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 added 73 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].
\\ \\
----
!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
ER SUTA may be bypassed on [IPUTR] with ‘Do not Calculate’ or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’.
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 Rhode Island.
#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.
\\
----
!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.
\\
----
!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’
;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]\\ \\
|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
----
![Notes|Edit:Internal.Symmetry Set Up - SD]
[{InsertPage page='Internal.Symmetry Set Up - SD' default='Click to create a new notes page'}]
At line 24 removed 5 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
At line 30 changed 7 lines
__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.
\\
----
!SD – UPCALC Example
[Symmetry Set Up - SD_01.jpg]
At line 38 removed one line
With regards to the [IPRLU State|IPRLU#StateTab] tab, no Miscellaneous Tax Parameter is needed, there is no State tax for South Dakota.
At line 40 changed 17 lines
|PC 8046 Res SIT Earn|= 3004.25
|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
----
![Notes|Edit:Internal.Symmetry Set Up - SD]
[{InsertPage page='Internal.Symmetry Set Up - SD' default='Click to create a new notes page'}]
44.2 SD – Special Taxes
At line 103 added one line
IPPC – Set up Pay Components for these PC Usages
At line 105 added 3 lines
Usage Description
7550 SD-Employer Invest Fee Tax
7551 SD-Trust Fund Surcharge
At line 109 added 42 lines
IPUTR – SD Special Taxes
(1) South Dakota Employer Investment Fee Tax
- the rate is assigned by the State to the Employer, user must enter the rate on Override Tax Rate in order to calculate this tax
(2) South Dakota Trust Fund Surcharge
- the rate is assigned by the State to the Employer, user must enter the rate on Override Tax Rate in order to calculate this tax
44.3 SD – UPCALC Example
IPRLU MISCELLANEOUS Tab
No Miscellaneous Tax Parameter is needed, there is no State tax for South Dakota.
PC 8046 Res SIT Earn = 3004.25
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
This page (revision-7) was last changed on 26-Nov-2021 10:22 by jmyersTop