audrius/suite
1
0
Fork 1
mirror of https://gitlab.com/hibou-io/hibou-odoo/suite.git synced 2025-01-20 12:37:31 +02:00
Code Issues Packages Projects Releases Wiki Activity

Fix Additional Withholding and add a warning for form NC-4 NRA

Browse Source
This commit is contained in:
Kristen Marie Kulha
2018-05-04 09:16:44 -07:00
parent 96d1a9beeb
commit a950852019
3 changed files with 76 additions and 17 deletions
Download Patch File Download Diff File Expand all files Collapse all files

8
l10n_us_nc_hr_payroll/data/rules_2018.xml
View File

@@ -55,7 +55,7 @@ if result_rate == 0.0:
<field name="amount_select">code</field>
<field name="amount_python_compute">
wages = categories.GROSS
exemptions = contract.nc_nc4_allowances
allowances = contract.nc_nc4_allowances
schedule_pay = contract.schedule_pay
val = 0.00
@@ -95,10 +95,8 @@ else:
if contract.nc_nc4_filing_status == 'exempt':
result = 0
else:
if contract.w4_is_nonresident_alien:
result = round(((wages - (PST + (allowance_multiplier * exemptions))) * 0.05599) - contract.nc_nc4_additional_wh)
else:
result = round((wages - (PST + (allowance_multiplier * exemptions))) * 0.05599)
result = -round(((wages - (PST + (allowance_multiplier * allowances))) * 0.05599) + contract.nc_nc4_additional_wh)
</field>
<field name="register_id" ref="contrib_register_ncdor_withhold"/>
</record>

4
l10n_us_nc_hr_payroll/hr_payroll.py
View File

@@ -12,7 +12,9 @@ class USNCHrContract(models.Model):
('surviving_spouse', 'Surviving Spouse'),
('head_household', 'Head of Household')
], string='NC Filing Status', default='single')
nc_nc4_additional_wh = fields.Float(string="Additional Witholding", default=0.0)
nc_nc4_additional_wh = fields.Float(string="Additional Witholding", default=0.0,
help="If you are filling out NC-4 NRA, this would be box 4; " \
"otherwise box 2.")
@api.multi
def nc_unemp_rate(self, year):

