diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py
index 3aaa137b..5e752f94 100644
--- a/l10n_us_hr_payroll/__manifest__.py
+++ b/l10n_us_hr_payroll/__manifest__.py
@@ -30,6 +30,7 @@ United States of America - Payroll Rules.
'data/state/mo_missouri.xml',
'data/state/ms_mississippi.xml',
'data/state/mt_montana.xml',
+ 'data/state/nc_northcarolina.xml',
'data/state/nj_newjersey.xml',
'data/state/oh_ohio.xml',
'data/state/pa_pennsylvania.xml',
diff --git a/l10n_us_hr_payroll/data/state/nc_northcarolina.xml b/l10n_us_hr_payroll/data/state/nc_northcarolina.xml
new file mode 100644
index 00000000..597fd543
--- /dev/null
+++ b/l10n_us_hr_payroll/data/state/nc_northcarolina.xml
@@ -0,0 +1,109 @@
+
+
+
+
+ US NC North Carolina SUTA Wage Base
+ us_nc_suta_wage_base
+
+
+
+
+ 24300.0
+
+
+
+
+ 25200.0
+
+
+
+
+
+
+
+ US NC North Carolina SUTA Rate
+ us_nc_suta_rate
+
+
+
+
+ 1.0
+
+
+
+
+ 1.0
+
+
+
+
+
+
+ US NC North Carolina Allowance Rate
+ us_nc_sit_allowance_rate
+
+
+
+
+ {
+ 'weekly': {'allowance': 48.08, 'standard_deduction': 192.31, 'standard_deduction_hh': 288.46},
+ 'bi-weekly': {'allowance': 96.15, 'standard_deduction': 384.62, 'standard_deduction_hh': 576.92},
+ 'semi-monthly': {'allowance': 104.17, 'standard_deduction': 416.67, 'standard_deduction_hh': 625.00},
+ 'monthly': {'allowance': 208.33, 'standard_deduction': 833.33, 'standard_deduction_hh': 1250.00},
+ }
+
+
+
+
+ {
+ 'weekly': {'allowance': 48.08, 'standard_deduction': 206.73, 'standard_deduction_hh': 310.10},
+ 'bi-weekly': {'allowance': 96.15, 'standard_deduction': 413.46, 'standard_deduction_hh': 620.19},
+ 'semi-monthly': {'allowance': 104.17, 'standard_deduction': 447.92, 'standard_deduction_hh': 671.88},
+ 'monthly': {'allowance': 208.33, 'standard_deduction': 895.83, 'standard_deduction_hh': 1343.75},
+ }
+
+
+
+
+
+
+
+ US North Carolina - Department of Taxation - Unemployment Tax
+
+
+
+ US North Carolina - Department of Taxation - Income Tax
+
+
+
+
+
+
+
+
+
+ ER: US NC North Carolina State Unemployment
+ ER_US_NC_SUTA
+ python
+ result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nc_suta_wage_base', rate='us_nc_suta_rate', state_code='NC')
+ code
+ result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nc_suta_wage_base', rate='us_nc_suta_rate', state_code='NC')
+
+
+
+
+
+
+
+
+ EE: US NC North Carolina State Income Tax Withholding
+ EE_US_NC_SIT
+ python
+ result, _ = nc_northcarolina_state_income_withholding(payslip, categories, worked_days, inputs)
+ code
+ result, result_rate = nc_northcarolina_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 c3dffe34..7e4a32d0 100644
--- a/l10n_us_hr_payroll/models/hr_payslip.py
+++ b/l10n_us_hr_payroll/models/hr_payslip.py
@@ -16,6 +16,7 @@ from .state.ga_georgia import ga_georgia_state_income_withholding
from .state.mo_missouri import mo_missouri_state_income_withholding
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.oh_ohio import oh_ohio_state_income_withholding
from .state.va_virginia import va_virginia_state_income_withholding
@@ -56,6 +57,7 @@ class HRPayslip(models.Model):
'mo_missouri_state_income_withholding': mo_missouri_state_income_withholding,
'ms_mississippi_state_income_withholding': ms_mississippi_state_income_withholding,
'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,
'oh_ohio_state_income_withholding': oh_ohio_state_income_withholding,
'va_virginia_state_income_withholding': va_virginia_state_income_withholding,
diff --git a/l10n_us_hr_payroll/models/state/nc_northcarolina.py b/l10n_us_hr_payroll/models/state/nc_northcarolina.py
new file mode 100644
index 00000000..8b9be103
--- /dev/null
+++ b/l10n_us_hr_payroll/models/state/nc_northcarolina.py
@@ -0,0 +1,37 @@
+# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
+
+from .general import _state_applies
+
+
+def nc_northcarolina_state_income_withholding(payslip, categories, worked_days, inputs):
+ """
+ Returns SIT eligible wage and rate.
