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SC South Carolina

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Jared Self
2021-01-14 13:32:23 -07:00
parent 8e97119d40
commit 493a6361de
4 changed files with 70 additions and 125 deletions
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46
l10n_us_hr_payroll/data/state/sc_south_carolina.xml
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@@ -7,11 +7,7 @@
<field name="country_id" ref="base.us"/> <field name="country_id" ref="base.us"/>
</record> </record>
<data noupdate="1"> <data noupdate="1">
<record id="rule_parameter_us_sc_suta_wage_base_2019" model="hr.rule.parameter.value"> <!-- Unchanged in 2021 https://dew.sc.gov/employers/unemployment-insurance-tax-programs/tax-rate -->
<field name="parameter_value">14000.0</field>
<field name="rule_parameter_id" ref="rule_parameter_us_sc_suta_wage_base"/>
<field name="date_from" eval="datetime(2019, 1, 1).date()"/>
</record>
<record id="rule_parameter_us_sc_suta_wage_base_2020" model="hr.rule.parameter.value"> <record id="rule_parameter_us_sc_suta_wage_base_2020" model="hr.rule.parameter.value">
<field name="parameter_value">14000.0</field> <field name="parameter_value">14000.0</field>
<field name="rule_parameter_id" ref="rule_parameter_us_sc_suta_wage_base"/> <field name="rule_parameter_id" ref="rule_parameter_us_sc_suta_wage_base"/>
@@ -26,12 +22,8 @@
<field name="country_id" ref="base.us"/> <field name="country_id" ref="base.us"/>
</record> </record>
<data noupdate="1"> <data noupdate="1">
<record id="rule_parameter_us_sc_suta_rate_2019" model="hr.rule.parameter.value">
<field name="parameter_value">1.09</field>
<field name="rule_parameter_id" ref="rule_parameter_us_sc_suta_rate"/>
<field name="date_from" eval="datetime(2019, 1, 1).date()"/>
</record>
<!-- Tax rate from https://taxnews.ey.com/news/2019-2183-south-carolina-2020-sui-tax-rates-to-decrease-due-to-elimination-of-the-variable-solvency-surcharge-wage-base-unchanged --> <!-- Tax rate from https://taxnews.ey.com/news/2019-2183-south-carolina-2020-sui-tax-rates-to-decrease-due-to-elimination-of-the-variable-solvency-surcharge-wage-base-unchanged -->
<!-- Unchanged in 2021 https://dew.sc.gov/employers/unemployment-insurance-tax-programs/tax-rate -->
<record id="rule_parameter_us_sc_suta_rate_2020" model="hr.rule.parameter.value"> <record id="rule_parameter_us_sc_suta_rate_2020" model="hr.rule.parameter.value">
<field name="parameter_value">0.55</field> <field name="parameter_value">0.55</field>
<field name="rule_parameter_id" ref="rule_parameter_us_sc_suta_rate"/> <field name="rule_parameter_id" ref="rule_parameter_us_sc_suta_rate"/>
@@ -70,6 +62,19 @@
<field name="rule_parameter_id" ref="rule_parameter_us_sc_sit_tax_rate"/> <field name="rule_parameter_id" ref="rule_parameter_us_sc_sit_tax_rate"/>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/> <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record> </record>
<!-- Substraction Method table from https://dor.sc.gov/forms-site/Forms/WH1603F_2021.pdf -->
<record id="rule_parameter_us_sc_sit_tax_rate_2021" model="hr.rule.parameter.value">
<field name="parameter_value">[
( 2800, 0.5, 0.0),
( 5610, 3.0, 70.00),
( 8410, 4.0, 126.10),
(11220, 5.0, 210.20),
(14030, 6.0, 322.40),
('inf', 7.0, 462.70),
]</field>
<field name="rule_parameter_id" ref="rule_parameter_us_sc_sit_tax_rate"/>
<field name="date_from" eval="datetime(2021, 1, 1).date()"/>
</record>
</data> </data>
<record id="rule_parameter_us_sc_sit_personal_exemption_rate" model="hr.rule.parameter"> <record id="rule_parameter_us_sc_sit_personal_exemption_rate" model="hr.rule.parameter">
