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IMP l10n_us_hr_payroll for New Mexico 12.0

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Bhoomi Vaishnani
2020-03-30 12:27:33 -04:00
parent 8f31ddd6fe
commit 08857bb8fc
8 changed files with 194 additions and 0 deletions
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1
l10n_us_hr_payroll/__manifest__.py
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@@ -49,6 +49,7 @@ USA Payroll Rules.
'data/state/mt_montana.xml',
'data/state/nc_northcarolina.xml',
'data/state/nj_newjersey.xml',
'data/state/nm_new_mexico.xml',
'data/state/oh_ohio.xml',
'data/state/pa_pennsylvania.xml',
'data/state/tx_texas.xml',

3
l10n_us_hr_payroll/data/final.xml
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@@ -88,6 +88,9 @@
ref('hr_payroll_rule_ee_us_nj_fli'),
ref('hr_payroll_rule_ee_us_nj_sit'),
ref('hr_payroll_rule_er_us_nm_suta'),
ref('hr_payroll_rule_ee_us_nm_sit'),
ref('hr_payroll_rule_er_us_oh_suta'),
ref('hr_payroll_rule_ee_us_oh_sit'),

107
l10n_us_hr_payroll/data/state/nm_new_mexico.xml Normal file
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@@ -0,0 +1,107 @@
<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<!-- Wage Base -->
<data noupdate="1">
<record id="rule_parameter_us_nm_suta_wage_base_2020" model="hr.payroll.rate">
<field name="name">US NM New Mexico SUTA Wage Base</field>
<field name="code">us_nm_suta_wage_base</field>
<field name="parameter_value">25800.0</field>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
</data>
<!-- Rate -->
<data noupdate="1">
<record id="rule_parameter_us_nm_suta_rate_2020" model="hr.payroll.rate">
<field name="name">US NM New Mexico SUTA Rate</field>
<field name="code">us_nm_suta_rate</field>
<field name="parameter_value">1.0</field>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
</data>
<data noupdate="1">
<record id="rule_parameter_us_nm_sit_tax_rate_2020" model="hr.payroll.rate">
<field name="name">US NM New Mexico SIT Tax Rate</field>
<field name="code">us_nm_sit_tax_rate</field>
<field name="parameter_value">{
'single': {
'weekly': ((119, 0.00, 0.0), (225, 0.00, 1.7), (331, 1.80, 3.2), (427, 5.18, 4.7), (619, 9.70, 4.9), (927, 19.13, 4.9), (1369, 34.20, 4.9), ('inf', 55.88, 4.9)),
'bi-weekly': ((238, 0.00, 0.0), (450, 0.00, 1.7), (662, 3.60, 3.2), (854, 10.37, 4.7), (1238, 19.40, 4.9), (1854, 38.25, 4.9), (2738, 68.40, 4.9), ('inf', 111.75, 4.9)),
'semi-monthly': ((258, 0.00, 0.0), (488, 0.00, 1.7), (717, 3.90, 3.2), (925, 11.23, 4.7), (1342, 21.02, 4.9), (2008, 41.44, 4.9), (2967, 74.10, 4.9), ('inf', 121.06, 4.9)),
'monthly': ((517, 0.00, 0.0), (975, 0.00, 1.7), (1433, 7.79, 3.2), (1850, 22.46, 4.7), (2683, 42.04, 4.9), (4017, 82.88, 4.9), (5933, 148.21, 4.9), ('inf', 242.13, 4.9)),
