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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:

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.

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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

Usage	Description
7230	ID-Admin Reserve Tax
7231	ID-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.

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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 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#

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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

17.1 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