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Page References

Incoming links Outgoing links
Symmetry Set Up - DE
Symmetry Set Up - DE

Version management

Difference between version and

At line 2 added 2 lines
!!!DELAWARE STATE TAX CALCULATION
[{InsertPage page='Symmetry General State Tax Calculation Set Up' section=1}]
At line 3 changed 47 lines
!!!ALABAMA STATE TAX CALCULATION
!!State Tax Calculation - General Set Up
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
!!Alabama State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for state of Alabama:
|01-000-0000-SIT-000|Alabama State Tax
|01-000-0000-ER_SUTA-000|Alabama State Unemployment Tax
|01-000-0000-ER_SUTA_SC-001|Alabama Employment Security Assessment
Alabama State may calculate County or City tax depending on the County and City portion of the GNIS code.
On [IDTX], after the list of Tax Jurisdictions are specified for the State of Alabama, [UPUTR] can be re-run to select Alabama and the list of Jurisdictions for Alabama in order to generate applicable Tax entries for CNTY and CITY tax.
The following entry examples are for information purposes only, the taxes are calculated based on GNIS code even if these entries do not exist on [IPUTR].
|01-087-0000-CNTY-000|Macon County Tax
|01-000-123503-CITY-000|Mountain Brook City Tax
!!Delaware State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Delaware:
|10-000-0000-SIT-000|Delaware State Tax
|10-000-0000-ER_SUTA-000|Delaware State Unemployment Tax
|10-000-0000-ER_SUTA_SC-008|Delaware Training Tax
\\ \\
If [UPUTR] is run with the Wilmington jurisdiction, the following entry will exist:
|10-000-214862-CITY-000 |Wilmington Earned Income Tax
|10-000-214862-ER_EHT-000|Wilmington Business License Fee - Employer
At line 52 changed one line
!AL – IPRLU Set Up
!DE – IPRLU Set Up
At line 54 removed one line
%%information If these identifiers do not exist, [UPCALC] will generate the default entries for the identifiers.%%
At line 56 changed 3 lines
|FILINGSTATUS|Mandatory\\'S'-single, 'M'-married, 'MS'-married filing separate, 'H'-head of household, or '0' (the number zero)
|DEPENDENTS|Optional, enter the number of dependents
%%information Under the Local tab, the City and County Tax Methods must be defined in order for the local tax to be calculated.%%
|FILINGSTATUS|Mandatory\\'S'-single, 'M'-married, 'MS'- married but w/h at higher single rate.
|TOTALALLOWANCES|Optional
At line 61 changed one line
!AL – ER SUTA Rate
!DE – ER SUTA Rate
At line 67 changed one line
#*This rate is applicable for the entire company for State of Alabama
#*This rate is applicable for the entire company for State of Delaware
At line 69 changed one line
#*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
#*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
At line 72 changed one line
!AL – IPPC / PC Usages
!DE – IPPC / PC Usages
At line 77 changed 2 lines
|7110 State SUI|AL-Employment Security Tax
\\ \\
|7180 State|DE – Training Tax
|7181 State|DE – Wilmington Business License Fee
\\ \\
At line 80 changed 3 lines
!AL – 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’
!DE – Special Taxes
At line 84 changed 2 lines
*Alabama Employment Security Assessment
\\ \\
#Delaware Training Tax\\By default, the following tax will be calculated unless the [IPUTR] ‘Do Not Calculate’ toggle is checked or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’.
#Wilmington Earned Income Tax
|10-000-214862-CITY-000|Wilmington Earned Income Tax
|10-000-214862-ER_EHT-000|Wilmington Business License Fee - Employer
*If the Tax Jurisdiction is for Wilmington, then these taxes will be calculated.
*Wilmington Earned Income Tax will be stored with CITY Taxes PC usages.
*Wilmington Business License Fee will be stored with PC Usage 7181.
\\ \\
At line 87 changed 18 lines
!AL – Trial Calc Example
[Symmetry Set Up - AL_01.jpg]\\ \\Work: AL 01-073-123503 Mountain Brook, Jefferson
