From 18d1a25fcf5a69a71bd6c9499d823ff7d42026ad Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Tue, 14 Jan 2020 17:56:36 -0500 Subject: [PATCH 01/12] IMP `l10n_us_hr_payroll` Port `l10n_us_mo_hr_payroll` MO Missouri including migration --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 3 + l10n_us_hr_payroll/data/state/mo_missouri.xml | 141 +++++++++++++ l10n_us_hr_payroll/migrations/data.py | 15 ++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + .../models/state/mo_missouri.py | 52 +++++ .../models/us_payroll_config.py | 10 +- l10n_us_hr_payroll/tests/__init__.py | 3 + .../tests/test_us_mo_missouri_payslip_2019.py | 188 ++++++++++++++++++ .../tests/test_us_mo_missouri_payslip_2020.py | 105 ++++++++++ .../views/us_payroll_config_views.xml | 6 + 11 files changed, 525 insertions(+), 1 deletion(-) create mode 100644 l10n_us_hr_payroll/data/state/mo_missouri.xml create mode 100644 l10n_us_hr_payroll/models/state/mo_missouri.py create mode 100755 l10n_us_hr_payroll/tests/test_us_mo_missouri_payslip_2019.py create mode 100755 l10n_us_hr_payroll/tests/test_us_mo_missouri_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index 54791cef..9302a934 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -30,6 +30,7 @@ USA Payroll Rules. 'data/federal/fed_941_fit_rules.xml', 'data/state/fl_florida.xml', 'data/state/ga_georgia.xml', + 'data/state/mo_missouri.xml', 'data/state/ms_mississippi.xml', 'data/state/mt_montana.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 9bdeeef6..c571fea5 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -21,6 +21,9 @@ ref('hr_payroll_rule_er_us_ga_suta'), ref('hr_payroll_rule_ee_us_ga_sit'), + ref('hr_payroll_rule_er_us_mo_suta'), + ref('hr_payroll_rule_ee_us_mo_sit'), + ref('hr_payroll_rule_er_us_ms_suta'), ref('hr_payroll_rule_ee_us_ms_sit'), diff --git a/l10n_us_hr_payroll/data/state/mo_missouri.xml b/l10n_us_hr_payroll/data/state/mo_missouri.xml new file mode 100644 index 00000000..cd6ccc28 --- /dev/null +++ b/l10n_us_hr_payroll/data/state/mo_missouri.xml @@ -0,0 +1,141 @@ + + + + + + US MO Missouri SUTA Wage Base + us_mo_suta_wage_base + 12000.0 + + + + US MO Missouri SUTA Wage Base + us_mo_suta_wage_base + 11500.0 + + + + + + + + US MO Missouri SUTA Rate + us_mo_suta_rate + 2.376 + + + + US MO Missouri SUTA Rate + us_mo_suta_rate + 2.376 + + + + + + + US MO Missouri SIT Rate Table + us_mo_sit_rate + [ + (1053.0, 1.5), + (1053.0, 2.0), + (1053.0, 2.5), + (1053.0, 3.0), + (1053.0, 3.5), + (1053.0, 4.0), + (1053.0, 4.5), + (1053.0, 5.0), + ( 'inf', 5.4), + ] + + + + US MO Missouri SIT Rate Table + us_mo_sit_rate + [ + (1073.0, 1.5), + (1073.0, 2.0), + (1073.0, 2.5), + (1073.0, 3.0), + (1073.0, 3.5), + (1073.0, 4.0), + (1073.0, 4.5), + (1073.0, 5.0), + ( 'inf', 5.4), + ] + + + + + + + US MO Missouri SIT Deduction + us_mo_sit_deduction + { + 'single': 12400.0, + 'married': 24800.0, + 'head_of_household': 18650.0, + } + + + + US MO Missouri SIT Deduction + us_mo_sit_deduction + { + 'single': 12400.0, + 'married': 24800.0, + 'head_of_household': 18650.0, + } + + + + + + + US Missouri - Department of Taxation - Unemployment Tax + + + + US Missouri - Department of Taxation - Unemployment Tax + + + + + US Missouri - Department of Taxation - Income Tax + + + + US Missouri - Department of Taxation - Income Tax + + + + + + + + + + ER: US MO Missouri State Unemployment + ER_US_MO_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_mo_suta_wage_base', rate='us_mo_suta_rate', state_code='MO') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_mo_suta_wage_base', rate='us_mo_suta_rate', state_code='MO') + + + + + + + + EE: US MO Missouri State Income Tax Withholding + EE_US_MO_SIT + python + result, _ = mo_missouri_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = mo_missouri_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 d6dd22b0..420d864c 100644 --- a/l10n_us_hr_payroll/migrations/data.py +++ b/l10n_us_hr_payroll/migrations/data.py @@ -14,6 +14,9 @@ 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', + 'mo_mow4_filing_status': 'mo_mow4_sit_filing_status', + 'mo_mow4_additional_withholding': 'state_income_tax_additional_withholding', + 'ms_89_350_filing_status': 'ms_89_350_sit_filing_status', 'ms_89_350_exemption': 'ms_89_350_sit_exemption_value', 'ms_89_350_additional_withholding': 'state_income_tax_additional_withholding', @@ -57,6 +60,11 @@ 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_mo_hr_payroll.hr_payroll_mo_unemp_wages', + 'l10n_us_mo_hr_payroll.hr_payroll_mo_unemp', + 'l10n_us_mo_hr_payroll.hr_payroll_mo_income_withhold', + 'l10n_us_mo_hr_payroll.hr_payroll_rules_mo_unemp_wages_2018', + 