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

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Symmetry Set Up - ID
Symmetry Set Up - ID

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At line 4 changed one line
[{InsertPage page='Symmetry General State Tax Calculation Set Up' section=1}]
!!State Tax Calculation - General Set Up
At line 6 added 31 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
At line 55 changed 3 lines
[Symmetry Set Up - ID_01.jpg]\\ \\[IPRLU Miscellaneous Tab|IPRLU#MiscellaneousTab]\\
FILINGSTATUS = S\\
TOTALALLOWANCES= 0
[Symmetry Set Up - ID_01.jpg]\\ \\[IPRLU Miscellaneous|IPRLU#MiscellaneousTab] Tab
;FILINGSTATUS:= S
;TOTALALLOWANCES:= 0
At line 107 added 66 lines
17 IN – Indiana
On IPUTR, there is a list of applicable Taxes to be calculated for State of Indiana:
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
17.1 IN – 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
DEPENDENTEXEMPTIONS - Optional, enter the total number of dependent exemptions
PERSONALEXEMPTIONS - Optional, enter the total number of personal exemptions
17.2 IN – 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 Indiana
(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
17.3 IN – Trial Calc Example
Work GEO: 18-097-452890 Indianapolis, Marion County
IPRLU
DEPENDENTEXEMPTIONS = 0
PERSONALEXEMPTIONS = 0
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
This page (revision-7) was last changed on 26-Nov-2021 10:22 by jmyersTop