This page (revision-23) 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
23 26-Nov-2021 10:22 12 KB jmyers to previous GOVT REGIST RULE ==> GOVT REGIST RULE(System_Preference)
22 26-Nov-2021 10:22 11 KB jmyers to previous | to last
21 26-Nov-2021 10:22 12 KB jmyers to previous | to last

Page References

Incoming links Outgoing links
UPCALC COMBINE SEPARATE MULTIPLE EMPLOYMENTS
UPCALC COMBINE SEPARATE MULTIPLE EMPLOYMENTS

Version management

Difference between version and

At line 4 changed one line
This section illustrates the option to handle multiple federal government registrations and multiple employments for legislative purpose. This is mostly for capping or restarting of annual wage base maximums, annual maximum deductions and limits.
This section illustrates the option to handle multiple Federal Government Registrations and Multiple Employments for legislative purpose. This is mostly for capping or restarting of annual wage base maximums, annual maximum deductions and limits.
At line 7 removed 2 lines
----
At line 10 changed one line
On [IMST Preferences|IMST#PreferencesTab] tab, a site preference for ‘GOVT REGIST RULE’ may be added.
On [IMST Preferences|IMST#PreferencesTab] tab, a site preference for ‘GOVT REGIST RULE’ may be added.
At line 12 changed one line
[{InsertPage page='GOVT REGIST RULE' section=1}]
The following values are used for ‘GOVT REGIST RULE’, if this is not set up, the default value ‘01’ is used.
At line 12 added 6 lines
|Null, 00|- Default (use Rule 01)
|01|Across Multi Group and Multi EEM\\ \\By federal registration across multiple Groups and Employments\\ \\This rule means regardless if the employee has worked for multiple Groups or Employments, as long as the Group Federal Registration numbers are the same on [IDGV], the YTD amounts are combined
|02|Across Multi Group, Each EEM\\ \\By federal registration across multiple Groups for one Employment at a time\\ \\This rule means if the employee has worked for multiple Groups within one Employment, as long as the Group Federal Registration numbers are the same on [IDGV], the YTD amounts are combined\\ \\If the employee has worked for a different Employment, each Employment will be evaluated on its own
|03|Combine Group, each EEM\\ \\Combine federal registration for multiple Groups for one Employments at a time\\ \\This is same as Rule 02 except the Groups are combined under each Employment
|04|Combine All\\ \\Always combine federal registration across multiple Employments and Groups
At line 15 removed one line
\\
At line 20 changed one line
An employee may work for one or multiple employments that must be reported under one or multiple Government Registration Numbers. The following situations may occur:
An employee may work for one or multiple Employments that must be reported under one or multiple Government Registration Numbers. The following situations may occur:
At line 22 changed one line
#An employee may change employments with a new Hire Date, the new assignment may point to a different group ([IDGR]) that is reporting to a different Federal Registration Number
#An employee may change Employments with a new Hire Date, the new assignment may point to a different group ([IDGR]) that is reporting to a different Federal Registration Number
At line 26 changed 2 lines
*The processing for multiple employments and groups are performed within one entity. If the employee is changing entities, then the entity will start its own YTD / QTD / MTD / PTD accumulation.
\\
*The processing for multiple Employments and Groups are performed within one Entity. If the employee is changing entities, then the Entity will start its own YTD / QTD / MTD / PTD accumulation.
\\ \\
At line 30 changed one line
An employee has two employments with the following Hire Dates and is being paid with different groups.
An employee has two Employments with the following Hire Dates and is being paid with different groups.
At line 43 changed one line
The employee will be paid under one of these employments via [IPPH] with each pay header pointing to one employment.
The employee will be paid under one of these Employments via [IPPH] with each Pay Header pointing to one Employment.
At line 45 changed one line
Below are results of the YTD values derived depending on the [IMST] ‘[GOVT REGIST RULE|GOVT REGIST RULE(System_Preference)]’ setting.
