[{TableOfContents }]
!!!IDAHO 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
!!Hawaii State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Hawaii:
|15-000-0000-SIT-000|Hawaii State Tax
|15-000-0000-ER_SUTA-000|Hawaii State Unemployment Tax
|15-000-0000-ER_SUTA_SC-012|Hawaii Employment And Training Tax
|15-000-0000-SDI-000|Hawaii SDI / TDI
\\
----
!HI – 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, 'M'-married, 'MH'-married but w/h at higher single rate, or 'D'-certified disabled person.
|TOTALALLOWANCES|Optional\\Enter the total number of allowances
\\
----
!HI – 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 Hawaii.
#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.
\\ \\
----
!HI – IPPC / PC Usages
[IPPC] – Set up Pay Components by PC Usages
In order to to calculate the following taxes, set up [IPPC] for these PC Usages:
||Usage||Description
|7210|HI- Employment Training Tax
\\
----
!HI – Special Taxes
[IPUTR] - Employer SUTA Surcharge Tax
#Hawaii Employment And Training Tax - By default, the following tax will be calculated unless the [IPUTR] ‘Do Not Calculate’ toggle is checked or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’.
#Hawaii SDI/TDI - By default, the following tax will be calculated unless the [IPUTR] ‘Do Not Calculate’ toggle is checked or IPRLU ‘SDI EE Method’ = ‘Do not Calculate’.
\\
----
!HI – Trial Calc Example
[Symmetry Set Up - HI_01.jpg]
;IPRLU:HI0001 FILINGSTATUS = S
|PC 8046 Res SIT Earn|= 1729.97
|PC 6042 Res SIT|= 114.44
| |
|PC 8056 Res SSP Earn|= 899.58
|PC 6052 Res Supp Tax|= 71.07
| |
|PC 6410 HI- Employment Training Tax|= 2923.08 x IPUTR 15-000-0000-ER_SUTA_SC-012 Tax Rate 0.0001
| |= 0.29
| |
|PC 6703 SUI ER Contr|= 2923.08 x IPUTR 15-000-0000-ER_SUTA-000 Override Tax Rate 0.054
| |= 157.85
| |
|PC 6721 SDI EE|= 2923.08 x IPUTR 15-000-0000-SDI-000 Tax Rate 0.00005
| |= 0.15
----
![Notes|Edit:Internal.Symmetry Set Up - ID]
[{InsertPage page='Internal.Symmetry Set Up - ID' default='Click to create a new notes page'}]
!!Idaho State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Hawaii:
|16-000-0000-SIT-000|Idaho State Tax
|16-000-0000-ER_SUTA-000|Idaho State Unemployment Tax
|16-000-0000-ER_SUTA_SC-013|Idaho Administrative Reserve
|16-000-0000-ER_SUTA_SC-049|Idaho Workforce Development
\\
----
!ID – 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, 'M'-married, or 'MH'-married but w/h at higher single rate.
|TOTALALLOWANCES|Optional\\Enter the total number of allowances
\\ \\
----
!ID – 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 Idaho.
#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.
\\
----
!ID – Special Taxes
[IPUTR] - Employer SUTA Surcharge Tax
#Hawaii Employment And Training Tax - By default, the following tax will be calculated unless the [IPUTR] ‘Do Not Calculate’ toggle is checked or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’.
#Hawaii SDI/TDI - By default, the following tax will be calculated unless the [IPUTR] ‘Do Not Calculate’ toggle is checked or IPRLU ‘SDI EE Method’ = ‘Do not Calculate’.
[IPPC] – Set up Pay Components for these PC Usages
||Usage||Description
|7230|ID-Admin Reserve Tax
|7231|ID-Workforce Development Fund
[IPUTR] – ID Special Taxes
#Idaho Administrative Reserve - The rate is assigned by the state to the employer, the rate needs to be entered on the Override Tax Rate.
#Idaho Workforce Development - The rate is assigned by the state to the employer, the rate needs to be entered on the Override Tax Rate.
\\ \\
----
!ID – IPUTP STATE_ROUNDING
*In order to NOT have the state tax roundded, enter 'NO' to STATE_ROUNDING. the default for Idaho is Round
- however, the State Tax results show that the State Tax is always rounded regardless of this setting, therefore the State of Idaho requires the State Tax to be rounded
!ID – UPCALC Example
IPRLU MISCELLANEOUS Tab
FILINGSTATUS = S
TOTALALLOWANCES = 0
PC 8046 Res SIT Earn = 3004.25
PC 6045 Res SIT = 216.00, regardless of IPUTP STATE_ROUNDING = DEFAULT or NO
PC 8056 Res SSP Earn = 918.95
PC 6052 Res Supp Tax = 72.00, regardless of IPUTP STATE_ROUNDING = DEFAULT or NO
PC 6703 SUI ER Contr = 4097.06 x IPUTR 16-000-0000-ER_SUTA-000 Override Tax Rate 0.068000
= 278.60
PC 6430 ID-Admin Reserve Tax = 4097.06 x IPUTR 16-000-0000-ER_SUTA_SC-013 Override Tax Rate .011
= 45.07
PC 6431 ID-Workforce Fund = 4097.06 x IPUTR 16-000-0000-ER_SUTA_SC-049 Override Tax Rate .022
= 90.14