[IMP] l10n_us_hr_payroll: For Vermont 13.0

2025-01-20 12:37:31 +02:00 · 2020-05-20 17:11:18 -04:00
parent e868c703fc
commit 92df007ad0
8 changed files with 223 additions and 0 deletions
--- a/l10n_us_hr_payroll/manifest.py
+++ b/l10n_us_hr_payroll/manifest.py
@@ -62,6 +62,7 @@ United States of America - Payroll Rules.
        'data/state/pa_pennsylvania.xml',
        'data/state/sc_south_carolina.xml',
        'data/state/tx_texas.xml',
+        'data/state/vt_vermont.xml',
        'data/state/va_virginia.xml',
        'data/state/wa_washington.xml',
        'data/state/wy_wyoming.xml',
--- a/l10n_us_hr_payroll/data/state/vt_vermont.xml
+++ b/l10n_us_hr_payroll/data/state/vt_vermont.xml
@@ -0,0 +1,121 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <!-- Wage Base -->
+    <record id="rule_parameter_us_vt_suta_wage_base" model="hr.rule.parameter">
+        <field name="name">US VT Vermont SUTA Wage Base</field>
+        <field name="code">us_vt_suta_wage_base</field>
+        <field name="country_id" ref="base.us"/>
+    </record>
+    <data noupdate="1">
+        <record id="rule_parameter_us_vt_suta_wage_base_2020" model="hr.rule.parameter.value">
+            <field name="parameter_value">16000.0</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_vt_suta_wage_base"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <!-- Rate -->
+    <record id="rule_parameter_us_vt_suta_rate" model="hr.rule.parameter">
+        <field name="name">US VT Vermont SUTA Rate</field>
+        <field name="code">us_vt_suta_rate</field>
+        <field name="country_id" ref="base.us"/>
+    </record>
+    <data noupdate="1">
+        <record id="rule_parameter_us_vt_suta_rate_2020" model="hr.rule.parameter.value">
+            <field name="parameter_value">1.0</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_vt_suta_rate"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <record id="rule_parameter_us_vt_sit_allowances_rate" model="hr.rule.parameter">
+        <field name="name">US VT Vermont Allowances Rate</field>
+        <field name="code">us_vt_sit_allowances_rate</field>
+        <field name="country_id" ref="base.us"/>
+    </record>
+    <data noupdate="1">
+        <record id="rule_parameter_us_vt_sit_allowances_rate_2020" model="hr.rule.parameter.value">
+            <field name="parameter_value">{
+                'weekly' :         83.65,
+                'bi-weekly' :     167.31,
+                'semi-monthly':   181.25,
+                'monthly' :       362.50,
+                'quarterly' :    1087.50,
+                'annually':      4350.00,
+            }</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_vt_sit_allowances_rate"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <record id="rule_parameter_us_vt_sit_tax_rate" model="hr.rule.parameter">
+        <field name="name">US VT Vermont SIT Tax Rate</field>
+        <field name="code">us_vt_sit_tax_rate</field>
+        <field name="country_id" ref="base.us"/>
+    </record>
+    <data noupdate="1">
+        <record id="rule_parameter_us_vt_sit_tax_rate_2020" model="hr.rule.parameter.value">
+            <field name="parameter_value">{
+                'single': {
+                    'weekly': ((60, 0.00, 0.00), (836, 0.00, 3.35), (1941, 26.00, 6.60), (3983, 98.93, 7.60), ('inf', 254.12, 8.75)),
+                    'bi-weekly': ((120, 0.00, 0.00), (1672, 0.00, 3.35), (3882, 51.99, 6.60), (7966, 197.85, 7.60), ('inf', 508.24, 8.75)),
+                    'semi-monthly': ((130, 0.00, 0.00), (1811, 0.00, 3.35), (4205, 56.31, 6.60), (8630, 214.32, 7.60), ('inf', 550.62, 8.75)),
+                    'monthly': ((260, 0.00, 0.00), (3623, 0.00, 3.35), (8410, 112.66, 6.60), (17260, 428.60, 7.60), ('inf', 1101.20, 8.75)),