Below are results of the YTD values derived depending on the [IMST] ‘GOVT REGIST RULE’ setting.
At line 50 changed one line
;IMST - [GOVT REGIST RULE|GOVT REGIST RULE(System_Preference)] = 01:
;IMST - GOVT REGIST RULE = 01:
At line 52 changed 2 lines
*By Federal Registration across multiple groups and employments
*This rule means regardless if the employee has worked for multiple groups or multiple employments, as long as the Group Federal Registration Numbers are the same on [IDGV], the YTD amounts are combined.
*By Federal Registration across Multiple Groups and Multiple Employments
*This rule means regardless if the employee has worked for multiple Groups or multiple Employments, as long as the Group Federal Registration numbers are the same on IDGV, the YTD amounts are combined
At line 59 changed 2 lines
;When paying for Employment (1):
Hire Date: 15-Aug-2005
When paying for Employment (1)
;Hire Date: 15-Aug-2005:
At line 64 changed 2 lines
;When paying for Employment (2):
Hire Date: 01-Jan-2009
When paying for Employment (2)
;Hire Date: 01-Jan-2009:
At line 72 added 4 lines
When paying for Employment (2)
Hire Date: 01-Jan-2009
||Group||Federal Number||Pay Component||Amount
At line 71 changed one line
*In most situations, for taxation purposes, the Annual Maximum of a Wage Base and Annual Maximum Deduction should be applied to an employee under the same Federal Registration Number. This ensures that the employee will not be over deducted when the employee has worked for multiple employments or assignments that belong to multiple groups with the same Federal Registration Number.
*In most situations, for taxation purposes, the Annual Maximum of a Wage Base and Annual Maximum Deduction should be applied to an employee under the same Federal Registration Number. This ensures that the employee will not be over deducted when the employee has worked for Multiple Employments or Multiple Assignments that belong to multiple Groups with the same Federal Registration number.
At line 75 changed 2 lines
;US Taxation:For US taxation, the FICA, MEDI, FUTA annual maximum wage base and deductions are respected, all other annual maximum amounts are respected.
\\
;US Taxation:For US taxation, the FICA, MEDI, FUTA annual maximum wage base and deductions are respected, all other Annual maximum amounts are respected.
\\ \\
At line 79 removed 5 lines
;IMST - [GOVT REGIST RULE|GOVT REGIST RULE(System_Preference)] = 02:
*Across Multi Group, each EEM
*By Federal Registration across multiple groups for one employment at a time.
*This rule means if the employee has worked for multiple groups within one employment, as long as the group Federal Registration Numbers are the same on [IDGV], the YTD amounts are combined.
*If the employee has worked for a different employment, each employment will be evaluated on its own.
At line 85 changed 3 lines
For the example above:
*This rule deals with one employment at a time
*Depending on the group’s [IDGV]Fed#, the YTD values are combined for the same Fed#
IMST - GOVT REGIST RULE = 02
At line 89 changed 4 lines
;When paying for Employment (1):
Hire Date: 15-Aug-2005
||Group||Federal Number||Pay Component||Amount
|Part-Time-Secretary|IDGV Fed# = 111122222|PC 1000 Gross YTD amount = $3000
- Across Multi Group, each EEM
- By Federal Registration across Multiple Groups for one Employment at a time
- this rule means if the employee has worked for multiple Groups within one Employment, as long as the Group Federal Registration numbers are the same on IDGV, the YTD amounts are combined
- if the employee has worked for a different Employment, each Employment will be evaluated on its own
At line 94 removed 6 lines
;When paying for Employment (2):
Hire Date: 01-Jan-2009
||Group||Federal Number||Pay Component||Amount
|Part-Time-Teacher|IDGV Fed# = 111122222|PC 1000|Gross YTD amount = $1000 + $4000 = $5000.
|Part-Time-Driver|IDGV Fed# = 999988888|PC 1000|Gross YTD amount = $5555
|Part-Time-Music|IDGV Fed# = 111122222|PC 1000|Gross YTD amount = $1000 + $4000 = $5000.
