Wiki: Symmetry Set Up

IOWA STATE TAX CALCULATION
Iowa State Tax Calculation
IA – IPRLU Set Up
IA – ER SUTA Rate
IN – Trial Calc Example
Notes
IA – IPPC / PC Usages
IA – Special Taxes
IA – Trial Calc Example

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 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

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
- 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 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 #

Click to create a new notes page

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 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

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