diff --git a/l10n_us_hr_payroll/__init__.py b/l10n_us_hr_payroll/__init__.py new file mode 100644 index 00000000..09434554 --- /dev/null +++ b/l10n_us_hr_payroll/__init__.py @@ -0,0 +1,3 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from . import models diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py new file mode 100644 index 00000000..a748aae6 --- /dev/null +++ b/l10n_us_hr_payroll/__manifest__.py @@ -0,0 +1,35 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +{ + 'name': 'United States of America - Payroll', + 'author': 'Hibou Corp. ', + 'version': '13.0.2020.0.0', + 'category': 'Payroll Localization', + 'depends': [ + 'hr_payroll', + 'hr_contract_reports', + ], + 'description': """ +United States of America - Payroll Rules. +========================================= + + """, + + 'data': [ + 'security/ir.model.access.csv', + 'data/base.xml', + 'data/integration_rules.xml', + 'data/federal/fed_940_futa_parameters.xml', + 'data/federal/fed_940_futa_rules.xml', + 'data/federal/fed_941_fica_parameters.xml', + 'data/federal/fed_941_fica_rules.xml', + 'data/federal/fed_941_fit_parameters.xml', + 'data/federal/fed_941_fit_rules.xml', + 'views/hr_contract_views.xml', + 'views/us_payroll_config_views.xml', + ], + 'demo': [ + ], + 'auto_install': False, + 'license': 'OPL-1', +} diff --git a/l10n_us_hr_payroll/data/base.xml b/l10n_us_hr_payroll/data/base.xml new file mode 100644 index 00000000..6838f283 --- /dev/null +++ b/l10n_us_hr_payroll/data/base.xml @@ -0,0 +1,20 @@ + + + + + USA Employee + + + + + + USA Employee Standard + + + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/data/federal/fed_940_futa_parameters.xml b/l10n_us_hr_payroll/data/federal/fed_940_futa_parameters.xml new file mode 100644 index 00000000..9c34afb6 --- /dev/null +++ b/l10n_us_hr_payroll/data/federal/fed_940_futa_parameters.xml @@ -0,0 +1,38 @@ + + + + + Federal 940 FUTA Wage Base + fed_940_futa_wage_base + + + + 7000.00 + + + + + + + Federal 940 FUTA Rate Basic + fed_940_futa_rate_basic + + + + 6.0 + + + + + + Federal 940 FUTA Rate Normal + fed_940_futa_rate_normal + + + + 0.6 + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/data/federal/fed_940_futa_rules.xml b/l10n_us_hr_payroll/data/federal/fed_940_futa_rules.xml new file mode 100644 index 00000000..5b315100 --- /dev/null +++ b/l10n_us_hr_payroll/data/federal/fed_940_futa_rules.xml @@ -0,0 +1,34 @@ + + + + + US Federal 940 - EFTPS + + + + ER: Federal 940 FUTA + ER_US_940_FUTA + + + + + + WAGE: Federal 940 FUTA Exempt + WAGE_US_940_FUTA_EXEMPT + + + + + + + ER: US FUTA Federal Unemployment + ER_US_940_FUTA + python + result, _ = er_us_940_futa(payslip, categories, worked_days, inputs) + code + result, result_rate = er_us_940_futa(payslip, categories, worked_days, inputs) + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/data/federal/fed_941_fica_parameters.xml b/l10n_us_hr_payroll/data/federal/fed_941_fica_parameters.xml new file mode 100644 index 00000000..1be404bb --- /dev/null +++ b/l10n_us_hr_payroll/data/federal/fed_941_fica_parameters.xml @@ -0,0 +1,88 @@ + + + + + + Federal 941 FICA Social Security Wage Base + fed_941_fica_ss_wage_base + + + + 128400.0 + + + + + 132900.0 + + + + + 137700.0 + + + + + + + Federal 941 FICA Rate + fed_941_fica_ss_rate + + + + 6.2 + + + + + + + + Federal 941 FICA Medicare Wage Base + fed_941_fica_m_wage_base + + + + "inf" + + + + + + + Federal 941 FICA Rate + fed_941_fica_m_rate + + + + 1.45 + + + + + + + + Federal 941 FICA Medicare Additional Wage Start + fed_941_fica_m_add_wage_start + + + + 200000.0 + + + + + + + Federal 941 FICA Medicare Additional Rate + fed_941_fica_m_add_rate + + + + 0.9 + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/data/federal/fed_941_fica_rules.xml b/l10n_us_hr_payroll/data/federal/fed_941_fica_rules.xml new file mode 100644 index 00000000..324958a4 --- /dev/null +++ b/l10n_us_hr_payroll/data/federal/fed_941_fica_rules.xml @@ -0,0 +1,100 @@ + + + + + US Federal 941 - EFTPS + + + + EE: Federal 941 FICA + EE_US_941_FICA + + + + + ER: Federal 941 FICA + ER_US_941_FICA + + + + + + WAGE: Federal 941 FICA Exempt + WAGE_US_941_FICA_EXEMPT + + + + + + + + + EE: US FICA Social Security + EE_US_941_FICA_SS + python + result, _ = ee_us_941_fica_ss(payslip, categories, worked_days, inputs) + code + result, result_rate = ee_us_941_fica_ss(payslip, categories, worked_days, inputs) + + + + + + + + + ER: US FICA Social Security + ER_US_941_FICA_SS + python + result, _ = er_us_941_fica_ss(payslip, categories, worked_days, inputs) + code + result, result_rate = er_us_941_fica_ss(payslip, categories, worked_days, inputs) + + + + + + + + + + EE: US FICA Medicare + EE_US_941_FICA_M + python + result, _ = ee_us_941_fica_m(payslip, categories, worked_days, inputs) + code + result, result_rate = ee_us_941_fica_m(payslip, categories, worked_days, inputs) + + + + + + + + + ER: US FICA Medicare + ER_US_941_FICA_M + python + result, _ = er_us_941_fica_m(payslip, categories, worked_days, inputs) + code + result, result_rate = er_us_941_fica_m(payslip, categories, worked_days, inputs) + + + + + + + + + + EE: US FICA Medicare Additional + EE_US_941_FICA_M_ADD + python + result, _ = ee_us_941_fica_m_add(payslip, categories, worked_days, inputs) + code + result, result_rate = ee_us_941_fica_m_add(payslip, categories, worked_days, inputs) + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/data/federal/fed_941_fit_parameters.xml b/l10n_us_hr_payroll/data/federal/fed_941_fit_parameters.xml new file mode 100644 index 00000000..97753e5a --- /dev/null +++ b/l10n_us_hr_payroll/data/federal/fed_941_fit_parameters.xml @@ -0,0 +1,504 @@ + + + + + + Federal 941 FIT Allowance + fed_941_fit_allowance + + + + + { + 'weekly': 80.80, + 'bi-weekly': 161.50, + 'semi-monthly': 175.00, + 'monthly': 350.00, + 'quarterly': 1050.00, + 'semi-annually': 2100.00, + 'annually': 4200.00, + } + + + + + { + 'weekly': 80.80, + 'bi-weekly': 161.50, + 'semi-monthly': 175.00, + 'monthly': 350.00, + 'quarterly': 1050.00, + 'semi-annually': 2100.00, + 'annually': 4200.00, + } + + + + + + 4300.0 + + + + + + Federal 941 FIT NRA Additional + fed_941_fit_nra_additional + + + + + { + 'weekly': 153.80, + 'bi-weekly': 307.70, + 'semi-monthly': 333.30, + 'monthly': 666.70, + 'quarterly': 2000.00, + 'semi-annually': 4000.00, + 'annually': 8000.00, + } + + + + + { + 'weekly': 153.80, + 'bi-weekly': 307.70, + 'semi-monthly': 333.30, + 'monthly': 666.70, + 'quarterly': 2000.00, + 'semi-annually': 4000.00, + 'annually': 8000.00, + } + + + + + { + 'weekly': 238.50, + 'bi-weekly': 476.90, + 'semi-monthly': 516.70, + 'monthly': 1033.30, + 'quarterly': 3100.00, + 'semi-annually': 6200.00, + 'annually': 12400.00, + } + + + + + + + Federal 941 FIT Table Single + fed_941_fit_table_single + + + + + + { + 'weekly': [ + ( 73.00, 0.00, 0), + ( 260.00, 0.00, 10), + ( 832.00, 18.70, 12), + ( 1692.00, 87.34, 22), + ( 3164.00, 276.54, 24), + ( 3998.00, 629.82, 32), + ( 9887.00, 896.70, 35), + ( 'inf', 2957.85, 37), + ], + 'bi-weekly': [ + ( 146.00, 0.00, 0), + ( 519.00, 0.00, 10), + ( 1664.00, 37.30, 12), + ( 3385.00, 174.70, 22), + ( 6328.00, 553.32, 24), + ( 7996.00, 1259.64, 32), + ( 19773.00, 1793.40, 35), + ( 'inf', 5915.35, 37), + ], + 'semi-monthly': [ + ( 158.00, 0.00, 0), + ( 563.00, 0.00, 10), + ( 1803.00, 40.50, 12), + ( 3667.00, 189.30, 22), + ( 6855.00, 599.38, 24), + ( 8663.00, 1364.50, 32), + ( 21421.00, 1943.06, 35), + ( 'inf', 6408.36, 37), + ], + 'monthly': [ + ( 317.00, 0.00, 0), + ( 1125.00, 0.00, 10), + ( 3606.00, 80.80, 12), + ( 