At line 101 changed one line
This is useful for when a new employment is treated as a company on its own and within each employment, the employee can work for different groups that can be reported by different registrations.
For the Example above:
- this rule deals with one Employment at a time
- depending on the Group’s IDGV Fed#, the YTD values are combined for the same Fed#
At line 103 changed one line
The following business scenario is an example of a company who does not need to combine employments for taxation purpose.
When paying for Employment (1) for Hire Date: 15-Aug-2005,
Group: Part-Time-Secretary
IDGV Fed# = 111122222
PC 1000 Gross YTD amount = $3000
At line 106 added 19 lines
When paying for Employment (2) for Hire Date: 01-Jan-2009,
Group: Part-Time-Teacher
IDGV Fed# = 111122222
PC 1000 Gross YTD amount = $1000 + $4000 = $5000.
When paying for Employment (2) for Hire Date: 01-Jan-2009,
Group: Part-Time-Driver
IDGV Fed# = 999988888
PC 1000 Gross YTD amount = $5555
When paying for Employment (2) for Hire Date: 01-Jan-2009,
Group: Part-Time-Music
IDGV Fed# = 111122222
PC 1000 Gross YTD amount = $1000 + $4000 = $5000.
This is useful for Companies who treat a new Employment as a company on its own and within each Employment, the employee can work for different Groups that can be reported by different Registrations.
The following business scenario is an example of a company who does not need to Combine Employments for taxation purpose.
At line 106 changed 4 lines
A Service Bureau company may set up one Headquarter Entity on [IDEN] and use a group [IDGR] to identity many different Federal Registrations (EIN numbers). In this way, each group may actually represent one legal company registration with the government.
*An employee may work several months for a group at the beginning of a year (i.e. one company), then transfer to another group (i.e. another company). A new employment record is created for the second company with different Position/Job and Pay Scale etc. In this case, the legislative YTD maximums should be re-started when an employee is working for a new company.
*If the employee is terminated and rehired under the same employment (i.e. the employee may not be officially transferred), the YTD amounts will be accumulated or re-started according to the group Fed#.
\\
A Service Bureau company may set up one Headquarter Entity on IDEN, use IDGR Group to identity many different Federal Registrations (EIN numbers), thus each Group may actually represent one legal company registration with the government
- an employee may work several months for a Group at the beginning of a year (i.e. one Company), then transfer to another Group (i.e. another Company). A new Employment record is created for the second company with different Position/Job and Pay Scale etc. In this case, the legislative YTD maximums should be re-started when an employee is working for a new company
- if the employee is terminated and rehired under the same Employment (i.e. the employee may not be officially transferred), the YTD amounts will be accumulated or re-started according to the Group Fed#
\\ \\
At line 112 removed 4 lines
;IMST - [GOVT REGIST RULE|GOVT REGIST RULE(System_Preference)] = 03:
*Combine Group, each EEM
*Combine federal registration for multiple groups for one employment at a time.
*This is same as Rule 02 except the groups are combined under each employment.
At line 117 changed 3 lines
For the example above:
*This rule deals with one employment at a time.
*Does not matter how many groups are being paid, all the group's YTD values are combined together.
IMST - GOVT REGIST RULE = 03
At line 121 changed 4 lines
;When paying for Employment (1):
Hire Date: 15-Aug-2005
||Group||Federal Number||Pay Component||Amount
|Part-Time-Secretary|IDGV Fed# = 111122222|PC 1000|Gross YTD amount = $3000
- Combine Group, each EEM
- Combine Federal Registration for Multiple Groups for One Employments at a time
- this is same as Rule 02 except the Groups are combined under each Employment
At line 126 changed 7 lines
;When paying for Employment (2):
Hire Date: 01-Jan-2009
||Group||Federal Number||Pay Component||Amount
|Part-Time-Teacher|IDGV Fed# = 111122222|PC 1000|Gross YTD amount = $1000 + $5555 + $4000 = $10555.
|Part-Time-Driver|IDGV Fed# = 999988888|PC 1000|Gross YTD amount = $1000 + $5555 + $4000 = $10555.
|Part-Time-Music|IDGV Fed# = 111122222|PC 1000|Gross YTD amount = $1000 + $5555 + $4000 = $10555.
