[{TableOfContents }] !!!INDIANA STATE TAX CALCULATION Symmetry General State Tax Calculation Set Up [Symmetry General State Tax Calculation Set Up|Symmetry General State Tax Calculation Set Up#StateTaxCalculationGeneralSetUp] !!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 \\ ---- !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. \\ \\ ---- !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. \\ \\ ---- !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 ---- ![Notes|Edit:Internal.Symmetry Set Up - IA] [{InsertPage page='Internal.Symmetry Set Up - IA' default='Click to create a new notes page'}] 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