter SelfAdjustSemiAnnual SelfAdjustQuarterMax SelfAdjustSemiAnnualMax AlternateFlatRate TieredFlatRateCombined ExactPercentageMethod NonCumulative AlternateAnnualized
Enumeration of calculation methods.
calculationOverridesArray of objects
(calculationOverride)
Array objects include the following sub-fields:
taxRecordIdentifier - required
taxingLocationType
overrideAdditionalRate
overrideAdditionalExemption
overrideWageBase
overrideExemptAmount
overrideMaximumDeduction
overrideRate
additionalTaxAmount
overrideTaxAmount
supplementalPayAdditionalExemptions
supplementalPayAdditionalRate
supplementalPayOverrideRate
supplementalPayAdditionalTaxAmount
supplementalPayOverrideTaxAmount
supplementalPayOverrideExemptAmount
canadianDetailsArray of objects
(canadianDetail)
Array objects include the following sub-fields:
geocodeId - required
workGeoCodeId - required
annualDeductionAmount
claimAmount
employeeDateOfBirth
married
disabled
nonResident
numberOfDependents
otherTaxCredits
claimCode
designatedAreaDeduction
daysSinceLastPay
disabledDependentsOver18
over65
pensionCompensation
pensionablePayPeriods
stockPurchaseAmount
totalExpenseAmount
totalRenumerationAmount
cashOptionbooleanCash option:
0 = Cash may be taken by employee.
1 = Cash may not be taken by employee.
cashTakenByEmployeebooleanThe Cash Option parameter represents the employee's option to choose cash instead of an employer's benefit. If the employee selects the cash option, the dollar value of that benefit is not deducted from an employee's current gross and is taxable.
claimCodestring [0-9]*ID guidelines are to use string type, but Vertex Payroll IDs must be constrained to integer values.
claimAmountnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
compensationAmountnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
compensationCodeId -requiredstring [0-9]*ID guidelines are to use string type, but Vertex Payroll IDs must be constrained to integer values.
compensationId - requiredstring (idType) [0-9]*ID guidelines are to use string type, but Vertex Payroll IDs must be constrained to integer values.
compensationOverridesArray of objects
(compensationOverride)
Array objects include the following sub-fields:
taxRecordIdentifier - required
taxingLocationType - required
payType - required
compensationCodeId
aggregationType
compensationAmount
overrideCompensationTypededuction
compensations - requiredArray of objects (compensation)
[ 1 .. 50 ] items
Array objects include the following sub-fields:
compensationCodeId - required
payType
amount - required
overrideCompensationType
currentHoursnumberNumber of hours worked in the current pay period.
currentPeriod - requiredinteger >= 1The current pay period in the year.
daysSinceLastPayinteger
deductionAmountnumber decimal places <= 2Two digits precision decimal for dollar.
deductionPercentnumber decimal places <= 6Standard percentage format as a decimal. With 0.01 to mean 1%, not .01 percent. 0.000001 (smallest granularity) represents 0.0001%.
deductionsArray of objects
(deduction)
Array objects include the following sub-fields:
deductionTypeId - required
deductionAmount
deductionPercent
yearToDateAmount
cashTakenByEmployee
taxabilityOverride
maximumDeductionAmount
deductionTypeId - requiredstring (idType) [0-9]*ID guidelines are to use string type, but Vertex Payroll IDs must be constrained to integer values.
deductionOverridesArray of objects
(deductionOverride)
Array objects include the following sub-fields:
taxRecordIdentifier - required
taxingLocationType - required
deductionTypeId
deductionAmount
deductionPercent
yearToDateDeductionAmount
cashOption
maximumDeductionOverride
defaultSupplementalPayTypeTreatmentString (payTypeTreatment)
Enum: Regular Supplemental Both
Pay type that applies, including both, where both regular and supplemental apply.
designatedAreaDeductionnumber decimal places <= 2Two digits precision decimal for dollar.
disabledboolean
disabledDependentsOver18integer
employee -requiredObjectInformation about the employee.