7333.00, 378.52, 22), + ( 13710.00, 1198.46, 24), + ( 17325.00, 2728.94, 32), + ( 42842.00, 3885.74, 35), + ( 'inf', 12816.69, 37), + ], + 'quarterly': [ + ( 950.00, 0.00, 0), + ( 3375.00, 0.00, 10), + ( 10819.00, 242.50, 12), + ( 22000.00, 1135.78, 22), + ( 41131.00, 3595.60, 24), + ( 51975.00, 8187.04, 32), + ( 128525.00, 11657.12, 35), + ( 'inf', 38449.62, 37), + ], + 'semi-annually': [ + ( 1900.00, 0.00, 0), + ( 6750.00, 0.00, 10), + ( 21638.00, 485.00, 12), + ( 44000.00, 2271.56, 22), + ( 82263.00, 7191.20, 24), + ( 103950.00, 16374.32, 32), + ( 257050.00, 23314.16, 35), + ( 'inf', 76899.16, 37), + ], + 'annually': [ + ( 3800.00, 0.00, 0), + ( 13500.00, 0.00, 10), + ( 43275.00, 970.00, 12), + ( 88000.00, 4543.00, 22), + ( 164525.00, 14382.50, 24), + ( 207900.00, 32748.50, 32), + ( 514100.00, 46628.50, 35), + ( 'inf', 153798.50, 37), + ], + } + + + + + + { + 'weekly': [ + ( 73.00, 0.00, 0), + ( 260.00, 0.00, 10), + ( 832.00, 18.70, 12), + ( 1692.00, 87.34, 22), + ( 3164.00, 276.54, 24), + ( 3998.00, 629.82, 32), + ( 9887.00, 896.70, 35), + ( 'inf', 2957.85, 37), + ], + 'bi-weekly': [ + ( 146.00, 0.00, 0), + ( 519.00, 0.00, 10), + ( 1664.00, 37.30, 12), + ( 3385.00, 174.70, 22), + ( 6328.00, 553.32, 24), + ( 7996.00, 1259.64, 32), + ( 19773.00, 1793.40, 35), + ( 'inf', 5915.35, 37), + ], + 'semi-monthly': [ + ( 158.00, 0.00, 0), + ( 563.00, 0.00, 10), + ( 1803.00, 40.50, 12), + ( 3667.00, 189.30, 22), + ( 6855.00, 599.38, 24), + ( 8663.00, 1364.50, 32), + ( 21421.00, 1943.06, 35), + ( 'inf', 6408.36, 37), + ], + 'monthly': [ + ( 317.00, 0.00, 0), + ( 1125.00, 0.00, 10), + ( 3606.00, 80.80, 12), + ( 7333.00, 378.52, 22), + ( 13710.00, 1198.46, 24), + ( 17325.00, 2728.94, 32), + ( 42842.00, 3885.74, 35), + ( 'inf', 12816.69, 37), + ], + 'quarterly': [ + ( 950.00, 0.00, 0), + ( 3375.00, 0.00, 10), + ( 10819.00, 242.50, 12), + ( 22000.00, 1135.78, 22), + ( 41131.00, 3595.60, 24), + ( 51975.00, 8187.04, 32), + ( 128525.00, 11657.12, 35), + ( 'inf', 38449.62, 37), + ], + 'semi-annually': [ + ( 1900.00, 0.00, 0), + ( 6750.00, 0.00, 10), + ( 21638.00, 485.00, 12), + ( 44000.00, 2271.56, 22), + ( 82263.00, 7191.20, 24), + ( 103950.00, 16374.32, 32), + ( 257050.00, 23314.16, 35), + ( 'inf', 76899.16, 37), + ], + 'annually': [ + ( 3800.00, 0.00, 0), + ( 13500.00, 0.00, 10), + ( 43275.00, 970.00, 12), + ( 88000.00, 4543.00, 22), + ( 164525.00, 14382.50, 24), + ( 207900.00, 32748.50, 32), + ( 514100.00, 46628.50, 35), + ( 'inf', 153798.50, 37), + ], + } + + + + + + + { + 'standard': [ + ( 0.00, 0.00, 0.00), + ( 3800.00, 0.00, 0.10), + ( 13675.00, 987.50, 0.12), + ( 43925.00, 4617.50, 0.22), + ( 89325.00, 14605.50, 0.24), + ( 167100.00, 33271.50, 0.32), + ( 211150.00, 47367.50, 0.35), + ( 522200.00, 156235.00, 0.37), + ], + 'higher': [ + ( 0.00, 0.00, 0.00), + ( 6200.00, 0.00, 0.10), + ( 11138.00, 493.75, 0.12), + ( 26263.00, 2308.75, 0.22), + ( 48963.00, 7302.75, 0.24), + ( 87850.00, 16635.75, 0.32), + ( 109875.00, 23683.75, 0.35), + ( 265400.00, 78117.50, 0.37), + ], + } + + + + + + + Federal 941 FIT Table Married + fed_941_fit_table_married + + + + + + { + 'weekly': [ + ( 227.00, 0.00, 0), + ( 600.00, 0.00, 10), + ( 1745.00, 37.30, 12), + ( 3465.00, 174.70, 22), + ( 6409.00, 553.10, 24), + ( 8077.00, 1259.66, 32), + ( 12003.00, 1793.42, 35), + ( 'inf', 3167.52, 37), + ], + 'bi-weekly': [ + ( 454.00, 0.00, 0), + ( 1200.00, 0.00, 10), + ( 3490.00, 74.60, 12), + ( 6931.00, 349.40, 22), + ( 12817.00, 1106.42, 24), + ( 16154.00, 2519.06, 32), + ( 24006.00, 3586.90, 35), + ( 'inf', 6335.10, 37), + ], + 'semi-monthly': [ + ( 492.00, 0.00, 0), + ( 1300.00, 0.00, 10), + ( 3781.00, 80.80, 12), + ( 7508.00, 378.52, 22), + ( 13885.00, 1198.46, 24), + ( 17500.00, 2728.94, 32), + ( 26006.00, 3885.74, 35), + ( 'inf', 6862.84, 37), + ], + 'monthly': [ + ( 983.00, 0.00, 0), + ( 2600.00, 0.00, 10), + ( 7563.00, 161.70, 12), + ( 15017.00, 757.26, 22), + ( 27771.00, 2397.14, 24), + ( 35000.00, 5458.10, 32), + ( 52013.00, 7771.38, 35), + ( 'inf', 13725.93, 37), + ], + 'quarterly': [ + ( 2950.00, 0.00, 0), + ( 7800.00, 0.00, 10), + ( 22688.00, 485.00, 12), + ( 45050.00, 2271.56, 22), + ( 83313.00, 7191.20, 24), + ( 105000.00, 16374.32, 32), + ( 156038.00, 23314.16, 35), + ( 'inf', 41177.46, 37), + ], + 'semi-annually': [ + ( 5900.00, 0.00, 0), + ( 15600.00, 0.00, 10), + ( 45375.00, 970.00, 12), + ( 90100.00, 4543.00, 22), + ( 166625.00, 14382.50, 24), + ( 210000.00, 32748.50, 32), + ( 312075.00, 46628.50, 35), + ( 'inf', 82354.75, 37), + ], + 'annually': [ + ( 11800.00, 0.00, 0), + ( 31200.00, 0.00, 10), + ( 90750.00, 1940.00, 12), + ( 180200.00, 9086.00, 22), + ( 333250.00, 28765.00, 24), + ( 420000.00, 65497.00, 32), + ( 624150.00, 93257.00, 35), + ( 'inf', 164709.50, 37), + ], + } + + + + + + { + 'weekly': [ + ( 227.00, 0.00, 0), + ( 600.00, 0.00, 10), + ( 1745.00, 37.30, 12), + ( 3465.00, 174.70, 22), + ( 6409.00, 553.10, 24), + ( 8077.00, 1259.66, 32), + ( 12003.00, 1793.42, 35), + ( 'inf', 3167.52, 37), + ], + 'bi-weekly': [ + ( 454.00, 0.00, 0), + ( 1200.00, 0.00, 10), + ( 3490.00, 74.60, 12), + ( 6931.00, 349.40, 22), + ( 12817.00, 1106.42, 24), + ( 16154.00, 2519.06, 32), + ( 24006.00, 3586.90, 35), + ( 'inf', 6335.10, 37), + ], + 'semi-monthly': [ + ( 492.00, 0.00, 0), + ( 1300.00, 0.00, 10), + ( 3781.00, 80.80, 12), + ( 7508.00, 378.52, 22), + ( 13885.00, 1198.46, 24), + ( 17500.00, 2728.94, 32), + ( 26006.00, 3885.74, 35), + ( 'inf', 6862.84, 37), + ], + 'monthly': [ + ( 983.00, 0.00, 0), + ( 2600.00, 0.00, 10), + ( 7563.00, 161.70, 12), + ( 15017.00, 757.26, 22), + ( 27771.00, 2397.14, 24), + ( 35000.00, 5458.10, 32), + ( 52013.00, 7771.38, 35), + ( 'inf', 13725.93, 37), + ], + 'quarterly': [ + ( 2950.00, 0.00, 0), + ( 7800.00, 0.00, 10), + ( 22688.00, 485.00, 12), + ( 45050.00, 2271.56, 22), + ( 83313.00, 7191.20, 24), + ( 105000.00, 16374.32, 32), + ( 156038.00, 23314.16, 35), + ( 'inf', 41177.46, 37), + ], + 'semi-annually': [ + ( 5900.00, 0.00, 0), + ( 15600.00, 0.00, 10), + ( 45375.00, 970.00, 12), + ( 90100.00, 4543.00, 22), + ( 166625.00, 14382.50, 24), + ( 210000.00, 32748.50, 32), + ( 312075.00, 46628.50, 35), + ( 'inf', 82354.75, 37), + ], + 'annually': [ + ( 11800.00, 0.00, 0), + ( 31200.00, 0.00, 10), + ( 90750.00, 1940.00, 12), + ( 180200.00, 9086.00, 22), + ( 333250.00, 28765.00, 24), + ( 420000.00, 65497.00, 32), + ( 624150.00, 93257.00, 35), + ( 'inf', 164709.50, 37), + ], + } + + + + + + + { + 'standard': [ + ( 0.00, 0.00, 0.00), + ( 11900.00, 0.00, 0.10), + ( 31650.00, 1975.00, 0.12), + ( 92150.00, 9235.00, 0.22), + ( 182950.00, 29211.00, 0.24), + ( 338500.00, 66543.00, 0.32), + ( 426600.00, 94735.00, 0.35), + ( 633950.00, 167307.50, 0.37), + ], + 'higher': [ + ( 0.00, 0.00, 0.00), + ( 12400.00, 0.00, 0.10), + ( 22275.00, 987.50, 0.12), + ( 52525.00, 4617.50, 0.22), + ( 97925.00, 14605.50, 0.24), + ( 175700.00, 33271.50, 0.32), + ( 219750.00, 47367.50, 0.35), + ( 323425.00, 83653.75, 0.37), + ], + } + + + + + + Federal 941 FIT Table Head of Household + fed_941_fit_table_hh + + + + + + { + 'standard': [ + ( 0.00, 0.00, 0.00), + ( 10050.00, 0.00, 0.10), + ( 24150.00, 1410.00, 0.12), + ( 63750.00, 6162.00, 0.22), + ( 95550.00, 13158.00, 0.24), + ( 173350.00, 31830.00, 0.32), + ( 217400.00, 45926.00, 0.35), + ( 528450.00, 154793.50, 0.37), + ], + 'higher': [ + ( 0.00, 0.00, 0.00), + ( 9325.00, 0.00, 0.10), + ( 16375.00, 705.00, 0.12), + ( 36175.00, 3081.00, 0.22), + ( 52075.00, 6579.00, 0.24), + ( 90975.00, 15915.00, 0.32), + ( 113000.00, 22963.00, 0.35), + ( 268525.00, 77396.75, 