NEW YORK 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
New York State Tax Calculation#
On IPUTR, there is a list of applicable taxes to be calculated for State of New York:| 36-000-0000-SIT-000 | New York State Tax |
| 36-000-0000-ER_SUTA-000 | New York State Unemployment Tax |
| 36-000-0000-ER_SUTA_SC-025 | New York Reemployment Fund |
| 36-000-0000-SDI-000 | New York SDI |
| 36-000-0000-ER_POP-001 | NY Waterfront Payroll Tax - Employer (only select NY Harbor employers) |
| 36-000-0000-ER_POP-008 | New York MCTMT Employer Payroll Tax |
| 36-000-0000-ER_MCTMT-000 | New York MCTMT Tax (obsolete after Jan, 2012) |
If UPUTR is run with list of jurisdictions, then the following entry will exist:
| 36-000-975772-CITY-000 | New York City Tax |
| 36-000-971828-CITY-000 | Yonkers City Tax |
NY – IPRLU Set Up#
The Miscellaneous Tax parameters must be set up for the following Miscellaneous Identifiers.| Miscellaneous Identifiers | Description |
|---|---|
| FILINGSTATUS | Mandatory 'S'-single, 'M'-married, 'H'-head of household, |
| TOTALALLOWANCES | Optional Enter the total number of allowances |
| ADDITIONALWH-NYC | Optional This is the additional tax to be added to New York City Tax |
| ADDITIONALWH-YONKERS | Optional This is the additional tax to be added to Yonkers City Tax |
| TOTALALLOWANCESNYC | Optional This is used for New York City Tax |
NY – 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 New York.
- IDGV
NY – EE SDI#
- IPUTR - The SDI Rate and Tax Limit Amount are supplied and will be used as default
- New York State Disability Insurance is computed as 0.5% of gross wages with a maximum weekly amount of $0.60 (for 2011). Symmetry will prorate the tax for all pay periods, this will cause the SDI earnings to differ from the amount calculated by Vertex.
- By default, this tax will be calculated unless the IPUTR ‘Do Not Calculate’ toggle is checked or IPRLU ‘SDI EE Method’ = ‘Do not Calculate’
NY – IPPC / PC Usages#
IPPC – Set up Pay Components by PC UsagesIn order to calculate the following taxes, set up IPPC for these PC Usages:
| Usage | Description |
|---|---|
| 7450 State | NY-Reemployment Fund |
| 7452 State | NY-MCTMT Commuter Tax |
| 7422 State | NJ/NY Waterfront Tax |
NY – Special Taxes#
IPUTR – Employer SUTA Surcharge Tax- New Mexico Worker's Compensation
- Check the ‘Do Not Calculate’ toggle on IPUTR to bypass WC Calculation if desired.
- New York Reemployment Fund
- NY Waterfront Payroll Tax - Employer (only select NY Harbor Employers)
- By default, this tax will be calculated unless the ‘Do Not Calculate’ toggle is checked
- This tax will be stored in the pay component with PC Usage 7422 – NJ/NY Waterfront Tax
- New York MCTMT Tax
- This tax will be stored in the pay component with Usage 7452 – NY MCTMT Commuter Tax
- Beginning the second quarter of 2012, an employer is subject to withhold this tax as a Percent of Payroll tax base on the Payroll Expense of a quarter http://www.tax.ny.gov/bus/mctmt/mctmt_changes.htm
- To calculate this tax, the MCTMT rate base must be determined on the estimation of the company’s Payroll Expense in a quarter and the rate entered on IPUTR 36-000-0000-ER_POP-008
- This tax will be calculated and stored at the employee level so that the employee can do journal entries for this tax or do burden charges, etc. in the general ledger system
- City Taxes
- City Taxes are calculated by GNIS code, please set up pay components for City Tax PC Usages
- 36-000-975772-CITY-000 New York City Tax
- 36-000-971828-CITY-000 Yonkers City Tax
- City Taxes are calculated by GNIS code, please set up pay components for City Tax PC Usages
NY – Trial Calc Example#
Symmetry Set Up - NY_01.jpg
Work GEO: NY 36-119-971828 Yonkers
IPRLU Miscellaneous Tab
NY0001 - FILINGSTATUS = S
NY0004 - ADDITIONALWH-YONKERS = 16
| PC 8046 Res SIT Earn | = 3578.04 |
| PC 8056 Res SSP Earn | = 1860.58 |
| PC 6042 Res SIT | = 211.45 |
| PC 6052 Res SIT Sup | = 181.78 |
| PC 6703 SUI ER Contr | = 5846.15 x IPUTR 34-000-0000-ER_SUTA-000 Overridden Rate 0.099 |
| = 578.77 | |
| PC 6721 SDI EE | = SDI EE is 0.5% of gross wages with a maximum weekly amount of $0.60 |
| = $240 x IPUTR 36-000-0000-SDI-000 Rate 0.005 | |
| = 1.20 Period To Date SDI is checked to not to exceed weekly max | |
| PC 5322 NJ/NY Waterfront Tax | = 5846.15 x IPUTR 36-000-0000-ER_POP-001 Rate .002 (check rate later) |
| = 116.92 | |
| PC 5350 NY-Reemployment Fund | = 5846.15 x IPUTR 36-000-0000-ER_SUTA_SC-025 Rate .000075 |
| = 4.38 | |
| PC 5352 NY-MCTMT Commuter Tax | = 5655.53 x IPUTR 36-000-0000-ER_POP-008 Override Tax Rate .0034 |
| = 19.23 | |
| PC 6951 Res CITY Tax | = 3578.04 |
| = 37.15 - this amount includes IPRLU ADDITIONALWH-YONKERS | |
| PC 6931 RCITY Sup Tax | = 1860.58 |
| = 18.18 |
Notes#
Click to create a new notes page36 NC – North Carolina
On IPUTR, there is a list of applicable Taxes to be calculated for State of North Carolina. 37-000-0000-SIT-000 North Carolina State Tax 37-000-0000-ER_SUTA-000 North Carolina State Unemployment Tax
36.1 NC – 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.
36.2 NC – 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 and EE SUI 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 North Carolina
(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
36.3 NC– Trial Calc Example
Work GEO: NC 37-055-1001094 Southern Shores, NC
IPRLU FILINGSTATUS = S TOTALALLOWANCES = 0
PC 8046 Res SIT Earn = 2183.31 PC 8056 Res SSP Earn = 908.25
PC 6042 Res SIT = 140.00 Note: this automatically rounds up to the dollar PC 6052 Res SIT Sup = 908.25 x 6% = 54.50 = 55.00 Note: this automatically rounds up to the dollar
PC 6703 SUI ER Contr = 3241.80 x IPUTR 37-000-0000-ER_SUTA-000 Overridden Rate 0.0684 = 221.74