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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#

Click to create a new notes page

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