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Symmetry Set Up - MA
Symmetry Set Up - MA

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24 MA – Massachusetts
[{TableOfContents }]
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!!!IOWA STATE TAX CALCULATION
[{InsertPage page='Symmetry General State Tax Calculation Set Up' section=1}]
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On IPUTR, there is a list of applicable Taxes to be calculated for State of Massachusetts:
!!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
\\
----
!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.
\\ \\
----
!IA – ER SUTA Rate
ER SUTA may be bypassed on [IPUTR] with ‘Do not Calculate’ or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’.
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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
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 Iowa.
#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.
At line 32 added 18 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
[Symmetry Set Up - IA_01.jpg]\\ \\
[IPRLU Miscellaneous Tab|IPRLU#MiscellaneousTab]\\
IA0001 - FILINGSTATUS = S
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24.1 MA – IPRLU Set Up
|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
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- The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers
;Iowa Reserve Fund and Iowa Administrative Surcharge Tax:The Tax Rates are set at 0 by the government, therefore these taxes are not calculated.----
![Notes|Edit:Internal.Symmetry Set Up - MA]
[{InsertPage page='Internal.Symmetry Set Up - MA' default='Click to create a new notes page'}]
!!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’.
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- if these Identifiers do not exist, UPCALC will generate the default entries for the Identifiers
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
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- 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
#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
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- if State / Federal Filing Status = ‘03’ – Head of Household, then HEADOFHOUSEHOLD = ‘TRUE’
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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
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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
This page (revision-4) was last changed on 26-Nov-2021 10:22 by jmyersTop