IdealWare Online Users ManualPR4-12 P/R MAINTENANCE |
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│ PAYROLL TAX TABLE MAINTENANCE │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │CANADA: U.S.: │ │ │ │(1) FEDERAL (11) FEDERAL │ │(2) ONTARIO (12) IDAHO │ │(3) MANITOBA (13) OREGON │ │(4) SASKATCHEWAN (14) UTAH │ │(5) ALBERTA (15) WASHINGTON │ │(6) B.C. │ │(7) YUKON │ │ │ │ │ │ENTER OPTION (1 TO 15): __ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ └────────────────────────────────────────────────────────────────────────────────┘ |
"1".."1""5" to select the desired tax jurisdiction.
2. Canada Federal Options
CANADIAN FEDERAL TAX TABLE OPTIONS
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│ CANADIAN FEDERAL TAX TABLE OPTIONS │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │OPTIONS: │ │ │ │(1) FEDERAL TAX TABLE │ │(2) FEDERAL SURTAX RATE │ │(3) TD1 FEDERAL TAX CREDITS │ │(4) TABLE OF INSURABLE EARNINGS │ │(5) CANADA PENSION PLAN FACTORS │ │ │ │ │ │ │ │ │ │ │ │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
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│ CANADIAN 'ON' PROVINCIAL TAX TABLE OPTIONS │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │OPTIONS: │ │ │ │(1) PROVINCIAL TAX TABLE │ │(2) PROVINCIAL BASIC EXEMPTION │ │(3) PROVINCIAL TAX RATES │ │(4) ONTARIO HEALTH PREMIUM TABLE │ │ │ │ │ │ │ │ │ │ │ │ │ │ENTER OPTION (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
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│ U.S. FEDERAL TAX TABLE OPTIONS │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │OPTIONS: │ │ │ │(1) FEDERAL TAX TABLES │ │(2) W-4 BASIC ANNUAL ALLOWANCE │ │(3) SOCIAL SECURITY TAX RATE │ │(4) MEDICARE TAX RATE │ │(5) FEDERAL UNEMPLOYMENT TAX (FUTA) │ │(6) ADVANCE EARNED INCOME CREDIT (EIC) TABLES │ │ │ │ │ │ │ │ │ │ENTER OPTION (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
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│ U.S. STATE TAX TABLE OPTIONS │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │OPTIONS: │ │ │ │(1) STATE TAX TABLES │ │(2) STATE BASIC EXEMPTION │ │(3) STATE UNEMPLOYMENT INSURANCE │ │(4) WORKER'S BENEFIT PLAN │ │ │ │ │ │ │ │ │ │ │ │ │ │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:
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│ CANADIAN FEDERAL TAX TABLE OPTIONS │ │ │ │FEDERAL TAX TABLE │ │────────────────────────────────────────────────────────────────────────────────│ │ ----TAXABLE INCOME---- RATE CONSTANT │ │ LINE FROM TO R K │ │────────────────────────────────────────────────────────────────────────────────│ │ 01 0 31,677 .1600 0 │ │ 02 31,677 63,354 .2200 1,901 │ │ 03 63,354 103,000 .2600 4,435 │ │ 04 103,000 999,999 .2900 7,525 │ │ 05 0 0 .0000 0 │ │ 06 0 0 .0000 0 │ │ 07 0 0 .0000 0 │ │ 08 0 0 .0000 0 │ │ 09 0 0 .0000 0 │ │ 10 0 0 .0000 0 │ │ 11 0 0 .0000 0 │ │ 12 0 0 .0000 0 │ │ 13 0 0 .0000 0 │ │────────────────────────────────────────────────────────────────────────────────│ │# 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.
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.
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.
Enter the desired amount.
[Enter] to accept the displayed value.
[F3] to return to the previous field.
