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Jared Self
2021-01-21 09:42:07 -07:00
parent 080f6f05ae
commit 8ebf4c24cd
6 changed files with 448 additions and 715 deletions
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3
l10n_us_hr_payroll/data/federal/fed_940_futa_parameters.xml
View File

@@ -6,6 +6,7 @@
<field name="code">fed_940_futa_wage_base</field>
<field name="country_id" ref="base.us"/>
</record>
<!-- Unchanged in 2021 https://www.irs.gov/taxtopics/tc759 -->
<record id="rule_parameter_940_futa_wage_base_2016" model="hr.rule.parameter.value">
<field name="parameter_value">7000.00</field>
<field name="rule_parameter_id" ref="rule_parameter_940_futa_wage_base"/>
@@ -18,6 +19,7 @@
<field name="code">fed_940_futa_rate_basic</field>
<field name="country_id" ref="base.us"/>
</record>
<!-- Unchanged in 2021 https://www.irs.gov/taxtopics/tc759 -->
<record id="rule_parameter_940_futa_rate_basic_2016" model="hr.rule.parameter.value">
<field name="parameter_value">6.0</field>
<field name="rule_parameter_id" ref="rule_parameter_940_futa_rate_basic"/>
@@ -29,6 +31,7 @@
<field name="code">fed_940_futa_rate_normal</field>
<field name="country_id" ref="base.us"/>
</record>
<!-- Unchanged in 2021 https://www.irs.gov/taxtopics/tc759 -->
<record id="rule_parameter_940_futa_rate_normal_2016" model="hr.rule.parameter.value">
<field name="parameter_value">0.6</field>
<field name="rule_parameter_id" ref="rule_parameter_940_futa_rate_normal"/>

11
l10n_us_hr_payroll/data/federal/fed_941_fica_parameters.xml
View File

@@ -22,6 +22,12 @@
<field name="rule_parameter_id" ref="rule_parameter_941_fica_ss_wage_base"/>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
<!-- https://www.ssa.gov/oact/cola/cbb.html -->
<record id="rule_parameter_941_fica_ss_wage_base_2021" model="hr.rule.parameter.value">
<field name="parameter_value">142800.0</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fica_ss_wage_base"/>
<field name="date_from" eval="datetime(2021, 1, 1).date()"/>
</record>
<!-- Rate -->
<record id="rule_parameter_941_fica_ss_rate" model="hr.rule.parameter">
@@ -29,6 +35,7 @@
<field name="code">fed_941_fica_ss_rate</field>
<field name="country_id" ref="base.us"/>
</record>
<!-- Unchanged in 2021 https://www.ssa.gov/oact/cola/cbb.html -->
<record id="rule_parameter_941_fica_ss_rate_2016" model="hr.rule.parameter.value">
<field name="parameter_value">6.2</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fica_ss_rate"/>
@@ -42,6 +49,7 @@
<field name="code">fed_941_fica_m_wage_base</field>
<field name="country_id" ref="base.us"/>
</record>
<!-- Unchanged in 2021 https://www.irs.gov/taxtopics/tc751 -->
<record id="rule_parameter_941_fica_m_wage_base_2016" model="hr.rule.parameter.value">
<field name="parameter_value">"inf"</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fica_m_wage_base"/>
@@ -54,6 +62,7 @@
<field name="code">fed_941_fica_m_rate</field>
<field name="country_id" ref="base.us"/>
</record>
<!-- Unchanged in 2021 https://www.irs.gov/taxtopics/tc751 -->
<record id="rule_parameter_941_fica_m_rate_2016" model="hr.rule.parameter.value">
<field name="parameter_value">1.45</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fica_m_rate"/>
@@ -67,6 +76,7 @@
<field name="code">fed_941_fica_m_add_wage_start</field>
<field name="country_id" ref="base.us"/>
</record>
<!-- Unchanged in 2021 https://www.irs.gov/taxtopics/tc751 -->
<record id="rule_parameter_941_fica_m_add_wage_start_2016" model="hr.rule.parameter.value">
<field name="parameter_value">200000.0</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fica_m_add_wage_start"/>
@@ -79,6 +89,7 @@
<field name="code">fed_941_fica_m_add_rate</field>
<field name="country_id" ref="base.us"/>
</record>
<!-- Unchanged in 2021 https://www.irs.gov/taxtopics/tc751 -->
<record id="rule_parameter_941_fica_m_add_rate_2016" model="hr.rule.parameter.value">
<field name="parameter_value">0.9</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fica_m_add_rate"/>