+ WAGE = GROSS + DED_FIT_EXEMPT
+
+ :return: result, result_rate (wage, percent)
+ """
+ state_code = 'NC'
+ if not _state_applies(payslip, state_code):
+ return 0.0, 0.0
+
+ filing_status = payslip.contract_id.us_payroll_config_value('nc_nc4_sit_filing_status')
+ if not filing_status:
+ return 0.0, 0.0
+
+ # Determine Wage
+ wage = categories.GROSS + categories.DED_FIT_EXEMPT
+ schedule_pay = payslip.contract_id.schedule_pay
+ additional = payslip.contract_id.us_payroll_config_value('state_income_tax_additional_withholding')
+ allowances = payslip.contract_id.us_payroll_config_value('nc_nc4_sit_allowances')
+ allowances_rate = payslip.rule_parameter('us_nc_sit_allowance_rate').get(schedule_pay)['allowance']
+ deduction = payslip.rule_parameter('us_nc_sit_allowance_rate').get(schedule_pay)['standard_deduction'] if filing_status != 'head_household' else payslip.rule_parameter('us_nc_sit_allowance_rate').get(schedule_pay)['standard_deduction_hh']
+
+ if wage == 0.0:
+ return 0.0, 0.0
+ taxable_wage = round((wage - (deduction + (allowances * allowances_rate))) * 0.0535)
+ withholding = 0.0
+ if taxable_wage < 0.0:
+ withholding -= taxable_wage
+ withholding = taxable_wage
+ 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 26aec499..49d1169b 100644
--- a/l10n_us_hr_payroll/models/us_payroll_config.py
+++ b/l10n_us_hr_payroll/models/us_payroll_config.py
@@ -94,6 +94,15 @@ class HRContractUSPayrollConfig(models.Model):
('montana_for_marriage', 'Montana for Marriage'),
], string='Montana MW-4 Exempt from Withholding', help='MW-4 Section 2')
+ nc_nc4_sit_filing_status = fields.Selection([
+ ('', 'Exempt'),
+ ('single', 'Single'),
+ ('married', 'Married'),
+ ('surviving_spouse', 'Surviving Spouse'),
+ ('head_household', 'Head of Household')
+ ], string='North Carolina NC-4 Filing Status', help='NC-4')
+ nc_nc4_sit_allowances = fields.Integer(string='North Carolina NC-4 Allowances', help='NC-4 1.')
+
nj_njw4_sit_filing_status = fields.Selection([
('', 'Exempt'),
('single', 'Single'),
diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py
index f0e84ff2..3844fbcf 100755
--- a/l10n_us_hr_payroll/tests/__init__.py
+++ b/l10n_us_hr_payroll/tests/__init__.py
@@ -19,6 +19,9 @@ from . import test_us_ms_mississippi_payslip_2020
from . import test_us_mt_montana_payslip_2019
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_nj_newjersey_payslip_2019
from . import test_us_nj_newjersey_payslip_2020
diff --git a/l10n_us_hr_payroll/tests/test_us_nc_northcarolina_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_nc_northcarolina_payslip_2019.py
new file mode 100755
index 00000000..14c1c5b2
--- /dev/null
+++ b/l10n_us_hr_payroll/tests/test_us_nc_northcarolina_payslip_2019.py
@@ -0,0 +1,270 @@
+# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
+
+from .common import TestUsPayslip, process_payslip
+
+
+class TestUsNCPayslip(TestUsPayslip):
+ ###
+ # Taxes and Rates
+ ###
+ NC_UNEMP_MAX_WAGE = 24300.0
+ NC_UNEMP = -1.0 / 100.0
+ NC_INC_TAX = -0.0535
+
+
+ def test_2019_taxes_weekly(self):
+ salary = 20000.0
+ # allowance_multiplier and Portion of Standard Deduction for weekly
+ allowance_multiplier = 48.08
+ PST = 192.31
+ exemption = 1
+ # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf
+ wh = -round((salary - (PST + (allowance_multiplier * exemption))) * -self.NC_INC_TAX)
+
+ employee = self._createEmployee()
+ contract = self._createContract(employee,
+ wage=salary,
+ state_id=self.get_us_state('NC'),
+ nc_nc4_sit_filing_status='married',
+ state_income_tax_additional_withholding=0.0,
+ nc_nc4_sit_allowances=1.0,
+ schedule_pay='weekly')
