Ideal Online Documentation

31190 P/R MAINTENANCE
PR4-12 Tax Table Maintenance

 

PURPOSE

 

The tax table maintenance program allows you to change the tax tables used to calculate federal, provincial and state tax rates, surcharge rates, tax credits and other tax related items. As part of your Annual Maintenance Program, Ideal will update the tax tables for you in preparation for the new payroll year. If you must make any changes to the tax tables first contact Ideal before attempting to do so. Inaccurate tax tables will cause incorrect amounts to be deducted and/or credited during payroll tax calculations. This could result in your employees paying higher deductions than necessary or owing additional taxes due to insufficient deducted amounts.

 

To print tax tables, see 31360 TAX TABLE LISTING. 

 

Tax Table Maintenance is accessed from:

  • Payroll Year End Processing menu.

 

PROCEDURE

 

Select Tax Table Maintenance from the Payroll Year End Processing menu. The following prompts display.

 

** TABLE FOR WHAT TAX YEAR:

 

Enter the tax year to process in the format YYYY.

 

** A=JANUARY 1ST EDITION, B=JULY 1ST EDITION:

 

"A" for the tax tables as at January 01.

 

"B" for the tax tables as at July 01.

 

>> THIS TABLE DOESN'T EXIST. COPY FROM FW%TAX.02A ? (Y/N):

 

"Y" to copy the latest tax table.

 

The tables are copied and a new set created for the period selected.

 

 

"N" to not copy.

 

The cursor is positioned in the TAX YEAR field where you may enter another tax year or press [F4] to exit the program.

 

 

** PRESS ENTER TO CONTINUE, F3 TO RE-SELECT, F4 TO EXIT:

 

[Enter] to continue to jurisdiction options.

 

[F3] to return the previous field.

 

[F4] to exit to menu.

 


PROCEDURE - TAX TABLE MAINTENANCE OPTIONS

 

1. Jurisdiction Options

 

PAYROLL TAX TABLE MAINTENANCE JURISDICTION OPTIONS

┌────────────────────────────────────────────────────────────────────────────────┐
│                         PAYROLL TAX TABLE MAINTENANCE                          â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│CANADA:                                 U.S.:                                   â”‚
│                                                                                â”‚
│(1) FEDERAL                             (11) FEDERAL                            â”‚
│(2) ONTARIO                             (12) IDAHO                              â”‚
│(3) MANITOBA                            (13) OREGON                             â”‚
│(4) SASKATCHEWAN                        (14) UTAH                               â”‚
│(5) ALBERTA                             (15) WASHINGTON                         â”‚
│(6) B.C.                                                                        â”‚
│(7) YUKON                                                                       â”‚
│                                                                                â”‚
│                                                                                â”‚
│ENTER OPTION (1 TO 15):  __                                                     â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
ENTER OPTION (1 TO 15):

 

"1".."1""5" to select the desired tax jurisdiction.

 

CANADA

(1) FEDERAL

(2) ONTARIO

(3) MANITOBA

(4) SASKATCHEWAN

(5) ALBERTA

(6) B.C.

(7) YUKON

 

U.S.

(11) FEDERAL

(12) IDAHO

(13) OREGON

(14) UTAH

(15) WASHINGTON


2. Canada Federal Options

 

CANADIAN FEDERAL TAX TABLE OPTIONS

┌────────────────────────────────────────────────────────────────────────────────┐
│                       CANADIAN FEDERAL TAX TABLE OPTIONS                       â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│OPTIONS:                                                                        â”‚
│                                                                                â”‚
│(1) FEDERAL TAX TABLE                                                           â”‚
│(2) FEDERAL SURTAX RATE                                                         â”‚
│(3) TD1 FEDERAL TAX CREDITS                                                     â”‚
│(4) TABLE OF INSURABLE EARNINGS                                                 â”‚
│(5) CANADA PENSION PLAN FACTORS                                                 â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│ENTER OPTION (1 TO 5):  _                                                       â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
ENTER OPTION (1 TO 5):

 

"1"..."5" to select the desired federal option.

 

(1) FEDERAL TAX TABLE

 

See FIELDS - CANADIAN FEDERAL TAX TABLE.

 

 

(2) FEDERAL SURTAX RATE

 

See FIELDS - CANADIAN FEDERAL SURTAX RATE.

 

 

(3) TD1 FEDERAL TAX CREDITS

 

See FIELDS - CANADIAN TD1 FEDERAL TAX CREDITS.

 

 

(4) TABLE OF INSURABLE EARNINGS

 

See FIELDS - CANADIAN FEDERAL TABLE OF INSURABLE EARNINGS.

 

 

(5) CANADA PENSION PLAN FACTORS

 

See Fields - CANADIAN FEDERAL CANADA PENSION PLAN FACTORS.

 


3. Canada Provincial Options

 

CANADIAN PROVINCIAL TAX TABLE OPTIONS

┌────────────────────────────────────────────────────────────────────────────────┐
│                   CANADIAN 'ON' PROVINCIAL TAX TABLE OPTIONS                   â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│OPTIONS:                                                                        â”‚
│                                                                                â”‚
│(1) PROVINCIAL TAX TABLE                                                        â”‚
│(2) PROVINCIAL BASIC EXEMPTION                                                  â”‚
│(3) PROVINCIAL TAX RATES                                                        â”‚
│(4) ONTARIO HEALTH PREMIUM TABLE                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│ENTER OPTION (1 TO 4):  _                                                       â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
ENTER OPTIONS (1 TO 4):

 

"1"..."4" to select the desired provincial option.

 

(1) PROVINCIAL TAX TABLE

 

See FIELDS - CANADIAN PROVINCIAL TAX TABLE.

 

 

(2) PROVINCIAL BASIC EXEMPTION

 

See FIELDS - CANADIAN PROVINCIAL BASIC EXEMPTION.

 

 

(3) PROVINCIAL TAX RATES

 

See FIELDS - CANADIAN PROVINCIAL TAX RATES.

