VA Virginia

l10n_us_hr_payroll/data/state/va_virginia.xml

@@ -7,11 +7,7 @@
         <field name="country_id" ref="base.us"/>
     </record>
     <data noupdate="1">
-        <record id="rule_parameter_us_va_suta_wage_base_2019" model="hr.rule.parameter.value">
+        <!-- Unchanged in 2021 https://www.vec.virginia.gov/employers/faqs/Employer-UI-Tax-Questions -->
-            <field name="parameter_value">8000.0</field>
-            <field name="rule_parameter_id" ref="rule_parameter_us_va_suta_wage_base"/>
-            <field name="date_from" eval="datetime(2019, 1, 1).date()"/>
-        </record>
         <record id="rule_parameter_us_va_suta_wage_base_2020" model="hr.rule.parameter.value">
             <field name="parameter_value">8000.0</field>
             <field name="rule_parameter_id" ref="rule_parameter_us_va_suta_wage_base"/>
@@ -26,17 +22,20 @@
         <field name="country_id" ref="base.us"/>
     </record>
     <data noupdate="1">
-        <record id="rule_parameter_us_va_suta_rate_2019" model="hr.rule.parameter.value">
-            <field name="parameter_value">2.51</field>
-            <field name="rule_parameter_id" ref="rule_parameter_us_va_suta_rate"/>
-            <field name="date_from" eval="datetime(2019, 1, 1).date()"/>
-        </record>
         <record id="rule_parameter_us_va_suta_rate_2020" model="hr.rule.parameter.value">
             <field name="parameter_value">2.51</field>
             <field name="rule_parameter_id" ref="rule_parameter_us_va_suta_rate"/>
             <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
         </record>
+        <!-- https://www.vec.virginia.gov/employers/faqs/Employer-UI-Tax-Questions -->
+        <record id="rule_parameter_us_va_suta_rate_2021" model="hr.rule.parameter.value">
+            <field name="parameter_value">2.5</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_va_suta_rate"/>
+            <field name="date_from" eval="datetime(2021, 1, 1).date()"/>
+        </record>
     </data>
+
+
     <!-- Table page no 10 based https://www.tax.virginia.gov/sites/default/files/inline-files/Employer%20Withholding%20Instructions.pdf -->
     <record id="rule_parameter_us_va_sit_rate" model="hr.rule.parameter">
         <field name="name">US VA Virginia SIT Rate Table</field>
@@ -44,7 +43,8 @@
         <field name="country_id" ref="base.us"/>
     </record>
     <data noupdate="1">
-        <record id="rule_parameter_us_va_sit_rate_2019" model="hr.rule.parameter.value">
+        <!-- Unchanged in 2021 https://www.business.tax.virginia.gov/calculators/withholding-calculator.cfm -->
+        <record id="rule_parameter_us_va_sit_rate_2020" model="hr.rule.parameter.value">
             <field name="parameter_value">[
                     (      0.00,       0.0,  2.00),
                     (   3000.00,      60.0,  3.00),
@@ -52,7 +52,7 @@
                     (  17000.00,     720.0,  5.75),
                 ]</field>
             <field name="rule_parameter_id" ref="rule_parameter_us_va_sit_rate"/>
-            <field name="date_from" eval="datetime(2019, 1, 1).date()"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
         </record>
     </data>
 
@@ -62,10 +62,11 @@
         <field name="country_id" ref="base.us"/>
     </record>
     <data noupdate="1">
-        <record id="rule_parameter_us_va_sit_exemption_rate_2019" model="hr.rule.parameter.value">
+        <!-- Unchanged in 2021 https://www.business.tax.virginia.gov/calculators/withholding-calculator.cfm -->
+        <record id="rule_parameter_us_va_sit_exemption_rate_2020" model="hr.rule.parameter.value">
             <field name="parameter_value">930.0</field>
             <field name="rule_parameter_id" ref="rule_parameter_us_va_sit_exemption_rate"/>
-            <field name="date_from" eval="datetime(2019, 1, 1).date()"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
         </record>
     </data>
 
