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
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 pageNevada State Tax Calculation#
On IPUTR, there is a list of applicable taxes to be calculated for State of Nevada:| 32-000-0000-ER_SUTA-000 | Nevada State Unemployment Tax |
| 32-000-0000-ER_SUTA_SC-023 | Nevada Career Enhancement Program |
| 32-000-0000-ER_POP-001 | Nevada MBT Financial Institution |
| 32-000-0000-ER_POP-002 | Nevada MBT General Business |
MT – IPRLU Set Up#
There is no state tax for Nevada, therefore, IPRLU Miscellaneous Tax parameters are not required to be set up for Nevada.NV – 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 Nevada.
- IDGV
NV – IPPC / PC Usages#
IPPC – Set up Pay Components by PC UsagesIn order to set up IPPC Pay Components for the following PC Usages if these taxes are to be calculated.
| Usage | Description |
|---|---|
| 7440 State | SUI NV-Career Enhance Tax |
| 7441 State | SUI NV-MBT Financial Tax |
| 7442 State | SUI NV-MBT Gen Business Tax |
NV – Career Enhancement Program (CEP)#
The Nevada Career Enhancement Program tax (CEP) will NOT be computed for companies who pay the full rate for Nevada ER SUTA (e.g. 5.45% in 2010).
If the IPUTR ER SUTA Overridden rate is the full SUTA rate as set out by the government for the payroll year, CEP will not be calculated, otherwise CEP will be calculated.
Example:
| 2010 Nevada ER SUTA Rate is: | 0.0545 | |
| IPUTR Overridden Rate: | 0.0445 is passed for US Taxation | |
| PC 6703 SUI ER Cont | 1923.08 x 0.0445 = 85.58 | (Reduced SUTA Rate is used) |
| PC 5340 NV-Career Enhance Tax | 1923.08 x 0.0005 = 0.96 |
NOTE: If IPUTR Overridden Rate is the full rate of 0.0545, then CEP will not be calculated.
31.4 NV – Percent of Payroll Tax
The following taxes are supposed to be computed on the total wages of a complete payroll run for employees who worked in Nevada. However, in order to be able to journalize to General Ledger with Journal Entries to charge the cost at the Employee level for State of Nevada, these Percent of Payroll Taxes are calculated for each employee.
32-000-0000-ER_POP-001 Nevada MBT Financial Institution 32-000-0000-ER_POP-002 Nevada MBT General Business
IPUTR - Employer POP Tax
(1) Nevada MBT Financial Institution (2) Nevada MBT General Business - by default, this tax will be calculated unless the ‘Do Not Calculate’ Toggle is checked