 

 

(4) PROVINCIAL HEALTH PREMIUM TABLE

 

See FIELDS - CANADIAN PROVINCIAL HEALTH PREMIUM TABLE.

 

 

[F3] to return to tax jurisdiction options.


4. U.S. Federal Options

 

U.S. FEDERAL TAX TABLE OPTIONS

┌────────────────────────────────────────────────────────────────────────────────┐
│                         U.S. FEDERAL TAX TABLE OPTIONS                         â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│OPTIONS:                                                                        â”‚
│                                                                                â”‚
│(1) FEDERAL TAX TABLES                                                          â”‚
│(2) W-4 BASIC ANNUAL ALLOWANCE                                                  â”‚
│(3) SOCIAL SECURITY TAX RATE                                                    â”‚
│(4) MEDICARE TAX RATE                                                           â”‚
│(5) FEDERAL UNEMPLOYMENT TAX (FUTA)                                             â”‚
│(6) ADVANCE EARNED INCOME CREDIT (EIC) TABLES                                   â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│ENTER OPTION (1 TO 6):  _                                                       â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
ENTER OPTIONS (1 TO 6):

 

"1"..."6" to select the desired federal option.

 

(1) FEDERAL TAX TABLES

 

See FIELDS - US FEDERAL TAX TABLES.

 

 

(2) W-4 BASIC ANNUAL ALLOWANCE

 

See FIELDS - US W-4 BASIC ANNUAL ALLOWANCE.

 

 

(3) SOCIAL SECURITY TAX RATE

 

See FIELDS - US FEDERAL SOCIAL SECURITY TAX RATE.

 

 

(4) MEDICARE TAX RATE

 

See FIELDS - US FEDERAL MEDICARE TAX RATE.

 

 

(5) FEDERAL UNEMPLOYMENT TAX (FUTA)

 

See FIELDS - US FEDERAL UNEMPLOYMENT TAX (FUTA).

 

 

(6) ADVANCE EARNED INCOME CREDIT (EIC) TABLES

 

See FIELDS - US FEDERAL ADVANCE EARNED INCOME CREDIT (EIC) TABLES.

 

 

[F3] to return to tax jurisdiction options.


5. U.S. State Options

 

U.S. STATE TAX TABLE OPTIONS

┌────────────────────────────────────────────────────────────────────────────────┐
│                          U.S. STATE TAX TABLE OPTIONS                          â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│OPTIONS:                                                                        â”‚
│                                                                                â”‚
│(1) STATE TAX TABLES                                                            â”‚
│(2) STATE BASIC EXEMPTION                                                       â”‚
│(3) STATE UNEMPLOYMENT INSURANCE                                                â”‚
│(4) WORKER'S BENEFIT PLAN                                                       â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│ENTER OPTIONS (1 TO 4):                                                         â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
ENTER OPTIONS (1 TO 4):

 

"1"..."4" to select the desired state option.

 

(1) STATE TAX TABLES

 

See FIELDS - US STATE TAX TABLES.

 

 

(2) STATE BASIC EXEMPTION

 

See FIELDS - US STATE BASIC EXEMPTION.

 

 

(3) STATE UNEMPLOYMENT INSURANCE

 

See FIELDS - US STATE UNEMPLOYMENT INSURANCE.

 

 

(4) WORKER'S BENEFIT PLAN

 

See FIELDS - US WORKER'S BENEFIT PLAN.

 

 

[F3] to return to tax jurisdiction options.

 


FIELDS - CANADIAN FEDERAL TAX TABLE

 

Example Canadian Federal Tax Table display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                       CANADIAN FEDERAL TAX TABLE OPTIONS                       â”‚
│                                                                                â”‚
│FEDERAL TAX TABLE                                                               â”‚
│────────────────────────────────────────────────────────────────────────────────│
│            ----TAXABLE INCOME----           RATE             CONSTANT          â”‚
│ LINE          FROM            TO             R                     K           â”‚
│────────────────────────────────────────────────────────────────────────────────│
│  01              0         31,677          .1600                   0           â”‚
│  02         31,677         63,354          .2200               1,901           â”‚
│  03         63,354        103,000          .2600               4,435           â”‚
│  04        103,000        999,999          .2900               7,525           â”‚
│  05              0              0          .0000                   0           â”‚
│  06              0              0          .0000                   0           â”‚
│  07              0              0          .0000                   0           â”‚
│  08              0              0          .0000                   0           â”‚
│  09              0              0          .0000                   0           â”‚
│  10              0              0          .0000                   0           â”‚
│  11              0              0          .0000                   0           â”‚
│  12              0              0          .0000                   0           â”‚
│  13              0              0          .0000                   0           â”‚
│────────────────────────────────────────────────────────────────────────────────│
│# TO MODIFY   F3=BACK UP   F4=END:  __                                          â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
# TO MODIFY   F3=BACK UP   F4=END:

 

Enter the line number to modify.

 

The cursor is positioned in the TAXABLE INCOME TO field of the line selected. If you wish to define a new range or remove an existing range see PROCEDURE - ADD/REMOVE A RANGE.

 

 

[F3] to return to the jurisdiction options.

 

[F4] to exit to menu.

 

TAXABLE INCOME
INCOME NOT EXCEEDING - ENTER 999999 FOR LAST ENTRY

 

Enter the maximum amount for the income range.

 

[Enter] to accept the displayed value.

 

If this is the final range of the tax table enter "99999". The cursor is positioned in the RATE R field.

 

 

[F3] to return to the previous field.

 

RATE R

 

Enter the desired rate.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the CONSTANT K field.

 

 

[F3] to return to the previous field.

 

CONSTANT K

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

[F3] to return to the previous field.

 

** OK TO UPDATE? (ENTER=UPDATE  F2=MODIFY  F4=BYPASS):

 

[Enter] to update modifications.

 

[F2] to make further modifications.

 

[F4] to abandon all modifications and revert to original values.

 

 

PROCEDURE - ADD/REMOVE A RANGE

 

Before modifying the tax table it's a good idea to print a screen dump - [ESC]"P" - so you will have an accurate list of the existing ranges and field values. You will need to know the original ranges and field values when you add or remove ranges, or if you need to restore the original settings. The range of the last line of the table must end with "999999".

