This page (revision-17) was last changed on 26-Nov-2021 10:22 by mmcfarland

This page was created on 26-Nov-2021 10:22 by jmyers

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Page References

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US State Reciprocity
US State Reciprocity

Version management

Difference between version and

At line 151 removed 2 lines
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On IPRLU State tab, an employee should set up the ‘Reciprocity Agreement’ if applicable.
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On IPRLU STATE Tab, an employee should set up the ‘Reciprocity Agreement’ if applicable.
From lexicon [X_UST_RECIPROCATION]\\
00 – Default (PPH Work/Res GEO)\\
01 – NR Certificate Filed\\
02 – Calc WORK Tax (PPH Work GEO)\\
03 – Calc RES Tax (PPH Home GEO)\\
04 – Calc WORK / RES (PPH 2 States)
At line 158 changed 6 lines
From Lexicon X_UST_RECIPROCATION
00 – Default (PPH Work/Res GEO)
01 – NR Certificate Filed
02 – Calc WORK Tax (PPH Work GEO)
03 – Calc RES Tax (PPH Home GEO)
04 – Calc WORK / RES (PPH 2 States)
*If IPRLU ‘Reciprocity Agreement’ is not set up, the IMST Site Preference US TAX RECIP will be used.
*IMST Site Preference ‘US TAX RECIP’ has the same values from lexicon [X_UST_RECIPROCATION] as above.
At line 165 removed 2 lines
- If IPRLU ‘Reciprocity Agreement’ is not set up, the IMST Site Preference US TAX RECIP will be used.
- IMST Site Preference ‘US TAX RECIP’ has the same values from lexicon X_UST_RECIPROCATION as above.
At line 166 added 21 lines
#) 00 – Default (PPH Work/Res GEO)
#*Pay Lines Earnings are allocated according to Pay Header’s Work and Home Jurisdiction
#*if the Pay Line’s Tax Jurisdiction is the same as Pay Header’s Home Jurisdiction, this Pay Line’s earnings is allocated to Pay Header’s Home Jurisdiction
#*if the Pay Line’s Tax Jurisdiction is NOT the same as Pay Header’s Home Jurisdiction, this Pay Line’s earnings is allocated to Pay Header’s Work Jurisdiction
#*if a Pay Line does not specify a Tax Jurisdiction, this Pay Line’s Earnings will be allocated to Pay Header’s Work Jurisdiction
#*the NonResCertificate = False when pass to Symmetry
#*the NEXUS is set according to IDGV or IPUTP set up
#) 01 – NR Certificate Filed
#*Pay Line Earnings are allocated the same way as 00 –Default
#*the NonResCertificate = True when pass to Symmetry
#*the NEXUS is set according to IDGV or IPUTP set up
#) 02 – Calc WORK Tax (PPH Work GEO)
#*All Pay Line Earnings are allocated according to Pay Header’s WORK Jurisdiction
#*the NonResCertificate = False when pass to Symmetry
#*the NEXUS will be set to YES for the WORK GEO, otherwise NEXUS will be set to NO
#) 03 – Calc RES Tax (PPH Home GEO)
#*All Pay Line Earnings are allocated according to Pay Header’s HOME Jurisdiction
#*the NonResCertificate = False when pass to Symmetry
#*the NEXUS will be set to YES for the HOME GEO, otherwise NEXUS will be set to NO
#) 04 – Calc WORK / RES (PPH 2 States)
#*same as 00 – Default (PPH Work/Res GEO)
At line 169 removed 35 lines
1) 00 – Default (PPH Work/Res GEO)
- Pay Lines Earnings are allocated according to Pay Header’s Work and Home Jurisdiction
- if the Pay Line’s Tax Jurisdiction is the same as Pay Header’s Home Jurisdiction, this Pay Line’s earnings is allocated to Pay Header’s Home Jurisdiction
- if the Pay Line’s Tax Jurisdiction is NOT the same as Pay Header’s Home Jurisdiction, this Pay Line’s earnings is allocated to Pay Header’s Work Jurisdiction
- if a Pay Line does not specify a Tax Jurisdiction, this Pay Line’s Earnings will be allocated to Pay Header’s Work Jurisdiction
- the NonResCertificate = False when pass to Symmetry
- the NEXUS is set according to IDGV or IPUTP set up
2) 01 – NR Certificate Filed