Includes the following sub-fields:
employeeId - required
payperiod
defaultSupplementalPayTypeTreatment
residenceGeocodeId - required
primaryWorkGeocodeId - required
residentSchoolDistrictId
primaryWorkSchoolDistrictId
specialPayPeriod
periodToDateAggregation
employeeDateOfBirthstring (date)ISO 8061: YYYY-MM-DD date format. For example, September, 2012, is represented as 2012-09-27.
employeeId -requiredstring <= 30 charactersClient-defined identifier for an employee.
experienceRatenumber decimal places <= 6 >= 0Standard percentage format as a decimal. With 0.01 to mean 1%, not .01 percent. 0.000001 (smallest granularity) represents 0.0001%.
filingStatusstring (idType) [0-9]*ID guidelines are to use string type, but Vertex Payroll IDs must be constrained to integer values.
formFieldIdentifier - requiredstringIdentifying string for the form (or field within a form) in DOM format.
formFieldValuestringThe value to use for the field.
formsDataArray of objects
(formData)
Array objects include the following sub-fields:
geocodeID - required
schoolDistrictId
taxingLocationType - required
formFieldIdentifier - required
formFieldValue
geocodeId - requiredstring (geocodeId)
9 characters [0-9]*
ID for a full GeoCode.
ignoreParentJurisdictionDefaultsbooleanNormally, if a county-level or local-level jurisdiction is not specified, the state-level jurisdiction defaults are used. If true, do not use this jurisdiction to provide defaults for any lower-level jurisdictions.
jurisdictionsArray of objects
(jurisdiction)
Array objects include the following sub-fields:
taxRecordIdentifier - required
filingStatus
primaryExemptions
primaryExemptionAmount
secondaryExemptions
secondaryExemptionAmount
calculationMethod
alternativeCalculationCode
recalculate
jurisdictionInteractinTreatmentId
nonResident
ignoreParentJurisdictionDefaults
taxExempt
nonResidentAlienTreatment
taxingLocationType
supplementalPayTypeTreatment
experienceRate
jurisdictionInteractionTreatmentIdstring (jitType) ^([0-9]|10|13|99)$Valid Jurisdiction Interaction Treatment IDs.
marriedboolean
maximumDeductionAmountnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
maximumDeductionOverridenumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
monthToDateHoursnumberMonth-to-date hours.
nonResidentbooleanNon-residence certificate. This parameter controls certain reciprocity treatments for work taxes.
nonResidentAlienTreatmentboolean
numberOfDependentsinteger
optionsObjectIncludes the following sub-fields:
reportZeroTax
processInvalidGeocode
otherTaxCreditsnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
over65boolean
overrideAdditionalExemptionnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
overrideAdditionalRatenumber (percent)
decimal places <= 6
Standard percentage format as a decimal. With 0.01 to mean 1%, not .01 percent. 0.000001 (smallest granularity) represents 0.0001%.
overrideCompensationTypestring
Enum: CashSubjectTaxable NonCashNotSubjectNotTaxable NonCashSubjectNotTaxable NonCashSubjectTaxable CashNotSubjectNotTaxable CashSubjectNotTaxable
Enumeration of the permitted combinations of the factors:

- Cash or Non-Cash
- Subject or Not Subject
- Taxable or Not Taxable
overrideExemptAmountnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
overrideMaximumDeductionnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
overrideRatenumber (percent)
decimal places <= 6
Standard percentage format as a decimal. With 0.01 to mean 1%, not .01 percent. 0.000001 (smallest granularity) represents 0.0001%.
overrideTaxAmountnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
overrideWageBasenumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
payDate - requiredstring (date)ISO 8061: YYYY-MM-DD date format. For example, September, 2012, is represented as 2012-09-27.
payPeriod - requiredobjectIncludes the following sub-fields:
payDate - required
totalPeriods - required
currentPeriod - required
payTypestring (payType)
Enum: Regular Supplemental
Whether this applies to Regular or Supplemental pay.