[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:
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│ CANADIAN FEDERAL TAX TABLE OPTIONS │ │ │ │FEDERAL SURTAX RATE │ │────────────────────────────────────────────────────────────────────────────────│ │ 1 SURTAX RATE 1 .0000 │ │ 2 FEDERAL TAx MINIMUM 1 0 │ │ │ │ 3 SURTAX RATE 2 .0000 │ │ 4 FEDERAL TAX MINIMUM 2 0 │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │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.
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.
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.
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.
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.
[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:
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│ CANADIAN FEDERAL TAX TABLE OPTIONS │ │ │ │TD1 FEDERAL TAX CREDIT │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │ 1 TD1 DEFAULT 7,634.00 │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** 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.
Enter the TD1 federal tax credit amount.
[Enter] to accept the displayed value.
[F3] to return to the previous field.
[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:
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│ CANADIAN FEDERAL TAX TABLE OPTIONS │ │ │ │EMPLOYMENT INSURANCE RATE │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │ 01 PREMIUM RATE 2.2000 │ │ 02 MAXIMUM ANNUAL PREMIUM 858.00 │ │ 03 MAXIMUM ANNUAL INSURABLE EARNINGS 39,000.00 │ │ 04 EMPLOYER'S PREMIUM MULTIPLIER 1.4000 │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │# 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.
Enter the premium rate value.
[Enter] to accept the displayed value.
The cursor advances to the MAXIMUM ANNUAL PREMIUM field.
Enter the maximum annual premium amount.
[Enter] to accept the displayed value.
The cursor advances to the MAXIMUM ANNUAL INSURABLE EARNINGS field.
Enter the maximum annual insurable earnings amount.
[Enter] to accept the displayed value.
The cursor advances to the EMPLOYER'S PREMIUM MULTIPLIER field.
Enter the employer premium multiplier factor.
[Enter] to accept the displayed value.
[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:
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│ CANADIAN FEDERAL TAX TABLE OPTIONS │ │ │ │CANADA PENSION PLAN │ │────────────────────────────────────────────────────────────────────────────────│ │ 1 CPP RATE 4.7000 │ │ 2 MAXIMUM ANNUAL CONTRIBUTION 1673.20 │ │ 3 MAX. ANN. PENSIONABLE EARNINGS 39,100 │ │ 4 BASIC EXEMPTION 3,500 │ │ 5 MINIMUM AGE 18 │ │ 6 MAXIMUM AGE 70 │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** 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.
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.
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.
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.
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.
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.
Enter the desired value.
[Enter] to accept the displayed value.
The following prompt is displayed.
[F3] to return to previous field.
[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:
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│ TABLE 5 - TAX TABLE FOR ON │ │ │ │ LINE FROM TO -R- -K- │ │ 00 0 31,893 .0605 0 │ │ 01 31,893 63,786 .0915 989 │ │ 02 63,786 999,999 .1116 2,271 │ │ 03 0 0 .0000 0 │ │ 04 0 0 .0000 0 │ │ 05 0 0 .0000 0 │ │ 06 0 0 .0000 0 │ │ 07 0 0 .0000 0 │ │ 08 0 0 .0000 0 │ │ 09 0 0 .0000 0 │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │** 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.
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.
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.
Enter the desired amount.
[Enter] to accept the displayed value.
[F3] to return to the previous field.
[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:
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│ PROVINCIAL BASIC PERSONAL AMOUNT (TD1ON) │ │ │ │ │ │ │ │ │ │ BASIC AMOUNT: 7,686 │ │ │ │ │ │ │ │ │ │ │ │ │ │ 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.
Enter the TD1 provincial exemption amount.
[Enter] to accept the displayed value.
[F3] to return to the previous field.
