Symmetry Set Up - DC

Table of Contents

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 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-000District of Columbia Tax
11-000-0000-ER_SUTA-000District of Columbia State Unemployment Tax
11-000-0000-ER_SUTA_SC-009DC Administrative Funding Tax
11-000-0000-ER_SUTA_SC-010DC Solvency Tax


DC – IPRLU Set Up#

The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers
Miscellaneous IdentifiersDescription
FILINGSTATUSMandatory
‘S'-single, 'MJ'-married filing jointly, 'MS'-married filing separately, or 'H'-head of household
TOTALALLOWANCESOptional
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:

  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 District of Columbia.
  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.


DC – Special Taxes#

IPPC – Set up Pay Components for these PC Usages
UsageDescription
7170DC-Admin Funding Tax
7171DC-Solvency Tax


IPUTR – DC Special Taxes
  1. DC Administrative Funding Tax - The tax rate for DC Administrative Funding Tax is set at 0.002 by the government.
  2. DC Solvency Tax- The tax rate is set at 0 by the government, therefore this tax is not calculated.


DC – IPUTP Sup Pay Method#



DC – UPCALC Example#

Symmetry Set Up - DC_01.jpg(info)

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

Notes#

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