[{TableOfContents }]
!!!MISSOURI STATE TAX CALCULATION
[{InsertPage page='Symmetry General State Tax Calculation Set Up' section=1}]
!!Missouri State Tax Calculation
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
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!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'
\\ \\
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!MO – 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 Missouri.
#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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!MO – Special Taxes
In order to calculate the following taxes, 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 the [IPUTR] ‘Do Not Calculate’ toggle is checked.
\\ \\
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!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, set up pay components for City Tax PC Usages
\\ \\
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!MO – UPCALC Example
[Symmetry Set Up - MO_01.jpg]\\ \\
Work GNIS: MO 29-510-765765 Saint Louis City\\
Home GNIS: MO 29-510-765765 Saint Louis City\\ \\
[IPRLU Miscellaneous Tab|IPRLU#MiscellaneousTab]\\
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\\(obsolete after 2012)|= 3069.55 x IPUTR 29-000-0000-ER_SUTA_SC-045 Rate 0.0005
| |= 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
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![Notes|Edit:Internal.Symmetry Set Up - MT]
[{InsertPage page='Internal.Symmetry Set Up - MT' default='Click to create a new notes page'}]
!!Montana State Tax Calculation
On [IPUTR], there is a list of applicable taxes to be calculated for State of Montana:
|30-000-0000-SIT-000|Montana State Tax
|30-000-0000-ER_SUTA-000|Montana State Unemployment Tax
|30-000-0000-ER_SUTA_SC-022|Montana Administrative Fund Tax
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!MT – IPRLU Set Up
The Miscellaneous Tax Parameters must be set up for the following Miscellaneous 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
\\ \\
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!MT – 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 Montana.
#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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!MT – Special Taxes
In order to calculate the following taxes, set up [IPPC] for these PC Usages:
||Usage||Description
|7370|MT-Admin Fund Tax
;IPUTR - Employer SUTA Surcharge Tax:Montana Administrative Fund Tax - The rate is assigned by the state to the employer, enter this rate to [IPUTR] Override Tax Rate. By default, the tax will be calculated unless the [IPUTR] ‘Do Not Calculate’ toggle is checked or [IPRLU] ‘SUI ER Method’ = ‘Do not Calculate’
\\ \\
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!MT – UPCALC Example
[Symmetry Set Up - MO_01.jpg]\\ \\
Work GEO: 30-001-782283 Dell, Montana\\ \\
[IPRLU Miscellaneous Tab|IPRLU#MiscellaneousTab]\\
29.4 MT – UPCALC Example
Work GEO: 30-001-782283 Dell, Montana
Pay# 5 PC 8046 Res SIT Earn = 3004.25
PC 8056 Res SSP Earn = 918.95
PC 6045 Res SIT = 164.00
PC 6047 Res SIT Sup = 918.95 x 6% = 55.18
= 55.00
Note: IPUTP STATE_ROUNDING is set with value = DEFAULT or NO, the State tax results are always Rounded
PC 6703 SUI ER Contr = 4269.23 x IPUTR 30-000-0000-ER_SUTA-000 Overridden Rate 0.063000
= 268.96
PC 6570 MT-Admin Fund Tax = 4269.23 x IPUTR 30-000-0000-ER_SUTA_SC-022 Overridden Rate 0.012
= 51.23