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[IMP] l10n_us_hr_payroll: Refactored sit rate tax table and added allowance field and apply on calculation. Also Improved test case for for ND North Dakota 2020.

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This commit is contained in:
Bhoomi Vaishnani
2020-08-18 14:26:24 -04:00
parent b6823e6caa
commit 14aa5f89a3
4 changed files with 211 additions and 35 deletions
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220
l10n_us_hr_payroll/data/state/nd_north_dakota.xml
View File

@@ -27,7 +27,7 @@
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
</data>
<!-- Table based on https://www.nd.gov/tax/data/upfiles/media/rates-and-instructions.pdf?20191208155535 -->
<record id="rule_parameter_us_nd_sit_tax_rate" model="hr.rule.parameter">
<field name="name">US ND North Dakota SIT Tax Rate</field>
<field name="code">us_nd_sit_tax_rate</field>
@@ -36,36 +36,206 @@
<data noupdate="1">
<record id="rule_parameter_us_nd_sit_tax_rate_2020" model="hr.rule.parameter.value">
<field name="parameter_value">{
'single': (
( 6200, 0.00, 0.00),
( 46325, 0.00, 1.10),
( 103350, 441.38, 2.04),
( 208850, 1604.69, 2.27),
( 446800, 3999.54, 2.64),
( 'inf',10281.42, 2.90),
),
'married': (
( 12400, 0.00, 0.00),
( 45925, 0.00, 1.10),
( 93375, 368.78, 2.04),
( 135750, 1336.76, 2.27),
( 232700, 2298.67, 2.64),
( 'inf', 4858.15, 2.90),
),
'head_household': (
( 9325, 0.00, 0.00),
( 63075, 0.00, 1.10),
( 148125, 591.25, 2.04),
( 234025, 2326.27, 2.27),
( 449925, 4276.20, 2.64),
( 'inf', 9975.96, 2.90),
),
'single': {
'weekly': (
( 119, 0.00, 0.00),
( 891, 0.00, 1.10),
( 1988, 8.49, 2.04),
( 4016, 30.87, 2.27),
( 8592, 76.91, 2.64),
('inf', 197.71, 2.90),
),
'bi-weekly': (
( 238, 0.00, 0.00),
( 1782, 0.00, 1.10),
( 3975, 16.98, 2.04),
( 8033, 61.72, 2.27),
( 17185, 153.84, 2.64),
( 'inf', 395.45, 2.90),
),
'semi-monthly': (
( 258, 0.00, 0.00),
( 1930, 0.00, 1.10),
( 4306, 18.39, 2.04),
( 8702, 66.86, 2.27),
( 18617, 166.65, 2.64),
( 'inf', 428.41, 2.90),
),
'monthly': (
( 517, 0.00, 0.00),
( 3860, 0.00, 1.10),
( 8613, 36.77, 2.04),
( 17404, 133.73, 2.27),
( 37233, 333.29, 2.64),
( 'inf', 856.78, 2.90),
),
'quarterly': (
( 1550, 0.00, 0.00),
( 11581, 0.00, 1.10),
( 25838, 110.34, 2.04),
( 52213, 401.18, 2.27),
( 111700, 999.90, 2.64),
( 'inf', 2570.35, 2.90),
),
'semi-annual': (
( 3100, 0.00, 0.00),
( 23163, 0.00, 1.10),
( 51675, 220.69, 2.04),
( 104425, 802.34, 2.27),
( 223400, 1999.76, 2.64),
( 'inf', 5140.70, 2.90),
),
'annual': (
( 6200, 0.00, 0.00),
( 46325, 0.00, 1.10),
( 103350, 441.38, 2.04),
( 208850, 1604.69, 2.27),
( 446800, 3999.54, 2.64),
( 'inf', 10281.42, 2.90),
),
},
'married': {
'weekly': (
( 238, 0.00, 0.00),
( 883, 0.00, 1.10),
( 1796, 7.10, 2.04),
( 2611, 25.72, 2.27),
( 4475, 44.22, 2.64),
('inf', 93.43, 2.90),
),
'bi-weekly': (
( 477, 0.00, 0.00),
( 1766, 0.00, 1.10),
( 3591, 14.18, 2.04),
