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:
06-000-0000-SIT-000 | California State Tax |
06-000-0000-SSP-000 | California Supplemental Tax |
06-000-0000-ER_SUTA-000 | California State Unemployment Tax |
06-000-0000-ER_SUTA_SC-004 | California Employment Training Tax |
06-000-0000-SDI-000 | California SDI |
06-000-277593-ER_POP-000 | San Francisco Payroll Expense |
Miscellaneous Identifiers | Description |
---|---|
FILINGSTATUS | Mandatory S'-single, 'M'-married, or 'H'-head of household |
REGULARALLOWANCES | Optional |
ADDITIONALALLOWANCES | Optional |
SUPPLEMENTAL | Optional If this is blank, the Default Value from IPUTP will be used California has two Supplemental rates: one rate for Bonuses and one rate for Commissions If BONUS is set, the higher Supplemental rate will be used If COMMISSION is set, the lower Supplemental rate is used. e.g. for 2011, the lower rate of 0.066 will be used To calculate Supplemental Tax at higher rate, set up as ‘BONUS’ |
There are two options to set up the ER SUTA rate by state:
In order to calculate the following taxes for California, set up IPPC for these PC Usages:
Usage | Description |
---|---|
7140 State SUI | CA-Employment Training Tax |
7141 State SUI | CA-San Francisco PR Expense Tax |
By default, the following taxes will be calculated, unless IPUTR ‘Do Not Calculate’ toggle is checked or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’
IPUTR - Employer SUTA Surcharge Tax
If the Tax Jurisdiction is for San Francisco, then ‘CA-San Francisco PR Expense Tax’ will be calculated and stored in the pay component with PC Usage 7141. If the pay component is not defined for PC Usage 7141, this tax will not be calculated.
Manually calculated Taxable Income based on Element set up:
PC 1100 Regular + PC 2010 Pay In-Lieu | + PC 3013 Gift Allowance (imputed income) | |
= 3269.24 + 1000 | + 21.35 | = 4290.59 |
Less 125, 401K, 403B, 457, Simple IRA and custom benefits:etc
PC 8046 Res SIT Earn | = 2941.07 | (note: same as PC 8005 FIT Earn) |
PC 8056 Res SSP Earn | = 893.78 | (note: same as PC 8015 FSP Earn) |
PC 6045 Res SIT | = 189.54 | |
PC 6047 Res Supp Tax | = 58.99 | (893.78 x 0.066 = 58.99 lower rate is used) |
PC 6703 SUI ER Contr | = 4159.83 x IPUTR 06-000-0000-ER_SUTA-000 Overridden Rate 0.004 | = 16.64 |
PC 6340 CA-Employment Train | = 4159.83 x IPUTR 06-000-0000-ER_SUTA_SC-004 Rate 0.001 | = 4.16 |
PC 6721 SDI EE | = 4159.83 x IPUTR 06-000-0000-SDI-000 Rate 0.012 | = 49.92 |
PC 6341 CA-San Francisco Tax | = 4290.59 x IPUTR 06-000-277593-ER_POP-000 Rate 0.015 | = 64.36 |
13-000-0000-SIT-000 | Georgia State Tax |
13-000-0000-SIT-000 | Georgia State Unemployment Tax |
13-000-0000-ER_SUTA_SC-011 | Georgia Administrative Assessment Tax |
Miscellaneous Identifiers | Description |
---|---|
FILINGSTATUS | Mandatory S'-single, 'M'-married, or 'H'-head of household |
REGULARALLOWANCES | Optional |
ADDITIONALALLOWANCES | Optional |
SUPPLEMENTAL | Optional If this is blank, the Default Value from IPUTP will be used California has two Supplemental rates: one rate for Bonuses and one rate for Commissions If BONUS is set, the higher Supplemental rate will be used If COMMISSION is set, the lower Supplemental rate is used. e.g. for 2011, the lower rate of 0.066 will be used To calculate Supplemental Tax at higher rate, set up as ‘BONUS’ |
- 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
- when generating the default Identifier for FILINGSTATUS, the IPRLU State Filing Status will be used if this exists, otherwise the Federal Filing Status will be used
- if State / Federal Filing Status = ‘01’ – Single , then FILINGSTATUS = ‘A’ - if State / Federal Filing Status = ‘02’ – Married , then FILINGSTATUS = ‘C’ - if State / Federal Filing Status = ‘03’ – Head of Household, then FILINGSTATUS = ‘E’ - if State / Federal Filing Status = ‘04’ – Married – File Separate, then FILINGSTATUS = ‘D’ - if State / Federal Filing Status = ‘05’ – Married-File Jointly, then FILINGSTATUS = ‘C’ - if State / Federal Filing Status = ‘06’ – Married-1 Spouse work, then FILINGSTATUS = ‘C’ - if State / Federal Filing Status = ‘07’ – Married-2 Spouse work, then FILINGSTATUS = ‘B’
Miscellaneous Identifiers Description
ADDITIONALALLOWANCES - Optional, Additional Allowances
DEPENDENTALLOWANCES - Optional, Dependent Allowances
FILINGSTATUS - Mandatory, Filing Status, from State of Georgia Form G-4 - The filing status: 'A','B','C','D', or 'E'. A – Single B – Married Filing Jointly, both spouses working C – Married Filing Jointly, 1 spouse working D – Married Filing Separately E – Head of Household
PERSONALALLOWANCES - Optional, Personal Allowances
TOTALALLOWANCES - Optional, enter the total number of allowances
13.2 GA – ER SUTA Rate
User may bypass ER SUTA on IPUTR with ‘Do not Calculate’ or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’.
There are 2 options to set up 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 for State of Georgia
(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
13.3 GA – 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 7200 GA- Admin Assessment Tax 13.4 GA – Special Taxes
IPUTR - Employer SUTA Surcharge Tax
(1) Georgia Administrative Assessment Tax - by default, the following taxes will be calculated unless IPUTR ‘Do Not Calculate’ Toggle is checked or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’
13.5 GA – Trial Calc Example
IPRLU GA0003 FILINGSTATUS = D Married-File Separate
PC 8046 Res SIT Earn = 3315.44 PC 6042 Res SIT = 190.46
PC 8056 Res SSP Earn = 921.94 x 6 % PC 6052 Res Supp Tax = 55.32
PC 6400 GA- Admin Assessment Tax= 4420.16 x IPUTR 13-000-0000-ER_SUTA_SC-011 Tax Rate 0.0008 = 3.54
PC 6703 SUI ER Contr = 4420.16 x IPUTR 13-000-0000-ER_SUTA-000 Override Tax Rate 0.0702 = 310.30
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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