This page (revision-22) 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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22 26-Nov-2021 10:22 25 KB mmcfarland to previous
21 26-Nov-2021 10:22 25 KB mmcfarland to previous | to last

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US Taxation Supplemental Pay Processing
US Taxation Supplemental Pay Processing

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At line 157 changed one line
*From this list, the following sStates do not supply a Flat percent and therefore the ‘Current Aggregation’ method is used in order to calculate State Sup Tax:\\ \\AK, AZ, CT, DE, FL, HI, KY, LA, MA, MD, MS, NH, NJ, SD, TN, TX, UT, WA, WY, PR
*From this list, the following states do not supply a Flat percent and therefore the ‘Current Aggregation’ method is used in order to calculate State Sup Tax:\\ \\AK, AZ, CT, DE, FL, HI, KY, LA, MA, MD, MS, NH, NJ, SD, TN, TX, UT, WA, WY, PR
At line 186 changed 2 lines
*when UPUTR is run, UPUTR automatically loads in two Miscellaneous Identifiers for each State to provide the Default Supplemental Tax Method:\\ \\SUP_PAID_WITH_REG\\SUP_PAID_WITHOUT_REG
[US_Taxation _Supplemental Pay Processing_06.JPG]
*when UPUTR is run, UPUTR automatically loads in two Miscellaneous Identifiers for each State to provide the Default Supplemental Tax Method:\\ \\SUP_PAID_WITH_REG\\SUP_PAID_WITHOUT_REG\\ \\[US_Taxation _Supplemental Pay Processing_06.JPG]\\ \\Default Value - this contains ‘FLAT’ or ‘CURRAGG’ depending on each state\\Provided By - always ‘Internal’. When UPCALC is passing State Misc Parms to Symmetry, UPCALC will not pass the State Misc Parm that are with ‘Provided By’ = ‘Internal’
At line 189 removed 4 lines
;Default Value:\\-this contains ‘FLAT’ or ‘CURRAGG’ depending on each State
;Provided By:\\-always ‘Internal’\\-when UPCALC is passing State Misc Parms to Symmetry, UPCALC will not pass the State Misc Parm that are with ‘Provided By’ = ‘Internal’
At line 198 removed one line
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*if there is no override by employee, there is no need to set up these Misc Tax Parm
*if there is no override by employee, there is no need to set up these Misc Tax Parm\\[US_Taxation _Supplemental Pay Processing_07.JPG]\\
*for IPRLU Federal and State Tab Suppl Tax Method explanation, please refer to: PR_US_IPRLU_methods_v1.0.doc or later
*when an employee is paid with Supplemental wages, the IPRLU Federal and State Tab Suppl Tax Method determines if the Supplemental Wages are to be taxed or not, and which Suppl Tax Method is to be used
*once when the State Supplemental tax is to be calculated by Symmetry, then IPUTP State specific tax method from SUP_PAID_WITH_REG or SUP_PAID_WITHOUT_REG will be passed to Symmetry for calculation depending on if the Supplemental wages are paid with or without Regular wages, therefore FLAT or CURRAGG is passed
At line 199 added one line
! Prorating Taxable Benefits for State Supplemental Pay
At line 203 removed 14 lines
- for IPRLU Federal and State Tab Suppl Tax Method explanation, please refer to: PR_US_IPRLU_methods_v1.0.doc or later
- when an employee is paid with Supplemental wages, the IPRLU Federal and State Tab Suppl Tax Method determines if the Supplemental Wages are to be taxed or not, and which Suppl Tax Method is to be used
- once when the State Supplemental tax is to be calculated by Symmetry, then IPUTP State specific tax method from SUP_PAID_WITH_REG or SUP_PAID_WITHOUT_REG will be passed to Symmetry for calculation depending on if the Supplemental wages are paid with or without Regular wages, therefore FLAT or CURRAGG is passed
3.5 Prorating Taxable Benefits for State Supplemental Pay
At line 229 changed 2 lines
 No Supplemental Element is associated to the Supplemental PC Usages listed above, UPCALC will prorate all of the section 125 and 401k deduction amounts between Regular and Supplemental
 A Supplemental Element has been associated to the Supplemental PC Usage, the Element is defined with PCs and those PCs have amounts, UPCALC will use the Element and prorate the taxable benefits defined in the element.
*No Supplemental Element is associated to the Supplemental PC Usages listed above, UPCALC will prorate all of the section 125 and 401k deduction amounts between Regular and Supplemental
*A Supplemental Element has been associated to the Supplemental PC Usage, the Element is defined with PCs and those PCs have amounts, UPCALC will use the Element and prorate the taxable benefits defined in the element.
At line 233 changed 2 lines
 A Supplemental Element has been associated to the Supplemental PC Usages listed above but the Element is Empty (no PCs defined).
 A Supplemental Element has been associated to the Supplemental PC Usages listed above but the PCs within the Element do not have amounts in the pay.
*A Supplemental Element has been associated to the Supplemental PC Usages listed above but the Element is Empty (no PCs defined).
*A Supplemental Element has been associated to the Supplemental PC Usages listed above but the PCs within the Element do not have amounts in the pay.
At line 237 changed one line
1. In IPPC do not associate an element to PC Usage 6656 - Pre-State 125 Exemption - Supplemental Tax (PPE).
#In IPPC do not associate an element to PC Usage 6656 - Pre-State 125 Exemption - Supplemental Tax (PPE).
