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 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
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
IN – Trial Calc Example#
Symmetry Set Up - IA_01.jpg
- Work GEO
- 18-097-452890 Indianapolis, Marion County
- 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#
Click to create a new notes page18 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