 

To add a new range at the end of the existing ranges, modify the TAXABLE INCOME TO field of the existing last range to the amount you wish to start the new range. Modify the RATE R and CONSTANT K fields as desired. You will then be able to modify the next line and set it's TAXABLE INCOME TO field to "999999" and the RATE R and CONSTANT K fields to their original values.

 

To add a new range at the beginning or in the midst of the existing ranges, modify the TAXABLE INCOME TO field of the line which will be the new range to the amount you wish to end the new range. You must then modify each successive line to recreate the remainder of the original ranges again.

 

To remove a range modify the TAXABLE INCOME TO field of the range you wish to remove to match the amount displayed in the field immediately below it. When you have modified all succeeding lines you should have a duplicate last line whose range ends at "999999". To remove the duplicate last line, modify all of its values to "0".

 

 

FIELDS - CANADIAN FEDERAL SURTAX RATE

 

Example Canadian Federal Surtax Table display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                       CANADIAN FEDERAL TAX TABLE OPTIONS                       â”‚
│                                                                                â”‚
│FEDERAL SURTAX RATE                                                             â”‚
│────────────────────────────────────────────────────────────────────────────────│
│  1 SURTAX RATE 1               .0000                                           â”‚
│  2 FEDERAL TAx MINIMUM 1           0                                           â”‚
│                                                                                â”‚
│  3 SURTAX RATE 2               .0000                                           â”‚
│  4 FEDERAL TAX MINIMUM 2           0                                           â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│M=MODIFY   F3=BACK UP   F4=END:  _                                              â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
M=MODIFY   F3=BACK UP   F4=END:

 

"M" to modify field values.

 

The cursor is positioned in the SURTAX RATE 1 field.

 

 

[F3] to return to the jurisdiction options.

 

[F4] to exit to menu.

 

1 SURTAX RATE 1

 

Enter the FEDERAL SURTAX RATE 1.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the FEDERAL TAX MINIMUM 1 field.

 

 

[F3] to return to previous field.

 

2 FEDERAL TAX MINIMUM 1

 

Enter the federal tax minimum 1 amount.

 

[Enter] to accept the displayed value.

 

Rate applies to annual basic federal tax (T3) over this amount.

 

 

[F3] to return to the previous field.

 

3 SURTAX RATE 2

 

Enter the FEDERAL SURTAX RATE 2.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the FEDERAL TAX MINIMUM 2 field.

 

 

[F3] to return to the previous field.

 

4 FEDERAL TAX MINIMUM 2

 

Enter the federal tax minimum 2 amount.

 

[Enter] to accept the displayed value.

 

Rate applies to annual basic federal tax (T3) over this amount.

 

 

[F3] to return to the previous field.

 

** OK TO UPDATE? (ENTER=UPDATE  F2=MODIFY  F4=BYPASS):

 

[Enter] to update modifications.

 

You are returned to the jurisdiction options.

 

 

[F2] to make further modifications.

 

[F4] to abandon all modifications and revert to original values.

 


FIELDS - CANADIAN TD1 FEDERAL TAX CREDITS

 

  Example Canadian Federal Tax Credits Table display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                       CANADIAN FEDERAL TAX TABLE OPTIONS                       â”‚
│                                                                                â”‚
│TD1 FEDERAL TAX CREDIT                                                          â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│  1 TD1 DEFAULT                   7,634.00                                      â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** M=MODIFY   F3=BACK UP   F4=END:  _                                           â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** M=MODIFY   F3=BACK UP   F4=END:

 

"M" to modify field values.

 

The cursor is positioned in the TD1 DEFAULT field.

 

 

[F3] to return to the jurisdiction options.

 

[F4] to exit to menu.

 

1 TD1 DEFAULT

 

Enter the TD1 federal tax credit amount.

 

[Enter] to accept the displayed value.

 

[F3] to return to the previous field.

 

** OK TO UPDATE? (ENTER=UPDATE  F2=MODIFY  F4=BYPASS):

 

[Enter] to update modifications.

 

You are returned to the jurisdiction options.

 

 

[F2] to make further modifications.

 

[F4] to abandon all modifications and revert to original values.

 


FIELDS - CANADIAN FEDERAL TABLE OF INSURABLE EARNINGS

 

Example Canadian Federal Employment Insurance Rate display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                       CANADIAN FEDERAL TAX TABLE OPTIONS                       â”‚
│                                                                                â”‚
│EMPLOYMENT INSURANCE RATE                                                       â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│     01 PREMIUM RATE                                  2.2000                    â”‚
│     02 MAXIMUM ANNUAL PREMIUM                        858.00                    â”‚
│     03 MAXIMUM ANNUAL INSURABLE EARNINGS          39,000.00                    â”‚
│     04 EMPLOYER'S PREMIUM MULTIPLIER                 1.4000                    â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│# TO MODIFY   F3=BACK UP   F4=END:  _                                           â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
# TO MODIFY   F3=BACK UP   F4=END:

 

Enter the line number to modify.

 

The cursor is positioned in the PREMIUM RATE field.

 

 

[F3] to return to the jurisdiction options.

 

[F4] to exit to menu.

 

01 PREMIUM RATE

 

Enter the premium rate value.

 

[Enter] to accept the displayed value.

 

The cursor advances to the MAXIMUM ANNUAL PREMIUM field.

 

 

02 MAXIMUM ANNUAL PREMIUM

 

Enter the maximum annual premium amount.

 

[Enter] to accept the displayed value.

 

The cursor advances to the MAXIMUM ANNUAL INSURABLE EARNINGS field.

 

 

03 MAXIMUM ANNUAL INSURABLE EARNINGS

 

Enter the maximum annual insurable earnings amount.

 

[Enter] to accept the displayed value.

 

The cursor advances to the EMPLOYER'S PREMIUM MULTIPLIER field.

 

 

04 EMPLOYER'S PREMIUM MULTIPLIER

 

Enter the employer premium multiplier factor.

