This page (revision-7) 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
7 26-Nov-2021 10:22 2 KB jmyers to previous
6 26-Nov-2021 10:22 6 KB jmyers to previous | to last
5 26-Nov-2021 10:22 5 KB jmyers to previous | to last
4 26-Nov-2021 10:22 5 KB jmyers to previous | to last
3 26-Nov-2021 10:22 5 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 3 KB jmyers to last

Page References

Incoming links Outgoing links
Symmetry Set Up - SD
Symmetry Set Up - SD

Version management

Difference between version and

At line 4 changed 2 lines
!!South Dakota State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for the State of South Dakota:
!!Rhode Island State Tax Calculation
At line 13 changed one line
!SD – ER SUTA Rate
!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
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
\\
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
\\
----
!RI – ER SUTA Rate
At line 19 changed one line
#*This rate is applicable for the entire company within the State of South Dakota.
#*This rate is applicable for the entire company within the State of Rhode Island.
At line 24 changed 10 lines
!SD – Special Taxes
__IPPC – Set up Pay Components for these PC Usages__
||Usage||Description
|7550|SD-Employer Invest Fee Tax
|7551|SD-Trust Fund Surcharge
__IPUTR – SD Special Taxes__
#South Dakota Employer Investment Fee Tax:The rate is assigned by the State to the employer. The rate must be entered on Override Tax Rate in order to calculate this tax.
#South Dakota Trust Fund Surcharge:The rate is assigned by the State to the employer. The rate must be entered on Override Tax Rate in order to calculate this tax.
\\
!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.
\\
At line 35 changed 4 lines
!SD – UPCALC Example
[Symmetry Set Up - SD_01.jpg]
With regards to the [IPRLU State|IPRLU#StateTab] tab, no Miscellaneous Tax Parameter is needed, there is no State tax for South Dakota.
!RI – Special Taxes
IPUTR - Employer SUTA Surcharge Tax
\\ \\
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’
At line 55 added 5 lines
;Rhode Island Job Development Surcharge:The wages that are used to calculate this tax is the same wages that are used for ER SUTA
\\
----
!RI – UPCALC Example
[Symmetry Set Up - RI_01.jpg]\\ \\
At line 41 changed 13 lines
|PC 6045 Res SIT|= 0
| |
|PC 8056 Res SSP Earn|= 918.95
|PC 6052 Res Supp Tax|= 0
| |
|PC 6703 SUI ER Contr|= 4269.23 x IPUTR 46-000-0000-ER_SUTA-000 Override Tax Rate 0.100500
| |= 429.06
| |
|PC 5450 SD-ER Invest Fee Tax|= 4269.23 x IPUTR 46-000-0000-ER_SUTA_SC-033 Override Tax Rate .011
| |= 46.96
| |
|PC 5451 SD-Trust Fund Surcharge|= 4269.23 x IPUTR 46-000-0000-ER_SUTA_SC-044 Override Tax Rate .022
| |= 93.92
|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
At line 57 removed 3 lines
This page (revision-7) was last changed on 26-Nov-2021 10:22 by jmyersTop