0.37), + ], + } + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/data/federal/fed_941_fit_rules.xml b/l10n_us_hr_payroll/data/federal/fed_941_fit_rules.xml new file mode 100644 index 00000000..a7751adf --- /dev/null +++ b/l10n_us_hr_payroll/data/federal/fed_941_fit_rules.xml @@ -0,0 +1,29 @@ + + + + + WAGE: Federal 941 Income Tax Exempt + WAGE_US_941_FIT_EXEMPT + + + + EE: Federal 941 Income Tax Withholding + EE_US_941_FIT + + + + + + + + EE: US Federal Income Tax Withholding + EE_US_941_FIT + python + result, _ = ee_us_941_fit(payslip, categories, worked_days, inputs) + code + result, result_rate = ee_us_941_fit(payslip, categories, worked_days, inputs) + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/data/integration_rules.xml b/l10n_us_hr_payroll/data/integration_rules.xml new file mode 100644 index 00000000..9991a3aa --- /dev/null +++ b/l10n_us_hr_payroll/data/integration_rules.xml @@ -0,0 +1,29 @@ + + + + + python + result = inputs.COMMISSION.amount > 0.0 if inputs.COMMISSION else False + code + result = inputs.COMMISSION.amount if inputs.COMMISSION else 0 + BASIC_COM + + Commissions + + + + + + + python + result = inputs.BADGES.amount > 0.0 if inputs.BADGES else False + code + result = inputs.BADGES.amount if inputs.BADGES else 0 + BASIC_BADGES + + Badges + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/models/__init__.py b/l10n_us_hr_payroll/models/__init__.py new file mode 100644 index 00000000..c6d607ff --- /dev/null +++ b/l10n_us_hr_payroll/models/__init__.py @@ -0,0 +1,5 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from . import hr_contract +from . import hr_payslip +from . import us_payroll_config diff --git a/l10n_us_hr_payroll/models/federal/__init__.py b/l10n_us_hr_payroll/models/federal/__init__.py new file mode 100644 index 00000000..0358305d --- /dev/null +++ b/l10n_us_hr_payroll/models/federal/__init__.py @@ -0,0 +1 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. diff --git a/l10n_us_hr_payroll/models/federal/fed_940.py b/l10n_us_hr_payroll/models/federal/fed_940.py new file mode 100644 index 00000000..1cf042c7 --- /dev/null +++ b/l10n_us_hr_payroll/models/federal/fed_940.py @@ -0,0 +1,37 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +def er_us_940_futa(payslip, categories, worked_days, inputs): + """ + Returns FUTA eligible wage and rate. + WAGE = GROSS - WAGE_US_940_FUTA_EXEMPT + :return: result, result_rate (wage, percent) + """ + + # Determine Rate. + if payslip.contract_id.futa_type == payslip.contract_id.FUTA_TYPE_EXEMPT: + # Exit early + return 0.0, 0.0 + elif payslip.contract_id.futa_type == payslip.contract_id.FUTA_TYPE_BASIC: + result_rate = -payslip.rule_parameter('fed_940_futa_rate_basic') + else: + result_rate = -payslip.rule_parameter('fed_940_futa_rate_normal') + + # Determine Wage + year = payslip.dict.get_year() + ytd_wage = payslip.sum_category('GROSS', str(year) + '-01-01', str(year+1) + '-01-01') + ytd_wage -= payslip.sum_category('WAGE_US_940_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + ytd_wage += payslip.contract_id.external_wages + + wage_base = payslip.rule_parameter('fed_940_futa_wage_base') + remaining = wage_base - ytd_wage + + wage = categories.GROSS - categories.WAGE_US_940_FUTA_EXEMPT + + if remaining < 0.0: + result = 0.0 + elif remaining < wage: + result = remaining + else: + result = wage + + return result, result_rate diff --git a/l10n_us_hr_payroll/models/federal/fed_941.py b/l10n_us_hr_payroll/models/federal/fed_941.py new file mode 100644 index 00000000..e6288f88 --- /dev/null +++ b/l10n_us_hr_payroll/models/federal/fed_941.py @@ -0,0 +1,239 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +# import logging +# _logger = logging.getLogger(__name__) + + +def ee_us_941_fica_ss(payslip, categories, worked_days, inputs): + """ + Returns FICA Social Security eligible wage and rate. + WAGE = GROSS - WAGE_US_941_FICA_EXEMPT + :return: result, result_rate (wage, percent) + """ + exempt = payslip.contract_id.us_payroll_config_value('fed_941_fica_exempt') + if exempt: + return 0.0, 0.0 + + # Determine Rate. + result_rate = -payslip.rule_parameter('fed_941_fica_ss_rate') + + # Determine Wage + year = payslip.dict.get_year() + ytd_wage = payslip.sum_category('GROSS', str(year) + '-01-01', str(year+1) + '-01-01') + ytd_wage -= payslip.sum_category('WAGE_US_941_FICA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + ytd_wage += payslip.contract_id.external_wages + + wage_base = payslip.rule_parameter('fed_941_fica_ss_wage_base') + remaining = wage_base - ytd_wage + + wage = categories.GROSS - categories.WAGE_US_941_FICA_EXEMPT + + if remaining < 0.0: + result = 0.0 + elif remaining < wage: + result = remaining + else: + result = wage + + return result, result_rate + + +er_us_941_fica_ss = ee_us_941_fica_ss + + +def ee_us_941_fica_m(payslip, categories, worked_days, inputs): + """ + Returns FICA Medicare eligible wage and rate. + WAGE = GROSS - WAGE_US_941_FICA_EXEMPT + :return: result, result_rate (wage, percent) + """ + exempt = payslip.contract_id.us_payroll_config_value('fed_941_fica_exempt') + if exempt: + return 0.0, 0.0 + + # Determine Rate. + result_rate = -payslip.rule_parameter('fed_941_fica_m_rate') + + # Determine Wage + year = payslip.dict.get_year() + ytd_wage = payslip.sum_category('GROSS', str(year) + '-01-01', str(year+1) + '-01-01') + ytd_wage -= payslip.sum_category('WAGE_US_941_FICA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + ytd_wage += payslip.contract_id.external_wages + + wage_base = float(payslip.rule_parameter('fed_941_fica_m_wage_base')) # inf + remaining = wage_base - ytd_wage + + wage = categories.GROSS - categories.WAGE_US_941_FICA_EXEMPT + + if remaining < 0.0: + result = 0.0 + elif remaining < wage: + result = remaining + else: + result = wage + + return result, result_rate + + +er_us_941_fica_m = ee_us_941_fica_m + + +def ee_us_941_fica_m_add(payslip, categories, worked_days, inputs): + """ + Returns FICA Medicare Additional eligible wage and rate. + Note that this wage is not capped like the above rules. + WAGE = GROSS - WAGE_FICA_EXEMPT + :return: result, result_rate (wage, percent) + """ + exempt = payslip.contract_id.us_payroll_config_value('fed_941_fica_exempt') + if exempt: + return 0.0, 0.0 + + # Determine Rate. + result_rate = -payslip.rule_parameter('fed_941_fica_m_add_rate') + + # Determine Wage + year = payslip.dict.get_year() + ytd_wage = payslip.sum_category('GROSS', str(year) + '-01-01', str(year+1) + '-01-01') + ytd_wage -= payslip.sum_category('WAGE_US_941_FICA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + ytd_wage += payslip.contract_id.external_wages + + wage_start = payslip.rule_parameter('fed_941_fica_m_add_wage_start') + existing_wage = ytd_wage - wage_start + + wage = categories.GROSS - categories.WAGE_US_941_FICA_EXEMPT + + if existing_wage >= 0.0: + result = wage + elif wage + existing_wage > 0.0: + result = wage + existing_wage + else: + result = 0.0 + + return result, result_rate + + +# Federal Income Tax +def ee_us_941_fit(payslip, categories, worked_days, inputs): + """ + Returns Wage and rate that is computed given the amount to withhold. + WAGE = GROSS - WAGE_US_941_FIT_EXEMPT + :return: result, result_rate (wage, percent) + """ + filing_status = payslip.contract_id.us_payroll_config_value('fed_941_fit_w4_filing_status') + if not filing_status: + return 0.0, 0.0 + + schedule_pay = payslip.contract_id.schedule_pay + wage = categories.GROSS - categories.WAGE_US_941_FIT_EXEMPT + #_logger.warn('initial gross wage: ' + str(wage)) + year = payslip.dict.get_year() + if year >= 2020: + # Large changes in Federal Income Tax in 2020 and the W4 + # We will assume that your W4 is the 2020 version + # Steps are from IRS Publication 15-T + # + # Step 1 + working_wage = wage + is_nra = payslip.contract_id.us_payroll_config_value('fed_941_fit_w4_is_nonresident_alien') + if is_nra: + nra_table = payslip.rule_parameter('fed_941_fit_nra_additional') + working_wage += nra_table.get(schedule_pay, 0.0) + #_logger.warn(' is_nrm after wage: ' + str(working_wage)) + + pay_periods = payslip.dict.get_pay_periods_in_year() + wage_annual = pay_periods * working_wage + #_logger.warn('annual wage: ' + str(wage_annual)) + wage_annual += payslip.contract_id.us_payroll_config_value('fed_941_fit_w4_other_income') + #_logger.warn(' after other income: ' + str(wage_annual)) + + deductions = payslip.contract_id.us_payroll_config_value('fed_941_fit_w4_deductions') + #_logger.warn('deductions from W4: ' + str(deductions)) + + higher_rate_type = payslip.contract_id.us_payroll_config_value('fed_941_fit_w4_multiple_jobs_higher') + if not higher_rate_type: + deductions += 12900.0 if filing_status == 'married' else 8600.0 + #_logger.warn(' deductions after standard deduction: ' + str(deductions)) + + adjusted_wage_annual = wage_annual - deductions + if adjusted_wage_annual < 0.0: + adjusted_wage_annual = 0.0 + #_logger.warn('adusted annual wage: ' + str(adjusted_wage_annual)) + + # Step 2 + if filing_status == 'single': + tax_tables = payslip.rule_parameter('fed_941_fit_table_single') + elif filing_status == 'married': + tax_tables = payslip.rule_parameter('fed_941_fit_table_married') + else: + # married_as_single for historic reasons + tax_tables = payslip.rule_parameter('fed_941_fit_table_hh') + + if higher_rate_type: + tax_table = tax_tables['higher'] + else: + tax_table = tax_tables['standard'] + + selected_row = None + for row in tax_table: + if row[0] <= adjusted_wage_annual: + selected_row = row + else: + # First row where wage is higher than adjusted_wage_annual + break + + wage_threshold, base_withholding_amount, marginal_rate = selected_row + #_logger.warn(' selected row: ' + str(selected_row)) + working_wage = adjusted_wage_annual - wage_threshold + tentative_withholding_amount = (working_wage * marginal_rate) + base_withholding_amount + tentative_withholding_amount = tentative_withholding_amount / pay_periods + #_logger.warn('tenative withholding amount: ' + str(tentative_withholding_amount)) + + # Step 3 + dependent_credit = payslip.contract_id.us_payroll_config_value('fed_941_fit_w4_dependent_credit') + dependent_credit = dependent_credit / pay_periods + #_logger.warn('dependent credit (per period): ' + str(dependent_credit)) + tentative_withholding_amount -= dependent_credit + if tentative_withholding_amount < 0.0: + tentative_withholding_amount = 0.0 + + # Step 4 + withholding_amount = tentative_withholding_amount + payslip.contract_id.us_payroll_config_value('fed_941_fit_w4_additional_withholding') + #_logger.warn('final withholding amount: ' + str(withholding_amount)) + # Ideally we would set the 'taxable wage' as the result and compute the percentage tax. + # This is off by 1 penny across our tests, but I feel like it is worth it for the added reporting. + # - Jared Kipe 2019 during Odoo 13.0 rewrite. + # + # return -withholding_amount, 100.0 + return wage, -(withholding_amount / wage * 100.0) + else: + working_wage = wage + is_nra = payslip.contract_id.us_payroll_config_value('fed_941_fit_w4_is_nonresident_alien') + if is_nra: + nra_table = payslip.rule_parameter('fed_941_fit_nra_additional') + working_wage += nra_table[schedule_pay] + + allowance_table = payslip.rule_parameter('fed_941_fit_allowance') + allowances = payslip.contract_id.us_payroll_config_value('fed_941_fit_w4_allowances') + working_wage -= allowance_table[schedule_pay] * allowances + tax = 0.0 + last_limit = 0.0 + if filing_status == 'married': + tax_table = payslip.rule_parameter('fed_941_fit_table_married') + else: + tax_table = payslip.rule_parameter('fed_941_fit_table_single') + for row in tax_table[schedule_pay]: + limit, base, percent = row + limit = float(limit) # 'inf' + if working_wage <= limit: + tax = base + ((working_wage - last_limit) * (percent / 100.0)) + break + last_limit = limit + + tax += payslip.contract_id.us_payroll_config_value('fed_941_fit_w4_additional_withholding') + # Ideally we would set the 'taxable wage' as the result and compute the percentage tax. + # This is off by 1 penny across our tests, but I feel like it is worth it for the added reporting. + # - Jared Kipe 2019 during Odoo 13.0 rewrite. + # + # return -tax, 100.0 + return wage, -(tax / wage * 100.0) diff --git a/l10n_us_hr_payroll/models/hr_contract.py b/l10n_us_hr_payroll/models/hr_contract.py new file mode 100644 index 00000000..46bc42b7 --- /dev/null +++ b/l10n_us_hr_payroll/models/hr_contract.py @@ -0,0 +1,28 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from odoo import api, fields, models +from .us_payroll_config import FUTA_TYPE_NORMAL, \ + FUTA_TYPE_BASIC, \ + FUTA_TYPE_EXEMPT + + +class HrPayrollStructure(models.Model): + _inherit = 'hr.payroll.structure' + schedule_pay = fields.Selection(selection_add=[('semi-monthly', 'Semi-monthly')]) + + +class USHRContract(models.Model): + _inherit = 'hr.contract' + + FUTA_TYPE_NORMAL = FUTA_TYPE_NORMAL + FUTA_TYPE_BASIC = FUTA_TYPE_BASIC + FUTA_TYPE_EXEMPT = FUTA_TYPE_EXEMPT + + us_payroll_config_id = fields.Many2one('hr.contract.us_payroll_config', 'Payroll Forms') + external_wages = fields.Float(string='External Existing Wages') + + # Simplified fields for easier rules, state code will exempt based on contract's futa_type + futa_type = fields.Selection(related='us_payroll_config_id.fed_940_type') + + def us_payroll_config_value(self, name): + return self.us_payroll_config_id[name] diff --git a/l10n_us_hr_payroll/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py new file mode 100644 index 00000000..92a1e0fd --- /dev/null +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -0,0 +1,48 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from odoo import api, fields, models + +from .federal.fed_940 import er_us_940_futa +from .federal.fed_941 import ee_us_941_fica_ss, \ + ee_us_941_fica_m, \ + ee_us_941_fica_m_add,\ + er_us_941_fica_ss, \ + er_us_941_fica_m, \ + ee_us_941_fit + + +class HRPayslip(models.Model): + _inherit = 'hr.payslip' + + # From IRS Publication 15-T or logically (annually, bi-monthly) + PAY_PERIODS_IN_YEAR = { + 'annually': 1, + 'semi-annually': 2, + 'quarterly': 4, + 'bi-monthly': 6, + 'monthly': 12, + 'semi-monthly': 24, + 'bi-weekly': 26, + 'weekly': 52, + 'daily': 260, + } + + def _get_base_local_dict(self): + res = super()._get_base_local_dict() + res.update({ + 'er_us_940_futa': er_us_940_futa, + 'ee_us_941_fica_ss': ee_us_941_fica_ss, + 'ee_us_941_fica_m': ee_us_941_fica_m, + 'ee_us_941_fica_m_add': ee_us_941_fica_m_add, + 'er_us_941_fica_ss': er_us_941_fica_ss, + 'er_us_941_fica_m': er_us_941_fica_m, + 'ee_us_941_fit': ee_us_941_fit, + }) + return res + + def get_year(self): + # Helper method to get the year (normalized between Odoo Versions) + return self.date_to.year + + def get_pay_periods_in_year(self): + return self.PAY_PERIODS_IN_YEAR.get(self.contract_id.schedule_pay, 0) diff --git a/l10n_us_hr_payroll/models/us_payroll_config.py b/l10n_us_hr_payroll/models/us_payroll_config.py new file mode 100644 index 00000000..ed0e6d73 --- /dev/null +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -0,0 +1,45 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from odoo import api, fields, models + +FUTA_TYPE_EXEMPT = 'exempt' +FUTA_TYPE_BASIC = 'basic' +FUTA_TYPE_NORMAL = 'normal' + + +class HRContractUSPayrollConfig(models.Model): + _name = 'hr.contract.us_payroll_config' + _description = 'Contract US Payroll Forms' + + name = fields.Char(string="Description") + employee_id = fields.Many2one('hr.employee', string="Employee", required=True) + state_id = fields.Many2one('res.country.state', string="Applied State") + + fed_940_type = fields.Selection([ + (FUTA_TYPE_EXEMPT, 'Exempt (0%)'), + (FUTA_TYPE_NORMAL, 'Normal Net Rate (0.6%)'), + (FUTA_TYPE_BASIC, 'Basic Rate (6%)'), + ], string="Federal Unemployment Tax Type (FUTA)", default='normal') + + fed_941_fica_exempt = fields.Boolean(string='FICA Exempt', help="Exempt from Social Security and " + "Medicare e.g. F1 Student Visa") + + fed_941_fit_w4_filing_status = fields.Selection([ + ('', 'Exempt'), + ('single', 'Single or Married filing separately'), + ('married', 'Married filing jointly'), + ('married_as_single', 'Head of Household'), + ], string='Federal W4 Filing Status [1(c)]', default='single') + fed_941_fit_w4_allowances = fields.Integer(string='Federal W4 Allowances (before 2020)') + fed_941_fit_w4_is_nonresident_alien = fields.Boolean(string='Federal W4 Is Nonresident Alien') + fed_941_fit_w4_multiple_jobs_higher = fields.Boolean(string='Federal W4 Multiple Jobs Higher [2(c)]', + help='Form W4 (2020+) 2(c) Checkbox. ' + 'Uses Higher Withholding tables.') + fed_941_fit_w4_dependent_credit = fields.Float(string='Federal W4 Dependent Credit [3]', + help='Form W4 (2020+) Line 3') + fed_941_fit_w4_other_income = fields.Float(string='Federal W4 Other Income [4(a)]', + help='Form W4 (2020+) 4(a)') + fed_941_fit_w4_deductions = fields.Float(string='Federal W4 Deductions [4(b)]', + help='Form W4 (2020+) 4(b)') + fed_941_fit_w4_additional_withholding = fields.Float(string='Federal W4 Additional Withholding [4(c)]', + help='Form W4 (2020+) 4(c)') diff --git a/l10n_us_hr_payroll/security/ir.model.access.csv b/l10n_us_hr_payroll/security/ir.model.access.csv new file mode 100644 index 00000000..67a8fa2a --- /dev/null +++ b/l10n_us_hr_payroll/security/ir.model.access.csv @@ -0,0 +1,2 @@ +id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink +access_hr_contract_us_payroll_config,hr.contract.us_payroll_config,model_hr_contract_us_payroll_config,hr_payroll.group_hr_payroll_manager,1,1,1,1 diff --git a/l10n_us_hr_payroll/static/description/icon.png b/l10n_us_hr_payroll/static/description/icon.png new file mode 100644 index 00000000..2a58a381 Binary files /dev/null and b/l10n_us_hr_payroll/static/description/icon.png differ diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py new file mode 100755 index 00000000..23702419 --- /dev/null +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -0,0 +1,5 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from . import common +from . import test_us_payslip_2019 +from . import test_us_payslip_2020 diff --git a/l10n_us_hr_payroll/tests/common.py b/l10n_us_hr_payroll/tests/common.py new file mode 100755 index 00000000..fc84b0fe --- /dev/null +++ b/l10n_us_hr_payroll/tests/common.py @@ -0,0 +1,150 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from logging import getLogger +from sys import float_info as sys_float_info +from collections import defaultdict + +from odoo.tests import common +from odoo.tools.float_utils import float_round as odoo_float_round + + +def process_payslip(payslip): + try: + payslip.action_payslip_done() + except AttributeError: + # v9 + payslip.process_sheet() + + +class TestUsPayslip(common.TransactionCase): + debug = False + _logger = getLogger(__name__) + + float_info = sys_float_info + + def float_round(self, value, digits): + return odoo_float_round(value, digits) + + _payroll_digits = -1 + + @property + def payroll_digits(self): + if self._payroll_digits == -1: + self._payroll_digits = self.env['decimal.precision'].precision_get('Payroll') + return self._payroll_digits + + def _log(self, message): + if self.debug: + self._logger.warn(message) + + def _createEmployee(self): + return self.env['hr.employee'].create({ + 'birthday': '1985-03-14', + 'country_id': self.ref('base.us'), + 'department_id': self.ref('hr.dep_rd'), + 'gender': 'male', + 'name': 'Jared' + }) + + def _createContract(self, employee, **kwargs): + if not 'schedule_pay' in kwargs: + kwargs['schedule_pay'] = 'monthly' + schedule_pay = kwargs['schedule_pay'] + config_model = self.env['hr.contract.us_payroll_config'] + contract_model = self.env['hr.contract'] + config_values = { + 'name': 'Test Config Values', + 'employee_id': employee.id, + } + contract_values = { + 'name': 'Test Contract', + 'employee_id': employee.id, + } + + for key, val in kwargs.items(): + # Assume any Odoo object is in a Many2one + if hasattr(val, 'id'): + val = val.id + found = False + if hasattr(contract_model, key): + contract_values[key] = val + found = True + if hasattr(config_model, key): + config_values[key] = val + found = True + if not found: + self._logger.warn('cannot locate attribute names "%s" on contract or payroll config' % (key, )) + + # US Payroll Config Defaults Should be set on the Model + config = config_model.create(config_values) + contract_values['us_payroll_config_id'] = config.id + + # Some Basic Defaults + if not contract_values.get('state'): + contract_values['state'] = 'open' # Running + if not contract_values.get('structure_type_id'): + contract_values['structure_type_id'] = self.ref('l10n_us_hr_payroll.structure_type_employee') + if not contract_values.get('date_start'): + contract_values['date_start'] = '2016-01-01' + if not contract_values.get('date_end'): + contract_values['date_end'] = '2030-12-31' + if not contract_values.get('resource_calendar_id'): + contract_values['resource_calendar_id'] = self.ref('resource.resource_calendar_std') + + # Compatibility with earlier Odoo versions + if not contract_values.get('journal_id') and hasattr(contract_model, 'journal_id'): + try: + contract_values['journal_id'] = self.env['account.journal'].search([('type', '=', 'general')], limit=1).id + except KeyError: + # Accounting not installed + pass + + contract = contract_model.create(contract_values) + + # Compatibility with Odoo 13 + contract.structure_type_id.default_struct_id.schedule_pay = schedule_pay + return contract + + def _createPayslip(self, employee, date_from, date_to): + slip = self.env['hr.payslip'].create({ + 'name': 'Test %s From: %s To: %s' % (employee.name, date_from, date_to), + 'employee_id': employee.id, + 'date_from': date_from, + 'date_to': date_to + }) + slip._onchange_employee() + return slip + + def _getCategories(self, payslip): + categories = defaultdict(float) + for line in payslip.line_ids: + self._log(' line code: ' + str(line.code) + + ' category code: ' + line.category_id.code + + ' total: ' + str(line.total) + + ' rate: ' + str(line.rate) + + ' amount: ' + str(line.amount)) + category_id = line.category_id + category_code = line.category_id.code + while category_code: + categories[category_code] += line.total + category_id = category_id.parent_id + category_code = category_id.code + return categories + + def _getRules(self, payslip): + rules = defaultdict(float) + for line in payslip.line_ids: + rules[line.code] += line.total + return rules + + def assertPayrollEqual(self, first, second): + self.assertAlmostEqual(first, second, self.payroll_digits) + + def