'quarterly': ((1550, 0.00, 0.0), (2925, 0.00, 1.7), (4300, 23.38, 3.2), (5550, 67.38, 4.7), (8050, 126.13, 4.9), (12050, 248.63, 4.9), (17800, 444.63, 4.9), ('inf', 726.38, 4.9)),
'semi-annual': ((3100, 0.00, 0.0), (5850, 0.00, 1.7), (8600, 46.75, 3.2), (11100, 134.75, 4.7), (16100, 252.25, 4.9), (24100, 497.25, 4.9), (35600, 889.25, 4.9), ('inf', 1452.75, 4.9)),
'annually': ((6200, 0.00, 0.0), (11700, 0.00, 1.7), (17200, 93.50, 3.2), (22200, 269.50, 4.7), (32200, 504.50, 4.9), (48200, 994.50, 4.9), (71200, 1778.50, 4.9), ('inf', 2905.50, 4.9)),
},
'married': {
'weekly': ((238, 0.00, 0.0), (392, 0.00, 1.7), (546, 2.62, 3.2), (700, 7.54, 4.7), (1008, 14.77, 4.9), (1469, 29.85, 4.9), (2162, 52.46, 4.9), ('inf', 86.38, 4.9)),
'bi-weekly': ((477, 0.00, 0.0), (785, 0.00, 1.7), (1092, 5.23, 3.2), (1400, 15.08, 4.7), (2015, 29.54, 4.9), (2938, 59.69, 4.9), (4323, 104.92, 4.9), ('inf', 172.77, 4.9)),
'semi-monthly': ((517, 0.00, 0.0), (850, 0.00, 1.7), (1183, 5.67, 3.2), (1517, 16.33, 4.7), (2183, 32.00, 4.9), (3183, 64.67, 4.9), (4683, 113.67, 4.9), ('inf', 187.17, 4.9)),
'monthly': ((1033, 0.00, 0.0), (1700, 0.00, 1.7), (2367, 11.33, 3.2), (3033, 32.67, 4.7), (4367, 64.00, 4.9), (6367, 129.33, 4.9), (9367, 227.33, 4.9), ('inf', 374.33, 4.9)),
'quarterly': ((3100, 0.00, 0.0), (5100, 0.00, 1.7), (7100, 34.00, 3.2), (9100, 98.00, 4.7), (13100, 192.00, 4.9), (19100, 388.00, 4.9), (28100, 682.00, 4.9), ('inf', 1123.00, 4.9)),
'semi-annual': ((6200, 0.00, 0.0), (10200, 0.00, 1.7), (14200, 68.00, 3.2), (18200, 196.00, 4.7), (26200, 384.00, 4.9), (38200, 776.00, 4.9), (56200, 1364.00, 4.9), ('inf', 2246.00, 4.9)),
'annually': ((12400, 0.00, 0.0), (20400, 0.00, 1.7), (28400, 136.00, 3.2), (36400, 392.00, 4.7), (52400, 768.00, 4.9), (76400, 1552.00, 4.9), (112400, 2728.00, 4.9), ('inf', 4492.00, 4.9)),
},
'married_as_single': {
'weekly': ((179, 0.00, 0.0), (333, 0.00, 1.7), (487, 2.62, 3.2), (641, 7.54, 4.7), (949, 14.77, 4.9), (1410, 29.85, 4.9), (2102, 52.46, 4.9), ('inf', 86.38, 4.9)),
'bi-weekly': ((359, 0.00, 0.0), (666, 0.00, 1.7), (974, 5.23, 3.2), (1282, 15.08, 4.7), (1897, 29.54, 4.9), (2820, 59.69, 4.9), (4205, 104.92, 4.9), ('inf', 172.77, 4.9)),
'semi-monthly': ((389, 0.00, 0.0), (722, 0.00, 1.7), (1055, 5.67, 3.2), (1389, 16.33, 4.7), (2055, 32.00, 4.9), (3055, 64.67, 4.9), (4555, 113.67, 4.9), ('inf', 187.17, 4.9)),
'monthly': ((777, 0.00, 0.0), (1444, 0.00, 1.7), (2110, 11.33, 3.2), (2777, 32.67, 4.7), (4110, 64.00, 4.9), (6110, 129.33, 4.9), (9110, 227.33, 4.9), ('inf', 374.33, 4.9)),
'quarterly': ((2331, 0.00, 0.0), (4331, 0.00, 1.7), (6331, 34.00, 3.2), (8331, 98.00, 4.7), (12331, 192.00, 4.9), (18331, 388.00, 4.9), (27331, 682.00, 4.9), ('inf', 1123.00, 4.9)),
