IOWA STATE TAX CALCULATION#
State Tax Calculation - General Set Up#
Please refer to the US Federal Tax Calculation document's 'General Set Up' section for all set up requirements.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 upIPPH #
- 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
Iowa State Tax Calculation#
On IPUTR, there is a list of applicable taxes to be calculated for State of Iowa:| 19-000-0000-SIT-000 | Iowa State Tax |
| 19-000-0000-ER_SUTA-000 | Iowa State Unemployment Tax |
| 19-000-0000-ER_SUTA_SC-046 | Iowa Reserve Fund |
| 19-000-0000-ER_SUTA_SC-047 | Iowa Administrative Surcharge Tax |
IA – 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 or 'M'-married. |
| TOTALALLOWANCES | Optional Enter the total number of allowances. |
IA – 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 Iowa.
- IDGV
IA – IPPC / PC Usages#
IPPC – Set up Pay Components by PC Usages| Usage | Description |
|---|---|
| 7220 | IA- Reserved Tax - Since the Tax Rate for this tax is zero, this does not need to set this up |
IA – Special Taxes#
IPUTR - Employer SUTA Surcharge Tax- Iowa Reserve Fund - The Tax Rate for the Iowa Reserve Fund is set at 0 by the government, therefore this tax is not calculated
- Iowa Administrative Surcharge Tax - The Tax Rate is set at 0 by the government, therefore this tax is not calculated
IA – Trial Calc Example#
Symmetry Set Up - IA_01.jpg
IPRLU Miscellaneous Tab
IA0001 - FILINGSTATUS = S
| PC 8046 Res SIT Earn | = 1729.97 |
| PC 6042 Res SIT | = 77.07 |
| PC 8056 Res SSP Earn | = 899.58 x 0.06 |
| PC 6052 Res Supp Tax | = 53.97 |
| PC 6703 SUI ER Contr | = 2923.08 x IPUTR 19-000-0000-ER_SUTA-000 Override Tax Rate 0.09 |
| = 263.08 | |
| PC 6721 SDI EE | = 2923.08 x IPUTR 15-000-0000-SDI-000 Tax Rate 0.00005 |
| = 0.15 |
- Iowa Reserve Fund and Iowa Administrative Surcharge Tax
- The Tax Rates are set at 0 by the government, therefore these taxes are not calculated.
