DISTRICT OF COLUMBIA TAX CALCULATION#
State Tax Calculation - General Set Up#
Please refer to the US Federal Tax Calculation document's 'General Set Up' section for all set up requirements.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 upIPPH #
- 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
District of Columbia Tax Calculation#
On IPUTR, there is a list of applicable taxes to be calculated for the District of Columbia:| 11-000-0000-SIT-000 | District of Columbia Tax |
| 11-000-0000-ER_SUTA-000 | District of Columbia State Unemployment Tax |
| 11-000-0000-ER_SUTA_SC-009 | DC Administrative Funding Tax |
| 11-000-0000-ER_SUTA_SC-010 | DC Solvency Tax |
DC – IPRLU Set Up#
The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers| Miscellaneous Identifiers | Description |
|---|---|
| FILINGSTATUS | Mandatory ‘S'-single, 'MJ'-married filing jointly, 'MS'-married filing separately, or 'H'-head of household |
| TOTALALLOWANCES | Optional Enter the total number of allowances |
DC – 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 District of Columbia.
- IDGV
DC – Special Taxes#
IPPC – Set up Pay Components for these PC Usages| Usage | Description |
|---|---|
| 7170 | DC-Admin Funding Tax |
| 7171 | DC-Solvency Tax |
IPUTR – DC Special Taxes
- DC Administrative Funding Tax - The tax rate for DC Administrative Funding Tax is set at 0.002 by the government.
- DC Solvency Tax- The tax rate is set at 0 by the government, therefore this tax is not calculated.
DC – IPUTP Sup Pay Method#
- Verify both Supplemental Pay Methods with Default Value = ‘CURRAGG’. DC does not have a flat withholding percent for supplemental pays, therefore, ‘CURRAGG’ should be used
- In order to make sure the state tax is not rounded, enter 'NO' to STATE_ROUNDING as the default setting for DC is to round.
DC – UPCALC Example#
Symmetry Set Up - DC_01.jpg
IPRLU Miscellaneous Tab
FILINGSTATUS = S
TOTALALLOWANCES = 0
| PC 8046 Res SIT Earn | = 3004.25 |
| PC 6045 Res SIT | = 203.05, if IPUTP STATE_ROUNDING = DEFAULT, then this = 203.00 |
| PC 8056 Res SSP Earn | = 918.95 |
| PC 6052 Res Supp Tax | = 78.11, if IPUTP STATE_ROUNDING = DEFAULT, then this = 78.00 |
| PC 6703 SUI ER Contr | = 4269.23 x IPUTR 11-000-0000-ER_SUTA-000 Override Tax Rate 0.072 |
| = 307.38 | |
| PC 6370 DC-Admin Funding Tax | = 4269.23 x IPUTR 11-000-0000-ER_SUTA_SC-009 Tax Rate 0.002000 |
| = 8.54 |
