MINNESOTA 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 upIPPH #
- 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
Minnesota State Tax Calculation#
On IPUTR, there is a list of applicable taxes to be calculated for State of Minnesota:| 27-000-0000-SIT-000 | Minnesota State Tax |
| 27-000-0000-ER_SUTA-000 | Minnesota State Unemployment Tax |
| 27-000-0000-ER_SUTA_SC-019 | Minnesota Workforce Enhancement Fee |
| 27-000-0000-ER_SUTA_SC-042 | Minnesota Additional Assessment |
| 27-000-0000-ER_SUTA_SC-043 | Minnesota Federal Loan Interest Assessment |
MN – 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.
| FILINGSTATUS | Mandatory S'-single, 'M'-married, or 'MH'-married but w/h at higher single rate. |
| TOTALALLOWANCES | Optional Enter the total number of allowances |
MN – 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 Minnesota.
- IDGV
MN – IPPC / PC Usages#
IPPC – Set up Pay Components by PC UsagesIn order to to calculate the following taxes, please set up IPPC for these PC Usages:
| Usage | Description |
|---|---|
| 7340 | MN-Workforce Enhance Fee |
| 7341 | MN-Addn Assessment Tax |
| 7342 | MN-Fed Loan Assess Interest |
MN – Special Taxes#
IPUTR - Employer SUTA Surcharge Tax- Minnesota Workforce Enhancement Fee - By default, the following taxes will be calculated unless the IPUTR ‘Do Not Calculate’ toggle is checked or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’.
- Minnesota Additional Assessment - The Minnesota Additional Assessment is a percentage of the tax calculation not a percentage of the taxable wages. For the tax years 2006 through 2010, the rate is 14%.
- Minnesota Federal Loan Interest Assessment - The Minnesota Federal Loan Interest Assessment is set at a rate of 0, therefore this is not calculated.
MN – Trial Calc Example#
Symmetry Set Up - MN_01.jpgIPRLU Miscellaneous Tab
MN0001 FILINGSTATUS = S MN0002 TOTALALLOWANCES = 0
| PC 8046 Res SIT Earn | = 1940.61 |
| PC 6042 Res SIT | = 116.00 |
| PC 8056 Res SSP Earn | = 1834.75 x 6.25 % = 114.67 Round to nearest dollar |
| PC 6052 Res Supp Tax | = 115.00 |
| PC 6540 MN-Workforce Enhance Fee | = 4115.39 x IPUTR 27-000-0000-ER_SUTA_SC-019 Tax Rate 0.0012 |
| = 4.94 | |
| PC 6703 SUI ER Contr | = 4115.39 x IPUTR 27-000-0000-ER_SUTA Override Tax Rate 0.0952 |
| = 391.79 | |
| PC 6541 MN-Addn Assessment Tax | = 391.79 x IPUTR 27-000-0000-ER_SUTA_SC-042 Tax Rate 0.14 = 54.85 Note: Minnesota Additional Assessment is a percentage of SUTA tax calculation not a percentage of the taxable wages. |
Notes#
Click to create a new notes page28 MO – Missouri
On IPUTR, there is a list of applicable Taxes to be calculated for State of Missouri
29-000-0000-SIT-000 Missouri State Tax 29-000-0000-ER_SUTA-000 Missouri State Unemployment Tax 29-000-0000-ER_SUTA_SC-045 Missouri Automation Surcharge (obsolete after 2012)
If UPUTR is run with list of IDTX Jurisdictions, then the following entry may exist: 29-000-748198-CITY-000 Kansas City City Tax 29-000-765765-CITY-000 St Louis City Tax 29-000-765765-ER_POP-000 St Louis Payroll Expense
28.1 MO – IPRLU Set Up
- The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers FILINGSTATUS - Mandatory - 'S'-single, 'M'-married, or 'H'-head of household. TOTALALLOWANCES - Optional, enter the total number of allowances. SPOUSEWORKS - Optional, Spouse working status, enter 'True' or 'False'
28.2 MO – ER SUTA
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 by State:
(1) IPUTR - enter the SUTA ER Rate that is given by the Government on the Overridden Rate field - this rate is applicable for the entire company for State of Missouri
(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
28.3 MO – Special Taxes
If user wants to calculate the following taxes, please set up IPPC for these PC Usages: Usage Description 7350 MO- Automation Surcharge (obsolete after 2012) 7351 MO-St Louis PR Expense Tax
IPUTR – Missouri Automation Surcharge
- by default, this tax will be calculated unless IPUTR ‘Do Not Calculate’ Toggle is checked
28.4 MO – City Taxes
If UPUTR is run with list of IDTX Jurisdictions, the following entries will exist with the default City Tax Rates.
29-000-748198-CITY-000 Kansas City City Tax 29-000-765765-CITY-000 St Louis City Tax 29-000-765765-ER_POP-000 St Louis Payroll Expense
- City Taxes are calculated by GNIS code, please set up Pay Components for City Tax PC Usages
28.5 MO – UPCALC Example
Work GNIS: MO 29-510-765765 Saint Louis City Home GNIS: MO 29-510-765765 Saint Louis City
IPRLU FILINGSTATUS = S TOTALALLOWANCES = 0 SPOUSEWORKS = FALSE
PC 8046 Res SIT Earn = 1806.46 PC 8056 Res SSP Earn = 1117.61 PC 6045 Res SIT = 75.00 PC 6047 Res Supp Tax = 67.00
PC 6550 MO-Surcharge Tax = 3069.55 x IPUTR 29-000-0000-ER_SUTA_SC-045 Rate 0.0005 (obsolete after 2012) = 1.53
PC 6551 MO-St Louis PR Expense Tax = 3229.56 x IPUTR 29-000-765765-ER_POP-000 Rate 0.005 = 16.15 (Note: SIT + SSP Earn are used, 125 and 401K are not exempt)
PC 6703 SUI ER Contr = 3069.55 x IPUTR 29-000-0000-ER_SUTA-000 Overridden Rate .097500 = 299.28
PC 6951 Res CITY Tax = 1806.46 x IPUTR 29-000-765765-CITY-000 Rate 0.01 = 18.06
PC 6953 Res CITY Sup Tax = 1117.61 x IPUTR 29-000-765765-CITY-000 Rate 0.01 = 11.18
