[{TableOfContents }] !!!DISTRICT OF COLUMBIA 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 !!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 #*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. \\ \\ ---- !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|IPRLU#MiscellaneousTab] 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 ---- ![Notes|Edit:Internal.Symmetry Set Up - DC] [{InsertPage page='Internal.Symmetry Set Up - DC' default='Click to create a new notes page'}]