+                    'quarterly': ((781, 0.00, 0.00), (10869, 0.00, 3.35), (25231, 337.95, 6.60), (51781, 1285.84, 7.60), ('inf', 3303.64, 8.75)),
+                    'annually': ((3125, 0.00, 0.00), (43475, 0.00, 3.35), (100925, 1351.73, 6.60), (207125, 5143.43, 7.60), ('inf', 13214.63, 8.75)),
+                },
+                'married': {
+                    'weekly': ((180, 0.00, 0.00), (1477, 0.00, 3.35), (3315, 43.45, 6.60), (4956, 164.76, 7.60), ('inf', 289.47, 8.75)),
+                    'bi-weekly': ((361, 0.00, 0.00), (2955, 0.00, 3.35), (6630, 86.90, 6.60), (9913, 329.45, 7.60), ('inf', 578.96, 8.75)),
+                    'semi-monthly': ((391, 0.00, 0.00), (3201, 0.00, 3.35), (7182, 94.14, 6.60), (10739, 356.88, 7.60), ('inf', 627.21, 8.75)),
+                    'monthly': ((781, 0.00, 0.00), (6402, 0.00, 3.35), (14365, 188.30, 6.60), (21477, 713.86, 7.60), ('inf', 1254.37, 8.75)),
+                    'quarterly': ((2344, 0.00, 0.00), (19206, 0.00, 3.35), (43094, 564.88, 6.60), (64431, 2141.49, 7.60), ('inf', 3763.10, 8.75)),
+                    'annually': ((9375, 0.00, 0.00), (76825, 0.00, 3.35), (172375, 2259.58, 6.60), (257725, 8565.88, 7.60), ('inf', 15052.48, 8.75)),
+                },
+            }</field>
+            <field name="rule_parameter_id" ref="rule_parameter_us_vt_sit_tax_rate"/>
+            <field name="date_from" eval="datetime(2020, 1, 1).date()"/>
+        </record>
+    </data>
+
+    <!-- Partners and Contribution Registers -->
+    <record id="res_partner_us_vt_dor" model="res.partner">
+        <field name="name">US Vermont - Employment Security Commission - Unemployment Tax</field>
+    </record>
+
+    <record id="res_partner_us_vt_dor_sit" model="res.partner">
+        <field name="name">US Vermont - Tax Commission - Income Tax</field>
+    </record>
+
+    <!-- Categories -->
+
+    <!-- Rules -->
+    <record id="hr_payroll_rule_er_us_vt_suta" model="hr.salary.rule">
+        <field name="sequence" eval="450"/>
+        <field name="struct_id" ref="hr_payroll_structure"/>
+        <field name="category_id" ref="hr_payroll_category_er_us_suta"/>
+        <field name="name">ER: US VT Vermont State Unemployment</field>
+        <field name="code">ER_US_VT_SUTA</field>
+        <field name="condition_select">python</field>
+        <field name="condition_python">result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_vt_suta_wage_base', rate='us_vt_suta_rate', state_code='VT')</field>
+        <field name="amount_select">code</field>
+        <field name="amount_python_compute">result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_vt_suta_wage_base', rate='us_vt_suta_rate', state_code='VT')</field>
+        <field name="partner_id" ref="res_partner_us_vt_dor"/>
+        <field name="appears_on_payslip" eval="False"/>
+    </record>
+
+    <record id="hr_payroll_rule_ee_us_vt_sit" model="hr.salary.rule">
+        <field name="sequence" eval="195"/>
+        <field name="struct_id" ref="hr_payroll_structure"/>
+        <field name="category_id" ref="hr_payroll_category_ee_us_sit"/>
+        <field name="name">EE: US VT Vermont State Income Tax Withholding</field>
+        <field name="code">EE_US_VT_SIT</field>
+        <field name="condition_select">python</field>
+        <field name="condition_python">result, _ = vt_vermont_state_income_withholding(payslip, categories, worked_days, inputs)</field>
+        <field name="amount_select">code</field>
+        <field name="amount_python_compute">result, result_rate = vt_vermont_state_income_withholding(payslip, categories, worked_days, inputs)</field>
+        <field name="partner_id" ref="res_partner_us_vt_dor_sit"/>
+        <field name="appears_on_payslip" eval="True"/>
