diff --git a/l10n_us_ca_hr_payroll/README.rst b/l10n_us_ca_hr_payroll/README.rst new file mode 100644 index 00000000..f5549551 --- /dev/null +++ b/l10n_us_ca_hr_payroll/README.rst @@ -0,0 +1,49 @@ +************************************* +Hibou - US Payroll - California State +************************************* + +Calculations and contribution registers for California State Payroll. + +For more information and add-ons, visit `Hibou.io `_. + +============= +Main Features +============= + +* Contribution registers and partners for: + * California Department of Taxation - Unemployment Insurance Tax + * California Department of Taxation - Income Tax Withholding + * California Department of Taxation - Employee Training Tax + * California Department of Taxation - State Disability Insurance + +* Contract level California Exemptions and California State Disability Insurance +* Company level California Unemployment Insurance Tax and California Employee Training Tax + +.. image:: https://user-images.githubusercontent.com/15882954/41482877-d1311214-708b-11e8-9400-3bc5c134b836.png + :alt: 'Employee Contract Detail' + :width: 988 + :align: left + +USA California Employee Added to Contract Salary Structure Menu + +.. image:: https://user-images.githubusercontent.com/15882954/41482910-ef25bbd0-708b-11e8-8720-d2065149f953.png + :alt: 'Computed Pay Slip Detail' + :width: 988 + :align: left + +New Payslip Categories for: + +* California Income Withholding +* California State Disability Insurance - Wages +* California State Disability Insurance +* California Employee Training Tax - Wages +* California Unemployment Insurance Tax - Wages +* California Unemployment Insurance Tax +* California Employee Training Tax + + +======= +License +======= +Please see `LICENSE `_. +Copyright Hibou Corp. 2018 diff --git a/l10n_us_ca_hr_payroll/__init__.py b/l10n_us_ca_hr_payroll/__init__.py new file mode 100755 index 00000000..1027e233 --- /dev/null +++ b/l10n_us_ca_hr_payroll/__init__.py @@ -0,0 +1 @@ +from . import hr_payroll \ No newline at end of file diff --git a/l10n_us_ca_hr_payroll/__manifest__.py b/l10n_us_ca_hr_payroll/__manifest__.py new file mode 100755 index 00000000..c038486a --- /dev/null +++ b/l10n_us_ca_hr_payroll/__manifest__.py @@ -0,0 +1,31 @@ +{ + 'name': 'USA - California - Payroll', + 'author': 'Hibou Corp. ', + 'license': 'AGPL-3', + 'category': 'Localization', + 'depends': ['l10n_us_hr_payroll'], + 'version': '11.0.2018.0.0', + 'description': """ +USA::California Payroll Rules. +============================== + +* Contribution register and partner for California Department of Taxation - Unemployment Insurance Tax +* Contribution register and partner for California Department of Taxation - Income Tax Withholding +* Contribution register and partner for Califronia Department of Taxation - Employee Training Tax +* Contribution register and partner for Califronia Department of Taxation - State Disability Insurance +* Contract level California Exemptions +* Contract level California State Disability Insurance +* Company level California Unemployment Insurance Tax +* Company level California Employee Training Tax + """, + + 'auto_install': False, + 'website': 'https://hibou.io/', + 'data': [ + 'hr_payroll_view.xml', + 'data/base.xml', + 'data/rules_2018.xml', + 'data/final.xml', + ], + 'installable': True +} diff --git a/l10n_us_ca_hr_payroll/data/base.xml b/l10n_us_ca_hr_payroll/data/base.xml new file mode 100755 index 00000000..b00d6277 --- /dev/null +++ b/l10n_us_ca_hr_payroll/data/base.xml @@ -0,0 +1,88 @@ + + + + + + California Department of Taxation - Unemployment Insurance Tax + 1 + + + + California Department of Taxation - Income Tax Withholding + 1 + + + + California Department of Taxation - Employment Training Tax + 1 + + + + California Department of Taxation - State Disability Insurance + 1 + + + + + California Unemployment Insurance Tax + California Department of Taxation - Unemployment Insurance Tax + + + + California Income Tax Withholding + California Department of Taxation - Income Tax Withholding + + + + Employment Training Tax + California Department of Taxation - Employment Training Tax + + + + State Disability Insurance + California Department of Taxation - State Disability Insurance + + + + + + + California Unemployment Insurance Tax - Wages + CA_UIT_WAGES + + + + California Unemployment Insurance Tax + CA_UIT + + + + + California Employee Training Tax - Wages + CA_ETT_WAGES + + + + California Employee Training Tax + CA_ETT + + + + + California State Disability Insurance - Wages + CA_SDI_WAGES + + + + California State Disability Insurance + CA_SDI + + + + + California Income Withholding + CA_WITHHOLD + + + + \ No newline at end of file diff --git a/l10n_us_ca_hr_payroll/data/final.xml b/l10n_us_ca_hr_payroll/data/final.xml new file mode 100755 index 00000000..2aca7646 --- /dev/null +++ b/l10n_us_ca_hr_payroll/data/final.xml @@ -0,0 +1,23 @@ + + + + + + + US_CA_EMP + USA California Employee + + + + + + + diff --git a/l10n_us_ca_hr_payroll/data/rules_2018.xml b/l10n_us_ca_hr_payroll/data/rules_2018.xml new file mode 100755 index 00000000..dd8c7d6e --- /dev/null +++ b/l10n_us_ca_hr_payroll/data/rules_2018.xml @@ -0,0 +1,576 @@ + + + + + + + + + + California Unemployment Insurance Tax - Wages (2018) + CA_UIT_WAGES_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +### +ytd = payslip.sum('CA_UIT_WAGES_2018', '2018-01-01', '2019-01-01') +ytd += contract.external_wages +remaining = 7000.0 - ytd +if remaining <= 0.0: + result = 0 +elif remaining < categories.GROSS: + result = remaining +else: + result = categories.GROSS + + + + + + + + California Unemployment Insurance Tax(2018) + CA_UIT_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.ca_uit_rate(2018) +result = categories.CA_UIT_WAGES + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + + + California Employment Training Tax - Wages (2018) + CA_ETT_WAGES_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +### +ytd = payslip.sum('CA_ETT_WAGES_2018', '2018-01-01', '2019-01-01') +ytd += contract.external_wages +remaining = 7000.0 - ytd +if remaining <= 0.0: + result = 0 +elif remaining < categories.GROSS: + result = remaining +else: + result = categories.GROSS + + + + + + + + California Employee Training Tax(2018) + CA_ETT_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.ca_ett_rate(2018) +result = categories.CA_ETT_WAGES + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + + + California State Disability Insurance Tax - Wages (2018) + CA_SDI_WAGES_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +### +ytd = payslip.sum('CA_SDI_WAGES_2018', '2018-01-01', '2019-01-01') +ytd += contract.external_wages +remaining = 114967.0 - ytd +if remaining <= 0.0: + result = 0 +elif remaining < categories.GROSS: + result = remaining +else: + result = categories.GROSS + + + + + + + + California State Disability Insurance(2018) + CA_SDI_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.ca_sdi_rate(2018) +result = categories.CA_SDI_WAGES + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + + + California Income Withholding + CA_INC_WITHHOLD_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +wages = categories.GROSS +allowances = contract.ca_de4_allowances +additional_allowances = contract.ca_additional_allowances +schedule_pay = contract.schedule_pay +filing_status = contract.ca_de4_filing_status +low_income = False + +# Tables are found in http://www.edd.ca.gov/pdf_pub_ctr/18methb.pdf +# First check low income exemption table (Step 1) +low_income_exemption_table = { +'weekly': (270, 270, 540, 540), +'bi-weekly': (540, 540, 1081, 1081), +'semi-monthly': (585, 585, 1171, 1171), +'monthly': (1171, 1171, 2341, 2341), +'quarterly': (3512, 3512, 7024, 7024), +'semi-annual': (7024, 7024, 14048, 14048), +'annually': (14048, 14048, 28095, 28095), +} + +if filing_status == 'head_household': + _, _, _, income = low_income_exemption_table[schedule_pay] + if wages <= income: + result = 0 + low_income = True +elif filing_status == 'married': + if allowances >= 2: + _, _, income, _ = low_income_exemption_table[schedule_pay] + if wages <= income: + result = 0 + low_income = True + else: + _, income, _, _ = low_income_exemption_table[schedule_pay] + if wages <= income: + result = 0 + low_income = True +else: + income, _, _, _ = low_income_exemption_table[schedule_pay] + if wages <= income: + result = 0 + low_income = True + +if not low_income: + # Estimated deduction table (Step 2) + estimated_deduction_table = { + 'weekly': (19, 38, 58, 77, 96, 115, 135, 154, 173, 192), + 'bi-weekly': (38, 77, 115, 154, 192, 231, 269, 308, 346, 385), + 'semi-monthly': (42, 83, 125, 167, 208, 250, 292, 333, 375, 417), + 'monthly': (83, 167, 250, 333, 417, 500, 583, 667, 750, 833), + 'quarterly': (250, 500, 750, 1000, 1250, 1500, 1750, 2000, 2250, 2500), + 'semi-annual': (500, 1000, 1500, 2000, 2500, 3000, 3500, 4000, 4500, 5000), + 'annually': (1000, 2000, 3000, 4000, 5000, 6000, 7000, 8000, 9000, 10000), + } + + allowance_index = additional_allowances - 1 + if additional_allowances > 10: + deduction = (estimated_deduction_table[schedule_pay][0]) * additional_allowances + wages -= deduction + elif additional_allowances > 0: + deduction = estimated_deduction_table[schedule_pay][allowance_index] + wages -= deduction + + # Standard deduction table (Step 3) + standard_deduction_table = { + 'weekly': (81, 81, 163, 163), + 'bi-weekly': (163, 163, 326, 326), + 'semi-monthly': (177, 177, 353, 353), + 'monthly': (353, 353, 706, 706), + 'quarterly': (1059, 1059, 2118, 2118), + 'semi-annual': (2118, 2118, 4236, 4236), + 'annually': (4236, 4236, 8472, 8472), + } + + if filing_status == 'head_household': + _, _, _, deduction = standard_deduction_table[schedule_pay] + wages -= deduction + elif filing_status == 'married': + if allowances >= 2: + _, _, deduction, _ = standard_deduction_table[schedule_pay] + wages -= deduction + else: + _, deduction, _, _ = standard_deduction_table[schedule_pay] + wages -= deduction + else: + deduction, _, _, _ = standard_deduction_table[schedule_pay] + wages -= deduction + + # Tax Rate Tables (Step 4) + #### WEEKLY #### + if schedule_pay == 'weekly': + if filing_status == 'head_household' and wages > 0: + tax_rate_table = [ + (316, 0.011, 0.0), + (750, 0.022, 3.48), + (967, 0.044, 13.03), + (1196, 0.066, 22.58), + (1413, 0.088, 37.69), + (7212, 0.1023, 56.79), + (8654, 0.1133, 650.03), + (14423, 0.1243, 813.41), + (19231, 0.1353, 1530.50), + (float('inf'), 0.1463, 2181.02), + ] + + elif filing_status == 'married': + tax_rate_table = [ + (316, 0.011, 0.0), + (750, 0.022, 3.48), + (1184, 0.044, 13.03), + (1642, 0.066, 32.13), + (2076, 0.088, 62.36), + (10606, 0.1023, 100.55), + (12726, 0.1133, 973.17), + (19231, 0.1243, 1213.37), + (21210, 0.1353, 2021.94), + (float('inf'), 0.1463, 2289.70), + ] + + else: + tax_rate_table = [ + (158, 0.011, 0.0), + (375, 0.022, 1.74), + (592, 0.044, 6.51), + (821, 0.066, 16.06), + (1038, 0.088, 31.17), + (5303, 0.1023, 50.27), + (6363, 0.1133, 486.58), + (10605, 0.1243, 606.68), + (19231, 0.1353, 1133.96), + (float('inf'), 0.1463, 2301.06), + ] + + #### BI-WEEKLY #### + elif schedule_pay == 'bi-weekly': + if filing_status == 'head_household': + tax_rate_table = [ + (632, 0.011, 0.0), + (1500, 0.022, 6.95), + (1934, 0.044, 26.05), + (2392, 0.066, 45.15), + (2826, 0.088, 75.38), + (14424, 0.1023, 113.57), + (17308, 0.1133, 1300.05), + (28846, 0.1243, 1626.81), + (38462, 0.1353, 3060.98), + (float('inf'), 0.1463, 4362.02), + ] + + elif filing_status == 'married': + tax_rate_table = [ + (632, 0.011, 0.0), + (1500, 0.022, 6.95), + (2368, 0.044, 26.05), + (3284, 0.066, 64.24), + (4152, 0.088, 124.70), + (21212, 0.1023, 201.08), + (25452, 0.1133, 1946.32), + (38462, 0.1243, 2426.71), + (42420, 0.1353, 4043.85), + (float('inf'), 0.1463, 4579.37), + ] + + else: + tax_rate_table = [ + (316, 0.011, 0.0), + (750, 0.022, 3.48), + (1184, 0.044, 13.03), + (1642, 0.066, 32.13), + (2076, 0.088, 62.36), + (10606, 0.1023, 100.55), + (12726, 0.1133, 973.17), + (21210, 0.1243, 1213.37), + (38462, 0.1353, 2267.93), + (float('inf'), 0.1463, 4602.13), + ] + + #### SEMI-MONTHLY #### + elif schedule_pay == 'semi-monthly': + if filing_status == 'head_household': + tax_rate_table = [ + (686, 0.011, 0.0), + (1625, 0.022, 7.55), + (2094, 0.044, 28.21), + (2592, 0.066, 48.85), + (3062, 0.088, 81.72), + (15625, 0.1023, 123.08), + (18750, 0.1133, 1408.27), + (31250, 0.1243, 1762.33), + (41667, 0.1353, 3316.08), + (float('inf'), 0.1463, 4725.50), + ] + + elif filing_status == 'married': + tax_rate_table = [ + (686, 0.011, 0.0), + (1624, 0.022, 7.55), + (2564, 0.044, 28.19), + (3560, 0.066, 69.55), + (4498, 0.088, 135.29), + (22978, 0.1023, 217.83), + (27574, 0.1133, 2108.33), + (41667, 0.1243, 2629.06), + (45956, 0.1353, 4380.82), + (float('inf'), 0.1463, 4961.12), + ] + + else: + tax_rate_table = [ + (343, 0.011, 0.0), + (812, 0.022, 3.77), + (1282, 0.044, 14.09), + (1780, 0.066, 34.77), + (2249, 0.088, 67.64), + (11489, 0.1023, 108.91), + (13787, 0.1133, 1054.16), + (22978, 0.1243, 1314.52), + (41667, 0.1353, 2456.96), + (float('inf'), 0.1463, 4985.58), + ] + + #### MONTHLY #### + elif schedule_pay == 'monthly': + if filing_status == 'head_household': + tax_rate_table = [ + (1372, 0.011, 0.0), + (3250, 0.022, 15.09), + (4188, 0.044, 56.41), + (5184, 0.066, 97.68), + (6124, 0.088, 163.42), + (31250, 0.1023, 246.148), + (37500, 0.1133, 2816.53), + (62500, 0.1243, 3524.66), + (83334, 0.1353, 6632.16), + (float('inf'), 0.1463, 9451.00), + ] + + elif filing_status == 'married': + tax_rate_table = [ + (1372, 0.011, 0.0), + (3248, 0.022, 15.09), + (5128, 0.044, 56.36), + (7120, 0.066, 139.08), + (8996, 0.088, 270.55), + (45956, 0.1023, 435.64), + (55148, 0.1133, 4216.65), + (83334, 0.1243, 5258.10), + (91912, 0.1353, 8761.62), + (float('inf'), 0.1463, 9922.22), + ] + + else: + tax_rate_table = [ + (686, 0.011, 0.0), + (1624, 0.022, 7.55), + (2564, 0.044, 28.19), + (3560, 0.066, 69.55), + (4498, 0.088, 135.29), + (22978, 0.1023, 217.83), + (27574, 0.1133, 2108.33), + (45956, 0.1243, 2629.06), + (83334, 0.1353, 4913.94), + (float('inf'), 0.1463, 9971.18), + ] + + #### QUARTERLY #### + elif schedule_pay == 'quarterly': + if filing_status == 'head_household': + tax_rate_table = [ + (4114, 0.011, 0.0), + (9748, 0.022, 45.25), + (12566, 0.044, 169.20), + (15552, 0.066, 293.19), + (18369, 0.088, 490.27), + (93751, 0.1023, 738.17), + (112501, 0.1133, 8449.75), + (187501, 0.1243, 10574.13), + (250000, 0.1353, 19896.63), + (float('inf'), 0.1463, 28352.74), + ] + + elif filing_status == 'married': + tax_rate_table = [ + (4112, 0.011, 0.0), + (9748, 0.022, 45.23), + (15384, 0.044, 169.22), + (21356, 0.066, 417.20), + (26990, 0.088, 811.35), + (137870, 0.1023, 1307.14), + (165442, 0.1133, 12650.16), + (250000, 0.1243, 15774.07), + (275736, 0.1353, 26284.63), + (float('inf'), 0.1463, 29766.71), + ] + + else: + tax_rate_table = [ + (2056, 0.011, 0.0), + (4874, 0.022, 22.62), + (7692, 0.044, 84.62), + (10678, 0.066, 208.61), + (13495, 0.088, 405.69), + (68935, 0.1023, 653.59), + (82721, 0.1133, 6325.10), + (137868, 0.1243, 7887.05), + (250000, 0.1353, 14741.82), + (float('inf'), 0.1463, 29913.28), + ] + + #### SEMI-ANNUAL #### + elif schedule_pay == 'semi-annual': + if filing_status == 'head_household': + tax_rate_table = [ + (8228, 0.011, 0.0), + (19496, 0.022, 90.51), + (25132, 0.044, 338.41), + (31104, 0.066, 586.39), + (36738, 0.088, 980.54), + (187502, 0.1023, 1476.33), + (225002, 0.1133, 16899.49), + (375002, 0.1243, 21148.24), + (500000, 0.1353, 39793.24), + (float('inf'), 0.1463, 56705.47), + ] + + elif filing_status == 'married': + tax_rate_table = [ + (8224, 0.011, 0.0), + (19496, 0.022, 90.46), + (30768, 0.044, 338.44), + (42712, 0.066, 834.41), + (53980, 0.088, 1622.71), + (275740, 0.1023, 2614.29), + (330884, 0.1133, 25300.34), + (500000, 0.1243, 31548.16), + (551472, 0.1353, 52569.28), + (float('inf'), 0.1463, 59533.44), + ] + + else: + tax_rate_table = [ + (4112, 0.011, 0.0), + (9748, 0.022, 45.23), + (15384, 0.044, 169.22), + (21356, 0.066, 417.20), + (26990, 0.088, 811.35), + (137870, 0.1023, 1307.14), + (165442, 0.1133, 12650.16), + (275736, 0.1243, 15774.07), + (500000, 0.1353, 29483.61), + (float('inf'), 0.1463, 59826.53), + ] + + #### ANNUAL #### + elif schedule_pay == 'annually': + if filing_status == 'head_household': + tax_rate_table = [ + (16457, 0.011, 0.0), + (38991, 0.022, 181.03), + (50264, 0.044, 676.78), + (62206, 0.066, 1172.79), + (73477, 0.088, 1960.96), + (375002, 0.1023, 2952.81), + (450003, 0.1133, 33798.82), + (750003, 0.1243, 42296.43), + (1000000, 0.1353, 79586.43), + (float('inf'), 0.1463, 113411.02), + ] + + elif filing_status == 'married': + tax_rate_table = [ + (16446, 0.011, 0.0), + (38990, 0.022, 180.91), + (61538, 0.044, 676.88), + (85422, 0.066, 1668.99), + (107960, 0.088, 3245.33), + (551476, 0.1023, 5228.67), + (661768, 0.1133, 50600.36), + (1000000, 0.1243, 63096.44), + (1102946, 0.1353, 105138.68), + (float('inf'), 0.1463, 119067.26), + ] + + else: + tax_rate_table = [ + (8223, 0.011, 0.0), + (19495, 0.022, 90.45), + (30769, 0.044, 338.43), + (42711, 0.066, 834.49), + (53980, 0.088, 1622.66), + (275738, 0.1023, 2614.33), + (330884, 0.1133, 25300.17), + (551473, 0.1243, 31548.21), + (1000000, 0.1353, 58967.42), + (float('inf'), 0.1463, 119653.12), + ] + + over = 0.0 + tax = 0.0 + for row in tax_rate_table: + if wages <= row[0]: + tax = ((wages - over) * row[1]) + row[2] + break + over = row[0] + + # Exemption allowance table (Step 5) + exemption_allowance_table = { + 'weekly': (2.41, 4.82, 7.23, 9.65, 12.06, 14.47, 16.88, 19.29, 21.70, 24.12), + 'bi-weekly': (4.82, 9.65, 14.47, 19.29, 24.12, 28.94, 33.76, 38.58, 43.41, 48.23), + 'semi-monthly': (5.23, 10.45, 15.68, 20.90, 26.13, 31.35, 36.58, 41.80, 47.03, 52.25), + 'monthly': (10.45, 20.90, 31.35, 41.80, 52.25, 62.70, 73.15, 83.60, 94.05, 104.50), + 'quarterly': (31.35, 62.70, 94.05, 125.40, 156.75, 188.10, 219.45, 250.80, 282.15, 313.50), + 'semi-annual': (62.70, 125.40, 188.10, 250.80, 313.50, 376.20, 438.90, 501.60, 564.30, 627.00), + 'annually': (125.40, 250.80, 376.20, 501.60, 627.00, 752.40, 877.80, 1003.20, 1128.60, 1254.00), + } + + allowance_index = allowances - 1 + if allowances > 10: + deduction = (exemption_allowance_table[schedule_pay][0]) * allowances + tax -= deduction + elif allowances > 0: + deduction = exemption_allowance_table[schedule_pay][allowance_index] + tax -= deduction + + result = -tax + + + + + + diff --git a/l10n_us_ca_hr_payroll/hr_payroll.py b/l10n_us_ca_hr_payroll/hr_payroll.py new file mode 100755 index 00000000..b1a3eebf --- /dev/null +++ b/l10n_us_ca_hr_payroll/hr_payroll.py @@ -0,0 +1,56 @@ +from odoo import models, fields, api + + +class USCAHrContract(models.Model): + _inherit = 'hr.contract' + + ca_de4_allowances = fields.Integer(string="California CA-4 Allowances", + default=0, + help="Estimated Deductions claimed on DE-4") + ca_additional_allowances = fields.Integer(string="Additional Allowances", default=0) + ca_de4_filing_status = fields.Selection([ + ('exempt', 'Exempt'), + ('single', 'Single'), + ('married', 'Married'), + ('head_household', 'Head of Household') + ], string='CA Filing Status', default='single') + + @api.multi + def ca_uit_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'ca_uit_rate_' + str(year)): + return self.employee_id.company_id['ca_uit_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US California.') + + def ca_ett_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'ca_ett_rate_' + str(year)): + return self.employee_id.company_id['ca_ett_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US California.') + + def ca_sdi_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'ca_sdi_rate_' + str(year)): + return self.employee_id.company_id['ca_sdi_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US California.') + + +class CACompany(models.Model): + _inherit = 'res.company' + + # UIT can be calculated using http://www.edd.ca.gov/pdf_pub_ctr/de44.pdf ETT is default. + ca_uit_rate_2018 = fields.Float(string="California Unemployment Insurance Tax Rate 2018", default=2.6) + ca_ett_rate_2018 = fields.Float(string="California Employment Training Tax Rate 2018", default=0.1) + ca_sdi_rate_2018 = fields.Float(string="California State Disability Insurance Rate 2018", default=1.0) diff --git a/l10n_us_ca_hr_payroll/hr_payroll_view.xml b/l10n_us_ca_hr_payroll/hr_payroll_view.xml new file mode 100755 index 00000000..15707d29 --- /dev/null +++ b/l10n_us_ca_hr_payroll/hr_payroll_view.xml @@ -0,0 +1,35 @@ + + + + + res.company.form + res.company + 64 + + + + + + + + + + + hr.contract.form.inherit + hr.contract + 147 + + + + + + + + + + + + + + + diff --git a/l10n_us_ca_hr_payroll/tests/__init__.py b/l10n_us_ca_hr_payroll/tests/__init__.py new file mode 100755 index 00000000..8011621b --- /dev/null +++ b/l10n_us_ca_hr_payroll/tests/__init__.py @@ -0,0 +1 @@ +from . import test_us_ca_payslip_2018 \ No newline at end of file diff --git a/l10n_us_ca_hr_payroll/tests/test_us_ca_payslip_2018.py b/l10n_us_ca_hr_payroll/tests/test_us_ca_payslip_2018.py new file mode 100755 index 00000000..e58892a8 --- /dev/null +++ b/l10n_us_ca_hr_payroll/tests/test_us_ca_payslip_2018.py @@ -0,0 +1,461 @@ +from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip +from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract + + +class TestUsCAPayslip(TestUsPayslip): + ### + # Taxes and Rates + ### + CA_UIT_MAX_WAGE = 7000 + CA_UIT_MAX_WAGE = 7000 + CA_SDI_MAX_WAGE = 114967 + + # Examples from http://www.edd.ca.gov/pdf_pub_ctr/18methb.pdf + def test_example_a(self): + salary = 210 + schedule_pay = 'weekly' + allowances = 1 + additional_allowances = 0 + + wh = 0.00 + + employee = self._createEmployee() + + contract = self._createContract(employee, + salary, + struct_id=self.ref( + 'l10n_us_ca_hr_payroll.hr_payroll_salary_structure_us_ca_employee'), + schedule_pay=schedule_pay) + contract.ca_c4_exemptions = allowances + contract.ca_additional_allowances = additional_allowances + contract.ca_de4_filing_status = 'single' + + self.assertEqual(contract.schedule_pay, 'weekly') + + # tax rates + ca_uit = contract.ca_uit_rate(2018) / -100.0 + ca_ett = contract.ca_ett_rate(2018) / -100.0 + ca_sdi = contract.ca_sdi_rate(2018) / -100.0 + + self._log('2017 California tax last payslip:') + payslip = self._createPayslip(employee, '2017-12-01', '2017-12-31') + payslip.compute_sheet() + process_payslip(payslip) + + self._log('2018 California tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['CA_UIT_WAGES'], salary) + self.assertPayrollEqual(cats['CA_UIT'], cats['CA_UIT_WAGES'] * ca_uit) + self.assertPayrollEqual(cats['CA_ETT_WAGES'], salary) + self.assertPayrollEqual(cats['CA_ETT'], cats['CA_ETT_WAGES'] * ca_ett) + self.assertPayrollEqual(cats['CA_SDI_WAGES'], salary) + self.assertPayrollEqual(cats['CA_SDI'], cats['CA_SDI_WAGES'] * ca_sdi) + self.assertPayrollEqual(cats['CA_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_ca_uit_wages = self.CA_UIT_MAX_WAGE - salary if (self.CA_UIT_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2018 California tax second payslip:') + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['CA_UIT_WAGES'], remaining_ca_uit_wages) + self.assertPayrollEqual(cats['CA_UIT'], remaining_ca_uit_wages * ca_uit) + + def test_example_b(self): + salary = 1250 + schedule_pay = 'bi-weekly' + allowances = 2 + additional_allowances = 1 + + wh = -2.89 + # tax rates + ca_uit = 2.6 + ca_ett = 0.1 + ca_sdi = 1.0 + + employee = self._createEmployee() + employee.company_id.ca_uit_rate_2018 = ca_uit + employee.company_id.ca_ett_rate_2018 = ca_ett + employee.company_id.ca_sdi_rate_2018 = ca_sdi + + contract = self._createContract(employee, + salary, + struct_id=self.ref( + 'l10n_us_ca_hr_payroll.hr_payroll_salary_structure_us_ca_employee'), + schedule_pay=schedule_pay) + contract.ca_de4_allowances = allowances + contract.ca_additional_allowances = additional_allowances + contract.ca_de4_filing_status = 'married' + + self.assertEqual(contract.schedule_pay, 'bi-weekly') + self.assertEqual(contract.ca_de4_filing_status, 'married') + self.assertEqual(contract.ca_de4_allowances, 2) + self.assertEqual(contract.ca_additional_allowances, 1) + + self._log('2017 California tax last payslip:') + payslip = self._createPayslip(employee, '2017-12-01', '2017-12-31') + payslip.compute_sheet() + process_payslip(payslip) + + self._log('2018 California tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['CA_UIT_WAGES'], salary) + self.assertPayrollEqual(cats['CA_UIT'], round((cats['CA_UIT_WAGES'] * ca_uit)/-100, 2)) + self.assertPayrollEqual(cats['CA_ETT_WAGES'], salary) + self.assertPayrollEqual(cats['CA_ETT'], round((cats['CA_ETT_WAGES'] * ca_ett)/-100, 2)) + self.assertPayrollEqual(cats['CA_SDI_WAGES'], salary) + self.assertPayrollEqual(cats['CA_SDI'], round((cats['CA_SDI_WAGES'] * ca_sdi)/-100, 2)) + self.assertPayrollEqual(cats['CA_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_ca_uit_wages = self.CA_UIT_MAX_WAGE - salary if (self.CA_UIT_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2018 California tax second payslip:') + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['CA_UIT_WAGES'], remaining_ca_uit_wages) + self.assertPayrollEqual(cats['CA_UIT'], round((remaining_ca_uit_wages * ca_uit)/-100, 2)) + + def test_example_c(self): + salary = 3800 + schedule_pay = 'monthly' + allowances = 5 + additional_allowances = 0.72 + + wh = -0.72 + # tax rates + ca_uit = 2.6 + ca_ett = 0.1 + ca_sdi = 1.0 + + employee = self._createEmployee() + employee.company_id.ca_uit_rate_2018 = ca_uit + employee.company_id.ca_ett_rate_2018 = ca_ett + employee.company_id.ca_sdi_rate_2018 = ca_sdi + + contract = self._createContract(employee, + salary, + struct_id=self.ref( + 'l10n_us_ca_hr_payroll.hr_payroll_salary_structure_us_ca_employee'), + schedule_pay=schedule_pay) + contract.ca_de4_allowances = allowances + contract.ca_additional_allowances = additional_allowances + contract.ca_de4_filing_status = 'married' + + self.assertEqual(contract.schedule_pay, 'monthly') + self.assertEqual(contract.ca_de4_filing_status, 'married') + self.assertEqual(contract.ca_de4_allowances, 5) + self.assertEqual(contract.ca_additional_allowances, 0) + + self._log('2017 California tax last payslip:') + payslip = self._createPayslip(employee, '2017-12-01', '2017-12-31') + payslip.compute_sheet() + process_payslip(payslip) + + self._log('2018 California tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['CA_UIT_WAGES'], salary) + self.assertPayrollEqual(cats['CA_UIT'], round((cats['CA_UIT_WAGES'] * ca_uit)/-100, 2)) + self.assertPayrollEqual(cats['CA_ETT_WAGES'], salary) + self.assertPayrollEqual(cats['CA_ETT'], round((cats['CA_ETT_WAGES'] * ca_ett)/-100, 2)) + self.assertPayrollEqual(cats['CA_SDI_WAGES'], salary) + self.assertPayrollEqual(cats['CA_SDI'], round((cats['CA_SDI_WAGES'] * ca_sdi)/-100, 2)) + self.assertPayrollEqual(cats['CA_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_ca_uit_wages = self.CA_UIT_MAX_WAGE - salary if (self.CA_UIT_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2018 California tax second payslip:') + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['CA_UIT_WAGES'], remaining_ca_uit_wages) + self.assertPayrollEqual(cats['CA_UIT'], round((remaining_ca_uit_wages * ca_uit)/-100, 2)) + + def test_example_d(self): + salary = 800 + schedule_pay = 'weekly' + allowances = 3 + additional_allowances = 0 + + wh = -3.31 + # tax rates + ca_uit = 2.6 + ca_ett = 0.1 + ca_sdi = 1.0 + + employee = self._createEmployee() + employee.company_id.ca_uit_rate_2018 = ca_uit + employee.company_id.ca_ett_rate_2018 = ca_ett + employee.company_id.ca_sdi_rate_2018 = ca_sdi + + contract = self._createContract(employee, + salary, + struct_id=self.ref( + 'l10n_us_ca_hr_payroll.hr_payroll_salary_structure_us_ca_employee'), + schedule_pay=schedule_pay) + contract.ca_de4_allowances = allowances + contract.ca_additional_allowances = additional_allowances + contract.ca_de4_filing_status = 'head_household' + + self.assertEqual(contract.schedule_pay, 'weekly') + self.assertEqual(contract.ca_de4_filing_status, 'head_household') + self.assertEqual(contract.ca_de4_allowances, 3) + self.assertEqual(contract.ca_additional_allowances, 0) + + self._log('2017 California tax last payslip:') + payslip = self._createPayslip(employee, '2017-12-01', '2017-12-31') + payslip.compute_sheet() + process_payslip(payslip) + + self._log('2018 California tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['CA_UIT_WAGES'], salary) + self.assertPayrollEqual(cats['CA_UIT'], round((cats['CA_UIT_WAGES'] * ca_uit)/-100, 2)) + self.assertPayrollEqual(cats['CA_ETT_WAGES'], salary) + self.assertPayrollEqual(cats['CA_ETT'], round((cats['CA_ETT_WAGES'] * ca_ett)/-100, 2)) + self.assertPayrollEqual(cats['CA_SDI_WAGES'], salary) + self.assertPayrollEqual(cats['CA_SDI'], round((cats['CA_SDI_WAGES'] * ca_sdi)/-100, 2)) + self.assertPayrollEqual(cats['CA_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_ca_uit_wages = self.CA_UIT_MAX_WAGE - salary if (self.CA_UIT_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2018 California tax second payslip:') + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['CA_UIT_WAGES'], remaining_ca_uit_wages) + self.assertPayrollEqual(cats['CA_UIT'], round((remaining_ca_uit_wages * ca_uit)/-100, 2)) + + def test_example_e(self): + salary = 1800 + schedule_pay = 'semi-monthly' + allowances = 4 + additional_allowances = 0 + + wh = -3.39 + # tax rates + ca_uit = 2.6 + ca_ett = 0.1 + ca_sdi = 1.0 + + employee = self._createEmployee() + employee.company_id.ca_uit_rate_2018 = ca_uit + employee.company_id.ca_ett_rate_2018 = ca_ett + employee.company_id.ca_sdi_rate_2018 = ca_sdi + + contract = self._createContract(employee, + salary, + struct_id=self.ref( + 'l10n_us_ca_hr_payroll.hr_payroll_salary_structure_us_ca_employee'), + schedule_pay=schedule_pay) + contract.ca_de4_allowances = allowances + contract.ca_additional_allowances = additional_allowances + contract.ca_de4_filing_status = 'married' + + self.assertEqual(contract.schedule_pay, 'semi-monthly') + self.assertEqual(contract.ca_de4_filing_status, 'married') + self.assertEqual(contract.ca_de4_allowances, 4) + self.assertEqual(contract.ca_additional_allowances, 0) + + self._log('2017 California tax last payslip:') + payslip = self._createPayslip(employee, '2017-12-01', '2017-12-31') + payslip.compute_sheet() + process_payslip(payslip) + + self._log('2018 California tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['CA_UIT_WAGES'], salary) + self.assertPayrollEqual(cats['CA_UIT'], round((cats['CA_UIT_WAGES'] * ca_uit)/-100, 2)) + self.assertPayrollEqual(cats['CA_ETT_WAGES'], salary) + self.assertPayrollEqual(cats['CA_ETT'], round((cats['CA_ETT_WAGES'] * ca_ett)/-100, 2)) + self.assertPayrollEqual(cats['CA_SDI_WAGES'], salary) + self.assertPayrollEqual(cats['CA_SDI'], round((cats['CA_SDI_WAGES'] * ca_sdi)/-100, 2)) + self.assertPayrollEqual(cats['CA_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_ca_uit_wages = self.CA_UIT_MAX_WAGE - salary if (self.CA_UIT_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2018 California tax second payslip:') + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['CA_UIT_WAGES'], remaining_ca_uit_wages) + self.assertPayrollEqual(cats['CA_UIT'], round((remaining_ca_uit_wages * ca_uit)/-100, 2)) + + def test_example_f(self): + salary = 45000 + schedule_pay = 'annually' + allowances = 4 + additional_allowances = 0 + + wh = -121.11 + # tax rates + ca_uit = 2.6 + ca_ett = 0.1 + ca_sdi = 1.0 + + employee = self._createEmployee() + employee.company_id.ca_uit_rate_2018 = ca_uit + employee.company_id.ca_ett_rate_2018 = ca_ett + employee.company_id.ca_sdi_rate_2018 = ca_sdi + + contract = self._createContract(employee, + salary, + struct_id=self.ref( + 'l10n_us_ca_hr_payroll.hr_payroll_salary_structure_us_ca_employee'), + schedule_pay=schedule_pay) + contract.ca_de4_allowances = allowances + contract.ca_additional_allowances = additional_allowances + contract.ca_de4_filing_status = 'married' + + self.assertEqual(contract.schedule_pay, 'annually') + self.assertEqual(contract.ca_de4_filing_status, 'married') + self.assertEqual(contract.ca_de4_allowances, 4) + self.assertEqual(contract.ca_additional_allowances, 0) + + self._log('2017 California tax last payslip:') + payslip = self._createPayslip(employee, '2017-12-01', '2017-12-31') + payslip.compute_sheet() + process_payslip(payslip) + + self._log('2018 California tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['CA_UIT'], round((cats['CA_UIT_WAGES'] * ca_uit)/-100, 2)) + self.assertPayrollEqual(cats['CA_ETT'], round((cats['CA_ETT_WAGES'] * ca_ett)/-100, 2)) + self.assertPayrollEqual(cats['CA_SDI'], round((cats['CA_SDI_WAGES'] * ca_sdi)/-100, 2)) + self.assertPayrollEqual(cats['CA_WITHHOLD'], wh) + + process_payslip(payslip) + + def test_estimated_deduction_table(self): + salary = 600 + allowances = 5 + schedule_pay = 'bi-weekly' + expected_deduction = 192 + deduction = 0 + taxable_pay = 0 + estimated_deduction_table = { + 'weekly': (19, 38, 58, 77, 96, 115, 135, 154, 173, 192), + 'bi-weekly': (38, 77, 115, 154, 192, 231, 269, 308, 346, 385), + 'semi-monthly': (42, 83, 125, 167, 208, 250, 292, 333, 375, 417), + 'monthly': (83, 167, 250, 333, 417, 500, 583, 667, 750, 833), + 'quarterly': (250, 500, 750, 1000, 1250, 1500, 1750, 2000, 2250, 2500), + 'semi-annual': (500, 1000, 1500, 2000, 2500, 3000, 3500, 4000, 4500, 5000), + 'annual': (1000, 2000, 3000, 4000, 5000, 6000, 7000, 8000, 9000, 10000), + } + + allowance_index = allowances - 1 + if allowances > 10: + deduction = (estimated_deduction_table[schedule_pay][0]) * allowances + taxable_pay = salary - deduction + elif allowances > 0: + deduction = estimated_deduction_table[schedule_pay][allowance_index] + taxable_pay = salary - deduction + + self.assertEqual(expected_deduction, deduction) + self.assertTrue(taxable_pay < salary) + self.assertEqual(taxable_pay, salary - deduction) + + def test_standard_deduction_table(self): + salary = 3000 + schedule_pay = 'monthly' + filing_status = 'head_household' + expected_deduction = 706 + deduction = 0 + taxable_pay = 0 + standard_deduction_table = { + 'weekly': (81, 81, 163, 163), + 'bi-weekly': (163, 163, 326, 326), + 'semi-monthly': (177, 177, 353, 353), + 'monthly': (353, 352, 706, 706), + 'quarterly': (1059, 1059, 2188, 2188), + 'semi-annual': (2118, 2118, 4236, 4236), + 'annual': (4236, 4236, 8471, 8472), + } + + if filing_status == 'head_household': + _, _, _, deduction = standard_deduction_table[schedule_pay] + taxable_pay = salary - deduction + elif filing_status == 'married': + if allowances >= 2: + _, _, deduction, _ = standard_deduction_table[schedule_pay] + taxable_pay = salary - deduction + else: + _, deduction, _, _ = standard_deduction_table[schedule_pay] + taxable_pay = salary - deduction + else: + deduction, _, _, _ = standard_deduction_table[schedule_pay] + taxable_pay = salary - deduction + + self.assertEqual(expected_deduction, deduction) + self.assertTrue(taxable_pay < salary) + self.assertEqual(taxable_pay, salary - deduction) diff --git a/l10n_us_fl_hr_payroll/README.rst b/l10n_us_fl_hr_payroll/README.rst new file mode 100644 index 00000000..3ba372bc --- /dev/null +++ b/l10n_us_fl_hr_payroll/README.rst @@ -0,0 +1,37 @@ +********************************** +Hibou - US Payroll - Florida State +********************************** + +Calculations and contribution registers for Florida State Payroll. + +For more information and add-ons, visit `Hibou.io `_. + +============= +Main Features +============= + +* New Partner and Contribution Register for Florida Department of Revenue +* Company level Florida Unemployment Rate + +.. image:: https://user-images.githubusercontent.com/15882954/41440232-a2ca8cb0-6fe2-11e8-9640-0bfd61ae6108.png + :alt: 'Employee Contract Detail' + :width: 988 + :align: left + +USA Florida Employee Added to Contract Salary Structure Menu + +.. image:: https://user-images.githubusercontent.com/15882954/41440247-b7b42744-6fe2-11e8-8ffb-d259eb893646.png + :alt: 'Computed Pay Slip Detail' + :width: 988 + :align: left + +New Payslip Categories for: + +* Florida Unemployment +* Florida Unemployment - Wages + +======= +License +======= +Please see `LICENSE `_. +Copyright Hibou Corp. 2018 diff --git a/l10n_us_hr_payroll/README.rst b/l10n_us_hr_payroll/README.rst new file mode 100644 index 00000000..0ced18a0 --- /dev/null +++ b/l10n_us_hr_payroll/README.rst @@ -0,0 +1,44 @@ +****************** +Hibou - US Payroll +****************** + +Calculations and contribution registers for United States Payroll. + +For more information and add-ons, visit `Hibou.io `_. + +============= +Main Features +============= + +* Contribution registers and partners for: + * The Electronic Federal Tax Payment System (EFTPS) - Form 941 + * The Electronic Federal Tax Payment System (EFTPS) - Form 940 + * The Electronic Federal Tax Payment System (EFTPS) - Form 941 (FICA + Federal Withholding) + * The Electronic Federal Tax Payment System (EFTPS) - Form 940 (FUTA) + +* Contract level FICA Social Security +* Contract level FICA Employee Medicare +* Contract level FICA Employee Medicare Additional +* Contract level Federal Income Withholding +* Company level FICA Social Security +* Company level FICA Medicare +* Company level FUTA Federal Unemployment + + +.. image:: https://user-images.githubusercontent.com/15882954/41485460-76a0060c-7095-11e8-851a-fec562013ce4.png + :alt: 'Employee Contract Detail' + :width: 988 + :align: left + +USA Employee added to Contract Salary Structure Menu + +.. image:: https://user-images.githubusercontent.com/15882954/41485484-880f0816-7095-11e8-9ad0-874b3270c308.png + :alt: 'Computed Pay Slip Detail' + :width: 988 + :align: left + +======= +License +======= +Please see `LICENSE `_. +Copyright Hibou Corp. 2018 diff --git a/l10n_us_ks_hr_payroll/README.rst b/l10n_us_ks_hr_payroll/README.rst new file mode 100644 index 00000000..ec66e18a --- /dev/null +++ b/l10n_us_ks_hr_payroll/README.rst @@ -0,0 +1,35 @@ +********************************* +Hibou - US Payroll - Kansas State +********************************* +Calculations and contribution registers for Kansas State Payroll. + +For more information and add-ons, visit `Hibou.io `_. + +============= +Main Features +============= + +* New Partner and Contribution Register for Kansas Department of Revenue +* Contract level Kansas Income Tax Rate +* Company Level Kansas Unemployment Rate + + +.. image:: https://user-images.githubusercontent.com/15882954/41478253-d1ff4af4-707b-11e8-8ad3-463fb7ed40da.png + :alt: 'Employee Contract Detail' + :width: 988 + :align: left + +USA Kansas Employee Added to Salary Structure Menu + +.. image:: https://user-images.githubusercontent.com/15882954/41478265-e07e4cb0-707b-11e8-84cc-1529baaee1a6.png + :alt: 'Computed Pay Slip Detail' + :width: 988 + :align: left + +New Payslip Categories for Kansas Income Withholding, Kansas Unemployment Insurance Tax, and Kansas Unemployment Insurance Tax - Wages + +======= +License +======= +Please see `LICENSE `_. +Copyright Hibou Corp. 2018 diff --git a/l10n_us_ks_hr_payroll/__init__.py b/l10n_us_ks_hr_payroll/__init__.py new file mode 100755 index 00000000..2b72afb4 --- /dev/null +++ b/l10n_us_ks_hr_payroll/__init__.py @@ -0,0 +1 @@ +from . import us_ks_hr_payroll diff --git a/l10n_us_ks_hr_payroll/__manifest__.py b/l10n_us_ks_hr_payroll/__manifest__.py new file mode 100755 index 00000000..d4e45bae --- /dev/null +++ b/l10n_us_ks_hr_payroll/__manifest__.py @@ -0,0 +1,26 @@ +{ + 'name': 'USA - Kansas - Payroll', + 'author': 'Hibou Corp. ', + 'license': 'AGPL-3', + 'category': 'Localization', + 'depends': ['l10n_us_hr_payroll'], + 'version': '11.0.2018.0.0', + 'description': """ +USA::Kansas Payroll Rules. +=========================== + + * Kansas Department of Revenue partner + * Contribution register for Kansas DoR + * Company level Kansas Unemployment Rate + """, + + 'auto_install': False, + 'website': 'https://hibou.io/', + 'data':[ + 'us_ks_hr_payroll_view.xml', + 'data/base.xml', + 'data/rules_2018.xml', + 'data/final.xml', + ], + 'installable': True +} diff --git a/l10n_us_ks_hr_payroll/data/base.xml b/l10n_us_ks_hr_payroll/data/base.xml new file mode 100755 index 00000000..d15980c0 --- /dev/null +++ b/l10n_us_ks_hr_payroll/data/base.xml @@ -0,0 +1,48 @@ + + + + + + + Kansas Department of Revenue - Unemployment Insurance Tax + 1 + + + + Kansas Department of Revenue - Income Tax Withholding + 1 + + + + + Kansas Unemployment Insurance Tax + Kansas Department of Revenue - Unemployment Insurance Tax + + + + Kansas Income Tax Withholding + Kansas Department of Revenue - Income Tax Withholding + + + + + + + Kansas Unemployment Insurance Tax - Wages + KS_UNEMP_WAGES + + + + Kansas Unemployment Insurance Tax + KS_UNEMP + + + + + Kansas Income Withholding + KS_WITHHOLD + + + + + diff --git a/l10n_us_ks_hr_payroll/data/final.xml b/l10n_us_ks_hr_payroll/data/final.xml new file mode 100755 index 00000000..663d71a5 --- /dev/null +++ b/l10n_us_ks_hr_payroll/data/final.xml @@ -0,0 +1,19 @@ + + + + + + + US_KS_EMP + USA Kansas Employee + + + + + + + diff --git a/l10n_us_ks_hr_payroll/data/rules_2018.xml b/l10n_us_ks_hr_payroll/data/rules_2018.xml new file mode 100755 index 00000000..29b9110c --- /dev/null +++ b/l10n_us_ks_hr_payroll/data/rules_2018.xml @@ -0,0 +1,229 @@ + + + + + + + + + Kansas Unemployment Insurance Tax - Wages (2018) + KS_UNEMP_WAGES_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +### +ytd = payslip.sum('KS_UNEMP_WAGES_2018', '2018-01-01', '2019-01-01') +ytd += contract.external_wages +remaining = 14000.0 - ytd +if remaining <= 0.0: + result = 0 +elif remaining < categories.GROSS: + result = remaining +else: + result = categories.GROSS + + + + + + + Kansas Unemployment (2018) + KS_UNEMP_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.ks_unemp_rate(2018) +result = categories.KS_UNEMP_WAGES + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + + + Kansas Income Withholding + KS_INC_WITHHOLD_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +wages = categories.GROSS +allowances = contract.ks_k4_allowances +additional_withholding = contract.ks_additional_withholding +schedule_pay = contract.schedule_pay +filing_status = contract.ks_k4_filing_status + +# Tables are found in https://www.ksrevenue.org/pdf/kw1002017.pdf +# First check for exemption status (Step 1) +if filing_status == 'exempt': + result = 0 + +else: + # Calculate Withholding Allowance Amounts using table (allowance multipliers are from table). + if schedule_pay == 'weekly': + wages -= (allowances * 43.27) + elif schedule_pay == 'bi-weekly': + wages -= (allowances * 86.54) + elif schedule_pay == 'semi-monthly': + wages -= (allowances * 93.75) + elif schedule_pay == 'monthly': + wages -= (allowances * 187.50) + elif schedule_pay == 'quarterly': + wages -= (allowances * 562.50) + elif schedule_pay == 'semi-annual': + wages -= (allowances * 1125.00) + elif schedule_pay == 'annually': + wages -= (allowances * 2250.00) + + # Tax Rate Tables to calculate income withholding + #### WEEKLY #### + if schedule_pay == 'weekly': + if filing_status == 'head_household' or 'single' and wages > 0: + tax_rate_table = [ + (58, 0.0, 0.0), + (346, 0.031, 0.0), + (635, 0.0525, 8.94), + (float('inf'), 0.057, 24.09), + ] + + elif filing_status == 'married': + tax_rate_table = [ + (144, 0.0, 0.0), + (721, 0.031, 0.0), + (1298, 0.0525, 17.88), + (float('inf'), 0.057, 48.17), + ] + + ### BI-WEEKLY ### + if schedule_pay == 'bi-weekly': + if filing_status == 'head_household' or 'single' and wages > 0: + tax_rate_table = [ + (115, 0.0, 0.0), + (692, 0.031, 0.0), + (1269, 0.0525, 17.88), + (float('inf'), 0.057, 48.17), + ] + + elif filing_status == 'married': + tax_rate_table = [ + (288, 0.0, 0.0), + (1442, 0.031, 0.0), + (2596, 0.0525, 35.77), + (float('inf'), 0.057, 96.35), + ] + + ### SEMI-MONTHLY ### + if schedule_pay == 'semi-monthly': + if filing_status == 'head_household' or 'single' and wages > 0: + tax_rate_table = [ + (125, 0.0, 0.0), + (750, 0.031, 0.0), + (1375, 0.0525, 19.38), + (float('inf'), 0.057, 52.19), + ] + + elif filing_status == 'married': + tax_rate_table = [ + (313, 0.0, 0.0), + (1563, 0.031, 0.0), + (2813, 0.0525, 38.75), + (float('inf'), 0.057, 104.38), + ] + + ### MONTHLY ### + if schedule_pay == 'monthly': + if filing_status == 'head_household' or 'single' and wages > 0: + tax_rate_table = [ + (250, 0.0, 0.0), + (1500, 0.031, 0.0), + (2750, 0.0525, 38.75), + (float('inf'), 0.057, 104.38), + ] + + elif filing_status == 'married': + tax_rate_table = [ + (625, 0.0, 0.0), + (3125, 0.031, 0.0), + (5625, 0.0525, 77.50), + (float('inf'), 0.057, 208.75), + ] + + ### QUARTERLY ### + if schedule_pay == 'quarterly': + if filing_status == 'head_household' or 'single' and wages > 0: + tax_rate_table = [ + (750, 0.0, 0.0), + (4500, 0.031, 0.0), + (8250, 0.0525, 116.25), + (float('inf'), 0.057, 313.13), + ] + + elif filing_status == 'married': + tax_rate_table = [ + (1875, 0.0, 0.0), + (9375, 0.031, 0.0), + (16875, 0.0525, 232.50), + (float('inf'), 0.057, 626.25), + ] + + ### SEMI-ANNUAL ### + if schedule_pay == 'semi-annual': + if filing_status == 'head_household' or 'single' and wages > 0: + tax_rate_table = [ + (1500, 0.0, 0.0), + (9000, 0.031, 0.0), + (16500, 0.0525, 232.50), + (float('inf'), 0.057, 626.25), + ] + + elif filing_status == 'married': + tax_rate_table = [ + (3750, 0.0, 0.0), + (18750, 0.031, 0.0), + (33750, 0.0525, 465.00), + (float('inf'), 0.057, 1252.50), + ] + + ### ANNUAL ### + if schedule_pay == 'annually': + if filing_status == 'head_household' or 'single' and wages > 0: + tax_rate_table = [ + (3000, 0.0, 0.0), + (18000, 0.031, 0.0), + (33000, 0.0525, 465.00), + (float('inf'), 0.057, 1252.50), + ] + + elif filing_status == 'married': + tax_rate_table = [ + (7500, 0.0, 0.0), + (37500, 0.031, 0.0), + (67500, 0.0525, 930.00), + (float('inf'), 0.057, 2505.00), + ] + + over = 0.0 + tax = 0.0 + for row in tax_rate_table: + if wages <= row[0]: + tax = ((wages - over) * row[1]) + row[2] + tax += additional_withholding + break + over = row[0] + + result = -tax + + + + + + + diff --git a/l10n_us_ks_hr_payroll/tests/__init__.py b/l10n_us_ks_hr_payroll/tests/__init__.py new file mode 100755 index 00000000..62f312a3 --- /dev/null +++ b/l10n_us_ks_hr_payroll/tests/__init__.py @@ -0,0 +1 @@ +from . import test_us_ks_payslip_2018 diff --git a/l10n_us_ks_hr_payroll/tests/test_us_ks_payslip_2018.py b/l10n_us_ks_hr_payroll/tests/test_us_ks_payslip_2018.py new file mode 100755 index 00000000..9f6a0871 --- /dev/null +++ b/l10n_us_ks_hr_payroll/tests/test_us_ks_payslip_2018.py @@ -0,0 +1,92 @@ +from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip +from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract + + +class TestUsKSPayslip(TestUsPayslip): + ### + # 2018 Taxes and Rates + ### + KS_UNEMP_MAX_WAGE = 14000.0 + + def test_2018_taxes(self): + self.debug = True + salary = 210 + schedule_pay = 'weekly' + allowances = 2 + additional_withholding = 0 + + # Amount of each withholding allowance for weekly from Withholding Allowance Amounts Table + # https://www.ksrevenue.org/pdf/kw1002017.pdf + withholding_allowance = 43.27 * allowances + taxable_pay = salary - withholding_allowance + + # Tax Percentage Method for Single, taxable pay over $58, under $346 + wh = -round(((taxable_pay - 58) * 0.031) - additional_withholding, 2) + + employee = self._createEmployee() + + contract = self._createContract(employee, + salary, + struct_id=self.ref( + 'l10n_us_ks_hr_payroll.hr_payroll_salary_structure_us_ks_employee'), + schedule_pay=schedule_pay) + contract.ks_k4_allowances = allowances + contract.ks_additional_withholding = additional_withholding + contract.ks_k4_filing_status = 'single' + + self.assertEqual(contract.schedule_pay, 'weekly') + + # tax