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PENNSYLVANIA OREGON 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

Pennsylvania State Tax Calculation#

On IPUTR, there is a list of applicable taxes to be calculated for State of Pennsylvania:
42-000-0000-SIT-000Pennsylvania State Tax
42-000-0000-ER_SUTA-000Pennsylvania State Unemployment Tax
42-000-0000-SUI-000Pennsylvania SUI

If UPUTR is run with list of Pennsylvania Jurisdiction, the following entries may exist:
42-000-1209052-CITY-000Philadelphia City Tax
42-000-1213644-ER_POP-000Pittsburgh Payroll Tax

PA – IPRLU Set Up#

There is no State Miscellaneous Parameters for Pennsylvania, however IPRLU Miscellaneous Tax Parameters may be required to be set up for additional information.

If these Identifiers do not exist, UPCALC will generate the default entries for the identifiers
Miscellaneous IdentifiersDescription
LOC_COURTESY_PA_EITOptional//Pennsylvania EIT Local Courtesy Option

PA – ER SUTA, EE SUI#

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:

  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 within the State of Pennsylvania.
    • The SUI Rate and Wage Base are supplied and will be used as default
    • This SUI Rate or Wage Base may be overridden, if necessary
  2. 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.

For SUI, the IPUTR SUI built-in rate and SUI wage base may be overridden by one of the options above. It is recommended that if the SUI rate is overridden, the SUI overridden wage base should also be entered. This is to ensure that with the overridden SUI rate, the SUI is able to stop at the proper maximum wage base with the new rate.

PA – IPPC / PC Usages#

IPPC – Set up Pay Components by PC Usages
In order to calculate the following taxes, a pay component must be set up in IPPC for these PC Usages:
UsageDescription
7501PA-EMST / LST Local Service Tax
EMST (Emergency Service Tax) and LST (Local Service Tax) are the same tax, the tax has had a few different names over the past few years.

Pennsylvania EIT (Earned Income Tax) is treated and stored as City and School District tax. Pay components will need to be defined for PC Usage 6901 (City Work Tax pay components) to PC Usage 6933 (City Res Tax pay components).

PA – EIT#

The Pennsylvania Earned Income Tax (EIT) is a tax levied as a percent of earned income at the City, Municipality or School District level. Therefore the jurisdiction must be set up with State, County, City, Municipality and School district.

Pennsylvania EIT will be calculated based on State Regular and Supplemental Earnings. The tax results are stored at the City and School District level taxation.

PA – OPT / EMST / LST#

This tax has had three different names over the past few years, OPT / EMST / LST. The tax will be calculated based on the GNIS Code.

PA – Towanda – LST, EIT, School Tax Example#

Symmetry Set Up - PA_01.jpg(info) Symmetry Set Up - PA_02.jpg(info)

Work GEO: 42-015-1213646 Towanda

PC 5402 PA-EMST / LST TaxThis will be calculated by the GNIS code, therefore, there is no need to set up

Applicable once per period
PC 6931 RCITY Sup TaxPA EIT is treated as City and School District tax
PC 6932 RCITY Schl Sup Tax
PC 6951 Res CITY Tax
PC 6953 RCITY Schl Reg Tax

PA – Philadelphia – City Tax Example#

Symmetry Set Up - PA_03.jpg(info)
Work GEO: 42-101-1209052 Philadelphia

The City of Philadelphia tax is a percentage of gross wages; no school district tax.

PA – Pittsburgh Payroll Expense Tax Example#

Symmetry Set Up - PA_04.jpg(info)
Work GEO: 42-003-1214818 Pittsburgh

The Pittsburgh Payroll Expense tax is calculated.

Notes#

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This particular version was published on 26-Nov-2021 10:22 by jmyers.Top