+    </record>
+
+</odoo>
--- a/l10n_us_hr_payroll/models/hr_payslip.py
+++ b/l10n_us_hr_payroll/models/hr_payslip.py
@@ -43,6 +43,7 @@ from .state.ny_new_york import ny_new_york_state_income_withholding
 from .state.oh_ohio import oh_ohio_state_income_withholding
 from .state.ok_oklahoma import ok_oklahoma_state_income_withholding
 from .state.sc_south_carolina import sc_south_carolina_state_income_withholding
+from .state.vt_vermont import vt_vermont_state_income_withholding
 from .state.va_virginia import va_virginia_state_income_withholding
 from .state.wa_washington import wa_washington_fml_er, \
                                 wa_washington_fml_ee
@@ -108,6 +109,7 @@ class HRPayslip(models.Model):
            'oh_ohio_state_income_withholding': oh_ohio_state_income_withholding,
            'ok_oklahoma_state_income_withholding': ok_oklahoma_state_income_withholding,
            'sc_south_carolina_state_income_withholding': sc_south_carolina_state_income_withholding,
+            'vt_vermont_state_income_withholding': vt_vermont_state_income_withholding,
            'va_virginia_state_income_withholding': va_virginia_state_income_withholding,
            'wa_washington_fml_er': wa_washington_fml_er,
            'wa_washington_fml_ee': wa_washington_fml_ee,
--- a/l10n_us_hr_payroll/models/state/vt_vermont.py
+++ b/l10n_us_hr_payroll/models/state/vt_vermont.py
@@ -0,0 +1,46 @@
+# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
+
+from .general import _state_applies, sit_wage
+
+
+def vt_vermont_state_income_withholding(payslip, categories, worked_days, inputs):
+    """
+    Returns SIT eligible wage and rate.
+
+    :return: result, result_rate (wage, percent)
+    """
+    state_code = 'VT'
+    if not _state_applies(payslip, state_code):
+        return 0.0, 0.0
+
+    # Determine Wage
+    wage = sit_wage(payslip, categories)
+    if not wage:
+        return 0.0, 0.0
+
+    if payslip.contract_id.us_payroll_config_value('state_income_tax_exempt'):
+        return 0.0, 0.0
+
+    filing_status = payslip.contract_id.us_payroll_config_value('vt_w4vt_sit_filing_status')
+    if not filing_status:
+        return 0.0, 0.0
+
+    schedule_pay = payslip.contract_id.schedule_pay
+    additional = payslip.contract_id.us_payroll_config_value('state_income_tax_additional_withholding')
+    allowances = payslip.contract_id.us_payroll_config_value('vt_w4vt_sit_allowances')
+    allowance_amt = payslip.rule_parameter('us_vt_sit_allowances_rate')[schedule_pay]
+    tax_table = payslip.rule_parameter('us_vt_sit_tax_rate')[filing_status].get(schedule_pay)
+
+    taxable_income = wage - (allowances * allowance_amt)
+    withholding = 0.0
+    last = 0.0
+    for row in tax_table:
+        amt, flat_fee, rate = row
+        if wage <= float(amt):
+            withholding = ((taxable_income - last) * (rate / 100)) + flat_fee
+            break
+        last = amt
+
+    withholding = max(withholding, 0.0)
+    withholding += additional
+    return wage, -((withholding / wage) * 100.0)
--- a/l10n_us_hr_payroll/models/us_payroll_config.py
+++ b/l10n_us_hr_payroll/models/us_payroll_config.py
@@ -244,6 +244,13 @@ class HRContractUSPayrollConfig(models.Model):
    ok_w4_sit_allowances = fields.Integer(string='Oklahoma OK-W-4 Allowances', help='OK-W-4 1.2.3.')
    sc_w4_sit_allowances = fields.Integer(string='South Carolina SC W-4 Allowances', help='SC W-4 5.')

+    vt_w4vt_sit_filing_status = fields.Selection([
+        ('single', 'Single'),
+        ('married', 'Married'),
+        ('head_household', 'Head of Household')
+    ], string='Vermont VT W-4VT Filing Status', help='VT W-4VT')
+    vt_w4vt_sit_allowances = fields.Integer(string='Vermont VT W-4VT Allowances', help='VT W-4VT 1.')
