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!!!DELAWARE 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
!!Alabama State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for state of Alabama:
|01-000-0000-SIT-000|Alabama State Tax
|01-000-0000-ER_SUTA-000|Alabama State Unemployment Tax
|01-000-0000-ER_SUTA_SC-001|Alabama Employment Security Assessment
Alabama State may calculate County or City tax depending on the County and City portion of the GNIS code.
On [IDTX], after the list of Tax Jurisdictions are specified for the State of Alabama, [UPUTR] can be re-run to select Alabama and the list of Jurisdictions for Alabama in order to generate applicable Tax entries for CNTY and CITY tax.
The following entry examples are for information purposes only, the taxes are calculated based on GNIS code even if these entries do not exist on [IPUTR].
|01-087-0000-CNTY-000|Macon County Tax
|01-000-123503-CITY-000|Mountain Brook City Tax
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!AL – IPRLU Set Up
The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers.
%%information If these identifiers do not exist, [UPCALC] will generate the default entries for the identifiers.%%
||Miscellaneous Identifiers||Description
|FILINGSTATUS|Mandatory\\'S'-single, 'M'-married, 'MS'-married filing separate, 'H'-head of household, or '0' (the number zero)
|DEPENDENTS|Optional, enter the number of dependents
%%information Under the Local tab, the City and County Tax Methods must be defined in order for the local tax to be calculated.%%
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!AL – 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 ER SUTA rate by state:
#IPUTR
#*Enter the SUTA ER rate that is given by the government on Override Tax Rate field
#*This rate is applicable for the entire company for State of Alabama
#IDGV
#*If there is a specific rate given by the government for different State Registration #, then enter on [IDGV] by ‘Reg Type’; this overrides the [IPUTR] rate
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!AL – 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
|7110 State SUI|AL-Employment Security Tax
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!AL – 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
*Alabama Employment Security Assessment
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!AL – Trial Calc Example
[Symmetry Set Up - AL_01.jpg]\\ \\Work: AL 01-073-123503 Mountain Brook, Jefferson
[IPRLU] Miscellaneous Tab
||AL0001||FILINGSTATUS||= S
|PC 8046 Res SIT Earn|= 2667.70 (SIT Tax for Single FS)|= 100.80
|PC 8056 Res SSP Earn|= 719.86 x 0.05 (2010 SSP Rate from govt)|= 35.99
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|PC 6042|Res SIT|= 100.80
|PC 6052|Res SIT Sup|= 35.99
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|PC 6703 SUI ER Contr|= 3711.85 x IDGV US SUI ER Rate 0.083|= 308.08
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|PC 6310 AL-Employment Security Tax|= 3711.85 x IPUTR ER_SUTA_SC-001 Tax Rate 0.0006|= 2.23
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Jefferson County Tax:
||AL0001||FILINGSTATUS||= S
|PC 6850 Res CNTY Tax|= 2792.63 x IPUTR 01-073-0000-CNTY-000 Tax Rate 0.0045|= 12.57
|PC 6831 RCNTY Sup Tax|= 753.57 x IPUTR 01-073-0000-CNTY-000 Tax Rate 0.0045|= 3.39
For Mountain Brook, City Tax is applicable with zero rate, PC 8130 and PC 8131 are stored for RCITY Earn.
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![Notes|Edit:Internal.Symmetry Set Up - DE]
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On [IPUTR], there is a list of applicable taxes to be calculated for State of Delaware:
|10-000-0000-SIT-000|Delaware State Tax
|10-000-0000-ER_SUTA-000|Delaware State Unemployment Tax
|10-000-0000-ER_SUTA_SC-008|Delaware Training Tax
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If [UPUTR] is run with the Wilmington jurisdiction, the following entry will exist:
|10-000-214862-CITY-000 |Wilmington Earned Income Tax
|10-000-214862-ER_EHT-000|Wilmington Business License Fee - Employer
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!DE – IPRLU Set Up
The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers.
||Miscellaneous Identifiers||Description
|FILINGSTATUS|Mandatory\\'S'-single, 'M'-married, 'MS'- married but w/h at higher single rate.
|TOTALALLOWANCES|Optional
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!DE – 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 ER SUTA rate by state:
#IPUTR
#*Enter the SUTA ER rate that is given by the government on Override Tax Rate field
#*This rate is applicable for the entire company for State of Delaware
#IDGV
#*If there is a specific rate given by the government for different State Registration #, then enter on [IDGV] by ‘Reg Type’; this overrides the [IPUTR] rate
10.3 DE – IPPC / PC Usages
IPPC – Set up Pay Components by PC Usages
If user wants to calculate the following taxes, please set up IPPC for these PC Usages:
Usage Description
7180 State DE – Training Tax
7181 State DE – Wilmington Business License Fee
10.4 DE – Special Taxes
IPUTR - Employer SUTA Surcharge Tax
(1) Delaware Training Tax
- by default, the following tax will be calculated unless IPUTR ‘Do Not Calculate’ Toggle is checked or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’
(2) Wilmington Earned Income Tax
10-000-214862-CITY-000 Wilmington Earned Income Tax
10-000-214862-ER_EHT-000 Wilmington Business License Fee - Employer
- if the Tax Jurisdiction is for Wilmington, then these taxes will be calculated
- Wilmington Earned Income Tax will be stored with CITY Taxes PC usages
- Wilmington Business License Fee will be stored with PC Usage 7181
10.5 DE – Trial Calc Example
Work GEO: DE 10-003-214862 Wilmington
IPRLU
DE0001 FILINGSTATUS = S
DE0002 TOTALALLOWANCES = 0
PC 8046 Res SIT Earn = 3176.26
PC 8056 Res SSP Earn = 1855.79
PC 6042 Res SIT = 164.89
PC 6052 Res SIT Sup = 128.98 DE has no State Supplemental Tax Rate
- CURRENTAGGREGATION Method is automatically used
PC 6703 SUI ER Contr = 5423.08 x IPUTR 10-000-0000-ER_SUTA-000 Overridden Rate 0.0835
= 452.83
PC 6380DE Training Tax = 5423.08 x IPUTR 10-000-0000-ER_SUTA_SC-008 Rate .00015
= 8.13
PC 6381 DE Wilmington Head Tax = 10.00 (from IPUTR 10-000-214862-ER_EHT-000 Rate: 10)
- if MTD of this PC Usage > 0, then this PC will not be taken