\\
For the Example above:
- this rule deals with one Employment at a time
- does not matter how many Groups are being paid, all the Groups YTD values are combined together
When paying for Employment (1) for Hire Date: 15-Aug-2005,
Group: Part-Time-Secretary
IDGV Fed# = 111122222
PC 1000 Gross YTD amount = $3000
When paying for Employment (2) for Hire Date: 01-Jan-2009,
Group: Part-Time-Teacher
IDGV Fed# = 111122222
PC 1000 Gross YTD amount = $1000 + $5555 + $4000 = $10555.
When paying for Employment (2) for Hire Date: 01-Jan-2009,
Group: Part-Time-Driver
IDGV Fed# = 999988888
PC 1000 Gross YTD amount = $1000 + $5555 + $4000 = $10555.
When paying for Employment (2) for Hire Date: 01-Jan-2009,
Group: Part-Time-Music
IDGV Fed# = 111122222
PC 1000 Gross YTD amount = $1000 + $5555 + $4000 = $10555.
\\ \\
At line 135 removed 3 lines
;IMST - [GOVT REGIST RULE|GOVT REGIST RULE(System_Preference)] = 04:
*Combine all
*Always combine federal registration across multiple employments and groups
At line 139 changed 3 lines
For the example above:
*This rule deals with multiple employments
*Does not matter how many employments or groups are being paid, the YTD values are combined together
IMST - GOVT REGIST RULE = 04
At line 143 changed 4 lines
;When paying for Employment (1):
Hire Date: 15-Aug-2005
||Group||Federal Number||Pay Component||Amount
|Part-Time-Secretary|IDGV Fed# = 111122222|PC 1000|Gross YTD amount = $3000 + $1000 + $5555 + $4000 = $13555.
- combine all
- Always Combine Federal Registration across Multiple Employments and Groups
At line 148 removed 6 lines
When paying for Employment (2)
Hire Date: 01-Jan-2009
||Group||Federal Number||Pay Component||Amount
|Part-Time-Teacher|IDGV Fed# = 111122222|PC 1000|Gross YTD amount = $3000 + $1000 + $5555 + $4000 = $13555.
|Part-Time-Driver|IDGV Fed# = 999988888|PC 1000|Gross YTD amount = $3000 + $1000 + $5555 + $4000 = $13555.
|Part-Time-Music|IDGV Fed# = 111122222|PC 1000|Gross YTD amount = $3000 + $1000 + $5555 + $4000 = $13555.
At line 155 changed one line
This is when only reporting under one Federal Government Registrations for one entity.
For the Example above:
- this rule deals with multiple Employments
- does not matter how many Employments, or how many Groups are being paid, the YTD values are combined together
When paying for Employment (1) for Hire Date: 15-Aug-2005,
Group: Part-Time-Secretary
IDGV Fed# = 111122222
PC 1000 Gross YTD amount = $3000 + $1000 + $5555 + $4000 = $13555.
When paying for Employment (2) for Hire Date: 01-Jan-2009,
Group: Part-Time-Teacher
IDGV Fed# = 111122222
PC 1000 Gross YTD amount = $3000 + $1000 + $5555 + $4000 = $13555.
When paying for Employment (2) for Hire Date: 01-Jan-2009,
Group: Part-Time-Driver
IDGV Fed# = 999988888
PC 1000 Gross YTD amount = $3000 + $1000 + $5555 + $4000 = $13555.
