Table of Contents

VERMOUNT 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

Utah State Tax Calculation#

On IPUTR, there is a list of applicable taxes to be calculated for State of Utah:
49-000-0000-SIT-000Utah State Tax
49-000-0000-ER_SUTA-000Utah State Unemployment Tax

UT – 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 IdentifiersDescription
FILINGSTATUSMandatory
'S'-single, 'M'-married, or 'MH'-married but w/h at higher single rate
TOTALALLOWANCESOptional
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:

  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 Utah.
  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.

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#

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Vermont State Tax Calculation#

On IPUTR, there is a list of applicable taxes to be calculated for State of Vermont:
50-000-0000-SIT-000Vermont State Tax
50-000-0000-ER_SUTA-000Vermont State Unemployment Tax
50-000-0000-ER_EHT-000Vermont Catamount Healthcare Assessment Tax - Employer

VT – 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 IdentifiersDescription
FILINGSTATUSMandatory
'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.
TOTALALLOWANCESOptional
Enter the total number of allowances
NONRESPERCENTAGEOptional
Enter the nonresident percentage for Non-resident only


VT – 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:

  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 Vermont.
  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.

VT – Employer Health Care Contribution Fund#

In order to calculate the following tax, please set up IPPC for these PC Usages:
UsageDescription
7600VT-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)

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