@@ -75,10 +76,11 @@
         <field name="country_id" ref="base.us"/>
     </record>
     <data noupdate="1">
-        <record id="rule_parameter_us_va_sit_other_exemption_rate_2019" model="hr.rule.parameter.value">
+        <!-- Unchanged in 2021 https://www.business.tax.virginia.gov/calculators/withholding-calculator.cfm -->
+        <record id="rule_parameter_us_va_sit_other_exemption_rate_2020" model="hr.rule.parameter.value">
             <field name="parameter_value">800.0</field>
             <field name="rule_parameter_id" ref="rule_parameter_us_va_sit_other_exemption_rate"/>
-            <field name="date_from" eval="datetime(2019, 1, 1).date()"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
         </record>
     </data>
 
@@ -88,10 +90,11 @@
         <field name="country_id" ref="base.us"/>
     </record>
     <data noupdate="1">
-        <record id="rule_parameter_us_va_sit_deduction_2019" model="hr.rule.parameter.value">
+        <!-- Unchanged in 2021 https://www.business.tax.virginia.gov/calculators/withholding-calculator.cfm -->
+        <record id="rule_parameter_us_va_sit_deduction_2020" model="hr.rule.parameter.value">
             <field name="parameter_value">4500.0</field>
             <field name="rule_parameter_id" ref="rule_parameter_us_va_sit_deduction"/>
-            <field name="date_from" eval="datetime(2019, 1, 1).date()"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
         </record>
     </data>
 