At line 239 changed one line
2. If only certain Sect 125 deductions should be prorated, define an element in IPPE that only lists the 125 deductions that should be prorated between Federal and Supplemental. In IPPC attach this element to the Pay Component tied to PC Usage 6656 - Pre-State 125 Exemption - Supplemental Tax (PPE)
#If only certain Sect 125 deductions should be prorated, define an element in IPPE that only lists the 125 deductions that should be prorated between Federal and Supplemental. In IPPC attach this element to the Pay Component tied to PC Usage 6656 - Pre-State 125 Exemption - Supplemental Tax (PPE)
At line 241 removed one line
At line 243 changed one line
1. In IPPC do not associate an element to PC Usage 6657 - Pre-State 401 Exemption - Supplemental Tax (PPE).
#In IPPC do not associate an element to PC Usage 6657 - Pre-State 401 Exemption - Supplemental Tax (PPE).
At line 245 changed one line
2. If only certain 401k or 457 deductions should be prorated between Federal and Supplemental, define an element in IPPE that only lists the 401k and 457 deductions that should be prorated. In IPPC attach this element to the Pay Component tied to PC Usage 6657 - Pre-State 401 Exemption - Supplemental Tax (PPE)
#If only certain 401k or 457 deductions should be prorated between Federal and Supplemental, define an element in IPPE that only lists the 401k and 457 deductions that should be prorated. In IPPC attach this element to the Pay Component tied to PC Usage 6657 - Pre-State 401 Exemption - Supplemental Tax (PPE)
At line 249 removed 2 lines
At line 233 added 24 lines
|PC 1010 Regular Earnings|2307.6900
|PC 2002 Bonus $|1000.0000
|PC 4020 Medical EE (sect125)|50.0000
|PC 4041 401K Dedn |33.0800
|PC 6000 Fed Tax |393.2000
|PC 6003 Fed Supp Tax | 243.7200
|PC 8000 Fed Tax Earns| 2249.7300
|PC 8010 Fed Sup Earns| 974.8800
|PC 6055 Res SIT Tax| 138.0000
|PC 6057 Res Supp Tax| 61.0000
|PC 8055 Res SIT Earn| 2249.7300
|PC 8058 Res Supp Earn | 974.8800
|PC 8400 Pre-Fed Earnings| 2307.6900
|PC 8403 Pre-Fed Sup Ern| 1000.0000
|PC 8153 Pre Fed 125 Earn| 34.8800
|PC 8154 Pre Fed 401 Earn| 23.0800
|PC 8156 Pre Fed Sup 125| 15.1200
|PC 8167 Pre FSP 401 Earn| 10.0000
|PC 8551 Pre-SIT Earnings| 2307.6900
|PC 8453 Pre-SIT Suppl Earns| 1000.0000
|PC 8353 Pre-SIT 125 | 34.8800
|PC 8354 Pre-SIT 401/403/457 | 23.0800
|PC 8356 Pre-SIT Supp 125| 15.1200
|PC 8357 Pre-SIT Supp 401K| 10.0000
At line 253 removed 26 lines
PC 1010 Regular Earnings 2307.6900
PC 2002 Bonus $ 1000.0000
PC 4020 Medical EE (sect125) 50.0000
PC 4041 401K Dedn 33.0800
PC 6000 Fed Tax 393.2000
PC 6003 Fed Supp Tax 243.7200
PC 8000 Fed Tax Earns 2249.7300
PC 8010 Fed Sup Earns 974.8800
PC 6055 Res SIT Tax 138.0000
PC 6057 Res Supp Tax 61.0000
PC 8055 Res SIT Earn 2249.7300
PC 8058 Res Supp Earn 974.8800
PC 8400 Pre-Fed Earnings 2307.6900
PC 8403 Pre-Fed Sup Ern 1000.0000
PC 8153 Pre Fed 125 Earn 34.8800
PC 8154 Pre Fed 401 Earn 23.0800
PC 8156 Pre Fed Sup 125 15.1200
PC 8167 Pre FSP 401 Earn 10.0000
PC 8551 Pre-SIT Earnings 2307.6900
PC 8453 Pre-SIT Suppl Earns 1000.0000
PC 8353 Pre-SIT 125 34.8800
PC 8354 Pre-SIT 401/403/457 23.0800
PC 8356 Pre-SIT Supp 125 15.1200
PC 8357 Pre-SIT Supp 401K 10.0000
At line 281 changed 4 lines
PC 4020 Medical EE (sect125) $50.0000
PC 8353 Pre-SIT 125 34.8800 prorated amt on reg wages
PC 8356 Pre-SIT Supp 125 + 15.1200 prorated amt on supp wages
50.00
||PC 4020 Medical EE (sect125) $50.0000||
|%%(text-align:right;display:block;)PC 8353 Pre-SIT 125%%|%%(text-align:right;display:block;)34.8800 prorated amt on reg wages%%
|%%(text-align:right;display:block;)PC 8356 Pre-SIT Supp 125%%|%%(text-align:right;display:block;)+ 15.1200 prorated amt on supp wages%%
| |%%(text-align:right;display:block;)50.00%%
At line 286 changed 4 lines
PC 4041 401K Dedn $33.0800
PC 8354 Pre-SIT 401/403/457 23.0800 prorated amt on reg wages
PC 8357 Pre-SIT Supp 401K + 10.0000 prorated amt on supp wages
33.08
||PC 4041 401K Dedn $33.0800||
|%%(text-align:right;display:block;)PC 8354 Pre-SIT 401/403/457%%|%%(text-align:right;display:block;)23.0800 prorated amt on reg wages%%
|%%(text-align:right;display:block;)PC 8357 Pre-SIT Supp 401K%%|%%(text-align:right;display:block;)+ 10.0000 prorated amt on supp wages%%
| |%%(text-align:right;display:block;)33.08%%
This page (revision-22) was last changed on 26-Nov-2021 10:22 by mmcfarlandTop