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Page References

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Symmetry Set Up - AZ
Symmetry Set Up - AZ

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At line 4 changed one line
[{InsertPage page='Symmetry General State Tax Calculation Set Up' section=1}]
!!State Tax Calculation - General Set Up
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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
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\\
\\ \\
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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.
This Default Value will be used by [UPRLU] to populate the default value on the [IPRLU] Miscellaneous tab, otherwise, the PERCENTSTATE will need to be manually entered on [IPRLU] Miscellaneous tab.
At line 21 removed 3 lines
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
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%%warning Important: If [IPRLU] PERCENTSTATE is not set up, Arizona State Tax will not be calculated.%%
\\
- 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
IMPORTANT:
If IPRLU PERCENTSTATE is not set up, Arizona State Tax will not be calculated.
\\ \\
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ER SUTA may be bypassed on [IPUTR] with ‘Do not Calculate’ or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’.
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There are two options to set up the ER SUTA rate by state:
#IPUTR
#*Enter the SUTA ER rate that is given by the government on the Override Tax Rate field.
#*This rate is applicable for the entire company within the State of Arizona.
#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.
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 the Overridden Rate field
- this rate is applicable for the entire company for State of Arizona
(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
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[IPPC] – Set up Pay Components by PC Usages
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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
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
7130 State SUI AZ-Job Training Tax
7131 State SUI AZ-Special Assessment 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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[IPUTR] - Employer SUTA Surcharge Tax
#Arizona Job Training Tax
#Arizona Special Assessment Tax
- 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) Arizona Job Training Tax
(2) Arizona Special Assessment Tax
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[Symmetry Set Up - AZ_01.jpg]\\ \\[IPRLU] Miscellaneous\\ \\AZ0001 PERCENTSTATE = 1.8
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|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
At line 113 added 21 lines
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
This page (revision-16) was last changed on 26-Nov-2021 10:22 by jmyersTop