VIRGINIA 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
Virginia State Tax Calculation#
On IPUTR, there is a list of applicable Taxes to be calculated for State of Virginia:| 51-000-0000-SIT-000 | Virginia State Tax |
| 51-000-0000-ER_SUTA-000 | Virginia State Unemployment Tax |
VA – 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 |
|---|---|
| AGEANDBLINDNESSEXEMPTIONS | Optional Enter the Age and Blindness Exemptions |
| PERSONALEXEMPTIONS | Optional Enter the number of personal exemptions |
| TOTALALLOWANCES | Optional Enter the number of Total Allowances |
VA – 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 Virginia.
- IDGV
VA – UPCALC Example#
Symmetry Set Up - VA_01.jpgWork GEO: 51-183-1477738 Yale, Sussex, VA
IPRLU Miscellaneous Tab
AGEANDBLINDNESSEXEMPTIONS = 0
PERSONALEXEMPTIONS = 0
TOTALALLOWANCES = 0
| PC 8046 Res SIT Earn | = 2183.31 |
| PC 6042 Res SIT | = 109.00 |
| PC 8056 Res SSP Earn | = 908.25 |
| PC 6052 Res Supp Tax | = 908.25 x 5.75% = 52.22 |
| PC 6703 SUI ER Contr | = 3241.80 x IPUTR 51-000-0000-ER_SUTA-000 Override Tax Rate 0.0622 |
| = 201.64 |
Notes#
Click to create a new notes page50 WA – Washington
On IPUTR, there is a list of applicable Taxes to be calculated for State of Washington:
53-000-0000-ER_SUTA-000 Washington State Unemployment Tax 53-000-0000-ER_SUTA_SC-052 Washington Rate Class 1 Thru 40 Employment Admin Fund 53-000-0000-SDI-000 Washington Industrial Insurance 53-000-0000-ER_SDI-000 Washington Industrial Insurance - Employer
There is no State Tax for Washington, IPRLU Miscellaneous Tax Parameters are not required to be set up. IPRLU State Tab ‘SDI EE Method’ and ‘SDI ER Method’ must be set up for Washington Industrial Insurance.
50.1 WA – IPPC / PC Usages
On IPPC screen, please set up Pay Components for these PC Usages:
Usage Description 6058 Pre-FWT Hours - Total Hours worked, this is used for SDI calculation 6721 SDI tax deduction 6723 SDI employer contribution 7610 WA-Class 1-40 Admin Fund 7611 WA-Reserved Tax 50.2 WA – 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 Washington
(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
50.3 WA – SDI Rate
Washington Industrial Insurance tax is calculated as an hourly rate multiplied by the hours worked. These are treated as SDI tax and are to be contributed by both the Employee and Employer. IPPC must be set up for PC Usage 6058 Pre-FWT Hours to supply the Total Hours Worked. Both EE and ER Rate must be supplied on IPUTR or IDGV screen. User may bypass this calculation on IPUTR with ‘Do not Calculate’ or IPRLU ‘SDI EE Method’ or ‘SDI ER Method’.
There are 2 options to set up SDI Rate by State: (1) IPUTR - enter the SDI EE and ER Rate 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
50.4 WA – Special Taxes
IPUTR - Employer SUTA Surcharge Tax
- by default, the following taxes will be calculated unless IPUTR ‘Do Not Calculate’ Toggle is checked or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’
STE-2011-R12 supports Washington Rate Class 1 Thru 40 Employment Admin Fund
- the wages that are used to calculate these taxes are the same wages that are used for ER SUTA - Override Tax Rate must be supplied
50.5 WA – Trial Calc Example
PC 8046 Res SIT Earn =1536.22 - SIT Earn is updated for Information purpose PC 6042 Res SIT = No State Tax PC 8056 Res SSP Earn =871.10 - SSP Earn is updated for Information purpose PC 6052 Res Supp Tax = No SSP Tax
PC 6703 SUI ER Contr = 2636.83 x IPUTR 53-000-0000-ER_SUTA-000 Override Tax Rate 0.0602 = 158.74
PC 5510 WA-Class 1-40 Admin Fund = 2636.83 x IPUTR 53-000-0000-ER_SUTA_SC-052 Tax Rate 0.03 = 79.10
PC 6721 SDI EE = Usage 6058 Pre-FWT Hours x IPUTR 53-000-0000-SDI-000 Override Tax Rate = 80 x 0.05 = 4.00
PC 6723 SDI ER = Usage 6058 Pre-FWT Hours x IPUTR 53-000-0000-ER_SDI-000 Override Tax Rate = 80 x 0.06 = 4.80
