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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. 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

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:

1. 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
2. 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
PC 6042	Res SIT	= 100.80
PC 6052	Res SIT Sup	= 35.99
PC 6703 SUI ER Contr	= 3711.85 x IDGV US SUI ER Rate 0.083	= 308.08
PC 6310 AL-Employment Security Tax	= 3711.85 x IPUTR ER_SUTA_SC-001 Tax Rate 0.0006	= 2.23

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#

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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

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:

1. 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
2. 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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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