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Page References

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Symmetry Set Up - KY
Symmetry Set Up - KY

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!!Kentucky State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Kentucky:
|21-000-0000-SIT-000|Kentucky State Tax
|21-000-0000-ER_SUTA-000|Kentucky State Unemployment Tax
At line 10 changed 7 lines
If [UPUTR] is run with list of jurisdictions, the following entries may exist:
|21-000-491570-OLF-000|Edmonton – OLF|Showing City Tax Rate
|21-000-493339-OLF-000|Greensburg - OLF|Showing City Tax Rate
| | |
|21-015-0000-OLF-000|Boone County - OLF|Showing County Tax Rate
|21-015-0000-MHT-000|Boone County - MHT|Showing County Mental Health Tax Rate
|21-015-0000-OLTS-000|Boone County - OLTS|Showing County Tax School Rate, etc
!!Kansas State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Kansas:
|20-000-0000-SIT-000|Kansas State Tax
|20-000-0000-ER_SUTA-000|Kansas State Unemployment Tax
At line 19 changed 15 lines
!KY – IPRLU Set Up
For State of Kentucky, an employee may be subject to the following five types of taxes:
#Occupational License Fee (OLF)
#Occupational License Fee for Schools (OLTS)
#Mental Health Tax (MHT)
#Senior Citizen Tax (this tax is calculated together with Mental Health Tax)
#Transit Tax (this tax is calculated together with OLF Tax)
Kentucky Occupational License Fee (OLF) and Occupational License Fee for Schools (OLTS) are treated as COUNTY / CITY and SCHOOL District Tax. The [IPRLU Local Tab|IPRLU#LocalTab] must be set up for an employee for the following tax methods:
|County Tax Method|01 – Normal Method
|City Tax Method|01 – Normal Method
|School Tax Method|01 – Use Default School
The other tax types such as Mental Health Tax, Senior Citizen Tax and Transit Tax are calculated by the GNIS code,therefore, there is no set up required.
!KS – IPRLU Set Up
At line 37 changed 2 lines
|TOTALALLOWANCES|Optional|Enter the total number of allowances
|LOC_COURTESY_KY_OLTS|Optional|Kentucky OLTS Local Courtesy Option
|FILINGSTATUS|Mandatory\\The valid filing statuses are:'S'-single, 'M'-married, or 'MH'-married but w/h at higher single rate.
|TOTALALLOWANCES|Optional\\Enter the total number of allowances.
At line 41 changed one line
!KY – ER SUTA Rate
!KS – ER SUTA Rate
At line 47 changed one line
#*This rate is applicable for the entire company within the State of Kentucky.
#*This rate is applicable for the entire company within the State of Kansas.
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!KY – IPPC / PC Usages
[IPPC] – Set up Pay Components by PC Usages
In order to calculate the following taxes, please set up [IPPC] for these PC Usages:
||Usage||Description
|7271|KY- Mental Health and Senior Citizen Tax
|7272|KY- Senior Citizen Tax (this usage is not used)\\ \\Kentucky Senior Citizen Tax is calculated together with Mental Health Tax
|7273|KY- Transit Tax (this usage is not used)\\ \\Kentucky Transit Tax is calculated together with OLF City / County Tax
Kentucky Occupational License Fee (OLF) and Occupational License Fee for Schools (OLTS) are treated as COUNTY / CITY and SCHOOL District tax and thus will be stored as County / City / School District taxes.
Pay Components must be defined for at County, City and School District Levels.
\\ \\
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!KY – OLF and OLTS
Kentucky Cities and Counties may charge resident and nonresident employees an Occupational License Fee (OLF). It is possible for an employee to be subject to both a City OLF and one or more County OLF.
In addition to the OLF, some counties levy a Mental Health tax, a Senior Citizen tax, an Educational School tax, or a Transportation tax.
__For Example:__
GEO: 21-015-492266 Florence is for County 21-015 Boone County, for City 492266 Florence
\\ \\
On [IPUTR], there are three entries for County 21-015 Boone County, therefore these three taxes will be calculated.
|21-015-0000-OLF-000|Boone County - OLF|Showing County Tax Rate
|21-015-0000-MHT-000|Boone County - MHT|Showing County Mental Health Tax Rate
|21-015-0000-OLTS-000|Boone County - OLTS|Showing County Tax School Rate
*The OLF are defined with ’21-015’ County Level and this will be calculated and stored as County Tax.
*The OLFS are defined with ’21-015’ County Level and this will be calculated and stored as School District Tax.
*MHT will be calculated and stored with PC Usage 7271 - KY- Mental Health and Senior Citizen Tax.
School District Tax are calculated automatically according to the GNIS Code, there is no need to set up [IDSD] School District code for Kentucky, and therefore [IDTX] Jurisdiction entries for Kentucky also do not require to set up by School.
\\ \\
On [IPUTR], there is one entry for City 21-000-492266 Florence, therefore this tax will be calculated.
*The OLF are defined with ’21-000-492266’ City Level and this will be calculated and stored as City Tax.
