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

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Page References

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

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Difference between version and

At line 4 changed one line
[{InsertPage page='Symmetry General State Tax Calculation Set Up' section=1}]
!!State Tax Calculation - General Set Up
At line 6 changed 5 lines
!!Alabama State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for state of Alabama:
|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
Please refer to document [PR_US_Federal_Tax_Calc.doc] ‘General Set Up’ section for all set up requirement.
At line 12 changed one line
Alabama State may calculate County or City tax depending on the County and City portion of the GNIS code.
At State Level, the following screens should be verified set up for each state:
At line 14 changed one line
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.
!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
At line 16 changed 16 lines
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.%%
\\ \\
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!AL – ER SUTA Rate
ER SUTA may be bypassed on [IPUTR] with ‘Do not Calculate’ or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’.
!IPUTP
This screen is used to:
*view US Tax Miscellaneous Parameters by the states that are applicable for [IPRLU]
At line 33 changed 10 lines
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
!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
At line 44 changed 7 lines
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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!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’
!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
At line 52 changed 6 lines
[IPUTR] - Employer SUTA Surcharge Tax
*Alabama Employment Security Assessment
\\ \\
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!AL – Trial Calc Example
[Symmetry Set Up - AL_01.jpg]\\ \\Work: AL 01-073-123503 Mountain Brook, Jefferson
!UPRLU
This process audits the US Tax Filing information and generates [IPRLU] Miscellaneous Tax Parameters information according to [IMCT] set up
At line 59 changed 2 lines
[IPRLU] Miscellaneous Tab
AL0001 - FILINGSTATUS = S
!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 62 removed 12 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
| | |
|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 removed 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
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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.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