From 5068a883e36204523d4cf32b2e5c1c9c16f83bec Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Mon, 17 Feb 2020 13:05:15 -0500 Subject: [PATCH] IMP `l10n_us_hr_payroll` Port `l10n_us_al_hr_payroll` AL Alabama including migration --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/state/al_alabama.xml | 191 +++++++++++++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + l10n_us_hr_payroll/models/state/al_alabama.py | 77 +++++ .../models/us_payroll_config.py | 9 + l10n_us_hr_payroll/tests/__init__.py | 3 + .../tests/test_us_al_alabama_payslip_2019.py | 264 ++++++++++++++++++ .../tests/test_us_al_alabama_payslip_2020.py | 36 +++ .../views/us_payroll_config_views.xml | 7 + 9 files changed, 590 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/al_alabama.xml create mode 100644 l10n_us_hr_payroll/models/state/al_alabama.py create mode 100644 l10n_us_hr_payroll/tests/test_us_al_alabama_payslip_2019.py create mode 100644 l10n_us_hr_payroll/tests/test_us_al_alabama_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index 77b506fd..3f26f989 100644 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -26,6 +26,7 @@ United States of America - Payroll Rules. 'data/federal/fed_941_fit_parameters.xml', 'data/federal/fed_941_fit_rules.xml', 'data/state/ak_alaska.xml', + 'data/state/al_alabama.xml', 'data/state/ar_arkansas.xml', 'data/state/az_arizona.xml', 'data/state/fl_florida.xml', diff --git a/l10n_us_hr_payroll/data/state/al_alabama.xml b/l10n_us_hr_payroll/data/state/al_alabama.xml new file mode 100644 index 00000000..b1a8cfe1 --- /dev/null +++ b/l10n_us_hr_payroll/data/state/al_alabama.xml @@ -0,0 +1,191 @@ + + + + + US AL Alabama SUTA Wage Base + us_al_suta_wage_base + + + + + 8000.0 + + + + + 8000.0 + + + + + + + + US AL Alabama SUTA Rate + us_al_suta_rate + + + + + 2.7 + + + + + 2.7 + + + + + + + US AL Alabama SIT Tax Rate + us_al_sit_tax_rate + + + + + { + '0': [(500, 2),( 3000, 4),('inf', 5)], + 'M': [( 1000, 2),( 6000, 4),('inf', 5)], + } + + + + + { + '0' : [(500, 2),(2500, 4),('inf', 5)], + 'M': [(1000, 2),(5000, 4),('inf', 5)], + } + + + + + + + US AL Alabama Dependent Rate + us_al_sit_dependent_rate + + + + + [ + ( 1000, 20000), + ( 500, 100000), + ( 300, 'inf'), + ] + + + + + [ + ( 1000, 20000), + ( 500, 100000), + ( 300, 'inf'), + ] + + + + + + + US AL Alabama Standard Deduction Rate + us_al_sit_standard_deduction_rate + + + + + { + '0': ((23499.0, 2500.0), (33000.0, 2500.0, 25.0, 500.0), ('inf', 2000.0)), + 'S': ((23499.0, 2500.0), (33000.0, 2500.0, 25.0, 500.0), ('inf', 2000.0)), + 'MS': ((10749.0, 3750.0), (15500.0, 3750.0, 88.0, 250.0), ('inf', 2000.0)), + 'M': ((23499.0, 7500.0), (33000.0, 7500.0, 175.0, 500.0), ('inf', 4000.0)), + 'H': ((23499.0, 4700.0), (33000.0, 7500.0, 175.0, 500.0), ('inf', 4000.0)), + } + + + + + { + '0': ((23499.0, 2500.0), (33000.0, 2500.0, 25.0, 500.0), ('inf', 2000.0)), + 'S': ((23499.0, 2500.0), (33000.0, 2500.0, 25.0, 500.0), ('inf', 2000.0)), + 'MS': ((10749.0, 3750.0), (15500.0, 3750.0, 88.0, 250.0), ('inf', 2000.0)), + 'M': ((23499.0, 7500.0), (33000.0, 7500.0, 175.0, 500.0), ('inf', 4000.0)), + 'H': ((23499.0, 4700.0), (33000.0, 7500.0, 175.0, 500.0), ('inf', 4000.0)), + } + + + + + + + US AL Alabama Personal Exemption Rate + us_al_sit_personal_exemption_rate + + + + + { + '0' : 0, + 'S' : 1500, + 'MS': 1500, + 'M' : 3000, + 'H' : 3000, + } + + + + + { + '0' : 0, + 'S' : 1500, + 'MS': 1500, + 'M' : 3000, + 'H' : 3000, + } + + + + + + + + US Alabama - Department of