+
+ self._log('2019 North Carolina 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_SIT'], wh)
+
+ process_payslip(payslip)
+
+ # Make a new payslip, this one will have maximums
+
+ remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if (self.NC_UNEMP_MAX_WAGE - 2*salary < salary) \
+ else salary
+ self._log('2019 North Carolina 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_NC_UNEMP_wages * self.NC_UNEMP)
+
+ def test_2019_taxes_with_external_weekly(self):
+ salary = 5000.0
+ schedule_pay = 'weekly'
+
+ employee = self._createEmployee()
+
+ contract = self._createContract(employee,
+ wage=salary,
+ state_id=self.get_us_state('NC'),
+ nc_nc4_sit_filing_status='married',
+ state_income_tax_additional_withholding=0.0,
+ nc_nc4_sit_allowances=1.0,
+ schedule_pay='weekly')
+
+ self._log('2019 NorthCarolina_external 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.NC_UNEMP)
+
+ def test_2019_taxes_biweekly(self):
+ salary = 5000.0
+ schedule_pay = 'bi-weekly'
+ # allowance_multiplier and Portion of Standard Deduction for weekly
+ allowance_multiplier = 96.15
+ PST = 384.62
+
+ allowances = 2
+ # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf
+
+ wh = -round((salary - (PST + (allowance_multiplier * allowances))) * -self.NC_INC_TAX)
+
+ employee = self._createEmployee()
+
+ contract = self._createContract(employee,
+ wage=salary,
+ state_id=self.get_us_state('NC'),
+ nc_nc4_sit_filing_status='married',
+ state_income_tax_additional_withholding=0.0,
+ nc_nc4_sit_allowances=2.0,
+ schedule_pay='bi-weekly')
+
+ self._log('2019 North Carolina tax first payslip bi-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.NC_UNEMP)
+ self.assertPayrollEqual(cats['EE_US_SIT'], wh)
+
+ process_payslip(payslip)
+
+ # Make a new payslip, this one will have maximums
+
+ remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if (self.NC_UNEMP_MAX_WAGE - 2*salary < salary) \
+ else salary
+
+ self._log('2019 North Carolina tax second payslip bi-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_NC_UNEMP_wages * self.NC_UNEMP)
+
+ def test_2019_taxes_semimonthly(self):
+ salary = 4000.0
+ # allowance_multiplier and Portion of Standard Deduction for weekly
+ allowance_multiplier = 104.17
+ PST = 625.00
+
+ allowances = 1
+ # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf
+
+ wh = -round((salary - (PST + (allowance_multiplier * allowances))) * -self.NC_INC_TAX)
+
+ employee = self._createEmployee()
+
+ contract = self._createContract(employee,
+ wage=salary,
+ state_id=self.get_us_state('NC'),
+ nc_nc4_sit_filing_status='head_household',
+ state_income_tax_additional_withholding=0.0,
+ nc_nc4_sit_allowances=1.0,
+ schedule_pay='semi-monthly')
+
+ self._log('2019 North Carolina 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.NC_UNEMP)
+ self.assertPayrollEqual(cats['EE_US_SIT'], wh)
+
+ process_payslip(payslip)
+
+ # Make a new payslip, this one will have maximums
+
+ remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if (self.NC_UNEMP_MAX_WAGE - 2 * salary < salary) \
+ else salary
+
+ self._log('2019 North Carolina 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'], remaining_NC_UNEMP_wages * self.NC_UNEMP)
+
+ def test_2019_taxes_monthly(self):
+ salary = 4000.0
+ schedule_pay = 'monthly'
+ # allowance_multiplier and Portion of Standard Deduction for weekly
+ allowance_multiplier = 208.33
+ PST = 833.33
+
+ allowances = 1
+ # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf
+
+ wh = -round((salary - (PST + (allowance_multiplier * allowances))) * -self.NC_INC_TAX)
+
+ employee = self._createEmployee()
