This page (revision-7) was last changed on 26-Nov-2021 10:22 by kparrott

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

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Version Date Modified Size Author Changes ... Change note
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Symmetry Set Up - CT
Symmetry Set Up - CT

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Difference between version and

At line 3 changed 2 lines
!!!CONNECTICUT STATE TAX CALCULATION
[{InsertPage page='Symmetry General State Tax Calculation Set Up' section=1}]
!!!ARIZONA STATE TAX CALCULATION
!!State Tax Calculation - General Set Up
At line 6 changed 4 lines
!!Connecticut State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Connecticut:
|09-000-0000-SIT-000|Connecticut State Tax
|09-000-0000-ER_SUTA-000|Connecticut State Unemployment Tax
Please refer to document [PR_US_Federal_Tax_Calc.doc] '€˜General Set Up'€™ section for all set up requirement.
At line 11 changed 2 lines
!CT – IPRLU Set Up
The Miscellaneous Tax parameters must be set up for the following Miscellaneous Identifiers:
At state level, the following screens should be verified set up for each state:
At line 10 added 43 lines
!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
\\ \\
----
!AZ – IPUTP Set Up
On [IPUTP],the Default Value needs to be provided to be used for PERCENTSTATE.
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.
\\ \\
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!AZ – IPRLU Set Up
The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers:
At line 15 changed one line
|WITHHOLDINGCODE|Mandatory, must enter the withholding code: 'A','B','C','D','E',or 'F'.
|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 line 17 changed one line
%%information If these identifiers do not exist, [UPCALC] will generate the default entries for the identifiers.%%
%%warning Important: If [IPRLU] PERCENTSTATE is not set up, Arizona State Tax will not be calculated.%%
At line 20 changed one line
!CT – ER SUTA Rate
!AZ – ER SUTA Rate
At line 26 changed one line
#*This rate is applicable for the entire company within the State of Connecticut.
#*This rate is applicable for the entire company within the State of Arizona.
At line 31 changed 5 lines
!CT – Trial Calc Example
[Symmetry Set Up - CT_01.jpg]
;Work GEO:09-001-205720 Bridgeport, CT
\\[IPRLU Miscellaneous Tab|IPRLU#MiscellaneousTab]\\
WITHHOLDINGCODE = A
!AZ – IPPC / PC Usages
[IPPC] – Set up Pay Components by PC Usages
At line 37 changed 9 lines
|PC 8046 Res SIT Earn|= 2183.31
|PC 8056 Res SSP Earn|= 908.25
| |
|PC 6042 Res SIT|= 101.47
|PC 6052 Res Supp Tax|= 45.41
|Total|= 146.88 (if compared to Symmetry result, Symmetry showed Total SIT of 146.88)
| |
|PC 6703 SUI ER Contr|= 3403.85 x IPUTR 09-000-0000-ER_SUTA-000 Override Tax Rate 0.068
| |= 231.46
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
\\ \\
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!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’
At line 82 added 4 lines
[IPUTR] - Employer SUTA Surcharge Tax
#Arizona Job Training Tax
#Arizona Special Assessment Tax
\\ \\
At line 87 added 15 lines
!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-7) was last changed on 26-Nov-2021 10:22 by kparrottTop