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

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Page References

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Symmetry Set Up - RI
Symmetry Set Up - RI

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At line 4 changed 7 lines
!!Rhode Island State Tax Calculation
|44-000-0000-SIT-000|Rhode Island State Tax
|44-000-0000-ER_SUTA-000|Rhode Island State Unemployment Tax
|44-000-0000-ER_SUTA_SC-030|Rhode Island Job Development Surcharge
|44-000-0000-SDI-000|Rhode Island SDI
When [UPUTR] is run with a list of [IDTX] jurisdictions, since there are no taxes applicable at the Local level, there are no other entries on [IPUTR].
\\ \\
!!Pennsylvania State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Pennsylvania:
|42-000-0000-SIT-000|Pennsylvania State Tax
|42-000-0000-ER_SUTA-000|Pennsylvania State Unemployment Tax
|42-000-0000-SUI-000|Pennsylvania SUI
\\
If [UPUTR] is run with list of Pennsylvania Jurisdiction, the following entries may exist:
|42-000-1209052-CITY-000|Philadelphia City Tax
|42-000-1213644-ER_POP-000|Pittsburgh Payroll Tax
\\
At line 12 changed 2 lines
!RI – IPRLU Set Up
The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers\\ \\
!PA – IPRLU Set Up
There is no State Miscellaneous Parameters for Pennsylvania, however [IPRLU] Miscellaneous Tax Parameters may be required to be set up for additional information.\\ \\
At line 16 changed 8 lines
|FILINGSTATUS|Mandatory\\'S'-single, 'M'-married, or 'MH'-married but w/h at higher single rate
|TOTALALLOWANCES|Optional\\Enter the total number of allowances
The [IPRLU State|IPRLU#StateTab] tab ‘SDI EE Method’ must be set up in order to calculate State Disability Insurance for Rhode Island.
\\ \\
----
!RI – IPPC / PC Usages
[IPPC] – Set up Pay Components by PC Usages
|LOC_COURTESY_PA_EIT|Optional//Pennsylvania EIT Local Courtesy Option
At line 25 removed 5 lines
In order to calculate the following taxes, a pay component must be set up in [IPPC] for these PC Usages:
||Usage||Description
|6721|SDI tax deduction
|7530|RI-Job Development Fund
\\
At line 31 changed one line
!RI – ER SUTA Rate
!PA – ER SUTA, EE SUI
At line 37 changed one line
#*This rate is applicable for the entire company within the State of Rhode Island.
#*This rate is applicable for the entire company within the State of Pennsylvania.
#*The SUI Rate and Wage Base are supplied and will be used as default
#*This SUI Rate or Wage Base may be overridden, if necessary
At line 39 changed one line
#*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.
#*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.\\ \\
For SUI, the [IPUTR] SUI built-in rate and SUI wage base may be overridden by one of the options above.
It is recommended that if the SUI rate is overridden, the SUI overridden wage base should also be entered. This is to ensure that with the overridden SUI rate, the SUI is able to stop at the proper maximum wage base with the new rate.
\\ \\
----
!PA – IPPC / PC Usages
[IPPC] – Set up Pay Components by PC Usages
At line 40 added 8 lines
In order to calculate the following taxes, a pay component must be set up in [IPPC] for these PC Usages:
||Usage||Description
|7501|PA-EMST / LST Local Service Tax
EMST (Emergency Service Tax) and LST (Local Service Tax) are the same tax, the tax has had a few different names over the past few years.
\\ \\
Pennsylvania EIT (Earned Income Tax) is treated and stored as City and School District tax. Pay components will need to be defined for PC Usage 6901 (City Work Tax pay components) to PC Usage 6933 (City Res Tax pay components).
\\ \\
At line 42 changed 7 lines
!RI – SDI Rate
Rhode Island State Disability Insurance is withheld from employee wages as a percentage of the employee’s taxable earnings until a wage base has been reached. This calculation may be bypassed on [IPUTR] with ‘Do not Calculate’ or [IPRLU] ‘SDI EE Method’ = ‘Do not Calculate’
\\ \\
There are two options to set up SDI Rate by state:
#IPUTR - The default EE SDI Rate is supplied on the Tax Rate field.\\ \\If there is a different EE SDI Rate, the SDI EE that is given by the Government can be entered on the Override Tax Rate field.
#[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.
\\
!PA – EIT
The Pennsylvania Earned Income Tax (EIT) is a tax levied as a percent of earned income at the City, Municipality or School District level. Therefore the jurisdiction must be set up with State, County, City, Municipality and School district.
\\ \\
Pennsylvania EIT will be calculated based on State Regular and Supplemental Earnings. The tax results are stored at the City and School District level taxation.