448
l10n_us_hr_payroll/data/federal/fed_941_fit_parameters.xml
View File

@@ -7,20 +7,6 @@
<field name="code">fed_941_fit_allowance</field>
<field name="country_id" ref="base.us"/>
</record>
<record id="rule_parameter_941_fit_allowance_2018" model="hr.rule.parameter.value">
<!-- Bogus 2018 -->
<field name="parameter_value">{
'weekly': 80.80,
'bi-weekly': 161.50,
'semi-monthly': 175.00,
'monthly': 350.00,
'quarterly': 1050.00,
'semi-annually': 2100.00,
'annually': 4200.00,
}</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fit_allowance"/>
<field name="date_from" eval="datetime(2018, 1, 1).date()"/>
</record>
<record id="rule_parameter_941_fit_allowance_2019" model="hr.rule.parameter.value">
<field name="parameter_value">{
'weekly': 80.80,
@@ -36,6 +22,7 @@
</record>
<record id="rule_parameter_941_fit_allowance_2020" model="hr.rule.parameter.value">
<!-- Warning, major change to allowance in 2020 -->
<!-- unchanged in 2021 https://www.irs.gov/pub/irs-pdf/p15t.pdf -->
<field name="parameter_value">4300.0</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fit_allowance"/>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
@@ -46,33 +33,6 @@
<field name="code">fed_941_fit_nra_additional</field>
<field name="country_id" ref="base.us"/>
</record>
<record id="rule_parameter_941_fit_nra_additional_2018" model="hr.rule.parameter.value">
<!-- Bogus from 2018 -->
<field name="parameter_value">{
'weekly': 153.80,
'bi-weekly': 307.70,
'semi-monthly': 333.30,
'monthly': 666.70,
'quarterly': 2000.00,
'semi-annually': 4000.00,
'annually': 8000.00,
}</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fit_nra_additional"/>
<field name="date_from" eval="datetime(2018, 1, 1).date()"/>
</record>
<record id="rule_parameter_941_fit_nra_additional_2019" model="hr.rule.parameter.value">
<field name="parameter_value">{
'weekly': 153.80,
'bi-weekly': 307.70,
'semi-monthly': 333.30,
'monthly': 666.70,
'quarterly': 2000.00,
'semi-annually': 4000.00,
'annually': 8000.00,
}</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fit_nra_additional"/>
<field name="date_from" eval="datetime(2019, 1, 1).date()"/>
</record>
<record id="rule_parameter_941_fit_nra_additional_2020" model="hr.rule.parameter.value">
<field name="parameter_value">{
'weekly': 238.50,
@@ -86,6 +46,19 @@
<field name="rule_parameter_id" ref="rule_parameter_941_fit_nra_additional"/>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
<record id="rule_parameter_941_fit_nra_additional_2021" model="hr.rule.parameter.value">
<field name="parameter_value">{
'weekly': 241.30,
'bi-weekly': 482.70,
'semi-monthly': 522.90,
'monthly': 1045.80,
'quarterly': 3137.50,
'semi-annually': 6275.00,
'annually': 12550.00,
}</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fit_nra_additional"/>
<field name="date_from" eval="datetime(2021, 1, 1).date()"/>
</record>
<!-- Single and Married Single Rate -->
<record id="rule_parameter_941_fit_table_single" model="hr.rule.parameter">
@@ -93,161 +66,7 @@
<field name="code">fed_941_fit_table_single</field>
<field name="country_id" ref="base.us"/>
</record>
<record id="rule_parameter_941_fit_table_single_2018" model="hr.rule.parameter.value">
<!-- Bogus 2018 -->
<!-- But-not-over, $, % -->
<field name="parameter_value">{
'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),
],
}</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fit_table_single"/>
<field name="date_from" eval="datetime(2018, 1, 1).date()"/>
</record>
<record id="rule_parameter_941_fit_table_single_2019" model="hr.rule.parameter.value">
<!-- But-not-over, $, % -->
<field name="parameter_value">{
'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),
],
}</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fit_table_single"/>
<field name="date_from" eval="datetime(2019, 1, 1).date()"/>
</record>
<!-- page 6 of 15T Standard is left column and higher is right column-->
<record id="rule_parameter_941_fit_table_single_2020" model="hr.rule.parameter.value">
<!-- Major changes in 2020 -->
<!-- Wage Threshold, Base Withholding Amount, Marginal Rate Over Threshold -->
@@ -276,6 +95,33 @@
