Table of Contents
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 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
Pennsylvania State Tax Calculation#
On IPUTR, there is a list of applicable taxes to be calculated for State of Pennsylvania:| 42-000-0000-SIT-000 | Pennsylvania State Tax |
| 42-000-0000-ER_SUTA-000 | Pennsylvania State Unemployment Tax |
| 42-000-0000-SUI-000 | Pennsylvania SUI |
If UPUTR is run with list of Pennsylvania Jurisdiction, the following entries may exist:
| 42-000-1209052-CITY-000 | Philadelphia City Tax |
| 42-000-1213644-ER_POP-000 | Pittsburgh 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 Identifiers | Description |
|---|---|
| LOC_COURTESY_PA_EIT | Optional//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:
- 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
- IDGV
PA – IPPC / PC Usages#
IPPC – Set up Pay Components by PC UsagesIn order to calculate the following taxes, a pay component must be set up in IPPC for these PC Usages:
| Usage | Description |
|---|---|
| 7501 | PA-EMST / LST Local Service Tax |
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 Symmetry Set Up - PA_02.jpgWork GEO: 42-015-1213646 Towanda
| PC 5402 PA-EMST / LST Tax | This will be calculated by the GNIS code, therefore, there is no need to set up Applicable once per period |
| PC 6931 RCITY Sup Tax | PA 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.jpgWork 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.jpgWork GEO: 42-003-1214818 Pittsburgh
The Pittsburgh Payroll Expense tax is calculated.
Notes#
Click to create a new notes page1 RI – Rhode Island
On IPUTR, there is a list of applicable Taxes to be calculated for State of Rhode Island
44-000-0000-SIT-000 Rhode Island State Tax 44-000-0000-ER_SUTA-000 Rhode Island State Unemployment Tax 44-000-0000-ER_SUTA_SC-030 Rhode Island Job Development Surcharge 44-000-0000-SDI-000 Rhode Island SDI
If UPUTR is run with list of IDTX Jurisdictions, since there are no taxes applicable at the Local level, there are no other entries on IPUTR.
42.1 RI – IPRLU Set Up
- The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers - if these Identifiers do not exist, UPCALC will generate the default entries for the 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
IPRLU State Tab ‘SDI EE Method’ must be set up in order to calculate State Disability Insurance for Rhode Island.
42.2 RI – IPPC / PC Usages
On IPPC screen, please set up Pay Components for these PC Usages:
Usage Description 6721 SDI tax deduction 7530 RI-Job Development Fund
42.3 RI – 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 Override Tax Rate field - this rate is applicable for the entire company for State of Rhode Island
(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
42.4 RI – SDI Rate
Rhode Island State Disability Insurance is withheld from employee wages as a percentage of the employee’s taxable earnings until a wage base has been reached. User may bypass this calculation on IPUTR with ‘Do not Calculate’ or IPRLU ‘SDI EE Method’ = ‘Do not Calculate’
There are 2 options to set up SDI Rate by State:
(1) IPUTR - the default EE SDI Rate is supplied on the Tax Rate field - if user has a different EE SDI Rate, user can enter the SDI EE that is given by the Government on the Override Tax Rate field
(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
42.5 RI – Special Taxes
IPUTR - Employer SUTA Surcharge Tax
- by default, the following tax will be calculated unless IPUTR ‘Do Not Calculate’ Toggle is checked or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’
(1) Rhode Island Job Development Surcharge
- the wages that are used to calculate this tax is the same wages that are used for ER SUTA
42.6 RI – UPCALC Example
PC 8046 Res SIT Earn = 3004.25 PC 6045 Res SIT = 121.57 PC 8056 Res SSP Earn = 918.95 x 7 % PC 6052 Res Supp Tax = 64.33
PC 6703 SUI ER Contr = 3923.20 x IPUTR 44-000-0000-ER_SUTA-000 Override Tax Rate 0.103 = 404.09
PC 6721 SDI EE = 3923.20 x IPUTR 44-000-0000-SDI-000 Tax Rate 0.013 = 51.00
PC 5430 RI-Job Development Fund = 3923.20 x IPUTR 44-000-0000-ER_SUTA_SC-030 Tax Rate 0.0051 = 20.01
