Wiki: Symmetry Set Up

VIRGINIA STATE TAX CALCULATION
Virginia State Tax Calculation
VA – IPRLU Set Up
VA – ER SUTA Rate
VA – UPCALC Example
Notes

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 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

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 Identifiers

If 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
- 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.

VA – UPCALC Example#

Symmetry Set Up - VA_01.jpg

Work 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 #

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1 WI – Wisconsin

On IPUTR, there is a list of applicable Taxes to be calculated for State of Wisconsin:

55-000-0000-SIT-000 Wisconsin State Tax 55-000-0000-EIC-000 Wisconsin Earned Income Tax 55-000-0000-ER_SUTA-000 Wisconsin State Unemployment Tax

Note: The Federal Advance EIC program is being discontinued in 2011, therefore the State Advance EIC program of Wisconsin is also being discontinued.

52.1 WI – 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 - when generating the default Identifier for TOTALALLOWANCES, the IPRLU Federal Tab ‘Number of Exemptions’ will be used if this exists, otherwise defaults to 0

52.2 WI – 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 Wisconsin

(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

52.3 WI – Trial Calc Example

IPRLU WI0001 FILINGSTATUS = S WI0002 TOTALALLOWANCES = 2

PC 8046 Res SIT Earn = 1729.97 PC 6042 Res SIT = 101.83

PC 8056 Res SSP Earn = 899.58 x 4.6 % PC 6052 Res Supp Tax = 41.38 Note: Wisconsin Supplemental rates vary from 4.6% to 6.75% based upon the year-to-date gross pay

PC 6703 SUI ER Contr = 2766.66 x IPUTR 55-000-0000-ER_SUTA-000 Override Tax Rate 0.098 = 271.13

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