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

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Page References

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Symmetry Set Up - ID
Symmetry Set Up - ID

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Difference between version and

At line 3 changed 2 lines
!!!INDIANA STATE TAX CALCULATION
[{InsertPage page='Symmetry General State Tax Calculation Set Up' section=1}]
!!!IDAHO STATE TAX CALCULATION
!!State Tax Calculation - General Set Up
At line 6 added 94 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
!!Hawaii State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Hawaii:
|15-000-0000-SIT-000|Hawaii State Tax
|15-000-0000-ER_SUTA-000|Hawaii State Unemployment Tax
|15-000-0000-ER_SUTA_SC-012|Hawaii Employment And Training Tax
|15-000-0000-SDI-000|Hawaii SDI / TDI
\\
----
!HI – 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, 'M'-married, 'MH'-married but w/h at higher single rate, or 'D'-certified disabled person.
|TOTALALLOWANCES|Optional\\Enter the total number of allowances
\\
----
!HI – ER SUTA Rate
ER SUTA may be bypassed on [IPUTR] with ‘Do not Calculate’ or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’.
There are two options to set up the ER SUTA rate by state:
#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 within the State of Hawaii.
#IDGV
#*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.
\\ \\
----
!HI – IPPC / PC Usages
[IPPC] – Set up Pay Components by PC Usages
In order to to calculate the following taxes, set up [IPPC] for these PC Usages:
||Usage||Description
|7210|HI- Employment Training Tax
\\
----
!HI – Special Taxes
[IPUTR] - Employer SUTA Surcharge Tax
#Hawaii Employment And 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’.
#Hawaii SDI/TDI - By default, the following tax will be calculated unless the [IPUTR] ‘Do Not Calculate’ toggle is checked or IPRLU ‘SDI EE Method’ = ‘Do not Calculate’.
\\
----
!HI – Trial Calc Example
[Symmetry Set Up - HI_01.jpg]
;IPRLU:HI0001 FILINGSTATUS = S
|PC 8046 Res SIT Earn|= 1729.97
|PC 6042 Res SIT|= 114.44
| |
|PC 8056 Res SSP Earn|= 899.58
|PC 6052 Res Supp Tax|= 71.07
| |
|PC 6410 HI- Employment Training Tax|= 2923.08 x IPUTR 15-000-0000-ER_SUTA_SC-012 Tax Rate 0.0001
| |= 0.29
| |
|PC 6703 SUI ER Contr|= 2923.08 x IPUTR 15-000-0000-ER_SUTA-000 Override Tax Rate 0.054
| |= 157.85
| |
|PC 6721 SDI EE|= 2923.08 x IPUTR 15-000-0000-SDI-000 Tax Rate 0.00005
| |= 0.15
----
![Notes|Edit:Internal.Symmetry Set Up - ID]
[{InsertPage page='Internal.Symmetry Set Up - ID' default='Click to create a new notes page'}]
At line 32 changed 2 lines
\\
----
At line 35 changed 3 lines
[IPUTR] - Employer SUTA Surcharge Tax
#Hawaii Employment And 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’.
#Hawaii SDI/TDI - By default, the following tax will be calculated unless the [IPUTR] ‘Do Not Calculate’ toggle is checked or IPRLU ‘SDI EE Method’ = ‘Do not Calculate’.
IPPC – Set up Pay Components for these PC Usages
Usage Description
7230 ID-Admin Reserve Tax
7231 ID-Workforce Development Fund
IPUTR – ID Special Taxes
(1) Idaho Administrative Reserve
- the rate is assigned by the State to the Employer, user need to enter the rate on Override Tax Rate
At line 39 removed 4 lines
[IPPC] – Set up Pay Components for these PC Usages
||Usage||Description
|7230|ID-Admin Reserve Tax
|7231|ID-Workforce Development Fund
At line 44 changed 5 lines
[IPUTR] – ID Special Taxes
#Idaho Administrative Reserve - The rate is assigned by the state to the employer, the rate needs to be entered on the Override Tax Rate.
#Idaho Workforce Development - The rate is assigned by the state to the employer, the rate needs to be entered on the Override Tax Rate.
\\ \\
----
(2) Idaho Workforce Development
- the rate is assigned by the State to the Employer, user need to enter the rate on Override Tax Rate
At line 50 changed 4 lines
*In order to make sure the state tax is not rounded, enter 'NO' to STATE_ROUNDING as the default setting for Idaho is to round.
*The State Tax results show that the state tax is always rounded regardless of this setting, therefore the State of Idaho requires the state tax to be rounded.
\\ \\
----
- if user does not want the State Tax to Round, enter NO to STATE_ROUNDING, the default for Idaho is Round
- however, the State Tax results show that the State Tax is always rounded regardless of this setting, therefore the State of Idaho requires the State Tax to be rounded
At line 55 removed 3 lines
[Symmetry Set Up - ID_01.jpg]\\ \\[IPRLU Miscellaneous Tab|IPRLU#MiscellaneousTab]\\
FILINGSTATUS = S\\
TOTALALLOWANCES= 0
At line 59 changed 17 lines
|PC 8046 Res SIT Earn|= 3004.25
|PC 6045 Res SIT|= 216.00, regardless of IPUTP STATE_ROUNDING = DEFAULT or NO
| |
|PC 8056 Res SSP Earn|= 918.95
|PC 6052 Res Supp Tax|= 72.00, regardless of IPUTP STATE_ROUNDING = DEFAULT or NO
| |
|PC 6703 SUI ER Contr|= 4097.06 x IPUTR 16-000-0000-ER_SUTA-000 Override Tax Rate 0.068000
| |= 278.60
| |
|PC 6430 ID-Admin Reserve Tax|= 4097.06 x IPUTR 16-000-0000-ER_SUTA_SC-013 Override Tax Rate .011
| |= 45.07
| |
|PC 6431 ID-Workforce Fund|= 4097.06 x IPUTR 16-000-0000-ER_SUTA_SC-049 Override Tax Rate .022
| |= 90.14
----
![Notes|Edit:Internal.Symmetry Set Up - ID]
[{InsertPage page='Internal.Symmetry Set Up - ID' default='Click to create a new notes page'}]
IPRLU MISCELLANEOUS Tab
FILINGSTATUS = S
TOTALALLOWANCES = 0
PC 8046 Res SIT Earn = 3004.25
PC 6045 Res SIT = 216.00, regardless of IPUTP STATE_ROUNDING = DEFAULT or NO
PC 8056 Res SSP Earn = 918.95
PC 6052 Res Supp Tax = 72.00, regardless of IPUTP STATE_ROUNDING = DEFAULT or NO
PC 6703 SUI ER Contr = 4097.06 x IPUTR 16-000-0000-ER_SUTA-000 Override Tax Rate 0.068000
= 278.60
PC 6430 ID-Admin Reserve Tax = 4097.06 x IPUTR 16-000-0000-ER_SUTA_SC-013 Override Tax Rate .011
= 45.07
PC 6431 ID-Workforce Fund = 4097.06 x IPUTR 16-000-0000-ER_SUTA_SC-049 Override Tax Rate .022
= 90.14
This page (revision-7) was last changed on 26-Nov-2021 10:22 by jmyersTop