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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:

IPUTP #

This screen is used to:

IDGV#

IPRLU/IPRULS #

UPRLU #

This process audits the US Tax Filing information and generates IPRLU Miscellaneous Tax Parameters information according to IMCT set up

IPPH #

Georgia State Tax Calculation#

On IPUTR, there is a list of applicable taxes to be calculated for State of Georgia:
13-000-0000-SIT-000Georgia State Tax
13-000-0000-SIT-000Georgia State Unemployment Tax
13-000-0000-ER_SUTA_SC-011Georgia Administrative Assessment Tax



GA – IPRLU Set Up#

The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers
Miscellaneous IdentifiersDescription
ADDITIONALALLOWANCESOptional
Additional Allowances
DEPENDENTALLOWANCESOptional
Dependent Allowances
FILINGSTATUSMandatory
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
PERSONALALLOWANCESOptional
Personal Allowances
TOTALALLOWANCESOptional
Enter the total number of allowances



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:

  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 State of Georgia.
  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.



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:
UsageDescription
7200GA- Admin Assessment Tax



GA – Special Taxes#

IPUTR - Employer SUTA Surcharge Tax




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

Notes#

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Hawaii State Tax Calculation#

On IPUTR, there is a list of applicable taxes to be calculated for State of Hawaii:
15-000-0000-SIT-000Hawaii State Tax
15-000-0000-ER_SUTA-000Hawaii State Unemployment Tax
15-000-0000-ER_SUTA_SC-012Hawaii Employment And Training Tax
15-000-0000-SDI-000Hawaii SDI / TDI


HI – IPRLU Set Up#

The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers
Miscellaneous IdentifiersDescription
FILINGSTATUSMandatory
The valid filing statuses are:'S'-single, 'M'-married, 'MH'-married but w/h at higher single rate, or 'D'-certified disabled person.
TOTALALLOWANCESOptional
Enter the total number of allowances


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:

  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 State of Hawaii.
  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.



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:
UsageDescription
7210HI- Employment Training Tax


HI – Special Taxes#

IPUTR - Employer SUTA Surcharge Tax
  1. 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’.
  2. 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’.


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