81
l10n_us_nc_hr_payroll/tests/test_us_nc_payslip_2018.py
View File

@@ -19,7 +19,7 @@ class TestUsNCPayslip(TestUsPayslip):
exemption = 1
# Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf
wh = round((salary - (PST + (allowance_multiplier * exemption))) * 0.05599)
wh = -round((salary - (PST + (allowance_multiplier * exemption))) * 0.05599)
employee = self._createEmployee()
employee.company_id.nc_unemp_rate_2018 = 0.06
@@ -119,16 +119,16 @@ class TestUsNCPayslip(TestUsPayslip):
allowance_multiplier = 96.15
PST = 336.54
exceptions = 2
allowances = 2
# Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf
wh = round((salary - (PST + (allowance_multiplier * exceptions))) * 0.05599)
wh = -round((salary - (PST + (allowance_multiplier * allowances))) * 0.05599)
employee = self._createEmployee()
employee.company_id.nc_unemp_rate_2018 = 0.06
contract = self._createContract(employee, salary, struct_id=self.ref('l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay)
contract.nc_nc4_allowances = exceptions
contract.nc_nc4_allowances = allowances
self.assertEqual(contract.schedule_pay, 'bi-weekly')
@@ -172,17 +172,17 @@ class TestUsNCPayslip(TestUsPayslip):
allowance_multiplier = 104.17
PST = 583.33
exceptions = 1
allowances = 1
# Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf
wh = round((salary - (PST + (allowance_multiplier * exceptions))) * 0.05599)
wh = -round((salary - (PST + (allowance_multiplier * allowances))) * 0.05599)
employee = self._createEmployee()
employee.company_id.nc_unemp_rate_2018 = 0.06
contract = self._createContract(employee, salary, struct_id=self.ref(
'l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay)
contract.nc_nc4_allowances = exceptions
contract.nc_nc4_allowances = allowances
contract.nc_nc4_filing_status = nc_nc4_filing_status
self.assertEqual(contract.schedule_pay, 'semi-monthly')
@@ -219,24 +219,23 @@ class TestUsNCPayslip(TestUsPayslip):
self.assertPayrollEqual(cats['NC_UNEMP'], remaining_nc_unemp_wages * nc_unemp)
def test_2018_taxes_monthly(self):
self.debug = True
salary = 4000.0
schedule_pay = 'monthly'
# allowance_multiplier and Portion of Standard Deduction for weekly
allowance_multiplier = 208.33
PST = 729.17
exceptions = 1
allowances = 1
# Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf
wh = round((salary - (PST + (allowance_multiplier * exceptions))) * 0.05599)
wh = -round((salary - (PST + (allowance_multiplier * allowances))) * 0.05599)
employee = self._createEmployee()
employee.company_id.nc_unemp_rate_2018 = 0.06
contract = self._createContract(employee, salary, struct_id=self.ref(
'l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'), schedule_pay=schedule_pay)
contract.nc_nc4_allowances = exceptions
contract.nc_nc4_allowances = allowances
self.assertEqual(contract.schedule_pay, 'monthly')
@@ -320,3 +319,63 @@ class TestUsNCPayslip(TestUsPayslip):
self.assertPayrollEqual(cats['NC_UNEMP_WAGES'], remaining_nc_unemp_wages)
self.assertPayrollEqual(cats['NC_UNEMP'], remaining_nc_unemp_wages * nc_unemp)
def test_additional_withholding(self):
salary = 4000.0
schedule_pay = 'weekly'
# allowance_multiplier and Portion of Standard Deduction for weekly
allowance_multiplier = 48.08
PST = 168.27
additional_wh = 40.0
#4000 - (168.27 + (48.08 * 1)
allowances = 1
# Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf
wh = -round(((salary - (PST + (allowance_multiplier * allowances))) * 0.05599) + additional_wh)
employee = self._createEmployee()
employee.company_id.nc_unemp_rate_2018 = 0.06
contract = self._createContract(employee,
salary,
struct_id=self.ref('l10n_us_nc_hr_payroll.hr_payroll_salary_structure_us_nc_employee'),
schedule_pay=schedule_pay)
contract.w4_is_nonresident_alien = True
contract.nc_nc4_additional_wh = additional_wh
contract.nc_nc4_allowances = allowances
self.assertEqual(contract.schedule_pay, 'weekly')
self.assertEqual(contract.w4_is_nonresident_alien, True)
# tax rates
nc_unemp = contract.nc_unemp_rate(2018) / -100.0
self._log('2018 North Carolina tax first payslip weekly:')
payslip = self._createPayslip(employee, '2018-01-01', '2018-01-31')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['NC_UNEMP_WAGES'], salary)
self.assertPayrollEqual(cats['NC_UNEMP'], cats['NC_UNEMP_WAGES'] * nc_unemp)
self.assertPayrollEqual(cats['NC_INC_WITHHOLD'], wh)
process_payslip(payslip)
# Make a new payslip, this one will have maximums
remaining_nc_unemp_wages = self.NC_UNEMP_MAX_WAGE - salary if (self.NC_UNEMP_MAX_WAGE - 2 * salary < salary) \
else salary
self._log('2018 North Carolina tax second payslip weekly:')
payslip = self._createPayslip(employee, '2018-02-01', '2018-02-28')
payslip.compute_sheet()
cats = self._getCategories(payslip)
self.assertPayrollEqual(cats['NC_UNEMP_WAGES'], remaining_nc_unemp_wages)
self.assertPayrollEqual(cats['NC_UNEMP'], remaining_nc_unemp_wages * nc_unemp)