Table of Contents

KANSAS STATE TAX CALCULATION#

State Tax Calculation - General Set Up#

Please refer to the US Federal Tax Calculation document's 'General Set Up' section for all set up requirements.

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

Kansas State Tax Calculation#

On IPUTR, there is a list of applicable taxes to be calculated for State of Kansas:
20-000-0000-SIT-000Kansas State Tax
20-000-0000-ER_SUTA-000Kansas State Unemployment Tax

KS – 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 IdentifiersDescription
FILINGSTATUSMandatory
The valid filing statuses are:'S'-single, 'M'-married, or 'MH'-married but w/h at higher single rate.
TOTALALLOWANCESOptional
Enter the total number of allowances.


KS – 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 Kansas.
  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.


KS – Trial Calc Example#

Symmetry Set Up - KS_01.jpg

IPRLU Miscellaneous Tab
KS0001 - FILINGSTATUS = S

PC 8046 Res SIT Earn= 1729.97
PC 6042 Res SIT= 86.00
PC 8056 Res SSP Earn= 899.58 x 0.05
PC 6052 Res Supp Tax= 45.00
PC 6703 SUI ER Contr= 2766.66 x IPUTR 20-000-0000-ER_SUTA-000 Override Tax Rate 0.074
= 204.73

Notes#

Click to create a new notes page

Kentucky State Tax Calculation#

On IPUTR, there is a list of applicable taxes to be calculated for State of Kentucky:
21-000-0000-SIT-000Kentucky State Tax
21-000-0000-ER_SUTA-000Kentucky State Unemployment Tax

If UPUTR is run with list of jurisdictions, the following entries may exist:

21-000-491570-OLF-000Edmonton – OLFShowing City Tax Rate
21-000-493339-OLF-000Greensburg - OLFShowing City Tax Rate
21-015-0000-OLF-000Boone County - OLFShowing County Tax Rate
21-015-0000-MHT-000Boone County - MHTShowing County Mental Health Tax Rate
21-015-0000-OLTS-000Boone County - OLTSShowing County Tax School Rate, etc

KY – IPRLU Set Up#

For State of Kentucky, an employee may be subject to the following five types of taxes:
  1. Occupational License Fee (OLF)
  2. Occupational License Fee for Schools (OLTS)
  3. Mental Health Tax (MHT)
  4. Senior Citizen Tax (this tax is calculated together with Mental Health Tax)
  5. Transit Tax (this tax is calculated together with OLF Tax)

Kentucky Occupational License Fee (OLF) and Occupational License Fee for Schools (OLTS) are treated as COUNTY / CITY and SCHOOL District Tax. The IPRLU Local Tab must be set up for an employee for the following tax methods:

County Tax Method01 – Normal Method
City Tax Method01 – Normal Method
School Tax Method01 – Use Default School

The other tax types such as Mental Health Tax, Senior Citizen Tax and Transit Tax are calculated by the GNIS code,therefore, there is no set up required.

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 IdentifiersDescription
TOTALALLOWANCESOptionalEnter the total number of allowances
LOC_COURTESY_KY_OLTSOptionalKentucky OLTS Local Courtesy Option


KY – 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 Kentucky.
  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.


KY – IPPC / PC Usages#

IPPC – Set up Pay Components by PC Usages

In order to calculate the following taxes, please set up IPPC for these PC Usages:

UsageDescription
7271KY- Mental Health and Senior Citizen Tax
7272KY- Senior Citizen Tax (this usage is not used)

Kentucky Senior Citizen Tax is calculated together with Mental Health Tax
7273KY- Transit Tax (this usage is not used)

Kentucky Transit Tax is calculated together with OLF City / County Tax

Kentucky Occupational License Fee (OLF) and Occupational License Fee for Schools (OLTS) are treated as COUNTY / CITY and SCHOOL District tax and thus will be stored as County / City / School District taxes. Pay Components must be defined for at County, City and School District Levels.

KY – OLF and OLTS#

Kentucky Cities and Counties may charge resident and nonresident employees an Occupational License Fee (OLF). It is possible for an employee to be subject to both a City OLF and one or more County OLF.

In addition to the OLF, some counties levy a Mental Health tax, a Senior Citizen tax, an Educational School tax, or a Transportation tax.

For Example: GEO: 21-015-492266 Florence is for County 21-015 Boone County, for City 492266 Florence

On IPUTR, there are three entries for County 21-015 Boone County, therefore these three taxes will be calculated.

21-015-0000-OLF-000Boone County - OLFShowing County Tax Rate
21-015-0000-MHT-000Boone County - MHTShowing County Mental Health Tax Rate
21-015-0000-OLTS-000Boone County - OLTSShowing County Tax School Rate
  • The OLF are defined with ’21-015’ County Level and this will be calculated and stored as County Tax.
  • The OLFS are defined with ’21-015’ County Level and this will be calculated and stored as School District Tax.
  • MHT will be calculated and stored with PC Usage 7271 - KY- Mental Health and Senior Citizen Tax.
School District Tax are calculated automatically according to the GNIS Code, there is no need to set up IDSD School District code for Kentucky, and therefore IDTX Jurisdiction entries for Kentucky also do not require to set up by School.

