Symmetry Set Up - MT
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MISSOURI 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

Missouri State Tax Calculation#

On IPUTR, there is a list of applicable taxes to be calculated for State of Missouri:
29-000-0000-SIT-000Missouri State Tax
29-000-0000-ER_SUTA-000Missouri State Unemployment Tax
29-000-0000-ER_SUTA_SC-045Missouri Automation Surcharge (obsolete after 2012)

If UPUTR is run with list of IDTX Jurisdictions, then the following entry may exist:

29-000-748198-CITY-000Kansas City City Tax
29-000-765765-CITY-000St Louis City Tax
29-000-765765-ER_POP-000St Louis Payroll Expense


MO – IPRLU Set Up#

The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers

FILINGSTATUSMandatory
'S'-single, 'M'-married, or 'H'-head of household.
TOTALALLOWANCESOptional
Enter the total number of allowances
SPOUSEWORKSOptional
Spouse working status, enter 'True' or 'False'


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:

  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 Missouri.
  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.


MO – Special Taxes#

In order to calculate the following taxes, set up IPPC for these PC Usages:
UsageDescription
7350MO- Automation Surcharge (obsolete after 2012)
7351MO-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.


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-000Kansas City City Tax
29-000-765765-CITY-000St Louis City Tax
29-000-765765-ER_POP-000St Louis Payroll Expense

City taxes are calculated by GNIS code, set up pay components for City Tax PC Usages

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
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

Notes#

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-000Montana State Tax
30-000-0000-ER_SUTA-000Montana State Unemployment Tax
30-000-0000-ER_SUTA_SC-022Montana Administrative Fund Tax


MT – IPRLU Set Up#

The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers

FILINGSTATUSMandatory
'S'-single, 'M'-married, or 'MH'-married but w/h at higher single rate.
TOTALALLOWANCESOptional
Enter the total number of allowances


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:

  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 Montana.
  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.


MT – Special Taxes#

In order to calculate the following taxes, set up IPPC for these PC Usages:
UsageDescription
7370MT-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’


MT – UPCALC Example#

Symmetry Set Up - MO_01.jpg

Work GEO: 30-001-782283 Dell, Montana

IPRLU Miscellaneous Tab

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

Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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