<field name="rule_parameter_id" ref="rule_parameter_941_fit_table_single"/>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
<record id="rule_parameter_941_fit_table_single_2021" model="hr.rule.parameter.value">
<!-- Wage Threshold, Base Withholding Amount, Marginal Rate Over Threshold -->
<field name="parameter_value">{
'standard': [
( 0.00, 0.00, 0.00),
( 3950.00, 0.00, 0.10),
( 13900.00, 995.00, 0.12),
( 44475.00, 4664.00, 0.22),
( 90325.00, 14751.00, 0.24),
( 168875.00, 33603.00, 0.32),
( 213375.00, 47843.00, 0.35),
( 527550.00, 157804.25, 0.37),
],
'higher': [
( 0.00, 0.00, 0.00),
( 6275.00, 0.00, 0.10),
( 11250.00, 497.50, 0.12),
( 26538.00, 2332.00, 0.22),
( 49463.00, 7375.50, 0.24),
( 88738.00, 16801.50, 0.32),
( 110988.00, 23921.50, 0.35),
( 268075.00, 78902.13, 0.37),
],
}</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fit_table_single"/>
<field name="date_from" eval="datetime(2021, 1, 1).date()"/>
</record>
<!-- Married -->
<record id="rule_parameter_941_fit_table_married" model="hr.rule.parameter">
@@ -283,161 +129,6 @@
<field name="code">fed_941_fit_table_married</field>
<field name="country_id" ref="base.us"/>
</record>
<record id="rule_parameter_941_fit_table_married_2018" model="hr.rule.parameter.value">
<!-- Bogus 2018 -->
<!-- But-not-over, $, % -->
<field name="parameter_value">{
'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),
],
}</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fit_table_married"/>
<field name="date_from" eval="datetime(2018, 1, 1).date()"/>
</record>
<record id="rule_parameter_941_fit_table_married_2019" model="hr.rule.parameter.value">
<!-- But-not-over, $, % -->
<field name="parameter_value">{
'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),
],
}</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fit_table_married"/>
<field name="date_from" eval="datetime(2019, 1, 1).date()"/>
</record>
<record id="rule_parameter_941_fit_table_married_2020" model="hr.rule.parameter.value">
<!-- Major changes in 2020 -->
<!-- Wage Threshold, Base Withholding Amount, Marginal Rate Over Threshold -->
@@ -466,6 +157,33 @@
<field name="rule_parameter_id" ref="rule_parameter_941_fit_table_married"/>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
<record id="rule_parameter_941_fit_table_married_2021" model="hr.rule.parameter.value">
<!-- Wage Threshold, Base Withholding Amount, Marginal Rate Over Threshold -->
<field name="parameter_value">{
'standard': [
( 0.00, 0.00, 0.00),
( 12200.00, 0.00, 0.10),
( 32100.00, 1990.00, 0.12),
( 93250.00, 9328.00, 0.22),
( 184950.00, 29502.00, 0.24),
( 342050.00, 67206.00, 0.32),
( 431050.00, 95686.00, 0.35),
( 640500.00, 168993.50, 0.37),
],
'higher': [
( 0.00, 0.00, 0.00),
( 12550.00, 0.00, 0.10),
( 22500.00, 995.00, 0.12),
( 53075.00, 4664.00, 0.22),
( 98925.00, 14751.00, 0.24),
( 177475.00, 33603.00, 0.32),
( 221975.00, 47843.00, 0.35),
( 326700.00, 84496.75, 0.37),
],
}</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fit_table_married"/>
<field name="date_from" eval="datetime(2021, 1, 1).date()"/>
</record>
<record id="rule_parameter_941_fit_table_hh" model="hr.rule.parameter">
<field name="name">Federal 941 FIT Table Head of Household</field>
@@ -500,5 +218,33 @@
<field name="rule_parameter_id" ref="rule_parameter_941_fit_table_hh"/>
<field name="date_from" eval="datetime(2020, 1, 1).date()"/>
</record>
<record id="rule_parameter_941_fit_table_hh_2021" model="hr.rule.parameter.value">
<!-- Major changes in 2020 -->
<!-- Wage Threshold, Base Withholding Amount, Marginal Rate Over Threshold -->
<field name="parameter_value">{
'standard': [
( 0.00, 0.00, 0.00),
( 10200.00, 0.00, 0.10),
( 24400.00, 1420.00, 0.12),
( 64400.00, 6220.00, 0.22),
( 96550.00, 13293.00, 0.24),
( 175100.00, 32145.00, 0.32),
( 219600.00, 46385.00, 0.35),
( 533800.00, 156355.50, 0.37),
],
'higher': [
( 0.00, 0.00, 0.00),
( 9400.00, 0.00, 0.10),
( 16500.00, 710.00, 0.12),
( 36500.00, 3110.00, 0.22),
( 52575.00, 6646.50, 0.24),
( 91950.00, 16072.50, 0.32),
( 114100.00, 23192.50, 0.35),
( 271200.00, 78177.50, 0.37),
],
}</field>
<field name="rule_parameter_id" ref="rule_parameter_941_fit_table_hh"/>
<field name="date_from" eval="datetime(2021, 1, 1).date()"/>
</record>
</odoo>

