This page (revision-17) was last changed on 26-Nov-2021 10:22 by jmyers

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Page References

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Symmetry Set Up - AL
Symmetry Set Up - AL

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At line 4 changed one line
!!State Tax Calculation - General Set Up
[{InsertPage page='Symmetry General State Tax Calculation Set Up' section=1}]
At line 6 removed 32 lines
Please refer to document [PR_US_Federal_Tax_Calc.doc] '€˜General Set Up'€™ section for all set up requirement.
At state level, the following screens should be verified set up for each state:
!IPUTR
This screen is used to:
*view US Tax Rates by state and to enter the Overridden rates and Wage Base.
*suppress some SUTA Surcharge Calculation for some states by checking the '€˜Do not Calculate'€™ toggle
!IPUTP
This screen is used to:
*view US Tax Miscellaneous Parameters by the states that are applicable for [IPRLU]
!IDGV
*This screen may optionally contain specific Override rates and Wage bases by Government Registration for each Registration from the Pay Header'€™s group
*[IDGV] overridden amounts take precedence over the [IPUTR] overridden amounts
!IPRLU/IPRULS
*Each employee must be set up with the applicable Tax Methods
*Miscellaneous Tax Parameters must be set up by the states that need to be paid
!UPRLU
This process audits the US Tax Filing information and generates [IPRLU] Miscellaneous Tax Parameters information according to [IMCT] set up
!IPPH
*The Pay Header tab must specify the default Work Jurisdiction and Home Jurisdiction
*In the Pay Lines tab, the Jurisdiction field must specify the Work Jurisdiction of this pay line
*After Trial Calc or UPCALC, the Pay Amounts tab will contain all US Taxation amounts in summary that are used for the calculation of net pay
*The Pay Jurisdiction tab contains the default Work Jurisdiction and Home Jurisdiction
*After Trial Calc or UPCALC, the Pay Jurisdiction tab contains all US Taxation amounts by jurisdiction in detail
At line 51 changed 2 lines
\\ \\
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The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers
If these Identifiers do not exist, UPCALC will generate the default entries for the Identifiers
;[FILINGSTATUS]:Mandatory\\'S'-single, 'M'-married, 'MS'-married filing separate, 'H'-head of household, or '0' (the number zero).
;[DEPENDENTS]:Optional, enter the number of dependents\\Under the Local tab, the City and County Tax Methods must be defined in order for the local tax to be calculated.
The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers.
%%information If these identifiers do not exist, [UPCALC] will generate the default entries for the identifiers.%%
||Miscellaneous Identifiers||Description
|FILINGSTATUS|Mandatory\\'S'-single, 'M'-married, 'MS'-married filing separate, 'H'-head of household, or '0' (the number zero)
|DEPENDENTS|Optional, enter the number of dependents
%%information Under the Local tab, the City and County Tax Methods must be defined in order for the local tax to be calculated.%%
\\ \\
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At line 31 added one line
ER SUTA may be bypassed on [IPUTR] with ‘Do not Calculate’ or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’.
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User may bypass ER SUTA on IPUTR with ‘Do not Calculate’ or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’.
There are 2 options to set up ER SUTA Rate by State:
(1) IPUTR - enter the SUTA ER Rate that is given by the Government on Override Tax Rate field
- this rate is applicable for the entire company for State of Alabama
(2) IDGV - if there is a specific rate given by the government for different State Registration #,
