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!!!INDIANA 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
!!Indiana State Tax Calculation
|18-000-0000-SIT-000|Indiana State Tax
|18-000-0000-ER_SUTA-000|Indiana State Unemployment Tax
If [UPUTR] is run with list of Jurisdictions, then the following entries may exist:
|18-057-0000-CNTY-000|Hamilton County Tax|Showing County Tax Rate
|18-141-0000-CNTY-000|Saint Joseph County Tax|Showing County Tax Rate
|18-011-0000-CNTY-000|Boone County Tax|Showing County Tax Rate
|18-097-0000-CNTY-000|Marion County Tax|Showing County Tax Rate, etc
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!IN – 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
|DEPENDENTEXEMPTIONS|Optional\\Enter the total number of dependent exemptions.
|PERSONALEXEMPTIONS|Optional\\Enter the total number of personal exemptions.
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!IN – 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 Indiana.
#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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!IN – Trial Calc Example
[Symmetry Set Up - IA_01.jpg]\\ \\
;Work GEO: 18-097-452890 Indianapolis, Marion County
[IPRLU Miscellaneous|IPRLU#MiscellaneousTab] Tab
;DEPENDENTEXEMPTIONS:= 0
;PERSONALEXEMPTIONS:= 0
|PC 8046 Res SIT Earn|= 2183.31
|PC 6042 Res SIT|= 2183.31 x 3.4% = 74.23
|PC 8056 Res SSP Earn|= 908.25
|PC 6052 Res Supp Tax|= 908.25 x 3.4% = 30.88
| |
|PC 6703 SUI ER Contr|= 3241.80 x IPUTR 18-000-0000-ER_SUTA-000 Override Tax Rate 0.095
| | = 307.97
|PC 8110 RCNTY Earn|= 2183.31
|PC 6831 Res CNTY Tax|= 2183.31 x 0.0162 = 35.37
|PC 8111 RCNTY SupEarn|= 908.25
|PC 6850 Res CNTY Sup Tax|= 908.25 x 0.0162 = 14.71
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![Notes|Edit:Internal.Symmetry Set Up - IA]
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18 IA – Iowa
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
18.1 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
18.2 IA – 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 Iowa
(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
18.3 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, user does not need
to set this up
18.4 IA – Special Taxes
IPUTR - Employer SUTA Surcharge Tax
(1) Iowa Reserve Fund
- the Tax Rate for the Iowa Reserve Fund is set at 0 by the government, therefore this tax is not calculated
(2) Iowa Administrative Surcharge Tax
- the Tax Rate is set at 0 by the government, therefore this tax is not calculated
18.5 IA – Trial Calc Example
IPRLU
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