pensionCompensationboolean
pensionablePayPeriodsinteger
periodToDateAggregationbooleanIf this flag is set to true, it indicates that this pay supplements another pay in the same pay period.
primaryExemptionAmountnumber decimal places <= 2Two digits precision decimal for dollar.
primaryExemptionsintegerThe number of primary exemptions.
primaryWorkGeocodeId - requiredstring (geocode)
9 characters [0-9]*
ID for a full GeoCode.
primaryWorkSchoolDistrictIdstring (schooDistrictId)
<= 5 characters [0-9]*
ID for a school district.
processInvalidGeocodeboolean
Default: false
Set to true to see invalid GeoCode processing.
recalculateany (recalculation)
Enum: No Yes MedicareOnly
For taxes that use another tax in the calculation formula, should the tax be recalculated.
reportZeroTaxboolean
Default: false
Set to true if you want to see a tax result generated even when the tax amount and adjusted gross are zero.
residenceGeocodeId - requiredstring (geocodeId)
9 characters [0-9]*
ID for a full GeoCode.
residentSchoolDistrictIdstring (schoolDistrictId)
<= 5 characters [0-9]*
ID for a school district.
schoolDistrictIdstring (schoolDistrictId)
5 characters [0-9]*
ID for a school district.
secondaryExemptionAmountnumber decimal places <= 2Two digits precision decimal for dollar.
secondaryExemptionsintegerThe number of secondary exemptions.
specialPayPeriodstring (specialPayPeriod)
Enum: NotSpecial LastMonth LastQuarter LastSemiAnnual LastYear
Indicates that this is a special pay period (for example, last pay of month). Certain taxes are only calculated for special pay periods.
stockPurchaseAmountnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
supplementalPayAdditionalExemptionsnumber
supplementalPayAdditionalTaxAmountnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
supplementalPayAdditionalRatenumber (percent)
decimal places <= 6
Standard percentage format as a decimal. With 0.01 to mean 1%, not .01 percent. 0.000001 (smallest granularity) represents 0.0001%.
supplementalPayOverrideExemptAmountnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
supplementalPayOverrideRatenumber (percent)
decimal places <= 6
Standard percentage format as a decimal. With 0.01 to mean 1%, not .01 percent. 0.000001 (smallest granularity) represents 0.0001%.
supplementalPayOverideTaxAmountnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
supplementalPayTypeTreatmentstring (payTypeTreatment)
Enum: Regular Supplemental Both
Pay type that applies, including both, where both regular and supplemental apply.
taxabilityOverridestring
Enum: Taxable Exempt
Whether the deduction is treated as fully taxable or fully exempt. This property supercedes a value for maximumDeductionAmount.
taxAmountnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
taxExemptboolean
taxIdentifierId - requiredstring (taxIdentifierId)ID for a tax identifier.
taxingLocationTypestring (taxingLocationType)
Enum: Residential Work Both
Used to indicate whether only residential taxes, only work taxes, or both are considered.
taxRecordIdentifier - requiredobject (taxRecordIdentifier)Combination of IDs that define a tax record. Object includes the following sub-fields:
taxIdentifierId - required
geocodeId - required
schoolDistrictId
totalExpenseAmountnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
totalPeriods - requiredinteger >= 1The number of pay periods in the year.
totalRenumerationAmountnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
workGeocodeId - requiredstring (geocodeId)
9 characters [0-9]*
ID for a full GeoCode.
workLocationsArray of objects
(worklocation)
Array objects include the following sub-fields:
workLocationId
geocodeId- required
schoolDistrictId
currentHours
monthToDateHours
yearToDateHours
compensations - required
workLocationIdstringClient-defined identifier for a work location.
yearToDateAmountnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
yearToDateDeductionAmountnumber (currency)
decimal places <= 2
Two digits precision decimal for dollar.
yearToDateHoursnumberYear-to-date hours.