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

This page was created on 26-Nov-2021 10:22 by jmyers

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
17 26-Nov-2021 10:22 3 KB jmyers to previous
16 26-Nov-2021 10:22 3 KB jmyers to previous | to last
15 26-Nov-2021 10:22 5 KB jmyers to previous | to last
14 26-Nov-2021 10:22 5 KB jmyers to previous | to last
13 26-Nov-2021 10:22 5 KB jmyers to previous | to last
12 26-Nov-2021 10:22 5 KB jmyers to previous | to last
11 26-Nov-2021 10:22 5 KB jmyers to previous | to last
10 26-Nov-2021 10:22 5 KB jmyers to previous | to last
9 26-Nov-2021 10:22 5 KB jmyers to previous | to last
8 26-Nov-2021 10:22 5 KB jmyers to previous | to last
7 26-Nov-2021 10:22 1 KB jmyers to previous | to last
6 26-Nov-2021 10:22 1 KB jmyers to previous | to last
5 26-Nov-2021 10:22 1 KB jmyers to previous | to last
4 26-Nov-2021 10:22 1 KB jmyers to previous | to last
3 26-Nov-2021 10:22 1 KB jmyers to previous | to last
2 26-Nov-2021 10:22 1 KB jmyers to previous | to last
1 26-Nov-2021 10:22 1 KB jmyers to last

Page References

Incoming links Outgoing links
Symmetry Set Up - AL
Symmetry Set Up - AL

Version management

Difference between version and

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 8 added 3 lines
|01-000-0000-SIT-000|Alabama State Tax
|01-000-0000-ER_SUTA-000|Alabama State Unemployment Tax
|01-000-0000-ER_SUTA_SC-001|Alabama Employment Security Assessment
At line 41 changed 3 lines
01-000-0000-SIT-000 Alabama State Tax
01-000-0000-ER_SUTA-000 Alabama State Unemployment Tax
01-000-0000-ER_SUTA_SC-001 Alabama Employment Security Assessment
Alabama State may calculate County or City tax depending on the County and City portion of the GNIS code.
At line 45 changed 2 lines
Alabama State may calculate County or City tax depending on the County and City portion of the GNIS code.
On IDTX screen, after the list of Tax Jurisdictions are specified for the State of Alabama, users can re-run UPUTR to select Alabama State, and select the list of Jurisdictions for Alabama to generate the following applicable Tax entries for CNTY and CITY tax. These entries are for information purposes only, the taxes are calculated based on GNIS code even if these entries do not exist on IPUTR. The following is an example of County and City tax:
On [IDTX], after the list of Tax Jurisdictions are specified for the State of Alabama, [UPUTR] can be re-run to select Alabama and the list of Jurisdictions for Alabama in order to generate applicable Tax entries for CNTY and CITY tax.
At line 48 changed 3 lines
01-087-0000-CNTY-000 Macon County Tax
01-000-123503-CITY-000 Mountain Brook City Tax
3.1 AL – IPRLU Set Up
The following entry examples are for information purposes only, the taxes are calculated based on GNIS code even if these entries do not exist on [IPUTR].
|01-087-0000-CNTY-000|Macon County Tax
|01-000-123503-CITY-000|Mountain Brook City Tax
\\ \\
----
!AL – IPRLU Set Up
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.%%
\\ \\
----
!AL – ER SUTA Rate
ER SUTA may be bypassed on [IPUTR] with ‘Do not Calculate’ or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’.
At line 52 changed 2 lines
- 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
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
\\ \\
----
!AL – IPPC / PC Usages
[IPPC] – Set up Pay Components by PC Usages
At line 55 changed one line
In order to calculate the following taxes, please set up [IPPC] for these PC Usages:
||Usage||Description
|7110 State SUI|AL-Employment Security Tax
\\ \\
----
!AL – Special Taxes
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’
At line 57 changed 2 lines
FILINGSTATUS - Mandatory
- 'S'-single, 'M'-married, 'MS'-married filing separate, 'H'-head of household, or '0' (the number zero).
[IPUTR] - Employer SUTA Surcharge Tax
*Alabama Employment Security Assessment
\\ \\
----
!AL – Trial Calc Example
[Symmetry Set Up - AL_01.jpg]\\ \\Work: AL 01-073-123503 Mountain Brook, Jefferson
At line 60 changed one line
DEPENDENTS - Optional, enter the number of dependents
[IPRLU] Miscellaneous Tab
AL0001 - FILINGSTATUS = S
At line 62 changed one line
- Under the Local tab, the City and County Tax Methods must be defined in order for the local tax to be calculated.
|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 75 added 2 lines
|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 65 changed one line
3.2 AL – ER SUTA Rate
For Mountain Brook, City Tax is applicable with zero rate, PC 8130 and PC 8131 are stored for RCITY Earn.
At line 67 changed 67 lines
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
3.3 AL – IPPC / PC Usages
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
3.4 AL – Special Taxes
- 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
3.5 AL – Trial Calc Example
Work: AL 01-073-123503 Mountain Brook, Jefferson
IPRLU MISCELLANEOUS Tab
AL0001 FILINGSTATUS = S
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:
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.
----
![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