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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

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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

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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.

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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

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.

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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.

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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

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Notes#

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