Economic Security (IDES) - Unemployment Tax + + + + US Alabama - Department of Revenue (IDOR) - Income Tax + + + + + + + + + + ER: US AL Alabama State Unemployment + ER_US_AL_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_al_suta_wage_base', rate='us_al_suta_rate', state_code='AL') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_al_suta_wage_base', rate='us_al_suta_rate', state_code='AL') + + + + + + + + + EE: US AL Alabama State Income Tax Withholding + EE_US_AL_SIT + python + result, _ = al_alabama_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = al_alabama_state_income_withholding(payslip, categories, worked_days, inputs) + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index 4141a0f5..3d52d04c 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -12,6 +12,7 @@ from .federal.fed_941 import ee_us_941_fica_ss, \ from .state.general import general_state_unemployment, \ general_state_income_withholding, \ is_us_state +from .state.al_alabama import al_alabama_state_income_withholding from .state.ar_arkansas import ar_arkansas_state_income_withholding from .state.az_arizona import az_arizona_state_income_withholding from .state.ga_georgia import ga_georgia_state_income_withholding @@ -58,6 +59,7 @@ class HRPayslip(models.Model): 'general_state_unemployment': general_state_unemployment, 'general_state_income_withholding': general_state_income_withholding, 'is_us_state': is_us_state, + 'al_alabama_state_income_withholding': al_alabama_state_income_withholding, 'ar_arkansas_state_income_withholding': ar_arkansas_state_income_withholding, 'az_arizona_state_income_withholding': az_arizona_state_income_withholding, 'ga_georgia_state_income_withholding': ga_georgia_state_income_withholding, diff --git a/l10n_us_hr_payroll/models/state/al_alabama.py b/l10n_us_hr_payroll/models/state/al_alabama.py new file mode 100644 index 00000000..15740c91 --- /dev/null +++ b/l10n_us_hr_payroll/models/state/al_alabama.py @@ -0,0 +1,77 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies, sit_wage + + +def al_alabama_state_income_withholding(payslip, categories, worked_days, inputs): + """ + Returns SIT eligible wage and rate. + + :return: result, result_rate (wage, percent) + """ + state_code = 'AL' + if not _state_applies(payslip, state_code): + return 0.0, 0.0 + + # Determine Wage + wage = sit_wage(payslip, categories) + if not wage: + return 0.0, 0.0 + + personal_exempt = payslip.contract_id.us_payroll_config_value('state_income_tax_exempt') + if personal_exempt: + return 0.0, 0.0 + + pay_periods = payslip.dict.get_pay_periods_in_year() + additional = payslip.contract_id.us_payroll_config_value('state_income_tax_additional_withholding') + tax_table = payslip.rule_parameter('us_al_sit_tax_rate') + exemptions = payslip.contract_id.us_payroll_config_value('al_a4_sit_exemptions') + dependent_rate = payslip.rule_parameter('us_al_sit_dependent_rate') + standard_deduction = payslip.rule_parameter('us_al_sit_standard_deduction_rate').get(exemptions, 0.0) + personal_exemption = payslip.rule_parameter('us_al_sit_personal_exemption_rate').get(exemptions, 0.0) + dependent = payslip.contract_id.us_payroll_config_value('al_a4_sit_dependents') + fed_withholding = categories.EE_US_941_FIT + + annual_wage = wage * pay_periods + standard_deduction_amt = 0.0 + personal_exemption_amt = 0.0 + dependent_amt = 0.0 + withholding = 0.0 + + if standard_deduction: + row = standard_deduction + last_amt = 0.0 + for data in row: + if annual_wage < float(data[0]): + if len(data) > 3: + increment_count = (- (wage - last_amt) // data[3]) + standard_deduction_amt = data[1] - (increment_count * data[2]) + else: + standard_deduction_amt = data[1] + else: + last_amt = data[0] + after_deduction = annual_wage - standard_deduction_amt + after_fed_withholding = (fed_withholding * pay_periods) + after_deduction + if not personal_exempt: + personal_exemption_amt = personal_exemption + after_personal_exemption = after_fed_withholding - personal_exemption_amt + for row in dependent_rate: + if annual_wage < float(row[1]): + dependent_amt = row[0] * dependent + break + + taxable_amount = after_personal_exemption - dependent_amt + last = 0.0 + tax_table = tax_table['M'] if exemptions == 'M' else tax_table['0'] + for row in tax_table: + if taxable_amount < float(row[0]): + withholding = withholding + ((taxable_amount - last) * (row[1] / 100)) + break + withholding = withholding + ((row[0] - last) * (row[1] / 100)) + last = row[0] + + if withholding < 0.0: + withholding = 0.0 + withholding /= pay_periods + withholding += additional + return wage, -((withholding / wage) * 100.0) diff --git a/l10n_us_hr_payroll/models/us_payroll_config.py b/l10n_us_hr_payroll/models/us_payroll_config.py index bc76715a..69dc69c2 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -51,6 +51,15 @@ class HRContractUSPayrollConfig(models.Model): fed_941_fit_w4_additional_withholding = fields.Float(string='Federal W4 Additional Withholding [4(c)]', help='Form W4 (2020+) 4(c)') + al_a4_sit_exemptions = fields.Selection([ + ('0', '0'), + ('S', 'S'), + ('MS', 'MS'), + ('M', 'M'), + ('H', 'H'), + ], string='Alabama A4 Withholding Exemptions', help='A4 1. 2. 3.') + al_a4_sit_dependents = fields.Integer(string='Alabama A4 Dependents', help='A4 4.') + ar_ar4ec_sit_allowances = fields.Integer(string='Arkansas AR4EC allowances', help='AR4EC 3.') az_a4_sit_withholding_percentage = fields.Float( diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index e5b8fa04..1ded7fb4 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -7,6 +7,9 @@ from . import test_us_payslip_2020 from . import test_us_ak_alaska_payslip_2019 from . import test_us_ak_alaska_payslip_2020 +from . import test_us_al_alabama_payslip_2019 +from . import test_us_al_alabama_payslip_2020 + from . import test_us_ar_arkansas_payslip_2019 from . import test_us_ar_arkansas_payslip_2020 diff --git a/l10n_us_hr_payroll/tests/test_us_al_alabama_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_al_alabama_payslip_2019.py new file mode 100644 index 00000000..61290314 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_al_alabama_payslip_2019.py @@ -0,0 +1,264 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip, process_payslip + + +class TestUsALPayslip(TestUsPayslip): + # TAXES AND RATES + AL_UNEMP_MAX_WAGE = 8000.00 + AL_UNEMP = -2.70 / 100.0 + + def test_taxes_weekly(self): + salary = 10000.00 + schedule_pay = 'weekly' + dependents = 1 + filing_status = 'S' + # see https://revenue.alabama.gov/wp-content/uploads/2019/01/whbooklet_0119.pdf for reference + # Hand Calculated Amount to Test + # Step 1 -> 10000.00 for wages per period , 52.0 for weekly -> 10000 * 52 -> 520000.0 + # Step 2A -> standard deduction for highest wage bracket -> 2000. Subtract from yearly income + # 520000 - 2000 = 518000.0 + # Step 2B -> Subtract Federal Income Tax in yearly form -> Our Fed withholding is -2999.66 * 52 = -155982.32 + # -> 518000.0 - 155982.32 = 362017.68 + # Step 2C -> Subtract the personal exemption -> 1500 for single filing_status + # -> 362017.68 - 1500 = 360517.68 + # Step 2D -> Since income is so high, only 300$ per dependent -> 300$. Subtract + # -> 360517.68 - 300 = 360217.68 + # + # Step 5 (after adding previous lines) -> Compute marginal taxes. + # (500 * (2.00 / 100)) + (2500 * (4.00 / 100)) + ((360217.68 - 500 - 2500) * (5.00 / 100)) -> 17970.884000000002 + # Convert back to pay period + # wh = round(17970.884000000002, 2) -> 17970.88 / 52.0 -> 345.59 + wh = -345.59 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AL'), + al_a4_sit_exemptions=filing_status, + state_income_tax_additional_withholding=0.0, + state_income_tax_exempt=False, + al_a4_sit_dependents=dependents, + schedule_pay=schedule_pay) + + self._log('2019 Alabama tax first payslip weekly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['EE_US_941_FIT'], -2999.66) # Hand Calculated. + self.assertPayrollEqual(cats['ER_US_SUTA'], self.AL_UNEMP_MAX_WAGE * self.AL_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) + + remaining_AL_UNEMP_wages = 0.00 # We already reached the maximum wage for unemployment insurance. + + self._log('2019 Alabama tax second payslip weekly:') + payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], remaining_AL_UNEMP_wages * self.AL_UNEMP) # 0 + + def test_taxes_married_jointly(self): + salary = 10000.00 + schedule_pay = 'weekly' + dependents = 1 + filing_status = 'M' + + # see https://revenue.alabama.gov/wp-content/uploads/2019/01/whbooklet_0119.pdf for reference + # Hand Calculated Amount to Test + # Step 1 -> 10000.00 for wages per period , 52.0 for weekly -> 10000 * 52 -> 520000.0 + # Step 2A -> standard deduction for highest wage bracket -> 4000. Subtract from yearly income + # 520000 - 4000 = 516000.0 + # Step 2B -> Subtract Federal Income Tax in yearly form -> Our Fed withholding is -2999.66 * 52 = -155982.32 + # -> 516000.0 - 155982.32 = 360017.68 + # Step 2C -> Subtract the personal exemption -> 3000 for married filing jointly. + # -> 360017.68 - 3000 = 357017.68 + # Step 2D -> Since income is so high, only 300$ per dependent -> 300$. Subtract + # -> 357017.68 - 300 = 356717.68 + # + # Step 5 (after adding previous lines) -> Compute marginal taxes. + # (1000 * (2.00 / 100)) + (5000 * (4.00 / 100)) + ((356717.68 - 1000 - 50000) * (5.00 / 100)) + # -> 17755.884000000002 + # Convert back to pay period + # wh = round(17755.884000000002, 2) -> 15505.88 / 52.0 -> 341.45923076923077 + wh = -341.46 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AL'), + al_a4_sit_exemptions=filing_status, + state_income_tax_additional_withholding=0.0, + state_income_tax_exempt=False, + al_a4_sit_dependents=dependents, + schedule_pay=schedule_pay) + + self._log('2019 Alabama tax first payslip weekly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['EE_US_941_FIT'], -2999.66) # Hand Calculated. + self.assertPayrollEqual(cats['ER_US_SUTA'], self.AL_UNEMP_MAX_WAGE * self.AL_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) + + + def test_taxes_semimonthly_filing_seperate(self): + salary = 20000.00 + schedule_pay = 'monthly' + filing_status = 'MS' + dependents = 2 + + # see https://revenue.alabama.gov/wp-content/uploads/2019/01/whbooklet_0119.pdf for reference + # Hand Calculated Amount to Test + # Step 1 -> 10000.00 for wages per period , 12.0 for monthly -> 20000 * 12 -> 240000.00 + # Step 2A -> standard deduction for highest wage bracket -> 2000. Subtract from yearly