UTAH 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
Utah State Tax Calculation#
On IPUTR, there is a list of applicable taxes to be calculated for State of Utah:| 49-000-0000-SIT-000 | Utah State Tax |
| 49-000-0000-ER_SUTA-000 | Utah State Unemployment Tax |
UT – IPRLU Set Up#
The Miscellaneous Tax Parameters must be set up for the following Miscellaneous IdentifiersIf 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 |
UT – 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 Utah.
- IDGV
UT – UPCALC Example#
Symmetry Set Up - ND_01.jpg
Res GEO: 49-049-1438194 American Fork, Utah Work GEO: 49-049-1438194 American Fork, Utah
IPRLU Miscellaneous Tab
FILINGSTATUS = S
TOTALALLOWANCES = 0
| PC 8046 Res SIT Earn | = 1774.61 |
| PC 6042 Res SIT | = 88.73 |
| PC 8056 Res SSP Earn | = 900.56 |
| PC 6052 Res Supp Tax | = 900.56 x 5% = 45.03 |
| PC 6703 SUI ER Contr | = 2813.58 x IPUTR 49-000-0000-ER_SUTA-000 Override Tax Rate 0.094000 |
| = 264.48 |
Notes#
Click to create a new notes page1 VT – Vermont
On IPUTR, there is a list of applicable Taxes to be calculated for State of Vermont:
50-000-0000-SIT-000 Vermont State Tax 50-000-0000-ER_SUTA-000 Vermont State Unemployment Tax 50-000-0000-ER_EHT-000 Vermont Catamount Healthcare Assessment Tax - Employer
48.1 VT – IPRLU Set Up
- The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers FILINGSTATUS - Mandatory - 'S'-single, 'M'-married, 'MH'-married but w/h at higher single rate, 'CU'-civil union, or 'CUH'-civil union w/h at higher single TOTALALLOWANCES - Optional, enter the total number of allowances. NONRESPERCENTAGE - Optional, enter the nonresident percentage for Non-resident only
48.2 VT – 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 Vermont
(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
48.3 VT – Employer Health Care Contribution Fund
If user wants to calculate the following tax, please set up IPPC for these PC Usages:
Usage Description 7600 VT-Catamount Healthcare Employer Tax
IPUTR – Vermont Catamount Healthcare Assessment Tax Employer
- from web site http://hcr.vermont.gov/financing/employer Vermont’s Health Care Reform:
- exempting four FTEs in and after 2010’ means if the Employer is paying ‘4 FTE employees or less’ in a quarter, this tax will not be calculated, since all users are paying more than 4 employees, this rule does not apply - User may bypass this tax on IPUTR with ‘Do not Calculate’ or IPRLU ‘Head Tax Method’ = ‘Do not Calculate’. - if an employee does not qualify as one FTE for this tax, enter IPRLU ‘ Head Tax Method’ = ‘Do not Calculate’, otherwise the default will be used, this Healthcare Assessment Tax will be calculated
48.4 VT – UPCALC Example
Work GEO: 50-027-1456238 Baltimore, Vermont
Pay# 5 PC 8046 Res SIT Earn = 2298.59 PC 8056 Res SSP Earn = 885.37 PC 6045 Res SIT = 106.94 PC 6047 Res SIT Sup = 885.37 x 7.2% = 63.75 PC 6703 SUI ER Contr = 3596.17 x IPUTR 50-000-0000-ER_SUTA-000 Overridden Rate 0.084 = 302.08
PC 5500 VT-Healthcare ER Tax = IPUTR 50-000-0000-ER_EHT-000 Rate 91.25 per quarter = 91.25
Pay# 6 PC 5500 VT-Healthcare ER Tax = 0 (because this Healthcare ER Tax has been taken this quarter)
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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