[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:
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│ CANADIAN PROVINCIAL TAX TABLE OPTIONS │ │ │ │PROVINCIAL RATES │ │────────────────────────────────────────────────────────────────────────────────│ │ PROVINCE CODE ON ONTARIO │ │ │ │ PROVINCIAL TAX RATE (V) .0000 │ │ │ │ PROVINCIAL SURTAX RATE (V1) 1 .2000 2 .3600 │ │ SURTAx THRESHOLD FOR V1 1 3,685 2 4,648 │ │ │ │ PROVINCIAL TAX REDUCTION RATE (S) .0000 │ │ PROVINCIAL TAX REDUCTION CEILING 161 │ │ PROVINCIAL TAX REDUCTION THRESHOLD 328 │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** 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.
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.
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.
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.
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.
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.
Enter the desired amount.
[Enter] to accept the displayed value.
The following prompt is displayed.
[F3] to return to the previous field.
[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
"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:
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│ TABLE 5 - TAX TABLE FOR US FOR MARITAL STATUS M │ │ │ │ LINE FROM TO -R- -K- │ │ 00 0 6,450 .0000 0 │ │ 01 6,450 18,450 .1000 0 │ │ 02 18,450 51,550 .1500 1,200 │ │ 03 51,550 109,700 .2700 6,165 │ │ 04 109,700 176,800 .3000 21,866 │ │ 05 176,800 311,900 .3500 41,996 │ │ 06 311,900 999,999 .3860 89,281 │ │ 07 0 0 .0000 0 │ │ 08 0 0 .0000 0 │ │ 09 0 0 .0000 0 │ │ │ │ │ │** 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.
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.
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.
Enter the desired amount.
[Enter] to accept the displayed value.
[F3] to return to the previous field.
[Enter] to update modifications.
[F2] to make further modifications.
[F4] to abandon all modifications and revert to original values.
[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:
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│ US FEDERAL TAX TABLE OPTIONS │ │ │ │W-4 EMPLOYEES WITHHOLDING ALLOWANCE │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │ 1 EXEMPTION PER ALLOWANCE 3,000.00 │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** 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.
Enter the exemption amount.
[Enter] to accept the displayed value.
[F3] to return to the previous field.
[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:
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│ US FEDERAL TAX TABLE OPTIONS │ │ │ │SOCIAL SECURITY TAX PARAMETERS │ │────────────────────────────────────────────────────────────────────────────────│ │ 1 SOCIAL SECURITY RATE .0620 │ │ 2 MAXIMUM ANNUAL CONTRIBUTION 5263.80 │ │ 3 MAX. ANN. TAxaBLE EARNINGS 84,900 │ │ 4 BASIC EXEMPTION 0 │ │ 5 MINIMUM AGE 00 │ │ 6 MAXIMUM AGE 00 │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** 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.
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.
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.
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.
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.
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.
Enter the desired value.
[Enter] to accept the displayed value.
The following prompt is displayed.
[F3] to return to the previous field.
[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:
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┌────────────────────────────────────────────────────────────────────────────────â”
│ US FEDERAL TAX TABLE OPTIONS │ │ │ │MEDICARE TAX RATE │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │ MEDICARE RATE 1.4500 │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │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.
Enter the desired rate.
[Enter] to accept the displayed value.
[F3] to return to the previous field.
[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:
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┌────────────────────────────────────────────────────────────────────────────────â”
│ US FEDERAL TAX TABLE OPTIONS │ │ │ │FEDERAL UNEMPLOYMENT TAX (FUTA) │ │────────────────────────────────────────────────────────────────────────────────│ │ 1 FUTA RATE (%) 6.20 │ │ 2 PER EMPLOYEE LIMIT 434.00 │ │ 3 PER EMPLOYEE INCOME LIMIT 7,000 │ │ 4 BASIC EXEMPTION 0 │ │ 5 STATE UNEMPLOYMENT TAx CREDIT (%) 5.40 │ │ │ │ │ │ │ │ │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │** 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.
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.
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.
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.
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.
Enter the desired rate.
[Enter] to accept the displayed value.
The following prompt is displayed.
[F3] to return to the previous field.
