Wiki: Symmetry Set Up

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

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

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:

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.
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.

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

California State Tax Calculation#

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

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’

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

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’

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

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

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

Notes #

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