diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index 683b8752..74a9fd12 100644 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -27,6 +27,7 @@ United States of America - Payroll Rules. 'data/federal/fed_941_fit_rules.xml', 'data/state/fl_florida.xml', 'data/state/ga_georgia.xml', + 'data/state/ms_mississippi.xml', 'data/state/mt_montana.xml', 'data/state/oh_ohio.xml', 'data/state/pa_pennsylvania.xml', diff --git a/l10n_us_hr_payroll/data/state/ms_mississippi.xml b/l10n_us_hr_payroll/data/state/ms_mississippi.xml new file mode 100644 index 00000000..97be0112 --- /dev/null +++ b/l10n_us_hr_payroll/data/state/ms_mississippi.xml @@ -0,0 +1,125 @@ + + + + + US MS Mississippi SUTA Wage Base + us_ms_suta_wage_base + + + + + 14000.0 + + + + + 14000.0 + + + + + + + + US MS Mississippi SUTA Rate + us_ms_suta_rate + + + + + 1.2 + + + + + 1.2 + + + + + + + US MS Mississippi SIT Rate Table + us_ms_sit_rate + + + + + [ + ( 10000.00, 290.0, 0.05), + ( 5000.00, 90.0, 0.04), + ( 2000.00, 0.0, 0.03), + ] + + + + + [ + ( 10000.00, 260.0, 0.05), + ( 5000.00, 60.0, 0.04), + ( 3000.00, 0.0, 0.03), + ] + + + + + + + US MS Mississippi SIT Deduction + us_ms_sit_deduction + + + + + { + 'single': 2300.0, + 'head_of_household': 3400.0, + 'married_dual': 2300.0, + 'married': 4600.0, + } + + + + + + + + US Mississippi - Department of Employment Security (Unemployment) + + + + US Mississippi - Mississippi Department of Revenue (Income Tax) + + + + + + + + + + ER: US MS Mississippi State Unemployment + ER_US_MS_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ms_suta_wage_base', rate='us_ms_suta_rate', state_code='MS') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ms_suta_wage_base', rate='us_ms_suta_rate', state_code='MS') + + + + + + + + + EE: US MS Mississippi State Income Tax Withholding + EE_US_MS_SIT + python + result, _ = ms_mississippi_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = ms_mississippi_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 7b00f540..b487d6cd 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -13,6 +13,7 @@ from .state.general import general_state_unemployment, \ general_state_income_withholding, \ is_us_state from .state.ga_georgia import ga_georgia_state_income_withholding +from .state.ms_mississippi import ms_mississippi_state_income_withholding from .state.mt_montana import mt_montana_state_income_withholding from .state.oh_ohio import oh_ohio_state_income_withholding from .state.va_virginia import va_virginia_state_income_withholding @@ -50,6 +51,7 @@ class HRPayslip(models.Model): 'general_state_income_withholding': general_state_income_withholding, 'is_us_state': is_us_state, 'ga_georgia_state_income_withholding': ga_georgia_state_income_withholding, + 'ms_mississippi_state_income_withholding': ms_mississippi_state_income_withholding, 'mt_montana_state_income_withholding': mt_montana_state_income_withholding, 'oh_ohio_state_income_withholding': oh_ohio_state_income_withholding, 'va_virginia_state_income_withholding': va_virginia_state_income_withholding, diff --git a/l10n_us_hr_payroll/models/state/ms_mississippi.py b/l10n_us_hr_payroll/models/state/ms_mississippi.py new file mode 100644 index 00000000..dfd9872a --- /dev/null +++ b/l10n_us_hr_payroll/models/state/ms_mississippi.py @@ -0,0 +1,46 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies + + +def ms_mississippi_state_income_withholding(payslip, categories, worked_days, inputs): + """ + Returns SIT eligible wage and rate. + WAGE = GROSS - WAGE_US_941_FIT_EXEMPT + + :return: result, result_rate (wage, percent) + """ + state_code = 'MS' + if not _state_applies(payslip, state_code): + return 0.0, 0.0 + + filing_status = payslip.contract_id.us_payroll_config_value('ms_89_350_sit_filing_status') + if not filing_status: + return 0.0, 0.0 + + # Determine Wage + wage = categories.GROSS - categories.WAGE_US_941_FIT_EXEMPT + if wage == 0.0: + 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') + exemptions = payslip.contract_id.us_payroll_config_value('ms_89_350_sit_exemption_value') + standard_deduction = payslip.rule_parameter('us_ms_sit_deduction').get(filing_status) + withholding_rate = payslip.rule_parameter('us_ms_sit_rate') + + wage_annual = wage * pay_periods + taxable_income = wage_annual - (exemptions + standard_deduction) + if taxable_income <= 0.01: + return wage, 0.0 + + withholding = 0.0 + for row in withholding_rate: + wage_base, base, rate = row + if taxable_income >= wage_base: + withholding = base + ((taxable_income - wage_base) * rate) + break + withholding /= pay_periods + withholding = round(withholding) + withholding += round(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 885846e2..b3663dc5 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -64,6 +64,16 @@ class HRContractUSPayrollConfig(models.Model): ga_g4_sit_additional_allowances = fields.Integer(string='Georgia G-4 Additional Allowances', help='G-4 5.') + ms_89_350_sit_filing_status = fields.Selection([ + ('', 'Exempt'), + ('single', 'Single'), + ('married', 'Married (spouse NOT employed)'), + ('married_dual', 'Married (spouse IS employed)'), + ('head_of_household', 'Head of Household'), + ], string='Mississippi 89-350 Filing Status', help='89-350 1. 2. 3. 8.') + ms_89_350_sit_exemption_value = fields.Float(string='Mississippi 89-350 Exemption Total', + help='89-350 Box 6 (including filing status amounts)') + mt_mw4_sit_exemptions = fields.Integer(string='Montana MW-4 Exemptions', help='MW-4 Box G') # Don't use the main state_income_tax_exempt because of special meaning and reporting diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index 43613969..3e4cb355 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -10,6 +10,9 @@ from . import test_us_fl_florida_payslip_2020 from . import test_us_ga_georgia_payslip_2019 from . import test_us_ga_georgia_payslip_2020 +from . import test_us_ms_mississippi_payslip_2019 +from . import test_us_ms_mississippi_payslip_2020 + from . import test_us_mt_montana_payslip_2019 from . import test_us_mt_montana_payslip_2020 diff --git a/l10n_us_hr_payroll/tests/test_us_ms_mississippi_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_ms_mississippi_payslip_2019.py new file mode 100755 index 00000000..e7ce35d0 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_ms_mississippi_payslip_2019.py @@ -0,0 +1,94 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip + + +class TestUsMsPayslip(TestUsPayslip): + # Calculations from https://www.dor.ms.gov/Documents/Computer%20Payroll%20Accounting%201-2-19.pdf + MS_UNEMP = -1.2 / 100.0 + + def test_2019_taxes_one(self): + salary = 1250.0 + ms_89_350_exemption = 11000.0 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MS'), + ms_89_350_sit_filing_status='head_of_household', + ms_89_350_sit_exemption_value=ms_89_350_exemption, + state_income_tax_additional_withholding=0.0, + schedule_pay='semi-monthly') + + self._log('2019 Mississippi tax single 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 * self.MS_UNEMP) + + STDED = 3400.0 # Head of Household + AGP = salary * 24 # Semi-Monthly + TI = AGP - (ms_89_350_exemption + STDED) + self.assertPayrollEqual(TI, 15600.0) + TAX = ((TI - 10000) * 0.05) + 290 # Over 10,000 + self.assertPayrollEqual(TAX, 570.0) + + ms_withhold = round(TAX / 24) # Semi-Monthly + self.assertPayrollEqual(cats['EE_US_SIT'], -ms_withhold) + + def test_2019_taxes_one_exempt(self): + salary = 1250.0 + ms_89_350_exemption = 11000.0 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MS'), + ms_89_350_sit_filing_status='', + ms_89_350_sit_exemption_value=ms_89_350_exemption, + state_income_tax_additional_withholding=0.0, + schedule_pay='semi-monthly') + + self._log('2019 Mississippi tax single first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + self.assertPayrollEqual(cats.get('EE_US_SIT', 0.0), 0.0) + + def test_2019_taxes_additional(self): + salary = 1250.0 + ms_89_350_exemption = 11000.0 + additional = 40.0 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MS'), + ms_89_350_sit_filing_status='head_of_household', + ms_89_350_sit_exemption_value=ms_89_350_exemption, + state_income_tax_additional_withholding=additional, + schedule_pay='semi-monthly') + + self._log('2019 Mississippi tax single 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 * self.MS_UNEMP) + + STDED = 3400.0 # Head of Household + AGP = salary * 24 # Semi-Monthly + TI = AGP - (ms_89_350_exemption + STDED) + self.assertPayrollEqual(TI, 15600.0) + TAX = ((TI - 10000) * 0.05) + 290 # Over 10,000 + self.assertPayrollEqual(TAX, 570.0) + + ms_withhold = round(TAX / 24) # Semi-Monthly + self.assertPayrollEqual(cats['EE_US_SIT'], -ms_withhold + -additional) diff --git a/l10n_us_hr_payroll/tests/test_us_ms_mississippi_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_ms_mississippi_payslip_2020.py new file mode 100755 index 00000000..5942d7ad --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_ms_mississippi_payslip_2020.py @@ -0,0 +1,120 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from datetime import date +from .common import TestUsPayslip + + +class TestUsMsPayslip(TestUsPayslip): + # Calculations from https://www.dor.ms.gov/Documents/Computer%20Payroll%20Accounting%201-2-19.pdf + MS_UNEMP = 1.2 + MS_UNEMP_MAX_WAGE = 14000.0 + + def test_2020_taxes_one(self): + self._test_er_suta('MS', self.MS_UNEMP, date(2020, 1, 1), wage_base=self.MS_UNEMP_MAX_WAGE) + + salary = 1250.0 + ms_89_350_exemption = 11000.0 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MS'), + ms_89_350_sit_filing_status='head_of_household', + ms_89_350_sit_exemption_value=ms_89_350_exemption, + state_income_tax_additional_withholding=0.0, + schedule_pay='semi-monthly') + + self._log('2020 Mississippi tax single first payslip:') + payslip = self._createPayslip(employee, '2020-01-01', '2020-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + STDED = 3400.0 # Head of Household + AGP = salary * 24 # Semi-Monthly + TI = AGP - (ms_89_350_exemption + STDED) + self.assertPayrollEqual(TI, 15600.0) + TAX = ((TI - 10000) * 0.05) + 260 # Over 10,000 + self.assertPayrollEqual(TAX, 540.0) + + ms_withhold = round(TAX / 24) # Semi-Monthly + self.assertPayrollEqual(cats['EE_US_SIT'], -ms_withhold) + + def test_2020_taxes_one_exempt(self): + salary = 1250.0 + ms_89_350_exemption = 11000.0 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MS'), + ms_89_350_sit_filing_status='', + ms_89_350_sit_exemption_value=ms_89_350_exemption, + state_income_tax_additional_withholding=0.0, + schedule_pay='semi-monthly') + + self._log('2020 Mississippi tax single first payslip:') + payslip = self._createPayslip(employee, '2020-01-01', '2020-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + self.assertPayrollEqual(cats.get('EE_US_SIT', 0.0), 0.0) + + def test_2020_taxes_additional(self): + salary = 1250.0 + ms_89_350_exemption = 11000.0 + additional = 40.0 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MS'), + ms_89_350_sit_filing_status='single', + ms_89_350_sit_exemption_value=ms_89_350_exemption, + state_income_tax_additional_withholding=additional, + schedule_pay='monthly') + + self._log('2020 Mississippi tax single first payslip:') + payslip = self._createPayslip(employee, '2020-01-01', '2020-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + STDED = 2300.0 # Single + AGP = salary * 12 # Monthly + TI = AGP - (ms_89_350_exemption + STDED) + self.assertPayrollEqual(TI, 1700.0) + TAX = ((TI - 3000) * 0.03) + self.assertPayrollEqual(TAX, -39.0) + + ms_withhold = round(TAX / 12) # Monthly + self.assertTrue(ms_withhold <= 0.0) + self.assertPayrollEqual(cats['EE_US_SIT'], -40.0) # only additional + + # Test with higher wage + salary = 1700.0 + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MS'), + ms_89_350_sit_filing_status='single', + ms_89_350_sit_exemption_value=ms_89_350_exemption, + state_income_tax_additional_withholding=additional, + schedule_pay='monthly') + payslip = self._createPayslip(employee, '2020-01-01', '2020-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + STDED = 2300.0 # Single + AGP = salary * 12 # Monthly + TI = AGP - (ms_89_350_exemption + STDED) + self.assertPayrollEqual(TI, 7100.0) + TAX = ((TI - 5000) * 0.04) + 60.0 + self.assertPayrollEqual(TAX, 144.0) + + ms_withhold = round(TAX / 12) # Monthly + self.assertPayrollEqual(ms_withhold, 12.0) + self.assertPayrollEqual(cats['EE_US_SIT'], -(ms_withhold + additional)) 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 395b008b..f94f820b 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -55,6 +55,12 @@ + +

Form 89-350 - State Income Tax

+ + + +

Form MT-4 - State Income Tax