[{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 !!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 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.jpg]\\ \\[IPRLU Miscellaneous|IPRLU#MiscellaneousTab] 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|Edit:Internal.Symmetry Set Up - IN] [{InsertPage page='Internal.Symmetry Set Up - IN' default='Click to create a new notes page'}]