l10n_us_hr_payroll/tests/test_us_va_virginia_payslip_2019.py

@@ -1,133 +0,0 @@
-# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
-
-from datetime import date
-from .common import TestUsPayslip, process_payslip
-from odoo.addons.l10n_us_hr_payroll.models.hr_contract import USHRContract
-
-
-class TestUsVaPayslip(TestUsPayslip):
-    ###
-    #    Taxes and Rates
-    ###
-    VA_UNEMP_MAX_WAGE = 8000.0
-    VA_UNEMP = 2.51
-    VA_SIT_DEDUCTION = 4500.0
-    VA_SIT_EXEMPTION = 930.0
-    VA_SIT_OTHER_EXEMPTION = 800.0
-
-    def test_2019_taxes(self):
-        salary = 5000.0
-
-        # For formula from https://www.tax.virginia.gov/withholding-calculator
-        """
-        Key
-        G = Gross Pay for Pay Period	P = Pay periods per year
-        A = Annualized gross pay	E1 = Personal and Dependent Exemptions
-        T = Annualized taxable income	E2 = Age 65 and Over & Blind Exemptions
-        WH = Tax to be withheld for pay period	W = Annualized tax to be withheld
-        G x P - [$3000+ (E1 x 930) + (E2 x 800)] = T
-        Calculate W as follows:
-        If T is:	W is:
-        Not over $3,000	2% of T
-        Over	But Not Over	Then
-        $3,000	$5,000	        $60 + (3% of excess over $3,000)
-        $5,000	$17,000	        $120 + (5% of excess over $5,000)
-        $17,000	 	            $720 + (5.75% of excess over $17,000)
-        W / P = WH
-        """
-        e1 = 2
-        e2 = 0
-        t = salary * 12 - (self.VA_SIT_DEDUCTION + (e1 * self.VA_SIT_EXEMPTION) + (e2 * self.VA_SIT_OTHER_EXEMPTION))
-
-        if t <= 3000:
-            w = 0.02 * t
-        elif t <= 5000:
-            w = 60 + (0.03 * (t - 3000))
-        elif t <= 17000:
-            w = 120 + (0.05 * (t - 5000))
-        else:
-            w = 720 + (0.0575 * (t - 17000))
-
-        wh = w / 12
-
-        employee = self._createEmployee()
-
-        contract = self._createContract(employee,
-                                        wage=salary,
-                                        state_id=self.get_us_state('VA'),
-                                        va_va4_sit_exemptions=e1,
-                                        va_va4_sit_other_exemptions=e2
-                                        )
-
-        # tax rates
-        va_unemp = self.VA_UNEMP / -100.0
-
-        self._log('2019 Virginia tax first payslip:')
-        payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31')
-
-        payslip.compute_sheet()
-
-        cats = self._getCategories(payslip)
-
-        self.assertPayrollEqual(cats['ER_US_SUTA'], salary * va_unemp)
-        self.assertPayrollEqual(cats['EE_US_SIT'], -wh)
-
-        process_payslip(payslip)
-
-        # Make a new payslip, this one will have maximums
-
-        remaining_va_unemp_wages = self.VA_UNEMP_MAX_WAGE - salary if (self.VA_UNEMP_MAX_WAGE - 2*salary < salary) \
-            else salary
-
-        self._log('2019 Virginia tax second payslip:')
-        payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28')
-
-        payslip.compute_sheet()
-
-        cats = self._getCategories(payslip)
-        self.assertPayrollEqual(cats['ER_US_SUTA'], remaining_va_unemp_wages * va_unemp)
-
-    def test_2019_taxes_with_external(self):
-        salary = 5000.0
-        external_wages = 6000.0
-
-        employee = self._createEmployee()
-
-        contract = self._createContract(employee,
-                                        wage=salary,
-                                        state_id=self.get_us_state('VA'),
-                                        external_wages=external_wages,
-                                        )
-
-        # tax rates
-        va_unemp = self.VA_UNEMP / -100.0
-
-        self._log('2019 Virginia_external tax first payslip:')
-        payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31')
-
-        payslip.compute_sheet()
-
-        cats = self._getCategories(payslip)
-        self.assertPayrollEqual(cats['ER_US_SUTA'], (self.VA_UNEMP_MAX_WAGE - external_wages) * va_unemp)
-
-    def test_2019_taxes_with_state_exempt(self):
-        salary = 5000.0
-        external_wages = 6000.0
-
-        employee = self._createEmployee()
-
-        contract = self._createContract(employee,
-                                        wage=salary,
-                                        state_id=self.get_us_state('VA'),
-                                        external_wages=external_wages,
-                                        futa_type=USHRContract.FUTA_TYPE_BASIC)
-
-        # tax rates
-        self._log('2019 Virginia exempt tax first payslip:')
-        payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31')
-
-        payslip.compute_sheet()
-
-        cats = self._getCategories(payslip)
-
-        self.assertPayrollEqual(cats['ER_US_SUTA'], 0.0)

