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!!!INDIANA 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
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!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
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!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.
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!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.
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!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.
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!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
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![Notes|Edit:Internal.Symmetry Set Up - IN]
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!!Indiana State Tax Calculation
|18-000-0000-SIT-000|Indiana State Tax
|18-000-0000-ER_SUTA-000|Indiana State Unemployment Tax
If [UPUTR] is run with list of Jurisdictions, then the following entries may exist:
|18-057-0000-CNTY-000|Hamilton County Tax|Showing County Tax Rate
|18-141-0000-CNTY-000|Saint Joseph County Tax|Showing County Tax Rate
|18-011-0000-CNTY-000|Boone County Tax|Showing County Tax Rate
|18-097-0000-CNTY-000|Marion County Tax|Showing County Tax Rate, etc
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!IN – 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
|DEPENDENTEXEMPTIONS|Optional\\Enter the total number of dependent exemptions.
|PERSONALEXEMPTIONS|Optional\\Enter the total number of personal exemptions.
17.2 IN – 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 Indiana
(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
17.3 IN – Trial Calc Example
Work GEO: 18-097-452890 Indianapolis, Marion County
IPRLU
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