[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
"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:
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┌────────────────────────────────────────────────────────────────────────────────â”
│ TABLE 5 - TAX TABLE FOR ID FOR MARITAL STATUS S │ │ │ │ LINE FROM TO -R- -K- │ │ 00 0 1,650 .0000 0 │ │ 01 1,650 2,706 .0160 0 │ │ 02 2,706 3,763 .0360 17 │ │ 03 3,763 4,819 .0410 55 │ │ 04 4,819 5,876 .0510 98 │ │ 05 5,876 6,932 .0610 152 │ │ 06 6,932 9,573 .0710 216 │ │ 07 9,573 22,779 .0740 404 │ │ 08 22,779 999,999 .0780 1,381 │ │ 09 0 0 .0000 0 │ │ │ │ │ │ │ │ │ │ │ │ │ │** 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.
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.
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.
Enter the desired amount.
[Enter] to accept the displayed value.
[F3] to return to the previous field.
[Enter] to update modifications.
[F2] to make further modifications.
[F4] to abandon all modifications and revert to original values.
[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:
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┌────────────────────────────────────────────────────────────────────────────────â”
│ TABLE 5 - TAX TABLE FOR ID FOR MARITAL STATUS S │ │ │ │ LINE FROM TO -R- -K- │ │ 00 0 1,650 .0000 0 │ │ 01 1,650 2,706 .0160 0 │ │ 02 2,706 3,763 .0360 17 │ │ 03 3,763 4,819 .0410 55 │ │ 04 4,819 5,876 .0510 98 │ │ 05 5,876 6,932 .0610 152 │ │ 06 6,932 9,573 .0710 216 │ │ 07 9,573 22,779 .0740 404 │ │ 08 22,779 999,999 .0780 1,381 │ │ 09 0 0 .0000 0 │ │ │ │ │ │ │ │ │ │ │ │ │ │** 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.
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.
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.
Enter the desired amount.
[Enter] to accept the displayed value.
[F3] to return to the previous field.
[Enter] to update modifications.
[F2] to make further modifications.
[F4] to abandon all modifications and revert to original values.
[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:
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┌────────────────────────────────────────────────────────────────────────────────â”
│ BASIC STATE TAX EXEMPTION - ID │ │ │ │ │ │ │ │ │ │ BASIC AMOUNT: 2,900 │ │ │ │ │ │ │ │ │ │ │ │ │ │ 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.
Enter the exemption amount.
[Enter] to accept the displayed value.
[F3] to return to the previous field.
[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:
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┌────────────────────────────────────────────────────────────────────────────────â”
│ STATE TAX TABLE OPTIONS │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │STATE UNEMPLOYMENT INSURANCE RATES - ID │ │ │ │ 1 TAXABLE WAGE BASE 27,600.00 │ │ │ │ 2 TAX RATE (%) 1.00 │ │ │ │ │ │ │ │ │ │ │ │ │ │** '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.
Enter the number of the field to modify.
[Enter] for modifications complete.
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.
Enter the desired percentage.
[Enter] to accept the displayed value.
The following prompt is displayed.
[F3] to return to the previous field.
[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:
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┌────────────────────────────────────────────────────────────────────────────────â”
│ STATE TAX TABLE OPTIONS │ │ │ │ │ │────────────────────────────────────────────────────────────────────────────────│ │ │ │WORKER'S BENEFIT FUND - ID │ │ │ │ 1 EMPLOYEE ASSESSMENT RATE (%) 0.0000 │ │ │ │ 2 EMPLOYER ASSESSMENT RATE (%) 0.0000 │ │ │ │ │ │ │ │** '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.
Enter the number of the field to modify.
[Enter] for modifications complete.
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.
Enter the desired percentage.
[Enter] to accept the displayed value.
The following prompt is displayed.
[F3] to return to the previous field.
[Enter] to update modifications.
[F2] to make further modifications.
[F4] to abandon all modifications and revert to original values.
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