69
l10n_us_hr_payroll/tests/__init__.py
View File

@@ -4,41 +4,42 @@ from . import common
from . import test_special
from . import test_us_payslip_2019
from . import test_us_payslip_2020
from . import test_us_payslip_2021
from . import test_us_ak_alaska_payslip_2019
from . import test_us_ak_alaska_payslip_2020
from . import test_us_ak_alaska_payslip_2021
from . import test_us_al_alabama_payslip_2019
from . import test_us_al_alabama_payslip_2020
from . import test_us_al_alabama_payslip_2021
from . import test_us_ar_arkansas_payslip_2019
from . import test_us_ar_arkansas_payslip_2020
from . import test_us_ar_arkansas_payslip_2021
from . import test_us_az_arizona_payslip_2019
from . import test_us_az_arizona_payslip_2020
from . import test_us_az_arizona_payslip_2021
from . import test_us_ca_california_payslip_2019
from . import test_us_ca_california_payslip_2020
from . import test_us_ca_california_payslip_2021
from . import test_us_co_colorado_payslip_2020
from . import test_us_co_colorado_payslip_2021
from . import test_us_ct_connecticut_payslip_2019
from . import test_us_ct_connecticut_payslip_2020
from . import test_us_ct_connecticut_payslip_2021
from . import test_us_de_delaware_payslip_2020
from . import test_us_de_delaware_payslip_2021
from . import test_us_fl_florida_payslip_2019
from . import test_us_fl_florida_payslip_2020
from . import test_us_fl_florida_payslip_2021
from . import test_us_ga_georgia_payslip_2019
from . import test_us_ga_georgia_payslip_2020
from . import test_us_ga_georgia_payslip_2021
from . import test_us_hi_hawaii_payslip_2019
from . import test_us_hi_hawaii_payslip_2020
from . import test_us_hi_hawaii_payslip_2021
from . import test_us_ia_iowa_payslip_2020
from . import test_us_ia_iowa_payslip_2021
@@ -46,87 +47,103 @@ from . import test_us_ia_iowa_payslip_2021
from . import test_us_id_idaho_payslip_2019
from . import test_us_id_idaho_payslip_2020
from . import test_us_il_illinois_payslip_2019
from . import test_us_il_illinois_payslip_2020
from . import test_us_il_illinois_payslip_2021
from . import test_us_in_indiana_payslip_2020
from . import test_us_in_indiana_payslip_2021
from . import test_us_ky_kentucky_payslip_2020
from . import test_us_ky_kentucky_payslip_2021
from . import test_us_ks_kansas_payslip_2020
from . import test_us_ks_kansas_payslip_2021
from . import test_us_la_louisiana_payslip_2019
from . import test_us_la_louisiana_payslip_2020
from . import test_us_la_louisiana_payslip_2021
from . import test_us_me_maine_payslip_2020
from . import test_us_me_maine_payslip_2021
from . import test_us_mi_michigan_payslip_2019
from . import test_us_mi_michigan_payslip_2020
from . import test_us_mi_michigan_payslip_2021
from . import test_us_mn_minnesota_payslip_2019
from . import test_us_mn_minnesota_payslip_2020
from . import test_us_mn_minnesota_payslip_2021
from . import test_us_mo_missouri_payslip_2019
from . import test_us_mo_missouri_payslip_2020
from . import test_us_mo_missouri_payslip_2021
from . import test_us_ms_mississippi_payslip_2019
from . import test_us_ms_mississippi_payslip_2020
from . import test_us_ms_mississippi_payslip_2021
from . import test_us_mt_montana_payslip_2019
from . import test_us_mt_montana_payslip_2020
from . import test_us_mt_montana_payslip_2021
from . import test_us_nc_northcarolina_payslip_2019
from . import test_us_nc_northcarolina_payslip_2020
from . import test_us_nc_northcarolina_payslip_2021
from . import test_us_nd_north_dakota_payslip_2020
from . import test_us_nd_north_dakota_payslip_2021
from . import test_us_ne_nebraska_payslip_2020
from . import test_us_ne_nebraska_payslip_2021
from . import test_us_nh_new_hampshire_payslip_2020
from . import test_us_nh_new_hampshire_payslip_2021
from . import test_us_nj_newjersey_payslip_2019
from . import test_us_nj_newjersey_payslip_2020
from . import test_us_nj_newjersey_payslip_2021
from . import test_us_nm_new_mexico_payslip_2020
from . import test_us_nm_new_mexico_payslip_2021
from . import test_us_nv_nevada_payslip_2020
from . import test_us_nv_nevada_payslip_2021
from . import test_us_ny_new_york_payslip_2019
from . import test_us_ny_new_york_payslip_2020
from . import test_us_ny_new_york_payslip_2021
from . import test_us_oh_ohio_payslip_2019
from . import test_us_oh_ohio_payslip_2020
from . import test_us_oh_ohio_payslip_2021
from . import test_us_ok_oklahoma_payslip_2020
from . import test_us_ok_oklahoma_payslip_2021
from . import test_us_pa_pennsylvania_payslip_2019
from . import test_us_pa_pennsylvania_payslip_2020
from . import test_us_pa_pennsylvania_payslip_2021
from . import test_us_ri_rhode_island_payslip_2020
from . import test_us_ri_rhode_island_payslip_2021
from . import test_us_sc_south_carolina_payslip_2019
from . import test_us_sc_south_carolina_payslip_2020
from . import test_us_sc_south_carolina_payslip_2021
from . import test_us_sd_south_dakota_payslip_2020
from . import test_us_sd_south_dakota_payslip_2021
from . import test_us_tn_tennessee_payslip_2020
from . import test_us_tn_tennessee_payslip_2021
from . import test_us_tx_texas_payslip_2019
from . import test_us_tx_texas_payslip_2020
from . import test_us_us_utah_payslip_2020
from . import test_us_us_utah_payslip_2021
from . import test_us_vt_vermont_payslip_2020
from . import test_us_vt_vermont_payslip_2021
from . import test_us_va_virginia_payslip_2019
from . import test_us_va_virginia_payslip_2020
from . import test_us_va_virginia_payslip_2021
from . import test_us_wa_washington_payslip_2019
from . import test_us_wa_washington_payslip_2020
from . import test_us_wa_washington_payslip_2021
from . import test_us_wv_west_virginia_payslip_2020
from . import test_us_wi_wisconsin_payslip_2020
from . import test_us_wi_wisconsin_payslip_2021
from . import test_us_wy_wyoming_payslip_2019
from . import test_us_wy_wyoming_payslip_2020
from . import test_us_wy_wyoming_payslip_2021

