This page (revision-5) was last changed on 26-Nov-2021 10:22 by jmyers

This page was created on 26-Nov-2021 10:22 by jmyers

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
5 26-Nov-2021 10:22 3 KB jmyers to previous
4 26-Nov-2021 10:22 3 KB jmyers to previous | to last
3 26-Nov-2021 10:22 7 KB jmyers to previous | to last
2 26-Nov-2021 10:22 6 KB jmyers to previous | to last
1 26-Nov-2021 10:22 2 KB jmyers to last

Page References

Incoming links Outgoing links

Version management

Difference between version and

At line 2 changed one line
!!!MICHIGAN STATE TAX CALCULATION
!!!MASSACHUSETTS STATE TAX CALCULATION
At line 4 changed 10 lines
!!Michigan State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Michigan:
|26-000-0000-SIT-000|Michigan State Tax
|26-000-0000-ER_SUTA-000|Michigan State Unemployment Tax
If UPUTR is run with list of IDTX Jurisdictions, then the following entry may exist:
|26-000-1619197-CITY-000|Big Rapids City Tax
|26-000-619906-CITY-000|Albion City Tax
|26-000-1617959-CITY-000|Detroit City Tax
!!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
At line 16 changed one line
!MI – IPRLU Set Up
!MA – IPRLU Set Up
At line 14 added 8 lines
*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’
At line 19 removed 3 lines
|PREDOMINANT_CITY|Optional\\ \\This is only used for Multiple Tax Jurisdictions
%%information Note:Resident taxes are computed on ALL state wages, not just the wages earned in the resident city. In addition, if wages are earned in multiple Michigan cities (each having a withholding tax), only the “predominant” city is taxed for nonresident purposes. To indicate the “predominant” city, the “PREDOMINANT_CITY” State Miscellaneous parameter for Michigan needs to be set to the GNIS feature ID of the nonresident city.\\ \\e.g. set IPRLU PREDOMINANT_CITY to 1619197 for Big Rapids\\ \\In most cases, PREDOMINANT_CITY should not be entered. When this is entered, the Non-Resident tax will be calculated at Non-Resident rate.%%
At line 24 changed one line
!MI – ER SUTA Rate
!MA – ER SUTA Rate
At line 30 changed one line
#*This rate is applicable for the entire company within the State of Michigan.
#*This rate is applicable for the entire company within the State of Massachusetts.
At line 35 changed one line
!MI – City Taxes
!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
At line 40 changed 7 lines
If [UPUTR] is run with list of [IDTX] jurisdictions, the following entries will exist with the default City tax rates.
|26-000-1619197-CITY-000|Big Rapids City Tax
|26-000-619906-CITY-000|Albion City Tax
|26-000-620755-CITY-000 |Battle Creek City Tax
|26-000-1617959-CITY-000|Detroit City Tax
City taxes are calculated by GNIS code, please set up Pay Components for City Tax PC Usages.
#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
At line 49 changed 18 lines
!MI – Trial Calc Example
[Symmetry Set Up - MI_01.jpg]\\ \\
Work GEO: MI 26-107-1619197 Big Rapids\\
[IPRLU Miscellaneous Tab|IPRLU#MiscellaneousTab]\\ \\
PREDOMINANT_CITY = 0\\
TOTALALLOWANCES = 0
|PC 8046 Res SIT Earn|= 2183.31
|PC 8056 Res SSP Earn|= 908.25
|PC 6042 Res SIT|= 94.97
|PC 6052 Res SIT Sup|= 39.51
| |
|PC 6703 SUI ER Contr|= 3403.85 x IPUTR 26-000-0000-ER_SUTA-000 Overridden Rate 0.103
| |= 350.60
|PC 6951 Res CITY Tax|= 2183.31 x IPUTR 26-000-1619197-CITY-000 Rate 0.01
| |= 21.83
|PC 6953 Res CITY Sup Tax|= 908.25 x IPUTR 26-000-1619197-CITY-000 Rate 0.01
| |= 9.08
!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
At line 78 added 37 lines
1 MI – Michigan
On IPUTR, there is a list of applicable Taxes to be calculated for State of Michigan
26-000-0000-SIT-000 Michigan State Tax
26-000-0000-ER_SUTA-000 Michigan State Unemployment Tax
If UPUTR is run with list of IDTX Jurisdictions, then the following entry may exist:
26-000-1619197-CITY-000 Big Rapids City Tax
26-000-619906-CITY-000 Albion City Tax
26-000-1617959-CITY-000 Detroit City Tax
etc
25.1 MI – IPRLU Set Up
- The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers
TOTALALLOWANCES - Optional, enter the total number of allowances.
PREDOMINANT_CITY - Optional, this is only used for Multiple Tax Jurisdictions
Note:
Resident taxes are computed on ALL state wages, not just the wages earned in the resident city. In addition, if wages are earned in multiple Michigan cities (each having a withholding tax), only the “predominant” city is taxed for nonresident purposes. To indicate the “predominant” city, the user needs to set the “PREDOMINANT_CITY” state miscellaneous parameter for Michigan to the GNIS feature ID of the nonresident city.
e.g. set IPRLU PREDOMINANT_CITY to 1619197 for Big Rapids
In most cases, PREDOMINANT_CITY should not be entered. When this is entered, the Non-Resident Tax will be calculated at Non-Resident rate.
At line 117 added one line
25.2 MI – ER SUTA
At line 119 added 60 lines
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 and EE SUI by State:
(1) IPUTR - enter the SUTA ER Rate that is given by the Government on the Overridden Rate field
- this rate is applicable for the entire company for State of Michigan
(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
25.3 MI – City Taxes
If UPUTR is run with list of IDTX Jurisdictions, the following entries will exist with the default City Tax Rates.
26-000-1619197-CITY-000 Big Rapids City Tax
26-000-619906-CITY-000 Albion City Tax
26-000-620755-CITY-000 Battle Creek City Tax
26-000-1617959-CITY-000 Detroit City Tax
etc
- City Taxes are calculated by GNIS Code, please set up Pay Components for City Tax PC Usages
25.4 MI – Trial Calc Example
Work GEO: MI 26-107-1619197 Big Rapids
IPRLU
PREDOMINANT_CITY = 0
TOTALALLOWANCES = 0
PC 8046 Res SIT Earn = 2183.31
PC 8056 Res SSP Earn = 908.25
PC 6042 Res SIT = 94.97
PC 6052 Res SIT Sup = 39.51
PC 6703 SUI ER Contr = 3403.85 x IPUTR 26-000-0000-ER_SUTA-000 Overridden Rate 0.103
= 350.60
PC 6951 Res CITY Tax = 2183.31 x IPUTR 26-000-1619197-CITY-000 Rate 0.01
= 21.83
PC 6953 Res CITY Sup Tax = 908.25 x IPUTR 26-000-1619197-CITY-000 Rate 0.01
= 9.08