 

[Enter] to accept the displayed value.


** OK TO UPDATE? (ENTER=UPDATE  F2=MODIFY  F4=BYPASS):

 

[Enter] to update modifications.

 

You are returned to the jurisdiction options.

 

 

[F2] to make further modifications.

 

[F4] to abandon all modifications and revert to original values.

 

 

FIELDS - CANADIAN FEDERAL CANADA PENSION PLAN FACTORS

 

Example Canadian Federal Canada Pension Plan display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                       CANADIAN FEDERAL TAX TABLE OPTIONS                       â”‚
│                                                                                â”‚
│CANADA PENSION PLAN                                                             â”‚
│────────────────────────────────────────────────────────────────────────────────│
│  1 CPP RATE                             4.7000                                 â”‚
│  2 MAXIMUM ANNUAL CONTRIBUTION         1673.20                                 â”‚
│  3 MAX. ANN. PENSIONABLE EARNINGS       39,100                                 â”‚
│  4 BASIC EXEMPTION                       3,500                                 â”‚
│  5 MINIMUM AGE                              18                                 â”‚
│  6 MAXIMUM AGE                              70                                 â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** M=MODIFY   F3=BACK UP   F4=END:  _                                           â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
M=MODIFY   F3=BACK UP   F4=END:

 

"M" to modify field values.

 

The cursor is positioned in the CPP RATE field.

 

 

[F3] to return to the jurisdiction options.

 

[F4] to exit to menu.

 

CPP RATE

 

Enter the desired rate.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the MAXIMUM ANNUAL CONTRIBUTION field.

 

 

[F3] to return to previous field.

 

MAXIMUM ANNUAL CONTRIBUTION

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the MAX. ANN. PENSIONABLE EARNINGS field.

 

 

[F3] to return to previous field.

 

MAX. ANN. PENSIONABLE EARNINGS

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the BASIC EXEMPTION field.

 

 

[F3] to return to previous field.

 

BASIC EXEMPTION

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the MINIMUM AGE field.

 

 

[F3] to return to previous field.

 

MINIMUM AGE

 

Enter the desired value.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the MAXIMUM AGE field.

 

 

[F3] to return to previous field.

 

MAXIMUM AGE

 

Enter the desired value.

 

[Enter] to accept the displayed value.

 

The following prompt is displayed.

 

 

[F3] to return to previous field.

 

** OK TO UPDATE? (ENTER=UPDATE  F2=MODIFY  F4=BYPASS):

 

[Enter] to update modifications.

 

You are returned to the jurisdiction options.

 

 

[F2] to make further modifications.

 

[F4] to abandon all modifications and revert to original values.

 


FIELDS - CANADIAN PROVINCIAL TAX TABLES

 

Example Canadian Provincial Tax Table display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                    TABLE 5 - TAX TABLE FOR ON                                  â”‚
│                                                                                â”‚
│ LINE          FROM            TO            -R-                 -K-            â”‚
│  00               0         31,893          .0605                   0          â”‚
│  01          31,893         63,786          .0915                 989          â”‚
│  02          63,786        999,999          .1116               2,271          â”‚
│  03               0              0          .0000                   0          â”‚
│  04               0              0          .0000                   0          â”‚
│  05               0              0          .0000                   0          â”‚
│  06               0              0          .0000                   0          â”‚
│  07               0              0          .0000                   0          â”‚
│  08               0              0          .0000                   0          â”‚
│  09               0              0          .0000                   0          â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** ENTER LINE # TO MODIFY; CR TO EXIT:                                          â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** ENTER LINE # TO MODIFY; CR TO EXIT:

 

Enter the line number to modify.

 

The cursor is positioned in the TAXABLE INCOME TO field of the line selected. If you wish to define a new range or remove an existing range see PROCEDURE -  ADD/REMOVE A RANGE.

 

 

[Enter] for modifications complete.

 

[F3] to return to jurisdicition options.

 

TAXABLE INCOME
INCOME NOT EXCEEDING - ENTER 999999 FOR LAST ENTRY

 

Enter the maximum amount for the income range.

 

[Enter] to accept the displayed value.

 

If this is the final range of the tax table select "99999". The cursor is positioned in the -R- field.

 

 

[F3] to return to the previous field.

 

-R-

 

Enter the desired rate.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the -K- field.

 

 

[F3] to return to the previous field.

 

-K-

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

[F3] to return to the previous field.

 

** CR TO UPDATE; F2 TO MODIFY; F4 TO SKIP UPDATING:

 

[Enter] to update modifications.

 

[F2] to make further modifications.

 

[F4] to abandon all modifications and revert to original values.

 

 

PROCEDURE - ADD/REMOVE A RANGE

 

Before modifying the tax table it's a good idea to print a screen dump - [ESC]"P" - so you will have an accurate list of the existing ranges and field values. You will need to know the original ranges and field values when you add or remove ranges, or if you need to restore the original settings. The range of the last line of the table must end with "999999".

 

To add a new range at the end of the existing ranges, modify the TO field of the existing last range to the amount you wish to start the new range. Modify the -R- and -K- fields as desired. You will then be able to modify the next line and set it's TO field to "999999" and the -R- and -K- fields to their original values.

 

To add a new range at the beginning or in the midst of the existing ranges, modify the TO field of the line which will be the new range to the amount you wish to end the new range. You must then modify each successive line to recreate the remainder of the original ranges again.

 

To remove a range modify the TO field of the range you wish to remove to match the amount displayed in the field immediately below it. When you have modified all succeeding lines you should have a duplicate last line whose range ends at "999999". To remove the duplicate last line, modify all of its values to "0".

 

 

FIELDS - CANADIAN PROVINCIAL BASIC EXEMPTION

 

Example Canadian Provincial Basic Personal Amount display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                    PROVINCIAL BASIC PERSONAL AMOUNT (TD1ON)                    â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│     BASIC AMOUNT:     7,686                                                    â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│     ENTER NEW AMOUNT (or CR for same) -                                        â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
ENTER NEW AMOUNT (or CR for same)

 

Enter the desired amount.

