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Page References

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Symmetry Set Up - AZ
Symmetry Set Up - AZ

Version management

Difference between version and

At line 3 changed 2 lines
!!!ARIZONA STATE TAX CALCULATION
[{InsertPage page='Symmetry General State Tax Calculation Set Up' section=1}]
!!!ALASKA STATE TAX CALCULATION
!!State Tax Calculation - General Set Up
At line 6 changed 10 lines
!!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
\\
----
!AZ – IPUTP Set Up
On [IPUTP],the Default Value needs to be provided to be used for PERCENTSTATE.
Please refer to document [PR_US_Federal_Tax_Calc.doc] '€˜General Set Up'€™ section for all set up requirement.
At line 17 changed 7 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.
\\ \\
----
!AZ – IPRLU Set Up
The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers:
||Miscellaneous Identifiers||Description
|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
At state level, the following screens should be verified set up for each state:
At line 25 changed 2 lines
%%warning Important: If [IPRLU] PERCENTSTATE is not set up, Arizona State Tax will not be calculated.%%
\\
!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
!!Alaska State Tax Calculation
On IPUTR, there is a list of applicable Taxes to be calculated for State of Alaska:
02-000-0000-ER_SUTA-000 Alaska State Unemployment Tax
02-000-0000-SUI-000 Alaska SUI
There is no State Tax for Alaska, therefore IPRLU Miscellaneous Tax Parameters are not required to be set up..
\\ \\\
At line 28 changed one line
!AZ – ER SUTA Rate
!AK – ER SUTA Rate
At line 34 changed one line
#*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 Alaska.
At line 37 changed one line
\\ \\
\\ \\\
At line 39 changed 2 lines
!AZ – IPPC / PC Usages
[IPPC] – Set up Pay Components by PC Usages
!AK – EE SUI Rate
EE SUI may be bypassed on [IPUTR] with ‘Do not Calculate’ or [IPRLU] ‘SUI EE Method’ = ‘Do not Calculate’.
#IPUTR
#*Enter SUI EE Rate that is given by the government on the Override Tax Rate field, if applicable.
#*This rate is applicable for the entire company within the State of Alaska.
#IDGV
#*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 42 changed 8 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
\\ \\
----
!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’
The [IPUTR] SUI built-in rate and SUI wage base may be overridden by one of the options above.
At line 51 changed 4 lines
[IPUTR] - Employer SUTA Surcharge Tax
#Arizona Job Training Tax
#Arizona Special Assessment Tax
\\ \\
It is recommended that if the SUI rate is overridden, the SUI overridden wage base should also be entered. This is to ensure that with the overridden SUI rate, the SUI is able to stop at the proper maximum wage base with the new rate.
\\ \\\
At line 56 changed 2 lines
!AZ – Trial Calc Example
[Symmetry Set Up - AZ_01.jpg]\\ \\[IPRLU] Miscellaneous\\ \\AZ0001 PERCENTSTATE = 1.8
!AK – UPCALC Example
[Symmetry Set Up - AK_01.jpg]
At line 59 changed 10 lines
|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
Work GEO: 02-150-1398007 Akhiok, Alaska
At line 74 added 6 lines
Pay# 5
|PC 8046 Res SIT Earn|= 0 (No State Tax)|
|PC 6045 Res SIT|= 0 (No State Tax)|
|PC 6701 SUI EE|= 3183.96 x IPUTR 02-000-0000-SUI-000 Tax Rate 0.058|= 18.47
|PC 6703 SUI ER Contr|= 3183.96 x IPUTR 02-000-0000-ER_SUTA-000 Overridden Rate 0.054|= 171.93
This page (revision-16) was last changed on 26-Nov-2021 10:22 by jmyersTop