Table of Contents
- IDAHO STATE TAX CALCULATION
- State Tax Calculation - General Set Up
- IPUTR
- IPUTP
- IDGV
- IPRLU/IPRULS
- UPRLU
- IPPH
- Idaho State Tax Calculation
- ID – IPRLU Set Up
- ID – ER SUTA Rate
- ID – Special Taxes
- ID – IPUTP STATE_ROUNDING
- ID – UPCALC Example
- Notes
- Illinois State Tax Calculation
- IL – IPRLU Set Up
- IL – ER SUTA Rate
- IL – Trial Calc Example
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 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
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
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’.
| 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 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#
Symmetry Set Up - ID_01.jpgIPRLU 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 |
Notes#
Click to create a new notes pageIllinois State Tax Calculation#
On IPUTR, there is a list of applicable taxes to be calculated for State of Illinois:| 17-000-0000-SIT-000 | Illinois State Tax |
| 17-000-0000-ER_SUTA-000 | Illinois State Unemployment Tax |
If UPUTR is run with Chicago Jurisdiction, then the following entry will exist:
| 17-000-423587-ER_EHT-000 | Chicago - Employer Expense Tax |
IL – 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 ADDITIONALALLOWANCES - Optional, enter the total number of additional allowances BASICALLOWANCES - Optional, enter the total number of basic allowances
IL – 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 Illinois
(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
IL – Trial Calc Example#
Symmetry Set Up - IL_01.jpg
Work GEO: IL 17-031-423587 Chicago, Illinois
IPRLU IL0001 ADDITIONALALLOWANCES = 0 IL0002 BASICALLOWANCES = 0
PC 8046 Res SIT Earn = 2183.31 PC 6042 Res SIT = 109.17
PC 8056 Res SSP Earn = 908.25 x 0.05 PC 6052 Res Supp Tax = 45.41
PC 6703 SUI ER Contr = 3241.80 x IPUTR 17-000-0000-ER_SUTA-000 Override Tax Rate 0.0725 = 235.03
PC 6930 RCITY ER Head Tax = 4.00 This is the Monthly Chicago Employer’s Expense Tax, $4.00 per employee per month as of 2011.