test_semi_monthly(self): + salary = 80000.0 + employee = self._createEmployee() + # so the schedule_pay is now on the Structure... + contract = self._createContract(employee, wage=salary, schedule_pay='semi-monthly') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-14') + + payslip.compute_sheet() diff --git a/l10n_us_hr_payroll/tests/test_us_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_payslip_2019.py new file mode 100644 index 00000000..db6004e9 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_payslip_2019.py @@ -0,0 +1,338 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip, process_payslip + +from odoo.addons.l10n_us_hr_payroll.models.hr_contract import USHRContract + +from sys import float_info + + +class TestUsPayslip2019(TestUsPayslip): + # FUTA Constants + FUTA_RATE_NORMAL = 0.6 + FUTA_RATE_BASIC = 6.0 + FUTA_RATE_EXEMPT = 0.0 + + # Wage caps + FICA_SS_MAX_WAGE = 132900.0 + FICA_M_MAX_WAGE = float_info.max + FICA_M_ADD_START_WAGE = 200000.0 + FUTA_MAX_WAGE = 7000.0 + + # Rates + FICA_SS = 6.2 / -100.0 + FICA_M = 1.45 / -100.0 + FUTA = FUTA_RATE_NORMAL / -100.0 + FICA_M_ADD = 0.9 / -100.0 + + ### + # 2019 Taxes and Rates + ### + + def test_2019_taxes(self): + self.debug = False + # salary is high so that second payslip runs over max + # social security salary + salary = 80000.0 + + employee = self._createEmployee() + + contract = self._createContract(employee, wage=salary) + self._log(contract.read()) + + self._log('2018 tax last slip') + payslip = self._createPayslip(employee, '2018-12-01', '2018-12-31') + payslip.compute_sheet() + self._log(payslip.read()) + process_payslip(payslip) + + # Ensure amounts are there, they shouldn't be added in the next year... + cats = self._getCategories(payslip) + self.assertTrue(cats['ER_US_940_FUTA'], self.FUTA_MAX_WAGE * self.FUTA) + + self._log('2019 tax first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + + cats = self._getCategories(payslip) + rules = self._getRules(payslip) + # Employee + self.assertPayrollEqual(rules['EE_US_941_FICA_SS'], cats['BASIC'] * self.FICA_SS) + self.assertPayrollEqual(rules['EE_US_941_FICA_M'], cats['BASIC'] * self.FICA_M) + self.assertPayrollEqual(rules['EE_US_941_FICA_M_ADD'], 0.0) + # Employer + self.assertPayrollEqual(rules['ER_US_941_FICA_SS'], rules['EE_US_941_FICA_SS']) + self.assertPayrollEqual(rules['ER_US_941_FICA_M'], rules['EE_US_941_FICA_M']) + self.assertTrue(cats['ER_US_940_FUTA'], self.FUTA_MAX_WAGE * self.FUTA) + + process_payslip(payslip) + + # Make a new payslip, this one will have reached Medicare Additional (employee only) + remaining_ss_wages = self.FICA_SS_MAX_WAGE - salary if (self.FICA_SS_MAX_WAGE - 2 * salary < salary) else salary + remaining_m_wages = self.FICA_M_MAX_WAGE - salary if (self.FICA_M_MAX_WAGE - 2 * salary < salary) else salary + + self._log('2019 tax second payslip:') + payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + rules = self._getRules(payslip) + + self.assertPayrollEqual(rules['EE_US_941_FICA_SS'], remaining_ss_wages * self.FICA_SS) + self.assertPayrollEqual(rules['EE_US_941_FICA_M'], remaining_m_wages * self.FICA_M) + self.assertPayrollEqual(rules['EE_US_941_FICA_M_ADD'], 0.0) + self.assertPayrollEqual(cats['ER_US_940_FUTA'], 0.0) + + process_payslip(payslip) + + # Make a new payslip, this one will have reached Medicare Additional (employee only) + self._log('2019 tax third payslip:') + payslip = self._createPayslip(employee, '2019-03-01', '2019-03-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + rules = self._getRules(payslip) + + self.assertPayrollEqual(rules['EE_US_941_FICA_M_ADD'], (self.FICA_M_ADD_START_WAGE - (salary * 2)) * self.FICA_M_ADD) # aka 40k + + process_payslip(payslip) + + # Make a new payslip, this one will have all salary as Medicare Additional + + self._log('2019 tax fourth payslip:') + payslip = self._createPayslip(employee, '2019-04-01', '2019-04-30') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + rules = self._getRules(payslip) + + self.assertPayrollEqual(rules['EE_US_941_FICA_M_ADD'], salary * self.FICA_M_ADD) + + process_payslip(payslip) + + def test_2019_fed_income_withholding_single(self): + self.debug = False + + salary = 6000.00 + schedule_pay = 'monthly' + w4_allowances = 3 + w4_allowance_amt = 350.00 * w4_allowances + adjusted_salary = salary - w4_allowance_amt # should be 4962.60, but would work over a wide value for the rate + ### + # Single MONTHLY form Publication 15 + expected_withholding = self.float_round(-(378.52 + ((adjusted_salary - 3606) * 0.22)), self.payroll_digits) + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + schedule_pay=schedule_pay, + fed_941_fit_w4_filing_status='single', + fed_941_fit_w4_allowances=w4_allowances + ) + + self._log('2019 fed income single payslip: adjusted_salary: ' + str(adjusted_salary)) + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + self.assertPayrollEqual(cats['EE_US_941_FIT'], expected_withholding) + + def test_2019_fed_income_withholding_married_as_single(self): + salary = 500.00 + schedule_pay = 'weekly' + w4_allowances = 1 + w4_allowance_amt = 80.80 * w4_allowances + adjusted_salary = salary - w4_allowance_amt # should be 420.50, but would work over a wide value for the rate + ### + expected_withholding = self.float_round(-(18.70 + ((adjusted_salary - 260) * 0.12)), self.payroll_digits) + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + schedule_pay=schedule_pay, + fed_941_fit_w4_filing_status='married_as_single', + fed_941_fit_w4_allowances=w4_allowances, + ) + + self._log('2019 fed income married_as_single payslip: adjusted_salary: ' + str(adjusted_salary)) + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + self.assertPayrollEqual(cats['EE_US_941_FIT'], expected_withholding) + + def test_2019_fed_income_withholding_married(self): + salary = 14000.00 + schedule_pay = 'bi-weekly' + w4_allowances = 2 + w4_allowance_amt = 161.50 * w4_allowances + adjusted_salary = salary - w4_allowance_amt # should be 13680.80, but would work over a wide value for the rate + ### + # Single MONTHLY form Publication 15 + expected_withholding = self.float_round(-(2519.06 + ((adjusted_salary - 12817) * 0.32)), self.payroll_digits) + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + schedule_pay=schedule_pay, + fed_941_fit_w4_filing_status='married', + fed_941_fit_w4_allowances=w4_allowances + ) + + self._log('2019 fed income married payslip: adjusted_salary: ' + str(adjusted_salary)) + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + # This is off by 1 penny given our new reporting of adjusted wage * computed percentage + #self.assertPayrollEqual(cats['EE_US_941_FIT'], expected_withholding) + self.assertTrue(abs(cats['EE_US_941_FIT'] - expected_withholding) < 0.011) + + def test_2019_taxes_with_external(self): + # social security salary + salary = self.FICA_M_ADD_START_WAGE + external_wages = 6000.0 + + employee = self._createEmployee() + + self._createContract(employee, wage=salary, external_wages=external_wages) + + self._log('2019 tax first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + + cats = self._getCategories(payslip) + rules = self._getRules(payslip) + self.assertPayrollEqual(rules['EE_US_941_FICA_SS'], (self.FICA_SS_MAX_WAGE - external_wages) * self.FICA_SS) + self.assertPayrollEqual(rules['EE_US_941_FICA_M'], salary * self.FICA_M) + self.assertPayrollEqual(rules['EE_US_941_FICA_M_ADD'], external_wages * self.FICA_M_ADD) + self.assertPayrollEqual(rules['ER_US_941_FICA_SS'], rules['EE_US_941_FICA_SS']) + self.assertPayrollEqual(rules['ER_US_941_FICA_M'], rules['EE_US_941_FICA_M']) + self.assertPayrollEqual(cats['ER_US_940_FUTA'], (self.FUTA_MAX_WAGE - external_wages) * self.FUTA) + + def test_2019_taxes_with_full_futa(self): + futa_rate = self.FUTA_RATE_BASIC / -100.0 + # social security salary + salary = self.FICA_M_ADD_START_WAGE + + employee = self._createEmployee() + + self._createContract(employee, wage=salary, fed_940_type=USHRContract.FUTA_TYPE_BASIC) + + self._log('2019 tax first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + rules = self._getRules(payslip) + self.assertPayrollEqual(rules['EE_US_941_FICA_SS'], self.FICA_SS_MAX_WAGE * self.FICA_SS) + self.assertPayrollEqual(rules['EE_US_941_FICA_M'], salary * self.FICA_M) + self.assertPayrollEqual(rules['EE_US_941_FICA_M_ADD'], 0.0 * self.FICA_M_ADD) + self.assertPayrollEqual(rules['ER_US_941_FICA_SS'], rules['EE_US_941_FICA_SS']) + self.assertPayrollEqual(rules['ER_US_941_FICA_M'], rules['EE_US_941_FICA_M']) + self.assertPayrollEqual(cats['ER_US_940_FUTA'], self.FUTA_MAX_WAGE * futa_rate) + + def test_2019_taxes_with_futa_exempt(self): + futa_rate = self.FUTA_RATE_EXEMPT / -100.0 # because of exemption + + # social security salary + salary = self.FICA_M_ADD_START_WAGE + employee = self._createEmployee() + self._createContract(employee, wage=salary, fed_940_type=USHRContract.FUTA_TYPE_EXEMPT) + self._log('2019 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_940_FUTA'], 0.0) + + def test_2019_fed_income_withholding_nonresident_alien(self): + salary = 3500.00 + schedule_pay = 'quarterly' + w4_allowances = 1 + w4_allowance_amt = 1050.0 * w4_allowances + nra_adjustment = 2000.0 # for quarterly + adjusted_salary = salary - w4_allowance_amt + nra_adjustment # 4450 + + ### + # Single QUARTERLY form Publication 15 + expected_withholding = self.float_round(-(242.50 + ((adjusted_salary - 3375) * 0.12)), self.payroll_digits) + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + schedule_pay=schedule_pay, + fed_941_fit_w4_allowances=w4_allowances, + fed_941_fit_w4_is_nonresident_alien=True, + ) + + self._log('2019 fed income single payslip nonresident alien: adjusted_salary: ' + str(adjusted_salary)) + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + rules = self._getRules(payslip) + self.assertPayrollEqual(rules['EE_US_941_FIT'], expected_withholding) + + def test_2019_fed_income_additional_withholding(self): + salary = 50000.00 + schedule_pay = 'annually' + w4_additional_withholding = 5000.0 + w4_allowances = 2 + w4_allowance_amt = 4200.0 * w4_allowances + adjusted_salary = salary - w4_allowance_amt # 41700 + + ### + # Single ANNUAL form Publication 15 + expected_withholding = \ + self.float_round(-((1940.00 + ((adjusted_salary - 31200) * 0.12)) + w4_additional_withholding), + self.payroll_digits) + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + schedule_pay=schedule_pay, + fed_941_fit_w4_filing_status='married', + fed_941_fit_w4_allowances=w4_allowances, + fed_941_fit_w4_additional_withholding=w4_additional_withholding, + ) + + self._log('2019 fed income married payslip additional withholding: adjusted_salary: ' + str(adjusted_salary)) + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + + rules = self._getRules(payslip) + self.assertPayrollEqual(rules['EE_US_941_FIT'], expected_withholding) + + def test_2019_taxes_with_w4_exempt(self): + salary = 6000.0 + schedule_pay = 'bi-weekly' + w4_allowances = 0 + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + schedule_pay=schedule_pay, + fed_941_fit_w4_allowances=w4_allowances, + fed_941_fit_w4_filing_status='', + ) + + self._log('2019 tax w4 exempt payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + rules = self._getRules(payslip) + self.assertPayrollEqual(rules['EE_US_941_FIT'], 0.0) + + def test_2019_taxes_with_fica_exempt(self): + salary = 6000.0 + schedule_pay = 'bi-weekly' + employee = self._createEmployee() + contract = self._createContract(employee, wage=salary, schedule_pay=schedule_pay) + contract.us_payroll_config_id.fed_941_fica_exempt = True + + self._log('2019 tax w4 exempt payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + self.assertPayrollEqual(cats['EE_US_941_FICA'], 0.0) + self.assertPayrollEqual(cats['ER_US_941_FICA'], 0.0) diff --git a/l10n_us_hr_payroll/tests/test_us_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_payslip_2020.py new file mode 100644 index 00000000..c10a230b --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_payslip_2020.py @@ -0,0 +1,302 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip, process_payslip + +from odoo.addons.l10n_us_hr_payroll.models.hr_contract import USHRContract + +from sys import float_info + + +class TestUsPayslip2020(TestUsPayslip): + # FUTA Constants + FUTA_RATE_NORMAL = 0.6 + FUTA_RATE_BASIC = 6.0 + FUTA_RATE_EXEMPT = 0.0 + + # Wage caps + FICA_SS_MAX_WAGE = 137700.0 + FICA_M_MAX_WAGE = float_info.max + FICA_M_ADD_START_WAGE = 200000.0 + FUTA_MAX_WAGE = 7000.0 + + # Rates + FICA_SS = 6.2 / -100.0 + FICA_M = 1.45 / -100.0 + FUTA = FUTA_RATE_NORMAL / -100.0 + FICA_M_ADD = 0.9 / -100.0 + + ### + # 2020 Taxes and Rates + ### + + def test_2020_taxes(self): + self.debug = False + # salary is high so that second payslip runs over max + # social security salary + salary = 80000.0 + + employee = self._createEmployee() + + contract = self._createContract(employee, wage=salary) + self._log(contract.read()) + + self._log('2019 tax last slip') + payslip = self._createPayslip(employee, '2019-12-01', '2019-12-31') + payslip.compute_sheet() + self._log(payslip.read()) + process_payslip(payslip) + + # Ensure amounts are there, they shouldn't be added in the next year... + cats = self._getCategories(payslip) + self.assertTrue(cats['ER_US_940_FUTA'], self.FUTA_MAX_WAGE * self.FUTA) + + self._log('2020 tax first payslip:') + payslip = self._createPayslip(employee, '2020-01-01', '2020-01-31') + payslip.compute_sheet() + + cats = self._getCategories(payslip) + rules = self._getRules(payslip) + # Employee + self.assertPayrollEqual(rules['EE_US_941_FICA_SS'], cats['BASIC'] * self.FICA_SS) + self.assertPayrollEqual(rules['EE_US_941_FICA_M'], cats['BASIC'] * self.FICA_M) + self.assertPayrollEqual(rules['EE_US_941_FICA_M_ADD'], 0.0) + # Employer + self.assertPayrollEqual(rules['ER_US_941_FICA_SS'], rules['EE_US_941_FICA_SS']) + self.assertPayrollEqual(rules['ER_US_941_FICA_M'], rules['EE_US_941_FICA_M']) + self.assertTrue(cats['ER_US_940_FUTA'], self.FUTA_MAX_WAGE * self.FUTA) + + process_payslip(payslip) + + # Make a new payslip, this one will have reached Medicare Additional (employee only) + remaining_ss_wages = self.FICA_SS_MAX_WAGE - salary if (self.FICA_SS_MAX_WAGE - 2 * salary < salary) else salary + remaining_m_wages = self.FICA_M_MAX_WAGE - salary if (self.FICA_M_MAX_WAGE - 2 * salary < salary) else salary + + self._log('2020 tax second payslip:') + payslip = self._createPayslip(employee, '2020-02-01', '2020-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + rules = self._getRules(payslip) + + self.assertPayrollEqual(rules['EE_US_941_FICA_SS'], remaining_ss_wages * self.FICA_SS) + self.assertPayrollEqual(rules['EE_US_941_FICA_M'], remaining_m_wages * self.FICA_M) + self.assertPayrollEqual(rules['EE_US_941_FICA_M_ADD'], 0.0) + self.assertPayrollEqual(cats['ER_US_940_FUTA'], 0.0) + + process_payslip(payslip) + + # Make a new payslip, this one will have reached Medicare Additional (employee only) + self._log('2020 tax third payslip:') + payslip = self._createPayslip(employee, '2020-03-01', '2020-03-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + rules = self._getRules(payslip) + + self.assertPayrollEqual(rules['EE_US_941_FICA_M_ADD'], (self.FICA_M_ADD_START_WAGE - (salary * 2)) * self.FICA_M_ADD) # aka 40k + + process_payslip(payslip) + + # Make a new payslip, this one will have all salary as Medicare Additional + + self._log('2020 tax fourth payslip:') + payslip = self._createPayslip(employee, '2020-04-01', '2020-04-30') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + rules = self._getRules(payslip) + + self.assertPayrollEqual(rules['EE_US_941_FICA_M_ADD'], salary * self.FICA_M_ADD) + + process_payslip(payslip) + + def test_2020_taxes_with_external(self): + # social security salary + salary = self.FICA_M_ADD_START_WAGE + external_wages = 6000.0 + + employee = self._createEmployee() + + self._createContract(employee, wage=salary, external_wages=external_wages) + + self._log('2020 tax first payslip:') + payslip = self._createPayslip(employee, '2020-01-01', '2020-01-31') + payslip.compute_sheet() + + cats = self._getCategories(payslip) + rules = self._getRules(payslip) + self.assertPayrollEqual(rules['EE_US_941_FICA_SS'], (self.FICA_SS_MAX_WAGE - external_wages) * self.FICA_SS) + self.assertPayrollEqual(rules['EE_US_941_FICA_M'], salary * self.FICA_M) + self.assertPayrollEqual(rules['EE_US_941_FICA_M_ADD'], external_wages * self.FICA_M_ADD) + self.assertPayrollEqual(rules['ER_US_941_FICA_SS'], rules['EE_US_941_FICA_SS']) + self.assertPayrollEqual(rules['ER_US_941_FICA_M'], rules['EE_US_941_FICA_M']) + self.assertPayrollEqual(cats['ER_US_940_FUTA'], (self.FUTA_MAX_WAGE - external_wages) * self.FUTA) + + def test_2020_taxes_with_full_futa(self): + futa_rate = self.FUTA_RATE_BASIC / -100.0 + # social security salary + salary = self.FICA_M_ADD_START_WAGE + + employee = self._createEmployee() + + self._createContract(employee, wage=salary, fed_940_type=USHRContract.FUTA_TYPE_BASIC) + + self._log('2020 tax first payslip:') + payslip = self._createPayslip(employee, '2020-01-01', '2020-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + rules = self._getRules(payslip) + self.assertPayrollEqual(rules['EE_US_941_FICA_SS'], self.FICA_SS_MAX_WAGE * self.FICA_SS) + self.assertPayrollEqual(rules['EE_US_941_FICA_M'], salary * self.FICA_M) + self.assertPayrollEqual(rules['EE_US_941_FICA_M_ADD'], 0.0 * self.FICA_M_ADD) + self.assertPayrollEqual(rules['ER_US_941_FICA_SS'], rules['EE_US_941_FICA_SS']) + self.assertPayrollEqual(rules['ER_US_941_FICA_M'], rules['EE_US_941_FICA_M']) + self.assertPayrollEqual(cats['ER_US_940_FUTA'], self.FUTA_MAX_WAGE * futa_rate) + + def test_2020_taxes_with_futa_exempt(self): + futa_rate = self.FUTA_RATE_EXEMPT / -100.0 # because of exemption + + # social security salary + salary = self.FICA_M_ADD_START_WAGE + employee = self._createEmployee() + self._createContract(employee, wage=salary, fed_940_type=USHRContract.FUTA_TYPE_EXEMPT) + self._log('2020 tax first payslip:') + payslip = self._createPayslip(employee, '2020-01-01', '2020-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + self.assertPayrollEqual(cats['ER_US_940_FUTA'], 0.0) + + def test_2020_taxes_with_fica_exempt(self): + salary = 6000.0 + schedule_pay = 'bi-weekly' + employee = self._createEmployee() + contract = self._createContract(employee, wage=salary, schedule_pay=schedule_pay) + contract.us_payroll_config_id.fed_941_fica_exempt = True + + self._log('2020 tax w4 exempt payslip:') + payslip = self._createPayslip(employee, '2020-01-01', '2020-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + self.assertPayrollEqual(cats['EE_US_941_FICA'], 0.0) + self.assertPayrollEqual(cats['ER_US_941_FICA'], 0.0) + + """ + For Federal Income Tax Withholding, we are utilizing the calculations from the new IRS Excel calculator. + Given that you CAN round, we will round to compare even though we will calculate as close to the penny as possible + with the wage * computed_percent method. + """ + + def _run_test_fit(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, + expected_standard=0.0, + expected_higher=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, + ) + payslip = self._createPayslip(employee, '2020-01-01', '2020-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + self.assertPayrollEqual(round(cats.get('EE_US_941_FIT', 0.0)), -expected_standard) + + contract.us_payroll_config_id.fed_941_fit_w4_multiple_jobs_higher = True + payslip.compute_sheet() + cats = self._getCategories(payslip) + self.assertPayrollEqual(round(cats.get('EE_US_941_FIT', 0.0)), -expected_higher) + return payslip + + def test_2020_fed_income_withholding_single(self): + _ = self._run_test_fit( + wage=6000.0, + schedule_pay='monthly', + filing_status='single', + dependent_credit=100.0, + other_income=200.0, + deductions=300.0, + additional_withholding=400.0, + is_nonresident_alien=False, + expected_standard=1132.0, + expected_higher=1459.0, + ) + + def test_2020_fed_income_withholding_married_as_single(self): + # This is "Head of Household" though the field name is the same for historical reasons. + _ = self._run_test_fit( + wage=500.0, + schedule_pay='weekly', + filing_status='married_as_single', + dependent_credit=20.0, + other_income=30.0, + deductions=40.0, + additional_withholding=10.0, + is_nonresident_alien=False, + expected_standard=24.0, + expected_higher=45.0, + ) + + def test_2020_fed_income_withholding_married(self): + _ = self._run_test_fit( + wage=14000.00, + schedule_pay='bi-weekly', + filing_status='married', + dependent_credit=2500.0, + other_income=1200.0, + deductions=1000.0, + additional_withholding=0.0, + is_nonresident_alien=False, + expected_standard=2621.0, + expected_higher=3702.0, + ) + + def test_2020_fed_income_withholding_nonresident_alien(self): + # Monthly NRA additional wage is 1033.30 + # Wage input on IRS Form entered as (3500+1033.30)=4533.30, not 3500.0 + _ = self._run_test_fit( + wage=3500.00, + schedule_pay='monthly', + filing_status='married', + dependent_credit=340.0, + other_income=0.0, + deductions=0.0, + additional_withholding=0.0, + is_nonresident_alien=True, + expected_standard=235.0, + expected_higher=391.0, + ) + + def test_2020_taxes_with_w4_exempt(self): + _ = self._run_test_fit( + wage=3500.00, + schedule_pay='monthly', + filing_status='', # Exempt + dependent_credit=340.0, + other_income=0.0, + deductions=0.0, + additional_withholding=0.0, + is_nonresident_alien=True, + expected_standard=0.0, + expected_higher=0.0, + ) diff --git a/l10n_us_hr_payroll/views/hr_contract_views.xml b/l10n_us_hr_payroll/views/hr_contract_views.xml new file mode 100644 index 00000000..001b19cd --- /dev/null +++ b/l10n_us_hr_payroll/views/hr_contract_views.xml @@ -0,0 +1,19 @@ + + + + + hr.contract.form.inherit + hr.contract + + + + + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/views/us_payroll_config_views.xml b/l10n_us_hr_payroll/views/us_payroll_config_views.xml new file mode 100644 index 00000000..dfe0e301 --- /dev/null +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -0,0 +1,75 @@ + + + + hr.contract.us_payroll_config.tree + hr.contract.us_payroll_config + + + + + + + + + + + + + hr.contract.us_payroll_config.form + hr.contract.us_payroll_config + +
+ + + + + + + + +

Form 940 - Federal Unemployment

+ +

Form 941 / W4 - Federal Income Tax

+ + + + + + + + + + + + +
+ + + + + hr.contract.us_payroll_config.search + hr.contract.us_payroll_config + + + + + + + + + + + Employee Payroll Forms + hr.contract.us_payroll_config + tree,form + +

+ No Forms +

+ + + + +