\\ \\
At line 50 changed 2 lines
!RI – Special Taxes
IPUTR - Employer SUTA Surcharge Tax
!PA – OPT / EMST / LST
This tax has had three different names over the past few years, OPT / EMST / LST. The tax will be calculated based on the GNIS Code.
\\ \\
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!PA – Towanda – LST, EIT, School Tax Example
[Symmetry Set Up - PA_01.jpg]
[Symmetry Set Up - PA_02.jpg]
At line 53 changed one line
By default, the following tax will be calculated unless the [IPUTR] ‘Do Not Calculate’ toggle is checked or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’
Work GEO: 42-015-1213646 Towanda
At line 55 changed one line
;Rhode Island Job Development Surcharge:The wages that are used to calculate this tax is the same wages that are used for ER SUTA
|PC 5402 PA-EMST / LST Tax|This will be calculated by the GNIS code, therefore, there is no need to set up\\ \\Applicable once per period
| |
|PC 6931 RCITY Sup Tax|PA EIT is treated as City and School District tax
|PC 6932 RCITY Schl Sup Tax|
|PC 6951 Res CITY Tax|
|PC 6953 RCITY Schl Reg Tax|
At line 58 changed 15 lines
!RI – UPCALC Example
[Symmetry Set Up - RI_01.jpg]\\ \\
|PC 8046 Res SIT Earn|= 3004.25
|PC 6045 Res SIT|= 121.57
|PC 8056 Res SSP Earn|= 918.95 x 7 %
|PC 6052 Res Supp Tax|= 64.33
| |
|PC 6703 SUI ER Contr|= 3923.20 x IPUTR 44-000-0000-ER_SUTA-000 Override Tax Rate 0.103
| |= 404.09
| |
|PC 6721 SDI EE|= 3923.20 x IPUTR 44-000-0000-SDI-000 Tax Rate 0.013
| |= 51.00
| |
|PC 5430 RI-Job Development Fund|= 3923.20 x IPUTR 44-000-0000-ER_SUTA_SC-030 Tax Rate 0.0051
| |= 20.01
!PA – Philadelphia – City Tax Example
[Symmetry Set Up - PA_03.jpg]
\\
Work GEO: 42-101-1209052 Philadelphia
\\ \\
The City of Philadelphia tax is a percentage of gross wages; no school district tax.
\\ \\
At line 83 added 7 lines
!PA – Pittsburgh Payroll Expense Tax Example
[Symmetry Set Up - PA_04.jpg]
\\
Work GEO: 42-003-1214818 Pittsburgh
\\ \\
The Pittsburgh Payroll Expense tax is calculated.
----
At line 95 added 108 lines
1 RI – Rhode Island
On IPUTR, there is a list of applicable Taxes to be calculated for State of Rhode Island
44-000-0000-SIT-000 Rhode Island State Tax
44-000-0000-ER_SUTA-000 Rhode Island State Unemployment Tax
44-000-0000-ER_SUTA_SC-030 Rhode Island Job Development Surcharge
44-000-0000-SDI-000 Rhode Island SDI
If UPUTR is run with list of IDTX Jurisdictions, since there are no taxes applicable at the Local level, there are no other entries on IPUTR.
42.1 RI – 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
- 'S'-single, 'M'-married, or 'MH'-married but w/h at higher single rate
TOTALALLOWANCES - Optional, enter the total number of allowances
IPRLU State Tab ‘SDI EE Method’ must be set up in order to calculate State Disability Insurance for Rhode Island.
42.2 RI – IPPC / PC Usages
On IPPC screen, please set up Pay Components for these PC Usages:
Usage Description
6721 SDI tax deduction
7530 RI-Job Development Fund
42.3 RI – 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 Rhode Island
(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
42.4 RI – SDI Rate
Rhode Island State Disability Insurance is withheld from employee wages as a percentage of the employee’s taxable earnings until a wage base has been reached. User may bypass this calculation on IPUTR with ‘Do not Calculate’ or IPRLU ‘SDI EE Method’ = ‘Do not Calculate’
There are 2 options to set up SDI Rate by State:
(1) IPUTR - the default EE SDI Rate is supplied on the Tax Rate field
- if user has a different EE SDI Rate, user can enter the SDI EE that is given by the Government on the Override Tax Rate field
(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
42.5 RI – Special Taxes
IPUTR - Employer SUTA Surcharge Tax
- by default, the following tax will be calculated unless IPUTR ‘Do Not Calculate’ Toggle is checked or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’
(1) Rhode Island Job Development Surcharge
- the wages that are used to calculate this tax is the same wages that are used for ER SUTA
42.6 RI – UPCALC Example
PC 8046 Res SIT Earn = 3004.25
PC 6045 Res SIT = 121.57
PC 8056 Res SSP Earn = 918.95 x 7 %
PC 6052 Res Supp Tax = 64.33
PC 6703 SUI ER Contr = 3923.20 x IPUTR 44-000-0000-ER_SUTA-000 Override Tax Rate 0.103
= 404.09
PC 6721 SDI EE = 3923.20 x IPUTR 44-000-0000-SDI-000 Tax Rate 0.013
= 51.00
PC 5430 RI-Job Development Fund = 3923.20 x IPUTR 44-000-0000-ER_SUTA_SC-030 Tax Rate 0.0051
= 20.01
This page (revision-5) was last changed on 26-Nov-2021 10:22 by jmyersTop