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!!!HAWAII 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
!!Georgia State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Georgia:
|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
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!GA – 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.
*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 – 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
\\ \\
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!GA – 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:
#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 State of Georgia.
#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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!GA – IPPC / PC Usages
[IPPC] – Set up Pay Components by PC Usages
In order to to calculate the following taxes, set up [IPPC] for these PC Usages:
||Usage||Description
|7200|GA- Admin Assessment Tax
\\ \\
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!GA – Special Taxes
[IPUTR] - Employer SUTA Surcharge Tax
*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’
\\ \\
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!GA – Trial Calc Example
[Symmetry Set Up - GA_01.jpg]
;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
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![Notes|Edit:Internal.Symmetry Set Up - HI]
[{InsertPage page='Internal.Symmetry Set Up - HI' default='Click to create a new notes page'}]
!!Hawaii State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Hawaii:
|15-000-0000-SIT-000|Hawaii State Tax
|15-000-0000-ER_SUTA-000|Hawaii State Unemployment Tax
|15-000-0000-ER_SUTA_SC-012|Hawaii Employment And Training Tax
|15-000-0000-SDI-000|Hawaii SDI / TDI
\\
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!HI – 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\\The valid filing statuses are:'S'-single, 'M'-married, 'MH'-married but w/h at higher single rate, or 'D'-certified disabled person.
|TOTALALLOWANCES|Optional\\Enter the total number of allowances
\\
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!HI – 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:
#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 State of Hawaii.
#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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!HI – IPPC / PC Usages
[IPPC] – Set up Pay Components by PC Usages
In order to to calculate the following taxes, set up [IPPC] for these PC Usages:
||Usage||Description
|7210|HI- Employment Training Tax
\\
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!HI – Special Taxes
[IPUTR] - Employer SUTA Surcharge Tax
#Hawaii Employment And Training Tax - By default, the following tax will be calculated unless the [IPUTR] ‘Do Not Calculate’ toggle is checked or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’.
#Hawaii SDI/TDI - By default, the following tax will be calculated unless the [IPUTR] ‘Do Not Calculate’ toggle is checked or IPRLU ‘SDI EE Method’ = ‘Do not Calculate’.
\\
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!HI – Trial Calc Example
IPRLU
HI0001 FILINGSTATUS = S
PC 8046 Res SIT Earn = 1729.97
PC 6042 Res SIT = 114.44
PC 8056 Res SSP Earn = 899.58
PC 6052 Res Supp Tax = 71.07
PC 6410 HI- Employment Training Tax= 2923.08 x IPUTR 15-000-0000-ER_SUTA_SC-012 Tax Rate 0.0001
= 0.29
PC 6703 SUI ER Contr = 2923.08 x IPUTR 15-000-0000-ER_SUTA-000 Override Tax Rate 0.054
= 157.85
PC 6721 SDI EE = 2923.08 x IPUTR 15-000-0000-SDI-000 Tax Rate 0.00005
= 0.15