diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index fcbe1dad..d18c9903 100644 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -58,6 +58,7 @@ United States of America - Payroll Rules. 'data/state/nv_nevada.xml', 'data/state/ny_new_york.xml', 'data/state/oh_ohio.xml', + 'data/state/ok_oklahoma.xml', 'data/state/pa_pennsylvania.xml', 'data/state/sc_south_carolina.xml', 'data/state/tx_texas.xml', diff --git a/l10n_us_hr_payroll/data/state/ok_oklahoma.xml b/l10n_us_hr_payroll/data/state/ok_oklahoma.xml new file mode 100644 index 00000000..f4ec8269 --- /dev/null +++ b/l10n_us_hr_payroll/data/state/ok_oklahoma.xml @@ -0,0 +1,133 @@ + + + + + US OK Oklahoma SUTA Wage Base + us_ok_suta_wage_base + + + + + 18700.0 + + + + + + + + US OK Oklahoma SUTA Rate + us_ok_suta_rate + + + + + 1.5 + + + + + + + US OK Oklahoma Allowances Rate + us_ok_sit_allowances_rate + + + + + { + 'weekly' : 19.23, + 'bi-weekly' : 38.46, + 'semi-monthly': 41.67, + 'monthly' : 83.33, + 'quarterly' : 250.00, + 'semi-annual': 500.00, + 'annually': 1000.00, + } + + + + + + + US OK Oklahoma SIT Tax Rate + us_ok_sit_tax_rate + + + + + { + 'single': { + 'weekly': ((122, 0.00, 0.00), (141, 0.50, 0.00), (170, 1.00, 0.10), (194, 2.00, 0.38), (216, 3.00, 0.87), (261, 4.00, 1.53), ('inf', 5.00, 3.30)), + 'bi-weekly': ((244, 0.00, 0.00), (283, 0.50, 0.00), (340, 1.00, 0.19), (388, 2.00, 0.77), (433, 3.00, 1.73), (521, 4.00, 3.06), ('inf', 5.00, 6.60)), + 'semi-monthly': ((265, 0.00, 0.00), (306, 0.50, 0.00), (369, 1.00, 0.21), (421, 2.00, 0.83), (469, 3.00, 1.88), (565, 4.00, 3.31), ('inf', 5.00, 7.15)), + 'monthly': ((529, 0.00, 0.00), (613, 0.50, 0.00), (738, 1.00, 0.42), (842, 2.00, 1.67), (938, 3.00, 3.75), (1129, 4.00, 6.63), ('inf', 5.00, 14.29)), + 'quarterly': ((1588, 0.00, 0.00), (1838, 0.50, 0.00), (2213, 1.00, 1.25), (2525, 2.00, 5.00), (2813, 3.00, 11.25), (3388, 4.00, 19.88), ('inf', 5.00, 42.88)), + 'semi-annual': ((3175, 0.00, 0.00), (3675, 0.50, 0.00), (4425, 1.00, 2.50), (5050, 2.00, 10.00), (5625, 3.00, 22.50), (6775, 4.00, 39.75), ('inf', 5.00, 85.75)), + 'annually': ((6350, 0.00, 0.00), (7350, 0.50, 0.00), (8850, 1.00, 5.00), (10100, 2.00, 20.00), (11250, 3.00, 45.00), (13550, 4.00, 79.50), ('inf', 5.00, 171.50)), + }, + 'married': { + 'weekly': ((244, 0.00, 0.00), (283, 0.50, 0.00), (340, 1.00, 0.19), (388, 2.00, 0.77), (433, 3.00, 1.73), (479, 4.00, 3.06), ('inf', 5.00, 4.90)), + 'bi-weekly': ((488, 0.00, 0.00), (565, 0.50, 0.00), (681, 1.00, 0.38), (777, 2.00, 1.54), (865, 3.00, 3.46), (958, 4.00, 6.12), ('inf', 5.00, 9.81)), + 'semi-monthly': ((529, 0.00, 0.00), (613, 0.50, 0.00), (738, 1.00, 0.42), (842, 2.00, 1.67), (938, 3.00, 3.75), (1038, 4.00, 6.63), ('inf', 5.00, 10.63)), + 'monthly': ((1058, 0.00, 0.00), (1225, 0.50, 0.00), (1475, 1.00, 0.83), (1683, 2.00, 3.33), (1875, 3.00, 7.50), (2075, 4.00, 13.25), ('inf', 5.00, 21.25)), + 'quarterly': ((3175, 0.00, 0.00), (3675, 0.50, 0.00), (4425, 1.00, 2.50), (5050, 2.00, 10.00), (5625, 3.00, 22.50), (6225, 4.00, 39.75), ('inf', 5.00, 63.75)), + 'semi-annual': ((6350, 0.00, 0.00), (7350, 0.50, 0.00), (8850, 1.00, 5.00), (10100, 2.00, 20.00), (11250, 3.00, 45.00), (12450, 4.00, 79.50), ('inf', 5.00, 127.50)), + 'annually': ((12700, 0.00, 0.00), (14700, 0.50, 