 

[Enter] for modifications complete.

 

[F3] to return to the jurisdiction options.

 

[F4] to exit to menu.

 

BASIC AMOUNT

 

Enter the TD1 provincial exemption amount.

 

[Enter] to accept the displayed value.

 

[F3] to return to the previous field.

 

** CR TO UPDATE; F2 TO MODIFY; F4 TO SKIP UPDATING:

[Enter] to update modifications.

You are returned to the jurisdiction options.

[F2] to make further modifications.

[F4] to abandon all modifications and revert to original values.

 

 

FIELDS - CANADIAN PROVINCIAL TAX RATES    

 

Example Canadian Provincial Tax Table display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                     CANADIAN PROVINCIAL TAX TABLE OPTIONS                      â”‚
│                                                                                â”‚
│PROVINCIAL RATES                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ PROVINCE CODE                                    ON  ONTARIO                   â”‚
│                                                                                â”‚
│ PROVINCIAL TAX RATE (V)                            .0000                       â”‚
│                                                                                â”‚
│ PROVINCIAL SURTAX RATE (V1)                    1   .2000   2   .3600           â”‚
│ SURTAx THRESHOLD FOR V1                        1   3,685   2   4,648           â”‚
│                                                                                â”‚
│ PROVINCIAL TAX REDUCTION RATE (S)                  .0000                       â”‚
│ PROVINCIAL TAX REDUCTION CEILING                     161                       â”‚
│ PROVINCIAL TAX REDUCTION THRESHOLD                   328                       â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** M=MODIFY   F3=BACK UP   F4=END:  _                                           â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** M=MODIFY   F3=BACK UP   F4=END:

 

"M" to modify field values.

 

The cursor is positioned in the PROVINCIAL TAX RATE (V) field.

 

 

[F3] to return to the jurisdiction options.

 

[F4] to exit to menu.

 

PROVINCIAL TAX RATE (V)

 

Enter the desired rate

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the PROVINCIAL SURTAX RATE (V1) field.

 

 

[F3] to return to the previous field.

 

PROVINCIAL SURTAX RATE (V1)

 

Enter the desired rate.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the SURTAX THRESHOLD FOR V1 field.

 

 

[F3] to return to the previous field.

 

SURTAX THRESHOLD FOR V1

 

Enter the desired rate.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the PROVINCIAL TAX REDUCTION RATE (S) field.

 

 

[F3] to return to the previous field.

 

PROVINCIAL TAX REDUCTION RATE (S)

 

Enter the desired rate.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the PROVINCIAL TAX REDUCTION CEILING field.

 

 

[F3] to return to the previous field.

 

PROVINCIAL TAX REDUCTION CEILING

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the PROVINCIAL TAX REDUCTION THRESHOLD field.

 

 

[F3] to return to the previous field.

 

PROVINCIAL TAX REDUCTION THRESHOLD

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

The following prompt is displayed.

 

 

[F3] to return to the previous field.

 

** OK TO UPDATE? (ENTER=UPDATE  F2=MODIFY  F4=BYPASS):

 

[Enter] to update modifications.

 

You are returned to the PROVINCE CODE field.

 

 

[F2] to make further modifications.

 

[F4] to abandon all modifications and revert to original values.

 

You are returned to the PROVINCE CODE field.

 

 


FIELDS - US FEDERAL TAX TABLES

 

** FOR SINGLE OR MARRIED INDIVIDUALS (S/M):

 

"S" to display table for single marital status.

 

"M" to display table for married marital status.

 

After displaying and modifying the table you have the option of displaying the other table.

 

Example US Federal Tax Table for Marital Status M display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                    TABLE 5 - TAX TABLE FOR US FOR MARITAL STATUS M             â”‚
│                                                                                â”‚
│ LINE          FROM            TO            -R-                 -K-            â”‚
│  00               0          6,450          .0000                   0          â”‚
│  01           6,450         18,450          .1000                   0          â”‚
│  02          18,450         51,550          .1500               1,200          â”‚
│  03          51,550        109,700          .2700               6,165          â”‚
│  04         109,700        176,800          .3000              21,866          â”‚
│  05         176,800        311,900          .3500              41,996          â”‚
│  06         311,900        999,999          .3860              89,281          â”‚
│  07               0              0          .0000                   0          â”‚
│  08               0              0          .0000                   0          â”‚
│  09               0              0          .0000                   0          â”‚
│                                                                                â”‚
│                                                                                â”‚
│** ENTER LINE # TO MODIFY; CR TO EXIT:                                          â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** ENTER LINE # TO MODIFY; CR TO EXIT:

 

Enter the line number you wish to modify.

 

The cursor is positioned in the TO field of the line selected. If you wish to define a new range or remove an existing range see PROCEDURE - ADD/REMOVE A RANGE.

 

 

[Enter] for modifications complete.

 

TO
INCOME NOT EXCEEDING - ENTER 999999 FOR LAST ENTRY

 

Enter the maximum amount for the income range.

 

If this is the final range of the tax table select "99999". The cursor is positioned in the -R- field.

 

 

[Enter] to accept the displayed value.

 

[F3] to return to the previous field.

 

-R-

 

Enter the desired rate.

 

The cursor is positioned in the -K- field.

 

 

[Enter] to accept the displayed value.

 

[F3] to return to the previous field.


-K-

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

[F3] to return to the previous field.

 

** CR TO UPDATE; F2 TO MODIFY; F4 TO SKIP UPDATING:

 

[Enter] to update modifications.

 

[F2] to make further modifications.

 

[F4] to abandon all modifications and revert to original values.

 

** CR TO VIEW TABLE FOR SINGLE/MARRIED INDIVIDUALS; F4 TO EXIT

 

[Enter] to display table.

 

[F3] to return to the previous field.

 

[F4] to return to the jurisdiction options.

