Wiki: Symmetry Set Up

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

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

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.

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

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’

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 #

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

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

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.

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

HI – Special Taxes#