[{TableOfContents }] !!!CONNETICUT 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 !!Arizona State Tax Calculation On [IPUTR], there is a list of applicable taxes to be calculated for State of Arizona: |04-000-0000-SIT-000|Arizona State Tax |04-000-0000-ER_SUTA-000|Arizona State Unemployment Tax |04-000-0000-ER_SUTA_SC-003|Arizona Job Training Tax |04-000-0000-ER_SUTA_SC-051|Arizona Special Assessment Tax \\ \\ ---- !AZ – IPUTP Set Up On [IPUTP],the Default Value needs to be provided to be used for PERCENTSTATE. This Default Value will be used by [UPRLU] to populate the default value on the [IPRLU Miscellaneous|IPRLU#MiscellaneousTab] tab, otherwise, the PERCENTSTATE will need to be manually entered on the [IPRLU Miscellaneous|IPRLU#MiscellaneousTab] tab. \\ \\ ---- !AZ – IPRLU Set Up The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers: ||Miscellaneous Identifiers||Description |PERCENTSTATE|Mandatory\\The percentage of state tax to withhold\\Must be one of these values: 0, 1.3,.1.8, 2.7, 3.6, 4.2, 5.1 %%warning Important: If [IPRLU] PERCENTSTATE is not set up, Arizona State Tax will not be calculated.%% \\ \\ ---- !AZ – 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 Arizona. #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. \\ \\ ---- !AZ – IPPC / PC Usages [IPPC] – Set up Pay Components by PC Usages In order to calculate the following taxes, please set up [IPPC] for these PC Usages: ||Usage||Description |7130 State SUI|AZ-Job Training Tax |7131 State SUI|AZ-Special Assessment Tax \\ \\ ---- !AZ – Special Taxes By default, the following taxes will be calculated unless the [IPUTR] ‘Do Not Calculate’ toggle is checked or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’ [IPUTR] - Employer SUTA Surcharge Tax #Arizona Job Training Tax #Arizona Special Assessment Tax \\ \\ ---- !AZ – Trial Calc Example [Symmetry Set Up - AZ_01.jpg]\\ \\[IPRLU] Miscellaneous\\ \\AZ0001 PERCENTSTATE = 1.8 |PC 8046 Res SIT Earn|= 1680.55 x 1.8 %|= 30.25 |PC 6045 Res SIT|= 30.25| | | | |PC 8056 Res SSP Earn|= 873.88| |PC 6047 Res Supp Tax|= 22.33| | | | |PC 6703 SUI ER Contr|= 2766.66 x IPUTR 04-000-0000-ER_SUTA-000 Override Tax Rate 0.06 (or further override by [IDGV] US SUI ER Rate 0.06)|= 166.00 | | | |PC 6330 AZ-Job Training Tax|= 2766.66 x IPUTR ER_SUTA_SC-003 Tax Rate 0.001|= 2.77 |PC 6331 AZ-Assessment Tax|= 2766.66 x IPUTR ER_SUTA_SC-051 Tax Rate 0.004|= 11.07 ---- ![Notes|Edit:Internal.Symmetry Set Up - CT] [{InsertPage page='Internal.Symmetry Set Up - CT' default='Click to create a new notes page'}] CT - Connecticut On IPUTR, there is a list of applicable taxes to be calculated for State of Connecticut: |09-000-0000-SIT-000|Connecticut State Tax |09-000-0000-ER_SUTA-000|Connecticut State Unemployment Tax !CT – IPRLU Set Up The Miscellaneous Tax parameters must be set up for the following Miscellaneous Identifiers: ||Miscellaneous Identifiers||Description |WITHHOLDINGCODE|Mandatory, must enter the withholding code: 'A','B','C','D','E',or 'F'. %%information If these identifiers do not exist, [UPCALC] will generate the default entries for the identifiers.%% \\ \\ ---- !CT – 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 Connecticut. #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. \\ \\ ---- !CT – Trial Calc Example ;Work GEO:09-001-205720 Bridgeport, CT ;IPRLU:WITHHOLDINGCODE = A PC 8046 Res SIT Earn = 2183.31 PC 8056 Res SSP Earn = 908.25 PC 6042 Res SIT = 101.47 PC 6052 Res Supp Tax = 45.41 Total = 146.88 (if compared to Vertex result, Vertex showed Total SIT of 146.88) PC 6703 SUI ER Contr = 3403.85 x IPUTR 09-000-0000-ER_SUTA-000 Override Tax Rate 0.068 = 231.46