MISSOURI 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
Missouri State Tax Calculation#
On IPUTR, there is a list of applicable taxes to be calculated for State of Missouri:| 29-000-0000-SIT-000 | Missouri State Tax |
| 29-000-0000-ER_SUTA-000 | Missouri State Unemployment Tax |
| 29-000-0000-ER_SUTA_SC-045 | Missouri Automation Surcharge (obsolete after 2012) |
If UPUTR is run with list of IDTX Jurisdictions, then the following entry may exist:
| 29-000-748198-CITY-000 | Kansas City City Tax |
| 29-000-765765-CITY-000 | St Louis City Tax |
| 29-000-765765-ER_POP-000 | St Louis Payroll Expense |
MO – IPRLU Set Up#
The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers
| FILINGSTATUS | Mandatory 'S'-single, 'M'-married, or 'H'-head of household. |
| TOTALALLOWANCES | Optional Enter the total number of allowances |
| SPOUSEWORKS | Optional Spouse working status, enter 'True' or 'False' |
MO – 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 Missouri.
- IDGV
MO – Special Taxes#
In order to calculate the following taxes, set up IPPC for these PC Usages:| Usage | Description |
|---|---|
| 7350 | MO- Automation Surcharge (obsolete after 2012) |
| 7351 | MO-St Louis PR Expense Tax |
- IPUTR – Missouri Automation Surcharge
- By default, this tax will be calculated unless the IPUTR ‘Do Not Calculate’ toggle is checked.
MO – City Taxes#
If UPUTR is run with list of IDTX jurisdictions, the following entries will exist with the default City Tax rates.| 29-000-748198-CITY-000 | Kansas City City Tax |
| 29-000-765765-CITY-000 | St Louis City Tax |
| 29-000-765765-ER_POP-000 | St Louis Payroll Expense |
City taxes are calculated by GNIS code, set up pay components for City Tax PC Usages
MO – UPCALC Example#
Symmetry Set Up - MO_01.jpgWork GNIS: MO 29-510-765765 Saint Louis City
Home GNIS: MO 29-510-765765 Saint Louis City
IPRLU Miscellaneous Tab
FILINGSTATUS = S
TOTALALLOWANCES = 0
SPOUSEWORKS = FALSE
| PC 8046 Res SIT Earn | = 1806.46 |
| PC 8056 Res SSP Earn | = 1117.61 |
| PC 6045 Res SIT | = 75.00 |
| PC 6047 Res Supp Tax | = 67.00 |
| PC 6550 MO-Surcharge Tax (obsolete after 2012) | = 3069.55 x IPUTR 29-000-0000-ER_SUTA_SC-045 Rate 0.0005 |
| = 1.53 | |
| PC 6551 MO-St Louis PR Expense Tax | = 3229.56 x IPUTR 29-000-765765-ER_POP-000 Rate 0.005 |
| = 16.15 (Note: SIT + SSP Earn are used, 125 and 401K are not exempt) | |
| PC 6703 SUI ER Contr | = 3069.55 x IPUTR 29-000-0000-ER_SUTA-000 Overridden Rate .097500 |
| = 299.28 | |
| PC 6951 Res CITY Tax | = 1806.46 x IPUTR 29-000-765765-CITY-000 Rate 0.01 |
| = 18.06 | |
| PC 6953 Res CITY Sup Tax | = 1117.61 x IPUTR 29-000-765765-CITY-000 Rate 0.01 |
| = 11.18 |
Notes#
Click to create a new notes pageMontana State Tax Calculation#
On IPUTR, there is a list of applicable taxes to be calculated for State of Montana:| 30-000-0000-SIT-000 | Montana State Tax |
| 30-000-0000-ER_SUTA-000 | Montana State Unemployment Tax |
| 30-000-0000-ER_SUTA_SC-022 | Montana Administrative Fund Tax |
MT – IPRLU Set Up#
The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers
| FILINGSTATUS | Mandatory 'S'-single, 'M'-married, or 'MH'-married but w/h at higher single rate. |
| TOTALALLOWANCES | Optional Enter the total number of allowances |
MT – 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 Montana.
- IDGV
MT – Special Taxes#
In order to calculate the following taxes, set up IPPC for these PC Usages:| Usage | Description |
|---|---|
| 7370 | MT-Admin Fund Tax |
- IPUTR - Employer SUTA Surcharge Tax
- Montana Administrative Fund Tax - The rate is assigned by the state to the employer, enter this rate to IPUTR Override Tax Rate. By default, the tax will be calculated unless the IPUTR ‘Do Not Calculate’ toggle is checked or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’
MT – UPCALC Example#
Symmetry Set Up - MO_01.jpgWork GEO: 30-001-782283 Dell, Montana
IPRLU Miscellaneous Tab
29.4 MT – UPCALC Example
Work GEO: 30-001-782283 Dell, Montana
Pay# 5 PC 8046 Res SIT Earn = 3004.25 PC 8056 Res SSP Earn = 918.95 PC 6045 Res SIT = 164.00 PC 6047 Res SIT Sup = 918.95 x 6% = 55.18 = 55.00 Note: IPUTP STATE_ROUNDING is set with value = DEFAULT or NO, the State tax results are always Rounded
PC 6703 SUI ER Contr = 4269.23 x IPUTR 30-000-0000-ER_SUTA-000 Overridden Rate 0.063000 = 268.96
PC 6570 MT-Admin Fund Tax = 4269.23 x IPUTR 30-000-0000-ER_SUTA_SC-022 Overridden Rate 0.012 = 51.23