\\ \\
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!KY – UPCALC – Symmetry Result
[Symmetry Set Up - KY_01.jpg]\\ \\
!KS – Trial Calc Example
[Symmetry Set Up - KS_01.jpg]\\ \\
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KS0001 TOTALALLOWANCES = 0
KS0001 - FILINGSTATUS = S
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|PC 8046|Res SIT Earn|= 3095.73
|PC 8056|Res SSP Earn|= 919.87
|PC 6042|Res SIT|= 167.73
|PC 6052|Res Supp Tax|= 919.87 x 0.06 = 55.19
|PC 6703|SUI ER Contr|= 4365.39 x IPUTR 21-000-0000-ER_SUTA-000 Override Tax Rate 0.10
| | |= 436.54
| | |
|PC 8110|RCNTY Earn|= 3365.39
|PC 8111|RCNTY SupEarn|= 1000.00
|PC 6831|Res CNTY Tax|= 3365.39 x IPUTR 21-015-0000-OLF-000 Boone OLF Rate 0.008 = 26.92
|PC 6850|Res CNTY Sup Tax|= 1000.00 x IPUTR 21-015-0000-OLF-000 Boone OLF Rate 0.008 = 8.00
| | |
|PC 8130|RCITY Earn|= 3365.39
|PC 8131|RCITY SupEarn|= 1000.00
|PC 6951|Res CITY Reg Tax|= 3365.39 x IPUTR 21-000-492266-OLF-000 Florence Rate 0.020000= 67.31
|PC 6953|Res CITY Sup Tax|= 1000.00 x IPUTR 21-000-492266-OLF-000 Florence Rate 0.020000= 20.00
| | |
|PC 8132|RCITY Schl Reg Earn|= 3365.39
|PC 8135|RCITY Schl Sup Earn|= 1000.00
|PC 6954|RCITY Schl Reg Tax|= 3365.39 x IPUTR 21-015-0000-OLTS-000 Boone Rate 0.005000 = 16.83
|PC 6955|RCITY Schol Sup Tax|= 1000.00 x IPUTR 21-015-0000-OLTS-000 Boone Rate 0.005000 = 5.00
| | |
|PC 6471|KY-Mental Health Tax|= 4365.39 x IPUTR 21-015-0000-MHT-000 Tax Rate 0.001500 = 6.55
\\ \\
|PC 8046 Res SIT Earn|= 1729.97
|PC 6042 Res SIT|= 86.00
| |
|PC 8056 Res SSP Earn|= 899.58 x 0.05
|PC 6052 Res Supp Tax|= 45.00
| |
|PC 6703 SUI ER Contr|= 2766.66 x IPUTR 20-000-0000-ER_SUTA-000 Override Tax Rate 0.074
| | = 204.73
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!KY – UPCALC – Vertex Result
[Symmetry Set Up - KY_01.jpg]\\ \\For Vertex Users, [IDSD] must be set up with Kentucky School District codes.
The [IPPH Pay Header|IPRLU#PayHeaderTab] tab School District must be entered for Kentucky: 000002, Boone County SD
|PC 8045|Work SIT Earn |= 3095.73|Same as STE PC 8046 Res SIT Earn
|PC 8055|Work SSP Earn |= 919.87|Same as STE PC 8056 Res SSP Earn
|PC 6040|Work SIT|= 222.92|Same as STE PC 6042 + PC 6052 =167.73 + 55.19 = 222.92
|PC 6703|SUI ER Contr|= 4365.39 x SUI ER Tax Rate 0.10|
| | |= 436.54|Same as STE PC 6703 SUI ER Contr
| | | |
|PC 8100|WCNTY Earn|= 3365.39|Same as STE PC 8110 RCNTY Earn
|PC 8111|WCNTY SupEarn|= 1000.00|Same as STE PC 8111 RCNTY SupEarn
| | | |
|PC 6800|Work CNTY Tax|= 3365.39 x Boone OLF Rate 0.008 = 26.92|
| |Mental Health Tax|= 3365.39 x Boone MHT Rate 0.001500 = 5.05|
| |RCNTY + MHT|= 26.92 + 5.02 = 31.97|
|PC 6811|WCNTY Sup Tax|= 1000.00 x Boone OLF Rate 0.008 = 8.00|
| |Mental Health Tax|= 1000.00x Boone MHT Rate 0.001500 = 1.50|
| |RCNTY Sup + MHT Sup|= 8.00 + 1.50 = 9.50|
\\
;Total Vertex County Tax:PC 6800 + PC 6811 = 31.97 + 9.50 = 41.47 (same as STE below)
;Total Symmetry County Tax:PC 6831 + PC 6850 + PC 6471 KY-Mental Health Tax = 26.92 + 8.00 + 6.55 = 41.47 (same as Vertex)
\\
|PC 8120|WCITY Earn|= 3365.39|Same as STE PC 8130 RCITY Earn
|PC 8121|WCITY SupEarn|= 1000.00|Same as STE PC 8131 RCITY SupEarn
|PC 6900|Work CITY Tax|= 3365.39 x Florence Rate 0.02= 67.31|Same as STE PC 6951 RCITY Reg
|PC 6902|Work CITY Sup Tax|= 1000.00 x Florence Rate 0.02= 20.00|Same as STE PC 6953 Res CITY Sup
| | | |
|PC 8102|WCNTY Schl Earn|= 4365.39|Same as STE PC 8132 + PC 8135 = 4365.39
|PC 6802|WCNTY Schl Tax|= 4365.39 x Boone Rate 0.005 = 21.83|Same as STE PC 6954 + PC 6955 = 204.73
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This page (revision-11) was last changed on 26-Nov-2021 10:22 by jmyersTop