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#
| 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