0.00), (17700, 1.00, 10.00), (20200, 2.00, 40.00), (22500, 3.00, 90.00), (24900, 4.00, 159.00), ('inf', 5.00, 255.00)), + }, + 'head_household': { + 'weekly': ((122, 0.00, 0.00), (141, 0.50, 0.00), (170, 1.00, 0.10), (194, 2.00, 0.38), (216, 3.00, 0.87), (261, 4.00, 1.53), ('inf', 5.00, 3.30)), + 'bi-weekly': ((244, 0.00, 0.00), (283, 0.50, 0.00), (340, 1.00, 0.19), (388, 2.00, 0.77), (433, 3.00, 1.73), (521, 4.00, 3.06), ('inf', 5.00, 6.60)), + 'semi-monthly': ((265, 0.00, 0.00), (306, 0.50, 0.00), (369, 1.00, 0.21), (421, 2.00, 0.83), (469, 3.00, 1.88), (565, 4.00, 3.31), ('inf', 5.00, 7.15)), + 'monthly': ((529, 0.00, 0.00), (613, 0.50, 0.00), (738, 1.00, 0.42), (842, 2.00, 1.67), (938, 3.00, 3.75), (1129, 4.00, 6.63), ('inf', 5.00, 14.29)), + 'quarterly': ((1588, 0.00, 0.00), (1838, 0.50, 0.00), (2213, 1.00, 1.25), (2525, 2.00, 5.00), (2813, 3.00, 11.25), (3388, 4.00, 19.88), ('inf', 5.00, 42.88)), + 'semi-annual': ((3175, 0.00, 0.00), (3675, 0.50, 0.00), (4425, 1.00, 2.50), (5050, 2.00, 10.00), (5625, 3.00, 22.50), (6775, 4.00, 39.75), ('inf', 5.00, 85.75)), + 'annually': ((6350, 0.00, 0.00), (7350, 0.50, 0.00), (8850, 1.00, 5.00), (10100, 2.00, 20.00), (11250, 3.00, 45.00), (13550, 4.00, 79.50), ('inf', 5.00, 171.50)), + }, + } + + + + + + + + US Oklahoma - Employment Security Commission - Unemployment Tax + + + + US Oklahoma - Tax Commission - Income Tax + + + + + + + + + + ER: US OK Oklahoma State Unemployment + ER_US_OK_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ok_suta_wage_base', rate='us_ok_suta_rate', state_code='OK') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ok_suta_wage_base', rate='us_ok_suta_rate', state_code='OK') + + + + + + + + + EE: US OK Oklahoma State Income Tax Withholding + EE_US_OK_SIT + python + result, _ = ok_oklahoma_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = ok_oklahoma_state_income_withholding(payslip, categories, worked_days, inputs) + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index 9b68835a..13e92312 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -41,6 +41,7 @@ from .state.nj_newjersey import nj_newjersey_state_income_withholding from .state.nm_new_mexico import nm_new_mexico_state_income_withholding 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.va_virginia import va_virginia_state_income_withholding from .state.wa_washington import wa_washington_fml_er, \ @@ -105,6 +106,7 @@ class HRPayslip(models.Model): 'nm_new_mexico_state_income_withholding': nm_new_mexico_state_income_withholding, 'ny_new_york_state_income_withholding': ny_new_york_state_income_withholding, '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, 'va_virginia_state_income_withholding': va_virginia_state_income_withholding, 'wa_washington_fml_er': wa_washington_fml_er, diff --git a/l10n_us_hr_payroll/models/state/ok_oklahoma.py b/l10n_us_hr_payroll/models/state/ok_oklahoma.py new file mode 100644 index 00000000..bc0ecc24 --- /dev/null +++ b/l10n_us_hr_payroll/models/state/ok_oklahoma.py @@ -0,0 +1,47 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies, sit_wage + + +def ok_oklahoma_state_income_withholding(payslip, categories, worked_days, inputs): + """ + Returns SIT eligible wage and rate. + + :return: result, result_rate (wage, percent) + """ + state_code = 'OK' + 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('ok_w4_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('ok_w4_sit_allowances') + allowances_amt = payslip.rule_parameter('us_ok_sit_allowances_rate')[schedule_pay] + tax_table = payslip.rule_parameter('us_ok_sit_tax_rate')[filing_status].get(schedule_pay) + + taxable_income = wage - (allowances * allowances_amt) + withholding = 0.0 + last = 0.0 + for row in tax_table: + amt, rate, flat_fee = row + if wage <= float(amt): + withholding = ((taxable_income - last) * (rate / 100)) + flat_fee + break + last = amt + + withholding = max(withholding, 0.0) + withholding += additional + withholding = round(withholding) + return wage, -((withholding / wage) * 100.0) diff --git a/l10n_us_hr_payroll/models/us_payroll_config.py b/l10n_us_hr_payroll/models/us_payroll_config.py index e4552626..d50f4040 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -235,6 +235,13 @@ class HRContractUSPayrollConfig(models.Model): # Ohio will use generic SIT exempt and additional fields oh_it4_sit_exemptions = fields.Integer(string='Ohio IT-4 Exemptions', help='Line 4') + + ok_w4_sit_filing_status = fields.Selection([ + ('single', 'Single'), + ('married', 'Married'), + ('head_household', 'Head of Household') + ], string='Oklahoma OK-W-4 Filing Status', help='OK-W-4') + 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.') va_va4_sit_exemptions = fields.Integer(string='Virginia VA-4(P) Personal Exemptions', diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index 43afe830..cc2bfff6 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -92,6 +92,8 @@ from . import test_us_ny_new_york_payslip_2020 from . import test_us_oh_ohio_payslip_2019 from . import test_us_oh_ohio_payslip_2020 +from . import test_us_ok_oklahoma_payslip_2020 + from . import test_us_pa_pennsylvania_payslip_2019 from . import test_us_pa_pennsylvania_payslip_2020 diff --git a/l10n_us_hr_payroll/tests/test_us_ok_oklahoma_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_ok_oklahoma_payslip_2020.py new file mode 100755 index 00000000..03297065 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_ok_oklahoma_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 TestUsOKPayslip(TestUsPayslip): + ### + # 2020 Taxes and Rates + ### + OK_UNEMP_MAX_WAGE = 18700.0 + OK_UNEMP = 1.5 + # Calculation based on example https://www.ok.gov/tax/documents/2020WHTables.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('OK'), + ok_w4_sit_filing_status=filing_status, + ok_w4_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('OK', self.OK_UNEMP, date(2020, 1, 1), wage_base=self.OK_UNEMP_MAX_WAGE) + self._test_sit(1825, 'married', 2, 0, False, 'semi-monthly', date(2020, 1, 1), 46.00) + self._test_sit(1825, 'married', 2, 0, True, 'monthly', date(2020, 1, 1), 0.00) + self._test_sit(1000, 'single', 1, 0, False, 'weekly', date(2020, 1, 1), 39.00) + self._test_sit(1000, 'single', 1, 10, False, 'weekly', date(2020, 1, 1), 49.00) diff --git a/l10n_us_hr_payroll/views/us_payroll_config_views.xml b/l10n_us_hr_payroll/views/us_payroll_config_views.xml index e844905d..eae427c3 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -226,6 +226,13 @@ + +

Form OK-W-4 - State Income Tax

+ + + + +