rates + ks_unemp = contract.ks_unemp_rate(2018) / -100.0 + + self._log('2018 Kansas tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['KS_UNEMP_WAGES'], salary) + self.assertPayrollEqual(cats['KS_UNEMP'], cats['KS_UNEMP_WAGES'] * ks_unemp) + self.assertPayrollEqual(cats['KS_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_ks_unemp_wages = self.KS_UNEMP_MAX_WAGE - salary if (self.KS_UNEMP_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2018 Kansas tax second payslip:') + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['KS_UNEMP_WAGES'], remaining_ks_unemp_wages) + self.assertPayrollEqual(cats['KS_UNEMP'], remaining_ks_unemp_wages * ks_unemp) + + def test_2018_taxes_with_state_exempt(self): + salary = 210 + schedule_pay = 'weekly' + allowances = 2 + + # Tax Exempt + wh = 0 + + employee = self._createEmployee() + + contract = self._createContract(employee, + salary, + struct_id=self.ref( + 'l10n_us_ks_hr_payroll.hr_payroll_salary_structure_us_ks_employee'), + schedule_pay=schedule_pay) + contract.ks_k4_allowances = allowances + contract.ks_k4_filing_status = 'exempt' + + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertEqual(cats['KS_WITHHOLD'], wh) diff --git a/l10n_us_ks_hr_payroll/us_ks_hr_payroll.py b/l10n_us_ks_hr_payroll/us_ks_hr_payroll.py new file mode 100755 index 00000000..e921c8f2 --- /dev/null +++ b/l10n_us_ks_hr_payroll/us_ks_hr_payroll.py @@ -0,0 +1,36 @@ +from odoo import models, fields, api + + +class USKSHrContract(models.Model): + _inherit = 'hr.contract' + + ks_k4_allowances = fields.Integer(string="Kansas K-4 Allowances", + default=0, + help="Allowances claimed on K-4") + ks_additional_withholding = fields.Float(string="Additional Withholding", + default=0.0, + help='Additional withholding from line 5 of form K-4') + ks_k4_filing_status = fields.Selection([ + ('exempt', 'Exempt'), + ('single', 'Single'), + ('married', 'Married'), + ('head_household', 'Head of Household') + ], string='KS Filing Status', default='single') + + + @api.multi + def ks_unemp_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'ks_unemp_rate_' + str(year)): + return self.employee_id.company_id['ks_unemp_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US Kansas.') + + +class KSCompany(models.Model): + _inherit = 'res.company' + + ks_unemp_rate_2018 = fields.Float(string="Kansas Unemployment Insurance Rate 2018", default=2.7) diff --git a/l10n_us_ks_hr_payroll/us_ks_hr_payroll_view.xml b/l10n_us_ks_hr_payroll/us_ks_hr_payroll_view.xml new file mode 100755 index 00000000..b0099c95 --- /dev/null +++ b/l10n_us_ks_hr_payroll/us_ks_hr_payroll_view.xml @@ -0,0 +1,36 @@ + + + + + res.company.form + res.company + 20 + + + + + + + + + + + + hr.contract.form.inherit + hr.contract + 147 + + + + + + + + + + + + + + + diff --git a/l10n_us_mo_hr_payroll/README.rst b/l10n_us_mo_hr_payroll/README.rst new file mode 100644 index 00000000..16fbf4d7 --- /dev/null +++ b/l10n_us_mo_hr_payroll/README.rst @@ -0,0 +1,40 @@ +*********************************** +Hibou - US Payroll - Missouri State +*********************************** + +Calculations and contribution registers for Missouri State Payroll. + +For more information and add-ons, visit `Hibou.io `_. + +============= +Main Features +============= + +* New Partners and Contribution Registers for: + * Missouri Department of Revenue - Unemployment + * Missouri Department of Revenue - Income Tax Withholding +* Contract level Missouri Exemptions and MO W-4 fields +* Company level Missouri Unemployment Rate + +.. image:: https://user-images.githubusercontent.com/15882954/41440915-40ac183e-6fe5-11e8-966a-7dd2d85bade1.png + :alt: 'Employee Contract Detail' + :width: 988 + :align: left + +USA Missouri Employee added to Contract Salary Structure Menu + +.. image:: https://user-images.githubusercontent.com/15882954/41440928-4b3fc214-6fe5-11e8-84f4-d35b401963c4.png + :alt: 'Computed Pay Slip Detail' + :width: 988 + :align: left + +New Payslip Categories for: + +* Missouri Income Withholding +* Missouri Unemployment and Missouri Unemployment - Wages + +======= +License +======= +Please see `LICENSE `_. +Copyright Hibou Corp. 2018 diff --git a/l10n_us_nc_hr_payroll/README.rst b/l10n_us_nc_hr_payroll/README.rst new file mode 100644 index 00000000..fad4ccf4 --- /dev/null +++ b/l10n_us_nc_hr_payroll/README.rst @@ -0,0 +1,41 @@ +***************************************** +Hibou - US Payroll - North Carolina State +***************************************** + +Calculations and contribution registers for North Carolina State Payroll. + +For more information and add-ons, visit `Hibou.io `_. + +============= +Main Features +============= + +* Contribution registers and partners for: + * North Carolina Department of Revenue - Income Tax withholding + * North Carolina Department of Taxation - Unemployment +* Contract level North Carolina Exemptions +* Company level North Carolina Unemployment Rate + +.. image:: https://user-images.githubusercontent.com/15882954/41436210-cb7f6a52-6fd5-11e8-9095-48799360f4e9.png + :alt: 'Employee Contract Detail' + :width: 988 + :align: left + +USA North Carolina Employee added to Contract Salary Structure menu + +.. image:: https://user-images.githubusercontent.com/15882954/41436282-fcfd3096-6fd5-11e8-8bc8-3c4985908b23.png + :alt: 'Computed Pay Slip Detail' + :width: 988 + :align: left + +New Payslip Categories for: + +* North Carolina Income Withholding +* North Carolina Unemployment - Wages +* North Carolina Unemployment. + +======= +License +======= +Please see `LICENSE `_. +Copyright Hibou Corp. 2018 diff --git a/l10n_us_nj_hr_payroll/README.rst b/l10n_us_nj_hr_payroll/README.rst new file mode 100644 index 00000000..3a2ca116 --- /dev/null +++ b/l10n_us_nj_hr_payroll/README.rst @@ -0,0 +1,50 @@ +************************************* +Hibou - US Payroll - New Jersey State +************************************* + +Calculations and contribution registers for New Jersey State Payroll. + +For more information and add-ons, visit `Hibou.io `_. + +============= +Main Features +============= + +* New Partner and Contribution Register for New Jersey Department of Taxation +* Company level New Jersey Unemployment Rate +* Company level New Jersey State Disability Insurance Rate +* Contract level New Jersey State Disability Insurance Rate +* Contract level New Jersey Family Leave Insurance Rate +* Contract level New Jersey Workforce Development/Supplemental Workforce Funds + +.. image:: https://user-images.githubusercontent.com/15882954/41478628-533a04e6-707d-11e8-8892-88e65aca231e.png + :alt: 'Employee Contract Detail' + :width: 988 + :align: left + +USA New Jersey Employee Added to Salary Structure Menu + +.. image:: https://user-images.githubusercontent.com/15882954/41478648-62840ce4-707d-11e8-9623-9638b6136f31.png + :alt: 'Computed Pay Slip Detail' + :width: 988 + :align: left + +New Payslip Categories for: + +* New Jersey Income Withholding +* New Jersey Family Leave Insurance Tax - Wages +* New Jersey State Disability Insurance Tax - Wages +* New Jersey Work Force Development - Wages +* New Jersey Unemployment Insurance Tax - Wages +* New Jersey State Workforce/Supplemental Tax +* New Jersey Unemployment Insurance Tax - Employee +* New Jersey Unemployment Insurance Tax - Employer +* New Jersey State Disability Insurance - Employee +* New Jersey State Disability Insurance - Employer +* New Jersey State Family Leave Insurance Tax + +======= +License +======= +Please see `LICENSE `_. +Copyright Hibou Corp. 2018 diff --git a/l10n_us_nj_hr_payroll/__init__.py b/l10n_us_nj_hr_payroll/__init__.py new file mode 100755 index 00000000..48629d95 --- /dev/null +++ b/l10n_us_nj_hr_payroll/__init__.py @@ -0,0 +1 @@ +from . import us_nj_hr_payroll diff --git a/l10n_us_nj_hr_payroll/__manifest__.py b/l10n_us_nj_hr_payroll/__manifest__.py new file mode 100755 index 00000000..6b34c3aa --- /dev/null +++ b/l10n_us_nj_hr_payroll/__manifest__.py @@ -0,0 +1,31 @@ +{ + 'name': 'USA - New Jersey - Payroll', + 'author': 'Hibou Corp. ', + 'license': 'AGPL-3', + 'category': 'Localization', + 'depends': ['l10n_us_hr_payroll'], + 'version': '11.0.2018.0.0', + 'description': """ +USA::New Jersey Payroll Rules. +============================== + + * New Jersey Division of Taxation partner + * Contribution register for New Jersey DoT + * Company level New Jersey Unemployment Rate + * Company level New Jersey State Disability Insurance Rate + * Contract level New Jersey Unemployment Rate + * Contract level New Jersey State Disability Insurance Rate + * Contract level New Jersey Family Leave Insurance Rate + * Contract level New Jersey Workforce Development/Supplemental Workforce Funds + """, + + 'auto_install': False, + 'website': 'https://hibou.io/', + 'data':[ + 'us_nj_hr_payroll_view.xml', + 'data/base.xml', + 'data/rules_2018.xml', + 'data/final.xml', + ], + 'installable': True +} diff --git a/l10n_us_nj_hr_payroll/data/base.xml b/l10n_us_nj_hr_payroll/data/base.xml new file mode 100755 index 00000000..5db83ed6 --- /dev/null +++ b/l10n_us_nj_hr_payroll/data/base.xml @@ -0,0 +1,155 @@ + + + + + + + New Jersey Division of Taxation - Unemployment Insurance Tax(Employee) + 1 + + + + + New Jersey Division of Taxation - Unemployment Insurance Tax(Employer) + 1 + + + + + New Jersey Division of Taxation - State Disability Insurance Tax(Employee) + 1 + + + + + New Jersey Division of Taxation - State Disability Insurance Tax(Employer) + 1 + + + + + New Jersey Division of Taxation - Family Leave Insurance Tax + 1 + + + + + New Jersey Division of Taxation - Workforce Development/Supplemental Workforce Funds Tax + 1 + + + + + New Jersey Division of Taxation - Income Tax Withholding + 1 + + + + + New Jersey Unemployment Insurance Tax + New Jersey Division of Taxation - Unemployment Insurance Tax(Employee) + + + + + New Jersey Unemployment Insurance Tax + New Jersey Division of Taxation - Unemployment Insurance Tax(Employer) + + + + + New Jersey State Disability Insurance + New Jersey Division of Taxation - State Disability Insurance Tax(Employee) + + + + + New Jersey State Disability Insurance + New Jersey Division of Taxation - State Disability Insurance Tax(Employer) + + + + + New Jersey State Family Leave Insurance + New Jersey Division of Taxation - Family Leave Insurance Tax + + + + + New Jersey State Workforce Development/Supplemental Workforce Funds + New Jersey Division of Taxation - Workforce Development/Supplemental Workforce Funds Tax + + + + + New Jersey Income Tax Withholding + New Jersey Division of Taxation - Income Tax Withholding + + + + + + + New Jersey Unemployment Insurance Tax - Wages + NJ_UNEMP_WAGES + + + + New Jersey State Disability Insurance Tax - Wages + NJ_SDI_WAGES + + + + New Jersey Family Leave Insurance Tax - Wages + NJ_FLI_WAGES + + + + New Jersey Work Force Development - Wages + NJ_WF_WAGES + + + + New Jersey Unemployment Insurance Tax - Employee + NJ_UNEMP_EMPLOYEE + + + + + New Jersey Unemployment Insurance Tax - Employer + NJ_UNEMP_COMPANY + + + + + New Jersey State Disability Insurance - Employer + NJ_SDI_COMPANY + + + + + New Jersey State Disability Insurance - Employee + NJ_SDI_EMPLOYEE + + + + + New Jersey State Family Leave Insurance Tax + NJ_FLI + + + + + New Jersey State Workforce Development/Suppllemental Tax + NJ_WF + + + + + New Jersey Income Withholding + NJ_WITHHOLD + + + + + diff --git a/l10n_us_nj_hr_payroll/data/final.xml b/l10n_us_nj_hr_payroll/data/final.xml new file mode 100755 index 00000000..568bd523 --- /dev/null +++ b/l10n_us_nj_hr_payroll/data/final.xml @@ -0,0 +1,27 @@ + + + + + + + US_NJ_EMP + USA New Jersey Employee + + + + + + + diff --git a/l10n_us_nj_hr_payroll/data/rules_2018.xml b/l10n_us_nj_hr_payroll/data/rules_2018.xml new file mode 100755 index 00000000..0641e08f --- /dev/null +++ b/l10n_us_nj_hr_payroll/data/rules_2018.xml @@ -0,0 +1,697 @@ + + + + + + + + + + New Jersey Unemployment Insurance Tax - Wages (2018) + NJ_UNEMP_WAGES_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +### +ytd = payslip.sum('NJ_UNEMP_WAGES_2018', '2018-01-01', '2019-01-01') +ytd += contract.external_wages +remaining = 33700.0 - ytd +if remaining <= 0.0: + result = 0 +elif remaining < categories.GROSS: + result = remaining +else: + result = categories.GROSS + + + + + + + New Jersey Unemployment - Employee(2018) + NJ_UNEMP_EMPLOYEE_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.nj_unemp_employee_rate(2018) +result = categories.NJ_UNEMP_WAGES + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + New Jersey Unemployment - Employer(2018) + NJ_UNEMP_COMPANY_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.nj_unemp_company_rate(2018) +result = categories.NJ_UNEMP_WAGES + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + + + + New Jersey State Disability Tax - Wages (2018) + NJ_SDI_WAGES_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +### +ytd = payslip.sum('NJ_SDI_WAGES_2018', '2018-01-01', '2019-01-01') +ytd += contract.external_wages +remaining = 33700.0 - ytd +if remaining <= 0.0: + result = 0 +elif remaining < categories.GROSS: + result = remaining +else: + result = categories.GROSS + + + + + + + New Jersey State Disability Insurance - Employee(2018) + NJ_SDI_EMPLOYEE_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.nj_sdi_employee_rate(2018) +result = categories.NJ_SDI_WAGES + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + New Jersey State Disability Insurance - Employer(2018) + NJ_SDI_COMPANY_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.nj_sdi_company_rate(2018) +result = categories.NJ_SDI_WAGES + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + + + New Jersey Family Leave Insurance Tax - Wages (2018) + NJ_FLI_WAGES_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +### +ytd = payslip.sum('NJ_FLI_WAGES_2018', '2018-01-01', '2019-01-01') +ytd += contract.external_wages +remaining = 33700.0 - ytd +if remaining <= 0.0: + result = 0 +elif remaining < categories.GROSS: + result = remaining +else: + result = categories.GROSS + + + + + + + New Jersey Family Leave Insurance(2018) + NJ_FLI_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.nj_fli_rate(2018) +result = categories.NJ_FLI_WAGES + + + + + + + + + + New Jersey Workforce Development/Supplemental Workforce Funds Tax - Wages (2018) + NJ_WF_WAGES_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +### +ytd = payslip.sum('NJ_WF_WAGES_2018', '2018-01-01', '2019-01-01') +ytd += contract.external_wages +remaining = 33700.0 - ytd +if remaining <= 0.0: + result = 0 +elif remaining < categories.GROSS: + result = remaining +else: + result = categories.GROSS + + + + + + + New Jersey Workforce Development/Supplemental Workforce Funds(2018) + NJ_WF_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.nj_wf_rate(2018) +result = categories.NJ_WF_WAGES + + + + + + + + + + New Jersey Income Withholding + NJ_INC_WITHHOLD_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +wages = categories.GROSS +allowances = contract.nj_njw4_allowances +additional_withholding = contract.nj_additional_withholding +schedule_pay = contract.schedule_pay +filing_status = contract.nj_njw4_filing_status +rate_table = contract.nj_njw4_rate_table + +# Determine which rate table to use +if not rate_table: + if filing_status == 'single' or filing_status == 'married_separate': + rate_table = 'A' + elif filing_status == 'married_joint' or filing_status == 'widower' or filing_status == 'head_household': + rate_table = 'B' + +# Tables are found in http://www.state.nj.us/treasury/taxation/pdf/current/njwt.pdf +# Tax Rate Tables to calculate income withholding + +#### RATE 'A' #### +if rate_table == 'A': + ### WEEKLY ### + if schedule_pay == 'weekly': + wages -= 19.20 * allowances + tax_rate_table = [ + (384, 0.015, 0.0), + (673, 0.02, 5.76), + (769, 0.039, 11.54), + (1442, 0.061, 15.28), + (9615, 0.07, 56.34), + (float('inf'), 0.099, 628.45), + ] + + ### BI-WEEKLY ### + elif schedule_pay == 'bi-weekly': + wages -= 38.40 * allowances + tax_rate_table = [ + (769, 0.015, 0.0), + (1346, 0.02, 11.54), + (1538, 0.039, 23.08), + (2884, 0.061, 30.56), + (19231, 0.07, 112.67), + (float('inf'), 0.099, 1256.96), + ] + + ### SEMI-MONTHLY ### + elif schedule_pay == 'semi-monthly': + wages -= 41.60 * allowances + tax_rate_table = [ + (833, 0.015, 0.0), + (1458, 0.02, 12.50), + (1666, 0.039, 25.00), + (3125, 0.061, 33.11), + (20833, 0.07, 112.11), + (float('inf'), 0.099, 1361.67), + ] + + ### MONTHLY ### + elif schedule_pay == 'monthly': + wages -= 83.30 * allowances + tax_rate_table = [ + (1666, 0.015, 0.0), + (2916, 0.02, 24.99), + (3333, 0.039, 49.99), + (6250, 0.061, 66.25), + (41667, 0.07, 244.19), + (float('inf'), 0.099, 2723.38), + ] + + ### QUARTERLY ### + elif schedule_pay == 'quarterly': + wages -= 250.00 * allowances + tax_rate_table = [ + (5000, 0.015, 0.0), + (8750, 0.02, 75.00), + (10000, 0.039, 150.00), + (18750, 0.061, 198.75), + (125000, 0.07, 732.50), + (float('inf'), 0.099, 8170.00), + ] + + ### SEMI-ANNUAL ### + elif schedule_pay == 'semi-annual': + wages -= 500 * allowances + tax_rate_table = [ + (10000, 0.015, 0.0), + (17500, 0.02, 150.00), + (20000, 0.039, 300.00), + (37500, 0.061, 397.50), + (250000, 0.07, 1465.00), + (float('inf'), 0.099, 16340.00), + ] + + ### ANNUAL ### + elif schedule_pay == 'annually': + wages -= 1000.00 * allowances + tax_rate_table = [ + (20000, 0.015, 0.0), + (35000, 0.02, 300.00), + (40000, 0.039, 600.00), + (75000, 0.061, 795.00), + (500000, 0.07, 2930.00), + (float('inf'), 0.099, 32680.00), + ] + +#### RATE 'B' #### +elif rate_table == 'B': + ### WEEKLY ### + if schedule_pay == 'weekly': + wages -= 19.20 * allowances + tax_rate_table = [ + (384, 0.015, 0.0), + (961, 0.02, 5.76), + (1346, 0.027, 17.30), + (1538, 0.039, 27.70), + (2884, 0.061, 35.18), + (9615, 0.07, 117.29), + (float('inf'), 0.099, 588.46), + ] + + ### BI-WEEKLY ### + elif schedule_pay == 'bi-weekly': + wages -= 38.40 * allowances + tax_rate_table = [ + (769, 0.015, 0.0), + (1923, 0.02, 11.54), + (2692, 0.027, 34.62), + (3076, 0.039, 55.38), + (5769, 0.061, 70.35), + (19231, 0.07, 234.63), + (float('inf'), 0.099, 1176.97), + ] + + ### SEMI-MONTHLY ### + elif schedule_pay == 'semi-monthly': + wages -= 41.60 * allowances + tax_rate_table = [ + (833, 0.015, 0.0), + (2083, 0.02, 12.50), + (2916, 0.027, 37.50), + (3333, 0.039, 59.99), + (6250, 0.061, 76.25), + (20833, 0.07, 254.19), + (float('inf'), 0.099, 1275), + ] + + ### MONTHLY ### + elif schedule_pay == 'monthly': + wages -= 83.30 * allowances + tax_rate_table = [ + (1666, 0.015, 0.0), + (4166, 0.02, 24.99), + (5833, 0.027, 74.99), + (6666, 0.039, 120.00), + (12500, 0.061, 152.49), + (41667, 0.07, 508.36), + (float('inf'), 0.099, 2550.05), + ] + + ### QUARTERLY ### + elif schedule_pay == 'quarterly': + wages -= 250.00 * allowances + tax_rate_table = [ + (5000, 0.015, 0.0), + (12500, 0.02, 75.00), + (17500, 0.027, 225.00), + (20000, 0.039, 360.00), + (37500, 0.061, 457.50), + (125000, 0.07, 1525.00), + (float('inf'), 0.099, 7650.00), + ] + + ### SEMI-ANNUAL ### + elif schedule_pay == 'semi-annual': + wages -= 500.00 * allowances + tax_rate_table = [ + (10000, 0.015, 0.0), + (25000, 0.02, 150.00), + (35000, 0.027, 450.00), + (40000, 0.039, 720.00), + (75000, 0.061, 915.00), + (250000, 0.07, 3050.00), + (float('inf'), 0.099, 15300.00), + ] + + ### ANNUAL ### + elif schedule_pay == 'annually': + wages -= 1000.00 * allowances + tax_rate_table = [ + (20000, 0.015, 0.0), + (50000, 0.02, 300.00), + (70000, 0.027, 900.00), + (80000, 0.039, 1440.00), + (150000, 0.061, 1830.00), + (500000, 0.07, 6100.00), + (float('inf'), 0.099, 30600.00), + ] + +#### RATE 'C' #### +elif rate_table == 'C': + ### WEEKLY ### + if schedule_pay == 'weekly': + wages -= 19.20 * allowances + tax_rate_table = [ + (384, 0.015, 0.0), + (769, 0.023, 5.76), + (961, 0.028, 14.62), + (1153, 0.035, 19.99), + (2884, 0.056, 26.71), + (9615, 0.066, 123.65), + (float('inf'), 0.099, 567.90), + ] + + ### BI-WEEKLY ### + elif schedule_pay == 'bi-weekly': + wages -= 38.40 * allowances + tax_rate_table = [ + (769, 0.015, 0.0), + (1538, 0.023, 11.54), + (1923, 0.028, 29.22), + (2307, 0.035, 40.00), + (5769, 0.056, 53.44), + (19231, 0.066, 247.31), + (float('inf'), 0.099, 1135.80), + ] + + ### SEMI-MONTHLY ### + elif schedule_pay == 'semi-monthly': + wages -= 41.60 * allowances + tax_rate_table = [ + (833, 0.015, 0.0), + (1666, 0.023, 12.50), + (2083, 0.028, 31.65), + (2500, 0.035, 43.33), + (6250, 0.056, 57.93), + (20833, 0.066, 26793), + (float('inf'), 0.099, 1230.41), + ] + + ### MONTHLY ### + elif schedule_pay == 'monthly': + wages -= 83.30 * allowances + tax_rate_table = [ + (1666, 0.015, 0.0), + (3333, 0.023, 24.99), + (4166, 0.028, 63.33), + (5000, 0.035, 86.66), + (12500, 0.056, 115.85), + (41667, 0.066, 535.85), + (float('inf'), 0.099, 2460.87), + ] + + ### QUARTERLY ### + elif schedule_pay == 'quarterly': + wages -= 250.00 * allowances + tax_rate_table = [ + (5000, 0.015, 0.0), + (10000, 0.023, 75.00), + (12500, 0.028, 190.00), + (15000, 0.035, 260.00), + (37500, 0.056, 347.50), + (125000, 0.066, 1607.50), + (float('inf'), 0.099, 7382.50), + ] + + ### SEMI-ANNUAL ### + elif schedule_pay == 'semi-annual': + wages -= 500.00 * allowances + tax_rate_table = [ + (10000, 0.015, 0.0), + (20000, 0.023, 150.00), + (25000, 0.028, 380.00), + (30000, 0.035, 520.00), + (75000, 0.056, 695.00), + (250000, 0.066, 3215.00), + (float('inf'), 0.099, 14765.00), + ] + + ### ANNUAL ### + elif schedule_pay == 'annually': + wages -= 1000.00 * allowances + tax_rate_table = [ + (20000, 0.015, 0.0), + (40000, 0.023, 300.00), + (50000, 0.028, 760.00), + (60000, 0.035, 1040.00), + (150000, 0.056, 1390.00), + (500000, 0.066, 6430.00), + (float('inf'), 0.099, 29530.00), + ] + +#### RATE 'D' #### +elif rate_table == 'D': + ### WEEKLY ### + if schedule_pay == 'weekly': + wages -= 19.20 * allowances + tax_rate_table = [ + (384, 0.015, 0.0), + (769, 0.027, 5.76), + (961, 0.034, 16.16), + (1153, 0.043, 22.68), + (2884, 0.056, 30.94), + (9615, 0.065, 127.88), + (float('inf'), 0.099, 565.40), + ] + + ### BI-WEEKLY ### + elif schedule_pay == 'bi-weekly': + wages -= 38.40 * allowances + tax_rate_table = [ + (769, 0.015, 0.0), + (1538, 0.027, 11.54), + (1923, 0.034, 32.30), + (2307, 0.043, 45.39), + (5769, 0.056, 61.90), + (19231, 0.065, 255.77), + (float('inf'), 0.099, 1130.80), + ] + + ### SEMI-MONTHLY ### + elif schedule_pay == 'semi-monthly': + wages -= 41.60 * allowances + tax_rate_table = [ + (833, 0.015, 0.0), + (1666, 0.027, 12.50), + (2083, 0.034, 34.99), + (2500, 0.043, 49.16), + (6250, 0.056, 67.10), + (20833, 0.065, 277.10), + (float('inf'), 0.099, 1225.00), + ] + + ### MONTHLY ### + elif schedule_pay == 'monthly': + wages -= 83.30 * allowances + tax_rate_table = [ + (1666, 0.015, 0.0), + (3333, 0.027, 24.99), + (4166, 0.034, 70.00), + (5000, 0.043, 98.32), + (12500, 0.056, 134.18), + (41667, 0.065, 554.18), + (float('inf'), 0.099, 2450.04), + ] + + ### QUARTERLY ### + elif schedule_pay == 'quarterly': + wages -= 250.00 * allowances + tax_rate_table = [ + (5000, 0.015, 0.0), + (10000, 0.027, 75.00), + (12500, 0.034, 210.00), + (15000, 0.043, 295.00), + (37500, 0.056, 402.50), + (125000, 0.065, 1662.50), + (float('inf'), 0.099, 7350.00), + ] + + ### SEMI-ANNUAL ### + elif schedule_pay == 'semi-annual': + wages -= 500.00 * allowances + tax_rate_table = [ + (10000, 0.015, 0.0), + (20000, 0.027, 150.00), + (25000, 0.034, 420.00), + (30000, 0.043, 590.00), + (75000, 0.056, 805.00), + (250000, 0.065, 3325.00), + (float('inf'), 0.099, 14700.00), + ] + + ### ANNUAL ### + elif schedule_pay == 'annually': + wages -= 1000.00 * allowances + tax_rate_table = [ + (20000, 0.015, 0.0), + (40000, 0.027, 300.00), + (50000, 0.034, 840.00), + (60000, 0.043, 1180.00), + (150000, 0.056, 1610.00), + (250000, 0.065, 6650.00), + (float('inf'), 0.099, 29400.00), + ] + +#### RATE 'E' #### +elif rate_table == 'E': + ### WEEKLY ### + if schedule_pay == 'weekly': + wages -= 19.20 * allowances + tax_rate_table = [ + (384, 0.015, 0.0), + (673, 0.02, 5.76), + (1923, 0.058, 11.54), + (9615, 0.065, 84.04), + (float('inf'), 0.099, 584.02), + ] + + ### BI-WEEKLY ### + elif schedule_pay == 'bi-weekly': + wages -= 38.40 * allowances + tax_rate_table = [ + (769, 0.015, 0.0), + (1346, 0.02, 11.54), + (3846, 0.058, 23.08), + (19231, 0.065, 168.08), + (float('inf'), 0.099, 1168.11), + ] + + ### SEMI-MONTHLY ### + elif schedule_pay == 'semi-monthly': + wages -= 41.60 * allowances + tax_rate_table = [ + (833, 0.015, 0.0), + (1458, 0.02, 12.50), + (4166, 0.058, 25.00), + (20833, 0.065, 182.06), + (float('inf'), 0.099, 1265.42), + ] + + ### MONTHLY ### + elif schedule_pay == 'monthly': + wages -= 83.30 * allowances + tax_rate_table = [ + (1666, 0.015, 0.0), + (2916, 0.02, 24.99), + (8333, 0.058, 49.99), + (41667, 0.065, 364.18), + (float('inf'), 0.099, 2530.89), + ] + + ### QUARTERLY ### + elif schedule_pay == 'quarterly': + wages -= 250.00 * allowances + tax_rate_table = [ + (5000, 0.015, 0.0), + (8750, 0.02, 75.00), + (25000, 0.058, 150.00), + (125000, 0.065, 1092.50), + (float('inf'), 0.099, 7592.50), + ] + + ### SEMI-ANNUAL ### + elif schedule_pay == 'semi-annual': + wages -= 500.00 * allowances + tax_rate_table = [ + (10000, 0.015, 0.0), + (17500, 0.02, 150.00), + (50000, 0.058, 300.00), + (250000, 0.065, 2185.00), + (float('inf'), 0.099, 15,185.00), + ] + + ### ANNUAL ### + elif schedule_pay == 'annually': + wages -= 1000.00 * allowances + tax_rate_table = [ + (20000, 0.015, 0.0), + (35000, 0.02, 300.00), + (100000, 0.058, 600.00), + (500000, 0.065, 4370.00), + (float('inf'), 0.099, 30370.00), + ] + + +over = 0.0 +tax = 0.0 +for row in tax_rate_table: + if wages <= row[0]: + tax = ((wages - over) * row[1]) + row[2] + tax += additional_withholding + break + over = row[0] + +result = -tax + + + + + + + diff --git a/l10n_us_nj_hr_payroll/tests/__init__.py b/l10n_us_nj_hr_payroll/tests/__init__.py new file mode 100755 index 00000000..02adeeae --- /dev/null +++ b/l10n_us_nj_hr_payroll/tests/__init__.py @@ -0,0 +1 @@ +from . import test_us_nj_payslip_2018 diff --git a/l10n_us_nj_hr_payroll/tests/test_us_nj_payslip_2018.py b/l10n_us_nj_hr_payroll/tests/test_us_nj_payslip_2018.py new file mode 100755 index 00000000..eb9f4e61 --- /dev/null +++ b/l10n_us_nj_hr_payroll/tests/test_us_nj_payslip_2018.py @@ -0,0 +1,135 @@ +from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip +from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract + + +class TestUsNJPayslip(TestUsPayslip): + ### + # 2018 Taxes and Rates + ### + NJ_UNEMP_MAX_WAGE = 33700.0 + + # Examples found on page 24 of http://www.state.nj.us/treasury/taxation/pdf/current/njwt.pdf + def test_2018_taxes_example1(self): + salary = 300 + schedule_pay = 'weekly' + allowances = 1 + additional_withholding = 0 + + # Tax Percentage Method for Single, taxable pay over $58, under $346 + wh = -4.21 + + employee = self._createEmployee() + employee.company_id.nj_unemp_employee = 0.3825 + employee.company_id.nj_unemp_company = 3.4 + employee.company_id.nj_sdi_employee = 0.19 + employee.company_id.nj_sdi_company = 0.5 + employee.company_id.nj_fli = 0.09 + employee.company_id.nj_wf = 0.0 + + contract = self._createContract(employee, + salary, + struct_id=self.ref( + 'l10n_us_nj_hr_payroll.hr_payroll_salary_structure_us_nj_employee'), + schedule_pay=schedule_pay) + contract.nj_njw4_allowances = allowances + contract.nj_additional_withholding = additional_withholding + contract.nj_njw4_filing_status = 'single' + contract.nj_njw4_rate_table = 'A' + + # tax rates + nj_unemp_employee = contract.nj_unemp_employee_rate(2018) / -100.0 + nj_unemp_company = contract.nj_unemp_company_rate(2018) / -100.0 + nj_sdi_employee = contract.nj_sdi_employee_rate(2018) / -100.0 + nj_sdi_company = contract.nj_sdi_company_rate(2018) / -100.0 + nj_fli = contract.nj_fli_rate(2018) / -100.0 + nj_wf = contract.nj_wf_rate(2018) / -100.0 + + self.assertEqual(contract.schedule_pay, 'weekly') + + self._log('2018 New Jersey tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['NJ_UNEMP_WAGES'], salary) + self.assertPayrollEqual(cats['NJ_UNEMP_EMPLOYEE'], round(cats['NJ_UNEMP_WAGES'] * nj_unemp_employee, 2)) + self.assertPayrollEqual(cats['NJ_UNEMP_COMPANY'], cats['NJ_UNEMP_WAGES'] * nj_unemp_company) + self.assertPayrollEqual(cats['NJ_SDI_EMPLOYEE'], cats['NJ_SDI_WAGES'] * nj_sdi_employee) + self.assertPayrollEqual(cats['NJ_SDI_COMPANY'], cats['NJ_SDI_WAGES'] * nj_sdi_company) + self.assertPayrollEqual(cats['NJ_FLI'], cats['NJ_FLI_WAGES'] * nj_fli) + self.assertPayrollEqual(cats['NJ_WF'], cats['NJ_WF_WAGES'] * nj_wf) + self.assertPayrollEqual(cats['NJ_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_nj_unemp_wages = self.NJ_UNEMP_MAX_WAGE - salary if (self.NJ_UNEMP_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2018 New Jersey tax second payslip:') + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['NJ_UNEMP_WAGES'], remaining_nj_unemp_wages) + self.assertPayrollEqual(cats['NJ_UNEMP_COMPANY'], remaining_nj_unemp_wages * nj_unemp_company) + self.assertPayrollEqual(cats['NJ_UNEMP_EMPLOYEE'], remaining_nj_unemp_wages * nj_unemp_employee) + + def test_2018_taxes_example2(self): + salary = 1400.00 + schedule_pay = 'weekly' + allowances = 3 + additional_withholding = 0 + + # Tax Percentage Method for Single, taxable pay over $58, under $346 + wh = -27.60 + + employee = self._createEmployee() + employee.company_id.nj_unemp_employee = 0.3825 + employee.company_id.nj_unemp_company = 3.4 + employee.company_id.nj_sdi_employee = 0.19 + employee.company_id.nj_sdi_company = 0.5 + employee.company_id.nj_fli = 0.09 + employee.company_id.nj_wf = 0.0 + + contract = self._createContract(employee, + salary, + struct_id=self.ref( + 'l10n_us_nj_hr_payroll.hr_payroll_salary_structure_us_nj_employee'), + schedule_pay=schedule_pay) + contract.nj_njw4_allowances = allowances + contract.nj_additional_withholding = additional_withholding + contract.nj_njw4_filing_status = 'married_joint' + + # tax rates + nj_unemp_employee = contract.nj_unemp_employee_rate(2018) / -100.0 + nj_unemp_company = contract.nj_unemp_company_rate(2018) / -100.0 + nj_sdi_employee = contract.nj_sdi_employee_rate(2018) / -100.0 + nj_sdi_company = contract.nj_sdi_company_rate(2018) / -100.0 + nj_fli = contract.nj_fli_rate(2018) / -100.0 + nj_wf = contract.nj_wf_rate(2018) / -100.0 + + self.assertEqual(contract.schedule_pay, 'weekly') + + self._log('2018 New Jersey tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['NJ_UNEMP_WAGES'], salary) + self.assertPayrollEqual(cats['NJ_UNEMP_EMPLOYEE'], round((cats['NJ_UNEMP_WAGES'] * nj_unemp_employee), 2)) + self.assertPayrollEqual(cats['NJ_UNEMP_COMPANY'], cats['NJ_UNEMP_WAGES'] * nj_unemp_company) + self.assertPayrollEqual(cats['NJ_SDI_EMPLOYEE'], cats['NJ_SDI_WAGES'] * nj_sdi_employee) + self.assertPayrollEqual(cats['NJ_SDI_COMPANY'], cats['NJ_SDI_WAGES'] * nj_sdi_company) + self.assertPayrollEqual(cats['NJ_FLI'], cats['NJ_FLI_WAGES'] * nj_fli) + self.assertPayrollEqual(cats['NJ_WF'], cats['NJ_WF_WAGES'] * nj_wf) + self.assertPayrollEqual(cats['NJ_WITHHOLD'], wh) + + process_payslip(payslip) diff --git a/l10n_us_nj_hr_payroll/us_nj_hr_payroll.py b/l10n_us_nj_hr_payroll/us_nj_hr_payroll.py new file mode 100755 index 00000000..567aa1f2 --- /dev/null +++ b/l10n_us_nj_hr_payroll/us_nj_hr_payroll.py @@ -0,0 +1,92 @@ +from odoo import models, fields, api + + +class USNJHrContract(models.Model): + _inherit = 'hr.contract' + + nj_njw4_allowances = fields.Integer(string="New Jersey NJ-W4 Allowances", + default=0, + help="Allowances claimed on NJ W-4") + nj_additional_withholding = fields.Float(string="Additional Withholding", + default=0.0, + help='Additional withholding from line 5 of form NJ-W4') + nj_njw4_filing_status = fields.Selection([ + ('single', 'Single'), + ('married_separate', 'Married/Civil Union partner Separate'), + ('married_joint', 'Married/Civil Union Couple Joint'), + ('widower', 'Widower/Surviving Civil Union Partner'), + ('head_household', 'Head of Household') + ], string='NJ Filing Status', default='single') + nj_njw4_rate_table = fields.Char(string='Wage Chart Letter', + help='Wage Chart Letter from line 3 of form NJ-W4.') + + def nj_unemp_employee_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'nj_unemp_employee_rate_' + str(year)): + return self.employee_id.company_id['nj_unemp_employee_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US New Jersey.') + + def nj_unemp_company_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'nj_unemp_company_rate_' + str(year)): + return self.employee_id.company_id['nj_unemp_company_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US New Jersey.') + + def nj_sdi_company_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'nj_sdi_company_rate_' + str(year)): + return self.employee_id.company_id['nj_sdi_company_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US New Jersey.') + + def nj_sdi_employee_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'nj_sdi_employee_rate_' + str(year)): + return self.employee_id.company_id['nj_sdi_employee_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US New Jersey.') + + def nj_fli_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'nj_fli_rate_' + str(year)): + return self.employee_id.company_id['nj_fli_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US New Jersey.') + + def nj_wf_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'nj_wf_rate_' + str(year)): + return self.employee_id.company_id['nj_wf_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US New Jersey.') + + +class NJCompany(models.Model): + _inherit = 'res.company' + + nj_unemp_company_rate_2018 = fields.Float(string="New Jersey Employer State Unemployment Insurance Rate 2018", default=3.4) + nj_unemp_employee_rate_2018 = fields.Float(string="New Jersey Employee State Unemployment Insurance Rate 2018", default=0.3825) + nj_sdi_company_rate_2018 = fields.Float(string="New Jersey Employer State Disability Insurance Rate 2018", default=0.5) + nj_sdi_employee_rate_2018 = fields.Float(string="New Jersey Employee State Disability Insurance Rate 2018", default=0.19) + nj_fli_rate_2018 = fields.Float(string="New Jersey Family Leave Insurance Rate 2018", default=0.09) + nj_wf_rate_2018 = fields.Float(string="New Jersey Workforce Development Rate 2018", default=0.0) diff --git a/l10n_us_nj_hr_payroll/us_nj_hr_payroll_view.xml b/l10n_us_nj_hr_payroll/us_nj_hr_payroll_view.xml new file mode 100755 index 00000000..537a05f8 --- /dev/null +++ b/l10n_us_nj_hr_payroll/us_nj_hr_payroll_view.xml @@ -0,0 +1,42 @@ + + + + + res.company.form + res.company + 20 + + + + + + + + + + + + + + + + + hr.contract.form.inherit + hr.contract + 147 + + + + + + + + + + + + + + + + diff --git a/l10n_us_ny_hr_payroll/README.rst b/l10n_us_ny_hr_payroll/README.rst new file mode 100644 index 00000000..d732880c --- /dev/null +++ b/l10n_us_ny_hr_payroll/README.rst @@ -0,0 +1,49 @@ +************************************* +Hibou - US Payroll - New York State +************************************* + +Calculations and contribution registers for New York State Payroll. + +For more information and add-ons, visit `Hibou.io `_. + +============= +Main Features +============= + +* New Partner and Contribution Register for New York Department of Taxation and Finance +* Company level New York Unemployment Rate +* Company level New York Re-employment Service Fund +* Company level New York Metropolitan Commuter Transportation Mobility Tax +* Contract level New York State Income Tax + +.. image:: https://user-images.githubusercontent.com/15882954/41480034-ef3aa5b8-7081-11e8-990d-3231ebfc2c16.png + :alt: 'Employee Contract Detail' + :width: 988 + :align: left + +USA New York Employee Added to Salary Structure Menu + +.. image:: https://user-images.githubusercontent.com/15882954/41480052-fbad372a-7081-11e8-9421-996d26f449ab.png + :alt: 'Computed Pay Slip Detail' + :width: 988 + :align: left + +New Payslip Categories for: + +* New York Income Withholding +* New York Metropolitan Commuter Transportation Mobility Tax +* New York Unemployment Insurance Tax - Wages +* New York Unemployment Insurance Tax +* New York Re-employment Service Fund + +======= +Notes +======= + +This module does not include tax rules for NYC and Yonkers. + +======= +License +======= +Please see `LICENSE `_. +Copyright Hibou Corp. 2018 diff --git a/l10n_us_ny_hr_payroll/__init__.py b/l10n_us_ny_hr_payroll/__init__.py new file mode 100755 index 00000000..e99aa24a --- /dev/null +++ b/l10n_us_ny_hr_payroll/__init__.py @@ -0,0 +1 @@ +from . import hr_payroll diff --git a/l10n_us_ny_hr_payroll/__manifest__.py b/l10n_us_ny_hr_payroll/__manifest__.py new file mode 100755 index 00000000..79b2f871 --- /dev/null +++ b/l10n_us_ny_hr_payroll/__manifest__.py @@ -0,0 +1,29 @@ +{ + 'name': 'USA - New York - Payroll', + 'author': 'Hibou Corp. ', + 'license': 'AGPL-3', + 'category': 'Localization', + 'depends': ['l10n_us_hr_payroll'], + 'version': '11.0.2018.0.0', + 'description': """ +USA::New York Payroll Rules. +============================== + +* New Jersey Department of Taxation and Finance partner +* Contribution register and partner for New York State Department of Taxation and Finance +* Company level New York Unemployment Rate +* Company Level New York Re-employment Service Fund +* Company level New York Metropolitan Commuter Transportation Mobility Tax +* Contract level New York Income Tax + """, + + 'auto_install': False, + 'website': 'https://hibou.io/', + 'data': [ + 'hr_payroll_view.xml', + 'data/base.xml', + 'data/rules_2018.xml', + 'data/final.xml', + ], + 'installable': True +} diff --git a/l10n_us_ny_hr_payroll/data/base.xml b/l10n_us_ny_hr_payroll/data/base.xml new file mode 100755 index 00000000..ac14d74b --- /dev/null +++ b/l10n_us_ny_hr_payroll/data/base.xml @@ -0,0 +1,78 @@ + + + + + + New York State Department of Taxation and Finance - Unemployment Insurance Tax + 1 + + + + New York State Department of Taxation and Finance - Income Tax Withholding + 1 + + + + New York State Department of Taxation and Finance - Re-employment Service Fund + 1 + + + + New York State Department of Taxation and Finance - Metropolitan Commuter Transportation Mobility Tax + 1 + + + + + New York Unemployment Insurance Tax + New York State Department of Taxation and Finance - Unemployment Insurance Tax + + + + New York Income Tax Withholding + New York State Department of Taxation and Finance - Income Tax Withholding + + + + Re-employment Service Fund + New York State Department of Taxation and Finance - Re-employment Service Fund + + + + Metropolitan Commuter Transportation Mobility Tax + New York State Department of Taxation and Finance - Metropolitan Commuter Transportation Mobility Tax + + + + + + + New York Unemployment Insurance Tax - Wages + NY_UNEMP_WAGES + + + + New York Unemployment Insurance Tax + NY_UNEMP + + + + + New York Re-employment Service Fund + NY_RSF + + + + + New York Metropolitan Commuter Transportation Mobility Tax + NY_MCTMT + + + + + New York Income Withholding + NY_WITHHOLD + + + + \ No newline at end of file diff --git a/l10n_us_ny_hr_payroll/data/final.xml b/l10n_us_ny_hr_payroll/data/final.xml new file mode 100755 index 00000000..c0dd889f --- /dev/null +++ b/l10n_us_ny_hr_payroll/data/final.xml @@ -0,0 +1,21 @@ + + + + + + + US_NY_EMP + USA New York Employee + + + + + + + diff --git a/l10n_us_ny_hr_payroll/data/rules_2018.xml b/l10n_us_ny_hr_payroll/data/rules_2018.xml new file mode 100755 index 00000000..c10ea324 --- /dev/null +++ b/l10n_us_ny_hr_payroll/data/rules_2018.xml @@ -0,0 +1,350 @@ + + + + + + + + + + New York Unemployment Insurance Tax - Wages (2018) + NY_UNEMP_WAGES_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +### +ytd = payslip.sum('NY_UNEMP_WAGES_2018', '2018-01-01', '2019-01-01') +ytd += contract.external_wages +remaining = 11100.00 - ytd +if remaining <= 0.0: + result = 0 +elif remaining < categories.GROSS: + result = remaining +else: + result = categories.GROSS + + + + + + + + New York Unemployment Insurance Tax(2018) + NY_UNEMP_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.ny_unemp_rate(2018) +result = categories.NY_UNEMP_WAGES + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + + + New York Re-employment Service Fund(2018) + NY_RSF_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.ny_rsf_rate(2018) +result = categories.NY_UNEMP_WAGES + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + + + New York Metropolitan Commuter Transportation Mobility Tax(2018) + NY_MCTMT_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.ny_mctmt_rate(2018) +result = categories.MCTMT_WAGES + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + + + New York Income Withholding + NY_INC_WITHHOLD_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +wages = categories.GROSS +allowances = contract.ny_it2104_allowances +additional_withholding = contract.ny_additional_withholding +schedule_pay = contract.schedule_pay +filing_status = contract.ny_it2104_filing_status + +if filing_status == 'exempt': + result = 0.0 + +# Tables are found in https://www.tax.ny.gov/pdf/publications/withholding/nys50_t_nys.pdf +# Table A - Combined deduction and exemption allowance (Step 1) +deduction_exemption_table_single = { +'weekly': (142.30, 161.55, 180.80, 200.05, 219.30, 238.55, 257.80, 277.05, 296.30, 315.55, 334.80), +'bi-weekly': (284.60, 323.10, 361.60, 400.10, 438.60, 477.10, 515.60, 544.10, 592.60, 631.10, 669.60), +'semi-monthly': (308.35, 350.0, 391.65, 433.30, 474.95, 516.60, 558.25, 599.90, 641.55, 683.20, 724.85), +'monthly': (616.70, 700, 783.30, 866.60, 949.90, 1033.20, 1116.50, 1199.80, 1283.10, 1366.40, 1449.70), +'annually': (7400, 8400, 9400, 10400, 11400, 12400, 13400, 14400, 15400, 16400, 17400), +} + +deduction_exemption_table_married = { +'weekly': (152.90, 172.15, 191.40, 210.65, 229.90, 249.15, 268.40, 287.65, 306.90, 326.15, 345.40), +'bi-weekly': (305.80, 344.30, 382.80, 421.30, 459.80, 498.30, 536.80, 575.30, 613.80, 652.30, 690.80), +'semi-monthly': (331.25, 372.90, 414.55, 456.20, 497.85, 539.50, 581.15, 622.80, 664.45, 706.10, 747.75), +'monthly': (662.50, 745.80, 829.10, 912.40, 995.70, 1079.00, 1162.30, 1245.60, 1328.90, 1412.20, 1495.50), +'annually': (7950, 8950, 9950, 10950, 11950, 12950, 13950, 14950, 15950, 16950, 17950), +} + +# For greater than 10 exemptions, from tables B and C +over_10_deduction_table = { +'weekly': (142.30, 152.90, 19.25), +'bi-weekly': (284.60, 305.80, 38.50), +'semi-monthly': (308.35, 331.25, 41.65), +'monthly': (616.70, 662.50, 83.30), +'annual': (7400, 7950, 1000), +} + +if allowances > 10: + if filing_status == 'single': + wages -= over_10_deduction_table[schedule_pay][0] + over_10_deduction_table[schedule_pay][2] * allowances + elif filing_status == 'married': + wages -= over_10_deduction_table[schedule_pay][1] + over_10_deduction_table[schedule_pay][2] * allowances + +else: + if filing_status == 'single': + wages -= deduction_exemption_table_single[schedule_pay][allowances] + elif filing_status == 'married': + wages -= deduction_exemption_table_married[schedule_pay][allowances] + +# Tax Rate Tables +#### SINGLE #### +if filing_status == 'single': + if schedule_pay == 'weekly': + tax_rate_table = [ + (163, 0.0400, 0.0), + (225, 0.0450, 6.54), + (267, 0.0525, 9.31), + (412, 0.0590, 11.54), + (1551, 0.0633, 20.04), + (1862, 0.0657, 92.17), + (2070, 0.0758, 112.58), + (3032, 0.0808, 128.38), + (4142, 0.0707, 206.08), + (5104, 0.0856, 284.60), + (20722, 0.0735, 366.90), + (21684, 0.5208, 1514.85), + (float('inf'), 0.0962, 2015.62), + ] + + elif schedule_pay == 'bi-weekly': + tax_rate_table = [ + (327, 0.0400, 0.0), + (450, 0.0450, 13.08), + (535, 0.0525, 18.62), + (823, 0.0590, 23.08), + (3102, 0.0633, 40.08), + (3723, 0.0657, 184.35), + (4140, 0.0758, 225.15), + (6063, 0.0808, 256.77), + (8285, 0.0707, 412.15), + (10208, 0.0856, 569.19), + (41444, 0.0735, 733.81), + (43367, 0.5208, 3029.69), + (float('inf'), 0.0962, 4021.23), + ] + + elif schedule_pay == 'semi-monthly': + tax_rate_table = [ + (354, 0.0400, 0.0), + (488, 0.0450, 14.17), + (579, 0.0525, 20.17), + (892, 0.0590, 25.00), + (3360, 0.0633, 43.42), + (4033, 0.0657, 199.71), + (4485, 0.0758, 243.92), + (6569, 0.0808, 278.17), + (8975, 0.0707, 446.50), + (11058, 0.0856, 616.63), + (44898, 0.0735, 794.96), + (46981, 0.5208, 3282.17), + (float('inf'), 0.0962, 4367.17), + ] + + elif schedule_pay == 'monthly': + tax_rate_table = [ + (708, 0.0400, 0.0), + (975, 0.0450, 28.33), + (1158, 0.0525, 40.33), + (1783, 0.0590, 50.00), + (6721, 0.0633, 86.83), + (8067, 0.0657, 399.42), + (8971, 0.0758, 487.83), + (13138, 0.0808, 556.33), + (17950, 0.0707, 893.00), + (22117, 0.0856, 1233.25), + (89796, 0.0735, 1589.92), + (93963, 0.5208, 6564.33), + (float('inf'), 0.0962, 8734.33), + ] + + elif schedule_pay == 'annually': + tax_rate_table = [ + (8500, 0.0400, 0.0), + (11700, 0.0450, 340.00), + (13900, 0.0525, 484.00), + (21400, 0.0590, 600.00), + (80650, 0.0633, 1042.00), + (96800, 0.0657, 4793.00), + (107650, 0.0758, 5854.00), + (157650, 0.0808, 6676.00), + (215400, 0.0707, 10716.00), + (265400, 0.0856, 14799.00), + (1077550, 0.0735, 19079.00), + (1127550, 0.5208, 78772.00), + (float('inf'), 0.0962, 104812.00), + ] + +#### MARRIED #### +elif filing_status == 'married': + if schedule_pay == 'weekly': + tax_rate_table = [ + (163, 0.0400, 0.0), + (225, 0.0450, 6.54), + (267, 0.0525, 9.31), + (412, 0.0590, 11.54), + (1551, 0.0633, 20.04), + (1862, 0.0657, 92.17), + (2070, 0.0783, 112.58), + (3032, 0.0833, 128.90), + (4068, 0.0785, 209.00), + (6215, 0.0707, 290.37), + (7177, 0.0916, 442.17), + (20722, 0.0735, 530.25), + (41449, 0.0765, 1525.83), + (42411, 0.9454, 3111.42), + (float('inf'), 0.0962, 4020.46), + ] + + elif schedule_pay == 'bi-weekly': + tax_rate_table = [ + (327, 0.0400, 0.0), + (450, 0.0450, 13.08), + (535, 0.0525, 18.62), + (823, 0.0590, 23.08), + (3102, 0.0633, 40.08), + (3723, 0.0657, 184.35), + (4140, 0.0783, 225.15), + (6063, 0.0833, 257.81), + (8137, 0.0785, 418.00), + (12431, 0.0707, 580.73), + (14354, 0.0916, 884.35), + (41444, 0.0735, 1060.50), + (82898, 0.0765, 3051.65), + (84821, 0.9454, 6222.85), + (float('inf'), 0.0962, 8040.92), + ] + + elif schedule_pay == 'semi-monthly': + tax_rate_table = [ + (354, 0.0400, 0.0), + (488, 0.0450, 14.17), + (579, 0.0525, 20.17), + (892, 0.0590, 25.00), + (3360, 0.0633, 43.42), + (4033, 0.0657, 199.71), + (4485, 0.0783, 243.92), + (6569, 0.0833, 279.29), + (8815, 0.0785, 452.83), + (13476, 0.0707, 629.13), + (15550, 0.0916, 958.04), + (44898, 0.0735, 1148.88), + (89806, 0.0765, 3305.96), + (91890, 0.9454, 6741.42), + (float('inf'), 0.0962, 8711.00), + ] + + elif schedule_pay == 'monthly': + tax_rate_table = [ + (708, 0.0400, 0.0), + (975, 0.0450, 28.33), + (1158, 0.0525, 40.33), + (1783, 0.0590, 50.00), + (6721, 0.0633, 86.83), + (8067, 0.0657, 399.42), + (8971, 0.0783, 487.83), + (13138, 0.0833, 558.58), + (17629, 0.0785, 905.67), + (26933, 0.0707, 1258.25), + (31100, 0.0916, 1916.08), + (89796, 0.0735, 2297.75), + (179613, 0.0765, 6611.92), + (183779, 0.9454, 13482.83), + (float('inf'), 0.0962, 17422.00), + ] + + elif schedule_pay == 'annually': + tax_rate_table = [ + (8500, 0.0400, 0.0), + (11700, 0.0450, 340.00), + (13900, 0.0525, 484.00), + (21400, 0.0590, 600.00), + (80650, 0.0633, 1042.00), + (96800, 0.0657, 4793.00), + (107650, 0.0783, 5854.00), + (157650, 0.0833, 6703.00), + (211550, 0.0785, 10868.00), + (323200, 0.0707, 15099.00), + (373200, 0.0916, 22993.00), + (1077550, 0.0735, 27573.00), + (2155350, 0.0765, 79343.00), + (2205350, 0.9454, 161794.00), + (float('inf'), 0.0962, 209064.00), + ] + +over = 0.0 +tax = 0.0 +for row in tax_rate_table: + if wages <= row[0]: + tax = ((wages - over) * row[1]) + row[2] + break + over = row[0] + +tax += additional_withholding +result = -tax + + + + + + diff --git a/l10n_us_ny_hr_payroll/hr_payroll.py b/l10n_us_ny_hr_payroll/hr_payroll.py new file mode 100755 index 00000000..c2c305a6 --- /dev/null +++ b/l10n_us_ny_hr_payroll/hr_payroll.py @@ -0,0 +1,57 @@ +from odoo import models, fields, api + + +class USNYHrContract(models.Model): + _inherit = 'hr.contract' + + ny_it2104_allowances = fields.Integer(string="New York IT-2104 Allowances", + default=0, + help="Allowances claimed on line 1 of IT-2104") + ny_additional_withholding = fields.Integer(string="Additional Withholding", + default=0, + help="Line 3 of IT-2104") + ny_it2104_filing_status = fields.Selection([ + ('exempt', 'Exempt'), + ('single', 'Single'), + ('married', 'Married'), + ], string='NY Filing Status', default='single') + + @api.multi + def ny_unemp_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'ny_unemp_rate_' + str(year)): + return self.employee_id.company_id['ny_unemp_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US New York.') + + def ny_rsf_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'ny_rsf_rate_' + str(year)): + return self.employee_id.company_id['ny_rsf_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US New York.') + + def ny_mctmt_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'ny_mctmt_rate_' + str(year)): + return self.employee_id.company_id['ny_mctmt_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US New York.') + + +class NYCompany(models.Model): + _inherit = 'res.company' + + # Unemployment Rate is default for New Employer. + ny_unemp_rate_2018 = fields.Float(string="New York Unemployment Insurance Tax Rate 2018", default=3.925) + ny_rsf_rate_2018 = fields.Float(string="New York Re-employment Service Fund Rate 2018", default=0.075) + ny_mctmt_rate_2018 = fields.Float(string="New York Metropolitan Commuter Transportation Mobility Tax Rate 2018", default=0.0) diff --git a/l10n_us_ny_hr_payroll/hr_payroll_view.xml b/l10n_us_ny_hr_payroll/hr_payroll_view.xml new file mode 100755 index 00000000..cb291da0 --- /dev/null +++ b/l10n_us_ny_hr_payroll/hr_payroll_view.xml @@ -0,0 +1,37 @@ + + + + + res.company.form + res.company + 64 + + + + + + + + + + + + + hr.contract.form.inherit + hr.contract + 147 + + + + + + + + + + + + + + + diff --git a/l10n_us_ny_hr_payroll/tests/__init__.py b/l10n_us_ny_hr_payroll/tests/__init__.py new file mode 100755 index 00000000..050166dd --- /dev/null +++ b/l10n_us_ny_hr_payroll/tests/__init__.py @@ -0,0 +1 @@ +from . import test_us_ny_payslip_2018 diff --git a/l10n_us_ny_hr_payroll/tests/test_us_ny_payslip_2018.py b/l10n_us_ny_hr_payroll/tests/test_us_ny_payslip_2018.py new file mode 100755 index 00000000..48271fc3 --- /dev/null +++ b/l10n_us_ny_hr_payroll/tests/test_us_ny_payslip_2018.py @@ -0,0 +1,167 @@ +from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip +from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract + + +class TestUsNYPayslip(TestUsPayslip): + ### + # Taxes and Rates + ### + NY_UNEMP_MAX_WAGE = 11100 + + # Examples from http://www.edd.ca.gov/pdf_pub_ctr/18methb.pdf + def test_single_example1(self): + salary = 400 + schedule_pay = 'weekly' + allowances = 3 + additional_withholding = 0 + + wh = -8.20 + + employee = self._createEmployee() + employee.company_id.ny_unemp_rate_2018 = 0.825 + employee.company_id.ny_rsf_rate_2018 = 0.075 + employee.company_id.ny_mctmt_rate_2018 = 0.0 + + contract = self._createContract(employee, + salary, + struct_id=self.ref( + 'l10n_us_ny_hr_payroll.hr_payroll_salary_structure_us_ny_employee'), + schedule_pay=schedule_pay) + contract.ny_it2104_allowances = allowances + contract.ny_additional_withholding = additional_withholding + contract.ny_it2104_filing_status = 'single' + + self.assertEqual(contract.schedule_pay, 'weekly') + + # tax rates + ny_unemp = contract.ny_unemp_rate(2018) / -100.0 + ny_rsf = contract.ny_rsf_rate(2018) / -100.0 + ny_mctmt = contract.ny_mctmt_rate(2018) / -100.0 + + self._log('2018 New York tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['NY_UNEMP_WAGES'], salary) + self.assertPayrollEqual(cats['NY_UNEMP'], cats['NY_UNEMP_WAGES'] * ny_unemp) + self.assertPayrollEqual(cats['NY_RSF'], cats['NY_UNEMP_WAGES'] * ny_rsf) + self.assertPayrollEqual(cats['NY_MCTMT'], cats['NY_UNEMP_WAGES'] * ny_mctmt) + self.assertPayrollEqual(cats['NY_WITHHOLD'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_ny_unemp_wages = self.NY_UNEMP_MAX_WAGE - salary if (self.NY_UNEMP_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2018 New York tax second payslip:') + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['NY_UNEMP_WAGES'], remaining_ny_unemp_wages) + self.assertPayrollEqual(cats['NY_UNEMP'], remaining_ny_unemp_wages * ny_unemp) + + def test_single_example2(self): + salary = 5000 + schedule_pay = 'semi-monthly' + allowances = 3 + additional_withholding = 0 + + wh = -284.19 + + employee = self._createEmployee() + employee.company_id.ny_unemp_rate_2018 = 0.825 + employee.company_id.ny_rsf_rate_2018 = 0.075 + employee.company_id.ny_mctmt_rate_2018 = 0.0 + + contract = self._createContract(employee, + salary, + struct_id=self.ref( + 'l10n_us_ny_hr_payroll.hr_payroll_salary_structure_us_ny_employee'), + schedule_pay=schedule_pay) + contract.ny_it2104_allowances = allowances + contract.ny_additional_withholding = additional_withholding + contract.ny_it2104_filing_status = 'married' + + self.assertEqual(contract.schedule_pay, 'semi-monthly') + + # tax rates + ny_unemp = contract.ny_unemp_rate(2018) / -100.0 + ny_rsf = contract.ny_rsf_rate(2018) / -100.0 + ny_mctmt = contract.ny_mctmt_rate(2018) / -100.0 + + self._log('2018 New York tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['NY_UNEMP_WAGES'], salary) + self.assertPayrollEqual(cats['NY_UNEMP'], cats['NY_UNEMP_WAGES'] * ny_unemp) + self.assertPayrollEqual(cats['NY_RSF'], cats['NY_UNEMP_WAGES'] * ny_rsf) + self.assertPayrollEqual(cats['NY_MCTMT'], cats['NY_UNEMP_WAGES'] * ny_mctmt) + self.assertPayrollEqual(cats['NY_WITHHOLD'], wh) + + process_payslip(payslip) + + def test_single_example3(self): + salary = 50000 + schedule_pay = 'monthly' + allowances = 3 + additional_withholding = 0 + + wh = -3575.63 + + employee = self._createEmployee() + employee.company_id.ny_unemp_rate_2018 = 0.825 + employee.company_id.ny_rsf_rate_2018 = 0.075 + employee.company_id.ny_mctmt_rate_2018 = 0.0 + + contract = self._createContract(employee, + salary, + struct_id=self.ref( + 'l10n_us_ny_hr_payroll.hr_payroll_salary_structure_us_ny_employee'), + schedule_pay=schedule_pay) + contract.ny_it2104_allowances = allowances + contract.ny_additional_withholding = additional_withholding + contract.ny_it2104_filing_status = 'single' + + self.assertEqual(contract.schedule_pay, 'monthly') + + # tax rates + ny_unemp = contract.ny_unemp_rate(2018) / -100.0 + ny_rsf = contract.ny_rsf_rate(2018) / -100.0 + ny_mctmt = contract.ny_mctmt_rate(2018) / -100.0 + + self._log('2018 New York tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['NY_WITHHOLD'], wh) + + def test_tax_exempt(self): + schedule_pay = 'monthly' + + wh = 0.0 + + employee = self._createEmployee() + + contract = self._createContract(employee, + salary, + struct_id=self.ref( + 'l10n_us_ny_hr_payroll.hr_payroll_salary_structure_us_ny_employee'), + schedule_pay=schedule_pay) + contract.ny_it2104_filing_status = 'exempt' + + self.assertPayrollEqual(cats['NY_WITHHOLD'], wh) diff --git a/l10n_us_oh_hr_payroll/README.rst b/l10n_us_oh_hr_payroll/README.rst new file mode 100644 index 00000000..f3ff923e --- /dev/null +++ b/l10n_us_oh_hr_payroll/README.rst @@ -0,0 +1,42 @@ +******************************* +Hibou - US Payroll - Ohio State +******************************* + +Calculations and contribution registers for Ohio State Payroll. + +For more information and add-ons, visit `Hibou.io `_. + +============= +Main Features +============= + +* New Ohio Department of Revenue partner +* Contribution Registers for: + * Ohio Department of Revenue - Unemployment + * Ohio Department of Revenue - Income Tax withholding +* Contract level Ohio Withholding Allowance +* Company level Ohio Unemployment Rate + +.. image:: https://user-images.githubusercontent.com/15882954/41481725-e1cbd3c4-7087-11e8-8bf7-84843bb2f943.png + :alt: 'Employee Contract Detail' + :width: 988 + :align: left + +USA Ohio Employee added to Contract Salary Structure Menu + +.. image:: https://user-images.githubusercontent.com/15882954/41481743-f1eceb4e-7087-11e8-8d09-dd45551a3fa4.png + :alt: 'Computed Pay Slip Detail' + :width: 988 + :align: left + +New Payslip Categories for: + +* Ohio Income Withholding +* Ohio Unemployment - Wages +* Ohio Unemployment + +======= +License +======= +Please see `LICENSE `_. +Copyright Hibou Corp. 2018 diff --git a/l10n_us_oh_hr_payroll/hr_payroll.py b/l10n_us_oh_hr_payroll/hr_payroll.py index 3f648563..ee321819 100755 --- a/l10n_us_oh_hr_payroll/hr_payroll.py +++ b/l10n_us_oh_hr_payroll/hr_payroll.py @@ -5,6 +5,7 @@ class USOHHrContract(models.Model): _inherit = 'hr.contract' oh_income_allowances = fields.Integer(string='Ohio Income Allowances', default=0) + oh_additional_withholding = fields.Float(string="Additional Withholding", default=0.0) @api.multi def oh_unemp_rate(self, year): diff --git a/l10n_us_oh_hr_payroll/hr_payroll_view.xml b/l10n_us_oh_hr_payroll/hr_payroll_view.xml index ea1e722d..d5710c08 100755 --- a/l10n_us_oh_hr_payroll/hr_payroll_view.xml +++ b/l10n_us_oh_hr_payroll/hr_payroll_view.xml @@ -26,6 +26,7 @@ + diff --git a/l10n_us_pa_hr_payroll/README.rst b/l10n_us_pa_hr_payroll/README.rst new file mode 100644 index 00000000..676423a1 --- /dev/null +++ b/l10n_us_pa_hr_payroll/README.rst @@ -0,0 +1,45 @@ +*************************************** +Hibou - US Payroll - Pennsylvania State +*************************************** + +Calculations and contribution registers for Pennsylvania State Payroll. + +For more information and add-ons, visit `Hibou.io `_. + +============= +Main Features +============= + +* New Partner for Pennsylvania Department of Revenue +* New Contribution Registers for: + * Pennsylvania Department of Revenue - Unemployment Insurance + * Pennsylvania Department of Revenue - State Income Tax +* Contract level Pennsylvania Unemployment Rate +* Contract level Pennsylvania State Income Tax Rate +* Company level Pennsylvania Unemployment Rate + + +.. image:: https://user-images.githubusercontent.com/15882954/41480481-7e9c9b16-7083-11e8-83e0-25d8f37fb2c2.png + :alt: 'Employee Contract Detail' + :width: 988 + :align: left + +USA Pennsylvania Employee Added to Contract Salary Structure Menu + +.. image:: https://user-images.githubusercontent.com/15882954/41480499-8a2d88e6-7083-11e8-88a0-2811356bca34.png + :alt: 'Computed Pay Slip Detail' + :width: 988 + :align: left + +New Payslip Categories for: + +* Pennsylvania Unemployment - Wages +* Pennsylvania Income Withholding +* Pennsylvania Unemployment - Employee +* Pennsylvania Unemployment - Employer + +======= +License +======= +Please see `LICENSE `_. +Copyright Hibou Corp. 2018 diff --git a/l10n_us_pa_hr_payroll/__init__.py b/l10n_us_pa_hr_payroll/__init__.py new file mode 100644 index 00000000..e99aa24a --- /dev/null +++ b/l10n_us_pa_hr_payroll/__init__.py @@ -0,0 +1 @@ +from . import hr_payroll diff --git a/l10n_us_pa_hr_payroll/__manifest__.py b/l10n_us_pa_hr_payroll/__manifest__.py new file mode 100755 index 00000000..e589dcd2 --- /dev/null +++ b/l10n_us_pa_hr_payroll/__manifest__.py @@ -0,0 +1,28 @@ +{ + 'name': 'USA - Pennsylvania - Payroll', + 'author': 'Hibou Corp. ', + 'license': 'AGPL-3', + 'category': 'Localization', + 'depends': ['l10n_us_hr_payroll'], + 'version': '11.0.2018.0.0', + 'description': """ +USA::Pennsylvania Payroll Rules. +================================ + +* Partner for Pennsylvania Department of Revenue +* Contribution register for Pennsylvania Department of Revenue - Unemployment Insurance +* Contribution register Pennsylvania Department of Revenue - State Income Tax +* Contract level Pennsylvania Unemployment Rate +* Company level Pennsylvania Unemployement Rate + """, + + 'auto_install': False, + 'website': 'https://hibou.io/', + 'data': [ + 'hr_payroll_view.xml', + 'data/base.xml', + 'data/rules_2018.xml', + 'data/final.xml', + ], + 'installable': True +} diff --git a/l10n_us_pa_hr_payroll/data/base.xml b/l10n_us_pa_hr_payroll/data/base.xml new file mode 100755 index 00000000..ef4615ef --- /dev/null +++ b/l10n_us_pa_hr_payroll/data/base.xml @@ -0,0 +1,66 @@ + + + + + + Pennsylvania Department of Revenue - Unemployment Tax(Employee) + 1 + + + + + Pennsylvania Department of Revenue - Unemployment Tax(Employer) + 1 + + + + + Pennsylvania Department of Revenue - Income Tax + 1 + + + + + Pennsylvania Unemployment(Employee) + Pennsylvania Department of Revenue - Unemployment(Employee) + + + + + Pennsylvania Unemployment(Employer) + Pennsylvania Department of Revenue - Unemployment(Employee) + + + + + Pennsylvania Income Tax Withholding + Pennsylvania Department of Revenue - Income Tax + + + + + + + Pennsylvania Unemployment - Wages + PA_UNEMP_WAGES + + + + Pennsylvania Unemployment(Employee) + PA_UNEMP_EMPLOYEE + + + + + Pennsylvania Unemployment(Employer) + PA_UNEMP_COMPANY + + + + + Pennsylvania Income Withholding + PA_WITHHOLD + + + + diff --git a/l10n_us_pa_hr_payroll/data/final.xml b/l10n_us_pa_hr_payroll/data/final.xml new file mode 100755 index 00000000..4245d2fc --- /dev/null +++ b/l10n_us_pa_hr_payroll/data/final.xml @@ -0,0 +1,20 @@ + + + + + + + US_PA_EMP + USA Pennsylvania Employee + + + + + + + diff --git a/l10n_us_pa_hr_payroll/data/rules_2018.xml b/l10n_us_pa_hr_payroll/data/rules_2018.xml new file mode 100755 index 00000000..c8dd9e46 --- /dev/null +++ b/l10n_us_pa_hr_payroll/data/rules_2018.xml @@ -0,0 +1,84 @@ + + + + + + + + + Pennsylvania Unemployment - Wages (2018) + PA_UNEMP_WAGES_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +### +ytd = payslip.sum('PA_UNEMP_WAGES_2018', '2018-01-01', '2019-01-01') +ytd += contract.external_wages +remaining = 10000.0 - ytd +if remaining <= 0.0: + result = 0 +elif remaining < categories.GROSS: + result = remaining +else: + result = categories.GROSS + + + + + + + Pennsylvania Unemployment - Employee(2018) + PA_UNEMP_EMPLOYEE_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.pa_unemp_employee_rate(2018) +result = categories.PA_UNEMP_WAGES + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + Pennsylvania Unemployment - Company(2018) + PA_UNEMP_COMPANY_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.pa_unemp_company_rate(2018) +result = categories.PA_UNEMP_WAGES + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + + Pennsylvania Income Withholding + PA_INC_WITHHOLD_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +wages = categories.GROSS +income_tax_rate = contract.pa_withhold_rate(2018) / -100.0 +result = wages * income_tax_rate + + + + + + diff --git a/l10n_us_pa_hr_payroll/hr_payroll.py b/l10n_us_pa_hr_payroll/hr_payroll.py new file mode 100755 index 00000000..33f5ea06 --- /dev/null +++ b/l10n_us_pa_hr_payroll/hr_payroll.py @@ -0,0 +1,49 @@ +from odoo import models, fields, api + + +class USPAHrContract(models.Model): + _inherit = 'hr.contract' + + pa_additional_withholding = fields.Integer(string="Additional Withholding", + default=0) + + @api.multi + def pa_unemp_company_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'pa_unemp_company_rate_' + str(year)): + return self.employee_id.company_id['pa_unemp_company_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US Pennsylvania') + + def pa_unemp_employee_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'pa_unemp_employee_rate_' + str(year)): + return self.employee_id.company_id['pa_unemp_employee_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US Pennsylvania') + + def pa_withhold_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'pa_withhold_rate_' + str(year)): + return self.employee_id.company_id['pa_withhold_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US Pennsylvania') + + +class PACompany(models.Model): + _inherit = 'res.company' + + # Company Unemployment rate is default rate for new employers. + pa_unemp_company_rate_2018 = fields.Float(string="Pennsylvania