+
    va_va4_sit_exemptions = fields.Integer(string='Virginia VA-4(P) Personal Exemptions',
                                           help='VA-4(P) 1(a)')
    va_va4_sit_other_exemptions = fields.Integer(string='Virginia VA-4(P) Age & Blindness Exemptions',
--- a/l10n_us_hr_payroll/tests/init.py
+++ b/l10n_us_hr_payroll/tests/init.py
@@ -103,6 +103,8 @@ from . import test_us_sc_south_carolina_payslip_2020
 from . import test_us_tx_texas_payslip_2019
 from . import test_us_tx_texas_payslip_2020

+from . import test_us_vt_vermont_payslip_2020
+
 from . import test_us_va_virginia_payslip_2019
 from . import test_us_va_virginia_payslip_2020

--- a/l10n_us_hr_payroll/tests/test_us_vt_vermont_payslip_2020.py
+++ b/l10n_us_hr_payroll/tests/test_us_vt_vermont_payslip_2020.py
@@ -0,0 +1,37 @@
+# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
+
+from datetime import date, timedelta
+from .common import TestUsPayslip
+
+
+class TestUsVTPayslip(TestUsPayslip):
+    ###
+    #   2020 Taxes and Rates
+    ###
+    VT_UNEMP_MAX_WAGE = 16000.0
+    VT_UNEMP = 1.0
+    # Calculation based on example https://tax.vermont.gov/sites/tax/files/documents/WithholdingInstructions.pdf
+
+    def _test_sit(self, wage, filing_status, allowances, additional_withholding, exempt, schedule_pay,  date_start, expected_withholding):
+        employee = self._createEmployee()
+        contract = self._createContract(employee,
+                                        wage=wage,
+                                        state_id=self.get_us_state('VT'),
+                                        vt_w4vt_sit_filing_status=filing_status,
+                                        vt_w4vt_sit_allowances=allowances,
+                                        state_income_tax_additional_withholding=additional_withholding,
+                                        state_income_tax_exempt=exempt,
+                                        schedule_pay=schedule_pay)
+        payslip = self._createPayslip(employee, date_start, date_start + timedelta(days=7))
+        payslip.compute_sheet()
+        cats = self._getCategories(payslip)
+
+        self._log('Computed period tax: ' + str(expected_withholding))
+        self.assertPayrollEqual(cats.get('EE_US_SIT', 0.0), -expected_withholding)
+
+    def test_2020_taxes_example(self):
+        self._test_er_suta('VT', self.VT_UNEMP, date(2020, 1, 1), wage_base=self.VT_UNEMP_MAX_WAGE)
+        self._test_sit(1800, 'married', 2, 0, False, 'weekly', date(2020, 1, 1), 53.73)
+        self._test_sit(1800, 'married', 2, 10, False, 'weekly', date(2020, 1, 1), 63.73)
+        self._test_sit(1000, 'single', 1, 0, True, 'weekly', date(2020, 1, 1), 0.00)
+        self._test_sit(8000, 'single', 1, 10, False, 'bi-weekly', date(2020, 1, 1), 506.58)
--- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml
+++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml
@@ -245,6 +245,13 @@
                        <group name="state_tx_texas" string="TX Texas" attrs="{'invisible':[('state_id', '!=', %(base.state_us_44)s)]}">
                            <p colspan="2"><h3>No additional fields.</h3></p>
                        </group>
+                        <group name="state_vt_vermont" string="VT Vermont" attrs="{'invisible':[('state_id', '!=', %(base.state_us_46)s)]}">
+                            <p colspan="2"><h3>Form VT W-4VT - State Income Tax</h3></p>
+                            <field name="vt_w4vt_sit_filing_status" string="Filing Status"/>
+                            <field name="vt_w4vt_sit_allowances" string="Allowances 1."/>
+                            <field name="state_income_tax_additional_withholding" string="Additional Withholding 6."/>
+                            <field name="state_income_tax_exempt" string="Exempt"/>
+                        </group>
                        <group name="state_va_virginia" string="VA Virginia" attrs="{'invisible':[('state_id', '!=', %(base.state_us_47)s)]}">
                            <p colspan="2"><h3>Form VA-4/VA-4P - State Income Tax</h3></p>
                            <field name="va_va4_sit_exemptions" string="Personal Exemptions (Line 1(a))"/>