From 72f4aebca24aaba2172d5bd30e0b80a6b560d177 Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Mon, 17 Feb 2020 13:10:01 -0500 Subject: [PATCH 01/16] IMP `l10n_us_hr_payroll` Port `l10n_us_ak_hr_payroll` AK Alaska including migration --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 3 + l10n_us_hr_payroll/data/state/ak_alaska.xml | 88 +++++++++++++++++++ l10n_us_hr_payroll/migrations/data.py | 10 +++ l10n_us_hr_payroll/tests/__init__.py | 3 + .../tests/test_us_ak_alaska_payslip_2019.py | 61 +++++++++++++ .../tests/test_us_ak_alaska_payslip_2020.py | 15 ++++ 7 files changed, 181 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/ak_alaska.xml create mode 100644 l10n_us_hr_payroll/tests/test_us_ak_alaska_payslip_2019.py create mode 100644 l10n_us_hr_payroll/tests/test_us_ak_alaska_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index 41d93477..f331885a 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -28,6 +28,7 @@ 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/ar_arkansas.xml', 'data/state/az_arizona.xml', 'data/state/fl_florida.xml', diff --git a/l10n_us_hr_payroll/data/final.xml b/l10n_us_hr_payroll/data/final.xml index 23b5beef..4b1a0afc 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -16,6 +16,9 @@ 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_ar_suta'), ref('hr_payroll_rule_ee_us_ar_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/migrations/data.py b/l10n_us_hr_payroll/migrations/data.py index e6077043..ff3f606a 100644 --- a/l10n_us_hr_payroll/migrations/data.py +++ b/l10n_us_hr_payroll/migrations/data.py @@ -79,6 +79,11 @@ 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_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', @@ -208,6 +213,11 @@ 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_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', diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index 7d4abae5..e5b8fa04 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -4,6 +4,9 @@ from . import common 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_ar_arkansas_payslip_2019 from . import test_us_ar_arkansas_payslip_2020 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) From 89d9dcb86741473b52d73fed3c1ed5e3e4b5d96e Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Mon, 17 Feb 2020 13:40:54 -0500 Subject: [PATCH 02/16] IMP `l10n_us_hr_payroll` Port `l10n_us_al_hr_payroll` AL Alabama including migration --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 3 + l10n_us_hr_payroll/data/state/al_alabama.xml | 179 ++++++++++++ l10n_us_hr_payroll/migrations/data.py | 17 ++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + l10n_us_hr_payroll/models/state/al_alabama.py | 77 +++++ .../models/us_payroll_config.py | 9 + l10n_us_hr_payroll/tests/__init__.py | 3 + .../tests/test_us_al_alabama_payslip_2019.py | 264 ++++++++++++++++++ .../tests/test_us_al_alabama_payslip_2020.py | 36 +++ .../views/us_payroll_config_views.xml | 7 + 11 files changed, 598 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/al_alabama.xml create mode 100644 l10n_us_hr_payroll/models/state/al_alabama.py create mode 100644 l10n_us_hr_payroll/tests/test_us_al_alabama_payslip_2019.py create mode 100644 l10n_us_hr_payroll/tests/test_us_al_alabama_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index f331885a..9e92081f 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -29,6 +29,7 @@ USA Payroll Rules. '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/fl_florida.xml', diff --git a/l10n_us_hr_payroll/data/final.xml b/l10n_us_hr_payroll/data/final.xml index 4b1a0afc..20e1a8a7 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -19,6 +19,9 @@ 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'), 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/migrations/data.py b/l10n_us_hr_payroll/migrations/data.py index ff3f606a..2ab9513e 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', @@ -84,6 +89,11 @@ XMLIDS_TO_REMOVE_2020 = [ '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', @@ -218,6 +228,13 @@ XMLIDS_TO_RENAME_2020 = { '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', diff --git a/l10n_us_hr_payroll/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index 449861d9..76395d60 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -14,6 +14,7 @@ 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.ga_georgia import ga_georgia_state_income_withholding @@ -61,6 +62,7 @@ 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, 'ga_georgia_state_income_withholding': ga_georgia_state_income_withholding, 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/us_payroll_config.py b/l10n_us_hr_payroll/models/us_payroll_config.py index 0284c170..66aca1a5 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -51,6 +51,15 @@ 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( diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index e5b8fa04..1ded7fb4 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -7,6 +7,9 @@ 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 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/views/us_payroll_config_views.xml b/l10n_us_hr_payroll/views/us_payroll_config_views.xml index 0bfa51a9..7da973f0 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