On IPUTR, there is one entry for City 21-000-492266 Florence, therefore this tax will be calculated.
  • The OLF are defined with ’21-000-492266’ City Level and this will be calculated and stored as City Tax.


KY – UPCALC – Symmetry Result#

Symmetry Set Up - KY_01.jpg(info)

IPRLU Miscellaneous Tab
KS0001 TOTALALLOWANCES = 0

PC 8046 Res SIT Earn= 3095.73
PC 8056 Res SSP Earn= 919.87
PC 6042 Res SIT= 167.73
PC 6052 Res Supp Tax= 919.87 x 0.06 = 55.19
PC 6703 SUI ER Contr= 4365.39 x IPUTR 21-000-0000-ER_SUTA-000 Override Tax Rate 0.10
= 436.54
PC 8110 RCNTY Earn= 3365.39
PC 8111 RCNTY SupEarn= 1000.00
PC 6831 Res CNTY Tax= 3365.39 x IPUTR 21-015-0000-OLF-000 Boone OLF Rate 0.008 = 26.92
PC 6850 Res CNTY Sup Tax= 1000.00 x IPUTR 21-015-0000-OLF-000 Boone OLF Rate 0.008 = 8.00
PC 8130 RCITY Earn= 3365.39
PC 8131 RCITY SupEarn= 1000.00
PC 6951 Res CITY Reg Tax= 3365.39 x IPUTR 21-000-492266-OLF-000 Florence Rate 0.020000= 67.31
PC 6953 Res CITY Sup Tax= 1000.00 x IPUTR 21-000-492266-OLF-000 Florence Rate 0.020000= 20.00
PC 8132 RCITY Schl Reg Earn= 3365.39
PC 8135 RCITY Schl Sup Earn= 1000.00
PC 6954 RCITY Schl Reg Tax= 3365.39 x IPUTR 21-015-0000-OLTS-000 Boone Rate 0.005000 = 16.83
PC 6955 RCITY Schol Sup Tax= 1000.00 x IPUTR 21-015-0000-OLTS-000 Boone Rate 0.005000 = 5.00
PC 6471 KY-Mental Health Tax= 4365.39 x IPUTR 21-015-0000-MHT-000 Tax Rate 0.001500 = 6.55


KY – UPCALC – Vertex Result#

Symmetry Set Up - KY_01.jpg(info)

For Vertex Users, IDSD must be set up with Kentucky School District codes. The IPPH Pay Header tab School District must be entered for Kentucky: 000002, Boone County SD

PC 8045 Work SIT Earn = 3095.73 - same as STE PC 8046 Res SIT Earn PC 8055 Work SSP Earn = 919.87 - same as STE PC 8056 Res SSP Earn PC 6040 Work SIT = 222.92 - same as STE PC 6042 + PC 6052 =167.73 + 55.19 = 222.92 PC 6703 SUI ER Contr = 4365.39 x SUI ER Tax Rate 0.10 = 436.54 - same as STE PC 6703 SUI ER Contr

PC 8100 WCNTY Earn = 3365.39 - same as STE PC 8110 RCNTY Earn PC 8111 WCNTY SupEarn = 1000.00 - same as STE PC 8111 RCNTY SupEarn

PC 6800 Work CNTY Tax = 3365.39 x Boone OLF Rate 0.008 = 26.92 Mental Health Tax = 3365.39 x Boone MHT Rate 0.001500 = 5.05 RCNTY + MHT = 26.92 + 5.02 = 31.97 PC 6811 WCNTY Sup Tax = 1000.00 x Boone OLF Rate 0.008 = 8.00 Mental Health Tax = 1000.00x Boone MHT Rate 0.001500 = 1.50 RCNTY Sup + MHT Sup = 8.00 + 1.50 = 9.50

Total Vertex County Tax: PC 6800 + PC 6811 = 31.97 + 9.50 = 41.47 (same as STE below) Total Symmetry County Tax: PC 6831 + PC 6850 + PC 6471 KY-Mental Health Tax = 26.92 + 8.00 + 6.55 = 41.47 (same as Vertex)

PC 8120 WCITY Earn = 3365.39 - same as STE PC 8130 RCITY Earn PC 8121 WCITY SupEarn = 1000.00 - same as STE PC 8131 RCITY SupEarn PC 6900 Work CITY Tax = 3365.39 x Florence Rate 0.02= 67.31 - same as STE PC 6951 RCITY Reg PC 6902 Work CITY Sup Tax = 1000.00 x Florence Rate 0.02= 20.00 - same as STE PC 6953 Res CITY Sup

PC 8102 WCNTY Schl Earn = 4365.39 - same as STE PC 8132 + PC 8135 = 4365.39 PC 6802 WCNTY Schl Tax = 4365.39 x Boone Rate 0.005 = 21.83 - same as STE PC 6954 + PC 6955

This particular version was published on 26-Nov-2021 10:22 by jmyers.Top