When paying for Employment (2) for Hire Date: 01-Jan-2009,
Group: Part-Time-Music
IDGV Fed# = 111122222
PC 1000 Gross YTD amount = $3000 + $1000 + $5555 + $4000 = $13555.
This is useful for Companies who only report under one Federal Government Registrations for one Entity
At line 159 changed 4 lines
*If an employee belongs to one group (e.g. Part-Time Secretary with IDGV = 11112222) and this employee is terminated, then later on the employee is rehired in the same taxation year into the same group, the employee’s YTD should be accumulated for taxation purpose.
**In this case, if the employee is rehired into the same employment, then Rule 01, 02, 03, 04 would accumulate the YTD.
**In this case, if the employee is rehired under a new employment, then Rule 01, 04 would accumulate the YDT.
\\
- if an employee belongs to one Group (e.g. Part-Time Secretary with IDGV = 11112222) and this employee is terminated, then later on the employee is rehired in the same taxation year into the same Group, the employee’s YTD should be accumulated for taxation purpose
- in this case, if the employee is rehired into the same Employment, then Rule 01, 02, 03, 04 would accumulate the YTD
- in this case, if the employee is rehired under a new Employment, then Rule 01, 04 would accumulate the YTD
\\ \\
At line 165 changed 9 lines
*At Site Level [IMST], during installation time when defining rules for the Payroll system, how to start a new employment for employees should be defined.
*A new employment should be for a new Hire Date, then the employee will be set up for the assignments under this employment, each assignment will point to a group that reports to a Fed#.
*There must be an evaluation of how to report multiple groups by Fed# and how to report one or multiple employments.
*For most users, the default [GOVT REGIST RULE|GOVT REGIST RULE(System_Preference)] 01 for taxation purpose should be used.
*For some common Payroll Masters, Service Bureau or Agencies, each entity on [IDEN] or each group on [IDGR] may represent a different company or a client of their own. Sometimes one employment of an employee may represent that this employee is working for a different company, therefore they must set up the [IMST] ‘[GOVT REGIST RULE|GOVT REGIST RULE(System_Preference)]’ to handle the taxation according to their needs.
*The definition of a new employment, group, or entity is dependent upon the nature of the user's business.
*By default, [UPCALC] will accumulate and withhold according to the legislative requirement. If the client would like to switch the rule during one taxation year, the YTD amounts that have already been updated so far may not reflect the correct YTD amounts according to the rule. A manual YTD adjustment may need to be done.
**However, in most cases, at the end of the year when the employee is filing their income tax return, the employee will be refunded with any excess contribution.
**For the company portion contribution, the company may do manual YTD adjustment depending on if the company is over or under-contributed.
- at Site Level (IMST screen), during installation time when defining rules for the Payroll system, the user should define how they would start a new Employment for their employees
- a new Employment should be for a new Hire Date, then the employee will be set up for the Assignments under this employment, each Assignment will point to a Group that reports to a Fed#
- the user must evaluate how they should report multiple groups by Fed#, how to report one or multiple Employments
- most users should use the default GOVT REGIST RULE 01 for taxation purpose
- for some common Payroll Masters, Service Bureau or Agencies, each Entity on IDEN or each Group on IDGR may represent a different Company or a client of their own, sometimes one Employment of an employee may represent this employee is working for a different Company, therefore they must set up IMST ‘GOVT REGIST RULE’ to handle the taxation according to their needs
- the definition of a new Employment, a new Group, or a new Entity is dependent upon the user’s nature of business
- by default, UPCALC will accumulate and withheld according to the legislative requirement, if the client would like to switch the rule during one Taxation year, the YTD amounts that have already been updated so far may not reflect the correct YTD amounts according to the rule, the user may need to do manual YTD adjustment
- however in most cases, at the end of the year when the employee is filing their income tax return, the employee will be refunded with any excess contribution
- for the Company portion contribution, the company may do manual YTD adjustment depending on if the Company is over-contributed or under-contributed
This page (revision-23) was last changed on 26-Nov-2021 10:22 by jmyersTop