MONTANA 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
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 |
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 |
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
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’
MT – UPCALC Example#
Symmetry Set Up - MT_01.jpgWork GEO: 30-001-782283 Dell, Montana
IPRLU Miscellaneous Tab
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 |
| 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 |
Notes#
Click to create a new notes page32 NH – New Hampshire
On IPUTR, there is a list of applicable Taxes to be calculated for State of New Hampshire:
33-000-0000-ER_SUTA-000 New Hampshire State Unemployment Tax 33-000-0000-ER_SUTA_SC-024 New Hampshire Administrative Contribution
Since there is no State Tax for New Hampshire, IPRLU Miscellaneous Tax Parameters are not required.
32.1 NH – 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 Overridden Rate field - this rate is applicable for the entire company for State of New Hampshire
(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
32.2 NH – Special Taxes
If user wants to calculate the following taxes, please set up IPPC for these PC Usages: Usage Description 7410 NH-Admin Contrib Tax
IPUTR - Employer SUTA Surcharge Tax
New Hampshire Administrative Contribution - by default, the following taxes will be calculated unless IPUTR ‘Do Not Calculate’ Toggle is checked or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’
32.3 NH – Trial Calc Example
Work GEO: 33-009-1989087 Alexandria, NH
IPRLU - Since New Hampshire State has no State tax, no need to set up - Note: State Taxable Earnings will still be derived and stored for reference.
PC 8046 Res SIT Earn = 2183.31 PC 8056 Res SSP Earn = 908.25 PC 6042 Res SIT = No State Tax PC 6052 Res SIT Sup = No State Sup Tax
PC 6703 SUI ER Contr = 3403.85 x IPUTR 33-000-0000-ER_SUTA-000 Overridden Rate 0.09 = 306.35
PC 8610 NH-Admin Contrib Tax = 3403.85 x IPUTR 33-000-0000-ER_SUTA_SC-024 Rate .0002 = 6.81
