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

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Page References

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Symmetry Set Up - IA
Symmetry Set Up - IA

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Difference between version and

At line 3 changed 2 lines
!!!IOWA STATE TAX CALCULATION
[{InsertPage page='Symmetry General State Tax Calculation Set Up' section=1}]
!!!INDIANA STATE TAX CALCULATION
!!State Tax Calculation - General Set Up
At line 6 changed 6 lines
!!Iowa State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Iowa:
|19-000-0000-SIT-000|Iowa State Tax
|19-000-0000-ER_SUTA-000|Iowa State Unemployment Tax
|19-000-0000-ER_SUTA_SC-046|Iowa Reserve Fund
|19-000-0000-ER_SUTA_SC-047|Iowa Administrative Surcharge Tax
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
!!Indiana State Tax Calculation
|18-000-0000-SIT-000|Indiana State Tax
|18-000-0000-ER_SUTA-000|Indiana State Unemployment Tax
If [UPUTR] is run with list of Jurisdictions, then the following entries may exist:
|18-057-0000-CNTY-000|Hamilton County Tax|Showing County Tax Rate
|18-141-0000-CNTY-000|Saint Joseph County Tax|Showing County Tax Rate
|18-011-0000-CNTY-000|Boone County Tax|Showing County Tax Rate
|18-097-0000-CNTY-000|Marion County Tax|Showing County Tax Rate, etc
At line 14 changed one line
!IA – IPRLU Set Up
!IN – IPRLU Set Up
At line 18 changed 2 lines
|FILINGSTATUS|Mandatory\\The valid filing statuses are: 'S'-single or 'M'-married.
|TOTALALLOWANCES|Optional\\Enter the total number of allowances.
|DEPENDENTEXEMPTIONS|Optional\\Enter the total number of dependent exemptions.
|PERSONALEXEMPTIONS|Optional\\Enter the total number of personal exemptions.
At line 22 changed one line
!IA – ER SUTA Rate
!IN – ER SUTA Rate
At line 28 changed one line
#*This rate is applicable for the entire company within the State of Iowa.
#*This rate is applicable for the entire company within the State of Indiana.
At line 30 changed one line
#*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.
#*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 33 changed 16 lines
!IA – IPPC / PC Usages
[IPPC] – Set up Pay Components by PC Usages
||Usage||Description
|7220|IA- Reserved Tax - Since the Tax Rate for this tax is zero, this does not need to set this up
\\ \\
----
!IA – Special Taxes
IPUTR - Employer SUTA Surcharge Tax
#Iowa Reserve Fund - The Tax Rate for the Iowa Reserve Fund is set at 0 by the government, therefore this tax is not calculated
#Iowa Administrative Surcharge Tax - The Tax Rate is set at 0 by the government, therefore this tax is not calculated
\\ \\
----
!IA – Trial Calc Example
[Symmetry Set Up - IA_01.jpg]\\ \\
[IPRLU Miscellaneous Tab|IPRLU#MiscellaneousTab]\\
IA0001 - FILINGSTATUS = S
!IN – Trial Calc Example
[Symmetry Set Up - IN_01.jpg]\\ \\
;Work GEO: 18-097-452890 Indianapolis, Marion County
[IPRLU Miscellaneous|IPRLU#MiscellaneousTab] Tab
;DEPENDENTEXEMPTIONS:= 0
;PERSONALEXEMPTIONS:= 0
At line 50 changed 13 lines
|PC 8046 Res SIT Earn|= 1729.97
|PC 6042 Res SIT|= 77.07
| |
|PC 8056 Res SSP Earn|= 899.58 x 0.06
|PC 6052 Res Supp Tax|= 53.97
| |
|PC 6703 SUI ER Contr|= 2923.08 x IPUTR 19-000-0000-ER_SUTA-000 Override Tax Rate 0.09
| |= 263.08
| |
|PC 6721 SDI EE|= 2923.08 x IPUTR 15-000-0000-SDI-000 Tax Rate 0.00005
| |= 0.15
;Iowa Reserve Fund and Iowa Administrative Surcharge Tax:The Tax Rates are set at 0 by the government, therefore these taxes are not calculated.
|PC 8046 Res SIT Earn|= 2183.31
|PC 6042 Res SIT|= 2183.31 x 3.4% = 74.23
|PC 8056 Res SSP Earn|= 908.25
|PC 6052 Res Supp Tax|= 908.25 x 3.4% = 30.88
| |
|PC 6703 SUI ER Contr|= 3241.80 x IPUTR 18-000-0000-ER_SUTA-000 Override Tax Rate 0.095
| | = 307.97
|PC 8110 RCNTY Earn|= 2183.31
|PC 6831 Res CNTY Tax|= 2183.31 x 0.0162 = 35.37
|PC 8111 RCNTY SupEarn|= 908.25
|PC 6850 Res CNTY Sup Tax|= 908.25 x 0.0162 = 14.71
At line 71 removed one line
This page (revision-10) was last changed on 26-Nov-2021 10:22 by jmyersTop