'semi-annual': ((4663, 0.00, 0.0), (8663, 0.00, 1.7), (12663, 68.00, 3.2), (16663, 196.00, 4.7), (24663, 384.00, 4.9), (36663, 776.00, 4.9), (54663, 1364.00, 4.9), ('inf', 2246.00, 4.9)),
'annually': ((9325, 0.00, 0.0), (17325, 0.00, 1.7), (25325, 136.00, 3.2), (33325, 392.00, 4.7), (49325, 768.00, 4.9), (73325, 1552.00, 4.9), (109325, 2728.00, 4.9), ('inf', 4492.00, 4.9)),
}
}</field>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
</data>
<!-- Partners and Contribution Registers -->
<record id="res_partner_us_nm_dor" model="res.partner">
<field name="name">US New Mexico - Department of Workforce Solutions - Unemployment Tax</field>
</record>
<record id="contrib_register_us_nm_dor" model="hr.contribution.register">
<field name="name">US New Mexico - Department of Workforce Solutions - Unemployment Tax</field>
<field name="partner_id" ref="res_partner_us_nm_dor"/>
</record>
<record id="res_partner_us_nm_dor_sit" model="res.partner">
<field name="name">US New Mexico - Department of Taxation and Revenue - Income Tax</field>
</record>
<record id="contrib_register_us_nm_dor_sit" model="hr.contribution.register">
<field name="name">US New Mexico - Department of Taxation and Revenue - Unemployment Tax</field>
<field name="partner_id" ref="res_partner_us_nm_dor_sit"/>
</record>
<!-- Categories -->
<!-- Rules -->
<record id="hr_payroll_rule_er_us_nm_suta" model="hr.salary.rule">
<field name="sequence" eval="450"/>
<field name="category_id" ref="hr_payroll_category_er_us_suta"/>
<field name="name">ER: US NM New Mexico State Unemployment</field>
<field name="code">ER_US_NM_SUTA</field>
<field name="condition_select">python</field>
<field name="condition_python">result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nm_suta_wage_base', rate='us_nm_suta_rate', state_code='NM')</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nm_suta_wage_base', rate='us_nm_suta_rate', state_code='NM')</field>
<field name="register_id" ref="contrib_register_us_nm_dor"/>
<field name="appears_on_payslip" eval="False"/>
</record>
<record id="hr_payroll_rule_ee_us_nm_sit" model="hr.salary.rule">
<field name="sequence" eval="195"/>
<field name="category_id" ref="hr_payroll_category_ee_us_sit"/>
<field name="name">EE: US NM New Mexico State Income Tax Withholding</field>
<field name="code">EE_US_NM_SIT</field>
<field name="condition_select">python</field>
<field name="condition_python">result, _ = nm_new_mexico_state_income_withholding(payslip, categories, worked_days, inputs)</field>
<field name="amount_select">code</field>
<field name="amount_python_compute">result, result_rate = nm_new_mexico_state_income_withholding(payslip, categories, worked_days, inputs)</field>
<field name="register_id" ref="contrib_register_us_nm_dor_sit"/>
<field name="appears_on_payslip" eval="True"/>
</record>
</odoo>

