This page (revision-8) was last changed on 26-Nov-2021 10:22 by jmyers

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Symmetry Set Up - AR
Symmetry Set Up - AR

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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 changed one line
Please refer to document [PR_US_Federal_Tax_Calc.doc] '€˜General Set Up'€™ section for all set up requirement.
!!Arkansas State Tax Calculation
AR - Arkansas
At line 8 changed 36 lines
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
!!Arizona State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Arizona:
|04-000-0000-SIT-000|Arizona State Tax
|04-000-0000-ER_SUTA-000|Arizona State Unemployment Tax
|04-000-0000-ER_SUTA_SC-003|Arizona Job Training Tax
|04-000-0000-ER_SUTA_SC-051|Arizona Special Assessment Tax
\\ \\
On [IPUTR], there is a list of applicable taxes to be calculated for State of Arkansas:
|05-000-0000-SIT-000|Arkansas State Tax
|05-000-0000-ER_SUTA-000|Arkansas State Unemployment Tax
\\ \\
At line 45 changed 2 lines
!AZ – IPUTP Set Up
On [IPUTP],the Default Value needs to be provided to be used for PERCENTSTATE.
!AR – 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%%
At line 48 changed 2 lines
This Default Value will be used by [UPRLU] to populate the default value on the [IPRLU Miscellaneous|IPRLU#MiscellaneousTab] tab, otherwise, the PERCENTSTATE will need to be manually entered on the [IPRLU Miscellaneous|IPRLU#MiscellaneousTab] tab.
\\ \\
||Miscellaneous Identifiers||Description
|FILINGSTATUS| Mandatory, the valid filing statuses are:\\ \\'S'-single, 'MJ'-married filing jointly, 'H'-head of household
|LOWINCOMETAXRATES|Optional, enter 'True' or 'False'
|TEXARKANARESIDENT|Optional, enter 'True' or 'False'
|TOTALALLOWANCES|Optional, enter the total number of allowances
\\ \\
At line 51 changed 8 lines
!AZ – IPRLU Set Up
The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers
;PERCENTSTATE:Mandatory\\The percentage of state tax to withhold.\\Must be one of these values: 0, 1.3,.1.8, 2.7, 3.6, 4.2, 5.1
%%warning Important: If [IPRLU] PERCENTSTATE is not set up, Arizona State Tax will not be calculated.%%
\\ \\
----
!AZ – ER SUTA Rate
!AR – ER SUTA Rate
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#*This rate is applicable for the entire company within the State of Arizona.
#*This rate is applicable for the entire company within the State of Arkansas.
At line 66 changed 2 lines
#*If there is a specific rate given by the government for a different State Registration #, then enter the rate on [IDGV] by ‘Reg Type’; this overrides the [IPUTR] rate.
\\ \\
#*If there is a specific rate given by the government for a different State Registration #, then enter the rate on [IDGV] by ‘Reg Type’; this overrides the [IPUTR] rate.
\\ \\
At line 69 changed 2 lines
!AZ – IPPC / PC Usages
[IPPC] – Set up Pay Components by PC Usages
!AR – Trial Calc Example
[Symmetry Set Up - AR_01.jpg]\\ \\[IPRLU Miscellaneous Tab|IPRLU#MiscellaneousTab]
At line 72 changed 5 lines
In order to calculate the following taxes, please set up [IPPC] for these PC Usages:
||Usage||Description
|7130 State SUI|AZ-Job Training Tax
|7131 State SUI|AZ-Special Assessment Tax
\\ \\
AK0001 - FILINGSTATUS = S
AK0002 - LOWINCOMETAXRATES = FALSE
AK0003 - TEXARKANARESIDENT = FALSE
| | |
|PC 8046|Res SIT Earn|= 1729.97
|PC 6042|Res SIT|= 89.94
| | |
|PC 8056|Res SSP Earn|= 899.58 x 0.07
|PC 6052|Res Supp Tax|= 62.97
| | |
|PC 6703 SUI ER Contr|= 2766.66 x IPUTR 05-000-0000-ER_SUTA-000 Override Tax Rate 0.107|= 296.03
At line 78 removed 23 lines
!AZ – 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’
[IPUTR] - Employer SUTA Surcharge Tax
#Arizona Job Training Tax
#Arizona Special Assessment Tax
\\ \\
----
!AZ – Trial Calc Example
[Symmetry Set Up - AZ_01.jpg]\\ \\[IPRLU] Miscellaneous\\ \\AZ0001 PERCENTSTATE = 1.8
|PC 8046 Res SIT Earn|= 1680.55 x 1.8 %|= 30.25
|PC 6045 Res SIT|= 30.25|
| | |
|PC 8056 Res SSP Earn|= 873.88|
|PC 6047 Res Supp Tax|= 22.33|
| | |
|PC 6703 SUI ER Contr|= 2766.66 x IPUTR 04-000-0000-ER_SUTA-000 Override Tax Rate 0.06 (or further override by [IDGV] US SUI ER Rate 0.06)|= 166.00
| | |
|PC 6330 AZ-Job Training Tax|= 2766.66 x IPUTR ER_SUTA_SC-003 Tax Rate 0.001|= 2.77
|PC 6331 AZ-Assessment Tax|= 2766.66 x IPUTR ER_SUTA_SC-051 Tax Rate 0.004|= 11.07
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This page (revision-8) was last changed on 26-Nov-2021 10:22 by jmyersTop