Table of Contents

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-000Hawaii State Tax
15-000-0000-ER_SUTA-000Hawaii State Unemployment Tax
15-000-0000-ER_SUTA_SC-012Hawaii Employment And Training Tax
15-000-0000-SDI-000Hawaii 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 IdentifiersDescription
FILINGSTATUSMandatory
The valid filing statuses are:'S'-single, 'M'-married, 'MH'-married but w/h at higher single rate, or 'D'-certified disabled person.
TOTALALLOWANCESOptional
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:

  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 within the State of Hawaii.
  2. 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:
UsageDescription
7210HI- Employment Training Tax

HI – Special Taxes#

IPUTR - Employer SUTA Surcharge Tax
  1. 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’.
  2. 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#

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-000Idaho State Tax
16-000-0000-ER_SUTA-000Idaho State Unemployment Tax
16-000-0000-ER_SUTA_SC-013Idaho Administrative Reserve
16-000-0000-ER_SUTA_SC-049Idaho 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 IdentifiersDescription
FILINGSTATUSMandatory
The valid filing statuses are:'S'-single, 'M'-married, or 'MH'-married but w/h at higher single rate.
TOTALALLOWANCESOptional
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:

  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 within the State of Idaho.
  2. 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
  1. 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’.
  2. 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
UsageDescription
7230ID-Admin Reserve Tax
7231ID-Workforce Development Fund

IPUTR – ID Special Taxes

  1. Idaho Administrative Reserve - The rate is assigned by the state to the employer, the rate needs to be entered on the Override Tax Rate.
  2. 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 make sure the state tax is not rounded, enter 'NO' to STATE_ROUNDING as the default setting for Idaho is to round.
  • 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

This particular version was published on 26-Nov-2021 10:22 by jmyers.Top