l10n_us_hr_payroll/tests/test_us_va_virginia_payslip_2021.py

@@ -0,0 +1,116 @@
+# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
+
+from datetime import date
+from .common import TestUsPayslip
+
+
+class TestUsVaPayslip(TestUsPayslip):
+    ###
+    #    Taxes and Rates
+    ###
+    VA_UNEMP_MAX_WAGE = 8000.0
+    VA_UNEMP = 2.5
+    VA_SIT_DEDUCTION = 4500.0
+    VA_SIT_EXEMPTION = 930.0
+    VA_SIT_OTHER_EXEMPTION = 800.0
+
+    def _run_test_sit(self,
+                      wage=0.0,
+                      schedule_pay='monthly',
+                      filing_status='single',
+                      dependent_credit=0.0,
+                      other_income=0.0,
+                      deductions=0.0,
+                      additional_withholding=0.0,
+                      is_nonresident_alien=False,
+                      state_income_tax_exempt=False,
+                      state_income_tax_additional_withholding=0.0,
+                      va_va4_sit_exemptions=0,
+                      va_va4_sit_other_exemptions=0,
+                      expected=0.0,
+                      ):
+        employee = self._createEmployee()
+        contract = self._createContract(employee,
+                                        wage=wage,
+                                        schedule_pay=schedule_pay,
+                                        fed_941_fit_w4_is_nonresident_alien=is_nonresident_alien,
+                                        fed_941_fit_w4_filing_status=filing_status,
+                                        fed_941_fit_w4_multiple_jobs_higher=False,
+                                        fed_941_fit_w4_dependent_credit=dependent_credit,
+                                        fed_941_fit_w4_other_income=other_income,
+                                        fed_941_fit_w4_deductions=deductions,
+                                        fed_941_fit_w4_additional_withholding=additional_withholding,
+                                        state_income_tax_exempt=state_income_tax_exempt,
+                                        state_income_tax_additional_withholding=state_income_tax_additional_withholding,
+                                        va_va4_sit_exemptions=va_va4_sit_exemptions,
+                                        va_va4_sit_other_exemptions=va_va4_sit_other_exemptions,
+                                        state_id=self.get_us_state('VA'),
+                                        )
+        payslip = self._createPayslip(employee, '2020-01-01', '2020-01-31')
+        payslip.compute_sheet()
+        cats = self._getCategories(payslip)
+        # Instead of PayrollEqual after initial first round of testing.
+        self.assertPayrollAlmostEqual(cats.get('EE_US_SIT', 0.0), -expected)
+        return payslip
+
+    def test_2020_taxes(self):
+        self._test_er_suta('VA', self.VA_UNEMP, date(2020, 1, 1), wage_base=self.VA_UNEMP_MAX_WAGE)
+
+        salary = 5000.0
+
+        # For formula from https://www.tax.virginia.gov/withholding-calculator
+        e1 = 2
+        e2 = 0
+        t = salary * 12 - (self.VA_SIT_DEDUCTION + (e1 * self.VA_SIT_EXEMPTION) + (e2 * self.VA_SIT_OTHER_EXEMPTION))
+
+        if t <= 3000:
+            w = 0.02 * t
+        elif t <= 5000:
+            w = 60 + (0.03 * (t - 3000))
+        elif t <= 17000:
+            w = 120 + (0.05 * (t - 5000))
+        else:
+            w = 720 + (0.0575 * (t - 17000))
+
+        wh = w / 12
+
+        self._run_test_sit(wage=salary,
+                           schedule_pay='monthly',
+                           state_income_tax_exempt=False,
+                           state_income_tax_additional_withholding=0.0,
+                           va_va4_sit_exemptions=e1,
+                           va_va4_sit_other_exemptions=e2,
+                           expected=wh,)
+        self.assertPayrollEqual(wh, 235.57)  # To test against calculator
+
+        # Below expected comes from the calculator linked above
+        self._run_test_sit(wage=450.0,
+                           schedule_pay='weekly',
+                           state_income_tax_exempt=False,
+                           state_income_tax_additional_withholding=0.0,
+                           va_va4_sit_exemptions=3,
+                           va_va4_sit_other_exemptions=1,
+                           expected=12.22,)
+        self._run_test_sit(wage=2500.0,
+                           schedule_pay='bi-weekly',
+                           state_income_tax_exempt=False,
+                           state_income_tax_additional_withholding=0.0,
+                           va_va4_sit_exemptions=1,
+                           va_va4_sit_other_exemptions=0,
+                           expected=121.84,)
+        self._run_test_sit(wage=10000.0,
+                           schedule_pay='semi-monthly',
+                           state_income_tax_exempt=False,
+                           state_income_tax_additional_withholding=100.0,
+                           va_va4_sit_exemptions=0,
+                           va_va4_sit_other_exemptions=1,
+                           expected=651.57,)
+
+        # Test exempt
+        self._run_test_sit(wage=2400.0,
+                           schedule_pay='monthly',
+                           state_income_tax_exempt=True,
+                           state_income_tax_additional_withholding=0.0,
+                           va_va4_sit_exemptions=1,
+                           va_va4_sit_other_exemptions=1,
+                           expected=0.0,)