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

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

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
10 26-Nov-2021 10:22 2 KB jmyers to previous
9 26-Nov-2021 10:22 2 KB jmyers to previous | to last
8 26-Nov-2021 10:22 3 KB jmyers to previous | to last
7 26-Nov-2021 10:22 4 KB jmyers to previous | to last
6 26-Nov-2021 10:22 4 KB jmyers to previous | to last
5 26-Nov-2021 10:22 4 KB jmyers to previous | to last
4 26-Nov-2021 10:22 6 KB jmyers to previous | to last
3 26-Nov-2021 10:22 6 KB jmyers to previous | to last
2 26-Nov-2021 10:22 6 KB jmyers to previous | to last
1 26-Nov-2021 10:22 3 KB jmyers to last

Page References

Incoming links Outgoing links
Symmetry Set Up - IA
Symmetry Set Up - IA

Version management

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
[{InsertPage page='Symmetry General State Tax Calculation Set Up' section=2}]
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
!!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 13 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
!IN – Trial Calc Example
At line 47 changed 2 lines
[IPRLU Miscellaneous Tab|IPRLU#MiscellaneousTab]\\
IA0001 - FILINGSTATUS = S
;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 61 added one line
18 IA – Iowa
At line 63 added one line
On IPUTR, there is a list of applicable Taxes to be calculated for State of Iowa:
At line 65 added 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