( 5221, 51.41, 2.27),
( 8950, 88.41, 2.64),
( 'inf', 186.86, 2.90),
),
'semi-monthly': (
( 517, 0.00, 0.00),
( 1914, 0.00, 1.10),
( 3891, 15.37, 2.04),
( 5656, 55.70, 2.27),
( 9696, 95.76, 2.64),
( 'inf', 202.42, 2.90),
),
'monthly': (
( 1033, 0.00, 0.00),
( 3827, 0.00, 1.10),
( 7781, 30.73, 2.04),
( 11313, 111.40, 2.27),
( 19392, 191.57, 2.64),
( 'inf', 404.86, 2.90),
),
'quarterly': (
( 3100, 0.00, 0.00),
( 11481, 0.00, 1.10),
( 23344, 92.19, 2.04),
( 33938, 334.20, 2.27),
( 58175, 574.68, 2.64),
( 'inf', 1214.54, 2.90),
),
'semi-annual': (
( 6200, 0.00, 0.00),
( 22963, 0.00, 1.10),
( 46688, 184.39, 2.04),
( 67875, 668.38, 2.27),
( 116350, 1149.33, 2.64),
( 'inf', 2429.07, 2.90),
),
'annual': (
( 12400, 0.00, 0.00),
( 45925, 0.00, 1.10),
( 93375, 368.78, 2.04),
( 135750, 1336.76, 2.27),
( 232700, 2298.67, 2.64),
( 'inf', 4858.15, 2.90),
),
},
'head_household':{
'weekly': (
( 119, 0.00, 0.00),
( 891, 0.00, 1.10),
( 1988, 8.49, 2.04),
( 4016, 30.87, 2.27),
( 8592, 76.91, 2.64),
('inf', 197.71, 2.90),
),
'bi-weekly': (
( 238, 0.00, 0.00),
( 1782, 0.00, 1.10),
( 3975, 16.98, 2.04),
( 8033, 61.72, 2.27),
( 17185, 153.84, 2.64),
( 'inf', 395.45, 2.90),
),
'semi-monthly': (
( 258, 0.00, 0.00),
( 1930, 0.00, 1.10),
( 4306, 18.39, 2.04),
( 8702, 66.86, 2.27),
( 18617, 166.65, 2.64),
( 'inf', 428.41, 2.90),
),
'monthly': (
( 517, 0.00, 0.00),
( 3860, 0.00, 1.10),
( 8613, 36.77, 2.04),
( 17404, 133.73, 2.27),
( 37233, 333.29, 2.64),
( 'inf', 856.78, 2.90),
),
'quarterly': (
( 1550, 0.00, 0.00),
( 11581, 0.00, 1.10),
( 25838, 110.34, 2.04),
( 52213, 401.18, 2.27),
( 111700, 999.90, 2.64),
( 'inf', 2570.35, 2.90),
),
'semi-annual': (
( 3100, 0.00, 0.00),
( 23163, 0.00, 1.10),
( 51675, 220.69, 2.04),
( 104425, 802.34, 2.27),
( 223400, 1999.76, 2.64),
( 'inf', 5140.70, 2.90),
),
'annual': (
( 6200, 0.00, 0.00),
( 46325, 0.00, 1.10),
( 103350, 441.38, 2.04),
( 208850, 1604.69, 2.27),
( 446800, 3999.54, 2.64),
( 'inf', 10281.42, 2.90),
),
},
}</field>
<field name="rule_parameter_id" ref="rule_parameter_us_nd_sit_tax_rate"/>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
</data>
<record id="rule_parameter_us_nd_sit_allowances_rate" model="hr.rule.parameter">
<field name="name">US ND North Dakota Allowances Rate</field>
<field name="code">us_nd_sit_allowances_rate</field>
<field name="country_id" ref="base.us"/>
</record>
<data noupdate="1">
<record id="rule_parameter_us_nd_sit_allowances_rate_2020" model="hr.rule.parameter.value">
<field name="parameter_value">{
'weekly' : 83.00,
'bi-weekly' : 165.00,
'semi-monthly': 179.00,
'monthly' : 358.00,
'quarterly' : 1075.00,
'semi-annual': 2150.00,
'annually': 4300.00,
}</field>
<field name="rule_parameter_id" ref="rule_parameter_us_nd_sit_allowances_rate"/>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
</data>
<!-- Partners and Contribution Registers -->
<record id="res_partner_us_nd_dor" model="res.partner">

