[{TableOfContents }]
!!!MONTANA STATE TAX CALCULATION
[{InsertPage page='Symmetry General State Tax Calculation Set Up' section=1}]
!!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 - MT_01.jpg]\\   \\
Work GEO:  30-001-782283 Dell, Montana\\   \\
[IPRLU Miscellaneous Tab|IPRLU#MiscellaneousTab]\\
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
%%information 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
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![Notes|Edit:Internal.Symmetry Set Up - NE]
[{InsertPage page='Internal.Symmetry Set Up - NE' default='Click to create a new notes page'}]


1	NE – Nebraska

On IPUTR, there is a list of applicable Taxes to be calculated for State of Nebraska.
	31-000-0000-SIT-000			Nebraska State Tax
	31-000-0000-ER_SUTA-000		Nebraska State Unemployment Tax

30.1	NE – 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.
	MINIMUMRATE			- Optional, enter 'True' or 'False' 
	- when an employee qualifies for the minimum withholding rate, set this to True, otherwise defaults to False
NONRESPERCENTAGE	- Optional, for Non-Resident employees performing personal services only, e.g. 75 for 75%
	- if a non-resident employee performing personal services works 75% of the time in Nebraska, then enter 75, when this NONRESPERCENTAGE > 0, Symmetry will compute the tax on total wages and then multiply the result by this percentage
- http://www.revenue.ne.gov/info/8-515.pdf 
						- for Resident employee, default to 0

30.2	NE – 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 Nebraska

 

(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
 

30.3	NE– Trial Calc Example

 


Work GEO:  NE 31-055-835483	Omaha, NE

IPRLU 
	FILINGSTATUS			= S
	TOTALALLOWANCES		= 0
	NONRESPERCENTAGE		= 0
	MINIMUMRATE		= FALSE

	PC 8046  Res SIT Earn		= 2183.31
	PC 8056  Res SSP Earn		= 908.25

PC 6042  Res SIT		= 115.47
PC 6052  Res SIT Sup		= 908.25 x 5% = 45.41

	PC 6703 SUI ER Contr		= 3241.80 x IPUTR 31-000-0000-ER_SUTA-000 Overridden Rate 0.0866
					= 280.74