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Page References

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Symmetry Set Up - IA
Symmetry Set Up - IA

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At line 3 changed 3 lines
!!!INDIANA STATE TAX CALCULATION
Symmetry General State Tax Calculation Set Up [Symmetry General State Tax Calculation Set Up|Symmetry General State Tax Calculation Set Up#MiscellaneousTab]
!!State Tax Calculation - General Set Up
!!!IOWA STATE TAX CALCULATION
[{InsertPage page='Symmetry General State Tax Calculation Set Up' section=1}]
At line 7 changed 39 lines
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
!!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
At line 48 changed one line
!IN – IPRLU Set Up
!IA – IPRLU Set Up
At line 52 changed 2 lines
|DEPENDENTEXEMPTIONS|Optional\\Enter the total number of dependent exemptions.
|PERSONALEXEMPTIONS|Optional\\Enter the total number of personal exemptions.
|FILINGSTATUS|Mandatory\\The valid filing statuses are: 'S'-single or 'M'-married.
|TOTALALLOWANCES|Optional\\Enter the total number of allowances.
At line 56 changed one line
!IN – ER SUTA Rate
!IA – ER SUTA Rate
At line 62 changed one line
#*This rate is applicable for the entire company within the State of Indiana.
#*This rate is applicable for the entire company within the State of Iowa.
At line 64 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 67 changed one line
!IN – Trial Calc Example
!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
At line 69 changed 4 lines
;Work GEO: 18-097-452890 Indianapolis, Marion County
[IPRLU Miscellaneous|IPRLU#MiscellaneousTab] Tab
;DEPENDENTEXEMPTIONS:= 0
;PERSONALEXEMPTIONS:= 0
[IPRLU Miscellaneous Tab|IPRLU#MiscellaneousTab]\\
IA0001 - FILINGSTATUS = S
At line 74 changed 11 lines
|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
|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.
At line 92 removed one line
18 IA – Iowa
At line 94 removed one line
On IPUTR, there is a list of applicable Taxes to be calculated for State of Iowa:
At line 96 removed 86 lines
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
18.1 IA – IPRLU Set Up
- The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers
- if these Identifiers do not exist, UPCALC will generate the default entries for the Identifiers
Miscellaneous Identifiers Description
FILINGSTATUS - Mandatory
- The valid filing statuses are: 'S'-single or 'M'-married.
TOTALALLOWANCES - Optional, enter the total number of allowances
18.2 IA – 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 Override Tax Rate field
- this rate is applicable for the entire company for State of Iowa
(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
18.3 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, user does not need
to set this up
18.4 IA – Special Taxes
IPUTR - Employer SUTA Surcharge Tax
(1) Iowa Reserve Fund
- the Tax Rate for the Iowa Reserve Fund is set at 0 by the government, therefore this tax is not calculated
(2) Iowa Administrative Surcharge Tax
- the Tax Rate is set at 0 by the government, therefore this tax is not calculated
18.5 IA – Trial Calc Example
IPRLU
IA0001 FILINGSTATUS = S
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
This page (revision-10) was last changed on 26-Nov-2021 10:22 by jmyersTop