Wiki: Symmetry Set Up

NORTH CAROLINA STATE TAX CALCULATION
North Carolina State Tax Calculation
NC – IPRLU Set Up
NC – ER SUTA Rate
NC– Trial Calc Example
Notes
North Dakota State Tax Calculation

NORTH CAROLINA 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

North Carolina State Tax Calculation#

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

NC – 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, or 'H'-head of household
TOTALALLOWANCES	Optional Enter the total number of allowances

NC – 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 North Carolina.
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.

NC– Trial Calc Example#

Symmetry Set Up - NC_01.jpg

Work GEO: NC 37-055-1001094 Southern Shores, NC
IPRLU Miscellaneous Tab
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

Notes #

Click to create a new notes page

North Dakota State Tax Calculation#

On IPUTR, there is a list of applicable taxes to be calculated for State of North Dakota:

38-000-0000-SIT-000	North Dakota State Tax
38-000-0000-ER_SUTA-000	North Dakota State Unemployment Tax

37.1 ND – IPRLU Set Up

- MISCELLANEOUS Tab 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 Identifiers Description FILINGSTATUS - Mandatory - 'S'-single, 'M'-married, or 'MH'-married but w/h at higher single rate. TOTALALLOWANCES - Optional, enter the total number of allowances

37.2 ND – ER SUTA Rate

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 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 for State of North Dakota

(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

37.3 ND – UPCALC Example

IPRLU MISCELLANEOUS Tab FILINGSTATUS = S TOTALALLOWANCES = 0

PC 8046 Res SIT Earn = 3004.25 PC 6045 Res SIT = 78.00, IPUTP STATE_ROUNDING = DEFAULT

PC 8056 Res SSP Earn = 918.95 x 3.44% = 31.61 PC 6052 Res Supp Tax = 32.00, IPUTP STATE_ROUNDING = DEFAULT

PC 6703 SUI ER Contr = 4269.23 x IPUTR 38-000-0000-ER_SUTA-000 Override Tax Rate 0.100000 = 426.92

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