 

 

PROCEDURE - ADD/REMOVE A RANGE

 

Before modifying the tax table it's a good idea to print a screen dump - [ESC]"P" - so you will have an accurate list of the existing ranges and field values. You will need to know the original ranges and field values when you add or remove ranges, or if you need to restore the original settings. The range of the last line of the table must end with "999999".

 

To add a new range at the end of the existing ranges, modify the TO field of the existing last range to the amount you wish to start the new range. Modify the -R- and -K- fields as desired. You will then be able to modify the next line and set it's TO field to "999999" and the -R- and -K- fields to their original values.

 

To add a new range at the beginning or in the midst of the existing ranges, modify the TO field of the line which will be the new range to the amount you wish to end the new range. You must then modify each successive line to recreate the remainder of the original ranges again.

 

To remove a range modify the TO field of the range you wish to remove to match the amount displayed in the field immediately below it. When you have modified all succeeding lines you should have a duplicate last line whose range ends at "999999". To remove the duplicate last line, modify all of its values to "0".

 


FIELDS - US FEDERAL W-4 BASIC ANNUAL ALLOWANCE

 

Example US Federal W-4 Basic Annual Withholdoing Allowance display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                          US FEDERAL TAX TABLE OPTIONS                          â”‚
│                                                                                â”‚
│W-4 EMPLOYEES WITHHOLDING ALLOWANCE                                             â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│  1 EXEMPTION PER ALLOWANCE       3,000.00                                      â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** M=MODIFY   F3=BACK UP   F4=END:  _                                           â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** M=MODIFY   F3=BACK UP   F4=END:

 

"M" to modify field values.

 

The cursor is positioned in the EXEMPTION PER ALLOWANCE field.

 

 

[F3] to return to the jurisdiction options.

 

[F4] to exit to menu.

 

EXEMPTION PER ALLOWANCE

 

Enter the exemption amount.

 

[Enter] to accept the displayed value.

 

[F3] to return to the previous field.

 

** OK TO UPDATE? (ENTER=UPDATE  F2=MODIFY  F4=BYPASS):

 

[Enter] to update modifications.

 

[F2] to make further modifications.

 

[F4] to abandon all modifications and revert to original values.

 


FIELDS - US FEDERAL SOCIAL SECURITY TAX RATE

 

Example US Federal Social Security Tax display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                          US FEDERAL TAX TABLE OPTIONS                          â”‚
│                                                                                â”‚
│SOCIAL SECURITY TAX PARAMETERS                                                  â”‚
│────────────────────────────────────────────────────────────────────────────────│
│  1 SOCIAL SECURITY RATE                  .0620                                 â”‚
│  2 MAXIMUM ANNUAL CONTRIBUTION         5263.80                                 â”‚
│  3 MAX. ANN. TAxaBLE EARNINGS           84,900                                 â”‚
│  4 BASIC EXEMPTION                           0                                 â”‚
│  5 MINIMUM AGE                              00                                 â”‚
│  6 MAXIMUM AGE                              00                                 â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** M=MODIFY   F3=BACK UP   F4=END:  _                                           â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** M=MODIFY   F3=BACK UP   F4=END:

 

"M" to modify field values.

 

The cursor is positioned in the SOCIAL SECURITY RATE field.

 

 

[F3] to return to the jurisdiction options.

 

[F4] to exit to menu.

 

SOCIAL SECURITY RATE

 

Enter the desired rate.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the MAXIMUM ANNUAL CONTRIBUTION field.

 

 

[F3] to return to the previous field.

 

MAXIMUM ANNUAL CONTRIBUTION

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the MAX. ANN. TAXABLE EARNINGS field.

 

 

[F3] to return to the previous field.

 

MAX. ANN. TAXABLE EARNINGS

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the BASIC EXEMPTION field.

 

 

[F3] to return to the previous field.


BASIC EXEMPTION

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the MINIMUM AGE field.

 

 

[F3] to return to the previous field.

 

MINIMUM AGE

 

Enter the desired value.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the MAXIMUM AGE field.

 

 

[F3] to return to the previous field.

 

MAXIMUM AGE

 

Enter the desired value.

 

[Enter] to accept the displayed value.

 

The following prompt is displayed.

 

 

[F3] to return to the previous field.

 

** OK TO UPDATE? (ENTER=UPDATE  F2=MODIFY  F4=BYPASS):

 

[Enter] to update modifications.

 

[F2] to make further modifications.

 

[F4] to abandon all modifications and revert to original values.

 

 

FIELDS - US FEDERAL MEDICARE TAX RATE

 

Example US Federal Medicare Tax Rate display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                          US FEDERAL TAX TABLE OPTIONS                          â”‚
│                                                                                â”‚
│MEDICARE TAX RATE                                                               â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│     MEDICARE RATE                                    1.4500                    â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│F2 TO MODIFY   F3=BACK UP   F4=END:  _                                          â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
F2 TO MODIFY   F3=BACK UP   F4=END:

 

[F2] to modify field values.

 

The cursor is positioned in the MEDICARE RATE field.

 

 

[F3] to return to the jurisdiction options.

 

[F4] to exit to menu.

 

MEDICARE RATE

 

Enter the desired rate.

 

[Enter] to accept the displayed value.

 

[F3] to return to the previous field.

 

** OK TO UPDATE? (ENTER=UPDATE  F2=MODIFY  F4=BYPASS):

 

[Enter] to update modifications.

 

[F2] to make further modifications.

 

[F4] to aAbandon all modifications and revert to original values.

 

 

FIELDS - US FEDERAL UNEMPLOYMENT TAX (FUTA)

 

Example US Federal Unemployment Tax (FUTA) display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                          US FEDERAL TAX TABLE OPTIONS                          â”‚
│                                                                                â”‚
│FEDERAL UNEMPLOYMENT TAX (FUTA)                                                 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│  1 FUTA RATE (%)                        6.20                                   â”‚
│  2 PER EMPLOYEE LIMIT                   434.00                                 â”‚
│  3 PER EMPLOYEE INCOME LIMIT             7,000                                 â”‚
│  4 BASIC EXEMPTION                           0                                 â”‚
│  5 STATE UNEMPLOYMENT TAx CREDIT (%)    5.40                                   â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** M=MODIFY   F3=BACK UP   F4=END:  _                                           â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** M=MODIFY   F3=BACK UP   F4=END:

 

"M" to modify field values.