@@ -78,16 +83,17 @@
<field name="country_id" ref="base.us"/> <field name="country_id" ref="base.us"/>
</record> </record>
<data noupdate="1"> <data noupdate="1">
<record id="rule_parameter_us_sc_sit_personal_exemption_rate_2019" model="hr.rule.parameter.value">
<field name="parameter_value">2510</field>
<field name="rule_parameter_id" ref="rule_parameter_us_sc_sit_personal_exemption_rate"/>
<field name="date_from" eval="datetime(2019, 1, 1).date()"/>
</record>
<record id="rule_parameter_us_sc_sit_personal_exemption_rate_2020" model="hr.rule.parameter.value"> <record id="rule_parameter_us_sc_sit_personal_exemption_rate_2020" model="hr.rule.parameter.value">
<field name="parameter_value">2590</field> <field name="parameter_value">2590</field>
<field name="rule_parameter_id" ref="rule_parameter_us_sc_sit_personal_exemption_rate"/> <field name="rule_parameter_id" ref="rule_parameter_us_sc_sit_personal_exemption_rate"/>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/> <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record> </record>
<!-- https://dor.sc.gov/forms-site/Forms/WH1603F_2021.pdf -->
<record id="rule_parameter_us_sc_sit_personal_exemption_rate_2021" model="hr.rule.parameter.value">
<field name="parameter_value">2670</field>
<field name="rule_parameter_id" ref="rule_parameter_us_sc_sit_personal_exemption_rate"/>
<field name="date_from" eval="datetime(2021, 1, 1).date()"/>
</record>
</data> </data>
<record id="rule_parameter_us_sc_sit_standard_deduction_rate" model="hr.rule.parameter"> <record id="rule_parameter_us_sc_sit_standard_deduction_rate" model="hr.rule.parameter">
@@ -96,16 +102,16 @@
<field name="country_id" ref="base.us"/> <field name="country_id" ref="base.us"/>
</record> </record>
<data noupdate="1"> <data noupdate="1">
<record id="rule_parameter_us_sc_sit_standard_deduction_rate_2019" model="hr.rule.parameter.value">
<field name="parameter_value">3470.0</field>
<field name="rule_parameter_id" ref="rule_parameter_us_sc_sit_standard_deduction_rate"/>
<field name="date_from" eval="datetime(2019, 1, 1).date()"/>
</record>
<record id="rule_parameter_us_sc_sit_standard_deduction_rate_2020" model="hr.rule.parameter.value"> <record id="rule_parameter_us_sc_sit_standard_deduction_rate_2020" model="hr.rule.parameter.value">
<field name="parameter_value">3820.0</field> <field name="parameter_value">3820.0</field>
<field name="rule_parameter_id" ref="rule_parameter_us_sc_sit_standard_deduction_rate"/> <field name="rule_parameter_id" ref="rule_parameter_us_sc_sit_standard_deduction_rate"/>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/> <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record> </record>
<record id="rule_parameter_us_sc_sit_standard_deduction_rate_2021" model="hr.rule.parameter.value">
<field name="parameter_value">4200</field>
<field name="rule_parameter_id" ref="rule_parameter_us_sc_sit_standard_deduction_rate"/>
<field name="date_from" eval="datetime(2021, 1, 1).date()"/>
</record>
</data> </data>
<!-- Partners and Contribution Registers --> <!-- Partners and Contribution Registers -->

97
l10n_us_hr_payroll/tests/test_us_sc_south_carolina_payslip_2019.py
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@@ -1,97 +0,0 @@
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
from .common import TestUsPayslip, process_payslip
class TestUsSCPayslip(TestUsPayslip):
# Taxes and Rates
SC_UNEMP_MAX_WAGE = 14000.0
US_SC_UNEMP = -1.09 / 100
US_SC_exemption_amount = 2510.00
def test_2019_taxes_weekly(self):
# We will hand calculate the amount to test for state withholding.
schedule_pay = 'weekly'