338
l10n_us_hr_payroll/tests/test_us_payslip_2019.py
View File

@@ -1,338 +0,0 @@
# 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)

294
l10n_us_hr_payroll/tests/test_us_payslip_2021.py Normal file
View File

@@ -0,0 +1,294 @@
# 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 TestUsPayslip2021(TestUsPayslip):
# FUTA Constants
FUTA_RATE_NORMAL = 0.6
FUTA_RATE_BASIC = 6.0
FUTA_RATE_EXEMPT = 0.0
# Wage caps
FICA_SS_MAX_WAGE = 142800.0
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
###
# 2021 Taxes and Rates
###
def test_2021_taxes(self):
# 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('2020 tax last slip')
payslip = self._createPayslip(employee, '2020-12-01', '2020-12-31')
self.assertEqual(payslip.contract_id, contract)
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'], ' Value should be well above whatever was available that year!')
self._log('2021 tax first payslip:')
payslip = self._createPayslip(employee, '2021-01-01', '2021-01-31')
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('2021 tax second payslip:')
payslip = self._createPayslip(employee, '2021-02-01', '2021-02-28')
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('2021 tax third payslip:')
payslip = self._createPayslip(employee, '2021-03-01', '2021-03-31')
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('2021 tax fourth payslip:')
payslip = self._createPayslip(employee, '2021-04-01', '2021-04-30')
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_2021_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('2021 tax first payslip:')
payslip = self._createPayslip(employee, '2021-01-01', '2021-01-31')
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_2021_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('2021 tax first payslip:')
payslip = self._createPayslip(employee, '2021-01-01', '2021-01-31')
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_2021_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('2021 tax first payslip:')
payslip = self._createPayslip(employee, '2021-01-01', '2021-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['ER_US_940_FUTA'], 0.0)
def test_2021_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('2021 tax w4 exempt payslip:')
payslip = self._createPayslip(employee, '2021-01-01', '2021-01-31')
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, '2021-01-01', '2021-01-31')
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_2021_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=1125.0,
expected_higher=1455.0,
)
def test_2021_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=23.0,
expected_higher=45.0,
)
def test_2021_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=2603.0,
expected_higher=3687.0,
)
def test_2021_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=233.0,
expected_higher=387.0,
)
def test_2021_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,
)