then enter on IDGV by ‘Reg Type’, this overrides the IPUTR Rate
There are two options to set up ER SUTA rate by state:
#IPUTR
#*Enter the SUTA ER rate that is given by the government on Override Tax Rate field
#*This rate is applicable for the entire company for State of Alabama
#IDGV
#*If there is a specific rate given by the government for different State Registration #, then enter on [IDGV] by ‘Reg Type’; this overrides the [IPUTR] rate
\\ \\
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[IPPC] – Set up Pay Components by PC Usages
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IPPC – Set up Pay Components by PC Usages
If user wants to calculate the following taxes, please set up IPPC for these PC Usages:
Usage Description
7110 State SUI AL-Employment Security Tax
In order to calculate the following taxes, please set up [IPPC] for these PC Usages:
||Usage||Description
|7110 State SUI|AL-Employment Security Tax
\\ \\
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By default, the following taxes will be calculated unless the [IPUTR] ‘Do Not Calculate’ toggle is checked or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’
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- by default, the following taxes will be calculated unless IPUTR ‘Do Not Calculate’ Toggle is checked or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’
IPUTR - Employer SUTA Surcharge Tax
(1) Alabama Employment Security Assessment
[IPUTR] - Employer SUTA Surcharge Tax
*Alabama Employment Security Assessment
\\ \\
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[Symmetry Set Up - AL_01.jpg]\\ \\Work: AL 01-073-123503 Mountain Brook, Jefferson
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[IPRLU] Miscellaneous Tab
AL0001 - FILINGSTATUS = S
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Work: AL 01-073-123503 Mountain Brook, Jefferson
|PC 8046 Res SIT Earn|= 2667.70 (SIT Tax for Single FS)|= 100.80
|PC 8056 Res SSP Earn|= 719.86 x 0.05 (2010 SSP Rate from govt)|= 35.99
| | |
|PC 6042|Res SIT|= 100.80
|PC 6052|Res SIT Sup|= 35.99
| | |
|PC 6703 SUI ER Contr|= 3711.85 x IDGV US SUI ER Rate 0.083|= 308.08
| | |
|PC 6310 AL-Employment Security Tax|= 3711.85 x IPUTR ER_SUTA_SC-001 Tax Rate 0.0006|= 2.23
| | |
Jefferson County Tax:
AL0001 - FILINGSTATUS = S
At line 100 changed 2 lines
IPRLU MISCELLANEOUS Tab
AL0001 FILINGSTATUS = S
|PC 6850 Res CNTY Tax|= 2792.63 x IPUTR 01-073-0000-CNTY-000 Tax Rate 0.0045|= 12.57
|PC 6831 RCNTY Sup Tax|= 753.57 x IPUTR 01-073-0000-CNTY-000 Tax Rate 0.0045|= 3.39
At line 103 changed 2 lines
PC 8046 Res SIT Earn = 2667.70 (SIT Tax for Single FS) = 100.80
PC 8056 Res SSP Earn = 719.86 x 0.05 (2010 SSP Rate from govt) = 35.99
For Mountain Brook, City Tax is applicable with zero rate, PC 8130 and PC 8131 are stored for RCITY Earn.
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PC 6042 Res SIT = 100.80
PC 6052 Res SIT Sup = 35.99
PC 6703 SUI ER Contr = 3711.85 x IDGV US SUI ER Rate 0.083
= 308.08
PC 6310 AL-Employment Security Tax = 3711.85 x IPUTR ER_SUTA_SC-001 Tax Rate 0.0006
= 2.23
Jefferson County Tax:
PC 6850 Res CNTY Tax = 2792.63 x IPUTR 01-073-0000-CNTY-000 Tax Rate 0.0045
= 12.57
PC 6831 RCNTY Sup Tax = 753.57 x IPUTR 01-073-0000-CNTY-000 Tax Rate 0.0045
= 3.39
For Mountain Brook, City Tax is applicable with zero rate, PC 8130 and PC 8131 are stored for RCITY Earn.
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![Notes|Edit:Internal.Tax Reporting - WI]
[{InsertPage page='Internal.Tax Reporting - WI' default='Click to create a new notes page'}]
![Notes|Edit:Internal.Symmetry Set Up - AL]
[{InsertPage page='Internal.Symmetry Set Up - AL' default='Click to create a new notes page'}]
This page (revision-17) was last changed on 26-Nov-2021 10:22 by jmyersTop