+
+ contract = self._createContract(employee,
+ wage=salary,
+ state_id=self.get_us_state('NC'),
+ nc_nc4_sit_filing_status='single',
+ state_income_tax_additional_withholding=0.0,
+ nc_nc4_sit_allowances=1.0,
+ schedule_pay='monthly')
+
+ self._log('2019 North Carolina 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.NC_UNEMP)
+ self.assertPayrollEqual(cats['EE_US_SIT'], wh)
+
+ process_payslip(payslip)
+
+ # Make a new payslip, this one will have maximums
+
+ remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if (
+ self.NC_UNEMP_MAX_WAGE - 2 * salary < salary) \
+ else salary
+
+ self._log('2019 North Carolina 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'], remaining_NC_UNEMP_wages * self.NC_UNEMP)
+
+ def test_additional_withholding(self):
+ salary = 4000.0
+ # allowance_multiplier and Portion of Standard Deduction for weekly
+ allowance_multiplier = 48.08
+ PST = 192.31
+ additional_wh = 40.0
+
+ #4000 - (168.27 + (48.08 * 1)
+
+ allowances = 1
+ # Algorithm derived from percentage method in https://files.nc.gov/ncdor/documents/files/nc-30_book_web.pdf
+
+ wh = -round(((salary - (PST + (allowance_multiplier * allowances))) * -self.NC_INC_TAX) + additional_wh)
+
+ employee = self._createEmployee()
+
+ contract = self._createContract(employee,
+ wage=salary,
+ state_id=self.get_us_state('NC'),
+ nc_nc4_sit_filing_status='married',
+ state_income_tax_additional_withholding=40.0,
+ nc_nc4_sit_allowances=1.0,
+ schedule_pay='weekly')
+
+ self._log('2019 North Carolina 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_SIT'], wh)
+
+ process_payslip(payslip)
+
+ # Make a new payslip, this one will have maximums
+
+ remaining_NC_UNEMP_wages = self.NC_UNEMP_MAX_WAGE - salary if (self.NC_UNEMP_MAX_WAGE - 2 * salary < salary) \
+ else salary
+
+ self._log('2019 North Carolina 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_NC_UNEMP_wages * self.NC_UNEMP)
diff --git a/l10n_us_hr_payroll/tests/test_us_nc_northcarolina_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_nc_northcarolina_payslip_2020.py
new file mode 100755
index 00000000..2c484ac4
--- /dev/null
+++ b/l10n_us_hr_payroll/tests/test_us_nc_northcarolina_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 TestUsNCPayslip(TestUsPayslip):
+ ###
+ # 2020 Taxes and Rates
+ ###
+ NC_UNEMP_MAX_WAGE = 25200.0
+ NC_UNEMP = 1.0
+ NC_INC_TAX = 0.0535
+
+ def _test_sit(self, wage, filing_status, allowances, additional_withholding, schedule_pay, date_start, expected_withholding):
+
+ employee = self._createEmployee()
+ contract = self._createContract(employee,
+ wage=wage,
+ state_id=self.get_us_state('NC'),
+ nc_nc4_sit_filing_status=filing_status,
+ nc_nc4_sit_allowances=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._log('Computed period tax: ' + str(expected_withholding))
+ self.assertPayrollEqual(cats.get('EE_US_SIT', 0.0), -expected_withholding if filing_status else 0.0)
+
+ def test_2020_taxes_example(self):
+ self._test_er_suta('NC', self.NC_UNEMP, date(2020, 1, 1), wage_base=self.NC_UNEMP_MAX_WAGE)
+ self._test_sit(20000.0, 'single', 1, 100.0, 'weekly', date(2020, 1, 1), 1156.0)
+ self._test_sit(5000.0, 'married', 1, 0.0, 'weekly', date(2020, 1, 1), 254.0)
+ self._test_sit(4000.0, 'head_household', 1, 5.0, 'semi-monthly', date(2020, 1, 1), 177.0)
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 a96d5f57..394f3e80 100644
--- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml
+++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml
@@ -73,6 +73,12 @@
+
+ Form NC-4 - State Income Tax
+
+
+
+
Form NJ-W4 - State Income Tax