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CALIFORNIA STATE TAX CALCULATION#

State Tax Calculation - General Set Up#

Please refer to document PR_US_Federal_Tax_Calc.doc '€˜General Set Up'€™ section for all set up requirement.

At state level, the following screens should be verified set up for each state:

IPUTR#

This screen is used to:

• view US Tax Rates by state and to enter the Overridden rates and Wage Base.
• suppress some SUTA Surcharge Calculation for some states by checking the '€˜Do not Calculate'€™ toggle

IPUTP #

This screen is used to:

• view US Tax Miscellaneous Parameters by the states that are applicable for IPRLU

IDGV#

• This screen may optionally contain specific Override rates and Wage bases by Government Registration for each Registration from the Pay Header'€™s group
• IDGV overridden amounts take precedence over the IPUTR overridden amounts

IPRLU/IPRULS #

• Each employee must be set up with the applicable Tax Methods
• Miscellaneous Tax Parameters must be set up by the states that need to be paid

UPRLU #

This process audits the US Tax Filing information and generates IPRLU Miscellaneous Tax Parameters information according to IMCT set up

IPPH #

• The Pay Header tab must specify the default Work Jurisdiction and Home Jurisdiction
• In the Pay Lines tab, the Jurisdiction field must specify the Work Jurisdiction of this pay line
• After Trial Calc or UPCALC, the Pay Amounts tab will contain all US Taxation amounts in summary that are used for the calculation of net pay
• The Pay Jurisdiction tab contains the default Work Jurisdiction and Home Jurisdiction
• After Trial Calc or UPCALC, the Pay Jurisdiction tab contains all US Taxation amounts by jurisdiction in detail

Arkansas State Tax Calculation#

AR - Arkansas

On IPUTR, there is a list of applicable taxes to be calculated for State of Arkansas:

05-000-0000-SIT-000	Arkansas State Tax
05-000-0000-ER_SUTA-000	Arkansas State Unemployment Tax

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AR – 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, the valid filing statuses are: 'S'-single, 'MJ'-married filing jointly, 'H'-head of household
LOWINCOMETAXRATES	Optional, enter 'True' or 'False'
TEXARKANARESIDENT	Optional, enter 'True' or 'False'
TOTALALLOWANCES	Optional, enter the total number of allowances

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AR – 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:

1. 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 Arkansas.
2. 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.

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AR – Trial Calc Example#

Symmetry Set Up - AR_01.jpg

IPRLU Miscellaneous Tab

AK0001	FILINGSTATUS	= S
AK0002	LOWINCOMETAXRATES	= FALSE
AK0003	TEXARKANARESIDENT	= FALSE
PC 8046	Res SIT Earn	= 1729.97
PC 6042	Res SIT	= 89.94
PC 8056	Res SSP Earn	= 899.58 x 0.07
PC 6052	Res Supp Tax	= 62.97
PC 6703 SUI ER Contr	= 2766.66 x IPUTR 05-000-0000-ER_SUTA-000 Override Tax Rate 0.107	= 296.03

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California State Tax Calculation#

CA - California On IPUTR, there is a list of applicable taxes to be calculated for State of California:

06-000-0000-SIT-000	California State Tax
06-000-0000-SSP-000	California Supplemental Tax
06-000-0000-ER_SUTA-000	California State Unemployment Tax
06-000-0000-ER_SUTA_SC-004	California Employment Training Tax
06-000-0000-SDI-000	California SDI
06-000-277593-ER_POP-000	San Francisco Payroll Expense

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CA – IPRLU Set Up#

The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers

FILINGSTATUS - Mandatory - S'-single, 'M'-married, or 'H'-head of household. REGULARALLOWANCES - Optional ADDITIONALALLOWANCES - Optional SUPPLEMENTAL - Optional, if this is blank, the Default Value from IPUTP will be used - California has two Supplemental rates: one rate for Bonuses and one rate for Commissions - if BONUS is set, the higher Supplemental rate will be used - if COMMISSION is set, the lower Supplemental rate is used e.g. for 2011, the lower rate of 0.066 will be used - to calculate Supplemental Tax at higher Rate, set up as ‘BONUS’

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CA – ER SUTA Rate#

User may bypass ER SUTA on IPUTR with ‘Do not Calculate’ or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’.

There are 2 options to set up ER SUTA Rate by State: (1) IPUTR - enter the SUTA ER Rate that is given by the Government on the Overridden Rate field - this rate is applicable for the entire company for State of California

(2) 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

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CA – Employee SDI#

- California Employee SDI will be calculated and stored in PC with Usage 6721 – SDI Tax Deduction - EE SDI Rate and Wage Base are provided by the government and stored on IPUTR - user may override this Rate and Wage Base on IPUTR, the IPUTR values are applicable to the entire company - user may enter specific overridden Rate and Wage Base on IDGV by ‘Reg Type’ = ‘US SDI Regist n’ and ‘Govt Rate Type’ = ‘US SDI EE Rate’ - User may bypass this calculation on IPUTR with ‘Do not Calculate’ or IPRLU ‘SDI EE Method’ = ‘Do not Calculate’

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CA – IPPC / PC Usages#

IPPC – Set up Pay Components by PC Usages

If user wants to calculate the following taxes for California, please set up IPPC for these PC Usages:

Usage Description 7140 State SUI CA-Employment Training Tax 7141 State SUI CA-San Francisco PR Expense Tax

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CA – Special Taxes#

- by default, the following taxes will be calculated unless IPUTR ‘Do Not Calculate’ Toggle is checked or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’

IPUTR - Employer SUTA Surcharge Tax

(1) California Employment Training Tax

(2) CA-San Francisco PR Expense Tax

- if the Tax Jurisdiction is for San Francisco, then ‘CA-San Francisco PR Expense Tax’ will be calculated and stored in Pay Component with PC Usage 7141 - if Pay Component is not defined for PC Usage 7141, this tax will not be calculated

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CA – UPCALC Example#

Work GEO: CA 06-075-277593 San Francisco, CA IPRLU FILINGSTATUS = S SUPPLEMENTAL = COMMISSION

Manually calculated Taxable Income based on Element set up: PC 1100 Regular + PC 2010 Pay In-Lieu + PC 3013 Gift Allowance (imputed income) = 3269.24 + 1000 + 21.35 = 4290.59

Less 125, 401K, 403B, 457, Simple IRA and custom benefits:etc PC 8046 Res SIT Earn = 2941.07 (note: same as PC 8005 FIT Earn) PC 8056 Res SSP Earn = 893.78 (note: same as PC 8015 FSP Earn)

PC 6045 Res SIT = 189.54 PC 6047 Res Supp Tax = 58.99 (893.78 x 0.066 = 58.99 lower rate is used)

PC 6703 SUI ER Contr = 4159.83 x IPUTR 06-000-0000-ER_SUTA-000 Overridden Rate 0.004 = 16.64 PC 6340 CA-Employment Train = 4159.83 x IPUTR 06-000-0000-ER_SUTA_SC-004 Rate 0.001 = 4.16

PC 6721 SDI EE = 4159.83 x IPUTR 06-000-0000-SDI-000 Rate 0.012 = 49.92

PC 6341 CA-San Francisco Tax = 4290.59 x IPUTR 06-000-277593-ER_POP-000 Rate 0.015 = 64.36

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Notes#

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