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

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

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Page References

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Symmetry Set Up - CA
Symmetry Set Up - CA

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Difference between version and

At line 82 changed 8 lines
On [IPUTR], there is a list of applicable Taxes to be calculated for State of California:
06-000-0000-SIT-000 California State Tax
06-000-0000-SSP-000 California Supplemental Tax
06-000-0000-ER_SUTA-000 California State Unemployment Tax
06-000-0000-ER_SUTA_SC-004 California Employment Training Tax
06-000-0000-SDI-000 California SDI
06-000-277593-ER_POP-000 San Francisco Payroll Expense
On [IPUTR], there is a list of applicable taxes to be calculated for State of California:
|06-000-0000-SIT-000|California State Tax
|06-000-0000-SSP-000|California Supplemental Tax
|06-000-0000-ER_SUTA-000|California State Unemployment Tax
|06-000-0000-ER_SUTA_SC-004|California Employment Training Tax
|06-000-0000-SDI-000|California SDI
|06-000-277593-ER_POP-000|San Francisco Payroll Expense
At line 93 changed 15 lines
- The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers
FILINGSTATUS - Mandatory
- S'-single, 'M'-married, or 'H'-head of household.
REGULARALLOWANCES - Optional
ADDITIONALALLOWANCES - Optional
SUPPLEMENTAL - Optional, if this is blank, the Default Value from IPUTP will be used
- California has two Supplemental rates: one rate for Bonuses and one rate for Commissions
- if BONUS is set, the higher Supplemental rate will be used
- if COMMISSION is set, the lower Supplemental rate is used
e.g. for 2011, the lower rate of 0.066 will be used
- to calculate Supplemental Tax at higher Rate, set up as ‘BONUS’
The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers
||Miscellaneous Identifiers||Description
|FILINGSTATUS|Mandatory\\S'-single, 'M'-married, or 'H'-head of household
|REGULARALLOWANCES|Optional
|ADDITIONALALLOWANCES|Optional
|SUPPLEMENTAL|Optional\\If this is blank, the Default Value from [IPUTP] will be used\\ \\California has two Supplemental rates: one rate for Bonuses and one rate for Commissions\\If BONUS is set, the higher Supplemental rate will be used\\If COMMISSION is set, the lower Supplemental rate is used. e.g. for 2011, the lower rate of 0.066 will be used\\ \\To calculate Supplemental Tax at higher rate, set up as ‘BONUS’
At line 101 added one line
ER SUTA may be bypassed on [IPUTR] with ‘Do not Calculate’ or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’.
At line 112 changed 10 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 the Overridden Rate field
- this rate is applicable for the entire company for State of California
(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
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 California.
#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 125 changed 7 lines
- California Employee SDI will be calculated and stored in PC with Usage 6721 – SDI Tax Deduction
- EE SDI Rate and Wage Base are provided by the government and stored on IPUTR
- user may override this Rate and Wage Base on IPUTR, the IPUTR values are applicable to the entire company
- user may enter specific overridden Rate and Wage Base on IDGV by ‘Reg Type’ = ‘US SDI Regist n’ and ‘Govt Rate Type’ = ‘US SDI EE Rate’
- User may bypass this calculation on IPUTR with ‘Do not Calculate’ or IPRLU ‘SDI EE Method’ = ‘Do not Calculate’
*California Employee SDI will be calculated and stored in PC with Usage 6721 – SDI Tax Deduction
*EE SDI Rate and Wage Base are provided by the government and stored on [IPUTR]
*This Rate and Wage Base may be overridden on [IPUTR]; the [IPUTR] values are applicable to the entire company
*A specific overridden Rate and Wage Base may be entered on [IDGV] by ‘Reg Type’ = ‘US SDI Regist n’ and ‘Govt Rate Type’ = ‘US SDI EE Rate’
*This calculation may be bypassed on [IPUTR] with ‘Do not Calculate’ or IPRLU ‘SDI EE Method’ = ‘Do not Calculate’
At line 120 added one line
[IPPC] – Set up Pay Components by PC Usages
At line 122 added one line
In order to calculate the following taxes for California, set up [IPPC] for these PC Usages:
At line 137 changed 7 lines
IPPC – Set up Pay Components by PC Usages
If user wants to calculate the following taxes for California, please set up IPPC for these PC Usages:
Usage Description
7140 State SUI CA-Employment Training Tax
7141 State SUI CA-San Francisco PR Expense Tax
||Usage||Description
|7140 State SUI|CA-Employment Training Tax
|7141 State SUI|CA-San Francisco PR Expense Tax
At line 148 changed one line
- by default, the following taxes will be calculated unless IPUTR ‘Do Not Calculate’ Toggle is checked or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’
By default, the following taxes will be calculated, unless [IPUTR] ‘Do Not Calculate’ toggle is checked or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’
At line 150 changed one line
IPUTR - Employer SUTA Surcharge Tax
[IPUTR] - Employer SUTA Surcharge Tax
#California Employment Training Tax
#CA-San Francisco PR Expense Tax
At line 152 changed 11 lines
(1) California Employment Training Tax
(2) CA-San Francisco PR Expense Tax
- if the Tax Jurisdiction is for San Francisco, then ‘CA-San Francisco PR Expense Tax’ will be calculated and stored in Pay Component with PC Usage 7141
- if Pay Component is not defined for PC Usage 7141, this tax will not be calculated
If the Tax Jurisdiction is for San Francisco, then ‘CA-San Francisco PR Expense Tax’ will be calculated and stored in the pay component with PC Usage 7141. If the pay component is not defined for PC Usage 7141, this tax will not be calculated.
This page (revision-8) was last changed on 26-Nov-2021 10:22 by jmyersTop