This page (revision-4) was last changed on 26-Nov-2021 10:22 by jmyers

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

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Symmetry Set Up - OK
Symmetry Set Up - OK

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At line 4 changed 4 lines
!!Oklahoma State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Oklahoma:
|40-000-0000-SIT-000|Oklahoma State Tax
|40-000-0000-ER_SUTA-000|Oklahoma State Unemployment Tax
!!Ohio State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Ohio:
|39-000-0000-SIT-000|Ohio State Tax
|39-000-0000-ER_SUTA-000|Ohio State Unemployment Tax
If [UPUTR] is run with list of [IDTX] jurisdictions, the following entries may exist. The Tax rate can be used as a reference for the City tax calculation.
At line 10 changed one line
!OK – IPRLU Set Up
!OH – IPRLU Set Up
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|FILINGSTATUS|Mandatory\\'S'-single, 'M'-married, or 'MH'-married but w/h at higher single rate.
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|LOC_COURTESY_OH_CITY|Optional\\Ohio City Tax Local Courtesy Option
|LOC_COURTESY_OH_SCHOOL|Optional\\Ohio School District Tax Local Courtesy Option
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!OK – ER SUTA
!OH – ER SUTA
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#*This rate is applicable for the entire company within the State of Oklahoma.
#*This rate is applicable for the entire company within the State of Ohio.
At line 28 changed 3 lines
!OK – Trial Calc Example
Work GEO: OK 40-149-2144230 - New Cordell, Oklahoma
[Symmetry Set Up - OK_01.jpg]
!OH – City and School District Tax
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|PC 8046 Res SIT Earn|= 1729.97
|PC 8056 Res SSP Earn|= 899.58
The Ohio City tax and School District taxes are calculated based on the GNIS code. The School District code must be associated to the appropriate tax jurisdiction in [IDTX]. When [UPCALC] performs the tax calculations, it will use this school district to calculate the Ohio School District tax.
\\
The City and School District Tax calculations may be suppressed on the [IPRLU Local tab|IPRLU#LocalTab] with City Tax Method or School Tax Method = ‘Do Not Calculate’.
\\
Ohio JEDD Tax - Ohio Joint Economic Development Districts Tax - [http://ohioline.osu.edu/cd-fact/1560.html]
This taxation will be not supported at this moment, this is for future consideration.
\\ \\
----
!OH – Trial Calc Example
Work GEO: OH 39-049-1080996 Columbus, OH\\
School District: 1903 Franklin Monroe LSD\\
[Symmetry Set Up - OH_01.jpg]\\
%%information Note: School 1903 is for County 39-037 Darke and 39-109 Miami, you may choose this for County 39-049 Franklin%%
[Symmetry Set Up - OH_02.jpg]\\
[Symmetry Set Up - OH_03.jpg]\\
Work GEO: OH 39-049-1080996 Columbus, OH
|PC 8046 Res SIT Earn|= 2365.31
|PC 8056 Res SSP Earn|= 911.07
At line 35 changed 2 lines
|PC 6042 Res SIT|= 74.00
|PC 6052 Res SIT Sup|= 49.00
|PC 6042 Res SIT|= 79.98
|PC 6052 Res SIT Sup|= 31.89
At line 38 changed 2 lines
|PC 6703 SUI ER Contr|= 2766.66 x IPUTR 40-000-0000-ER_SUTA-000 Overridden Rate 0.092
| |= 254.53
|PC 6703 SUI ER Contr|= 3431.89 x IPUTR 39-000-0000-ER_SUTA-000 Overridden Rate 0.094
| |= 322.60
| |
|PC 6951 Res CITY Tax|= 2477.56 x IPUTR 39-000-1080996-CITY-000 Tax Rate 0.025
| |= 61.94
| |
|PC 6931 RCITY Sup Tax|= 954.31 x 0.025
| |= 23.86
| |
|PC 6953 RCITY Schl RegTax|= 2365.31 x 0.0073
| |= 17.55
| |
|PC 6932 RCITY Schl Sup Tax|= 911.07 x 0.0073
| |= 6.65
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1 OK – Oklahoma
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On IPUTR, there is a list of applicable Taxes to be calculated for State of Oklahoma
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40-000-0000-SIT-000 Oklahoma State Tax
40-000-0000-ER_SUTA-000 Oklahoma State Unemployment Tax
39.1 OK – IPRLU Set Up
- The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers
FILINGSTATUS - Mandatory
- 'S'-single, 'M'-married, or 'MH'-married but w/h at higher single rate.
TOTALALLOWANCES - Optional, enter the total number of allowances
39.2 OK – ER SUTA
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 Oklahoma
(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
39.3 OK – Trial Calc Example
Work GEO: OK 40-149-2144230 New Cordell, Oklahoma
Work GEO: OK 40-149-2144230 New Cordell, OK
PC 8046 Res SIT Earn = 1729.97
PC 8056 Res SSP Earn = 899.58
PC 6042 Res SIT = 74.00
PC 6052 Res SIT Sup = 49.00
PC 6703 SUI ER Contr = 2766.66 x IPUTR 40-000-0000-ER_SUTA-000 Overridden Rate 0.092
= 254.53
This page (revision-4) was last changed on 26-Nov-2021 10:22 by jmyersTop