10
l10n_us_hr_payroll/models/state/nd_north_dakota.py
View File

@@ -23,11 +23,13 @@ def nd_north_dakota_state_income_withholding(payslip, categories, worked_days, i
if not filing_status:
return 0.0, 0.0
pay_periods = payslip.dict.get_pay_periods_in_year()
schedule_pay = payslip.contract_id.schedule_pay
additional = payslip.contract_id.us_payroll_config_value('state_income_tax_additional_withholding')
tax_rate = payslip.rule_parameter('us_nd_sit_tax_rate')[filing_status]
allowance = payslip.contract_id.us_payroll_config_value('nd_w4_sit_allowances')
allowance_rate = payslip.rule_parameter('us_nd_sit_allowances_rate')[schedule_pay]
tax_rate = payslip.rule_parameter('us_nd_sit_tax_rate')[filing_status].get(schedule_pay)
taxable_income = wage * pay_periods
taxable_income = wage - (allowance * allowance_rate)
withholding = 0.0
last = 0.0
for row in tax_rate:
@@ -37,7 +39,7 @@ def nd_north_dakota_state_income_withholding(payslip, categories, worked_days, i
break
last = amt
withholding = round(withholding / pay_periods)
withholding = round(withholding)
withholding = max(withholding, 0.0)
withholding += additional
return wage, -((withholding / wage) * 100.0)

2
l10n_us_hr_payroll/models/us_payroll_config.py
View File

@@ -197,10 +197,12 @@ class HRContractUSPayrollConfig(models.Model):
nc_nc4_sit_allowances = fields.Integer(string='North Carolina NC-4 Allowances', help='NC-4 1.')
nd_w4_sit_filing_status = fields.Selection([
('', 'Exempt'),
('single', 'Single'),
('married', 'Married'),
('head_household', 'Head of Household')
], string='North Dakota ND W-4 Filing Status', help='ND W-4')
nd_w4_sit_allowances = fields.Integer(string='North Dakota ND W-4')
ne_w4n_sit_filing_status = fields.Selection([
('single', 'Single'),

14
l10n_us_hr_payroll/tests/test_us_nd_north_dakota_payslip_2020.py
View File

@@ -12,24 +12,26 @@ class TestUsNDPayslip(TestUsPayslip):
ND_UNEMP = 1.02
# Calculation based on this file page.47 https://www.nd.gov/tax/data/upfiles/media/rates-and-instructions.pdf?20200110115917
def _test_sit(self, wage, filing_status, additional_withholding, schedule_pay, date_start, expected_withholding):
def _test_sit(self, wage, filing_status, additional_withholding, allowances, schedule_pay, date_start, expected_withholding):
employee = self._createEmployee()
contract = self._createContract(employee,
wage=wage,
state_id=self.get_us_state('ND'),
nd_w4_sit_filing_status=filing_status,
state_income_tax_additional_withholding=additional_withholding,
nd_w4_sit_allowances=allowances,
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)
self.assertPayrollAlmostEqual(cats.get('EE_US_SIT', 0.0), -expected_withholding)
def test_2020_taxes_example(self):
self._test_er_suta('ND', self.ND_UNEMP, date(2020, 1, 1), wage_base=self.ND_UNEMP_MAX_WAGE)
self._test_sit(700.0, 'single', 0.0, 'weekly', date(2020, 1, 1), 6.0)
self._test_sit(2500.0, 'married', 0.0, 'bi-weekly', date(2020, 1, 1), 29.0)
self._test_sit(25000.0, 'head_household', 0.0, 'monthly', date(2020, 1, 1), 501.0)
self._test_sit(25000.0, 'head_household', 10.0, 'monthly', date(2020, 1, 1), 511.0)
self._test_sit(700.0, 'single', 0.0, 0.0, 'weekly', date(2020, 1, 1), 6.0)
self._test_sit(5000.0, 'married', 0.0, 2.0, 'bi-weekly', date(2020, 1, 1), 76.0)
self._test_sit(25000.0, 'head_household', 0.0, 0.0, 'monthly', date(2020, 1, 1), 534.0)
self._test_sit(25000.0, 'head_household', 10.0, 2.0, 'monthly', date(2020, 1, 1), 525.0)
self._test_sit(3000.0, '', 10.0, 2.0, 'monthly', date(2020, 1, 1), 0.0)