From 90b86e46f3048bb6892328232f7c41492ff3d1c6 Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Fri, 21 Feb 2020 18:41:45 -0500 Subject: [PATCH 03/16] IMP `l10n_us_hr_payroll` Port `l10n_us_ct_hr_payroll` CT Connecticut including migration --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 3 + .../data/state/ct_connecticut.xml | 1212 +++++++++++++++++ l10n_us_hr_payroll/migrations/data.py | 15 + l10n_us_hr_payroll/models/hr_payslip.py | 2 + .../models/state/ct_connecticut.py | 76 ++ .../models/us_payroll_config.py | 8 + l10n_us_hr_payroll/tests/__init__.py | 3 + .../test_us_ct_connecticut_payslip_2019.py | 121 ++ .../test_us_ct_connecticut_payslip_2020.py | 34 + 10 files changed, 1475 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/ct_connecticut.xml create mode 100644 l10n_us_hr_payroll/models/state/ct_connecticut.py create mode 100644 l10n_us_hr_payroll/tests/test_us_ct_connecticut_payslip_2019.py create mode 100644 l10n_us_hr_payroll/tests/test_us_ct_connecticut_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index 9e92081f..d4de156c 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -32,6 +32,7 @@ USA Payroll Rules. 'data/state/al_alabama.xml', 'data/state/ar_arkansas.xml', 'data/state/az_arizona.xml', + 'data/state/ct_connecticut.xml', 'data/state/fl_florida.xml', 'data/state/ga_georgia.xml', 'data/state/il_illinois.xml', diff --git a/l10n_us_hr_payroll/data/final.xml b/l10n_us_hr_payroll/data/final.xml index 20e1a8a7..deb28945 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -28,6 +28,9 @@ ref('hr_payroll_rule_er_us_az_suta'), ref('hr_payroll_rule_ee_us_az_sit'), + ref('hr_payroll_rule_er_us_ct_suta'), + ref('hr_payroll_rule_ee_us_ct_sit'), + ref('hr_payroll_rule_er_us_fl_suta'), ref('hr_payroll_rule_er_us_ga_suta'), 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), + ], + } + + + + + + + US CT Connecticut Decimal Rate + us_ct_sit_decimal_rate + { + 'a': [ + (15000, 0.75), + (15500, 0.70), + (16000, 0.65), + (16500, 0.60), + (17000, 0.55), + (17500, 0.50), + (18000, 0.45), + (18500, 0.40), + (20000, 0.35), + (20500, 0.30), + (21000, 0.25), + (21500, 0.20), + (25000, 0.15), + (25500, 0.14), + (26000, 0.13), + (26500, 0.12), + (27000, 0.11), + (48000, 0.10), + (48500, 0.09), + (49000, 0.08), + (49500, 0.08), + (50000, 0.06), + (50500, 0.05), + (51000, 0.03), + (51500, 0.03), + (52000, 0.02), + (52500, 0.01), + ('inf', 0.00), + ], + 'b': [ + (24000, 0.75), + (24500, 0.70), + (25000, 0.65), + (25500, 0.60), + (26000, 0.55), + (26500, 0.50), + (27000, 0.45), + (27500, 0.40), + (34000, 0.35), + (34500, 0.30), + (35000, 0.25), + (35500, 0.20), + (44000, 0.15), + (44500, 0.14), + (45000, 0.13), + (45500, 0.12), + (46000, 0.11), + (74000, 0.10), + (74500, 0.09), + (75000, 0.08), + (75500, 0.08), + (76000, 0.06), + (76500, 0.05), + (77000, 0.03), + (77500, 0.03), + (78000, 0.02), + (78500, 0.01), + ('inf', 0.00), + ], + 'c': [ + (30000, 0.75), + (30500, 0.70), + (31000, 0.65), + (31500, 0.60), + (32000, 0.55), + (32500, 0.50), + (33000, 0.45), + (33500, 0.40), + (40000, 0.35), + (40500, 0.30), + (41000, 0.25), + (41500, 0.20), + (50000, 0.15), + (50500, 0.14), + (51000, 0.13), + (51500, 0.12), + (52000, 0.11), + (96000, 0.10), + (96500, 0.09), + (97000, 0.08), + (97500, 0.08), + (98000, 0.06), + (98500, 0.05), + (99000, 0.03), + (99500, 0.03), + (100000, 0.02), + (100500, 0.01), + ('inf', 0.00), + ], + 'f': [ + (18800, 0.75), + (19300, 0.70), + (19800, 0.65), + (20300, 0.60), + (20800, 0.55), + (21300, 0.50), + (21800, 0.45), + (22300, 0.40), + (25000, 0.35), + (25500, 0.30), + (26000, 0.25), + (26500, 0.20), + (31300, 0.15), + (31800, 0.14), + (32300, 0.13), + (32800, 0.12), + (33300, 0.11), + (60000, 0.10), + (60500, 0.09), + (61000, 0.08), + (61500, 0.08), + (62000, 0.06), + (62500, 0.05), + (63000, 0.03), + (63500, 0.03), + (64000, 0.02), + (64500, 0.01), + ('inf', 0.00), + ], + } + + + + US CT Connecticut Decimal Rate + us_ct_sit_decimal_rate + { + 'a': [ + (15000, 0.75), + (15500, 0.70), + (16000, 0.65), + (16500, 0.60), + (17000, 0.55), + (17500, 0.50), + (18000, 0.45), + (18500, 0.40), + (20000, 0.35), + (20500, 0.30), + (21000, 0.25), + (21500, 0.20), + (25000, 0.15), + (25500, 0.14), + (26000, 0.13), + (26500, 0.12), + (27000, 0.11), + (48000, 0.10), + (48500, 0.09), + (49000, 0.08), + (49500, 0.08), + (50000, 0.06), + (50500, 0.05), + (51000, 0.03), + (51500, 0.03), + (52000, 0.02), + (52500, 0.01), + ('inf', 0.00), + ], + 'b': [ + (24000, 0.75), + (24500, 0.70), + (25000, 0.65), + (25500, 0.60), + (26000, 0.55), + (26500, 0.50), + (27000, 0.45), + (27500, 0.40), + (34000, 0.35), + (34500, 0.30), + (35000, 0.25), + (35500, 0.20), + (44000, 0.15), + (44500, 0.14), + (45000, 0.13), + (45500, 0.12), + (46000, 0.11), + (74000, 0.10), + (74500, 0.09), + (75000, 0.08), + (75500, 0.08), + (76000, 0.06), + (76500, 0.05), + (77000, 0.03), + (77500, 0.03), + (78000, 0.02), + (78500, 0.01), + ('inf', 0.00), + ], + 'c': [ + (30000, 0.75), + (30500, 0.70), + (31000, 0.65), + (31500, 0.60), + (32000, 0.55), + (32500, 0.50), + (33000, 0.45), + (33500, 0.40), + (40000, 0.35), + (40500, 0.30), + (41000, 0.25), + (41500, 0.20), + (50000, 0.15), + (50500, 0.14), + (51000, 0.13), + (51500, 0.12), + (52000, 0.11), + (96000, 0.10), + (96500, 0.09), + (97000, 0.08), + (97500, 0.08), + (98000, 0.06), + (98500, 0.05), + (99000, 0.03), + (99500, 0.03), + (100000, 0.02), + (100500, 0.01), + ('inf', 0.00), + ], + 'f': [ + (18800, 0.75), + (19300, 0.70), + (19800, 0.65), + (20300, 0.60), + (20800, 0.55), + (21300, 0.50), + (21800, 0.45), + (22300, 0.40), + (25000, 0.35), + (25500, 0.30), + (26000, 0.25), + (26500, 0.20), + (31300, 0.15), + (31800, 0.14), + (32300, 0.13), + (32800, 0.12), + (33300, 0.11), + (60000, 0.10), + (60500, 0.09), + (61000, 0.08), + (61500, 0.08), + (62000, 0.06), + (62500, 0.05), + (63000, 0.03), + (63500, 0.03), + (64000, 0.02), + (64500, 0.01), + ('inf', 0.00), + ], + } + + + + + + + US CT Connecticut Recapture Rate + us_ct_sit_recapture_rate + { + 'a': [ + (200000, 0), + (205000, 90), + (210000, 180), + (215000, 270), + (220000, 360), + (225000, 450), + (230000, 540), + (235000, 630), + (240000, 720), + (245000, 810), + (250000, 900), + (255000, 990), + (260000, 1080), + (265000, 1170), + (270000, 1260), + (275000, 1350), + (280000, 1440), + (285000, 1530), + (290000, 1620), + (295000, 1710), + (300000, 1800), + (305000, 1890), + (310000, 1980), + (315000, 2070), + (320000, 2160), + (325000, 2250), + (330000, 2340), + (335000, 2430), + (340000, 2520), + (345000, 2610), + (500000, 2700), + (505000, 2750), + (510000, 2800), + (515000, 2850), + (520000, 2900), + (525000, 2950), + (530000, 3000), + (535000, 3050), + (540000, 3100), + ( 'inf', 200), + ], + 'b': [ + (320000, 0), + (328000, 140), + (336000, 280), + (344000, 420), + (352000, 560), + (360000, 700), + (368000, 840), + (376000, 980), + (384000, 1120), + (392000, 1260), + (400000, 1400), + (408000, 1540), + (416000, 1680), + (424000, 1820), + (432000, 1960), + (440000, 2100), + (448000, 2240), + (456000, 2380), + (464000, 2520), + (472000, 2660), + (480000, 2800), + (488000, 2940), + (496000, 3080), + (504000, 3220), + (512000, 3360), + (520000, 3500), + (528000, 3640), + (536000, 3780), + (544000, 3920), + (552000, 4060), + (800000, 4200), + (808000, 4280), + (816000, 4360), + (824000, 4440), + (832000, 4520), + (840000, 4600), + (848000, 4680), + (856000, 4760), + (864000, 4840), + ( 'inf', 4920), + ], + 'c': [ + ( 400000, 0), + ( 410000, 180), + ( 420000, 360), + ( 430000, 540), + ( 440000, 720), + ( 450000, 900), + ( 460000, 1080), + ( 470000, 1260), + ( 480000, 1440), + ( 490000, 1620), + ( 500000, 1800), + ( 510000, 1980), + ( 520000, 2160), + ( 530000, 2340), + ( 540000, 2520), + ( 550000, 2700), + ( 560000, 2880), + ( 570000, 3060), + ( 580000, 3240), + ( 590000, 3420), + ( 600000, 3600), + ( 610000, 3780), + ( 620000, 3960), + ( 630000, 4140), + ( 640000, 4320), + ( 650000, 4500), + ( 660000, 4680), + ( 670000, 4860), + ( 680000, 5040), + ( 690000, 5220), + (1000000, 5400), + (1010000, 5500), + (1020000, 5600), + (1030000, 5700), + (1040000, 5800), + (1050000, 5900), + (1060000, 6000), + (1070000, 6100), + (1080000, 6200), + ( 'inf', 6300), + ], + 'd': [ + (200000, 0), + (205000, 90), + (210000, 180), + (215000, 270), + (220000, 360), + (225000, 450), + (230000, 540), + (235000, 630), + (240000, 720), + (245000, 810), + (250000, 900), + (255000, 990), + (260000, 1080), + (265000, 1170), + (270000, 1260), + (275000, 1350), + (280000, 1440), + (285000, 1530), + (290000, 1620), + (295000, 1710), + (300000, 1800), + (305000, 1890), + (310000, 1980), + (315000, 2070), + (320000, 2160), + (325000, 2250), + (330000, 2340), + (335000, 2430), + (340000, 2520), + (345000, 2610), + (500000, 2700), + (505000, 2750), + (510000, 2800), + (515000, 2850), + (520000, 2900), + (525000, 2950), + (530000, 3000), + (535000, 3050), + (540000, 3100), + ( 'inf', 200), + ], + 'f': [ + (200000, 0), + (205000, 90), + (210000, 180), + (215000, 270), + (220000, 360), + (225000, 450), + (230000, 540), + (235000, 630), + (240000, 720), + (245000, 810), + (250000, 900), + (255000, 990), + (260000, 1080), + (265000, 1170), + (270000, 1260), + (275000, 1350), + (280000, 1440), + (285000, 1530), + (290000, 1620), + (295000, 1710), + (300000, 1800), + (305000, 1890), + (310000, 1980), + (315000, 2070), + (320000, 2160), + (325000, 2250), + (330000, 2340), + (335000, 2430), + (340000, 2520), + (345000, 2610), + (500000, 2700), + (505000, 2750), + (510000, 2800), + (515000, 2850), + (520000, 2900), + (525000, 2950), + (530000, 3000), + (535000, 3050), + (540000, 3100), + ( 'inf', 200), + ], + } + + + + US CT Connecticut Recapture Rate + us_ct_sit_recapture_rate + { + 'a': [ + (200000, 0), + (205000, 90), + (210000, 180), + (215000, 270), + (220000, 360), + (225000, 450), + (230000, 540), + (235000, 630), + (240000, 720), + (245000, 810), + (250000, 900), + (255000, 990), + (260000, 1080), + (265000, 1170), + (270000, 1260), + (275000, 1350), + (280000, 1440), + (285000, 1530), + (290000, 1620), + (295000, 1710), + (300000, 1800), + (305000, 1890), + (310000, 1980), + (315000, 2070), + (320000, 2160), + (325000, 2250), + (330000, 2340), + (335000, 2430), + (340000, 2520), + (345000, 2610), + (500000, 2700), + (505000, 2750), + (510000, 2800), + (515000, 2850), + (520000, 2900), + (525000, 2950), + (530000, 3000), + (535000, 3050), + (540000, 3100), + ( 'inf', 200), + ], + 'b': [ + (320000, 0), + (328000, 140), + (336000, 280), + (344000, 420), + (352000, 560), + (360000, 700), + (368000, 840), + (376000, 980), + (384000, 1120), + (392000, 1260), + (400000, 1400), + (408000, 1540), + (416000, 1680), + (424000, 1820), + (432000, 1960), + (440000, 2100), + (448000, 2240), + (456000, 2380), + (464000, 2520), + (472000, 2660), + (480000, 2800), + (488000, 2940), + (496000, 3080), + (504000, 3220), + (512000, 3360), + (520000, 3500), + (528000, 3640), + (536000, 3780), + (544000, 3920), + (552000, 4060), + (800000, 4200), + (808000, 4280), + (816000, 4360), + (824000, 4440), + (832000, 4520), + (840000, 4600), + (848000, 4680), + (856000, 4760), + (864000, 4840), + ( 'inf', 4920), + ], + 'c': [ + ( 400000, 0), + ( 410000, 180), + ( 420000, 360), + ( 430000, 540), + ( 440000, 720), + ( 450000, 900), + ( 460000, 1080), + ( 470000, 1260), + ( 480000, 1440), + ( 490000, 1620), + ( 500000, 1800), + ( 510000, 1980), + ( 520000, 2160), + ( 530000, 2340), + ( 540000, 2520), + ( 550000, 2700), + ( 560000, 2880), + ( 570000, 3060), + ( 580000, 3240), + ( 590000, 3420), + ( 600000, 3600), + ( 610000, 3780), + ( 620000, 3960), + ( 630000, 4140), + ( 640000, 4320), + ( 650000, 4500), + ( 660000, 4680), + ( 670000, 4860), + ( 680000, 5040), + ( 690000, 5220), + (1000000, 5400), + (1010000, 5500), + (1020000, 5600), + (1030000, 5700), + (1040000, 5800), + (1050000, 5900), + (1060000, 6000), + (1070000, 6100), + (1080000, 6200), + ( 'inf', 6300), + ], + 'd': [ + (200000, 0), + (205000, 90), + (210000, 180), + (215000, 270), + (220000, 360), + (225000, 450), + (230000, 540), + (235000, 630), + (240000, 720), + (245000, 810), + (250000, 900), + (255000, 990), + (260000, 1080), + (265000, 1170), + (270000, 1260), + (275000, 1350), + (280000, 1440), + (285000, 1530), + (290000, 1620), + (295000, 1710), + (300000, 1800), + (305000, 1890), + (310000, 1980), + (315000, 2070), + (320000, 2160), + (325000, 2250), + (330000, 2340), + (335000, 2430), + (340000, 2520), + (345000, 2610), + (500000, 2700), + (505000, 2750), + (510000, 2800), + (515000, 2850), + (520000, 2900), + (525000, 2950), + (530000, 3000), + (535000, 3050), + (540000, 3100), + ( 'inf', 200), + ], + 'f': [ + (200000, 0), + (205000, 90), + (210000, 180), + (215000, 270), + (220000, 360), + (225000, 450), + (230000, 540), + (235000, 630), + (240000, 720), + (245000, 810), + (250000, 900), + (255000, 990), + (260000, 1080), + (265000, 1170), + (270000, 1260), + (275000, 1350), + (280000, 1440), + (285000, 1530), + (290000, 1620), + (295000, 1710), + (300000, 1800), + (305000, 1890), + (310000, 1980), + (315000, 2070), + (320000, 2160), + (325000, 2250), + (330000, 2340), + (335000, 2430), + (340000, 2520), + (345000, 2610), + (500000, 2700), + (505000, 2750), + (510000, 2800), + (515000, 2850), + (520000, 2900), + (525000, 2950), + (530000, 3000), + (535000, 3050), + (540000, 3100), + ( 'inf', 200), + ], + } + + + + + + + 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 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/migrations/data.py b/l10n_us_hr_payroll/migrations/data.py index 2ab9513e..6f939ddf 100644 --- a/l10n_us_hr_payroll/migrations/data.py +++ b/l10n_us_hr_payroll/migrations/data.py @@ -21,6 +21,9 @@ 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', + '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', @@ -104,6 +107,11 @@ 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_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', @@ -249,6 +257,13 @@ 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_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', diff --git a/l10n_us_hr_payroll/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index 76395d60..28ba01bd 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -17,6 +17,7 @@ from .state.general import general_state_unemployment, \ 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.ct_connecticut import ct_connecticut_state_income_withholding from .state.ga_georgia import ga_georgia_state_income_withholding from .state.il_illinois import il_illinois_state_income_withholding from .state.mi_michigan import mi_michigan_state_income_withholding @@ -65,6 +66,7 @@ class HRPayslip(models.Model): '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, + 'ct_connecticut_state_income_withholding': ct_connecticut_state_income_withholding, 'ga_georgia_state_income_withholding': ga_georgia_state_income_withholding, 'il_illinois_state_income_withholding': il_illinois_state_income_withholding, 'mi_michigan_state_income_withholding': mi_michigan_state_income_withholding, 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/us_payroll_config.py b/l10n_us_hr_payroll/models/us_payroll_config.py index 66aca1a5..cd4c357c 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -66,6 +66,14 @@ class HRContractUSPayrollConfig(models.Model): 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.') + 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.') + ga_g4_sit_filing_status = fields.Selection([ ('exempt', 'Exempt'), ('single', 'Single'), diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index 1ded7fb4..92176b7f 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -16,6 +16,9 @@ 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_ct_connecticut_payslip_2019 +from . import test_us_ct_connecticut_payslip_2020 + from . import test_us_fl_florida_payslip_2019 from . import test_us_fl_florida_payslip_2020 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) From 47174ec9ab35b03f48b5733a9b2a487e0e454ba3 Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Fri, 21 Feb 2020 18:44:55 -0500 Subject: [PATCH 04/16] FIX `l10n_us_hr_payroll` Port `l10n_us_ct_hr_payroll` Added Config view file for CT. --- l10n_us_hr_payroll/views/us_payroll_config_views.xml | 5 +++++ 1 file changed, 5 insertions(+) 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 7da973f0..408da20c 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -62,6 +62,11 @@ + +

Form CT-W4 - State Income Tax

+ + +

No additional fields.

 From 87503631ccf1fdd3d9819d90dba6ec6c7e9ffc79 Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Tue, 3 Mar 2020 19:40:41 -0500 Subject: [PATCH 05/16] IMP `l10n_us_hr_payroll` Port `l10n_us_ca_hr_payroll` CA California including migration --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 5 + .../data/state/ca_california.xml | 336 ++++++++++++++++++ l10n_us_hr_payroll/migrations/data.py | 26 ++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + .../models/state/ca_california.py | 98 +++++ .../models/us_payroll_config.py | 11 + l10n_us_hr_payroll/tests/__init__.py | 3 + .../test_us_ca_california_payslip_2019.py | 245 +++++++++++++ .../test_us_ca_california_payslip_2020.py | 42 +++ .../views/us_payroll_config_views.xml | 7 + 11 files changed, 776 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/ca_california.xml create mode 100644 l10n_us_hr_payroll/models/state/ca_california.py create mode 100644 l10n_us_hr_payroll/tests/test_us_ca_california_payslip_2019.py create mode 100755 l10n_us_hr_payroll/tests/test_us_ca_california_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index d4de156c..9b6f177c 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -32,6 +32,7 @@ USA Payroll Rules. 'data/state/al_alabama.xml', 'data/state/ar_arkansas.xml', 'data/state/az_arizona.xml', + 'data/state/ca_california.xml', 'data/state/ct_connecticut.xml', 'data/state/fl_florida.xml', 'data/state/ga_georgia.xml', diff --git a/l10n_us_hr_payroll/data/final.xml b/l10n_us_hr_payroll/data/final.xml index deb28945..5dd52d01 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -28,6 +28,11 @@ 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_ct_suta'), ref('hr_payroll_rule_ee_us_ct_sit'), 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/migrations/data.py b/l10n_us_hr_payroll/migrations/data.py index 6f939ddf..c971a89d 100644 --- a/l10n_us_hr_payroll/migrations/data.py +++ b/l10n_us_hr_payroll/migrations/data.py @@ -21,6 +21,10 @@ 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', @@ -107,6 +111,19 @@ 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', @@ -257,6 +274,15 @@ 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', diff --git a/l10n_us_hr_payroll/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index 28ba01bd..088bb83b 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -17,6 +17,7 @@ from .state.general import general_state_unemployment, \ 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.ct_connecticut import ct_connecticut_state_income_withholding from .state.ga_georgia import ga_georgia_state_income_withholding from .state.il_illinois import il_illinois_state_income_withholding @@ -66,6 +67,7 @@ class HRPayslip(models.Model): '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, 'ct_connecticut_state_income_withholding': ct_connecticut_state_income_withholding, 'ga_georgia_state_income_withholding': ga_georgia_state_income_withholding, 'il_illinois_state_income_withholding': il_illinois_state_income_withholding, 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/us_payroll_config.py b/l10n_us_hr_payroll/models/us_payroll_config.py index cd4c357c..4d1be994 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -66,6 +66,17 @@ class HRContractUSPayrollConfig(models.Model): 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'), diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index 92176b7f..128988b3 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -16,6 +16,9 @@ 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_ct_connecticut_payslip_2019 from . import test_us_ct_connecticut_payslip_2020 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/views/us_payroll_config_views.xml b/l10n_us_hr_payroll/views/us_payroll_config_views.xml index 408da20c..d89bccd4 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -62,6 +62,13 @@ + +

Form W-4 - State Income Tax

+ + + + +

Form CT-W4 - State Income Tax

From 74b85d5a94151867b33fa845cd1f1aa437d38a9c Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Tue, 3 Mar 2020 20:07:43 -0500 Subject: [PATCH 06/16] FIX `l10n_us_hr_payroll` Port `l10n_us_il_hr_payroll` Added supplier on Partners and also changed Label. --- l10n_us_hr_payroll/data/state/il_illinois.xml | 4 +++- 1 file changed, 3 insertions(+), 1 deletion(-) 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 From 25c99288d7dc5548fb130ce8a28cd51ca54770fc Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Wed, 4 Mar 2020 10:20:19 -0500 Subject: [PATCH 07/16] IMP `l10n_us_hr_payroll` Port `l10n_us_id_hr_payroll` ID Idaho including migration --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 3 + l10n_us_hr_payroll/data/state/id_idaho.xml | 170 ++++++++++++++++++ l10n_us_hr_payroll/migrations/data.py | 15 ++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + l10n_us_hr_payroll/models/state/id_idaho.py | 41 +++++ .../models/us_payroll_config.py | 7 + l10n_us_hr_payroll/tests/__init__.py | 3 + .../tests/test_us_id_idaho_payslip_2019.py | 85 +++++++++ .../tests/test_us_id_idaho_payslip_2020.py | 35 ++++ .../views/us_payroll_config_views.xml | 5 + 11 files changed, 367 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/id_idaho.xml create mode 100644 l10n_us_hr_payroll/models/state/id_idaho.py create mode 100644 l10n_us_hr_payroll/tests/test_us_id_idaho_payslip_2019.py create mode 100755 l10n_us_hr_payroll/tests/test_us_id_idaho_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index 9b6f177c..eaf96498 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -36,6 +36,7 @@ USA Payroll Rules. 'data/state/ct_connecticut.xml', 'data/state/fl_florida.xml', 'data/state/ga_georgia.xml', + 'data/state/id_idaho.xml', 'data/state/il_illinois.xml', 'data/state/mi_michigan.xml', 'data/state/mn_minnesota.xml', diff --git a/l10n_us_hr_payroll/data/final.xml b/l10n_us_hr_payroll/data/final.xml index 5dd52d01..0f678e22 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -41,6 +41,9 @@ ref('hr_payroll_rule_er_us_ga_suta'), ref('hr_payroll_rule_ee_us_ga_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'), 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/migrations/data.py b/l10n_us_hr_payroll/migrations/data.py index c971a89d..00113bd9 100644 --- a/l10n_us_hr_payroll/migrations/data.py +++ b/l10n_us_hr_payroll/migrations/data.py @@ -33,6 +33,9 @@ FIELDS_CONTRACT_TO_US_PAYROLL_FORMS_2020 = { 'ga_g4_additional_allowances': 'ga_g4_sit_additional_allowances', 'ga_g4_additional_wh': 'state_income_tax_additional_withholding', + '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', @@ -138,6 +141,11 @@ 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_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', @@ -301,6 +309,13 @@ 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_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/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index 088bb83b..3ee8522d 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -20,6 +20,7 @@ from .state.az_arizona import az_arizona_state_income_withholding from .state.ca_california import ca_california_state_income_withholding from .state.ct_connecticut import ct_connecticut_state_income_withholding from .state.ga_georgia import ga_georgia_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 @@ -70,6 +71,7 @@ class HRPayslip(models.Model): 'ca_california_state_income_withholding': ca_california_state_income_withholding, 'ct_connecticut_state_income_withholding': ct_connecticut_state_income_withholding, 'ga_georgia_state_income_withholding': ga_georgia_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, 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/us_payroll_config.py b/l10n_us_hr_payroll/models/us_payroll_config.py index 4d1be994..344c5428 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -98,6 +98,13 @@ class HRContractUSPayrollConfig(models.Model): ga_g4_sit_additional_allowances = fields.Integer(string='Georgia G-4 Additional Allowances', help='G-4 5.') + 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 128988b3..6bdb478d 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -28,6 +28,9 @@ 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_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 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/views/us_payroll_config_views.xml b/l10n_us_hr_payroll/views/us_payroll_config_views.xml index d89bccd4..2d8a627e 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -85,6 +85,11 @@ + +

Form ID W-4 - State Income Tax

+ + +

Form IL-W-4 - State Income Tax

From a3ee818e1e839757b14c9466390ce10853aa50ae Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Thu, 5 Mar 2020 11:23:21 -0500 Subject: [PATCH 08/16] FIX `l10n_us_hr_payroll` Don't give error on Zero wage in FIT --- l10n_us_hr_payroll/models/federal/fed_941.py | 2 ++ 1 file changed, 2 insertions(+) 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() From 5b87c31062e78704dc1c927d553ee391ff1ba005 Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Fri, 6 Mar 2020 18:13:46 -0500 Subject: [PATCH 09/16] IMP `l10n_us_hr_payroll` Port `l10n_us_hi_hr_payroll` HI Hawaii including migration --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 3 + l10n_us_hr_payroll/data/state/hi_hawaii.xml | 121 ++++++++++++++++++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + l10n_us_hr_payroll/models/state/hi_hawaii.py | 43 +++++++ .../models/us_payroll_config.py | 8 ++ l10n_us_hr_payroll/tests/__init__.py | 3 + .../tests/test_us_hi_hawaii_payslip_2019.py | 93 ++++++++++++++ .../tests/test_us_hi_hawaii_payslip_2020.py | 35 +++++ .../views/us_payroll_config_views.xml | 6 + 10 files changed, 315 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/hi_hawaii.xml create mode 100644 l10n_us_hr_payroll/models/state/hi_hawaii.py create mode 100644 l10n_us_hr_payroll/tests/test_us_hi_hawaii_payslip_2019.py create mode 100755 l10n_us_hr_payroll/tests/test_us_hi_hawaii_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index eaf96498..89a3ea57 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -36,6 +36,7 @@ USA Payroll Rules. 'data/state/ct_connecticut.xml', 'data/state/fl_florida.xml', 'data/state/ga_georgia.xml', + 'data/state/hi_hawaii.xml', 'data/state/id_idaho.xml', 'data/state/il_illinois.xml', 'data/state/mi_michigan.xml', diff --git a/l10n_us_hr_payroll/data/final.xml b/l10n_us_hr_payroll/data/final.xml index 0f678e22..61ac2e09 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -41,6 +41,9 @@ 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_id_suta'), ref('hr_payroll_rule_ee_us_id_sit'), 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/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index 3ee8522d..555447b9 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -20,6 +20,7 @@ from .state.az_arizona import az_arizona_state_income_withholding from .state.ca_california import ca_california_state_income_withholding from .state.ct_connecticut import ct_connecticut_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.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 @@ -71,6 +72,7 @@ class HRPayslip(models.Model): 'ca_california_state_income_withholding': ca_california_state_income_withholding, 'ct_connecticut_state_income_withholding': ct_connecticut_state_income_withholding, 'ga_georgia_state_income_withholding': ga_georgia_state_income_withholding, + 'hi_hawaii_state_income_withholding': hi_hawaii_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, 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/us_payroll_config.py b/l10n_us_hr_payroll/models/us_payroll_config.py index 344c5428..f971bf4d 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -98,6 +98,14 @@ 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.') + id_w4_sit_filing_status = fields.Selection([ ('single', 'Single'), ('married', 'Married'), diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index 6bdb478d..d6e43e9e 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -28,6 +28,9 @@ 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_id_idaho_payslip_2019 from . import test_us_id_idaho_payslip_2020 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/views/us_payroll_config_views.xml b/l10n_us_hr_payroll/views/us_payroll_config_views.xml index 2d8a627e..40b7a9ce 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -85,6 +85,12 @@ + +

