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Symmetry Set Up - MA
Symmetry Set Up - MA

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At line 1 changed 26 lines
[{TableOfContents }]
!!!MASSACHUSETTS STATE TAX CALCULATION
[{InsertPage page='Symmetry General State Tax Calculation Set Up' section=1}]
!!Massachusetts State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Massachusetts:
|25-000-0000-SIT-000|Massachusetts State Tax
|25-000-0000-ER_SUTA-000|Massachusetts State Unemployment Tax
|25-000-0000-ER_SUTA_SC-018|Massachusetts Workforce Training Fund
|25-000-0000-ER_UHI-000|Massachusetts Unemployment Health Insurance
\\
----
!MA – 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.
*When generating the default identifier for HEADOFHOUSEHOLD, the [IPRLU] State Filing Status will be used if this exists, otherwise the Federal Filing Status will be used.
*If the State / Federal Filing Status = ‘03’ – Head of Household, then HEADOFHOUSEHOLD = ‘TRUE’
||Miscellaneous Identifiers||Description
|FULLTIMESTUDENT|Optional\\Full Time Student, default to ‘FALSE’
|HEADOFHOUSEHOLD|Optional\\Head of Household, default to ‘FALSE’\\ \\When [IPRLU] State/Federal Filing Status = Head of Household, then HEADOFHOUSEHOLD default to ‘TRUE’
|PERSONALBLINDNESS|Optional\\Personal Blindness, default to ‘FALSE’
|SPOUSEBLINDNESS|Optional\\Spouse Blindness, default to ‘FALSE’
|TOTALALLOWANCES|Optional\\Enter the total number of allowances
\\ \\
----
!MA – ER SUTA Rate
ER SUTA may be bypassed on [IPUTR] with ‘Do not Calculate’ or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’.
24 MA – Massachusetts
At line 28 removed 19 lines
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 Massachusetts.
#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.
\\ \\
----
!MA – IPPC / PC Usages
In order to calculate the following taxes, set up [IPPC] for these PC Usages:
||Usage||Description
|7300|IA - MA-Health Insurance Tax
|7301|MA-Workforce Training Tax
\\ \\
----
!MA – 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
At line 48 changed 28 lines
#Massachusetts Workforce Training Fund - By default, these taxes will be calculated unless the [IPUTR] ‘Do Not Calculate’ toggle is checked or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’
#Massachusetts Unemployment Health Insurance - By default, these taxes will be calculated unless the [IPUTR] ‘Do Not Calculate’ toggle is checked or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’
#*The wages that are used to calculate UHI are the same wages that are used for ER SUTA
#*An override percentage or override wage base can be specified, if zero, the built in rate and wage base will be used as specified by the government
\\ \\
----
!MA – Trial Calc Example
[Symmetry Set Up - LA_01.jpg]\\ \\
[IPRLU Miscellaneous Tab|IPRLU#MiscellaneousTab]\\
MA0002 HEADOFHOUSEHOLD = TRUE
|PC 8046 Res SIT Earn|= 2490.83
|PC 6042 Res SIT|= 114.59
| |
|PC 8056 Res SSP Earn|= 452.88 x 5.3 %
|PC 6052 Res Supp Tax|= 24.00
| |
|PC 6500 MA-Health Insurance Tax|= 3250.00 x IPUTR 25-000-0000-ER_UHI-000 Tax Rate 0.00
| |= 3250.00 x default built in rate (0.0024)
| | = 7.80
| |
|PC 6501 MA-Workforce Training Tax|= 3250.00 x IPUTR 25-000-0000-ER_SUTA_SC-018 Tax Rate 0.0006
| |= 1.95
| |
|PC 6703 SUI ER Contr|= 3250.00 x IPUTR 25-000-0000-ER_SUTA-000 Override Tax Rate 0.1233
| |= 400.73
----
![Notes|Edit:Internal.Symmetry Set Up - MA]
[{InsertPage page='Internal.Symmetry Set Up - MA' default='Click to create a new notes page'}]
On IPUTR, there is a list of applicable Taxes to be calculated for State of Massachusetts:
At line 6 added 100 lines
25-000-0000-SIT-000 Massachusetts State Tax
25-000-0000-ER_SUTA-000 Massachusetts State Unemployment Tax
25-000-0000-ER_SUTA_SC-018 Massachusetts Workforce Training Fund
25-000-0000-ER_UHI-000 Massachusetts Unemployment Health Insurance
24.1 MA – 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
- when generating the default Identifier for HEADOFHOUSEHOLD, the IPRLU State Filing Status will be used if this exists, otherwise the Federal Filing Status will be used
- if State / Federal Filing Status = ‘03’ – Head of Household, then HEADOFHOUSEHOLD = ‘TRUE’
Miscellaneous Identifiers Description
FULLTIMESTUDENT - Optional, Full Time Student, default to ‘FALSE’
HEADOFHOUSEHOLD - Optional, Head of Household, default to ‘FALSE’
- when IPRLU State/Federal Filing Status = Head of Household, then HEADOFHOUSEHOLD default to ‘TRUE’
PERSONALBLINDNESS - Optional, Personal Blindness, default to ‘FALSE’
SPOUSEBLINDNESS - Optional, Spouse Blindness, default to ‘FALSE’
TOTALALLOWANCES - Optional, enter the total number of allowances
24.2 MA – 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 Massachusetts
(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
24.3 MA – IPPC / PC Usages
If user wants to calculate the following taxes, please set up IPPC for these PC Usages:
Usage Description
7300 MA-Health Insurance Tax
7301 MA-Workforce Training Tax
24.4 MA – Special Taxes
IPUTR - Employer SUTA Surcharge Tax
(1) Massachusetts Workforce Training Fund
- by default, the following taxes will be calculated unless IPUTR ‘Do Not Calculate’ Toggle is checked or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’
(2) Massachusetts Unemployment Health Insurance
- by default, the following taxes will be calculated unless IPUTR ‘Do Not Calculate’ Toggle is checked or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’
- the wages that are used to calculate UHI is the same wages that are used for ER SUTA
- the user can specify an override percentage or override wage base, if zero, the built in rate and wage base will be used as specified by the government
24.5 MA – Trial Calc Example
IPRLU - MA0002 HEADOFHOUSEHOLD = TRUE
PC 8046 Res SIT Earn = 2490.83
PC 6042 Res SIT = 114.59
PC 8056 Res SSP Earn = 452.88 x 5.3 %
PC 6052 Res Supp Tax = 24.00
PC 6500 MA-Health Insurance Tax = 3250.00 x IPUTR 25-000-0000-ER_UHI-000 Tax Rate 0.00
= 3250.00 x default built in rate (0.0024)
= 7.80
PC 6501 MA-Workforce Training Tax = 3250.00 x IPUTR 25-000-0000-ER_SUTA_SC-018 Tax Rate 0.0006
= 1.95
PC 6703 SUI ER Contr = 3250.00 x IPUTR 25-000-0000-ER_SUTA-000 Override Tax Rate 0.1233
= 400.73
This page (revision-4) was last changed on 26-Nov-2021 10:22 by jmyersTop