[IPRLU] Miscellaneous Tab
||AL0001||FILINGSTATUS||= S
|PC 8046 Res SIT Earn|= 2667.70 (SIT Tax for Single FS)|= 100.80
|PC 8056 Res SSP Earn|= 719.86 x 0.05 (2010 SSP Rate from govt)|= 35.99
| | |
|PC 6042|Res SIT|= 100.80
|PC 6052|Res SIT Sup|= 35.99
| | |
|PC 6703 SUI ER Contr|= 3711.85 x IDGV US SUI ER Rate 0.083|= 308.08
| | |
|PC 6310 AL-Employment Security Tax|= 3711.85 x IPUTR ER_SUTA_SC-001 Tax Rate 0.0006|= 2.23
| | |
Jefferson County Tax:
||AL0001||FILINGSTATUS||= S
|PC 6850 Res CNTY Tax|= 2792.63 x IPUTR 01-073-0000-CNTY-000 Tax Rate 0.0045|= 12.57
|PC 6831 RCNTY Sup Tax|= 753.57 x IPUTR 01-073-0000-CNTY-000 Tax Rate 0.0045|= 3.39
!DE – Trial Calc Example
[Symmetry Set Up - DE_01.jpg]
;Work GEO:DE 10-003-214862 Wilmington
\\[IPRLU Miscellaneous Tab|IPRLU#MiscellaneousTab]\\
DE0001 - FILINGSTATUS = S\\
DE0002 - TOTALALLOWANCES = 0
At line 106 changed one line
For Mountain Brook, City Tax is applicable with zero rate, PC 8130 and PC 8131 are stored for RCITY Earn.
|PC 8046 Res SIT Earn|= 3176.26|
|PC 8056 Res SSP Earn|= 1855.79|
|PC 6042 Res SIT|= 164.89
|PC 6052 Res SIT Sup|= 128.98|DE has no State Supplemental Tax Rate\\ \\CURRENTAGGREGATION Method is automatically used
|PC 6703 SUI ER Contr|= 5423.08 x [IPUTR] 10-000-0000-ER_SUTA-000 Overridden Rate 0.0835|= 452.83
|PC 6380DE Training Tax|= 5423.08 x [IPUTR] 10-000-0000-ER_SUTA_SC-008 Rate .00015|= 8.13
|PC 6381 DE Wilmington Head Tax = 10.00|(From [IPUTR] 10-000-214862-ER_EHT-000 Rate: 10)|If MTD of this PC Usage > 0, then this PC will not be taken
At line 112 removed 103 lines
10 DE - Delaware
On IPUTR, there is a list of applicable Taxes to be calculated for State of Delaware:
10-000-0000-SIT-000 Delaware State Tax
10-000-0000-ER_SUTA-000 Delaware State Unemployment Tax
10-000-0000-ER_SUTA_SC-008 Delaware Training Tax
If UPUTR is run with Wilmington Jurisdiction, the following entry will exist:
10-000-214862-CITY-000 Wilmington Earned Income Tax
10-000-214862-ER_EHT-000 Wilmington Business License Fee - Employer
10.1 DE – IPRLU Set Up
- The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers
FILINGSTATUS - Mandatory
- 'S'-single, 'M'-married, or 'MH'-married but w/h at higher single rate.
TOTALALLOWANCES - Optional
10.2 DE – ER SUTA 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 Delaware
(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
10.3 DE – IPPC / PC Usages
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
7180 State DE – Training Tax
7181 State DE – Wilmington Business License Fee
10.4 DE – Special Taxes
IPUTR - Employer SUTA Surcharge Tax
(1) Delaware Training Tax
- by default, the following tax will be calculated unless IPUTR ‘Do Not Calculate’ Toggle is checked or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’
(2) Wilmington Earned Income Tax
10-000-214862-CITY-000 Wilmington Earned Income Tax
10-000-214862-ER_EHT-000 Wilmington Business License Fee - Employer
- if the Tax Jurisdiction is for Wilmington, then these taxes will be calculated
- Wilmington Earned Income Tax will be stored with CITY Taxes PC usages
- Wilmington Business License Fee will be stored with PC Usage 7181
10.5 DE – Trial Calc Example
Work GEO: DE 10-003-214862 Wilmington
IPRLU
DE0001 FILINGSTATUS = S
DE0002 TOTALALLOWANCES = 0
PC 8046 Res SIT Earn = 3176.26
PC 8056 Res SSP Earn = 1855.79
PC 6042 Res SIT = 164.89
PC 6052 Res SIT Sup = 128.98 DE has no State Supplemental Tax Rate
- CURRENTAGGREGATION Method is automatically used
PC 6703 SUI ER Contr = 5423.08 x IPUTR 10-000-0000-ER_SUTA-000 Overridden Rate 0.0835
= 452.83
PC 6380DE Training Tax = 5423.08 x IPUTR 10-000-0000-ER_SUTA_SC-008 Rate .00015
= 8.13
PC 6381 DE Wilmington Head Tax = 10.00 (from IPUTR 10-000-214862-ER_EHT-000 Rate: 10)
- if MTD of this PC Usage > 0, then this PC will not be taken
This page (revision-11) was last changed on 26-Nov-2021 10:22 by jmyersTop