- Pay Line Earnings are allocated the same way as 00 –Default
- the NonResCertificate = True when pass to Symmetry
- the NEXUS is set according to IDGV or IPUTP set up
3) 02 – Calc WORK Tax (PPH Work GEO)
- All Pay Line Earnings are allocated according to Pay Header’s WORK Jurisdiction
- the NonResCertificate = False when pass to Symmetry
- the NEXUS will be set to YES for the WORK GEO, otherwise NEXUS will be set to NO
4) 03 – Calc RES Tax (PPH Home GEO)
- All Pay Line Earnings are allocated according to Pay Header’s HOME Jurisdiction
- the NonResCertificate = False when pass to Symmetry
- the NEXUS will be set to YES for the HOME GEO, otherwise NEXUS will be set to NO
5) 04 – Calc WORK / RES (PPH 2 States)
- same as 00 – Default (PPH Work/Res GEO)
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For employee with a residence in a Michigan city which withholds tax, STE checks to insure the company has a nexus relationship with the city before withholding the tax. STE automatically sets the nexus to TRUE when the wages are earned for the residence location. However, if the employee does not have wages in the residence location, the company needs to indicate the presence of a nexus relationship. If the nexus relationship is not set, then no withholding will occur in the Michigan resident location. For Michigan City, you can set up Nexus Relationship by each city on [IDGV], if Local Nexus Relationship is not set up for that city, then the State Nexus Relationship will be used.
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For employee with a residence in Michigan city which withholds tax, STE checks to insure the company has a Nexus relationship with the city before withholding the tax. STE automatically sets the nexus to TRUE when the wages are earned for the residence location. However, if the employee does not have wages in the residence location, the company needs to indicate the presence of a nexus relationship. If the nexus relationship is not set, then no withholding will occur in the Michigan resident location. For Michigan City, user can set up Nexus Relationship by each City on IDGV, if Local Nexus Relationship is not set up for that City, then the State Nexus Relationship will be used.
|IPRLU STATE Tab| Reciprocity Agreement:| - Null, default to IMST, which uses Default Reciprocity
|IPUTP Michigan State| STATE_NEXUS| - DEFAULT
|IPUTP OHIO State| STATE_NEXUS| - DEFAULT
|IDGV ‘US State Regist 1’| Govt Rate Type| - ‘US State Nexus Relationship’ is not set up
|IDGV ‘US Local Regist 1’| Govt Rate Type| - ‘US Local Nexus Relationship’ is not set up
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|WORK:|OH 39-049-1080996|Columbus, Franklin, OH
|RES:|MI 26-107-1619197|Big Rapids, MI
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IPRLU STATE Tab Reciprocity Agreement: - Null, default to IMST, which uses Default Reciprocity
IPUTP Michigan State STATE_NEXUS - DEFAULT
IPUTP OHIO State STATE_NEXUS - DEFAULT
IDGV ‘US State Regist 1’ Govt Rate Type - ‘US State Nexus Relationship’ is not set up
IDGV ‘US Local Regist 1’ Govt Rate Type - ‘US Local Nexus Relationship’ is not set up
|IPPH|PAY LINES |Jurisdiction - 39-049-1080996 Columbus, Franklin, OH| - All Earnings
| | |Jurisdiction - 26-107-1619197 Big Rapids, MI| - NO Earnings
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WORK: OH 39-049-1080996 Columbus, Franklin, OH
RES: MI 26-107-1619197 Big Rapids, MI
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IPPH PAY LINES Jurisdiction - 39-049-1080996 Columbus, Franklin, OH - All Earnings
Jurisdiction - 26-107-1619197 Big Rapids, MI - NO Earnings
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This page (revision-17) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop