diff --git a/l10n_us_hr_payroll/__init__.py b/l10n_us_hr_payroll/__init__.py index 09434554..013f4e73 100755 --- a/l10n_us_hr_payroll/__init__.py +++ b/l10n_us_hr_payroll/__init__.py @@ -1,3 +1,12 @@ # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. from . import models + +def _post_install_hook(cr, registry): + """ + This method will set the default for the Payslip Sum Behavior + """ + cr.execute("SELECT id FROM ir_config_parameter WHERE key = 'hr_payroll.payslip.sum_behavior';") + existing = cr.fetchall() + if not existing: + cr.execute("INSERT INTO ir_config_parameter (key, value) VALUES ('hr_payroll.payslip.sum_behavior', 'date');") diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index 41d93477..564d9fa9 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -28,10 +28,19 @@ USA Payroll Rules. 'data/federal/fed_941_fica_rules.xml', 'data/federal/fed_941_fit_parameters.xml', 'data/federal/fed_941_fit_rules.xml', + 'data/state/ak_alaska.xml', + 'data/state/al_alabama.xml', 'data/state/ar_arkansas.xml', 'data/state/az_arizona.xml', + 'data/state/ca_california.xml', + 'data/state/co_colorado.xml', + 'data/state/ct_connecticut.xml', + 'data/state/de_delaware.xml', 'data/state/fl_florida.xml', 'data/state/ga_georgia.xml', + 'data/state/hi_hawaii.xml', + 'data/state/ia_iowa.xml', + 'data/state/id_idaho.xml', 'data/state/il_illinois.xml', 'data/state/mi_michigan.xml', 'data/state/mn_minnesota.xml', @@ -39,7 +48,9 @@ USA Payroll Rules. 'data/state/ms_mississippi.xml', 'data/state/mt_montana.xml', 'data/state/nc_northcarolina.xml', + 'data/state/nh_new_hampshire.xml', 'data/state/nj_newjersey.xml', + 'data/state/nm_new_mexico.xml', 'data/state/oh_ohio.xml', 'data/state/pa_pennsylvania.xml', 'data/state/tx_texas.xml', @@ -47,8 +58,13 @@ USA Payroll Rules. 'data/state/wa_washington.xml', 'data/final.xml', 'views/hr_contract_views.xml', + 'views/res_config_settings_views.xml', 'views/us_payroll_config_views.xml', ], 'installable': True, + 'demo': [ + ], + 'auto_install': False, + 'post_init_hook': '_post_install_hook', 'license': 'OPL-1', } diff --git a/l10n_us_hr_payroll/data/final.xml b/l10n_us_hr_payroll/data/final.xml index 23b5beef..29046d56 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -16,17 +16,46 @@ ref('hr_payroll_rule_ee_fed_941_fit'), + ref('hr_payroll_rule_er_us_ak_suta'), + ref('hr_payroll_rule_ee_us_ak_suta'), + + ref('hr_payroll_rule_er_us_al_suta'), + ref('hr_payroll_rule_ee_us_al_sit'), + ref('hr_payroll_rule_er_us_ar_suta'), ref('hr_payroll_rule_ee_us_ar_sit'), ref('hr_payroll_rule_er_us_az_suta'), ref('hr_payroll_rule_ee_us_az_sit'), + ref('hr_payroll_rule_er_us_ca_suta'), + ref('hr_payroll_rule_er_us_ca_suta_ett'), + ref('hr_payroll_rule_ee_us_ca_suta_sdi'), + ref('hr_payroll_rule_ee_us_ca_sit'), + + ref('hr_payroll_rule_er_us_co_suta'), + ref('hr_payroll_rule_ee_us_co_sit'), + + ref('hr_payroll_rule_er_us_ct_suta'), + ref('hr_payroll_rule_ee_us_ct_sit'), + + ref('hr_payroll_rule_er_us_de_suta'), + ref('hr_payroll_rule_ee_us_de_sit'), + ref('hr_payroll_rule_er_us_fl_suta'), ref('hr_payroll_rule_er_us_ga_suta'), ref('hr_payroll_rule_ee_us_ga_sit'), + ref('hr_payroll_rule_er_us_hi_suta'), + ref('hr_payroll_rule_ee_us_hi_sit'), + + ref('hr_payroll_rule_er_us_ia_suta'), + ref('hr_payroll_rule_ee_us_ia_sit'), + + ref('hr_payroll_rule_er_us_id_suta'), + ref('hr_payroll_rule_ee_us_id_sit'), + ref('hr_payroll_rule_er_us_il_suta'), ref('hr_payroll_rule_ee_us_il_sit'), @@ -49,6 +78,8 @@ ref('hr_payroll_rule_er_us_nc_suta'), ref('hr_payroll_rule_ee_us_nc_sit'), + ref('hr_payroll_rule_er_us_nh_suta'), + ref('hr_payroll_rule_er_us_nj_suta'), ref('hr_payroll_rule_ee_us_nj_suta'), ref('hr_payroll_rule_er_us_nj_sdi'), @@ -59,6 +90,9 @@ ref('hr_payroll_rule_ee_us_nj_fli'), ref('hr_payroll_rule_ee_us_nj_sit'), + ref('hr_payroll_rule_er_us_nm_suta'), + ref('hr_payroll_rule_ee_us_nm_sit'), + ref('hr_payroll_rule_er_us_oh_suta'), ref('hr_payroll_rule_ee_us_oh_sit'), diff --git a/l10n_us_hr_payroll/data/state/ak_alaska.xml b/l10n_us_hr_payroll/data/state/ak_alaska.xml new file mode 100644 index 00000000..cf0f747f --- /dev/null +++ b/l10n_us_hr_payroll/data/state/ak_alaska.xml @@ -0,0 +1,88 @@ + + + + + + US AK Alaska SUTA Wage Base + us_ak_suta_wage_base + 39900.00 + + + + US AK Alaska SUTA Wage Base + us_ak_suta_wage_base + 41500.00 + + + + + + + + US AK Alaska SUTA Rate + us_ak_suta_rate + 1.780 + + + + US AK Alaska SUTA Rate + us_ak_suta_rate + 1.590 + + + + + + + US AK Alaska SUTA Rate EE + us_ak_suta_ee_rate + 0.500 + + + + US AK Alaska SUTA Rate EE + us_ak_suta_ee_rate + 0.500 + + + + + + + US Alaska - Department of Labor and Workforce Development (ADLWD) - Unemployment Tax + + + US Alaska - Department of Labor and Workforce Development (ADLWD) - Unemployment Tax + + + + + + + + + + ER: US AK Alaska State Unemployment + ER_US_AK_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ak_suta_wage_base', rate='us_ak_suta_rate', state_code='AK') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ak_suta_wage_base', rate='us_ak_suta_rate', state_code='AK') + + + + + + + + EE: US AK Alaska State Unemployment (UC-2) + EE_US_AK_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ak_suta_wage_base', rate='us_ak_suta_ee_rate', state_code='AK') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ak_suta_wage_base', rate='us_ak_suta_ee_rate', state_code='AK') + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/data/state/al_alabama.xml b/l10n_us_hr_payroll/data/state/al_alabama.xml new file mode 100644 index 00000000..51310ccc --- /dev/null +++ b/l10n_us_hr_payroll/data/state/al_alabama.xml @@ -0,0 +1,179 @@ + + + + + + US AL Alabama SUTA Wage Base + us_al_suta_wage_base + 8000.0 + + + + US AL Alabama SUTA Wage Base + us_al_suta_wage_base + 8000.0 + + + + + + + + US AL Alabama SUTA Rate + us_al_suta_rate + 2.7 + + + + US AL Alabama SUTA Rate + us_al_suta_rate + 2.7 + + + + + + + US AL Alabama SIT Tax Rate + us_al_sit_tax_rate + { + '0': [(500, 2),( 3000, 4),('inf', 5)], + 'M': [( 1000, 2),( 6000, 4),('inf', 5)], + } + + + + US AL Alabama SIT Tax Rate + us_al_sit_tax_rate + { + '0' : [(500, 2),(2500, 4),('inf', 5)], + 'M': [(1000, 2),(5000, 4),('inf', 5)], + } + + + + + + + US AL Alabama Dependent Rate + us_al_sit_dependent_rate + [ + ( 1000, 20000), + ( 500, 100000), + ( 300, 'inf'), + ] + + + + US AL Alabama Dependent Rate + us_al_sit_dependent_rate + [ + ( 1000, 20000), + ( 500, 100000), + ( 300, 'inf'), + ] + + + + + + + US AL Alabama Standard Deduction Rate + us_al_sit_standard_deduction_rate + { + '0': ((23499.0, 2500.0), (33000.0, 2500.0, 25.0, 500.0), ('inf', 2000.0)), + 'S': ((23499.0, 2500.0), (33000.0, 2500.0, 25.0, 500.0), ('inf', 2000.0)), + 'MS': ((10749.0, 3750.0), (15500.0, 3750.0, 88.0, 250.0), ('inf', 2000.0)), + 'M': ((23499.0, 7500.0), (33000.0, 7500.0, 175.0, 500.0), ('inf', 4000.0)), + 'H': ((23499.0, 4700.0), (33000.0, 7500.0, 175.0, 500.0), ('inf', 4000.0)), + } + + + + US AL Alabama Standard Deduction Rate + us_al_sit_standard_deduction_rate + { + '0': ((23499.0, 2500.0), (33000.0, 2500.0, 25.0, 500.0), ('inf', 2000.0)), + 'S': ((23499.0, 2500.0), (33000.0, 2500.0, 25.0, 500.0), ('inf', 2000.0)), + 'MS': ((10749.0, 3750.0), (15500.0, 3750.0, 88.0, 250.0), ('inf', 2000.0)), + 'M': ((23499.0, 7500.0), (33000.0, 7500.0, 175.0, 500.0), ('inf', 4000.0)), + 'H': ((23499.0, 4700.0), (33000.0, 7500.0, 175.0, 500.0), ('inf', 4000.0)), + } + + + + + + + US AL Alabama Personal Exemption Rate + us_al_sit_personal_exemption_rate + { + '0' : 0, + 'S' : 1500, + 'MS': 1500, + 'M' : 3000, + 'H' : 3000, + } + + + + US AL Alabama Personal Exemption Rate + us_al_sit_personal_exemption_rate + { + '0' : 0, + 'S' : 1500, + 'MS': 1500, + 'M' : 3000, + 'H' : 3000, + } + + + + + + + US Alabama - Department of Economic Security (IDES) - Unemployment Tax + + + US Alabama - Department of Economic Security (IDES) - Unemployment Tax + + + + + US Alabama - Department of Revenue (IDOR) - Income Tax + + + US Alabama - Department of Revenue (IDOR) - Unemployment Tax + + + + + + + + + + ER: US AL Alabama State Unemployment + ER_US_AL_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_al_suta_wage_base', rate='us_al_suta_rate', state_code='AL') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_al_suta_wage_base', rate='us_al_suta_rate', state_code='AL') + + + + + + + + EE: US AL Alabama State Income Tax Withholding + EE_US_AL_SIT + python + result, _ = al_alabama_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = al_alabama_state_income_withholding(payslip, categories, worked_days, inputs) + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/data/state/az_arizona.xml b/l10n_us_hr_payroll/data/state/az_arizona.xml index e83a174e..832fe816 100644 --- a/l10n_us_hr_payroll/data/state/az_arizona.xml +++ b/l10n_us_hr_payroll/data/state/az_arizona.xml @@ -45,7 +45,7 @@ US Arizona - Department of Revenue (ADOR) - Income Tax - US Arizona - Department of Revenue (ADOR) - Unemployment Tax + US Arizona - Department of Revenue (ADOR) - Income Tax diff --git a/l10n_us_hr_payroll/data/state/ca_california.xml b/l10n_us_hr_payroll/data/state/ca_california.xml new file mode 100644 index 00000000..4631b2c9 --- /dev/null +++ b/l10n_us_hr_payroll/data/state/ca_california.xml @@ -0,0 +1,336 @@ + + + + + + US CA California SUTA Wage Base + us_ca_suta_wage_base + 7000.0 + + + + US CA California SUTA Wage Base + us_ca_suta_wage_base + 7000.0 + + + + + + + + US CA California SUTA Rate + us_ca_suta_rate + 3.5 + + + + US CA California SUTA Rate + us_ca_suta_rate + 3.4 + + + + + + + + US CA California SUTA ETT Rate + us_ca_suta_ett_rate + 0.1 + + + + US CA California SUTA ETT Rate + us_ca_suta_ett_rate + 0.1 + + + + + + + + US CA California SUTA SDI Rate + us_ca_suta_sdi_rate + 1.0 + + + + US CA California SUTA SDI Rate + us_ca_suta_sdi_rate + 1.0 + + + + + + + US CA California SIT Tax Rate + us_ca_sit_tax_rate + { + 'head_household': { + 'weekly': ((316, 0.011, 0.0), (750, 0.022, 3.48), (967, 0.044, 13.03), (1196, 0.066, 22.58), (1413, 0.088, 37.69), (7212, 0.1023, 56.79), (8654, 0.1133, 650.03), (14423, 0.1243, 813.41), (19231, 0.1353, 1530.50), ('inf', 0.1463, 2181.02)), + 'bi-weekly': ((632, 0.011, 0.0), (1500, 0.022, 6.95), (1934, 0.044, 26.05), (2392, 0.066, 45.15), (2826, 0.088, 75.38), (14424, 0.1023, 113.57), (17308, 0.1133, 1300.05), (28846, 0.1243, 1626.81), (38462, 0.1353, 3060.98), ('inf', 0.1463, 4362.02)), + 'semi-monthly': ((686, 0.011, 0.0), (1625, 0.022, 7.55), (2094, 0.044, 28.21), (2592, 0.066, 48.85), (3062, 0.088, 81.72), (15625, 0.1023, 123.08), (18750, 0.1133, 1408.27), (31250, 0.1243, 1762.33), (41667, 0.1353, 3316.08), ('inf', 0.1463, 4725.50)), + 'monthly': ((1372, 0.011, 0.0), (3250, 0.022, 15.09), (4188, 0.044, 56.41), (5184, 0.066, 97.68), (6124, 0.088, 163.42), (31250, 0.1023, 246.148), (37500, 0.1133, 2816.53), (62500, 0.1243, 3524.66), (83334, 0.1353, 6632.16), ('inf', 0.1463, 9451.00)), + 'quarterly': ((4114, 0.011, 0.0), (9748, 0.022, 45.25), (12566, 0.044, 169.20), (15552, 0.066, 293.19), (18369, 0.088, 490.27), (93751, 0.1023, 738.17), (112501, 0.1133, 8449.75), (187501, 0.1243, 10574.13), (250000, 0.1353, 19896.63), ('inf', 0.1463, 28352.74)), + 'semi-annual': ((8228, 0.011, 0.0), (19496, 0.022, 90.51), (25132, 0.044, 338.41), (31104, 0.066, 586.39), (36738, 0.088, 980.54), (187502, 0.1023, 1476.33), (225002, 0.1133, 16899.49), (375002, 0.1243, 21148.24), (500000, 0.1353, 39793.24), ('inf', 0.1463, 56705.47)), + 'annually': ((16457, 0.011, 0.0), (38991, 0.022, 181.03), (50264, 0.044, 676.78), (62206, 0.066, 1172.79), (73477, 0.088, 1960.96), (375002, 0.1023, 2952.81), (450003, 0.1133, 33798.82), (750003, 0.1243, 42296.43), (1000000, 0.1353, 79586.43), ('inf', 0.1463, 113411.02)), + }, + 'married': { + 'weekly': ((316, 0.011, 0.0),(750, 0.022, 3.48),(1184, 0.044, 13.03),(1642, 0.066, 32.13), (2076, 0.088, 62.36),(10606, 0.1023, 100.55),(12726, 0.1133, 973.17),(19231, 0.1243, 1213.37),(21210, 0.1353, 2021.94),('inf', 0.1463, 2289.70)), + 'bi-weekly': ((632, 0.011, 0.0), (1500, 0.022, 6.95), (2368, 0.044, 26.05), (3284, 0.066, 64.24), (4152, 0.088, 124.70), (21212, 0.1023, 201.08), (25452, 0.1133, 1946.32), (38462, 0.1243, 2426.71), (42420, 0.1353, 4043.85), ('inf', 0.1463, 4579.37)), + 'semi-monthly': ((686, 0.011, 0.0), (1624, 0.022, 7.55), (2564, 0.044, 28.19), (3560, 0.066, 69.55), (4498, 0.088, 135.29), (22978, 0.1023, 217.83), (27574, 0.1133, 2108.33), (41667, 0.1243, 2629.06), (45956, 0.1353, 4380.82), ('inf', 0.1463, 4961.12)), + 'monthly': ((1372, 0.011, 0.0), (3248, 0.022, 15.09), (5128, 0.044, 56.36), (7120, 0.066, 139.08), (8996, 0.088, 270.55), (45956, 0.1023, 435.64), (55148, 0.1133, 4216.65), (83334, 0.1243, 5258.10), (91912, 0.1353, 8761.62), ('inf', 0.1463, 9922.22)), + 'quarterly': ((4112, 0.011, 0.0), (9748, 0.022, 45.23), (15384, 0.044, 169.22), (21356, 0.066, 417.20), (26990, 0.088, 811.35), (137870, 0.1023, 1307.14), (165442, 0.1133, 12650.16), (250000, 0.1243, 15774.07), (275736, 0.1353, 26284.63), ('inf', 0.1463, 29766.71)), + 'semi-annual': ((8224, 0.011, 0.0), (19496, 0.022, 90.46), (30768, 0.044, 338.44), (42712, 0.066, 834.41), (53980, 0.088, 1622.71), (275740, 0.1023, 2614.29), (330884, 0.1133, 25300.34), (500000, 0.1243, 31548.16), (551472, 0.1353, 52569.28), ('inf', 0.1463, 59533.44)), + 'annually': ((16446, 0.011, 0.0), (38990, 0.022, 180.91), (61538, 0.044, 676.88), (85422, 0.066, 1668.99), (107960, 0.088, 3245.33), (551476, 0.1023, 5228.67), (661768, 0.1133, 50600.36), (1000000, 0.1243, 63096.44), (1102946, 0.1353, 105138.68), ('inf', 0.1463, 119067.26)), + }, + 'single': { + 'weekly': ((158, 0.011, 0.0), (375, 0.022, 1.74), (592, 0.044, 6.51), (821, 0.066, 16.06), (1038, 0.088, 31.17), (5303, 0.1023, 50.27), (6363, 0.1133, 486.58), (10605, 0.1243, 606.68), (19231, 0.1353, 1133.96), ('inf', 0.1463, 2301.06)), + 'bi-weekly': ((316, 0.011, 0.0), (750, 0.022, 3.48), (1184, 0.044, 13.03), (1642, 0.066, 32.13), (2076, 0.088, 62.36), (10606, 0.1023, 100.55), (12726, 0.1133, 973.17), (21210, 0.1243, 1213.37), (38462, 0.1353, 2267.93), ('inf', 0.1463, 4602.13)), + 'semi-monthly': ((343, 0.011, 0.0), (812, 0.022, 3.77), (1282, 0.044, 14.09), (1780, 0.066, 34.77), (2249, 0.088, 67.64), (11489, 0.1023, 108.91), (13787, 0.1133, 1054.16), (22978, 0.1243, 1314.52), (41667, 0.1353, 2456.96),('inf', 0.1463, 4985.58)), + 'monthly': ((686, 0.011, 0.0), (1624, 0.022, 7.55), (2564, 0.044, 28.19), (3560, 0.066, 69.55), (4498, 0.088, 135.29), (22978, 0.1023, 217.83), (27574, 0.1133, 2108.33), (45956, 0.1243, 2629.06), (83334, 0.1353, 4913.94), ('inf', 0.1463, 9971.18)), + 'quarterly': ((2056, 0.011, 0.0), (4874, 0.022, 22.62), (7692, 0.044, 84.62), (10678, 0.066, 208.61), (13495, 0.088, 405.69), (68935, 0.1023, 653.59), (82721, 0.1133, 6325.10), (137868, 0.1243, 7887.05), (250000, 0.1353, 14741.82), ('inf', 0.1463, 29913.28)), + 'semi-annual': ((4112, 0.011, 0.0), (9748, 0.022, 45.23), (15384, 0.044, 169.22), (21356, 0.066, 417.20), (26990, 0.088, 811.35), (137870, 0.1023, 1307.14), (165442, 0.1133, 12650.16), (275736, 0.1243, 15774.07), (500000, 0.1353, 29483.61), ('inf', 0.1463, 59826.53)), + 'annually': ((8223, 0.011, 0.0), (19495, 0.022, 90.45), (30769, 0.044, 338.43), (42711, 0.066, 834.49), (53980, 0.088, 1622.66), (275738, 0.1023, 2614.33), (330884, 0.1133, 25300.17), (551473, 0.1243, 31548.21), (1000000, 0.1353, 58967.42), ('inf', 0.1463, 119653.12)), + }, + } + + + + US CA California SIT Tax Rate + us_ca_sit_tax_rate + { + 'head_household': { + 'weekly': ((339, 0.011, 0.0), (803, 0.022, 3.73), (1035, 0.044, 13.93), (1281, 0.066, 24.15), (1514, 0.088, 40.39), (7725, 0.1023, 60.89), (9270, 0.1133, 696.28), (15450, 0.1243, 871.33), (19231, 0.1353, 1639.50), ('inf', 0.1463, 2151.07)), + 'bi-weekly': ((678, 0.011, 0.0), (1606, 0.022, 7.46), (2070, 0.044, 27.88), (2562, 0.066, 48.30), (3028, 0.088, 80.77), (15450, 0.1023, 121.78), (18540, 0.1133, 1392.55), (30900, 0.1243, 1742.65), (38462, 0.1353, 3279.00), ('inf', 0.1463, 4302.14)), + 'semi-monthly': ((735, 0.011, 0.0), (1740, 0.022, 8.09), (2243, 0.044, 30.20), (2777, 0.066, 52.33), (3280, 0.088, 87.57), (16738, 0.1023, 131.83), (20085, 0.1133, 1508.58), (33475, 0.1243, 1887.80), (41667, 0.1353, 3552.18), ('inf', 0.1463, 4660.56)), + 'monthly': ((1470, 0.011, 0.0), (3480, 0.022, 16.17), (4486, 0.044, 60.39), (5554, 0.066, 104.65), (6560, 0.088, 175.14), (33476, 0.1023, 263.67), (40170, 0.1133, 3017.18), (66950, 0.1243, 3775.61), (83334, 0.1353, 7104.36), ('inf', 0.1463, 9321.12)), + 'quarterly': ((4407, 0.011, 0.0), (10442, 0.022, 48.48), (13461, 0.044, 181.25), (16659, 0.066, 314.09), (19678, 0.088, 525.16), (100426, 0.1023, 790.83), (120512, 0.1133, 9051.35), (200853, 0.1243, 11327.09), (250000, 0.1353, 21313.48), ('inf', 0.1463, 27963.07)), + 'semi-annual': ((8814, 0.011, 0.0), (20884, 0.022, 96.95), (26922, 0.044, 362.49), (33318, 0.066, 628.16), (39356, 0.088, 1050.30), (200852, 0.1023, 1581.64), (241024, 0.1133, 18102.68), (401706, 0.1243, 22654.17), (500000, 0.1353, 42626.94), ('inf', 0.1463, 55926.12)), + 'annually': ((17629, 0.011, 0.0), (41768, 0.022, 193.92), (53843, 0.044, 724.98), (66636, 0.066, 1256.28), (78710, 0.088, 2100.62), (401705, 0.1023, 3163.13), (482047, 0.1133, 36205.52), (803410, 0.1243, 45308.27), (1000000, 0.1353, 85253.69), ('inf', 0.1463, 111852.32)), + }, + 'married': { + 'weekly': ((338, 0.011, 0.0),(804, 0.022, 3.72),(1268, 0.044, 13.97),(1760, 0.066, 34.39), (2224, 0.088, 66.86),(11360, 0.1023, 107.69),(13632, 0.1133, 1042.30),(19231, 0.1243, 1299.72),(22721, 0.1353, 1995.68),('inf', 0.1463, 2467.88)), + 'bi-weekly': ((676, 0.011, 0.0), (1608, 0.022, 7.44), (2536, 0.044, 27.94), (3520, 0.066, 68.77), (4448, 0.088, 124.70), (21212, 0.1023, 201.08), (25452, 0.1133, 1946.32), (38462, 0.1243, 2426.71), (42420, 0.1353, 4043.85), ('inf', 0.1463, 4579.37)), + 'semi-monthly': ((734, 0.011, 0.0), (1740, 0.022, 8.07), (2746, 0.044, 30.20), (3812, 0.066, 74.46), (4818, 0.088, 144.82), (24614, 0.1023, 233.35), (29538, 0.1133, 2258.48), (41667, 0.1243, 2816.37), (49229, 0.1353, 4324.00), ('inf', 0.1463, 5347.14)), + 'monthly': ((1468, 0.011, 0.0), (3480, 0.022, 16.15), (5492, 0.044, 60.41), (7624, 0.066, 148.94), (9636, 0.088, 2889.65), (49228, 0.1023, 466.71), (59076, 0.1133, 4516.97), (83334, 0.1243, 5632.75), (98458, 0.1353, 8648.02), ('inf', 0.1463, 10694.30)), + 'quarterly': ((4404, 0.011, 0.0), (10442, 0.022, 48.44), (16480, 0.044, 181.28), (22876, 0.066, 446.95), (28912, 0.088, 869.09), (147686, 0.1023, 1400.26), (177222, 0.1133, 13550.84), (250000, 0.1243, 16897.27), (295371, 0.1353, 25943.58), ('inf', 0.1463, 32082.28)), + 'semi-annual': ((8808, 0.011, 0.0), (20884, 0.022, 96.89), (32960, 0.044, 362.56), (45752, 0.066, 893.90), (57824, 0.088, 1738.17), (295372, 0.1023, 2800.51), (354444, 0.1133, 27101.67), (500000, 0.1243, 33794.53), (590742, 0.1353, 51887.14), ('inf', 0.1463, 64164.53)), + 'annually': ((17618, 0.011, 0.0), (41766, 0.022, 193.80), (65920, 0.044, 725.06), (91506, 0.066, 1787.84), (115648, 0.088, 3476.52), (590746, 0.1023, 5601.02), (708890, 0.1133, 54203.55), (1000000, 0.1243, 67589.27), (1181484, 0.1353, 103774.24), ('inf', 0.1463, 128329.03)), + }, + 'single': { + 'weekly': ((169, 0.011, 0.0), (402, 0.022, 1.86), (634, 0.044, 6.99), (880, 0.066, 17.20), (1112, 0.088, 33.44), (5680, 0.1023, 53.86), (6816, 0.1133, 521.17), (11360, 0.1243, 649.88), (19231, 0.1353, 1214.70), ('inf', 0.1463, 2279.65)), + 'bi-weekly': ((338, 0.011, 0.0), (804, 0.022, 3.72), (1268, 0.044, 13.97), (1760, 0.066, 34.39), (2224, 0.088, 66.86), (11360, 0.1023, 107.69), (13632, 0.1133, 1042.30), (22720, 0.1243, 1299.72), (38462, 0.1353, 2429.36), ('inf', 0.1463, 4559.25)), + 'semi-monthly': ((367, 0.011, 0.0), (870, 0.022, 4.04), (1373, 0.044, 15.11), (1906, 0.066, 37.24), (2409, 0.088, 72.42), (12307, 0.1023, 116.68), (14769, 0.1133, 1129.25), (24614, 0.1243, 1408.19), (41667, 0.1353, 2631.92),('inf', 0.1463, 4939.19)), + 'monthly': ((734, 0.011, 0.0), (1740, 0.022, 8.07), (2746, 0.044, 30.20), (3812, 0.066, 74.46), (4818, 0.088, 144.82), (24614, 0.1023, 233.35), (29538, 0.1133, 2258.48), (49228, 0.1243, 2816.37), (83334, 0.1353, 5263.84), ('inf', 0.1463, 9878.38)), + 'quarterly': ((2202, 0.011, 0.0), (5221, 0.022, 24.22), (8240, 0.044, 90.64), (11438, 0.066, 223.48), (14456, 0.088, 434.55), (73843, 0.1023, 700.13), (88611, 0.1133, 6775.42), (147686, 0.1243, 8448.63), (250000, 0.1353, 15791.65), ('inf', 0.1463, 29634.73)), + 'semi-annual': ((4404, 0.011, 0.0), (10442, 0.022, 48.44), (16480, 0.044, 181.28), (22876, 0.066, 446.95), (28912, 0.088, 869.09), (147686, 0.1023, 1400.26), (177222, 0.1133, 13550.84), (295372, 0.1243, 16897.27), (500000, 0.1353, 31583.32), ('inf', 0.1463, 59269.49)), + 'annually': ((8809, 0.011, 0.0), (20883, 0.022, 96.90), (32960, 0.044, 362.53), (45753, 0.066, 893.92), (57824, 0.088, 1738.26), (295373, 0.1023, 2800.51), (354445, 0.1133, 27101.77), (590742, 0.1243, 33794.63), (1000000, 0.1353, 63166.35), ('inf', 0.1463, 118538.96)), + }, + } + + + + + + + US CA California Low Income Exemption Rate + us_ca_sit_income_exemption_rate + { + 'weekly': ( 280, 280, 561, 561), + 'bi-weekly': ( 561, 561, 1121, 1121), + 'semi-monthly': ( 607, 607, 1214, 1214), + 'monthly': ( 1214, 1214, 2429, 2429), + 'quarterly': ( 3643, 3643, 7287, 7287), + 'semi-annual': ( 7287, 7287, 14573, 14573), + 'annually': (14573, 14573, 29146, 29146), + } + + + + US CA California Low Income Exemption Rate + us_ca_sit_income_exemption_rate + { + 'weekly': ( 289, 289, 579, 579), + 'bi-weekly': ( 579, 579, 1157, 1157), + 'semi-monthly': ( 627, 627, 1253, 1253), + 'monthly': ( 1254, 1254, 2507, 2507), + 'quarterly': ( 3761, 3761, 7521, 7521), + 'semi-annual': ( 7521, 7521, 15042, 15042), + 'annually': (15042, 15042, 30083, 30083), + } + + + + + + + US CA California Estimated Deduction Rate + us_ca_sit_estimated_deduction_rate + { + 'weekly': ( 19, 38, 58, 77, 96, 115, 135, 154, 173, 192), + 'bi-weekly': ( 38, 77, 115, 154, 192, 231, 269, 308, 346, 385), + 'semi-monthly': ( 42, 83, 125, 167, 208, 250, 292, 333, 375, 417), + 'monthly': ( 83, 167, 250, 333, 417, 500, 583, 667, 750, 833), + 'quarterly': ( 250, 500, 750, 1000, 1250, 1500, 1750, 2000, 2250, 2500), + 'semi-annual': ( 500, 1000, 1500, 2000, 2500, 3000, 3500, 4000, 4500, 5000), + 'annually': (1000, 2000, 3000, 4000, 5000, 6000, 7000, 8000, 9000, 10000), + } + + + + US CA California Estimated Deduction Rate + us_ca_sit_estimated_deduction_rate + { + 'weekly': ( 19, 38, 58, 77, 96, 115, 135, 154, 173, 192), + 'bi-weekly': ( 38, 77, 115, 154, 192, 231, 269, 308, 346, 385), + 'semi-monthly': ( 42, 83, 125, 167, 208, 250, 292, 333, 375, 417), + 'monthly': ( 83, 167, 250, 333, 417, 500, 583, 667, 750, 833), + 'quarterly': ( 250, 500, 750, 1000, 1250, 1500, 1750, 2000, 2250, 2500), + 'semi-annual': ( 500, 1000, 1500, 2000, 2500, 3000, 3500, 4000, 4500, 5000), + 'annually': (1000, 2000, 3000, 4000, 5000, 6000, 7000, 8000, 9000, 10000), + } + + + + + + + US CA California Standard Deduction Rate + us_ca_sit_standard_deduction_rate + { + 'weekly': ( 85, 85, 169, 169), + 'bi-weekly': ( 169, 169, 339, 339), + 'semi-monthly': ( 183, 183, 367, 367), + 'monthly': ( 367, 367, 734, 734), + 'quarterly': (1100, 1100, 2201, 2201), + 'semi-annual': (2201, 2201, 4401, 4401), + 'annually': (4401, 4401, 8802, 8802), + } + + + + US CA California Standard Deduction Rate + us_ca_sit_standard_deduction_rate + { + 'weekly': ( 87, 87, 175, 175), + 'bi-weekly': ( 175, 175, 349, 349), + 'semi-monthly': ( 189, 189, 378, 378), + 'monthly': ( 378, 378, 756, 756), + 'quarterly': (1134, 1134, 2269, 2269), + 'semi-annual': (2269, 2269, 4537, 4537), + 'annually': (4537, 4537, 9074, 9074), + } + + + + + + + US CA California Exemption Allowance Rate + us_ca_sit_exemption_allowance_rate + { + 'weekly': ( 2.41, 4.82, 7.23, 9.65, 12.06, 14.47, 16.88, 19.29, 21.70, 24.12), + 'bi-weekly': ( 4.82, 9.65, 14.47, 19.29, 24.12, 28.94, 33.76, 38.58, 43.41, 48.23), + 'semi-monthly': ( 5.23, 10.45, 15.68, 20.90, 26.13, 31.35, 36.58, 41.80, 47.03, 52.25), + 'monthly': ( 10.45, 20.90, 31.35, 41.80, 52.25, 62.70, 73.15, 83.60, 94.05, 104.50), + 'quarterly': ( 31.35, 62.70, 94.05, 125.40, 156.75, 188.10, 219.45, 250.80, 282.15, 313.50), + 'semi-annual': ( 62.70, 125.40, 188.10, 250.80, 313.50, 376.20, 438.90, 501.60, 564.30, 627.00), + 'annually': (125.40, 250.80, 376.20, 501.60, 627.00, 752.40, 877.80, 1003.20, 1128.60, 1254.00), + } + + + + US CA California Exemption Allowance Rate + us_ca_sit_exemption_allowance_rate + { + 'weekly': ( 2.58, 5.16, 7.74, 10.32, 12.90, 15.48, 18.07, 20.65, 23.23, 25.81), + 'bi-weekly': ( 5.16, 10.32, 15.48, 20.65, 25.81, 30.97, 36.13, 41.29, 46.45, 51.62), + 'semi-monthly': ( 5.59, 11.18, 16.78, 22.37, 27.96, 33.55, 39.14, 44.73, 50.33, 55.92), + 'monthly': ( 11.18, 22.37, 33.55, 44.73, 55.92, 67.10, 78.28, 89.47, 100.65, 111.83), + 'quarterly': ( 33.55, 67.10, 100.65, 134.20, 167.75, 201.30, 234.85, 268.40, 301.95, 335.50), + 'semi-annual': ( 67.10, 134.20, 201.30, 268.40, 335.50, 402.60, 469.70, 536.80, 603.90, 671.00), + 'annually': (134.20, 268.40, 402.60, 536.80, 671.00, 805.20, 939.40, 1073.60, 1207.80, 1342.00), + } + + + + + + + US California - Department of Taxation (CA DE88) - Unemployment Tax + 1 + + + US California - Department of Taxation (CA DE88) - Unemployment Tax + + + + + US California - Department of Taxation - Income Tax + 1 + + + US California - Department of Taxation - Income Tax + + + + + + + + + + ER: US CA California State Unemployment + ER_US_CA_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ca_suta_wage_base', rate='us_ca_suta_rate', state_code='CA') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ca_suta_wage_base', rate='us_ca_suta_rate', state_code='CA') + + + + + + + + ER: US CA California State Employee Training Tax + ER_US_CA_SUTA_ETT + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ca_suta_wage_base', rate='us_ca_suta_ett_rate', state_code='CA') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ca_suta_wage_base', rate='us_ca_suta_ett_rate', state_code='CA') + + + + + + + + EE: US CA California State Disability Insurance + EE_US_CA_SUTA_SDI + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ca_suta_wage_base', rate='us_ca_suta_sdi_rate', state_code='CA') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ca_suta_wage_base', rate='us_ca_suta_sdi_rate', state_code='CA') + + + + + + + + EE: US CA California State Income Tax Withholding + EE_US_CA_SIT + python + result, _ = ca_california_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = ca_california_state_income_withholding(payslip, categories, worked_days, inputs) + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/data/state/co_colorado.xml b/l10n_us_hr_payroll/data/state/co_colorado.xml new file mode 100644 index 00000000..f28e4f18 --- /dev/null +++ b/l10n_us_hr_payroll/data/state/co_colorado.xml @@ -0,0 +1,89 @@ + + + + + + US CO Colorado SUTA Wage Base + us_co_suta_wage_base + 13600.0 + + + + + + + + US CO Colorado SUTA Rate + us_co_suta_rate + 1.7 + + + + + + + US CO Colorado SIT Tax Rate + us_co_sit_tax_rate + 4.63 + + + + + + + US CO Colorado SIT Exemption Rate + us_co_sit_exemption_rate + 4000 + + + + + + + US Colorado - Department of Labor and Employment - Unemployment Tax + 1 + + + US Colorado - Department of Labor and Employment - Unemployment Tax + + + + + US Colorado - Division of Revenue - Income Tax + 1 + + + US Colorado - Division of Revenue - Income Tax + + + + + + + + + + ER: US CO Colorado State Unemployment + ER_US_CO_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_co_suta_wage_base', rate='us_co_suta_rate', state_code='CO') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_co_suta_wage_base', rate='us_co_suta_rate', state_code='CO') + + + + + + + + EE: US CO Colorado State Income Tax Withholding + EE_US_CO_SIT + python + result, _ = co_colorado_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = co_colorado_state_income_withholding(payslip, categories, worked_days, inputs) + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/data/state/ct_connecticut.xml b/l10n_us_hr_payroll/data/state/ct_connecticut.xml new file mode 100644 index 00000000..800ba3e3 --- /dev/null +++ b/l10n_us_hr_payroll/data/state/ct_connecticut.xml @@ -0,0 +1,1212 @@ + + + + + + US CT Connecticut SUTA Wage Base + us_ct_suta_wage_base + 15000.0 + + + + US CT Connecticut SUTA Wage Base + us_ct_suta_wage_base + 15000.0 + + + + + + + + US CT Connecticut SUTA Rate + us_ct_suta_rate + 3.4 + + + + US CT Connecticut SUTA Rate + us_ct_suta_rate + 3.2 + + + + + + + US CT Connecticut SIT Initial Tax Rate + us_ct_sit_initial_tax_rate + { + 'a': [ + ( 10000, 0, 3.00), + ( 50000, 300, 5.00), + (100000, 2300, 5.50), + (200000, 5050, 6.00), + (250000, 11050, 6.50), + (500000, 14300, 6.90), + ( 'inf', 31550, 6.99), + ], + 'b': [ + ( 16000, 0, 3.00), + ( 80000, 480, 5.00), + (160000, 3680, 5.50), + (320000, 8080, 6.00), + (400000, 17680, 6.50), + (800000, 22880, 6.90), + ( 'inf', 50480, 6.99), + ], + 'c': [ + ( 20000, 0, 3.00), + ( 100000, 600, 5.00), + ( 200000, 4600, 5.50), + ( 400000, 10100, 6.00), + ( 500000, 22100, 6.50), + (1000000, 28600, 6.90), + ( 'inf', 63100, 6.99), + ], + 'd': [ + ( 10000, 0, 3.00), + ( 50000, 300, 5.00), + (100000, 2300, 5.50), + (200000, 5050, 6.00), + (250000, 11050, 6.50), + (500000, 14300, 6.90), + ( 'inf', 31550, 6.99), + ], + 'f': [ + ( 10000, 0, 3.00), + ( 50000, 300, 5.00), + (100000, 2300, 5.50), + (200000, 5050, 6.00), + (250000, 11050, 6.50), + (500000, 14300, 6.90), + ( 'inf', 31550, 6.99), + ], + } + + + + US CT Connecticut SIT Initial Tax Rate + us_ct_sit_initial_tax_rate + { + 'a': [ + ( 10000, 0, 3.00), + ( 50000, 300, 5.00), + (100000, 2300, 5.50), + (200000, 5050, 6.00), + (250000, 11050, 6.50), + (500000, 14300, 6.90), + ( 'inf', 31550, 6.99), + ], + 'b': [ + ( 16000, 0, 3.00), + ( 80000, 480, 5.00), + (160000, 3680, 5.50), + (320000, 8080, 6.00), + (400000, 17680, 6.50), + (800000, 22880, 6.90), + ( 'inf', 50480, 6.99), + ], + 'c': [ + ( 20000, 0, 3.00), + ( 100000, 600, 5.00), + ( 200000, 4600, 5.50), + ( 400000, 10100, 6.00), + ( 500000, 22100, 6.50), + (1000000, 28600, 6.90), + ( 'inf', 63100, 6.99), + ], + 'd': [ + ( 10000, 0, 3.00), + ( 50000, 300, 5.00), + (100000, 2300, 5.50), + (200000, 5050, 6.00), + (250000, 11050, 6.50), + (500000, 14300, 6.90), + ( 'inf', 31550, 6.99), + ], + 'f': [ + ( 10000, 0, 3.00), + ( 50000, 300, 5.00), + (100000, 2300, 5.50), + (200000, 5050, 6.00), + (250000, 11050, 6.50), + (500000, 14300, 6.90), + ( 'inf', 31550, 6.99), + ], + } + + + + + + + US CT Connecticut Tax Rate + us_ct_sit_tax_rate + { + 'a': [ + (50250, 0), + (52750, 20), + (55250, 40), + (57750, 60), + (60250, 80), + (62750, 100), + (65250, 120), + (67750, 140), + (70250, 160), + (72750, 180), + ('inf', 200), + ], + 'b': [ + ( 78500, 0), + ( 82500, 32), + ( 86500, 64), + ( 90500, 96), + ( 94500, 128), + ( 98500, 160), + (102500, 192), + (106500, 224), + (110500, 256), + (114500, 288), + ( 'inf', 320), + ], + 'c': [ + (100500, 0), + (105500, 40), + (110500, 80), + (115500, 120), + (120500, 160), + (125500, 200), + (130500, 240), + (135500, 280), + (140500, 320), + (145500, 360), + ( 'inf', 400), + + ], + 'd': [ + (50250, 0), + (52750, 20), + (55250, 40), + (57750, 60), + (60250, 80), + (62750, 100), + (65250, 120), + (67750, 140), + (70250, 160), + (72750, 180), + ('inf', 200), + ], + 'f': [ + ( 56500, 0), + ( 61500, 20), + ( 66500, 40), + ( 71500, 60), + ( 76500, 80), + ( 81500, 100), + ( 86500, 120), + ( 91500, 140), + ( 96500, 160), + (101500, 180), + ( 'inf', 200), + ], + } + + + + US CT Connecticut Tax Rate + us_ct_sit_tax_rate + { + 'a': [ + (50250, 0), + (52750, 20), + (55250, 40), + (57750, 60), + (60250, 80), + (62750, 100), + (65250, 120), + (67750, 140), + (70250, 160), + (72750, 180), + ('inf', 200), + ], + 'b': [ + ( 78500, 0), + ( 82500, 32), + ( 86500, 64), + ( 90500, 96), + ( 94500, 128), + ( 98500, 160), + (102500, 192), + (106500, 224), + (110500, 256), + (114500, 288), + ( 'inf', 320), + ], + 'c': [ + (100500, 0), + (105500, 40), + (110500, 80), + (115500, 120), + (120500, 160), + (125500, 200), + (130500, 240), + (135500, 280), + (140500, 320), + (145500, 360), + ( 'inf', 400), + + ], + 'd': [ + (50250, 0), + (52750, 20), + (55250, 40), + (57750, 60), + (60250, 80), + (62750, 100), + (65250, 120), + (67750, 140), + (70250, 160), + (72750, 180), + ('inf', 200), + ], + 'f': [ + ( 56500, 0), + ( 61500, 20), + ( 66500, 40), + ( 71500, 60), + ( 76500, 80), + ( 81500, 100), + ( 86500, 120), + ( 91500, 140), + ( 96500, 160), + (101500, 180), + ( 'inf', 200), + 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(44000, 13000), + (45000, 12000), + (46000, 11000), + (47000, 10000), + (48000, 9000), + (49000, 8000), + (50000, 7000), + (51000, 6000), + (52000, 5000), + (53000, 4000), + (54000, 3000), + (55000, 2000), + (56000, 1000), + ('inf', 0), + ], + 'c': [ + (48000, 24000), + (49000, 23000), + (50000, 22000), + (51000, 21000), + (52000, 20000), + (53000, 19000), + (54000, 18000), + (55000, 17000), + (56000, 16000), + (57000, 15000), + (58000, 14000), + (59000, 13000), + (60000, 12000), + (61000, 11000), + (62000, 10000), + (63000, 9000), + (64000, 8000), + (65000, 7000), + (66000, 6000), + (67000, 5000), + (68000, 4000), + (69000, 3000), + (70000, 2000), + (71000, 1000), + ('inf', 0), + ], + 'f' : [ + (30000, 15000), + (31000, 14000), + (22000, 13000), + (33000, 12000), + (34000, 11000), + (35000, 10000), + (36000, 9000), + (37000, 8000), + (38000, 7000), + (39000, 6000), + (40000, 5000), + (41000, 4000), + (42000, 3000), + (43000, 2000), + (44000, 1000), + ('inf', 0), + ], + } + + + + US CT Connecticut Personal Exemption Rate + us_ct_sit_personal_exemption_rate + { + 'a' : [ + (24000, 12000), + (25000, 11000), + (26000, 10000), + (27000, 9000), + (28000, 8000), + (29000, 7000), + (30000, 6000), + (31000, 5000), + (32000, 4000), + (33000, 3000), + (34000, 2000), + (35000, 1000), + ('inf', 0), + ], + 'b' : [ + (38000, 19000), + (39000, 18000), + (40000, 17000), + (41000, 16000), + (42000, 15000), + (43000, 14000), + (44000, 13000), + (45000, 12000), + (46000, 11000), + (47000, 10000), + (48000, 9000), + (49000, 8000), + (50000, 7000), + (51000, 6000), + (52000, 5000), + (53000, 4000), + (54000, 3000), + (55000, 2000), + (56000, 1000), + ('inf', 0), + ], + 'c': [ + (48000, 24000), + (49000, 23000), + (50000, 22000), + (51000, 21000), + (52000, 20000), + (53000, 19000), + (54000, 18000), + (55000, 17000), + (56000, 16000), + (57000, 15000), + (58000, 14000), + (59000, 13000), + (60000, 12000), + (61000, 11000), + (62000, 10000), + (63000, 9000), + (64000, 8000), + (65000, 7000), + (66000, 6000), + (67000, 5000), + (68000, 4000), + (69000, 3000), + (70000, 2000), + (71000, 1000), + ('inf', 0), + ], + 'f' : [ + (30000, 15000), + (31000, 14000), + (22000, 13000), + (33000, 12000), + (34000, 11000), + (35000, 10000), + (36000, 9000), + (37000, 8000), + (38000, 7000), + (39000, 6000), + (40000, 5000), + (41000, 4000), + (42000, 3000), + (43000, 2000), + (44000, 1000), + ('inf', 0), + ], + } + + + + + + + US Connecticut - Department of Labor (CDOL) - Unemployment Tax + + + US Connecticut - Department of Labor (CDOL) - Unemployment Tax + + + + + US Connecticut - Department of Revenue Services (CDRS) - Income Tax + + + US Connecticut - Department of Revenue Services (CDRS) - Unemployment Tax + + + + + + + + + + ER: US CT Connecticut State Unemployment + ER_US_CT_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ct_suta_wage_base', rate='us_ct_suta_rate', state_code='CT') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ct_suta_wage_base', rate='us_ct_suta_rate', state_code='CT') + + + + + + + + EE: US CT Connecticut State Income Tax Withholding + EE_US_CT_SIT + python + result, _ = ct_connecticut_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = ct_connecticut_state_income_withholding(payslip, categories, worked_days, inputs) + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/data/state/de_delaware.xml b/l10n_us_hr_payroll/data/state/de_delaware.xml new file mode 100644 index 00000000..c37a2df5 --- /dev/null +++ b/l10n_us_hr_payroll/data/state/de_delaware.xml @@ -0,0 +1,107 @@ + + + + + + US DE Delaware SUTA Wage Base + us_de_suta_wage_base + 16500.0 + + + + + + + + US DE Delaware SUTA Rate + us_de_suta_rate + 1.50 + + + + + + + US DE Delaware SIT Tax Rate + us_de_sit_tax_rate + [ + ( 2000, 0.0, 0.00), + ( 5000, 0.0, 2.20), + (10000, 66.0, 3.90), + (20000, 261.0, 4.80), + (25000, 741.0, 5.20), + (60000, 1001.0, 5.55), + ('inf', 2943.0, 6.60), + + ] + + + + + + + US DE Delaware Standard Deduction Rate + us_de_sit_standard_deduction_rate + 3250 + + + + + + + US DE Delaware Personal Exemption Rate + us_de_sit_personal_exemption_rate + 110 + + + + + + + US Delaware - Division of Unemployment Insurance - Unemployment Tax + 1 + + + US Delaware - Division of Unemployment Insurance - Unemployment Tax + + + + + US Delaware - Division of Revenue - Income Tax + 1 + + + US Delaware - Division of Revenue - Unemployment Tax + + + + + + + + + + ER: US DE Delaware State Unemployment + ER_US_DE_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_de_suta_wage_base', rate='us_de_suta_rate', state_code='DE') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_de_suta_wage_base', rate='us_de_suta_rate', state_code='DE') + + + + + + + + EE: US DE Delaware State Income Tax Withholding + EE_US_DE_SIT + python + result, _ = de_delaware_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = de_delaware_state_income_withholding(payslip, categories, worked_days, inputs) + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/data/state/hi_hawaii.xml b/l10n_us_hr_payroll/data/state/hi_hawaii.xml new file mode 100644 index 00000000..1cbd4721 --- /dev/null +++ b/l10n_us_hr_payroll/data/state/hi_hawaii.xml @@ -0,0 +1,121 @@ + + + + + + US HI Hawaii SUTA Wage Base + us_hi_suta_wage_base + 46800.0 + + + + US HI Hawaii SUTA Wage Base + us_hi_suta_wage_base + 48100.0 + + + + + + + + US HI Hawaii SUTA Rate + us_hi_suta_rate + 2.40 + + + + US HI Hawaii SUTA Rate + us_hi_suta_rate + 2.40 + + + + + + + US HI Hawaii SIT Tax Rate + us_hi_sit_tax_rate + { + 'single': ((2400, 0.00, 1.40), (4800, 34.00, 3.20), (9600, 110.00, 5.50), (14400, 374.00, 6.40), (19200, 682.00, 6.80), (24000, 1008.00, 7.20), (36000, 1354.00, 7.60), ('inf', 2266.00, 7.90)), + 'married': ((4800, 0.00, 1.40), (9600, 67.00, 3.20), (19200, 221.00, 5.50), (28800, 749.00, 6.40), (38400, 1363.00, 6.80), (48000, 2016.00, 7.20), (72000, 2707.00, 7.60), ('inf', 4531.00, 7.90)), + 'head_of_household': ((2400, 0.00, 1.40), (4800, 34.00, 3.20), (9600, 110.00, 5.50), (14400, 374.00, 6.40), (19200, 682.00, 6.80), (24000, 1008.00, 7.20), (36000, 1354.00, 7.60), ('inf', 2266.00, 7.90)), + } + + + + US HI Hawaii SIT Tax Rate + us_hi_sit_tax_rate + { + 'single': ((2400, 0.00, 1.40), (4800, 34.00, 3.20), (9600, 110.00, 5.50), (14400, 374.00, 6.40), (19200, 682.00, 6.80), (24000, 1008.00, 7.20), (36000, 1354.00, 7.60), ('inf', 2266.00, 7.90)), + 'married': ((4800, 0.00, 1.40), (9600, 67.00, 3.20), (19200, 221.00, 5.50), (28800, 749.00, 6.40), (38400, 1363.00, 6.80), (48000, 2016.00, 7.20), (72000, 2707.00, 7.60), ('inf', 4531.00, 7.90)), + 'head_of_household': ((2400, 0.00, 1.40), (4800, 34.00, 3.20), (9600, 110.00, 5.50), (14400, 374.00, 6.40), (19200, 682.00, 6.80), (24000, 1008.00, 7.20), (36000, 1354.00, 7.60), ('inf', 2266.00, 7.90)), + } + + + + + + + US HI Hawaii Personal Exemption Rate + us_hi_sit_personal_exemption_rate + 1144 + + + + US HI Hawaii Personal Exemption Rate + us_hi_sit_personal_exemption_rate + 1144 + + + + + + + US Hawaii - Department of Labor and Industrial Relations - Unemployment Tax + 1 + + + US Hawaii - Department of Labor and Industrial Relations - Unemployment Tax + + + + + US Hawaii - Department of Taxation - Income Tax + 1 + + + US Hawaii - Department of Taxation - Income Tax + + + + + + + + + + ER: US HI Hawaii State Unemployment + ER_US_HI_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_hi_suta_wage_base', rate='us_hi_suta_rate', state_code='HI') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_hi_suta_wage_base', rate='us_hi_suta_rate', state_code='HI') + + + + + + + + EE: US HI Hawaii State Income Tax Withholding + EE_US_HI_SIT + python + result, _ = hi_hawaii_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = hi_hawaii_state_income_withholding(payslip, categories, worked_days, inputs) + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/data/state/ia_iowa.xml b/l10n_us_hr_payroll/data/state/ia_iowa.xml new file mode 100644 index 00000000..27e0bcd3 --- /dev/null +++ b/l10n_us_hr_payroll/data/state/ia_iowa.xml @@ -0,0 +1,168 @@ + + + + + + US IA Iowa SUTA Wage Base + us_ia_suta_wage_base + 30600.0 + + + + US IA Iowa SUTA Wage Base + us_ia_suta_wage_base + 31600.0 + + + + + + + + US IA Iowa SUTA Rate + us_ia_suta_rate + 1.0 + + + + US IA Iowa SUTA Rate + us_ia_suta_rate + 1.0 + + + + + + + US IA Iowa SIT Tax Rate + us_ia_sit_tax_rate + { + 'daily': [(5.13, 0.0033, 0.0), (10.25, 0.0067, 0.02), (20.50, 0.0225, 0.05), (46.13, 0.0414, 0.28), (76.89, 0.0563, 1.34), (102.52, 0.0596, 3.07), (153.78, 0.0625, 4.60), (230.68, 0.0744, 7.80), ('inf', 0.0853, 13.52)], + 'weekly': [(25.63, 0.0033, 0.0), (51.27, 0.0067, 0.08), (102.52, 0.0225, 0.025), (230.67, 0.0414, 1.40), (384.46, 0.0563, 6.71), (512.62, 0.0596, 15.37), (768.92, 0.0625, 23.01), (1153.38, 0.0744, 39.03), ('inf', 0.0853, 67.63)], + 'bi-weekly': [(51.27, 0.0033, 0.00), (102.54, 0.0067, 0.17), (205.04, 0.00225, 0.51), (461.35, 0.0414, 2.82), (768.92, 0.0563, 13.43), (1025.23, 0.0596, 30.75), (1537.85, 0.0625, 46.03), (2306.77, 0.0744, 78.07), ('inf', 0.0853, 135.28)], + 'semi-monthly': [(55.54, 0.0033, 0.00), (111.08, 0.0067, 0.18), (222.13, 0.0225, 0.55), (499.79, 0.0414, 3.05), (833.00, 0.0563, 14.59), (1110.67, 0.0596, 33.31), (1666.00, 0.0625, 49.86), (2499.00, 0.0744, 84.57), ('inf', 0.0853, 146.55)], + 'monthly': [(111.08, 0.0033, 0.00), (222.17, 0.0067, 0.37), (444.25, 0.0225, 1.11), (999.58, 0.0414, 6.11), (1666.00, 0.0563, 29.10), (2221.33, 0.0596, 62.66), (3332.00, 0.0625, 99.72), (4998.00, 0.0744, 169.14), ('inf', 0.0853, 293.09)], + 'annual': [(1333.00, 0.0033, 0.00), (2666.00, 0.0067, 4.40), (5331.00, 0.0225, 13.33), (11995.00, 0.0414, 73.29), (19992.00, 0.0563, 349.19), (26656.00, 0.0596, 799.41), (39984.00, 0.0625, 1196.58), (59976.00, 0.0744, 2029.58), ('inf', 0.0853, 3516.98)], + } + + + + US IA Iowa SIT Tax Rate + us_ia_sit_tax_rate + { + 'daily': [(5.69, 0.0033, 0.0), (11.38, 0.0067, 0.02), (22.76, 0.0225, 0.06), (51.22, 0.0414, 0.32), (85.36, 0.0563, 1.50), (113.81, 0.0596, 3.42), (170.71, 0.0625, 5.12), (256.07, 0.0744, 8.68), ('inf', 0.0853, 15.03)], + 'weekly': [(28.46, 0.0033, 0.0), (56.90, 0.0067, 0.09), (113.81, 0.0225, 0.028), (256.08, 0.0414, 1.56), (426.79, 0.0563, 7.45), (569.04, 0.0596, 17.06), (853.56, 0.0625, 25.54), (1280.35, 0.0744, 43.32), ('inf', 0.0853, 75.07)], + 'bi-weekly': [(56.92, 0.0033, 0.00), (113.81, 0.0067, 0.19), (227.62, 0.00225, 0.57), (512.15, 0.0414, 3.13), (853.58, 0.0563, 14.91), (1138.08, 0.0596, 34.13), (1707.12, 0.0625, 51.09), (2560.69, 0.0744, 86.66), ('inf', 0.0853, 150.17)], + 'semi-monthly': [(61.67, 0.0033, 0.00), (123.29, 0.0067, 0.20), (246.58, 0.0225, 0.61), (554.83, 0.0414, 3.38), (924.71, 0.0563, 16.14), (1232.92, 0.0596, 36.96), (1849.38, 0.0625, 55.33), (2774.08, 0.0744, 93.86), ('inf', 0.0853, 162.66)], + 'monthly': [(123.33, 0.0033, 0.00), (246.58, 0.0067, 0.41), (493.17, 0.0225, 1.24), (1109.67, 0.0414, 6.79), (1849.42, 0.0563, 32.31), (2465.83, 0.0596, 73.96), (3698.75, 0.0625, 110.70), (5548.17, 0.0744, 187.76), ('inf', 0.0853, 325.36)], + 'annual': [(1480.00, 0.0033, 0.00), (2959.00, 0.0067, 4.88), (5918.00, 0.0225, 14.79), (13316.00, 0.0414, 81.37), (22193.00, 0.0563, 387.65), (29590.00, 0.0596, 887.43), (44385.00, 0.0625, 1328.29), (66578.00, 0.0744, 2252.98), ('inf', 0.0853, 3904.14)], + } + + + + + + + US IA Iowa Standard Deduction Rate + us_ia_sit_standard_deduction_rate + { + 'daily': ( 6.50, 16.00), + 'weekly': ( 32.50, 80.00), + 'bi-weekly': ( 65.00, 160.00), + 'semi-monthly': ( 70.42, 173.33), + 'monthly': ( 140.83, 346.67), + 'annually': (1690.00, 4160.00), + } + + + + US IA Iowa Standard Deduction Rate + us_ia_sit_standard_deduction_rate + { + 'daily': ( 7.23, 17.81), + 'weekly': ( 36.15, 89.04), + 'bi-weekly': ( 72.31, 178.08), + 'semi-monthly': ( 78.33, 192.92), + 'monthly': ( 156.67, 385.83), + 'annually': (1880.00, 4630.00), + } + + + + + + + US IA Iowa Deduction Allowance Rate + us_ia_sit_deduction_allowance_rate + { + 'daily': 0.15, + 'weekly': 0.77, + 'bi-weekly': 1.54, + 'semi-monthly': 1.67, + 'monthly': 3.33, + 'annually': 40.00, + } + + + + US IA Iowa Deduction Allowance Rate + us_ia_sit_deduction_allowance_rate + { + 'daily': 0.15, + 'weekly': 0.77, + 'bi-weekly': 1.54, + 'semi-monthly': 1.67, + 'monthly': 3.33, + 'annually': 40.00, + } + + + + + + + US Iowa - Workforce Development - Unemployment Tax + + + US Iowa - Workforce Development - Unemployment Tax + + + + + US Iowa - Department of Revenue - Income Tax + + + US Iowa - Department of Revenue - Income Tax + + + + + + + + + + ER: US IA Iowa State Unemployment + ER_US_IA_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ia_suta_wage_base', rate='us_ia_suta_rate', state_code='IA') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ia_suta_wage_base', rate='us_ia_suta_rate', state_code='IA') + + + + + + + + EE: US IA Iowa State Income Tax Withholding + EE_US_IA_SIT + python + result, _ = ia_iowa_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = ia_iowa_state_income_withholding(payslip, categories, worked_days, inputs) + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/data/state/id_idaho.xml b/l10n_us_hr_payroll/data/state/id_idaho.xml new file mode 100644 index 00000000..be1c71f8 --- /dev/null +++ b/l10n_us_hr_payroll/data/state/id_idaho.xml @@ -0,0 +1,170 @@ + + + + + + US ID Idaho SUTA Wage Base + us_id_suta_wage_base + 40000.0 + + + + US ID Idaho SUTA Wage Base + us_id_suta_wage_base + 41600.0 + + + + + + + + US ID Idaho SUTA Rate + us_id_suta_rate + 1.0 + + + + US ID Idaho SUTA Rate + us_id_suta_rate + 1.0 + + + + + + + US ID Idaho SIT Tax Rate + us_id_sit_tax_rate + { + 'single': { + 'weekly': ((235, 0.00, 0.00), (264, 0.00, 1.125), (294, 0.00, 3.125), (324, 1.00, 3.625), (353, 2.00, 4.625), (383, 4.00, 5.625), (457, 5.00, 6.625), ('inf', 10.00, 6.925)), + 'bi-weekly': ((469, 0.00, 0.00), (529, 0.00, 1.125), (588, 1.00, 3.125), (647, 3.00, 3.625), (706, 5.00, 4.625), (766, 7.00, 5.625), (914, 11.00, 6.625), ('inf', 21.00, 6.925)), + 'semi-monthly': ((508, 0.00, 0.00), (573, 0.00, 1.125), (637, 1.00, 3.125), (701, 3.00, 3.625), (765, 5.00, 4.625), (829, 8.00, 5.625), (990, 12.00, 6.625), ('inf', 22.00, 6.925)), + 'monthly': ((1017, 0.00, 0.00), (1145, 0.00, 1.125), (1273, 1.00, 3.125), (1402, 5.00, 3.625), (1530, 10.00, 4.625), (1659, 16.00, 5.625), (1980, 23.00, 6.625), ('inf', 45.00, 6.925)), + 'annually': ((12200, 0.00, 0.00), (13741, 0.00, 1.125), (15281, 17.00, 3.125), (16822, 65.00, 3.625), (18362, 121.00, 4.625), (19903, 192.00, 5.625), (23754, 279.00, 6.625), ('inf', 534.00, 6.925)), + }, + 'married': { + 'weekly': ((469, 0.00, 0.00), (529, 0.00, 1.125), (588, 0.00, 3.125), (647, 1.00, 3.625), (706, 2.00, 4.625), (766, 4.00, 5.625), (914, 5.00, 6.625), ('inf', 10.00, 6.925)), + 'bi-weekly': ((938, 0.00, 0.00), (1057, 0.00, 1.125), (1175, 1.00, 3.125), (1294, 5.00, 3.625), (1412, 9.00, 4.625), (1531, 15.00, 5.625), (1827, 21.00, 6.625), ('inf', 41.00, 6.925)), + 'semi-monthly': ((1017, 0.00, 0.00), (1145, 0.00, 1.125), (1273, 1.00, 3.125), (1402, 5.00, 3.625), (1530, 10.00, 4.625), (1659, 16.00, 5.625), (1980, 23.00, 6.625), ('inf', 45.00, 6.925)), + 'monthly': ((2033, 0.00, 0.00), (2290, 0.00, 1.125), (2547, 3.00, 3.125), (2804, 11.00, 3.625), (3060, 20.00, 4.625), (3317, 32.00, 5.625), (3959, 47.00, 6.625), ('inf', 89.00, 6.925)), + 'annually': ((24400, 0.00, 0.00), (27482, 0.00, 1.125), (30562, 35.00, 3.125), (33644, 131.00, 3.625), (36724, 243.00, 4.625), (39806, 385.00, 5.625), (47508, 558.00, 6.625), ('inf', 1068.00, 6.925)), + }, + 'head of household': { + 'weekly': ((235, 0.00, 0.00), (264, 0.00, 1.125), (294, 0.00, 3.125), (324, 1.00, 3.625), (353, 2.00, 4.625), (383, 4.00, 5.625), (457, 5.00, 6.625), ('inf', 10.00, 6.925)), + 'bi-weekly': ((469, 0.00, 0.00), (529, 0.00, 1.125), (588, 1.00, 3.125), (647, 3.00, 3.625), (706, 5.00, 4.625), (766, 7.00, 5.625), (914, 11.00, 6.625), ('inf', 21.00, 6.925)), + 'semi-monthly': ((508, 0.00, 0.00), (573, 0.00, 1.125), (637, 1.00, 3.125), (701, 3.00, 3.625), (765, 5.00, 4.625), (829, 8.00, 5.625), (990, 12.00, 6.625), ('inf', 22.00, 6.925)), + 'monthly': ((1017, 0.00, 0.00), (1145, 0.00, 1.125), (1273, 1.00, 3.125), (1402, 5.00, 3.625), (1530, 10.00, 4.625), (1659, 16.00, 5.625), (1980, 23.00, 6.625), ('inf', 45.00, 6.925)), + 'annually': ((12200, 0.00, 0.00), (13741, 0.00, 1.125), (15281, 17.00, 3.125), (16822, 65.00, 3.625), (18362, 121.00, 4.625), (19903, 192.00, 5.625), (23754, 279.00, 6.625), ('inf', 534.00, 6.925)), + }, + } + + + + US ID Idaho SIT Tax Rate + us_id_sit_tax_rate + { + 'single': { + 'weekly': ((235, 0.00, 0.00), (264, 0.00, 1.125), (294, 0.00, 3.125), (324, 1.00, 3.625), (353, 2.00, 4.625), (383, 4.00, 5.625), (457, 5.00, 6.625), ('inf', 10.00, 6.925)), + 'bi-weekly': ((469, 0.00, 0.00), (529, 0.00, 1.125), (588, 1.00, 3.125), (647, 3.00, 3.625), (706, 5.00, 4.625), (766, 7.00, 5.625), (914, 11.00, 6.625), ('inf', 21.00, 6.925)), + 'semi-monthly': ((508, 0.00, 0.00), (573, 0.00, 1.125), (637, 1.00, 3.125), (701, 3.00, 3.625), (765, 5.00, 4.625), (829, 8.00, 5.625), (990, 12.00, 6.625), ('inf', 22.00, 6.925)), + 'monthly': ((1017, 0.00, 0.00), (1145, 0.00, 1.125), (1273, 1.00, 3.125), (1402, 5.00, 3.625), (1530, 10.00, 4.625), (1659, 16.00, 5.625), (1980, 23.00, 6.625), ('inf', 45.00, 6.925)), + 'annually': ((12200, 0.00, 0.00), (13741, 0.00, 1.125), (15281, 17.00, 3.125), (16822, 65.00, 3.625), (18362, 121.00, 4.625), (19903, 192.00, 5.625), (23754, 279.00, 6.625), ('inf', 534.00, 6.925)), + }, + 'married': { + 'weekly': ((469, 0.00, 0.00), (529, 0.00, 1.125), (588, 0.00, 3.125), (647, 1.00, 3.625), (706, 2.00, 4.625), (766, 4.00, 5.625), (914, 5.00, 6.625), ('inf', 10.00, 6.925)), + 'bi-weekly': ((938, 0.00, 0.00), (1057, 0.00, 1.125), (1175, 1.00, 3.125), (1294, 5.00, 3.625), (1412, 9.00, 4.625), (1531, 15.00, 5.625), (1827, 21.00, 6.625), ('inf', 41.00, 6.925)), + 'semi-monthly': ((1017, 0.00, 0.00), (1145, 0.00, 1.125), (1273, 1.00, 3.125), (1402, 5.00, 3.625), (1530, 10.00, 4.625), (1659, 16.00, 5.625), (1980, 23.00, 6.625), ('inf', 45.00, 6.925)), + 'monthly': ((2033, 0.00, 0.00), (2290, 0.00, 1.125), (2547, 3.00, 3.125), (2804, 11.00, 3.625), (3060, 20.00, 4.625), (3317, 32.00, 5.625), (3959, 47.00, 6.625), ('inf', 89.00, 6.925)), + 'annually': ((24400, 0.00, 0.00), (27482, 0.00, 1.125), (30562, 35.00, 3.125), (33644, 131.00, 3.625), (36724, 243.00, 4.625), (39806, 385.00, 5.625), (47508, 558.00, 6.625), ('inf', 1068.00, 6.925)), + }, + 'head of household': { + 'weekly': ((235, 0.00, 0.00), (264, 0.00, 1.125), (294, 0.00, 3.125), (324, 1.00, 3.625), (353, 2.00, 4.625), (383, 4.00, 5.625), (457, 5.00, 6.625), ('inf', 10.00, 6.925)), + 'bi-weekly': ((469, 0.00, 0.00), (529, 0.00, 1.125), (588, 1.00, 3.125), (647, 3.00, 3.625), (706, 5.00, 4.625), (766, 7.00, 5.625), (914, 11.00, 6.625), ('inf', 21.00, 6.925)), + 'semi-monthly': ((508, 0.00, 0.00), (573, 0.00, 1.125), (637, 1.00, 3.125), (701, 3.00, 3.625), (765, 5.00, 4.625), (829, 8.00, 5.625), (990, 12.00, 6.625), ('inf', 22.00, 6.925)), + 'monthly': ((1017, 0.00, 0.00), (1145, 0.00, 1.125), (1273, 1.00, 3.125), (1402, 5.00, 3.625), (1530, 10.00, 4.625), (1659, 16.00, 5.625), (1980, 23.00, 6.625), ('inf', 45.00, 6.925)), + 'annually': ((12200, 0.00, 0.00), (13741, 0.00, 1.125), (15281, 17.00, 3.125), (16822, 65.00, 3.625), (18362, 121.00, 4.625), (19903, 192.00, 5.625), (23754, 279.00, 6.625), ('inf', 534.00, 6.925)), + }, + } + + + + + + + US ID Idaho Child Tax Credit Allowance Rate + us_id_sit_ictcat_rate + { + 'weekly': 56.92, + 'bi-weekly': 113.85, + 'semi-monthly': 123.33, + 'monthly': 246.67, + 'annually': 2960.00, + } + + + + US ID Idaho Child Tax Credit Allowance Rate + us_id_sit_ictcat_rate + { + 'weekly': 56.92, + 'bi-weekly': 113.85, + 'semi-monthly': 123.33, + 'monthly': 246.67, + 'annually': 2960.00, + } + + + + + + + + US Idaho - Department of Labor (IDOL) - Unemployment Tax + 1 + + + US Idaho - Department of Labor (IDOL) - Unemployment Tax + + + + + US Idaho - State Tax Commission (ISTC) - Income Tax + 1 + + + US Idaho - State Tax Commission (ISTC) - Income Tax + + + + + + + + + + ER: US ID Idaho State Unemployment + ER_US_ID_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_id_suta_wage_base', rate='us_id_suta_rate', state_code='ID') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_id_suta_wage_base', rate='us_id_suta_rate', state_code='ID') + + + + + + + + EE: US ID Idaho State Income Tax Withholding + EE_US_ID_SIT + python + result, _ = id_idaho_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = id_idaho_state_income_withholding(payslip, categories, worked_days, inputs) + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/data/state/il_illinois.xml b/l10n_us_hr_payroll/data/state/il_illinois.xml index 731da1fb..2dbcac77 100644 --- a/l10n_us_hr_payroll/data/state/il_illinois.xml +++ b/l10n_us_hr_payroll/data/state/il_illinois.xml @@ -65,6 +65,7 @@ US Illinois - Department of Economic Security (IDES) - Unemployment Tax + 1 US Illinois - Department of Economic Security (IDES) - Unemployment Tax @@ -73,9 +74,10 @@ US Illinois - Department of Revenue (IDOR) - Income Tax + 1 - US Illinois - Department of Revenue (IDOR) - Unemployment Tax + US Illinois - Department of Revenue (IDOR) - Income Tax diff --git a/l10n_us_hr_payroll/data/state/nh_new_hampshire.xml b/l10n_us_hr_payroll/data/state/nh_new_hampshire.xml new file mode 100644 index 00000000..74504122 --- /dev/null +++ b/l10n_us_hr_payroll/data/state/nh_new_hampshire.xml @@ -0,0 +1,47 @@ + + + + + + US NH New Hampshire SUTA Wage Base + us_nh_suta_wage_base + 14000.00 + + + + + + + + US NH New Hampshire SUTA Rate + us_nh_suta_rate + 1.2 + + + + + + + US New Hampshire - Department of Employment Security - Unemployment Tax + 1 + + + US New Hampshire - Department of Employment Security - Unemployment Tax + + + + + + + + ER: US NH New Hampshire State Unemployment + ER_US_NH_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nh_suta_wage_base', rate='us_nh_suta_rate', state_code='NH') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nh_suta_wage_base', rate='us_nh_suta_rate', state_code='NH') + + + + + diff --git a/l10n_us_hr_payroll/data/state/nm_new_mexico.xml b/l10n_us_hr_payroll/data/state/nm_new_mexico.xml new file mode 100644 index 00000000..9eeadfa9 --- /dev/null +++ b/l10n_us_hr_payroll/data/state/nm_new_mexico.xml @@ -0,0 +1,107 @@ + + + + + + US NM New Mexico SUTA Wage Base + us_nm_suta_wage_base + 25800.0 + + + + + + + + US NM New Mexico SUTA Rate + us_nm_suta_rate + 1.0 + + + + + + + US NM New Mexico SIT Tax Rate + us_nm_sit_tax_rate + { + 'single': { + 'weekly': ((119, 0.00, 0.0), (225, 0.00, 1.7), (331, 1.80, 3.2), (427, 5.18, 4.7), (619, 9.70, 4.9), (927, 19.13, 4.9), (1369, 34.20, 4.9), ('inf', 55.88, 4.9)), + 'bi-weekly': ((238, 0.00, 0.0), (450, 0.00, 1.7), (662, 3.60, 3.2), (854, 10.37, 4.7), (1238, 19.40, 4.9), (1854, 38.25, 4.9), (2738, 68.40, 4.9), ('inf', 111.75, 4.9)), + 'semi-monthly': ((258, 0.00, 0.0), (488, 0.00, 1.7), (717, 3.90, 3.2), (925, 11.23, 4.7), (1342, 21.02, 4.9), (2008, 41.44, 4.9), (2967, 74.10, 4.9), ('inf', 121.06, 4.9)), + 'monthly': ((517, 0.00, 0.0), (975, 0.00, 1.7), (1433, 7.79, 3.2), (1850, 22.46, 4.7), (2683, 42.04, 4.9), (4017, 82.88, 4.9), (5933, 148.21, 4.9), ('inf', 242.13, 4.9)), + 'quarterly': ((1550, 0.00, 0.0), (2925, 0.00, 1.7), (4300, 23.38, 3.2), (5550, 67.38, 4.7), (8050, 126.13, 4.9), (12050, 248.63, 4.9), (17800, 444.63, 4.9), ('inf', 726.38, 4.9)), + 'semi-annual': ((3100, 0.00, 0.0), (5850, 0.00, 1.7), (8600, 46.75, 3.2), (11100, 134.75, 4.7), (16100, 252.25, 4.9), (24100, 497.25, 4.9), (35600, 889.25, 4.9), ('inf', 1452.75, 4.9)), + 'annually': ((6200, 0.00, 0.0), (11700, 0.00, 1.7), (17200, 93.50, 3.2), (22200, 269.50, 4.7), (32200, 504.50, 4.9), (48200, 994.50, 4.9), (71200, 1778.50, 4.9), ('inf', 2905.50, 4.9)), + }, + 'married': { + 'weekly': ((238, 0.00, 0.0), (392, 0.00, 1.7), (546, 2.62, 3.2), (700, 7.54, 4.7), (1008, 14.77, 4.9), (1469, 29.85, 4.9), (2162, 52.46, 4.9), ('inf', 86.38, 4.9)), + 'bi-weekly': ((477, 0.00, 0.0), (785, 0.00, 1.7), (1092, 5.23, 3.2), (1400, 15.08, 4.7), (2015, 29.54, 4.9), (2938, 59.69, 4.9), (4323, 104.92, 4.9), ('inf', 172.77, 4.9)), + 'semi-monthly': ((517, 0.00, 0.0), (850, 0.00, 1.7), (1183, 5.67, 3.2), (1517, 16.33, 4.7), (2183, 32.00, 4.9), (3183, 64.67, 4.9), (4683, 113.67, 4.9), ('inf', 187.17, 4.9)), + 'monthly': ((1033, 0.00, 0.0), (1700, 0.00, 1.7), (2367, 11.33, 3.2), (3033, 32.67, 4.7), (4367, 64.00, 4.9), (6367, 129.33, 4.9), (9367, 227.33, 4.9), ('inf', 374.33, 4.9)), + 'quarterly': ((3100, 0.00, 0.0), (5100, 0.00, 1.7), (7100, 34.00, 3.2), (9100, 98.00, 4.7), (13100, 192.00, 4.9), (19100, 388.00, 4.9), (28100, 682.00, 4.9), ('inf', 1123.00, 4.9)), + 'semi-annual': ((6200, 0.00, 0.0), (10200, 0.00, 1.7), (14200, 68.00, 3.2), (18200, 196.00, 4.7), (26200, 384.00, 4.9), (38200, 776.00, 4.9), (56200, 1364.00, 4.9), ('inf', 2246.00, 4.9)), + 'annually': ((12400, 0.00, 0.0), (20400, 0.00, 1.7), (28400, 136.00, 3.2), (36400, 392.00, 4.7), (52400, 768.00, 4.9), (76400, 1552.00, 4.9), (112400, 2728.00, 4.9), ('inf', 4492.00, 4.9)), + }, + 'married_as_single': { + 'weekly': ((179, 0.00, 0.0), (333, 0.00, 1.7), (487, 2.62, 3.2), (641, 7.54, 4.7), (949, 14.77, 4.9), (1410, 29.85, 4.9), (2102, 52.46, 4.9), ('inf', 86.38, 4.9)), + 'bi-weekly': ((359, 0.00, 0.0), (666, 0.00, 1.7), (974, 5.23, 3.2), (1282, 15.08, 4.7), (1897, 29.54, 4.9), (2820, 59.69, 4.9), (4205, 104.92, 4.9), ('inf', 172.77, 4.9)), + 'semi-monthly': ((389, 0.00, 0.0), (722, 0.00, 1.7), (1055, 5.67, 3.2), (1389, 16.33, 4.7), (2055, 32.00, 4.9), (3055, 64.67, 4.9), (4555, 113.67, 4.9), ('inf', 187.17, 4.9)), + 'monthly': ((777, 0.00, 0.0), (1444, 0.00, 1.7), (2110, 11.33, 3.2), (2777, 32.67, 4.7), (4110, 64.00, 4.9), (6110, 129.33, 4.9), (9110, 227.33, 4.9), ('inf', 374.33, 4.9)), + 'quarterly': ((2331, 0.00, 0.0), (4331, 0.00, 1.7), (6331, 34.00, 3.2), (8331, 98.00, 4.7), (12331, 192.00, 4.9), (18331, 388.00, 4.9), (27331, 682.00, 4.9), ('inf', 1123.00, 4.9)), + 'semi-annual': ((4663, 0.00, 0.0), (8663, 0.00, 1.7), (12663, 68.00, 3.2), (16663, 196.00, 4.7), (24663, 384.00, 4.9), (36663, 776.00, 4.9), (54663, 1364.00, 4.9), ('inf', 2246.00, 4.9)), + 'annually': ((9325, 0.00, 0.0), (17325, 0.00, 1.7), (25325, 136.00, 3.2), (33325, 392.00, 4.7), (49325, 768.00, 4.9), (73325, 1552.00, 4.9), (109325, 2728.00, 4.9), ('inf', 4492.00, 4.9)), + } + } + + + + + + + + US New Mexico - Department of Workforce Solutions - Unemployment Tax + + + US New Mexico - Department of Workforce Solutions - Unemployment Tax + + + + + US New Mexico - Department of Taxation and Revenue - Income Tax + + + US New Mexico - Department of Taxation and Revenue - Unemployment Tax + + + + + + + + + + ER: US NM New Mexico State Unemployment + ER_US_NM_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nm_suta_wage_base', rate='us_nm_suta_rate', state_code='NM') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nm_suta_wage_base', rate='us_nm_suta_rate', state_code='NM') + + + + + + + + EE: US NM New Mexico State Income Tax Withholding + EE_US_NM_SIT + python + result, _ = nm_new_mexico_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = nm_new_mexico_state_income_withholding(payslip, categories, worked_days, inputs) + + + + + \ No newline at end of file diff --git a/l10n_us_hr_payroll/migrations/data.py b/l10n_us_hr_payroll/migrations/data.py index e6077043..7e492499 100644 --- a/l10n_us_hr_payroll/migrations/data.py +++ b/l10n_us_hr_payroll/migrations/data.py @@ -9,6 +9,11 @@ FIELDS_CONTRACT_TO_US_PAYROLL_FORMS_2020 = { 'fica_exempt': 'fed_941_fica_exempt', 'futa_type': 'fed_940_type', # State + 'al_a4_filing_status': 'al_a4_sit_exemptions', + 'al_a4_dependents': 'al_a4_sit_dependents', + 'al_a4_personal_exemption': 'state_income_tax_exempt', + 'al_a4_additional_wh': 'state_income_tax_additional_withholding', + 'ar_w4_allowances': 'ar_ar4ec_sit_allowances', 'ar_w4_tax_exempt': 'state_income_tax_exempt', 'ar_w4_additional_wh': 'state_income_tax_additional_withholding', @@ -16,11 +21,25 @@ FIELDS_CONTRACT_TO_US_PAYROLL_FORMS_2020 = { 'az_a4_withholding_percentage': 'az_a4_sit_withholding_percentage', 'az_a4_additional_withholding': 'state_income_tax_additional_withholding', + 'ca_de4_allowances': 'ca_de4_sit_allowances', + 'ca_additional_allowances': 'ca_sit_additional_allowances', + 'ca_de4_filing_status': 'ca_de4_sit_filing_status', + + 'ct_w4na_code': 'ct_w4na_sit_code', + 'ct_w4na_wh_amount': 'state_income_tax_additional_withholding', + 'ga_g4_filing_status': 'ga_g4_sit_filing_status', 'ga_g4_dependent_allowances': 'ga_g4_sit_dependent_allowances', 'ga_g4_additional_allowances': 'ga_g4_sit_additional_allowances', 'ga_g4_additional_wh': 'state_income_tax_additional_withholding', + 'ia_w4_allowances': 'ia_w4_sit_allowances', + 'ia_w4_additional_wh': 'state_income_tax_additional_withholding', + 'ia_w4_tax_exempt': 'state_income_tax_exempt', + + 'id_w4_filing_status': 'id_w4_sit_filing_status', + 'id_w4_allowances': 'id_w4_sit_allowances', + 'il_w4_basic_allowances': 'il_w4_sit_basic_allowances', 'il_w4_additional_allowances': 'il_w4_sit_additional_allowances', 'il_w4_additional_wh': 'state_income_tax_additional_withholding', @@ -79,6 +98,16 @@ XMLIDS_TO_REMOVE_2020 = [ 'l10n_us_hr_payroll.hr_payroll_rules_futa_wages_2018', 'l10n_us_hr_payroll.hr_payroll_rules_fed_inc_withhold_2018_married', # State + 'l10n_us_ak_hr_payroll.hr_payroll_ak_unemp_wages', + 'l10n_us_ak_hr_payroll.hr_payroll_ak_unemp', + 'l10n_us_ak_hr_payroll.hr_payroll_ak_unemp_ee', + 'l10n_us_ak_hr_payroll.hr_payroll_rules_ak_unemp_wages', + + 'l10n_us_al_hr_payroll.hr_payroll_al_unemp_wages', + 'l10n_us_al_hr_payroll.hr_payroll_al_unemp', + 'l10n_us_al_hr_payroll.hr_payroll_al_income_withhold', + 'l10n_us_al_hr_payroll.hr_payroll_rules_al_unemp_wages', + 'l10n_us_ar_hr_payroll.hr_payroll_ar_unemp_wages', 'l10n_us_ar_hr_payroll.hr_payroll_ar_unemp', 'l10n_us_ar_hr_payroll.hr_payroll_ar_income_withhold', @@ -89,6 +118,24 @@ XMLIDS_TO_REMOVE_2020 = [ 'l10n_us_az_hr_payroll.hr_payroll_az_income_withhold', 'l10n_us_az_hr_payroll.hr_payroll_rules_az_unemp_wages', + 'l10n_us_ca_hr_payroll.res_partner_cador_ett', + 'l10n_us_ca_hr_payroll.res_partner_cador_sdi', + 'l10n_us_ca_hr_payroll.hr_payroll_ca_uit_wages', + 'l10n_us_ca_hr_payroll.hr_payroll_ca_uit', + 'l10n_us_ca_hr_payroll.hr_payroll_ca_ett_wages', + 'l10n_us_ca_hr_payroll.hr_payroll_ca_ett', + 'l10n_us_ca_hr_payroll.hr_payroll_ca_sdi_wages', + 'l10n_us_ca_hr_payroll.hr_payroll_ca_sdi', + 'l10n_us_ca_hr_payroll.hr_payroll_ca_income_withhold', + 'l10n_us_ca_hr_payroll.hr_payroll_rules_ca_uit_wages_2018', + 'l10n_us_ca_hr_payroll.hr_payroll_rules_ca_ett_wages_2018', + 'l10n_us_ca_hr_payroll.hr_payroll_rules_ca_sdi_wages_2018', + + 'l10n_us_ct_hr_payroll.hr_payroll_ct_unemp_wages', + 'l10n_us_ct_hr_payroll.hr_payroll_ct_unemp', + 'l10n_us_ct_hr_payroll.hr_payroll_ct_income_withhold', + 'l10n_us_ct_hr_payroll.hr_payroll_rules_ct_unemp_wages', + 'l10n_us_fl_hr_payroll.hr_payroll_fl_unemp_wages', 'l10n_us_fl_hr_payroll.hr_payroll_fl_unemp', 'l10n_us_fl_hr_payroll.hr_payroll_rules_fl_unemp_wages_2018', @@ -98,6 +145,16 @@ XMLIDS_TO_REMOVE_2020 = [ 'l10n_us_ga_hr_payroll.hr_payroll_ga_income_withhold', 'l10n_us_ga_hr_payroll.hr_payroll_rules_ga_unemp_wages', + 'l10n_us_ia_hr_payroll.hr_payroll_ia_unemp_wages', + 'l10n_us_ia_hr_payroll.hr_payroll_ia_unemp', + 'l10n_us_ia_hr_payroll.hr_payroll_ia_income_withhold', + 'l10n_us_ia_hr_payroll.hr_payroll_rules_ia_unemp_wages', + + 'l10n_us_id_hr_payroll.hr_payroll_id_unemp_wages', + 'l10n_us_id_hr_payroll.hr_payroll_id_unemp', + 'l10n_us_id_hr_payroll.hr_payroll_id_income_withhold', + 'l10n_us_id_hr_payroll.hr_payroll_rules_id_unemp_wages', + 'l10n_us_il_hr_payroll.hr_payroll_il_unemp_wages', 'l10n_us_il_hr_payroll.hr_payroll_il_unemp', 'l10n_us_il_hr_payroll.hr_payroll_il_income_withhold', @@ -208,6 +265,18 @@ XMLIDS_TO_RENAME_2020 = { 'l10n_us_hr_payroll.hr_payroll_rules_fica_comp_m': 'l10n_us_hr_payroll.hr_payroll_rule_er_fed_941_m', 'l10n_us_hr_payroll.hr_payroll_rules_fed_inc_withhold_2018_single': 'l10n_us_hr_payroll.hr_payroll_rule_ee_fed_941_fit', # State + 'l10n_us_ak_hr_payroll.res_partner_ak_dlwd_unemp': 'l10n_us_hr_payroll.res_partner_us_ak_dor', + 'l10n_us_ak_hr_payroll.contrib_register_ak_dlwd_unemp': 'l10n_us_hr_payroll.contrib_register_us_ak_dor', + 'l10n_us_ak_hr_payroll.hr_payroll_rules_ak_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_ak_suta', + 'l10n_us_ak_hr_payroll.hr_payroll_rules_ak_unemp_ee': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_ak_sit', + + 'l10n_us_al_hr_payroll.res_partner_al_dol_unemp': 'l10n_us_hr_payroll.res_partner_us_al_dor', + 'l10n_us_al_hr_payroll.res_partner_al_dor_withhold': 'l10n_us_hr_payroll.res_partner_us_al_dor_sit', + 'l10n_us_al_hr_payroll.contrib_register_al_dol_unemp': 'l10n_us_hr_payroll.contrib_register_us_al_dor', + 'l10n_us_al_hr_payroll.contrib_register_al_dor_withhold': 'l10n_us_hr_payroll.contrib_register_us_al_dor_sit', + 'l10n_us_al_hr_payroll.hr_payroll_rules_al_unemp': 'l10n_us_hr_payroll.hr_payroll_rules_az_unemp', + 'l10n_us_al_hr_payroll.hr_payroll_rules_al_inc_withhold': 'l10n_us_hr_payroll.hr_payroll_rules_az_inc_withhold', + 'l10n_us_ar_hr_payroll.res_partner_ar_dws_unemp': 'l10n_us_hr_payroll.res_partner_us_ar_dor', 'l10n_us_ar_hr_payroll.res_partner_ar_dfa_withhold': 'l10n_us_hr_payroll.res_partner_us_ar_dor_sit', 'l10n_us_ar_hr_payroll.contrib_register_ar_dws_unemp': 'l10n_us_hr_payroll.contrib_register_us_ar_dor', @@ -222,6 +291,22 @@ XMLIDS_TO_RENAME_2020 = { 'l10n_us_az_hr_payroll.hr_payroll_az_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_az_suta', 'l10n_us_az_hr_payroll.hr_payroll_az_income_withhold': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_az_sit', + 'l10n_us_ca_hr_payroll.res_partner_cador_uit': 'l10n_us_hr_payroll.res_partner_us_ca_dor', + 'l10n_us_ca_hr_payroll.res_partner_cador_withhold': 'l10n_us_hr_payroll.res_partner_us_ca_dor_sit', + 'l10n_us_ca_hr_payroll.contrib_register_cador_uit': 'l10n_us_hr_payroll.contrib_register_us_ca_dor', + 'l10n_us_ca_hr_payroll.contrib_register_cador_withhold': 'l10n_us_hr_payroll.contrib_register_us_ca_dor_sit', + 'l10n_us_ca_hr_payroll.hr_payroll_rules_ca_uit_2018': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_ca_suta', + 'l10n_us_ca_hr_payroll.hr_payroll_rules_ca_ett_2018': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_ca_ett_suta', + 'l10n_us_ca_hr_payroll.hr_payroll_rules_ca_sdi_2018': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_ca_sdi_sit', + 'l10n_us_ca_hr_payroll.hr_payroll_rules_ca_inc_withhold_2018': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_ca_sit', + + 'l10n_us_ct_hr_payroll.res_partner_ct_dol_unemp': 'l10n_us_hr_payroll.res_partner_us_ct_dor', + 'l10n_us_ct_hr_payroll.res_partner_ct_drs_withhold': 'l10n_us_hr_payroll.res_partner_us_ct_dor_sit', + 'l10n_us_ct_hr_payroll.contrib_register_ct_dol_unemp': 'l10n_us_hr_payroll.contrib_register_us_ct_dor', + 'l10n_us_ct_hr_payroll.contrib_register_ct_drs_withhold': 'l10n_us_hr_payroll.contrib_register_us_ct_dor_sit', + 'l10n_us_ct_hr_payroll.hr_payroll_rules_ct_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_ct_suta', + 'l10n_us_ct_hr_payroll.hr_payroll_rules_ct_inc_withhold': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_ct_sit', + 'l10n_us_fl_hr_payroll.hr_payroll_rules_fl_unemp_2018': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_fl_suta', 'l10n_us_fl_hr_payroll.res_partner_fldor': 'l10n_us_hr_payroll.res_partner_us_fl_dor', 'l10n_us_fl_hr_payroll.contrib_register_fldor': 'l10n_us_hr_payroll.contrib_register_us_fl_dor', @@ -233,6 +318,20 @@ XMLIDS_TO_RENAME_2020 = { 'l10n_us_ga_hr_payroll.hr_payroll_rules_ga_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_ga_suta', 'l10n_us_ga_hr_payroll.hr_payroll_rules_ga_inc_withhold': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_ga_sit', + 'l10n_us_ia_hr_payroll.res_partner_ia_wd_unemp': 'l10n_us_hr_payroll.res_partner_us_ia_dor', + 'l10n_us_ia_hr_payroll.res_partner_ia_dor_withhold': 'l10n_us_hr_payroll.res_partner_us_ia_dor_sit', + 'l10n_us_ia_hr_payroll.contrib_register_ia_wd_unemp': 'l10n_us_hr_payroll.contrib_register_us_ia_dor', + 'l10n_us_ia_hr_payroll.contrib_register_ia_dor_withhold': 'l10n_us_hr_payroll.contrib_register_us_ia_dor_sit', + 'l10n_us_ia_hr_payroll.hr_payroll_rules_ia_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_ia_suta', + 'l10n_us_ia_hr_payroll.hr_payroll_rules_ia_inc_withhold': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_ia_sit', + + 'l10n_us_id_hr_payroll.res_partner_id_dol_unemp':'l10n_us_hr_payroll.res_partner_us_id_dor', + 'l10n_us_id_hr_payroll.res_partner_id_stc_withhold': 'l10n_us_hr_payroll.res_partner_us_id_dor_sit', + 'l10n_us_id_hr_payroll.contrib_register_id_dol_unemp': 'l10n_us_hr_payroll.contrib_register_us_id_dor', + 'l10n_us_id_hr_payroll.contrib_register_id_stc_withhold': 'l10n_us_hr_payroll.contrib_register_us_id_dor_sit', + 'l10n_us_id_hr_payroll.hr_payroll_rules_id_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_id_suta', + 'l10n_us_id_hr_payroll.hr_payroll_rules_id_inc_withhold': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_id_sit', + 'l10n_us_il_hr_payroll.res_partner_il_des_unemp': 'l10n_us_hr_payroll.res_partner_us_il_dor', 'l10n_us_il_hr_payroll.res_partner_il_dor_withhold': 'l10n_us_hr_payroll.res_partner_us_il_dor_sit', 'l10n_us_il_hr_payroll.contrib_register_il_des_unemp': 'l10n_us_hr_payroll.contrib_register_us_il_dor', diff --git a/l10n_us_hr_payroll/models/__init__.py b/l10n_us_hr_payroll/models/__init__.py index c208ca19..97bab130 100644 --- a/l10n_us_hr_payroll/models/__init__.py +++ b/l10n_us_hr_payroll/models/__init__.py @@ -3,4 +3,5 @@ from . import hr_contract from . import hr_payslip from . import hr_salary_rule +from . import res_config_settings from . import us_payroll_config diff --git a/l10n_us_hr_payroll/models/federal/fed_941.py b/l10n_us_hr_payroll/models/federal/fed_941.py index 8bc1a90a..0cacfd71 100644 --- a/l10n_us_hr_payroll/models/federal/fed_941.py +++ b/l10n_us_hr_payroll/models/federal/fed_941.py @@ -203,6 +203,8 @@ def ee_us_941_fit(payslip, categories, worked_days, inputs): schedule_pay = payslip.dict.contract_id.schedule_pay wage = fit_wage(payslip, categories) + if not wage: + return 0.0, 0.0 #_logger.warn('initial gross wage: ' + str(wage)) year = payslip.dict.get_year() diff --git a/l10n_us_hr_payroll/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index 449861d9..5fa5cad8 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -14,9 +14,17 @@ from .federal.fed_941 import ee_us_941_fica_ss, \ from .state.general import general_state_unemployment, \ general_state_income_withholding, \ is_us_state +from .state.al_alabama import al_alabama_state_income_withholding from .state.ar_arkansas import ar_arkansas_state_income_withholding from .state.az_arizona import az_arizona_state_income_withholding +from .state.ca_california import ca_california_state_income_withholding +from .state.co_colorado import co_colorado_state_income_withholding +from .state.ct_connecticut import ct_connecticut_state_income_withholding +from .state.de_delaware import de_delaware_state_income_withholding from .state.ga_georgia import ga_georgia_state_income_withholding +from .state.hi_hawaii import hi_hawaii_state_income_withholding +from .state.ia_iowa import ia_iowa_state_income_withholding +from .state.id_idaho import id_idaho_state_income_withholding from .state.il_illinois import il_illinois_state_income_withholding from .state.mi_michigan import mi_michigan_state_income_withholding from .state.mn_minnesota import mn_minnesota_state_income_withholding @@ -25,6 +33,7 @@ from .state.ms_mississippi import ms_mississippi_state_income_withholding from .state.mt_montana import mt_montana_state_income_withholding from .state.nc_northcarolina import nc_northcarolina_state_income_withholding from .state.nj_newjersey import nj_newjersey_state_income_withholding +from .state.nm_new_mexico import nm_new_mexico_state_income_withholding from .state.oh_ohio import oh_ohio_state_income_withholding from .state.va_virginia import va_virginia_state_income_withholding from .state.wa_washington import wa_washington_fml_er, \ @@ -61,9 +70,17 @@ class HRPayslip(models.Model): 'general_state_unemployment': general_state_unemployment, 'general_state_income_withholding': general_state_income_withholding, 'is_us_state': is_us_state, + 'al_alabama_state_income_withholding': al_alabama_state_income_withholding, 'ar_arkansas_state_income_withholding': ar_arkansas_state_income_withholding, 'az_arizona_state_income_withholding': az_arizona_state_income_withholding, + 'ca_california_state_income_withholding': ca_california_state_income_withholding, + 'co_colorado_state_income_withholding': co_colorado_state_income_withholding, + 'ct_connecticut_state_income_withholding': ct_connecticut_state_income_withholding, + 'de_delaware_state_income_withholding': de_delaware_state_income_withholding, 'ga_georgia_state_income_withholding': ga_georgia_state_income_withholding, + 'hi_hawaii_state_income_withholding': hi_hawaii_state_income_withholding, + 'ia_iowa_state_income_withholding': ia_iowa_state_income_withholding, + 'id_idaho_state_income_withholding': id_idaho_state_income_withholding, 'il_illinois_state_income_withholding': il_illinois_state_income_withholding, 'mi_michigan_state_income_withholding': mi_michigan_state_income_withholding, 'mn_minnesota_state_income_withholding': mn_minnesota_state_income_withholding, @@ -72,6 +89,7 @@ class HRPayslip(models.Model): 'mt_montana_state_income_withholding': mt_montana_state_income_withholding, 'nc_northcarolina_state_income_withholding': nc_northcarolina_state_income_withholding, 'nj_newjersey_state_income_withholding': nj_newjersey_state_income_withholding, + 'nm_new_mexico_state_income_withholding': nm_new_mexico_state_income_withholding, 'oh_ohio_state_income_withholding': oh_ohio_state_income_withholding, 'va_virginia_state_income_withholding': va_virginia_state_income_withholding, 'wa_washington_fml_er': wa_washington_fml_er, @@ -98,34 +116,52 @@ class HRPayslip(models.Model): self.employee_id = employee_id self.dict = dict self.env = env + # Customization to allow changing the behavior of the discrete browsable objects. + # you can think of this as 'compiling' the query based on the configuration. + sum_field = env['ir.config_parameter'].sudo().get_param('hr_payroll.payslip.sum_behavior', 'date_from') + if sum_field == 'date' and 'date' not in env['hr.payslip']: + # missing attribute, closest by definition + sum_field = 'date_to' + if not sum_field: + sum_field = 'date_from' + self._compile_browsable_query(sum_field) def __getattr__(self, attr): return attr in self.dict and self.dict.__getitem__(attr) or 0.0 + def _compile_browsable_query(self, sum_field): + pass + class InputLine(BrowsableObject): """a class that will be used into the python code, mainly for usability purposes""" - def sum(self, code, from_date, to_date=None): - if to_date is None: - to_date = fields.Date.today() - self.env.cr.execute(""" + + def _compile_browsable_query(self, sum_field): + self.__browsable_query = """ SELECT sum(amount) as sum FROM hr_payslip as hp, hr_payslip_input as pi WHERE hp.employee_id = %s AND hp.state = 'done' - AND hp.date_from >= %s AND hp.date_to <= %s AND hp.id = pi.payslip_id AND pi.code = %s""", - (self.employee_id, from_date, to_date, code)) + AND hp.{sum_field} >= %s AND hp.date_to <= %s AND hp.id = pi.payslip_id AND pi.code = %s""".format(sum_field=sum_field) + + def sum(self, code, from_date, to_date=None): + if to_date is None: + to_date = fields.Date.today() + self.env.cr.execute(self.__browsable_query, (self.employee_id, from_date, to_date, code)) return self.env.cr.fetchone()[0] or 0.0 class WorkedDays(BrowsableObject): """a class that will be used into the python code, mainly for usability purposes""" - def _sum(self, code, from_date, to_date=None): - if to_date is None: - to_date = fields.Date.today() - self.env.cr.execute(""" + + def _compile_browsable_query(self, sum_field): + self.__browsable_query = """ SELECT sum(number_of_days) as number_of_days, sum(number_of_hours) as number_of_hours FROM hr_payslip as hp, hr_payslip_worked_days as pi WHERE hp.employee_id = %s AND hp.state = 'done' - AND hp.date_from >= %s AND hp.date_to <= %s AND hp.id = pi.payslip_id AND pi.code = %s""", - (self.employee_id, from_date, to_date, code)) + AND hp.{sum_field} >= %s AND hp.date_to <= %s AND hp.id = pi.payslip_id AND pi.code = %s""".format(sum_field=sum_field) + + def _sum(self, code, from_date, to_date=None): + if to_date is None: + to_date = fields.Date.today() + self.env.cr.execute(self.__browsable_query, (self.employee_id, from_date, to_date, code)) return self.env.cr.fetchone() def sum(self, code, from_date, to_date=None): @@ -139,28 +175,37 @@ class HRPayslip(models.Model): class Payslips(BrowsableObject): """a class that will be used into the python code, mainly for usability purposes""" + def _compile_browsable_query(self, sum_field): + # Note that the core odoo has this as `hp.credit_note = False` but what if it is NULL? + # reverse of the desired behavior. + self.__browsable_query_rule = """ + SELECT sum(case when hp.credit_note is not True then (pl.total) else (-pl.total) end) + FROM hr_payslip as hp, hr_payslip_line as pl + WHERE hp.employee_id = %s AND hp.state = 'done' + AND hp.{sum_field} >= %s AND hp.date_to <= %s AND hp.id = pl.slip_id AND pl.code = %s""".format(sum_field=sum_field) + self.__browsable_query_category = """ + SELECT sum(case when hp.credit_note is not True then (pl.total) else (-pl.total) end) + FROM hr_payslip as hp, hr_payslip_line as pl, hr_salary_rule_category as rc + WHERE hp.employee_id = %s AND hp.state = 'done' + AND hp.{sum_field} >= %s AND hp.date_to <= %s AND hp.id = pl.slip_id + AND rc.id = pl.category_id AND rc.code = %s""".format(sum_field=sum_field) + def sum(self, code, from_date, to_date=None): if to_date is None: to_date = fields.Date.today() - self.env.cr.execute("""SELECT sum(case when hp.credit_note = False then (pl.total) else (-pl.total) end) - FROM hr_payslip as hp, hr_payslip_line as pl - WHERE hp.employee_id = %s AND hp.state = 'done' - AND hp.date_from >= %s AND hp.date_to <= %s AND hp.id = pl.slip_id AND pl.code = %s""", - (self.employee_id, from_date, to_date, code)) + self.env.cr.execute(self.__browsable_query_rule, (self.employee_id, from_date, to_date, code)) res = self.env.cr.fetchone() return res and res[0] or 0.0 + def rule_parameter(self, code): + return self.env['hr.rule.parameter']._get_parameter_from_code(code, self.dict.date_to) + def sum_category(self, code, from_date, to_date=None): # Hibou Backport if to_date is None: to_date = fields.Date.today() - self.env.cr.execute("""SELECT sum(case when hp.credit_note is not True then (pl.total) else (-pl.total) end) - FROM hr_payslip as hp, hr_payslip_line as pl, hr_salary_rule_category as rc - WHERE hp.employee_id = %s AND hp.state = 'done' - AND hp.date_from >= %s AND hp.date_to <= %s AND hp.id = pl.slip_id - AND rc.id = pl.category_id AND rc.code = %s""", - (self.employee_id, from_date, to_date, code)) + self.env.cr.execute(self.__browsable_query_category, (self.employee_id, from_date, to_date, code)) res = self.env.cr.fetchone() return res and res[0] or 0.0 diff --git a/l10n_us_hr_payroll/models/res_config_settings.py b/l10n_us_hr_payroll/models/res_config_settings.py new file mode 100644 index 00000000..05af9430 --- /dev/null +++ b/l10n_us_hr_payroll/models/res_config_settings.py @@ -0,0 +1,24 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from odoo import fields, models + + +class ResConfigSettings(models.TransientModel): + _inherit = 'res.config.settings' + + payslip_sum_type = fields.Selection([ + ('date_from', 'Date From'), + ('date_to', 'Date To'), + ('date', 'Accounting Date'), + ], 'Payslip Sum Behavior', help="Behavior for what payslips are considered " + "during rule execution. Stock Odoo behavior " + "would not consider a payslip starting on 2019-12-30 " + "ending on 2020-01-07 when summing a 2020 payslip category.\n\n" + "Accounting Date requires Payroll Accounting and will " + "fall back to date_to as the 'closest behavior'.", + config_parameter='hr_payroll.payslip.sum_behavior') + + def set_values(self): + super(ResConfigSettings, self).set_values() + self.env['ir.config_parameter'].set_param('hr_payroll.payslip.sum_behavior', + self.payslip_sum_type or 'date_from') diff --git a/l10n_us_hr_payroll/models/state/al_alabama.py b/l10n_us_hr_payroll/models/state/al_alabama.py new file mode 100644 index 00000000..d34fa2ef --- /dev/null +++ b/l10n_us_hr_payroll/models/state/al_alabama.py @@ -0,0 +1,77 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies, sit_wage + + +def al_alabama_state_income_withholding(payslip, categories, worked_days, inputs): + """ + Returns SIT eligible wage and rate. + + :return: result, result_rate (wage, percent) + """ + state_code = 'AL' + 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 + + personal_exempt = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_exempt') + if personal_exempt: + return 0.0, 0.0 + + pay_periods = payslip.dict.get_pay_periods_in_year() + additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding') + tax_table = payslip.dict.rule_parameter('us_al_sit_tax_rate') + exemptions = payslip.dict.contract_id.us_payroll_config_value('al_a4_sit_exemptions') + dependent_rate = payslip.dict.rule_parameter('us_al_sit_dependent_rate') + standard_deduction = payslip.dict.rule_parameter('us_al_sit_standard_deduction_rate').get(exemptions, 0.0) + personal_exemption = payslip.dict.rule_parameter('us_al_sit_personal_exemption_rate').get(exemptions, 0.0) + dependent = payslip.dict.contract_id.us_payroll_config_value('al_a4_sit_dependents') + fed_withholding = categories.EE_US_941_FIT + + annual_wage = wage * pay_periods + standard_deduction_amt = 0.0 + personal_exemption_amt = 0.0 + dependent_amt = 0.0 + withholding = 0.0 + + if standard_deduction: + row = standard_deduction + last_amt = 0.0 + for data in row: + if annual_wage < float(data[0]): + if len(data) > 3: + increment_count = (- (wage - last_amt) // data[3]) + standard_deduction_amt = data[1] - (increment_count * data[2]) + else: + standard_deduction_amt = data[1] + else: + last_amt = data[0] + after_deduction = annual_wage - standard_deduction_amt + after_fed_withholding = (fed_withholding * pay_periods) + after_deduction + if not personal_exempt: + personal_exemption_amt = personal_exemption + after_personal_exemption = after_fed_withholding - personal_exemption_amt + for row in dependent_rate: + if annual_wage < float(row[1]): + dependent_amt = row[0] * dependent + break + + taxable_amount = after_personal_exemption - dependent_amt + last = 0.0 + tax_table = tax_table['M'] if exemptions == 'M' else tax_table['0'] + for row in tax_table: + if taxable_amount < float(row[0]): + withholding = withholding + ((taxable_amount - last) * (row[1] / 100)) + break + withholding = withholding + ((row[0] - last) * (row[1] / 100)) + last = row[0] + + if withholding < 0.0: + withholding = 0.0 + withholding /= pay_periods + withholding += additional + return wage, -((withholding / wage) * 100.0) diff --git a/l10n_us_hr_payroll/models/state/ca_california.py b/l10n_us_hr_payroll/models/state/ca_california.py new file mode 100644 index 00000000..e2bb5b23 --- /dev/null +++ b/l10n_us_hr_payroll/models/state/ca_california.py @@ -0,0 +1,98 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies, sit_wage + +MAX_ALLOWANCES = 10 + + +def ca_california_state_income_withholding(payslip, categories, worked_days, inputs): + """ + Returns SIT eligible wage and rate. + + :return: result, result_rate (wage, percent) + """ + + state_code = 'CA' + 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 + + filing_status = payslip.dict.contract_id.us_payroll_config_value('ca_de4_sit_filing_status') + if not filing_status: + return 0.0, 0.0 + + schedule_pay = payslip.dict.contract_id.schedule_pay + additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding') + sit_allowances = payslip.dict.contract_id.us_payroll_config_value('ca_de4_sit_allowances') + additional_allowances = payslip.dict.contract_id.us_payroll_config_value('ca_de4_sit_additional_allowances') + low_income_exemption = payslip.dict.rule_parameter('us_ca_sit_income_exemption_rate')[schedule_pay] + estimated_deduction = payslip.dict.rule_parameter('us_ca_sit_estimated_deduction_rate')[schedule_pay] + tax_table = payslip.dict.rule_parameter('us_ca_sit_tax_rate')[filing_status].get(schedule_pay) + standard_deduction = payslip.dict.rule_parameter('us_ca_sit_standard_deduction_rate')[schedule_pay] + exemption_allowances = payslip.dict.rule_parameter('us_ca_sit_exemption_allowance_rate')[schedule_pay] + + low_income = False + if filing_status == 'head_household': + _, _, _, income = low_income_exemption + if wage <= income: + low_income = True + elif filing_status == 'married': + if sit_allowances >= 2: + _, _, income, _ = low_income_exemption + if wage <= income: + low_income = True + else: + _, income, _, _ = low_income_exemption + if wage <= income: + low_income = True + else: + income, _, _, _ = low_income_exemption + if wage <= income: + low_income = True + + withholding = 0.0 + taxable_wage = wage + if not low_income: + allowance_index = max(additional_allowances - 1, 0) + if additional_allowances > MAX_ALLOWANCES: + deduction = (estimated_deduction[0] * additional_allowances) + taxable_wage -= deduction + elif additional_allowances > 0: + deduction = estimated_deduction[allowance_index] + taxable_wage -= deduction + + if filing_status == 'head_household': + _, _, _, deduction = standard_deduction + taxable_wage -= deduction + elif filing_status == 'married': + if sit_allowances >= 2: + _, _, deduction, _ = standard_deduction + taxable_wage -= deduction + else: + _, deduction, _, _ = standard_deduction + taxable_wage -= deduction + else: + deduction, _, _, _ = standard_deduction + taxable_wage -= deduction + + over = 0.0 + for row in tax_table: + if taxable_wage <= row[0]: + withholding = ((taxable_wage - over) * row[1]) + row[2] + break + over = row[0] + + allowance_index = sit_allowances - 1 + if sit_allowances > MAX_ALLOWANCES: + deduction = exemption_allowances[0] * sit_allowances + withholding -= deduction + elif sit_allowances > 0: + deduction = exemption_allowances[allowance_index] + withholding -= deduction + + withholding += additional + return wage, -((withholding / wage) * 100.0) diff --git a/l10n_us_hr_payroll/models/state/co_colorado.py b/l10n_us_hr_payroll/models/state/co_colorado.py new file mode 100644 index 00000000..5fc625b2 --- /dev/null +++ b/l10n_us_hr_payroll/models/state/co_colorado.py @@ -0,0 +1,45 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies, sit_wage + + +def co_colorado_state_income_withholding(payslip, categories, worked_days, inputs): + """ + Returns SIT eligible wage and rate. + + :return: result, result_rate (wage, percent) + """ + state_code = 'CO' + 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 + + filing_status = payslip.dict.contract_id.us_payroll_config_value('fed_941_fit_w4_filing_status') + if not filing_status: + return 0.0, 0.0 + + state_exempt = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_exempt') + if state_exempt: + return 0.0, 0.0 + + pay_periods = payslip.dict.get_pay_periods_in_year() + additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding') + exemption_rate = payslip.dict.rule_parameter('us_co_sit_exemption_rate') + tax_rate = payslip.dict.rule_parameter('us_co_sit_tax_rate') + + taxable_income = wage * pay_periods + if filing_status == 'married': + taxable_income -= exemption_rate * 2 + else: + taxable_income -= exemption_rate + + withholding = taxable_income * (tax_rate / 100) + + withholding = max(withholding, 0.0) + withholding = withholding / pay_periods + withholding += additional + return wage, -((withholding / wage) * 100.0) diff --git a/l10n_us_hr_payroll/models/state/ct_connecticut.py b/l10n_us_hr_payroll/models/state/ct_connecticut.py new file mode 100644 index 00000000..a3034fec --- /dev/null +++ b/l10n_us_hr_payroll/models/state/ct_connecticut.py @@ -0,0 +1,76 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies, sit_wage + + +def ct_connecticut_state_income_withholding(payslip, categories, worked_days, inputs): + """ + Returns SIT eligible wage and rate. + + :return: result, result_rate (wage, percent) + """ + state_code = 'CT' + 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 + + pay_periods = payslip.dict.get_pay_periods_in_year() + additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding') + withholding_code = payslip.dict.contract_id.us_payroll_config_value('ct_w4na_sit_code') + exemption_table = payslip.dict.rule_parameter('us_ct_sit_personal_exemption_rate').get(withholding_code, [('inf', 0.0)]) + initial_tax_tbl = payslip.dict.rule_parameter('us_ct_sit_initial_tax_rate').get(withholding_code, [('inf', 0.0, 0.0)]) + tax_table = payslip.dict.rule_parameter('us_ct_sit_tax_rate').get(withholding_code, [('inf', 0.0)]) + recapture_table = payslip.dict.rule_parameter('us_ct_sit_recapture_rate').get(withholding_code, [('inf', 0.0)]) + decimal_table = payslip.dict.rule_parameter('us_ct_sit_decimal_rate').get(withholding_code, [('inf', 0.0)]) + + annual_wages = wage * pay_periods + personal_exemption = 0.0 + for bracket in exemption_table: + if annual_wages <= float(bracket[0]): + personal_exemption = bracket[1] + break + + withholding = 0.0 + taxable_income = annual_wages - personal_exemption + if taxable_income < 0.0: + taxable_income = 0.0 + + if taxable_income: + initial_tax = 0.0 + last = 0.0 + for bracket in initial_tax_tbl: + if taxable_income <= float(bracket[0]): + initial_tax = bracket[1] + ((bracket[2] / 100.0) * (taxable_income - last)) + break + last = bracket[0] + + tax_add_back = 0.0 + for bracket in tax_table: + if annual_wages <= float(bracket[0]): + tax_add_back = bracket[1] + break + + recapture_amount = 0.0 + for bracket in recapture_table: + if annual_wages <= float(bracket[0]): + recapture_amount = bracket[1] + break + + withholding = initial_tax + tax_add_back + recapture_amount + decimal_amount = 1.0 + for bracket in decimal_table: + if annual_wages <= float(bracket[0]): + decimal_amount= bracket[1] + break + + withholding = withholding * (1.00 - decimal_amount) + if withholding < 0.0: + withholding = 0.0 + withholding /= pay_periods + + withholding += additional + return wage, -((withholding / wage) * 100.0) diff --git a/l10n_us_hr_payroll/models/state/de_delaware.py b/l10n_us_hr_payroll/models/state/de_delaware.py new file mode 100644 index 00000000..cb24edf5 --- /dev/null +++ b/l10n_us_hr_payroll/models/state/de_delaware.py @@ -0,0 +1,49 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies, sit_wage + + +def de_delaware_state_income_withholding(payslip, categories, worked_days, inputs): + """ + Returns SIT eligible wage and rate. + + :return: result, result_rate (wage, percent) + """ + state_code = 'DE' + 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 + + filing_status = payslip.dict.contract_id.us_payroll_config_value('de_w4_sit_filing_status') + if not filing_status: + return 0.0, 0.0 + + pay_periods = payslip.dict.get_pay_periods_in_year() + additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding') + tax_table = payslip.dict.rule_parameter('us_de_sit_tax_rate') + personal_exemption = payslip.dict.rule_parameter('us_de_sit_personal_exemption_rate') + allowances = payslip.dict.contract_id.us_payroll_config_value('de_w4_sit_dependent') + standard_deduction = payslip.dict.rule_parameter('us_de_sit_standard_deduction_rate') + + taxable_income = wage * pay_periods + if filing_status == 'single': + taxable_income -= standard_deduction + else: + taxable_income -= standard_deduction * 2 + + withholding = 0.0 + last = 0.0 + for row in tax_table: + if taxable_income <= float(row[0]): + withholding = (row[1] + ((row[2] / 100.0) * (taxable_income - last)) - (allowances * personal_exemption)) + break + last = row[0] + + withholding = max(withholding, 0.0) + withholding = withholding / pay_periods + withholding += additional + return wage, -((withholding / wage) * 100.0) diff --git a/l10n_us_hr_payroll/models/state/hi_hawaii.py b/l10n_us_hr_payroll/models/state/hi_hawaii.py new file mode 100644 index 00000000..b52a97bf --- /dev/null +++ b/l10n_us_hr_payroll/models/state/hi_hawaii.py @@ -0,0 +1,43 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies, sit_wage + + +def hi_hawaii_state_income_withholding(payslip, categories, worked_days, inputs): + """ + Returns SIT eligible wage and rate. + + :return: result, result_rate (wage, percent) + """ + state_code = 'HI' + 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 + + filing_status = payslip.dict.contract_id.us_payroll_config_value('hi_hw4_sit_filing_status') + if not filing_status: + return 0.0, 0.0 + + pay_periods = payslip.dict.get_pay_periods_in_year() + additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding') + allowances = payslip.dict.contract_id.us_payroll_config_value('hi_hw4_sit_allowances') + tax_table = payslip.dict.rule_parameter('us_hi_sit_tax_rate')[filing_status] + personal_exemption = payslip.dict.rule_parameter('us_hi_sit_personal_exemption_rate') + + taxable_income = (wage * pay_periods) - (personal_exemption * allowances) + withholding = 0.0 + last = 0.0 + for row in tax_table: + if taxable_income <= float(row[0]): + withholding = row[1] + ((row[2] / 100.0) * (taxable_income - last)) + break + last = row[0] + + withholding = max(withholding, 0.0) + withholding = withholding / pay_periods + withholding += additional + return wage, -((withholding / wage) * 100.0) diff --git a/l10n_us_hr_payroll/models/state/ia_iowa.py b/l10n_us_hr_payroll/models/state/ia_iowa.py new file mode 100644 index 00000000..9a799a47 --- /dev/null +++ b/l10n_us_hr_payroll/models/state/ia_iowa.py @@ -0,0 +1,44 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies, sit_wage + + +def ia_iowa_state_income_withholding(payslip, categories, worked_days, inputs): + """ + Returns SIT eligible wage and rate. + + :return: result, result_rate (wage, percent) + """ + state_code = 'IA' + 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 + + schedule_pay = payslip.dict.contract_id.schedule_pay + fed_withholding = categories.EE_US_941_FIT + additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding') + allowances = payslip.dict.contract_id.us_payroll_config_value('ia_w4_sit_allowances') + standard_deduction = payslip.dict.rule_parameter('us_ia_sit_standard_deduction_rate')[schedule_pay] + tax_table = payslip.dict.rule_parameter('us_ia_sit_tax_rate')[schedule_pay] + deduction_per_allowance = payslip.dict.rule_parameter('us_ia_sit_deduction_allowance_rate')[schedule_pay] + + t1 = wage + fed_withholding + t2 = t1 - standard_deduction[0] if allowances < 2 else standard_deduction[1] + t3 = 0.0 + last = 0.0 + for row in tax_table: + cap, rate, flat_fee = row + if float(cap) > float(t2): + taxed_amount = t2 - last + t3 = flat_fee + (rate * taxed_amount) + break + last = cap + withholding = t3 - (deduction_per_allowance * allowances) + + withholding = max(withholding, 0.0) + withholding += additional + return wage, -((withholding / wage) * 100.0) diff --git a/l10n_us_hr_payroll/models/state/id_idaho.py b/l10n_us_hr_payroll/models/state/id_idaho.py new file mode 100644 index 00000000..5eee7665 --- /dev/null +++ b/l10n_us_hr_payroll/models/state/id_idaho.py @@ -0,0 +1,41 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies, sit_wage + + +def id_idaho_state_income_withholding(payslip, categories, worked_days, inputs): + """ + Returns SIT eligible wage and rate. + + :return: result, result_rate (wage, percent) + """ + state_code = 'ID' + 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 + + filing_status = payslip.dict.contract_id.us_payroll_config_value('id_w4_sit_filing_status') + if not filing_status: + return 0.0, 0.0 + + schedule_pay = payslip.dict.contract_id.schedule_pay + allowances = payslip.dict.contract_id.us_payroll_config_value('id_w4_sit_allowances') + ictcat_table = payslip.dict.rule_parameter('us_id_sit_ictcat_rate')[schedule_pay] + tax_table = payslip.dict.rule_parameter('us_id_sit_tax_rate')[filing_status].get(schedule_pay) + + taxable_income = wage - (ictcat_table * allowances) + withholding = 0.0 + last = 0.0 + for row in tax_table: + if taxable_income <= float(row[0]): + withholding = row[1] + ((row[2] / 100.0) * (taxable_income - last)) + break + last = row[0] + + withholding = max(withholding, 0.0) + withholding = round(withholding) + return wage, -((withholding / wage) * 100.0) diff --git a/l10n_us_hr_payroll/models/state/nm_new_mexico.py b/l10n_us_hr_payroll/models/state/nm_new_mexico.py new file mode 100644 index 00000000..4cf4e3b4 --- /dev/null +++ b/l10n_us_hr_payroll/models/state/nm_new_mexico.py @@ -0,0 +1,40 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies, sit_wage + + +def nm_new_mexico_state_income_withholding(payslip, categories, worked_days, inputs): + """ + Returns SIT eligible wage and rate. + + :return: result, result_rate (wage, percent) + """ + state_code = 'NM' + 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 + + filing_status = payslip.dict.contract_id.us_payroll_config_value('fed_941_fit_w4_filing_status') + if not filing_status: + return 0.0, 0.0 + + schedule_pay = payslip.dict.contract_id.schedule_pay + additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding') + tax_table = payslip.dict.rule_parameter('us_nm_sit_tax_rate')[filing_status].get(schedule_pay) + + taxable_income = wage + withholding = 0.0 + last = 0.0 + for row in tax_table: + if taxable_income <= float(row[0]): + withholding = row[1] + ((row[2] / 100.0) * (taxable_income - last)) + break + last = row[0] + + withholding = max(withholding, 0.0) + withholding += additional + 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 0284c170..cf13f188 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -51,12 +51,46 @@ class HRContractUSPayrollConfig(models.Model): fed_941_fit_w4_additional_withholding = fields.Float(string='Federal W4 Additional Withholding [4(c)]', help='Form W4 (2020+) 4(c)') + al_a4_sit_exemptions = fields.Selection([ + ('0', '0'), + ('S', 'S'), + ('MS', 'MS'), + ('M', 'M'), + ('H', 'H'), + ], string='Alabama A4 Withholding Exemptions', help='A4 1. 2. 3.') + al_a4_sit_dependents = fields.Integer(string='Alabama A4 Dependents', help='A4 4.') + ar_ar4ec_sit_allowances = fields.Integer(string='Arkansas AR4EC allowances', help='AR4EC 3.') az_a4_sit_withholding_percentage = fields.Float( string='Arizona A-4 Withholding Percentage', help='A-4 1. (0.8 or 1.3 or 1.8 or 2.7 or 3.6 or 4.2 or 5.1 or 0 for exempt.') + ca_de4_sit_allowances = fields.Integer(string='California W-4 Allowances', + help='CA W-4 3.') + ca_de4_sit_additional_allowances = fields.Integer(string='California W-4 Additional Allowances', + help='CA W-4 4(c).') + ca_de4_sit_filing_status = fields.Selection([ + ('', 'Exempt'), + ('single', 'Single or Married filing separately'), + ('married', 'Married filing jointly'), + ('head_household', 'Head of Household') + ], string='California W-4 Filing Status', help='CA W-4 1(c).') + + ct_w4na_sit_code = fields.Selection([ + ('a', 'A'), + ('b', 'B'), + ('c', 'C'), + ('d', 'D'), + ('f', 'F'), + ], string='Connecticut CT-W4 Withholding Code', help='CT-W4 1.') + + de_w4_sit_filing_status = fields.Selection([ + ('single', 'Single or Married filing separately'), + ('married', 'Married filing jointly'), + ], string='Delaware W-4 Marital Status', help='DE W-4 3.') + de_w4_sit_dependent = fields.Integer(string='Delaware W-4 Dependents', help='DE W-4 4.') + ga_g4_sit_filing_status = fields.Selection([ ('exempt', 'Exempt'), ('single', 'Single'), @@ -70,6 +104,23 @@ class HRContractUSPayrollConfig(models.Model): ga_g4_sit_additional_allowances = fields.Integer(string='Georgia G-4 Additional Allowances', help='G-4 5.') + hi_hw4_sit_filing_status = fields.Selection([ + ('', 'Exempt'), + ('single', 'Single'), + ('married', 'Married'), + ('head_of_household', 'Head of Household'), + ], string='Hawaii HW-4 Marital Status', help='HI HW-4 3.') + hi_hw4_sit_allowances = fields.Integer(string='Hawaii HW-4 Allowances', help='HI HW-4 4.') + + ia_w4_sit_allowances = fields.Integer(string='Iowa W-4 allowances', help='IA W-4 6.') + + id_w4_sit_filing_status = fields.Selection([ + ('single', 'Single'), + ('married', 'Married'), + ('head of household', 'Head of Household'), + ], string='Idaho ID W-4 Withholding Status', help='ID W-4 A.B.C.') + id_w4_sit_allowances = fields.Integer(string='Idaho ID W-4 Allowances', help='ID W-4 1.') + il_w4_sit_basic_allowances = fields.Integer(string='Illinois IL-W-4 Number of Basic Allowances', help='IL-W-4 Step 1.') il_w4_sit_additional_allowances = fields.Integer(string='Illinois IL-W-4 Number of Additional Allowances', help='IL-W-4 Step 2.') diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index 7d4abae5..d2b95c24 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -1,21 +1,49 @@ # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. from . import common + +from . import test_special + from . import test_us_payslip_2019 from . import test_us_payslip_2020 +from . import test_us_ak_alaska_payslip_2019 +from . import test_us_ak_alaska_payslip_2020 + +from . import test_us_al_alabama_payslip_2019 +from . import test_us_al_alabama_payslip_2020 + from . import test_us_ar_arkansas_payslip_2019 from . import test_us_ar_arkansas_payslip_2020 from . import test_us_az_arizona_payslip_2019 from . import test_us_az_arizona_payslip_2020 +from . import test_us_ca_california_payslip_2019 +from . import test_us_ca_california_payslip_2020 + +from . import test_us_co_colorado_payslip_2020 + +from . import test_us_ct_connecticut_payslip_2019 +from . import test_us_ct_connecticut_payslip_2020 + +from . import test_us_de_delaware_payslip_2020 + from . import test_us_fl_florida_payslip_2019 from . import test_us_fl_florida_payslip_2020 from . import test_us_ga_georgia_payslip_2019 from . import test_us_ga_georgia_payslip_2020 +from . import test_us_hi_hawaii_payslip_2019 +from . import test_us_hi_hawaii_payslip_2020 + +from . import test_us_ia_iowa_payslip_2019 +from . import test_us_ia_iowa_payslip_2020 + +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 @@ -37,9 +65,13 @@ from . import test_us_mt_montana_payslip_2020 from . import test_us_nc_northcarolina_payslip_2019 from . import test_us_nc_northcarolina_payslip_2020 +from . import test_us_nh_new_hampshire_payslip_2020 + from . import test_us_nj_newjersey_payslip_2019 from . import test_us_nj_newjersey_payslip_2020 +from . import test_us_nm_new_mexico_payslip_2020 + from . import test_us_oh_ohio_payslip_2019 from . import test_us_oh_ohio_payslip_2020 diff --git a/l10n_us_hr_payroll/tests/common.py b/l10n_us_hr_payroll/tests/common.py index 5540f5de..a7c6aee5 100755 --- a/l10n_us_hr_payroll/tests/common.py +++ b/l10n_us_hr_payroll/tests/common.py @@ -22,6 +22,10 @@ class TestUsPayslip(common.TransactionCase): debug = False _logger = getLogger(__name__) + def setUp(self): + super(TestUsPayslip, self).setUp() + self.env['ir.config_parameter'].set_param('hr_payroll.payslip.sum_behavior', 'date_to') + float_info = sys_float_info def float_round(self, value, digits): @@ -154,15 +158,6 @@ class TestUsPayslip(common.TransactionCase): def assertPayrollAlmostEqual(self, first, second): self.assertAlmostEqual(first, second, self.payroll_digits-1) - 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() - def get_us_state(self, code, cache={}): country_key = 'US_COUNTRY' if code in cache: diff --git a/l10n_us_hr_payroll/tests/test_special.py b/l10n_us_hr_payroll/tests/test_special.py new file mode 100644 index 00000000..f87ee5d1 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_special.py @@ -0,0 +1,66 @@ +from .common import TestUsPayslip, process_payslip + + +class TestSpecial(TestUsPayslip): + 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() + + def test_payslip_sum_behavior(self): + us_structure = self.env.ref('l10n_us_hr_payroll.structure_type_employee') + rule_category_comp = self.env.ref('hr_payroll.COMP') + test_rule_category = self.env['hr.salary.rule.category'].create({ + 'name': 'Test Sum Behavior', + 'code': 'test_sum_behavior', + 'parent_id': rule_category_comp.id, + }) + test_rule = self.env['hr.salary.rule'].create({ + 'sequence': 450, + 'category_id': test_rule_category.id, + 'name': 'Test Sum Behavior', + 'code': 'test_sum_behavior', + 'condition_select': 'python', + 'condition_python': 'result = 1', + 'amount_select': 'code', + 'amount_python_compute': ''' +ytd_category = payslip.sum_category('test_sum_behavior', '2020-01-01', '2021-01-01') +ytd_rule = payslip.sum('test_sum_behavior', '2020-01-01', '2021-01-01') +result = 0.0 +if ytd_category != ytd_rule: + # error + result = -1.0 +elif ytd_rule == 0.0: + # first payslip in period + result = 1.0 +''' + }) + us_structure.write({'rule_ids': [(4, test_rule.id, 0)]}) + + salary = 80000.0 + employee = self._createEmployee() + contract = self._createContract(employee, wage=salary, schedule_pay='bi-weekly') + payslip = self._createPayslip(employee, '2019-12-30', '2020-01-12') + payslip.compute_sheet() + cats = self._getCategories(payslip) + self.assertEqual(cats['test_sum_behavior'], 1.0) + process_payslip(payslip) + + # Basic date_from behavior. + self.env['ir.config_parameter'].set_param('hr_payroll.payslip.sum_behavior', 'date_from') + # The the date_from on the last payslip will not be found + payslip = self._createPayslip(employee, '2020-01-13', '2020-01-27') + payslip.compute_sheet() + cats = self._getCategories(payslip) + self.assertEqual(cats['test_sum_behavior'], 1.0) + + # date_to behavior. + self.env['ir.config_parameter'].set_param('hr_payroll.payslip.sum_behavior', 'date_to') + # The date_to on the last payslip is found + payslip = self._createPayslip(employee, '2020-01-13', '2020-01-27') + payslip.compute_sheet() + cats = self._getCategories(payslip) + self.assertEqual(cats['test_sum_behavior'], 0.0) diff --git a/l10n_us_hr_payroll/tests/test_us_ak_alaska_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_ak_alaska_payslip_2019.py new file mode 100644 index 00000000..3eb62184 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_ak_alaska_payslip_2019.py @@ -0,0 +1,61 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip, process_payslip + + +class TestUsAKPayslip(TestUsPayslip): + # TAXES AND RATES + AK_UNEMP_MAX_WAGE = 39900.00 + AK_UNEMP = -(1.780 / 100.0) + AK_UNEMP_EE = -(0.5 / 100.0) + + def test_taxes_monthly_over_max(self): + salary = 50000.00 + schedule_pay = 'monthly' + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AK'), + state_income_tax_additional_withholding=0.0, + schedule_pay=schedule_pay) + + self._log('2019 Alaska tax first payslip monthly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], self.AK_UNEMP_MAX_WAGE * self.AK_UNEMP) + self.assertPayrollEqual(cats['EE_US_SUTA'], self.AK_UNEMP_MAX_WAGE * self.AK_UNEMP_EE) + + process_payslip(payslip) + + remaining_ak_unemp_wages = 0.00 # We already reached the maximum wage for unemployment insurance. + + self._log('2019 Alaska tax second payslip monthly:') + payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], remaining_ak_unemp_wages * self.AK_UNEMP) # 0 + + def test_taxes_weekly_under_max(self): + salary = 5000.00 + schedule_pay = 'weekly' + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AK'), + state_income_tax_additional_withholding=0.0, + schedule_pay=schedule_pay) + + self._log('2019 Alaska tax first payslip weekly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], salary * self.AK_UNEMP) + self.assertPayrollEqual(cats['EE_US_SUTA'], salary * self.AK_UNEMP_EE) + + process_payslip(payslip) diff --git a/l10n_us_hr_payroll/tests/test_us_ak_alaska_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_ak_alaska_payslip_2020.py new file mode 100644 index 00000000..868a8dff --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_ak_alaska_payslip_2020.py @@ -0,0 +1,15 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from datetime import date +from .common import TestUsPayslip + + +class TestUsAKPayslip(TestUsPayslip): + # TAXES AND RATES + AK_UNEMP_MAX_WAGE = 41500.00 + AK_UNEMP = 1.590 + AK_UNEMP_EE = 0.5 + + def test_2020_taxes(self): + self._test_er_suta('AK', self.AK_UNEMP, date(2020, 1, 1), wage_base=self.AK_UNEMP_MAX_WAGE) + self._test_ee_suta('AK', self.AK_UNEMP_EE, date(2020, 1, 1), wage_base=self.AK_UNEMP_MAX_WAGE) diff --git a/l10n_us_hr_payroll/tests/test_us_al_alabama_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_al_alabama_payslip_2019.py new file mode 100644 index 00000000..61290314 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_al_alabama_payslip_2019.py @@ -0,0 +1,264 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip, process_payslip + + +class TestUsALPayslip(TestUsPayslip): + # TAXES AND RATES + AL_UNEMP_MAX_WAGE = 8000.00 + AL_UNEMP = -2.70 / 100.0 + + def test_taxes_weekly(self): + salary = 10000.00 + schedule_pay = 'weekly' + dependents = 1 + filing_status = 'S' + # see https://revenue.alabama.gov/wp-content/uploads/2019/01/whbooklet_0119.pdf for reference + # Hand Calculated Amount to Test + # Step 1 -> 10000.00 for wages per period , 52.0 for weekly -> 10000 * 52 -> 520000.0 + # Step 2A -> standard deduction for highest wage bracket -> 2000. Subtract from yearly income + # 520000 - 2000 = 518000.0 + # Step 2B -> Subtract Federal Income Tax in yearly form -> Our Fed withholding is -2999.66 * 52 = -155982.32 + # -> 518000.0 - 155982.32 = 362017.68 + # Step 2C -> Subtract the personal exemption -> 1500 for single filing_status + # -> 362017.68 - 1500 = 360517.68 + # Step 2D -> Since income is so high, only 300$ per dependent -> 300$. Subtract + # -> 360517.68 - 300 = 360217.68 + # + # Step 5 (after adding previous lines) -> Compute marginal taxes. + # (500 * (2.00 / 100)) + (2500 * (4.00 / 100)) + ((360217.68 - 500 - 2500) * (5.00 / 100)) -> 17970.884000000002 + # Convert back to pay period + # wh = round(17970.884000000002, 2) -> 17970.88 / 52.0 -> 345.59 + wh = -345.59 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AL'), + al_a4_sit_exemptions=filing_status, + state_income_tax_additional_withholding=0.0, + state_income_tax_exempt=False, + al_a4_sit_dependents=dependents, + schedule_pay=schedule_pay) + + self._log('2019 Alabama tax first payslip weekly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['EE_US_941_FIT'], -2999.66) # Hand Calculated. + self.assertPayrollEqual(cats['ER_US_SUTA'], self.AL_UNEMP_MAX_WAGE * self.AL_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) + + remaining_AL_UNEMP_wages = 0.00 # We already reached the maximum wage for unemployment insurance. + + self._log('2019 Alabama tax second payslip weekly:') + payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], remaining_AL_UNEMP_wages * self.AL_UNEMP) # 0 + + def test_taxes_married_jointly(self): + salary = 10000.00 + schedule_pay = 'weekly' + dependents = 1 + filing_status = 'M' + + # see https://revenue.alabama.gov/wp-content/uploads/2019/01/whbooklet_0119.pdf for reference + # Hand Calculated Amount to Test + # Step 1 -> 10000.00 for wages per period , 52.0 for weekly -> 10000 * 52 -> 520000.0 + # Step 2A -> standard deduction for highest wage bracket -> 4000. Subtract from yearly income + # 520000 - 4000 = 516000.0 + # Step 2B -> Subtract Federal Income Tax in yearly form -> Our Fed withholding is -2999.66 * 52 = -155982.32 + # -> 516000.0 - 155982.32 = 360017.68 + # Step 2C -> Subtract the personal exemption -> 3000 for married filing jointly. + # -> 360017.68 - 3000 = 357017.68 + # Step 2D -> Since income is so high, only 300$ per dependent -> 300$. Subtract + # -> 357017.68 - 300 = 356717.68 + # + # Step 5 (after adding previous lines) -> Compute marginal taxes. + # (1000 * (2.00 / 100)) + (5000 * (4.00 / 100)) + ((356717.68 - 1000 - 50000) * (5.00 / 100)) + # -> 17755.884000000002 + # Convert back to pay period + # wh = round(17755.884000000002, 2) -> 15505.88 / 52.0 -> 341.45923076923077 + wh = -341.46 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AL'), + al_a4_sit_exemptions=filing_status, + state_income_tax_additional_withholding=0.0, + state_income_tax_exempt=False, + al_a4_sit_dependents=dependents, + schedule_pay=schedule_pay) + + self._log('2019 Alabama tax first payslip weekly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['EE_US_941_FIT'], -2999.66) # Hand Calculated. + self.assertPayrollEqual(cats['ER_US_SUTA'], self.AL_UNEMP_MAX_WAGE * self.AL_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) + + + def test_taxes_semimonthly_filing_seperate(self): + salary = 20000.00 + schedule_pay = 'monthly' + filing_status = 'MS' + dependents = 2 + + # see https://revenue.alabama.gov/wp-content/uploads/2019/01/whbooklet_0119.pdf for reference + # Hand Calculated Amount to Test + # Step 1 -> 10000.00 for wages per period , 12.0 for monthly -> 20000 * 12 -> 240000.00 + # Step 2A -> standard deduction for highest wage bracket -> 2000. Subtract from yearly income + # 240000.00 - 2000 = 238000.00 + # Step 2B -> Subtract Federal Income Tax in yearly form -> Our Fed withholding is -4821.99 * 12 = -57863.88 + # -> 238000.00 - 57863.88 = 180136.12 + # Step 2C -> Subtract the personal exemption -> 1500 for married filing separately + # -> 180136.12 - 1500 = 178636.12 + # Step 2D -> Since income is so high, only 300$ per dependent -> 600. Subtract + # -> 178636.12 - 600 = 178036.12 + # + # Step 5 (after adding previous lines) -> Compute marginal taxes. + # (500 * (2.00 / 100)) + (2500 * (4.00 / 100)) + ((178036.12 - 500 - 2500) * (5.00 / 100)) -> 8861.806 + # Convert back to pay period + # wh = 8861.806 / 12.0 rounded -> 738.48 + wh = -738.48 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AL'), + al_a4_sit_exemptions=filing_status, + state_income_tax_additional_withholding=0.0, + state_income_tax_exempt=False, + al_a4_sit_dependents=dependents, + schedule_pay=schedule_pay) + + self._log('2019 Alabama tax first payslip monthly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['EE_US_941_FIT'], -4822.00) # Hand Calculated. + self.assertPayrollEqual(cats['ER_US_SUTA'], self.AL_UNEMP_MAX_WAGE * self.AL_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) + + def test_tax_exempt(self): + salary = 5500.00 + wh = 0 + schedule_pay = 'weekly' + dependents = 2 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AL'), + al_a4_sit_exemptions='0', + state_income_tax_additional_withholding=0.0, + state_income_tax_exempt=True, + al_a4_sit_dependents=dependents, + schedule_pay=schedule_pay) + + self._log('2019 Alabama tax first payslip exempt:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], salary * self.AL_UNEMP) + self.assertPayrollEqual(cats.get('EE_US_SIT', 0.0), wh) + + def test_additional_withholding(self): + salary = 5500.0 + schedule_pay = 'weekly' + additional_wh = 40.0 + dependents = 2 + # filing status default is single + + # see https://revenue.alabama.gov/wp-content/uploads/2019/01/whbooklet_0119.pdf for reference + # Hand Calculated Amount to Test + # Step 1 -> 5500.00 for wages per period , 52.0 for monthly -> 5500 * 52.0 -> 286000.0 + # Step 2A -> standard deduction for highest wage bracket -> 2000. Subtract from yearly income + # 286000.0 - 2000 = 284000.0 + # Step 2B -> Subtract Federal Income Tax in yearly form -> Our Fed withholding is -1422.4 * 52.0 = -73964.8 + # -> 284000.0 - 73964.8 = 210035.2 + # Step 2C -> Subtract the personal exemption -> 1500 for single + # -> 210035.2 - 1500 = 208535.2 + # Step 2D -> Since income is so high, only 300$ per dependent -> 600. Subtract + # -> 208535.2 - 600 = 207935.2 + # + # Step 5 (after adding previous lines) -> Compute marginal taxes. + # (500 * (2.00 / 100)) + (2500 * (4.00 / 100)) + ((207935.2 - 500 - 2500) * (5.00 / 100)) -> 10356.76 + # Convert back to pay period + # wh = 10356.76 / 52.0 rounded -> 199.17 + wh = -199.17 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AL'), + al_a4_sit_exemptions='S', + state_income_tax_additional_withholding=40.0, + state_income_tax_exempt=False, + al_a4_sit_dependents=dependents, + schedule_pay=schedule_pay) + + self._log('2019 Alabama tax first payslip additional withholding:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['EE_US_941_FIT'], -1422.4) # Hand Calculated. + self.assertPayrollEqual(cats['ER_US_SUTA'], salary * self.AL_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh - additional_wh) + + def test_personal_exemption(self): + salary = 5500.0 + schedule_pay = 'weekly' + # filing status default is single + + # see https://revenue.alabama.gov/wp-content/uploads/2019/01/whbooklet_0119.pdf for reference + # Hand Calculated Amount to Test + # Step 1 -> 5500.00 for wages per period , 52.0 for monthly -> 5500 * 52.0 -> 286000.0 + # Step 2A -> standard deduction for highest wage bracket -> 2000. Subtract from yearly income + # 286000.0 - 2000 = 284000.0 + # Step 2B -> Subtract Federal Income Tax in yearly form -> Our Fed withholding is -1422.4 * 52.0 = -73964.8 + # -> 284000.0 - 73964.8 = 210035.2 + # Step 2C -> Subtract the personal exemption -> 0 for personal exemptioon + # -> 210035.2 - 0 = 210035.2 + # Step 2D -> Subtract per dependent. No dependents so 0 + # -> 210035.2 - 0 = 210035.2 + # + # Step 5 (after adding previous lines) -> Compute marginal taxes. + # (500 * (2.00 / 100)) + (2500 * (4.00 / 100)) + ((210035.2 - 500 - 2500) * (5.00 / 100)) -> 10461.76 + # Convert back to pay period + # wh = 10461.76 / 52.0 rounded -> 201.19 + wh = -199.74 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AL'), + al_a4_sit_exemptions='S', + state_income_tax_additional_withholding=0.0, + state_income_tax_exempt=False, + al_a4_sit_dependents=0.0, + schedule_pay=schedule_pay) + + self._log('2019 Alabama tax first payslip additional withholding:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['EE_US_941_FIT'], -1422.4) # Hand Calculated. + self.assertPayrollEqual(cats['ER_US_SUTA'], salary * self.AL_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) diff --git a/l10n_us_hr_payroll/tests/test_us_al_alabama_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_al_alabama_payslip_2020.py new file mode 100644 index 00000000..055c95cb --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_al_alabama_payslip_2020.py @@ -0,0 +1,36 @@ +# 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 TestUsALPayslip(TestUsPayslip): + # Taxes and Rates + AL_UNEMP_MAX_WAGE = 8000.00 + AL_UNEMP = 2.70 + + def _test_sit(self, wage, exempt, exemptions, additional_withholding, dependent, schedule_pay, date_start, expected_withholding): + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wage, + state_id=self.get_us_state('AL'), + al_a4_sit_exemptions=exempt, + state_income_tax_exempt=exemptions, + state_income_tax_additional_withholding=additional_withholding, + al_a4_sit_dependents=dependent, + 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('AL', self.AL_UNEMP, date(2020, 1, 1), wage_base=self.AL_UNEMP_MAX_WAGE) + self._test_sit(10000.0, 'S', False, 0.0, 1.0, 'weekly', date(2020, 1, 1), 349.08) + self._test_sit(850.0, 'M', False, 0.0, 2.0, 'weekly', date(2020, 1, 1), 29.98) + self._test_sit(5000.0, 'H', False, 0.0, 2.0, 'bi-weekly', date(2020, 1, 1), 191.15) + self._test_sit(20000.0, 'MS', False, 2.0, 0, 'monthly', date(2020, 1, 1), 757.6) + self._test_sit(5500.0, '0', True, 2.0, 150, 'weekly', date(2020, 1, 1), 0) diff --git a/l10n_us_hr_payroll/tests/test_us_ca_california_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_ca_california_payslip_2019.py new file mode 100644 index 00000000..b9331fe3 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_ca_california_payslip_2019.py @@ -0,0 +1,245 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip, process_payslip + + +class TestUsCAPayslip(TestUsPayslip): + ### + # Taxes and Rates + ### + CA_MAX_WAGE = 7000 + CA_UIT = -3.5 / 100.0 + CA_ETT = -0.1 / 100.0 + CA_SDI = -1.0 / 100.0 + + # Examples from https://www.edd.ca.gov/pdf_pub_ctr/20methb.pdf + def test_example_a(self): + salary = 210 + schedule_pay = 'weekly' + allowances = 1 + additional_allowances = 0 + + wh = 0.00 + + employee = self._createEmployee() + + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('CA'), + ca_de4_sit_filing_status='single', + state_income_tax_additional_withholding=0.0, + ca_de4_sit_allowances=allowances, + ca_de4_sit_additional_allowances=additional_allowances, + schedule_pay=schedule_pay) + + self._log('2019 California 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_SUTA'], salary * (self.CA_UIT + self.CA_ETT)) + self.assertPayrollEqual(cats['EE_US_SUTA'], salary * self.CA_SDI) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) + + def test_example_b(self): + salary = 1250 + schedule_pay = 'bi-weekly' + allowances = 2 + additional_allowances = 1 + + # Example B + subject_to_withholding = salary - 38 + taxable_income = subject_to_withholding - 339 + computed_tax = (taxable_income - 632) * 0.022 + 6.95 # 6.95 Marginal Amount + wh = computed_tax - 9.65 # two exemption allowances + wh = -wh + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('CA'), + ca_de4_sit_filing_status='married', + state_income_tax_additional_withholding=0.0, + ca_de4_sit_allowances=allowances, + ca_de4_sit_additional_allowances=additional_allowances, + schedule_pay=schedule_pay) + + self._log('2019 California 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_SUTA'], salary * (self.CA_UIT + self.CA_ETT)) + self.assertPayrollEqual(cats['EE_US_SUTA'], salary * self.CA_SDI) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) + + + def test_example_c(self): + salary = 4100 + schedule_pay = 'monthly' + allowances = 5 + additional_allowances = 0.0 + + wh = -9.3 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('CA'), + ca_de4_sit_filing_status='married', + state_income_tax_additional_withholding=0.0, + ca_de4_sit_allowances=allowances, + ca_de4_sit_additional_allowances=additional_allowances, + schedule_pay=schedule_pay) + + self._log('2019 California 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_SUTA'], salary * (self.CA_UIT + self.CA_ETT)) + self.assertPayrollEqual(cats['EE_US_SUTA'], salary * self.CA_SDI) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_ca_uit_wages = self.CA_MAX_WAGE - salary if (self.CA_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2019 California tax second payslip:') + payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], round((remaining_ca_uit_wages * (self.CA_UIT + self.CA_ETT)), 2)) + + def test_example_d(self): + salary = 800 + schedule_pay = 'weekly' + allowances = 3 + additional_allowances = 0 + + wh = -3.18 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('CA'), + ca_de4_sit_filing_status='head_household', + state_income_tax_additional_withholding=0.0, + ca_de4_sit_allowances=allowances, + ca_de4_sit_additional_allowances=additional_allowances, + schedule_pay=schedule_pay) + + self._log('2019 California 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_SUTA'], salary * (self.CA_UIT + self.CA_ETT)) + self.assertPayrollEqual(cats['EE_US_SUTA'], salary * self.CA_SDI) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_ca_uit_wages = self.CA_MAX_WAGE - salary if (self.CA_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2019 California tax second payslip:') + payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], round((remaining_ca_uit_wages * (self.CA_UIT + self.CA_ETT)), 2)) + + def test_example_e(self): + salary = 1800 + schedule_pay = 'semi-monthly' + allowances = 4 + additional_allowances = 0 + + wh = -3.08 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('CA'), + ca_de4_sit_filing_status='married', + state_income_tax_additional_withholding=0.0, + ca_de4_sit_allowances=allowances, + ca_de4_sit_additional_allowances=additional_allowances, + schedule_pay=schedule_pay) + + self._log('2019 California 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_SUTA'], salary * (self.CA_UIT + self.CA_ETT)) + self.assertPayrollEqual(cats['EE_US_SUTA'], salary * self.CA_SDI) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + + remaining_ca_uit_wages = self.CA_MAX_WAGE - salary if (self.CA_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2019 California tax second payslip:') + payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], round((remaining_ca_uit_wages * (self.CA_UIT + self.CA_ETT)), 2)) + + def test_example_f(self): + salary = 45000 + schedule_pay = 'annually' + allowances = 4 + additional_allowances = 0 + + wh = -113.85 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('CA'), + ca_de4_sit_filing_status='married', + state_income_tax_additional_withholding=0.0, + ca_de4_sit_allowances=allowances, + ca_de4_sit_additional_allowances=additional_allowances, + schedule_pay=schedule_pay) + + self._log('2019 California 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_SUTA'], self.CA_MAX_WAGE * (self.CA_UIT + self.CA_ETT)) + self.assertPayrollEqual(cats['EE_US_SUTA'], self.CA_MAX_WAGE * self.CA_SDI) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) \ No newline at end of file diff --git a/l10n_us_hr_payroll/tests/test_us_ca_california_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_ca_california_payslip_2020.py new file mode 100755 index 00000000..c6c58547 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_ca_california_payslip_2020.py @@ -0,0 +1,42 @@ +# 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 TestUsCAPayslip(TestUsPayslip): + ### + # 2020 Taxes and Rates + ### + CA_UNEMP_MAX_WAGE = 7000.0 # Note that this is used for SDI and FLI as well + CA_UIT = 3.4 + CA_ETT = 0.1 + CA_SDI = 1.0 + + def _test_sit(self, wage, filing_status, allowances, additional_allowances, additional_withholding, schedule_pay, date_start, expected_withholding): + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wage, + state_id=self.get_us_state('CA'), + ca_de4_sit_filing_status=filing_status, + ca_de4_sit_allowances=allowances, + ca_de4_sit_additional_allowances=additional_allowances, + state_income_tax_additional_withholding=additional_withholding, + schedule_pay=schedule_pay) + payslip = self._createPayslip(employee, date_start, date_start + timedelta(days=7)) + payslip.compute_sheet() + cats = self._getCategories(payslip) + self.assertPayrollAlmostEqual(cats.get('EE_US_SIT', 0.0), -expected_withholding if filing_status else 0.0) + + def test_2020_taxes_example1(self): + combined_er_rate = self.CA_UIT + self.CA_ETT + self._test_er_suta('CA', combined_er_rate, date(2020, 1, 1), wage_base=self.CA_UNEMP_MAX_WAGE) + self._test_ee_suta('CA', self.CA_SDI, date(2020, 1, 1), wage_base=self.CA_UNEMP_MAX_WAGE, relaxed=True) + # these expected values come from https://www.edd.ca.gov/pdf_pub_ctr/20methb.pdf + self._test_sit(210.0, 'single', 1, 0, 0, 'weekly', date(2020, 1, 1), 0.00) + self._test_sit(1250.0, 'married', 2, 1, 0, 'bi-weekly', date(2020, 1, 1), 1.23) + self._test_sit(4100.0, 'married', 5, 0, 0, 'monthly', date(2020, 1, 1), 1.5) + self._test_sit(800.0, 'head_household', 3, 0, 0, 'weekly', date(2020, 1, 1), 2.28) + self._test_sit(1800.0, 'married', 4, 0, 0, 'semi-monthly', date(2020, 1, 1), 0.84) + self._test_sit(45000.0, 'married', 4, 0, 0, 'annually', date(2020, 1, 1), 59.78) + self._test_sit(45000.0, 'married', 4, 0, 20.0, 'annually', date(2020, 1, 1), 79.78) diff --git a/l10n_us_hr_payroll/tests/test_us_co_colorado_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_co_colorado_payslip_2020.py new file mode 100755 index 00000000..6e24cbb0 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_co_colorado_payslip_2020.py @@ -0,0 +1,36 @@ +# 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 TestUsCOPayslip(TestUsPayslip): + ### + # 2020 Taxes and Rates + ### + CO_UNEMP_MAX_WAGE = 13600.0 + CO_UNEMP = 1.7 + + def _test_sit(self, wage, filing_status, additional_withholding, schedule_pay, date_start, expected_withholding, state_income_tax_exempt=False): + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wage, + state_id=self.get_us_state('CO'), + fed_941_fit_w4_filing_status=filing_status, + state_income_tax_additional_withholding=additional_withholding, + state_income_tax_exempt=state_income_tax_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('CO', self.CO_UNEMP, date(2020, 1, 1), wage_base=self.CO_UNEMP_MAX_WAGE) + self._test_sit(5000.0, 'married', 0.0, 'semi-monthly', date(2020, 1, 1), 216.07) + self._test_sit(800.0, 'single', 0.0, 'weekly', date(2020, 1, 1), 33.48) + self._test_sit(20000.0, 'married', 0.0, 'quarterly', date(2020, 1, 1), 833.4) + self._test_sit(20000.0, 'married', 10.0, 'quarterly', date(2020, 1, 1), 843.4) + self._test_sit(20000.0, 'married', 0.0, 'quarterly', date(2020, 1, 1), 0.0, True) diff --git a/l10n_us_hr_payroll/tests/test_us_ct_connecticut_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_ct_connecticut_payslip_2019.py new file mode 100644 index 00000000..ab423131 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_ct_connecticut_payslip_2019.py @@ -0,0 +1,121 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip, process_payslip + + +class TestUsCTPayslip(TestUsPayslip): + # TAXES AND RATES + CT_UNEMP_MAX_WAGE = 15000.00 + CT_UNEMP = -(3.40 / 100.0) + + def test_taxes_weekly_with_additional_wh(self): + + # Tax tables can be found here: + # https://portal.ct.gov/-/media/DRS/Publications/pubsip/2019/IP-2019(1).pdf?la=en + # Step 1 - Wages per period -> 10000.00 + salary = 10000.00 + # Step 2 and 3 - Annual wages -> 10000.00 * 52.0 -> 520000.0 + schedule_pay = 'weekly' + # Step 4 Employee Withholding Code -> A + wh_code = 'a' + # Step 5 - Use annual wages and withholding code with table for exemption amount. + # exemption_amt = 0 since highest bracket. + # Step 6 - Subtract 5 from 3 for taxable income. + # taxable income = 520000.00 since we do not have an exemption. + # Step 7 - Determine initial amount from table + # initial = 31550 + ((6.99 / 100) * (520000.00 - 500000.00)) + # 32948.0 + # Step 8 - Determine the tax rate phase out add back from table. + # phase_out = 200 + # Step 9 - Determine the recapture amount from table. + # Close to top, but not top. -> 2900 + # Step 10 - Add Step 7, 8, 9 + # 32948.0 + 200 + 2900.00 - > 36048.0 + # Step 11 - Determine decimal amount from personal tax credits. + # We get no tax credit. + # Step 12 - Multiple Step 10 by 1.00 - Step 11 + # 36048.0 * 1.00 = 36048.0 + # Step 13 - Divide by the number of pay periods. + # 36048.0 / 52.0 = 693.23 + # Step 14 & 15 & 16- Add / Subtract the additional or under withholding amount. Then Add this to the amount + # for withholding per period. + additional_wh = 12.50 + # 693.23 + 12.50 -> + wh = -705.73 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('CT'), + ct_w4na_sit_code=wh_code, + state_income_tax_additional_withholding=additional_wh, + schedule_pay=schedule_pay) + + self._log('2019 Connecticut tax first payslip weekly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], salary * self.CT_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) + + remaining_CT_UNEMP_wages = 5000.00 # We already reached the maximum wage for unemployment insurance. + self._log('2019 Connecticut tax second payslip weekly:') + payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], remaining_CT_UNEMP_wages * self.CT_UNEMP) + + def test_taxes_weekly_with_different_code(self): + + # Tax tables can be found here: + # https://portal.ct.gov/-/media/DRS/Publications/pubsip/2019/IP-2019(1).pdf?la=en + # Step 1 - Wages per period -> 15000.00 + salary = 15000.00 + # Step 2 and 3 - Annual wages -> 15000.00 * 12.0 -> 180000.0 + schedule_pay = 'monthly' + # Step 4 Employee Withholding Code -> B + wh_code = 'b' + # Step 5 - Use annual wages and withholding code with table for exemption amount. + # exemption_amt = 0 since highest bracket. + # Step 6 - Subtract 5 from 3 for taxable income. + # taxable income = 180000.0 since we do not have an exemption. + # Step 7 - Determine initial amount from table + # initial = 8080 + ((6.00 / 100) * (180000.0 - 160000)) + # 9280.0 + # Step 8 - Determine the tax rate phase out add back from table. + # phase_out = 320 + # Step 9 - Determine the recapture amount from table. + # Bottom -> 0 + # Step 10 - Add Step 7, 8, 9 + # 9280.0 + 320 + 0 - > 9600.0 + # Step 11 - Determine decimal amount from personal tax credits. + # We get no tax credit. + # Step 12 - Multiple Step 10 by 1.00 - Step 11 + # 9600.0 * 1.00 = 9600.0 + # Step 13 - Divide by the number of pay periods. + # 9600.0 / 12.0 = 800.0 + # Step 14 & 15 & 16- Add / Subtract the additional or under withholding amount. Then Add this to the amount + # for withholding per period. + additional_wh = 15.00 + # 800.0 + 15.00 -> + wh = -815.0 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('CT'), + ct_w4na_sit_code=wh_code, + state_income_tax_additional_withholding=additional_wh, + schedule_pay=schedule_pay) + + self._log('2019 Connecticut tax first payslip monthly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], self.CT_UNEMP_MAX_WAGE * self.CT_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) diff --git a/l10n_us_hr_payroll/tests/test_us_ct_connecticut_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_ct_connecticut_payslip_2020.py new file mode 100644 index 00000000..a5db79a6 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_ct_connecticut_payslip_2020.py @@ -0,0 +1,34 @@ +# 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 TestUsCTPayslip(TestUsPayslip): + # Taxes and Rates + CT_UNEMP_MAX_WAGE = 15000.0 + CT_UNEMP = 3.2 + + def _test_sit(self, wage, withholding_code, additional_withholding, schedule_pay, date_start, expected_withholding): + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wage, + state_id=self.get_us_state('CT'), + ct_w4na_sit_code=withholding_code, + state_income_tax_additional_withholding=additional_withholding, + 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('CT', self.CT_UNEMP, date(2020, 1, 1), wage_base=self.CT_UNEMP_MAX_WAGE) + self._test_sit(10000.0, 'a', 0.0, 'weekly', date(2020, 1, 1), 693.23) + self._test_sit(12000.0, 'b', 15.0, 'bi-weekly', date(2020, 1, 1), 688.85) + self._test_sit(5000.0, 'f', 15.0, 'monthly', date(2020, 1, 1), 230.25) + self._test_sit(15000.0, 'c', 0.0, 'monthly', date(2020, 1, 1), 783.33) + self._test_sit(18000.0, 'b', 0.0, 'weekly', date(2020, 1, 1), 1254.35) diff --git a/l10n_us_hr_payroll/tests/test_us_de_delaware_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_de_delaware_payslip_2020.py new file mode 100755 index 00000000..ed285368 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_de_delaware_payslip_2020.py @@ -0,0 +1,36 @@ +# 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 TestUsDEPayslip(TestUsPayslip): + ### + # 2020 Taxes and Rates + ### + DE_UNEMP_MAX_WAGE = 16500.0 + DE_UNEMP = 1.50 + # Calculation based on section 17. https://revenue.delaware.gov/employers-guide-withholding-regulations-employers-duties/ + + def _test_sit(self, wage, filing_status, additional_withholding, dependents, schedule_pay, date_start, expected_withholding): + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wage, + state_id=self.get_us_state('DE'), + de_w4_sit_filing_status=filing_status, + state_income_tax_additional_withholding=additional_withholding, + de_w4_sit_dependent=dependents, + 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('DE', self.DE_UNEMP, date(2020, 1, 1), wage_base=self.DE_UNEMP_MAX_WAGE) + self._test_sit(480.77, 'single', 0.0, 1.0, 'weekly', date(2020, 1, 1), 13.88) + self._test_sit(5000.0, 'single', 0.0, 2.0, 'monthly', date(2020, 1, 1), 211.93) + self._test_sit(5000.0, 'single', 10.0, 1.0, 'monthly', date(2020, 1, 1), 231.1) + self._test_sit(20000.0, 'married', 0.0, 3.0, 'quarterly', date(2020, 1, 1), 876.0) diff --git a/l10n_us_hr_payroll/tests/test_us_hi_hawaii_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_hi_hawaii_payslip_2019.py new file mode 100644 index 00000000..13f1f2b5 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_hi_hawaii_payslip_2019.py @@ -0,0 +1,93 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip, process_payslip + + +class TestUsHIPayslip(TestUsPayslip): + + # TAXES AND RATES + HI_UNEMP_MAX_WAGE = 46800.00 + HI_UNEMP = -(2.40 / 100.0) + + def test_taxes_single_weekly(self): + salary = 375.00 + schedule_pay = 'weekly' + filing_status = 'single' + allowances = 3 + wh_to_check = -15.3 + # Taxable income = (wage * payperiod ) - (allownaces * personal_exemption) + # taxable_income = (375 * 52) - (3 * 1144) = 16068 + # Last = row[0] = 692 + # withholding = row[1] + ((row[2] / 100.0) * (taxable_income - last)) + # withholding = 682 + ((6.80 / 100.0 ) * (16068 - 14400)) = 795.42 + # wh_to_check = 795.42/52 = 15.3 + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('HI'), + hi_hw4_sit_filing_status=filing_status, + state_income_tax_additional_withholding=0.0, + hi_hw4_sit_allowances=allowances, + schedule_pay=schedule_pay) + + self._log('2019 Hawaii tax first payslip single:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], salary * self.HI_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh_to_check) + + process_payslip(payslip) + + remaining_id_unemp_wages = self.HI_UNEMP_MAX_WAGE - salary if (self.HI_UNEMP_MAX_WAGE - 2*salary < salary) \ + else salary + + self._log('2019 Hawaii tax second payslip single:') + payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], remaining_id_unemp_wages * self.HI_UNEMP) + + def test_taxes_married_monthly(self): + salary = 5000.00 + schedule_pay = 'monthly' + filing_status = 'married' + allowances = 2 + wh_to_check = -287.1 + # Taxable income = (wage * payperiod ) - (allownaces * personal_exemption) + # taxable_income = (5000 * 12) - (2 * 1144) = 57712 + # Last = row[0] = 48000 + # withholding = row[1] + ((row[2] / 100.0) * (taxable_income - last)) + # withholding = 2707 + ((7.70 / 100.0 ) * (57712 - 48000)) = 3445.112 + # wh_to_check = 3445.112/52 = 287.092 + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('HI'), + hi_hw4_sit_filing_status=filing_status, + state_income_tax_additional_withholding=0.0, + hi_hw4_sit_allowances=allowances, + schedule_pay=schedule_pay) + + self._log('2019 Hawaii tax first payslip monthly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], salary * self.HI_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh_to_check) + + process_payslip(payslip) + + remaining_id_unemp_wages = self.HI_UNEMP_MAX_WAGE - salary if (self.HI_UNEMP_MAX_WAGE - 2*salary < salary) \ + else salary + + self._log('2019 Hawaii tax second payslip monthly:') + payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], remaining_id_unemp_wages * self.HI_UNEMP) + diff --git a/l10n_us_hr_payroll/tests/test_us_hi_hawaii_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_hi_hawaii_payslip_2020.py new file mode 100755 index 00000000..9684c52d --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_hi_hawaii_payslip_2020.py @@ -0,0 +1,35 @@ +# 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 TestUsHIPayslip(TestUsPayslip): + ### + # 2020 Taxes and Rates + ### + HI_UNEMP_MAX_WAGE = 48100.00 + HI_UNEMP = 2.4 + + def _test_sit(self, wage, filing_status, additional_withholding, allowances, schedule_pay, date_start, expected_withholding): + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wage, + state_id=self.get_us_state('HI'), + hi_hw4_sit_filing_status=filing_status, + state_income_tax_additional_withholding=additional_withholding, + hi_hw4_sit_allowances=allowances, + 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('HI', self.HI_UNEMP, date(2020, 1, 1), wage_base=self.HI_UNEMP_MAX_WAGE) + self._test_sit(375.0, 'single', 0.0, 3.0, 'weekly', date(2020, 1, 1), 15.3) + self._test_sit(5000.0, 'married', 0.0, 2.0, 'monthly', date(2020, 1, 1), 287.1) + self._test_sit(5000.0, 'married', 10.0, 2.0, 'monthly', date(2020, 1, 1), 297.1) + self._test_sit(50000.0, 'head_of_household', 0.0, 3.0, 'weekly', date(2020, 1, 1), 3933.65) diff --git a/l10n_us_hr_payroll/tests/test_us_ia_iowa_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_ia_iowa_payslip_2019.py new file mode 100644 index 00000000..cb3bccfd --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_ia_iowa_payslip_2019.py @@ -0,0 +1,152 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip, process_payslip + + +class TestUsIAPayslip(TestUsPayslip): + IA_UNEMP_MAX_WAGE = 30600 + IA_UNEMP = -1.0 / 100.0 + IA_INC_TAX = -0.0535 + + def test_taxes_weekly(self): + wages = 30000.00 + schedule_pay = 'weekly' + allowances = 1 + additional_wh = 0.00 + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wages, + state_id=self.get_us_state('IA'), + state_income_tax_additional_withholding=additional_wh, + ia_w4_sit_allowances=allowances, + schedule_pay=schedule_pay) + + self._log('2019 Iowa tax first payslip weekly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + # T1 is the gross taxable wages for the pay period minus the Federal withholding amount. We add the federal + # withholding amount because it is calculated in the base US payroll module as a negative + # t1 = 30000 - (10399.66) = 19600.34 + t1_to_test = wages + cats['EE_US_941_FIT'] + self.assertPayrollAlmostEqual(t1_to_test, 19600.34) + + # T2 is T1 minus our standard deduction which is a table of flat rates dependent on the number of allowances. + # In our case, we have a weekly period which on the table has a std deduct. of $32.50 for 0 or 1 allowances, + # and 80.00 of 2 or more allowances. + standard_deduction = 32.50 # The allowance tells us what standard_deduction amount to use. + # t2 = 19600.34 - 32.50 = 19567.84 + t2_to_test = t1_to_test - standard_deduction + self.assertPayrollAlmostEqual(t2_to_test, 19567.84) + # T3 is T2 multiplied by the income rates in the large table plus a flat fee for that bracket. + # 1153.38 is the bracket floor. 8.53 is the rate, and 67.63 is the flat fee. + # t3 = 1638.38 + t3_to_test = ((t2_to_test - 1153.38) * (8.53 / 100)) + 67.63 + self.assertPayrollAlmostEqual(t3_to_test, 1638.38) + # T4 is T3 minus a flat amount determined by pay period * the number of deductions. For 2019, our weekly + # deduction amount per allowance is 0.77 + # t4 = 1638.38 - 0.77 = 155.03 + t4_to_test = t3_to_test - (0.77 * allowances) + self.assertPayrollAlmostEqual(t4_to_test, 1637.61) + # t5 is our T4 plus the additional withholding per period + # t5 = 1637.61 + 0.0 + # Convert to negative as well. + t5_to_test = -t4_to_test - additional_wh + self.assertPayrollAlmostEqual(t5_to_test, -1637.61) + + self.assertPayrollEqual(cats['ER_US_SUTA'], wages * self.IA_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], t5_to_test) + + + # Make a new payslip, this one will have maximums + + remaining_IA_UNEMP_wages = self.IA_UNEMP_MAX_WAGE - wages if (self.IA_UNEMP_MAX_WAGE - 2*wages < wages) \ + else wages + + self._log('2019 Iowa tax second payslip weekly:') + payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], wages * self.IA_UNEMP) + + def test_taxes_biweekly(self): + wages = 3000.00 + schedule_pay = 'bi-weekly' + allowances = 1 + additional_wh = 0.00 + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wages, + state_id=self.get_us_state('IA'), + state_income_tax_additional_withholding=additional_wh, + ia_w4_sit_allowances=allowances, + schedule_pay=schedule_pay) + + self._log('2019 Iowa tax first payslip bi-weekly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + # T1 is the gross taxable wages for the pay period minus the Federal withholding amount. We add the federal + # withholding amount because it is calculated in the base US payroll module as a negative + t1_to_test = wages + cats['EE_US_941_FIT'] + # T2 is T1 minus our standard deduction which is a table of flat rates dependent on the number of allowances. + # In our case, we have a biweekly period which on the table has a std deduct. of $65.00 for 0 or 1 allowances, + # and $160.00 of 2 or more allowances. + standard_deduction = 65.00 # The allowance tells us what standard_deduction amount to use. + t2_to_test = t1_to_test - standard_deduction + # T3 is T2 multiplied by the income rates in the large table plus a flat fee for that bracket. + t3_to_test = ((t2_to_test - 2306.77) * (8.53 / 100)) + 135.28 + # T4 is T3 minus a flat amount determined by pay period * the number of deductions. For 2019, our weekly + # deduction amount per allowance is 0.77 + t4_to_test = t3_to_test - (1.54 * allowances) + # t5 is our T4 plus the additional withholding per period + t5_to_test = -t4_to_test - additional_wh + + self.assertPayrollEqual(cats['ER_US_SUTA'], wages * self.IA_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], t5_to_test - additional_wh) + + process_payslip(payslip) + + def test_taxes_with_external_weekly(self): + wages = 2500.00 + schedule_pay = 'weekly' + allowances = 1 + additional_wh = 0.00 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wages, + state_id=self.get_us_state('IA'), + state_income_tax_additional_withholding=additional_wh, + ia_w4_sit_allowances=allowances, + schedule_pay=schedule_pay) + + self._log('2019 Iowa external tax first payslip external weekly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + + # T1 is the gross taxable wages for the pay period minus the Federal withholding amount. We add the federal + # withholding amount because it is calculated in the base US payroll module as a negative + t1_to_test = wages + cats['EE_US_941_FIT'] + # T2 is T1 minus our standard deduction which is a table of flat rates dependent on the number of allowances. + # In our case, we have a weekly period which on the table has a std deduct. of $32.50 for 0 or 1 allowances, + # and 80.00 of 2 or more allowances. + standard_deduction = 32.50 # The allowance tells us what standard_deduction amount to use. + t2_to_test = t1_to_test - standard_deduction + # T3 is T2 multiplied by the income rates in the large table plus a flat fee for that bracket. + t3_to_test = ((t2_to_test - 1153.38) * (8.53 / 100)) + 67.63 + # T4 is T3 minus a flat amount determined by pay period * the number of deductions. For 2019, our weekly + # deduction amount per allowance is 0.77 + t4_to_test = t3_to_test - (0.77 * allowances) + # t5 is our T4 plus the additional withholding per period + t5_to_test = -t4_to_test - additional_wh + + self.assertPayrollEqual(cats['ER_US_SUTA'], wages * self.IA_UNEMP) + self.assertPayrollAlmostEqual(cats['EE_US_SIT'], t5_to_test) + + process_payslip(payslip) \ No newline at end of file diff --git a/l10n_us_hr_payroll/tests/test_us_ia_iowa_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_ia_iowa_payslip_2020.py new file mode 100755 index 00000000..d5d66b16 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_ia_iowa_payslip_2020.py @@ -0,0 +1,33 @@ +# 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 TestUsIAPayslip(TestUsPayslip): + ### + # 2020 Taxes and Rates + ### + IA_UNEMP_MAX_WAGE = 31600.00 + IA_UNEMP = 1.0 + + def _test_sit(self, wage, additional_withholding, allowances, schedule_pay, date_start, expected_withholding): + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wage, + state_id=self.get_us_state('IA'), + state_income_tax_additional_withholding=additional_withholding, + ia_w4_sit_allowances=allowances, + 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('IA', self.IA_UNEMP, date(2020, 1, 1), wage_base=self.IA_UNEMP_MAX_WAGE) + self._test_sit(3000.0, 0.0, 1.0, 'bi-weekly', date(2020, 1, 1), 146.68) + self._test_sit(3000.0, 10.0, 1.0, 'bi-weekly', date(2020, 1, 1), 156.68) + self._test_sit(30000.0, 0.0, 1.0, 'weekly', date(2020, 1, 1), 1640.04) diff --git a/l10n_us_hr_payroll/tests/test_us_id_idaho_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_id_idaho_payslip_2019.py new file mode 100644 index 00000000..8e3576d6 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_id_idaho_payslip_2019.py @@ -0,0 +1,85 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip, process_payslip + + +class TestUsIDPayslip(TestUsPayslip): + + # TAXES AND RATES + ID_UNEMP_MAX_WAGE = 40000.00 + ID_UNEMP = -(1.00 / 100.0) + + def test_taxes_single_biweekly(self): + salary = 1212.00 + schedule_pay = 'bi-weekly' + filing_status = 'single' + allowances = 4 + # SEE https://tax.idaho.gov/i-1026.cfm?seg=compute for example calculations + wh_to_check = -10.00 + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('ID'), + id_w4_sit_filing_status=filing_status, + id_w4_sit_allowances=allowances, + schedule_pay=schedule_pay) + + self._log('2019 Idaho tax first payslip single:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], salary * self.ID_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh_to_check) + + process_payslip(payslip) + + remaining_id_unemp_wages = self.ID_UNEMP_MAX_WAGE - salary if (self.ID_UNEMP_MAX_WAGE - 2*salary < salary) \ + else salary + + self._log('2019 Idaho tax second payslip single:') + payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], remaining_id_unemp_wages * self.ID_UNEMP) + + def test_taxes_married_monthly(self): + salary = 5000.00 + schedule_pay = 'monthly' + filing_status = 'married' + allowances = 2 + + # ICTCAT says monthly allowances are 246.67 + # we have 2 so 246.67 * 2 = 493.34 + # 5000.00 - 493.34 = 4506.66 + # Wh is 89$ plus 6.925% over 3959,00 + # 126.92545499999999 - > 127.0 + wh_to_check = -127.0 + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('ID'), + id_w4_sit_filing_status=filing_status, + id_w4_sit_allowances=allowances, + schedule_pay=schedule_pay) + + self._log('2019 Idaho tax first payslip monthly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], salary * self.ID_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh_to_check) + + process_payslip(payslip) + + remaining_id_unemp_wages = self.ID_UNEMP_MAX_WAGE - salary if (self.ID_UNEMP_MAX_WAGE - 2*salary < salary) \ + else salary + + self._log('2019 Idaho tax second payslip monthly:') + payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['ER_US_SUTA'], remaining_id_unemp_wages * self.ID_UNEMP) diff --git a/l10n_us_hr_payroll/tests/test_us_id_idaho_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_id_idaho_payslip_2020.py new file mode 100755 index 00000000..bf687080 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_id_idaho_payslip_2020.py @@ -0,0 +1,35 @@ +# 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 TestUsIDPayslip(TestUsPayslip): + ### + # 2020 Taxes and Rates + ### + ID_UNEMP_MAX_WAGE = 41600.00 + ID_UNEMP = 1.0 + + def _test_sit(self, wage, filing_status, allowances, schedule_pay, date_start, expected_withholding): + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wage, + state_id=self.get_us_state('ID'), + id_w4_sit_filing_status=filing_status, + id_w4_sit_allowances=allowances, + 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('ID', self.ID_UNEMP, date(2020, 1, 1), wage_base=self.ID_UNEMP_MAX_WAGE) + self._test_sit(1212.0, 'single', 4.0, 'bi-weekly', date(2020, 1, 1), 10.0) + self._test_sit(10000.0, 'married', 1.0, 'annually', date(2020, 1, 1), 0.0) + self._test_sit(52000.0, 'married', 4.0, 'monthly', date(2020, 1, 1), 3348.02) + self._test_sit(5000.0, 'head of household', 0.0, 'semi-monthly', date(2020, 1, 1), 300.0) + self._test_sit(5900.0, 'single', 5.0, 'weekly', date(2020, 1, 1), 367.0) diff --git a/l10n_us_hr_payroll/tests/test_us_nh_new_hampshire_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_nh_new_hampshire_payslip_2020.py new file mode 100644 index 00000000..1d85e700 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_nh_new_hampshire_payslip_2020.py @@ -0,0 +1,13 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from datetime import date +from .common import TestUsPayslip + + +class TestUsNHPayslip(TestUsPayslip): + # TAXES AND RATES + NH_UNEMP_MAX_WAGE = 14000.00 + NH_UNEMP = 1.2 + + def test_2020_taxes(self): + self._test_er_suta('NH', self.NH_UNEMP, date(2020, 1, 1), wage_base=self.NH_UNEMP_MAX_WAGE) diff --git a/l10n_us_hr_payroll/tests/test_us_nm_new_mexico_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_nm_new_mexico_payslip_2020.py new file mode 100755 index 00000000..0ab6c321 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_nm_new_mexico_payslip_2020.py @@ -0,0 +1,35 @@ +# 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 TestUsNMPayslip(TestUsPayslip): + ### + # 2020 Taxes and Rates + ### + NM_UNEMP_MAX_WAGE = 25800.0 + NM_UNEMP = 1.0 + # Calculation based on section 17. https://s3.amazonaws.com/realFile34821a95-73ca-43e7-b06d-fad20f5183fd/a9bf1098-533b-4a3d-806a-4bf6336af6e4?response-content-disposition=filename%3D%22FYI-104+-+New+Mexico+Withholding+Tax+-+Effective+January+1%2C+2020.pdf%22&response-content-type=application%2Fpdf&AWSAccessKeyId=AKIAJBI25DHBYGD7I7TA&Signature=feu%2F1oJvU6BciRfKcoR0iNxoVZE%3D&Expires=1585159702 + + def _test_sit(self, wage, filing_status, additional_withholding, schedule_pay, date_start, expected_withholding): + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wage, + state_id=self.get_us_state('NM'), + fed_941_fit_w4_filing_status=filing_status, + state_income_tax_additional_withholding=additional_withholding, + 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('NM', self.NM_UNEMP, date(2020, 1, 1), wage_base=self.NM_UNEMP_MAX_WAGE) + self._test_sit(1000.0, 'married', 0.0, 'weekly', date(2020, 1, 1), 29.47) + self._test_sit(1000.0, 'married', 10.0, 'weekly', date(2020, 1, 1), 39.47) + self._test_sit(25000.0, 'single', 0.0, 'bi-weekly', date(2020, 1, 1), 1202.60) + self._test_sit(25000.0, 'married_as_single', 0.0, 'monthly', date(2020, 1, 1), 1152.95) diff --git a/l10n_us_hr_payroll/views/res_config_settings_views.xml b/l10n_us_hr_payroll/views/res_config_settings_views.xml new file mode 100644 index 00000000..3c69b42f --- /dev/null +++ b/l10n_us_hr_payroll/views/res_config_settings_views.xml @@ -0,0 +1,32 @@ + + + + + res.config.settings.view.form.inherit + res.config.settings + + + +
+
+
+ Payslip Sum Behavior +
+ Customize the behavior of what payslips are eligible when summing over date ranges in rules. + Generally, "Date To" or "Accounting Date" would be preferred in the United States and anywhere + else where the ending date on the payslip is used to calculate wage bases. +
+
+
+
+
+
+
+
+ + + + + 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 0bfa51a9..8016d921 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -44,6 +44,13 @@ + +

Form A4 - State Income Tax

+ + + + +

Form AR4EC - State Income Tax

@@ -55,6 +62,29 @@ + +

Form W-4 - State Income Tax

+ + + + + + +

Form W-4 - State Income Tax

+ + + + +

Form DE W-4 - State Income Tax

+ + + + + +

Form CT-W4 - State Income Tax

+ + +

No additional fields.

 @@ -66,6 +96,23 @@ + +

Form HI HW-4 - State Income Tax

+ + + + + +

Form IA W-4 - State Income Tax

+ + + + + +

Form ID W-4 - State Income Tax

+ + +

Form IL-W-4 - State Income Tax

@@ -108,6 +155,9 @@ + +

No additional fields.

+

Form NJ-W4 - State Income Tax

@@ -115,6 +165,10 @@ + +

Form NM W-4 - State Income Tax

+ +

Form IT-4 - State Income Tax