 

The cursor is positioned in the FUTA RATE (%) field.

 

 

[F3] to return to the jurisdiction options.

 

[F4] to exit to menu.

 

FUTA RATE (%)

 

Enter the desired rate

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the PER EMPLOYEE LIMIT field.

 

 

[F3] to return to the previous field.


PER EMPLOYEE LIMIT

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the PER EMPLOYEE INCOME LIMIT field.

 

 

[F3] to return to the previous field.

 

PER EMPLOYEE INCOME LIMIT

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the BASIC EXEMPTION field.

 

 

[F3] to return to the previous field.

 

BASIC EXEMPTION

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the STATE UNEMPLOYMENT TAX CREDIT (%) field.

 

 

[F3] to return to the previous field.

 

STATE UNEMPLOYMENT TAX CREDIT (%)

 

Enter the desired rate.

 

[Enter] to accept the displayed value.

 

The following prompt is displayed.

 

 

[F3] to return to the previous field.

 

** OK TO UPDATE? (ENTER=UPDATE  F2=MODIFY  F4=BYPASS):

 

[Enter] to update the modifications.

 

[F2] to make further modifications.

 

[F4] to abandon all modifications and revert to original values.

 

 

FIELDS - US FEDERAL ADVANCED EARNED INCOME CREDIT (EIC) TABLES

 

** FOR SINGLE OR MARRIED INDIVIDUALS (S/M):

 

"S" to display table for single marital status.

 

"M" to display table for married marital status.

 

After displaying and modifying the table you have the option of displaying the other table.


Example US Federal Advanced EIC Table for Marital Status S display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                    TABLE 5 - TAX TABLE FOR ID FOR MARITAL STATUS S             â”‚
│                                                                                â”‚
│ LINE          FROM            TO            -R-                 -K-            â”‚
│  00               0          1,650          .0000                   0          â”‚
│  01           1,650          2,706          .0160                   0          â”‚
│  02           2,706          3,763          .0360                  17          â”‚
│  03           3,763          4,819          .0410                  55          â”‚
│  04           4,819          5,876          .0510                  98          â”‚
│  05           5,876          6,932          .0610                 152          â”‚
│  06           6,932          9,573          .0710                 216          â”‚
│  07           9,573         22,779          .0740                 404          â”‚
│  08          22,779        999,999          .0780               1,381          â”‚
│  09               0              0          .0000                   0          â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** ENTER LINE # TO MODIFY; CR TO EXIT:                                          â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** ENTER LINE # TO MODIFY; CR TO EXIT:

 

Enter the line number to modify.

 

[Enter] for modifications complete.

 

The cursor is positioned in the TO field of the line selected. If you wish to define a new range or remove an existing range see PROCEDURE - ADD/REMOVE A RANGE.

 

 

TO
INCOME NOT EXCEEDING - ENTER 999999 FOR LAST ENTRY

 

Enter the maximum amount for the income range.

 

[Enter] to accept the displayed value.

 

If this is the final range of the tax table select "99999". The cursor is positioned in the -R- field.

 

 

[F3] to return to the previous field.

 

-R-

 

Enter the desired rate.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the -K- field.

 

 

[F3] to return to the previous field.

 

-K-

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

[F3] to return to the previous field.

 

** CR TO UPDATE; F2 TO MODIFY; F4 TO SKIP UPDATING:

 

[Enter] to update modifications.

 

[F2] to make further modifications.

 

[F4] to abandon all modifications and revert to original values.

 

** CR TO VIEW TABLE FOR SINGLE/MARRIED INDIVIDUALS; F4 TO EXIT

 

[Enter] to display table.

 

[F3] to return to the previous field.

 

[F4] to exit and return to the jurisdiction options.

 

 

PROCEDURE - ADD/REMOVE A RANGE

 

Before modifying the tax table it's a good idea to print a screen dump ([ESC]"P") so you will have an accurate list of the existing ranges and field values. You will need to know the original ranges and field values when you add or remove ranges, or if you need to restore the original settings. The range of the last line of the table must end with "999999".

 

To add a new range at the end of the existing ranges, modify the TO field of the existing last range to the amount you

wish to start the new range. Modify the -R- and -K- fields as desired. You will then be able to modify the next line and set it's TO field to "999999" and the -R- and -K- fields to their original values.

 

To add a new range at the beginning or in the midst of the existing ranges, modify the TO field of the line which will be the new range to the amount you wish to end the new range. You must then modify each successive line to recreate the remainder of the original ranges again.

 

To remove a range modify the TO field of the range you wish to remove to match the amount displayed in the field immediately below it. When you have modified all succeeding lines you should have a duplicate last line whose range ends at "999999". To remove the duplicate last line, modify all of its values to "0".

 

 

FIELDS - US STATE TAX TABLES

 

Example US State Tax Table for Marital Status S display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                    TABLE 5 - TAX TABLE FOR ID FOR MARITAL STATUS S             â”‚
│                                                                                â”‚
│ LINE          FROM            TO            -R-                 -K-            â”‚
│  00               0          1,650          .0000                   0          â”‚
│  01           1,650          2,706          .0160                   0          â”‚
│  02           2,706          3,763          .0360                  17          â”‚
│  03           3,763          4,819          .0410                  55          â”‚
│  04           4,819          5,876          .0510                  98          â”‚
│  05           5,876          6,932          .0610                 152          â”‚
│  06           6,932          9,573          .0710                 216          â”‚
│  07           9,573         22,779          .0740                 404          â”‚
│  08          22,779        999,999          .0780               1,381          â”‚
│  09               0              0          .0000                   0          â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** ENTER LINE # TO MODIFY; CR TO EXIT:                                          â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** ENTER LINE # TO MODIFY; CR TO EXIT:

 

Enter the line number to modify.

 

[Enter] for modifications complete.