Form HI HW-4 - State Income Tax

+ + + +

Form ID W-4 - State Income Tax

From 072fa1aa6d4f801c7d63c0a583e49a6b15c78fdb Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Tue, 10 Mar 2020 10:37:05 -0400 Subject: [PATCH 10/16] IMP `l10n_us_hr_payroll` for Delaware 12.0 --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 3 + l10n_us_hr_payroll/data/state/de_delaware.xml | 107 ++++++++++++++++++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + .../models/state/de_delaware.py | 49 ++++++++ .../models/us_payroll_config.py | 6 + l10n_us_hr_payroll/tests/__init__.py | 2 + .../tests/test_us_de_delaware_payslip_2020.py | 36 ++++++ .../views/us_payroll_config_views.xml | 6 + 9 files changed, 212 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/de_delaware.xml create mode 100644 l10n_us_hr_payroll/models/state/de_delaware.py create mode 100755 l10n_us_hr_payroll/tests/test_us_de_delaware_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index 89a3ea57..da18209f 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -34,6 +34,7 @@ USA Payroll Rules. 'data/state/az_arizona.xml', 'data/state/ca_california.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', diff --git a/l10n_us_hr_payroll/data/final.xml b/l10n_us_hr_payroll/data/final.xml index 61ac2e09..94f80383 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -36,6 +36,9 @@ 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'), 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/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index 555447b9..97bf1e3c 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -19,6 +19,7 @@ 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.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.id_idaho import id_idaho_state_income_withholding @@ -71,6 +72,7 @@ class HRPayslip(models.Model): 'az_arizona_state_income_withholding': az_arizona_state_income_withholding, 'ca_california_state_income_withholding': ca_california_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, 'id_idaho_state_income_withholding': id_idaho_state_income_withholding, 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/us_payroll_config.py b/l10n_us_hr_payroll/models/us_payroll_config.py index f971bf4d..7f11e696 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -85,6 +85,12 @@ class HRContractUSPayrollConfig(models.Model): ('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'), diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index d6e43e9e..ed39aac5 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -22,6 +22,8 @@ from . import test_us_ca_california_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 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/views/us_payroll_config_views.xml b/l10n_us_hr_payroll/views/us_payroll_config_views.xml index 40b7a9ce..dc976594 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -69,6 +69,12 @@ + +

Form DE W-4 - State Income Tax

+ + + +

Form CT-W4 - State Income Tax

From 590c07061a3799270f5ab6fee24dbe54dc862ba9 Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Thu, 12 Mar 2020 13:00:33 -0400 Subject: [PATCH 11/16] IMP `l10n_us_hr_payroll` for Colorado 12.0 --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 3 + l10n_us_hr_payroll/data/state/co_colorado.xml | 89 +++++++++++++++++++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + .../models/state/co_colorado.py | 45 ++++++++++ l10n_us_hr_payroll/tests/__init__.py | 2 + .../tests/test_us_co_colorado_payslip_2020.py | 36 ++++++++ .../views/us_payroll_config_views.xml | 5 ++ 8 files changed, 183 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/co_colorado.xml create mode 100644 l10n_us_hr_payroll/models/state/co_colorado.py create mode 100755 l10n_us_hr_payroll/tests/test_us_co_colorado_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index da18209f..ded975ec 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -33,6 +33,7 @@ USA Payroll Rules. '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', diff --git a/l10n_us_hr_payroll/data/final.xml b/l10n_us_hr_payroll/data/final.xml index 94f80383..1b339e2b 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -33,6 +33,9 @@ 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'), 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/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index 97bf1e3c..556edece 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -18,6 +18,7 @@ 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 @@ -71,6 +72,7 @@ class HRPayslip(models.Model): '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, 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/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index ed39aac5..fd80b46d 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -19,6 +19,8 @@ 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 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/views/us_payroll_config_views.xml b/l10n_us_hr_payroll/views/us_payroll_config_views.xml index dc976594..1b5bd70e 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -69,6 +69,11 @@ + +

Form W-4 - State Income Tax

+ + +

Form DE W-4 - State Income Tax

From 8f31ddd6fe2d05278ad7c617e42116912b05c323 Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Tue, 24 Mar 2020 18:39:47 -0400 Subject: [PATCH 12/16] IMP `l10n_us_hr_payroll` Port `l10n_us_ia_hr_payroll` IA Iowa including migration --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 3 + l10n_us_hr_payroll/data/state/ia_iowa.xml | 168 ++++++++++++++++++ l10n_us_hr_payroll/migrations/data.py | 16 ++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + l10n_us_hr_payroll/models/state/ia_iowa.py | 44 +++++ .../models/us_payroll_config.py | 2 + l10n_us_hr_payroll/tests/__init__.py | 3 + .../tests/test_us_ia_iowa_payslip_2019.py | 152 ++++++++++++++++ .../tests/test_us_ia_iowa_payslip_2020.py | 33 ++++ .../views/us_payroll_config_views.xml | 6 + 11 files changed, 430 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/ia_iowa.xml create mode 100644 l10n_us_hr_payroll/models/state/ia_iowa.py create mode 100644 l10n_us_hr_payroll/tests/test_us_ia_iowa_payslip_2019.py create mode 100755 l10n_us_hr_payroll/tests/test_us_ia_iowa_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index ded975ec..04145c4b 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -39,6 +39,7 @@ USA Payroll Rules. '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', diff --git a/l10n_us_hr_payroll/data/final.xml b/l10n_us_hr_payroll/data/final.xml index 1b339e2b..af070caa 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -50,6 +50,9 @@ 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'), 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/migrations/data.py b/l10n_us_hr_payroll/migrations/data.py index 00113bd9..7e492499 100644 --- a/l10n_us_hr_payroll/migrations/data.py +++ b/l10n_us_hr_payroll/migrations/data.py @@ -33,6 +33,10 @@ FIELDS_CONTRACT_TO_US_PAYROLL_FORMS_2020 = { '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', @@ -141,6 +145,11 @@ 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', @@ -309,6 +318,13 @@ 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', diff --git a/l10n_us_hr_payroll/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index 556edece..db51a7be 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -23,6 +23,7 @@ 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 @@ -77,6 +78,7 @@ class HRPayslip(models.Model): '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, 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/us_payroll_config.py b/l10n_us_hr_payroll/models/us_payroll_config.py index 7f11e696..cf13f188 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -112,6 +112,8 @@ class HRContractUSPayrollConfig(models.Model): ], 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'), diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index fd80b46d..ffbcfba4 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -35,6 +35,9 @@ 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 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/views/us_payroll_config_views.xml b/l10n_us_hr_payroll/views/us_payroll_config_views.xml index 1b5bd70e..b0fc715b 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -102,6 +102,12 @@ + +