income + # 240000.00 - 2000 = 238000.00 + # Step 2B -> Subtract Federal Income Tax in yearly form -> Our Fed withholding is -4821.99 * 12 = -57863.88 + # -> 238000.00 - 57863.88 = 180136.12 + # Step 2C -> Subtract the personal exemption -> 1500 for married filing separately + # -> 180136.12 - 1500 = 178636.12 + # Step 2D -> Since income is so high, only 300$ per dependent -> 600. Subtract + # -> 178636.12 - 600 = 178036.12 + # + # Step 5 (after adding previous lines) -> Compute marginal taxes. + # (500 * (2.00 / 100)) + (2500 * (4.00 / 100)) + ((178036.12 - 500 - 2500) * (5.00 / 100)) -> 8861.806 + # Convert back to pay period + # wh = 8861.806 / 12.0 rounded -> 738.48 + wh = -738.48 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AL'), + al_a4_sit_exemptions=filing_status, + state_income_tax_additional_withholding=0.0, + state_income_tax_exempt=False, + al_a4_sit_dependents=dependents, + schedule_pay=schedule_pay) + + self._log('2019 Alabama tax first payslip monthly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['EE_US_941_FIT'], -4822.00) # Hand Calculated. + self.assertPayrollEqual(cats['ER_US_SUTA'], self.AL_UNEMP_MAX_WAGE * self.AL_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) + + def test_tax_exempt(self): + salary = 5500.00 + wh = 0 + schedule_pay = 'weekly' + dependents = 2 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AL'), + al_a4_sit_exemptions='0', + state_income_tax_additional_withholding=0.0, + state_income_tax_exempt=True, + al_a4_sit_dependents=dependents, + schedule_pay=schedule_pay) + + self._log('2019 Alabama tax first payslip exempt:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], salary * self.AL_UNEMP) + self.assertPayrollEqual(cats.get('EE_US_SIT', 0.0), wh) + + def test_additional_withholding(self): + salary = 5500.0 + schedule_pay = 'weekly' + additional_wh = 40.0 + dependents = 2 + # filing status default is single + + # see https://revenue.alabama.gov/wp-content/uploads/2019/01/whbooklet_0119.pdf for reference + # Hand Calculated Amount to Test + # Step 1 -> 5500.00 for wages per period , 52.0 for monthly -> 5500 * 52.0 -> 286000.0 + # Step 2A -> standard deduction for highest wage bracket -> 2000. Subtract from yearly income + # 286000.0 - 2000 = 284000.0 + # Step 2B -> Subtract Federal Income Tax in yearly form -> Our Fed withholding is -1422.4 * 52.0 = -73964.8 + # -> 284000.0 - 73964.8 = 210035.2 + # Step 2C -> Subtract the personal exemption -> 1500 for single + # -> 210035.2 - 1500 = 208535.2 + # Step 2D -> Since income is so high, only 300$ per dependent -> 600. Subtract + # -> 208535.2 - 600 = 207935.2 + # + # Step 5 (after adding previous lines) -> Compute marginal taxes. + # (500 * (2.00 / 100)) + (2500 * (4.00 / 100)) + ((207935.2 - 500 - 2500) * (5.00 / 100)) -> 10356.76 + # Convert back to pay period + # wh = 10356.76 / 52.0 rounded -> 199.17 + wh = -199.17 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AL'), + al_a4_sit_exemptions='S', + state_income_tax_additional_withholding=40.0, + state_income_tax_exempt=False, + al_a4_sit_dependents=dependents, + schedule_pay=schedule_pay) + + self._log('2019 Alabama tax first payslip additional withholding:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['EE_US_941_FIT'], -1422.4) # Hand Calculated. + self.assertPayrollEqual(cats['ER_US_SUTA'], salary * self.AL_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh - additional_wh) + + def test_personal_exemption(self): + salary = 5500.0 + schedule_pay = 'weekly' + # filing status default is single + + # see https://revenue.alabama.gov/wp-content/uploads/2019/01/whbooklet_0119.pdf for reference + # Hand Calculated Amount to Test + # Step 1 -> 5500.00 for wages per period , 52.0 for monthly -> 5500 * 52.0 -> 286000.0 + # Step 2A -> standard deduction for highest wage bracket -> 2000. Subtract from yearly income + # 286000.0 - 2000 = 284000.0 + # Step 2B -> Subtract Federal Income Tax in yearly form -> Our Fed withholding is -1422.4 * 52.0 = -73964.8 + # -> 284000.0 - 73964.8 = 210035.2 + # Step 2C -> Subtract the personal exemption -> 0 for personal exemptioon + # -> 210035.2 - 0 = 210035.2 + # Step 2D -> Subtract per dependent. No dependents so 0 + # -> 210035.2 - 0 = 210035.2 + # + # Step 5 (after adding previous lines) -> Compute marginal taxes. + # (500 * (2.00 / 100)) + (2500 * (4.00 / 100)) + ((210035.2 - 500 - 2500) * (5.00 / 100)) -> 10461.76 + # Convert back to pay period + # wh = 10461.76 / 52.0 rounded -> 201.19 + wh = -199.74 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AL'), + al_a4_sit_exemptions='S', + state_income_tax_additional_withholding=0.0, + state_income_tax_exempt=False, + al_a4_sit_dependents=0.0, + schedule_pay=schedule_pay) + + self._log('2019 Alabama tax first payslip additional withholding:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['EE_US_941_FIT'], -1422.4) # Hand Calculated. + self.assertPayrollEqual(cats['ER_US_SUTA'], salary * self.AL_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) diff --git a/l10n_us_hr_payroll/tests/test_us_al_alabama_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_al_alabama_payslip_2020.py new file mode 100644 index 00000000..055c95cb --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_al_alabama_payslip_2020.py @@ -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 TestUsALPayslip(TestUsPayslip): + # Taxes and Rates + AL_UNEMP_MAX_WAGE = 8000.00 + AL_UNEMP = 2.70 + + def _test_sit(self, wage, exempt, exemptions, additional_withholding, dependent, schedule_pay, date_start, expected_withholding): + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wage, + state_id=self.get_us_state('AL'), + al_a4_sit_exemptions=exempt, + state_income_tax_exempt=exemptions, + state_income_tax_additional_withholding=additional_withholding, + al_a4_sit_dependents=dependent, + schedule_pay=schedule_pay) + payslip = self._createPayslip(employee, date_start, date_start + timedelta(days=7)) + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self._log('Computed period tax: ' + str(expected_withholding)) + self.assertPayrollEqual(cats.get('EE_US_SIT', 0.0), -expected_withholding) + + def test_2020_taxes_example(self): + self._test_er_suta('AL', self.AL_UNEMP, date(2020, 1, 1), wage_base=self.AL_UNEMP_MAX_WAGE) + self._test_sit(10000.0, 'S', False, 0.0, 1.0, 'weekly', date(2020, 1, 1), 349.08) + self._test_sit(850.0, 'M', False, 0.0, 2.0, 'weekly', date(2020, 1, 1), 29.98) + self._test_sit(5000.0, 'H', False, 0.0, 2.0, 'bi-weekly', date(2020, 1, 1), 191.15) + self._test_sit(20000.0, 'MS', False, 2.0, 0, 'monthly', date(2020, 1, 1), 757.6) + self._test_sit(5500.0, '0', True, 2.0, 150, 'weekly', date(2020, 1, 1), 0) diff --git a/l10n_us_hr_payroll/views/us_payroll_config_views.xml b/l10n_us_hr_payroll/views/us_payroll_config_views.xml index dafaf285..082aedcb 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -44,6 +44,13 @@ + +

Form A4 - State Income Tax

+ + + + +

Form AR4EC - State Income Tax