Wiki: Symmetry Set Up

OHIO STATE TAX CALCULATION
North Dakota State Tax Calculation
ND – IPRLU Set Up
ND – ER SUTA Rate
ND – UPCALC Example
Notes
Ohio State Tax Calculation
OH – IPRLU Set Up
OH – ER SUTA
OH – City and School District Tax

OHIO 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 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

ND – 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 'MH'-married but w/h at higher single rate.
TOTALALLOWANCES	Optional Enter the total number of allowances

ND – 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 Dakota.
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.

ND – UPCALC Example#

Symmetry Set Up - ND_01.jpg

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

Notes #

Click to create a new notes page

Ohio State Tax Calculation#

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

39-000-0000-SIT-000	Ohio State Tax
39-000-0000-ER_SUTA-000	Ohio State Unemployment Tax

If UPUTR is run with list of IDTX jurisdictions, the following entries may exist. The Tax rate can be used as a reference for the City tax calculation.

OH – IPRLU Set Up#

The Miscellaneous Tax parameters must be set up for the following Miscellaneous Identifiers.

Miscellaneous Identifiers	Description
TOTALALLOWANCES	Optional Enter the total number of allowances.
LOC_COURTESY_OH_CITY	Optional Ohio City Tax Local Courtesy Option
LOC_COURTESY_OH_SCHOOL	Optional Ohio School District Tax Local Courtesy Option

OH – ER SUTA#

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 Ohio.
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.

OH – City and School District Tax#

The Ohio City tax and School District taxes are calculated based on the GNIS code. The School District code must be associated to the appropriate tax jurisdiction in IDTX. When UPCALC performs the tax calculations, it will use this school district to calculate the Ohio School District tax.
The City and School District Tax calculations may be suppressed on the IPRLU Local tab with City Tax Method or School Tax Method = ‘Do Not Calculate’.
Ohio JEDD Tax - Ohio Joint Economic Development Districts Tax - http://ohioline.osu.edu/cd-fact/1560.html

This taxation will be not supported at this moment, this is for future consideration.

38.4 OH – Trial Calc Example

Work GEO: OH 39-049-1080996 Columbus, OH School District: 1903 Franklin Monroe LSD

Note: School 1903 is for County 39-037 Darke and 39-109 Miami, you may choose this for County 39-049 Franklin

Work GEO: OH 39-049-1080996 Columbus, OH

PC 8046 Res SIT Earn = 2365.31 PC 8056 Res SSP Earn = 911.07

PC 6042 Res SIT = 79.98 PC 6052 Res SIT Sup = 31.89

PC 6703 SUI ER Contr = 3431.89 x IPUTR 39-000-0000-ER_SUTA-000 Overridden Rate 0.094 = 322.60

PC 6951 Res CITY Tax = 2477.56 x IPUTR 39-000-1080996-CITY-000 Tax Rate 0.025 = 61.94

PC 6931 RCITY Sup Tax = 954.31 x 0.025 = 23.86

PC 6953 RCITY Schl RegTax = 2365.31 x 0.0073 = 17.55

PC 6932 RCITY Schl Sup Tax = 911.07 x 0.0073 = 6.65

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