Form IA W-4 - State Income Tax

+ + + +

Form ID W-4 - State Income Tax

From 08857bb8fcded04ca1133d3a1b08e13232fa0406 Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Mon, 30 Mar 2020 12:27:33 -0400 Subject: [PATCH 13/16] IMP `l10n_us_hr_payroll` for New Mexico 12.0 --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 3 + .../data/state/nm_new_mexico.xml | 107 ++++++++++++++++++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + .../models/state/nm_new_mexico.py | 40 +++++++ l10n_us_hr_payroll/tests/__init__.py | 2 + .../test_us_nm_new_mexico_payslip_2020.py | 35 ++++++ .../views/us_payroll_config_views.xml | 4 + 8 files changed, 194 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/nm_new_mexico.xml create mode 100644 l10n_us_hr_payroll/models/state/nm_new_mexico.py create mode 100755 l10n_us_hr_payroll/tests/test_us_nm_new_mexico_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index 04145c4b..5044bb53 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -49,6 +49,7 @@ USA Payroll Rules. 'data/state/mt_montana.xml', 'data/state/nc_northcarolina.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', diff --git a/l10n_us_hr_payroll/data/final.xml b/l10n_us_hr_payroll/data/final.xml index af070caa..94525b1b 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -88,6 +88,9 @@ 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/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/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index db51a7be..11896ba1 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -33,6 +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, \ @@ -88,6 +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, 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/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index ffbcfba4..d8499ab3 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -65,6 +65,8 @@ from . import test_us_nc_northcarolina_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/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/us_payroll_config_views.xml b/l10n_us_hr_payroll/views/us_payroll_config_views.xml index b0fc715b..f16fa92f 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -162,6 +162,10 @@ + +

Form NM W-4 - State Income Tax

+ +

Form IT-4 - State Income Tax

From c27c040d06d4c03b22da1d62bbc90a65d3c5fe78 Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Mon, 30 Mar 2020 14:10:18 -0400 Subject: [PATCH 14/16] IMP `l10n_us_hr_payroll` for New Hampshire 12.0 --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 2 + .../data/state/nh_new_hampshire.xml | 47 +++++++++++++++++++ l10n_us_hr_payroll/tests/__init__.py | 2 + .../test_us_nh_new_hampshire_payslip_2020.py | 13 +++++ .../views/us_payroll_config_views.xml | 3 ++ 6 files changed, 68 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/nh_new_hampshire.xml create mode 100644 l10n_us_hr_payroll/tests/test_us_nh_new_hampshire_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index 5044bb53..68ffea98 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -48,6 +48,7 @@ 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', diff --git a/l10n_us_hr_payroll/data/final.xml b/l10n_us_hr_payroll/data/final.xml index 94525b1b..29046d56 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -78,6 +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'), 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/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index d8499ab3..11a045e2 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -62,6 +62,8 @@ 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 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/views/us_payroll_config_views.xml b/l10n_us_hr_payroll/views/us_payroll_config_views.xml index f16fa92f..8016d921 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -155,6 +155,9 @@ + +

No additional fields.

+

Form NJ-W4 - State Income Tax

From 8f2f9297eccd7c6edea8f1057e36dca0c3b15e24 Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Wed, 8 Apr 2020 17:33:58 -0400 Subject: [PATCH 15/16] FIX `l10n_us_hr_payroll` Update Contribution register string for AZ. --- l10n_us_hr_payroll/data/state/az_arizona.xml | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 From ea8d98433dd3d063ac31c88160ed67f945a3d336 Mon Sep 17 00:00:00 2001 From: Jared Kipe Date: Sat, 18 Apr 2020 15:57:42 -0700 Subject: [PATCH 16/16] IMP `l10n_us_hr_payroll` Allow configurable changes to payslip summing behavior. In stock Odoo, summing anything in payroll rules (but most importantly rule amounts and category amounts by code), the considered payslips are referenced from their `date_from` field. However in the USA, it is in fact the `date_to` that is more important (or accounting date). A Payslip made for 2019-12-20 to 2020-01-04 should in fact be considered a '2020' payslip, and thus the summation on other '2020' payslips must find it by considering payslips `date_to`. --- l10n_us_hr_payroll/__init__.py | 9 +++ l10n_us_hr_payroll/__manifest__.py | 5 ++ l10n_us_hr_payroll/models/__init__.py | 1 + l10n_us_hr_payroll/models/hr_payslip.py | 73 +++++++++++++------ .../models/res_config_settings.py | 24 ++++++ l10n_us_hr_payroll/tests/__init__.py | 3 + l10n_us_hr_payroll/tests/common.py | 13 +--- l10n_us_hr_payroll/tests/test_special.py | 66 +++++++++++++++++ .../views/res_config_settings_views.xml | 32 ++++++++ 9 files changed, 194 insertions(+), 32 deletions(-) create mode 100644 l10n_us_hr_payroll/models/res_config_settings.py create mode 100644 l10n_us_hr_payroll/tests/test_special.py create mode 100644 l10n_us_hr_payroll/views/res_config_settings_views.xml 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 68ffea98..564d9fa9 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -58,8 +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/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/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index 11896ba1..5fa5cad8 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -116,34 +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): @@ -157,28 +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/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index 11a045e2..d2b95c24 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -1,6 +1,9 @@ # 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 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/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. +
+
+
+
+
+
+
+
+ + + + +