Unemployment Rate 2018", default=3.6890) + pa_unemp_employee_rate_2018 = fields.Float(string="Pennsylvania Unemployment Rate 2018", default=0.06) + pa_withhold_rate_2018 = fields.Float(string="Pennsylvania Income Tax Rate 2018", default=3.07) + diff --git a/l10n_us_pa_hr_payroll/hr_payroll_view.xml b/l10n_us_pa_hr_payroll/hr_payroll_view.xml new file mode 100755 index 00000000..f6d22c94 --- /dev/null +++ b/l10n_us_pa_hr_payroll/hr_payroll_view.xml @@ -0,0 +1,35 @@ + + + + + res.company.form + res.company + 64 + + + + + + + + + + + + + hr.contract.form.inherit + hr.contract + 148 + + + + + + + + + + + + + diff --git a/l10n_us_pa_hr_payroll/tests/__init__.py b/l10n_us_pa_hr_payroll/tests/__init__.py new file mode 100755 index 00000000..e6301d7f --- /dev/null +++ b/l10n_us_pa_hr_payroll/tests/__init__.py @@ -0,0 +1 @@ +from . import test_us_pa_payslip_2018 diff --git a/l10n_us_pa_hr_payroll/tests/test_us_pa_payslip_2018.py b/l10n_us_pa_hr_payroll/tests/test_us_pa_payslip_2018.py new file mode 100755 index 00000000..025caf5a --- /dev/null +++ b/l10n_us_pa_hr_payroll/tests/test_us_pa_payslip_2018.py @@ -0,0 +1,39 @@ +from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip +from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract + + +class TestUsPAPayslip(TestUsPayslip): + ### + # Taxes and Rates + ### + PA_UNEMP_MAX_WAGE = 10000.0 + + def test_2018_taxes(self): + self.debug = True + salary = 4166.67 + wh = -127.92 + + employee = self._createEmployee() + employee.company_id.pa_unemp_employee_rate_2018 = 0.06~ + employee.company_id.pa_unemp_company_rate_2018 = 3.6785 + employee.company_id.pa_withhold_rate_2018 = 3.07 + + contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_pa_hr_payroll.hr_payroll_salary_structure_us_pa_employee')) + + # tax rates + pa_unemp_employee = contract.pa_unemp_employee_rate(2018) / -100.0 + pa_unemp_company = contract.pa_unemp_company_rate(2018) / -100.0 + + + self._log('2018 Pennsylvania tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + payslip.onchange_contract() + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['PA_UNEMP_WAGES'], salary) + self.assertPayrollEqual(cats['PA_UNEMP_EMPLOYEE'], cats['PA_UNEMP_WAGES'] * pa_unemp_employee) + self.assertPayrollEqual(cats['PA_UNEMP_COMPANY'], cats['PA_UNEMP_WAGES'] * pa_unemp_company) + self.assertPayrollEqual(cats['PA_WITHHOLD'], wh) + diff --git a/l10n_us_tx_hr_payroll/README.rst b/l10n_us_tx_hr_payroll/README.rst new file mode 100644 index 00000000..ca37e8c7 --- /dev/null +++ b/l10n_us_tx_hr_payroll/README.rst @@ -0,0 +1,43 @@ +*************************************** +Hibou - US Payroll - Texas State +*************************************** + +Calculations and contribution registers for Texas State Payroll. + +For more information and add-ons, visit `Hibou.io `_. + +============= +Main Features +============= + +* New Partner and Contribution Register for Texas Workforce Commission +* Company level Texas Unemployment Rate +* Company level Texas Obligation Assessment Rate +* Company level Texas Employment & Training Investment Assessment + + +.. image:: https://user-images.githubusercontent.com/15882954/41480987-2a50aa14-7085-11e8-99d4-24773869d2e3.png + :alt: 'Employee Contract Detail' + :width: 988 + :align: left + +USA Texas Employee Added to Salary Structure Menu + +.. image:: https://user-images.githubusercontent.com/15882954/41480994-330626f2-7085-11e8-8ca0-d41d621182ff.png + :alt: 'Computed Pay Slip Detail' + :width: 988 + :align: left + +New Payslip Categories for: + +* Texas Unemployment - Wages +* Texas Unemployment +* Texas Obligation Assessment +* Texas Employment and Training Investment Assessment + + +======= +License +======= +Please see `LICENSE `_. +Copyright Hibou Corp. 2018 diff --git a/l10n_us_tx_hr_payroll/__init__.py b/l10n_us_tx_hr_payroll/__init__.py new file mode 100755 index 00000000..1bbfd266 --- /dev/null +++ b/l10n_us_tx_hr_payroll/__init__.py @@ -0,0 +1 @@ +from . import us_tx_hr_payroll diff --git a/l10n_us_tx_hr_payroll/__manifest__.py b/l10n_us_tx_hr_payroll/__manifest__.py new file mode 100755 index 00000000..875e7d87 --- /dev/null +++ b/l10n_us_tx_hr_payroll/__manifest__.py @@ -0,0 +1,29 @@ +# -*- encoding: utf-8 -*- +{ + 'name': 'USA - Texas - Payroll', + 'author': 'Hibou Corp. ', + 'license': 'AGPL-3', + 'category': 'Localization', + 'depends': ['l10n_us_hr_payroll'], + 'version': '11.0.2018.0.0', + 'description': """ +USA::Texas Payroll Rules. +========================= + + * Texas Workforce Commission partner + * Contribution register for Texas Workforce Commission + * Company level Texas Umemployment Rate + * Company level Texas Obligation Assessment Rate + * Company level Texas Employment & Training Investment Assessment + """, + + 'auto_install': False, + 'website': 'https://hibou.io/', + 'data':[ + 'us_tx_hr_payroll_view.xml', + 'data/base.xml', + 'data/rules_2018.xml', + 'data/final.xml', + ], + 'installable': True +} diff --git a/l10n_us_tx_hr_payroll/data/base.xml b/l10n_us_tx_hr_payroll/data/base.xml new file mode 100755 index 00000000..58aca4aa --- /dev/null +++ b/l10n_us_tx_hr_payroll/data/base.xml @@ -0,0 +1,53 @@ + + + + + + + Texas Workforce Commission + 1 + + + + Texas Unemployment + Texas Workforce Commission - Unemployment + + + + Texas Obligation Assessment + Texas Workforce Commission - Obligation Assessment + + + + Texas Employment and Training Investment Assessment + Texas Workforce Commission - Employment and Trainging Investment Assessment + + + + + + + Texas Unemployment - Wages + TX_UNEMP_WAGES + + + + Texas Unemployment + TX_UNEMP + + + + + Texas Obligation Assessment + TX_OA + + + + + Texas Employment and Training Investment Assessment + TX_ETIA + + + + + diff --git a/l10n_us_tx_hr_payroll/data/final.xml b/l10n_us_tx_hr_payroll/data/final.xml new file mode 100755 index 00000000..82997a70 --- /dev/null +++ b/l10n_us_tx_hr_payroll/data/final.xml @@ -0,0 +1,20 @@ + + + + + + + US_TX_EMP + USA Texas Employee + + + + + + + diff --git a/l10n_us_tx_hr_payroll/data/rules_2018.xml b/l10n_us_tx_hr_payroll/data/rules_2018.xml new file mode 100755 index 00000000..551f7426 --- /dev/null +++ b/l10n_us_tx_hr_payroll/data/rules_2018.xml @@ -0,0 +1,87 @@ + + + + + + + + + Texas Unemployment - Wages (2018) + TX_UNEMP_WAGES_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +### +ytd = payslip.sum('TX_UNEMP_WAGES_2018', '2018-01-01', '2019-01-01') +ytd += contract.external_wages +remaining = 9000.0 - ytd +if remaining <= 0.0: + result = 0 +elif remaining < categories.GROSS: + result = remaining +else: + result = categories.GROSS + + + + + + + Texas Unemployment (2018) + TX_UNEMP_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.tx_unemp_rate(2018) +result = categories.TX_UNEMP_WAGES + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + Texas Obligation Assessment (2018) + TX_OA_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.tx_oa_rate(2018) +result = categories.TX_UNEMP_WAGES + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + + Texas Employment and Training Investment Assessment (2018) + TX_ETIA_2018 + python + result = (payslip.date_to[:4] == '2018') + code + +result_rate = -contract.tx_etia_rate(2018) +result = categories.TX_UNEMP_WAGES + +# result_rate of 0 implies 100% due to bug +if result_rate == 0.0: + result = 0.0 + + + + + + + diff --git a/l10n_us_tx_hr_payroll/tests/__init__.py b/l10n_us_tx_hr_payroll/tests/__init__.py new file mode 100755 index 00000000..a174888c --- /dev/null +++ b/l10n_us_tx_hr_payroll/tests/__init__.py @@ -0,0 +1 @@ +from . import test_us_tx_payslip_2018 diff --git a/l10n_us_tx_hr_payroll/tests/test_us_tx_payslip_2018.py b/l10n_us_tx_hr_payroll/tests/test_us_tx_payslip_2018.py new file mode 100755 index 00000000..9701b517 --- /dev/null +++ b/l10n_us_tx_hr_payroll/tests/test_us_tx_payslip_2018.py @@ -0,0 +1,161 @@ +from odoo.addons.l10n_us_hr_payroll.tests.test_us_payslip import TestUsPayslip, process_payslip +from odoo.addons.l10n_us_hr_payroll.l10n_us_hr_payroll import USHrContract + + +class TestUsTXPayslip(TestUsPayslip): + ### + # 2018 Taxes and Rates + ### + TX_UNEMP_MAX_WAGE = 9000.0 + + def test_2018_taxes(self): + salary = 5000.0 + + employee = self._createEmployee() + employee.company_id.tx_unemp_rate_2018 = 2.7 + employee.company_id.tx_oa_rate_2018 = 0.0 + employee.company_id.tx_etia_rate_2018 = 0.1 + + contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_tx_hr_payroll.hr_payroll_salary_structure_us_tx_employee')) + + # tax rates + tx_unemp = contract.tx_unemp_rate(2018) / -100.0 + tx_oa = contract.tx_oa_rate(2018) / -100.00 + tx_etia = contract.tx_etia_rate(2018) / -100.00 + + self._log('2018 Texas tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['TX_UNEMP_WAGES'], salary) + self.assertPayrollEqual(cats['TX_UNEMP'], cats['TX_UNEMP_WAGES'] * tx_unemp) + self.assertPayrollEqual(cats['TX_OA'], cats['TX_UNEMP_WAGES'] * tx_oa) + self.assertPayrollEqual(cats['TX_ETIA'], cats['TX_UNEMP_WAGES'] * tx_etia) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_tx_unemp_wages = self.TX_UNEMP_MAX_WAGE - salary if (self.TX_UNEMP_MAX_WAGE - 2*salary < salary) \ + else salary + + self._log('2018 Texas tax second payslip:') + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['TX_UNEMP_WAGES'], remaining_tx_unemp_wages) + self.assertPayrollEqual(cats['TX_UNEMP'], remaining_tx_unemp_wages * tx_unemp) + + def test_2018_taxes_with_external(self): + salary = 5000.0 + external_wages = 6000.0 + + employee = self._createEmployee() + employee.company_id.tx_unemp_rate_2018 = 2.7 + employee.company_id.tx_oa_rate_2018 = 0.0 + employee.company_id.tx_etia_rate_2018 = 0.1 + + contract = self._createContract(employee, salary, external_wages=external_wages, + struct_id=self.ref('l10n_us_tx_hr_payroll.hr_payroll_salary_structure_us_tx_employee')) + + # tax rates + tx_unemp = contract.tx_unemp_rate(2018) / -100.0 + tx_oa = contract.tx_oa_rate(2018) / -100.00 + tx_etia = contract.tx_etia_rate(2018) / -100.00 + + self._log('2018 Texas_external tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['TX_UNEMP_WAGES'], self.TX_UNEMP_MAX_WAGE - external_wages) + self.assertPayrollEqual(cats['TX_UNEMP'], cats['TX_UNEMP_WAGES'] * tx_unemp) + self.assertPayrollEqual(cats['TX_OA'], cats['TX_UNEMP_WAGES'] * tx_oa) + self.assertPayrollEqual(cats['TX_ETIA'], cats['TX_UNEMP_WAGES'] * tx_etia) + + def test_2018_taxes_with_state_exempt(self): + salary = 5000.0 + external_wages = 6000.0 + + employee = self._createEmployee() + employee.company_id.tx_unemp_rate_2018 = 2.7 + employee.company_id.tx_oa_rate_2018 = 0.0 + employee.company_id.tx_etia_rate_2018 = 0.1 + + contract = self._createContract(employee, salary, external_wages=external_wages, struct_id=self.ref( + 'l10n_us_tx_hr_payroll.hr_payroll_salary_structure_us_tx_employee'), futa_type=USHrContract.FUTA_TYPE_BASIC) + + # tax rates + tx_unemp = contract.tx_unemp_rate(2018) / -100.0 + tx_oa = contract.tx_oa_rate(2018) / -100.00 + tx_etia = contract.tx_etia_rate(2018) / -100.00 + + self.assertPayrollEqual(tx_unemp, 0.0) + + self._log('2018 Texas_external tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['TX_UNEMP_WAGES'], self.TX_UNEMP_MAX_WAGE - external_wages) + self.assertPayrollEqual(cats['TX_UNEMP'], cats['TX_UNEMP_WAGES'] * tx_unemp) + self.assertPayrollEqual(cats['TX_OA'], cats['TX_UNEMP_WAGES'] * tx_oa) + self.assertPayrollEqual(cats['TX_ETIA'], cats['TX_UNEMP_WAGES'] * tx_etia) + + def test_payslip_example(self): + salary = 2916.67 + + employee = self._createEmployee() + employee.company_id.tx_unemp_rate_2018 = 2.7 + employee.company_id.tx_oa_rate_2018 = 0.0 + employee.company_id.tx_etia_rate_2018 = 0.1 + + contract = self._createContract(employee, salary, struct_id=self.ref( + 'l10n_us_tx_hr_payroll.hr_payroll_salary_structure_us_tx_employee')) + contract.w4_allowances = 2 + contract.w4_filing_status = 'single' + + # tax rates + tx_unemp = contract.tx_unemp_rate(2018) / -100.0 + tx_oa = contract.tx_oa_rate(2018) / -100.00 + tx_etia = contract.tx_etia_rate(2018) / -100.00 + + self._log('2018 Texas tax first payslip:') + payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['TX_UNEMP_WAGES'], salary) + self.assertPayrollEqual(cats['TX_UNEMP'], cats['TX_UNEMP_WAGES'] * tx_unemp) + self.assertPayrollEqual(cats['TX_OA'], cats['TX_UNEMP_WAGES'] * tx_oa) + self.assertPayrollEqual(cats['TX_ETIA'], cats['TX_UNEMP_WAGES'] * tx_etia) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_tx_unemp_wages = self.TX_UNEMP_MAX_WAGE - salary if (self.TX_UNEMP_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2018 Texas tax second payslip:') + payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['TX_UNEMP_WAGES'], remaining_tx_unemp_wages) + self.assertPayrollEqual(cats['TX_UNEMP'], remaining_tx_unemp_wages * tx_unemp) + diff --git a/l10n_us_tx_hr_payroll/us_tx_hr_payroll.py b/l10n_us_tx_hr_payroll/us_tx_hr_payroll.py new file mode 100755 index 00000000..e27219c0 --- /dev/null +++ b/l10n_us_tx_hr_payroll/us_tx_hr_payroll.py @@ -0,0 +1,44 @@ +from odoo import models, fields, api + + +class USTXHrContract(models.Model): + _inherit = 'hr.contract' + + @api.multi + def tx_unemp_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'tx_unemp_rate_' + str(year)): + return self.employee_id.company_id['tx_unemp_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US Texas.') + + def tx_oa_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'tx_oa_rate_' + str(year)): + return self.employee_id.company_id['tx_oa_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US Texas.') + + def tx_etia_rate(self, year): + self.ensure_one() + if self.futa_type == self.FUTA_TYPE_BASIC: + return 0.0 + + if hasattr(self.employee_id.company_id, 'tx_etia_rate_' + str(year)): + return self.employee_id.company_id['tx_etia_rate_' + str(year)] + + raise NotImplemented('Year (' + str(year) + ') Not implemented for US Texas.') + + +class TXCompany(models.Model): + _inherit = 'res.company' + + tx_unemp_rate_2018 = fields.Float(string="Texas Unemployment Rate 2018", default=2.7) + tx_oa_rate_2018 = fields.Float(strimg="Texas Obligation Assessment Rate 2018", default=0.0) + tx_etia_rate_2018 = fields.Float(string="Texas Employment & Training Investment Assessment Rate", default=0.1) diff --git a/l10n_us_tx_hr_payroll/us_tx_hr_payroll_view.xml b/l10n_us_tx_hr_payroll/us_tx_hr_payroll_view.xml new file mode 100755 index 00000000..6481f458 --- /dev/null +++ b/l10n_us_tx_hr_payroll/us_tx_hr_payroll_view.xml @@ -0,0 +1,35 @@ + + + + + res.company.form + res.company + 20 + + + + + + + + + + + + + hr.contract.form.inherit + hr.contract + 110 + + + + + +

No additional fields.

+ + + + + + + diff --git a/l10n_us_va_hr_payroll/README.rst b/l10n_us_va_hr_payroll/README.rst new file mode 100644 index 00000000..0cd35a9e --- /dev/null +++ b/l10n_us_va_hr_payroll/README.rst @@ -0,0 +1,41 @@ +*********************************** +Hibou - US Payroll - Virginia State +*********************************** + +Calculations and contribution registers for Virginia State Payroll. + +For more information and add-ons, visit `Hibou.io `_. + +============= +Main Features +============= + +* Contribution Registers and Partners for: + * Virginia Department of Taxation - Unemployment + * Virginia Department of Taxation Income Tax Withholding +* Contract level Virginia Exemptions +* Company level Virginia Unemployment Rate + +.. image:: https://user-images.githubusercontent.com/15882954/41482220-c4c6b6de-7089-11e8-8c32-50d9c32ba05b.png + :alt: 'Employee Contract Detail' + :width: 988 + :align: left + +USA Virginia Employee added to Contract Salary Structure Menu + +.. image:: https://user-images.githubusercontent.com/15882954/41482325-19f4cc0e-708a-11e8-8c68-c9b56ac7302f.png + :alt: 'Computed Pay Slip Detail' + :width: 988 + :align: left + +New Pay slip Categories for: + +* Virginia Income Withholding +* Virginia Unemployment - Wages +* Virginia Unemployment + +======= +License +======= +Please see `LICENSE `_. +Copyright Hibou Corp. 2018