salary = 50000.00 # Employee is paid 50000 per week to be in top tax bracket
allowances = 2
# Calculate annual wages
annual = 50000 * 52.0
# From our annual we deduct personal exemption amounts.
# We deduct 2510.00 per exemption. Since we have two exemptions:
personal_exemption = self.US_SC_exemption_amount * allowances # 5020.0
# From annual, we will also deduct a standard_deduction of 3470.00 or .1 of salary, which ever
# is small -> if 1 or more exemptions, else 0
standard_deduction = 3470.00
taxable_income = annual - personal_exemption - standard_deduction # 2591510.0
# We then calculate the amounts off the SC tax pdf tables.
# 2591478.0 is in the highest bracket
test_amt = (taxable_income * (7.0 / 100.0)) - 467.95
test_amt = 180935.51
# Make it per period then negative
test_amt = (test_amt / 52.0) # Divided by 52 since it is weekly.
# test_amt = 3479.52
test_amt = -test_amt
employee = self._createEmployee()
contract = self._createContract(employee,
wage=salary,
state_id=self.get_us_state('SC'),
state_income_tax_exempt=False,
sc_w4_sit_allowances=allowances,
schedule_pay=schedule_pay)
self._log('2019 South Carolina tax first payslip:')
payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollAlmostEqual(cats['ER_US_SUTA'], self.SC_UNEMP_MAX_WAGE * self.US_SC_UNEMP)
self.assertPayrollAlmostEqual(cats['EE_US_SIT'], test_amt)
process_payslip(payslip)
remaining_SC_UNEMP_wages = self.SC_UNEMP_MAX_WAGE - annual if (annual < self.SC_UNEMP_MAX_WAGE) \
else 0.00
self._log('2019 South Carolina tax second payslip:')
payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertEqual(0.0, remaining_SC_UNEMP_wages)
self.assertPayrollEqual(cats['ER_US_SUTA'], remaining_SC_UNEMP_wages * self.US_SC_UNEMP)
def test_2019_taxes_filing_status(self):
salary = 20000.00 # Wages per pay period
schedule_pay = 'monthly'
annual = salary * 12
allowances = 1
# Hand Calculations
personal_exemption = 2510.00
standard_deduction = min(3470.00, .1 * annual) # 3470.0 but min is shown for the process
taxable = annual - personal_exemption - standard_deduction
# taxable = 234020
test_amt = ((taxable) * (7.0 / 100.0)) - 467.95 # 15991.850000000002
test_amt = test_amt / 12.0 # Put it into monthly -> 1332.654166666667
# Make it negative
test_amt = -test_amt
employee = self._createEmployee()
contract = self._createContract(employee,
wage=salary,
state_id=self.get_us_state('SC'),
state_income_tax_exempt=False,
sc_w4_sit_allowances=allowances,
schedule_pay=schedule_pay)
self._log('2019 South Carolina 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.SC_UNEMP_MAX_WAGE * self.US_SC_UNEMP)
self.assertPayrollAlmostEqual(cats['EE_US_SIT'], test_amt)
process_payslip(payslip)

16
l10n_us_hr_payroll/tests/test_us_sc_south_carolina_payslip_2020.py
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@@ -6,11 +6,11 @@ from .common import TestUsPayslip
class TestUsSCPayslip(TestUsPayslip): class TestUsSCPayslip(TestUsPayslip):
### ###
# 2020 Taxes and Rates # 2021 Taxes and Rates
### ###
SC_UNEMP_MAX_WAGE = 14000.0 SC_UNEMP_MAX_WAGE = 14000.0
SC_UNEMP = 0.55 SC_UNEMP = 0.55