 

The cursor is positioned in the TO field of the line selected. If you wish to define a new range or remove an existing range see PROCEDURE - ADD/REMOVE A RANGE.

 

 

TO
INCOME NOT EXCEEDING - ENTER 999999 FOR LAST ENTRY

 

Enter the maximum amount for the income range.

 

[Enter] to accept the displayed value.

 

If this is the final range of the tax table select "99999". The cursor is positioned in the -R- field.

 

 

[F3] to return to the previous field.

 

-R-

 

Enter the desired rate.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the -K- field.

 

 

[F3] to return to the previous field.

 

-K-

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

[F3] to return to the previous field.

 

** CR TO UPDATE; F2 TO MODIFY; F4 TO SKIP UPDATING:

 

[Enter] to update modifications.

 

[F2] to make further modifications.

 

[F4] to abandon all modifications and revert to original values.

 

** CR TO VIEW TABLE FOR SINGLE/MARRIED INDIVIDUALS; F4 TO EXIT

 

[Enter] to display table.

 

[F3] to return to the previous field.

 

[F4] to exit and return to the jurisdiction options.

 

 

PROCEDURE - ADD/REMOVE A RANGE

 

Before modifying the tax table it's a good idea to print a screen dump ([ESC]"P") so you will have an accurate list of the existing ranges and field values. You will need to know the original ranges and field values when you add or remove ranges, or if you need to restore the original settings. The range of the last line of the table must end with "999999".


To add a new range at the end of the existing ranges, modify the TO field of the existing last range to the amount you

wish to start the new range. Modify the -R- and -K- fields as desired. You will then be able to modify the next line and set it's TO field to "999999" and the -R- and -K- fields to their original values.

 

To add a new range at the beginning or in the midst of the existing ranges, modify the TO field of the line which will be the new range to the amount you wish to end the new range. You must then modify each successive line to recreate the remainder of the original ranges again.

 

To remove a range modify the TO field of the range you wish to remove to match the amount displayed in the field immediately below it. When you have modified all succeeding lines you should have a duplicate last line whose range ends at "999999". To remove the duplicate last line, modify all of its values to "0".

 

 

FIELDS - US STATE BASIC EXEMPTION

 

Example US State Basic Exemption display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                    BASIC STATE TAX EXEMPTION - ID                              â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│     BASIC AMOUNT:     2,900                                                    â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│     ENTER NEW AMOUNT (or CR for same) -                                        â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
ENTER NEW AMOUNT (or CR for same)

 

"M" to modify field values.

 

The cursor is positioned in the BASIC AMOUNT field.

 

 

[F3] to return to the jurisdiction options.

 

[F4] to exit to menu.

 

BASIC AMOUNT

 

Enter the exemption amount.

 

[Enter] to accept the displayed value.

 

[F3] to return to the previous field.

 

** CR TO UPDATE; F2 TO MODIFY; F4 TO SKIP UPDATING:

 

[Enter] to update modifications.

 

[F2] to make further modifications.

 

[F4] to abandon all modifications and revert to original values.

 


FIELDS - US STATE UNEMPLOYMENT INSURANCE

 

Example US State Unemployment Insurance Rate display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                            STATE TAX TABLE OPTIONS                             â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│STATE UNEMPLOYMENT INSURANCE RATES - ID                                         â”‚
│                                                                                â”‚
│ 1 TAXABLE WAGE BASE                27,600.00                                   â”‚
│                                                                                â”‚
│ 2 TAX RATE (%)                     1.00                                        â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** 'M' TO MODIFY; 'D' TO DELETE; F4 TO EXIT: _                                  â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** 'M' TO MODIFY; 'D' TO DELETE; F4 TO EXIT:

 

"M" to modify field values.

 

"D" to delete the table.

 

[F4] to exit and return to the jurisdiction options.

 

** FIELD NUMBER (CR TO CONTINUE):

 

Enter the number of the field to modify.

 

[Enter] for modifications complete.

 

1 TAXABLE WAGE BASE

 

Enter the desired amount.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the TAX RATE (%) field.

 

 

[F3] to return to the previous field.

 

2 TAX RATE (%)

 

Enter the desired percentage.

 

[Enter] to accept the displayed value.

 

The following prompt is displayed.

 

 

[F3] to return to the previous field.

 

** OK TO UPDATE? (CR TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to update modifications.

 

[F2] to make further modifications.

 

[F4] to abandon all modifications and revert to original values.

 

 

FIELDS - US STATE WORKER'S BENEFIT PLAN

 

Example US State Worker's Benefit Fund Assesment display:

┌────────────────────────────────────────────────────────────────────────────────┐
│                            STATE TAX TABLE OPTIONS                             â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│WORKER'S BENEFIT FUND - ID                                                      â”‚
│                                                                                â”‚
│ 1 EMPLOYEE ASSESSMENT RATE (%)     0.0000                                      â”‚
│                                                                                â”‚
│ 2 EMPLOYER ASSESSMENT RATE (%)     0.0000                                      â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** 'M' TO MODIFY; 'D' TO DELETE; F4 TO EXIT: _                                  â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** 'M' TO MODIFY; 'D' TO DELETE; F4 TO EXIT:

 

"M" to modify field values.

 

"D" to delete the table.

 

[F4] to exit and return to jurisdiction options.

 

** FIELD NUMBER (CR TO CONTINUE):

 

Enter the number of the field to modify.

 

[Enter] for modifications complete.

 

1 EMPLOYEE ASSESMENT RATE (%)

 

Enter the desired percentage.

 

[Enter] to accept the displayed value.

 

The cursor is positioned in the EMPLOYER ASSESMENT (%) field.

 

 

[F3] to return to the previous field.

 

2 EMPLOYER ASSESMENT RATE (%)

 

Enter the desired percentage.

 

[Enter] to accept the displayed value.

 

The following prompt is displayed.

 

 

[F3] to return to the previous field.

 

** OK TO UPDATE? (CR TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to update modifications.

 

[F2] to make further modifications.

 

[F4] to abandon all modifications and revert to original values.