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

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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

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UPCALC COMBINE SEPARATE MULTIPLE EMPLOYMENTS
UPCALC COMBINE SEPARATE MULTIPLE EMPLOYMENTS

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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.
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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.
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The following values are used for ‘GOVT REGIST RULE’, if this is not set up, the default value ‘01’ is used.
[{InsertPage page='GOVT REGIST RULE' section=1}]
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|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
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\\
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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 25 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 29 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.
\\
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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.
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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.
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Below are results of the YTD values derived depending on the [IMST] ‘GOVT REGIST RULE’ setting.
Below are results of the YTD values derived depending on the [IMST] ‘[GOVT REGIST RULE|GOVT REGIST RULE(System_Preference)]’ setting.
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;IMST - GOVT REGIST RULE = 01:
;IMST - [GOVT REGIST RULE|GOVT REGIST RULE(System_Preference)] = 01:
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*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
*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.
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When paying for Employment (1)
;Hire Date: 15-Aug-2005:
;When paying for Employment (1):
Hire Date: 15-Aug-2005
At line 68 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 removed 4 lines
When paying for Employment (2)
Hire Date: 01-Jan-2009
||Group||Federal Number||Pay Component||Amount
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*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.
*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.
At line 83 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.
\\
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;IMST - GOVT REGIST RULE = 02:
;IMST - [GOVT REGIST RULE|GOVT REGIST RULE(System_Preference)] = 02:
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*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.
*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.
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When paying for Employment (1)
;When paying for Employment (1):
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When paying for Employment (2)
;When paying for Employment (2):
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When paying for Employment (2)
Hire Date: 01-Jan-2009
||Group||Federal Number||Pay Component||Amount
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When paying for Employment (2) for
Hire Date: 01-Jan-2009
||Group||Federal Number||Pay Component||Amount
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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.
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.
At line 122 changed one line
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,
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.
At line 124 changed 2 lines
*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#.
\\ \\
*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 added 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 129 changed one line
IMST - GOVT REGIST RULE = 03
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.
At line 131 changed 3 lines
- 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
;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
At line 135 changed 26 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 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.
\\ \\
;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.
\\
At line 135 added 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 164 changed one line
IMST - GOVT REGIST RULE = 04
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
At line 166 changed 2 lines
- combine all
- Always Combine Federal Registration across Multiple Employments and Groups
;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.
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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 170 changed 27 lines
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
This is when only reporting under one Federal Government Registrations for one entity.
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- 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
\\ \\
*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.
\\
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- 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
*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.
This page (revision-23) was last changed on 26-Nov-2021 10:22 by jmyersTop