# Calculation based on https://dor.sc.gov/forms-site/Forms/WH1603F_2020.pdf # Calculation based on https://dor.sc.gov/forms-site/Forms/WH1603F_2021.pdf
def _test_sit(self, wage, additional_withholding, exempt, allowances, schedule_pay, date_start, expected_withholding): def _test_sit(self, wage, additional_withholding, exempt, allowances, schedule_pay, date_start, expected_withholding):
employee = self._createEmployee() employee = self._createEmployee()
@@ -28,9 +28,9 @@ class TestUsSCPayslip(TestUsPayslip):
self._log('Computed period tax: ' + str(expected_withholding)) self._log('Computed period tax: ' + str(expected_withholding))
self.assertPayrollAlmostEqual(cats.get('EE_US_SIT', 0.0), -expected_withholding) self.assertPayrollAlmostEqual(cats.get('EE_US_SIT', 0.0), -expected_withholding)
def test_2020_taxes_example(self): def test_2021_taxes_example(self):
self._test_er_suta('SC', self.SC_UNEMP, date(2020, 1, 1), wage_base=self.SC_UNEMP_MAX_WAGE) self._test_er_suta('SC', self.SC_UNEMP, date(2021, 1, 1), wage_base=self.SC_UNEMP_MAX_WAGE)
self._test_sit(750.0, 0.0, False, 3.0, 'weekly', date(2020, 1, 1), 28.73) self._test_sit(750.0, 0.0, False, 3.0, 'weekly', date(2021, 1, 1), 28.73)
self._test_sit(800.0, 0.0, True, 0.0, 'weekly', date(2020, 1, 1), 0.00) self._test_sit(800.0, 0.0, True, 0.0, 'weekly', date(2021, 1, 1), 0.00)
self._test_sit(9000.0, 0.0, False, 0.0, 'monthly', date(2020, 1, 1), 594.61) self._test_sit(9000.0, 0.0, False, 0.0, 'monthly', date(2021, 1, 1), 594.61)
self._test_sit(5000.0, 10.0, False, 2.0, 'semi-monthly', date(2020, 1, 1), 316.06) self._test_sit(5000.0, 10.0, False, 2.0, 'semi-monthly', date(2021, 1, 1), 316.06)

36
l10n_us_hr_payroll/tests/test_us_sc_south_carolina_payslip_2021.py Normal file
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@@ -0,0 +1,36 @@
# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
from datetime import date, timedelta
from .common import TestUsPayslip
class TestUsSCPayslip(TestUsPayslip):
###
# 2021 Taxes and Rates
###
SC_UNEMP_MAX_WAGE = 14000.0
SC_UNEMP = 0.55
# Calculation based on https://dor.sc.gov/forms-site/Forms/WH1603F_2021.pdf
def _test_sit(self, wage, additional_withholding, exempt, allowances, schedule_pay, date_start, expected_withholding):
employee = self._createEmployee()
contract = self._createContract(employee,
wage=wage,
state_id=self.get_us_state('SC'),
state_income_tax_additional_withholding=additional_withholding,
state_income_tax_exempt=exempt,
sc_w4_sit_allowances=allowances,
schedule_pay=schedule_pay)
payslip = self._createPayslip(employee, date_start, date_start + timedelta(days=7))
payslip.compute_sheet()
cats = self._getCategories(payslip)
self._log('Computed period tax: ' + str(expected_withholding))
self.assertPayrollAlmostEqual(cats.get('EE_US_SIT', 0.0), -expected_withholding)
def test_2021_taxes_example(self):
self._test_er_suta('SC', self.SC_UNEMP, date(2021, 1, 1), wage_base=self.SC_UNEMP_MAX_WAGE)
self._test_sit(750.0, 0.0, False, 3.0, 'weekly', date(2021, 1, 1), 27.57)
self._test_sit(800.0, 0.0, True, 0.0, 'weekly', date(2021, 1, 1), 0.00)
self._test_sit(9000.0, 0.0, False, 0.0, 'monthly', date(2021, 1, 1), 591.44)
self._test_sit(5000.0, 10.0, False, 2.0, 'semi-monthly', date(2021, 1, 1), 312.90)