2
l10n_us_hr_payroll/models/hr_payslip.py
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@@ -33,6 +33,7 @@ from .state.ms_mississippi import ms_mississippi_state_income_withholding
from .state.mt_montana import mt_montana_state_income_withholding
from .state.nc_northcarolina import nc_northcarolina_state_income_withholding
from .state.nj_newjersey import nj_newjersey_state_income_withholding
from .state.nm_new_mexico import nm_new_mexico_state_income_withholding
from .state.oh_ohio import oh_ohio_state_income_withholding
from .state.va_virginia import va_virginia_state_income_withholding
from .state.wa_washington import wa_washington_fml_er, \
@@ -88,6 +89,7 @@ class HRPayslip(models.Model):
'mt_montana_state_income_withholding': mt_montana_state_income_withholding,
'nc_northcarolina_state_income_withholding': nc_northcarolina_state_income_withholding,
'nj_newjersey_state_income_withholding': nj_newjersey_state_income_withholding,
'nm_new_mexico_state_income_withholding': nm_new_mexico_state_income_withholding,
'oh_ohio_state_income_withholding': oh_ohio_state_income_withholding,
'va_virginia_state_income_withholding': va_virginia_state_income_withholding,
'wa_washington_fml_er': wa_washington_fml_er,

40
l10n_us_hr_payroll/models/state/nm_new_mexico.py Normal file
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@@ -0,0 +1,40 @@
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
from .general import _state_applies, sit_wage
def nm_new_mexico_state_income_withholding(payslip, categories, worked_days, inputs):
"""
Returns SIT eligible wage and rate.
:return: result, result_rate (wage, percent)
"""
state_code = 'NM'
if not _state_applies(payslip, state_code):
return 0.0, 0.0
# Determine Wage
wage = sit_wage(payslip, categories)
if not wage:
return 0.0, 0.0
filing_status = payslip.dict.contract_id.us_payroll_config_value('fed_941_fit_w4_filing_status')
if not filing_status:
return 0.0, 0.0
schedule_pay = payslip.dict.contract_id.schedule_pay
additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding')
tax_table = payslip.dict.rule_parameter('us_nm_sit_tax_rate')[filing_status].get(schedule_pay)
taxable_income = wage
withholding = 0.0
last = 0.0
for row in tax_table:
if taxable_income <= float(row[0]):
withholding = row[1] + ((row[2] / 100.0) * (taxable_income - last))
break
last = row[0]
withholding = max(withholding, 0.0)
withholding += additional
return wage, -((withholding / wage) * 100.0)

2
l10n_us_hr_payroll/tests/__init__.py
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@@ -65,6 +65,8 @@ from . import test_us_nc_northcarolina_payslip_2020
from . import test_us_nj_newjersey_payslip_2019
from . import test_us_nj_newjersey_payslip_2020
from . import test_us_nm_new_mexico_payslip_2020
from . import test_us_oh_ohio_payslip_2019
from . import test_us_oh_ohio_payslip_2020

35
l10n_us_hr_payroll/tests/test_us_nm_new_mexico_payslip_2020.py Executable file
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@@ -0,0 +1,35 @@
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
from datetime import date, timedelta
from .common import TestUsPayslip
class TestUsNMPayslip(TestUsPayslip):
###
# 2020 Taxes and Rates
###
NM_UNEMP_MAX_WAGE = 25800.0
NM_UNEMP = 1.0
# Calculation based on section 17. https://s3.amazonaws.com/realFile34821a95-73ca-43e7-b06d-fad20f5183fd/a9bf1098-533b-4a3d-806a-4bf6336af6e4?response-content-disposition=filename%3D%22FYI-104+-+New+Mexico+Withholding+Tax+-+Effective+January+1%2C+2020.pdf%22&response-content-type=application%2Fpdf&AWSAccessKeyId=AKIAJBI25DHBYGD7I7TA&Signature=feu%2F1oJvU6BciRfKcoR0iNxoVZE%3D&Expires=1585159702
def _test_sit(self, wage, filing_status, additional_withholding, schedule_pay, date_start, expected_withholding):
employee = self._createEmployee()
contract = self._createContract(employee,
wage=wage,
state_id=self.get_us_state('NM'),
fed_941_fit_w4_filing_status=filing_status,
state_income_tax_additional_withholding=additional_withholding,
schedule_pay=schedule_pay)
payslip = self._createPayslip(employee, date_start, date_start + timedelta(days=7))
payslip.compute_sheet()
cats = self._getCategories(payslip)
self._log('Computed period tax: ' + str(expected_withholding))
self.assertPayrollEqual(cats.get('EE_US_SIT', 0.0), -expected_withholding)
def test_2020_taxes_example(self):
self._test_er_suta('NM', self.NM_UNEMP, date(2020, 1, 1), wage_base=self.NM_UNEMP_MAX_WAGE)
self._test_sit(1000.0, 'married', 0.0, 'weekly', date(2020, 1, 1), 29.47)
self._test_sit(1000.0, 'married', 10.0, 'weekly', date(2020, 1, 1), 39.47)
self._test_sit(25000.0, 'single', 0.0, 'bi-weekly', date(2020, 1, 1), 1202.60)
self._test_sit(25000.0, 'married_as_single', 0.0, 'monthly', date(2020, 1, 1), 1152.95)

4
l10n_us_hr_payroll/views/us_payroll_config_views.xml
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@@ -162,6 +162,10 @@
<field name="nj_njw4_sit_allowances" string="Allowances 4."/>
<field name="state_income_tax_additional_withholding" string="Additional Withholding 5."/>
</group>
<group name="state_nm_new_mexico" string="NM New Mexico" attrs="{'invisible':[('state_id', '!=', %(base.state_us_26)s)]}">
<p colspan="2"><h3>Form NM W-4 - State Income Tax</h3></p>
<field name="state_income_tax_additional_withholding" string="Additional Withholding 7."/>
</group>
<group name="state_oh_ohio" string="OH Ohio" attrs="{'invisible':[('state_id', '!=', %(base.state_us_30)s)]}">
<p colspan="2"><h3>Form IT-4 - State Income Tax</h3></p>
<field name="state_income_tax_exempt"/>