'l10n_us_ms_hr_payroll.hr_payroll_ms_unemp_wages', 'l10n_us_ms_hr_payroll.hr_payroll_ms_unemp', 'l10n_us_ms_hr_payroll.hr_payroll_ms_income_withhold', @@ -126,6 +134,13 @@ 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_mo_hr_payroll.res_partner_modor_unemp': 'l10n_us_hr_payroll.res_partner_us_mo_dor', + 'l10n_us_mo_hr_payroll.res_partner_modor_withhold': 'l10n_us_hr_payroll.res_partner_us_mo_dor_sit', + 'l10n_us_mo_hr_payroll.contrib_register_modor_unemp': 'l10n_us_hr_payroll.contrib_register_us_mo_dor', + 'l10n_us_mo_hr_payroll.contrib_register_modor_withhold': 'l10n_us_hr_payroll.contrib_register_us_mo_dor_sit', + 'l10n_us_mo_hr_payroll.hr_payroll_rules_mo_unemp_2018': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_mo_suta', + 'l10n_us_mo_hr_payroll.hr_payroll_rules_mo_inc_withhold_2018': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_mo_sit', + 'l10n_us_ms_hr_payroll.res_partner_msdor_unemp': 'l10n_us_hr_payroll.res_partner_us_ms_dor', 'l10n_us_ms_hr_payroll.res_partner_msdor_withhold': 'l10n_us_hr_payroll.res_partner_us_ms_dor_sit', 'l10n_us_ms_hr_payroll.contrib_register_msdor_unemp': 'l10n_us_hr_payroll.contrib_register_us_ms_dor', diff --git a/l10n_us_hr_payroll/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index cdcb7208..33e263fa 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -15,6 +15,7 @@ from .state.general import general_state_unemployment, \ general_state_income_withholding, \ is_us_state 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.oh_ohio import oh_ohio_state_income_withholding @@ -54,6 +55,7 @@ class HRPayslip(models.Model): 'general_state_income_withholding': general_state_income_withholding, 'is_us_state': is_us_state, 'ga_georgia_state_income_withholding': ga_georgia_state_income_withholding, + '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, 'oh_ohio_state_income_withholding': oh_ohio_state_income_withholding, diff --git a/l10n_us_hr_payroll/models/state/mo_missouri.py b/l10n_us_hr_payroll/models/state/mo_missouri.py new file mode 100644 index 00000000..7819fc7b --- /dev/null +++ b/l10n_us_hr_payroll/models/state/mo_missouri.py @@ -0,0 +1,52 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies + + +def mo_missouri_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 = 'MO' + if not _state_applies(payslip, state_code): + return 0.0, 0.0 + + filing_status = payslip.dict.contract_id.us_payroll_config_value('mo_mow4_sit_filing_status') + if not filing_status: + return 0.0, 0.0 + + # Determine Wage + wage = categories.GROSS + categories.DED_FIT_EXEMPT + reduced_withholding = payslip.dict.contract_id.us_payroll_config_value('mo_mow4_sit_withholding') + if reduced_withholding: + return wage, -((reduced_withholding / wage) * 100.0) + + pay_periods = payslip.dict.get_pay_periods_in_year() + additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding') + sit_table = payslip.dict.rule_parameter('us_mo_sit_rate') + deduction = payslip.dict.rule_parameter('us_mo_sit_deduction')[filing_status] + if wage == 0.0: + return 0.0, 0.0 + + gross_taxable_income = wage * pay_periods + gross_taxable_income -= deduction + + remaining_taxable_income = gross_taxable_income + withholding = 0.0 + for amt, rate in sit_table: + amt = float(amt) + rate = rate / 100.0 + if (remaining_taxable_income - amt) > 0.0 or (remaining_taxable_income - amt) == 0.0: + withholding += rate * amt + else: + withholding += rate * remaining_taxable_income + break + remaining_taxable_income = remaining_taxable_income - amt + + withholding /= pay_periods + withholding += additional + withholding = round(withholding) + return wage, -((withholding / wage) * 100.0) diff --git a/l10n_us_hr_payroll/models/us_payroll_config.py b/l10n_us_hr_payroll/models/us_payroll_config.py index 5ff26656..809fa233 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -64,6 +64,14 @@ class HRContractUSPayrollConfig(models.Model): ga_g4_sit_additional_allowances = fields.Integer(string='Georgia G-4 Additional Allowances', help='G-4 5.') + mo_mow4_sit_filing_status = fields.Selection([ + ('', 'Exempt'), + ('single', 'Single or Married Spouse Works or Married Filing Separate'), + ('married', 'Married (Spouse does not work)'), + ('head_of_household', 'Head of Household'), + ], string='Missouri W-4 Filing Status', help='MO W-4 1.') + mo_mow4_sit_withholding = fields.Integer(string='Missouri MO W-4 Reduced Withholding', help='MO W-4 3.') + ms_89_350_sit_filing_status = fields.Selection([ ('', 'Exempt'), ('single', 'Single'), @@ -93,4 +101,4 @@ class HRContractUSPayrollConfig(models.Model): va_va4_sit_exemptions = fields.Integer(string='Virginia VA-4(P) Personal Exemptions', help='VA-4(P) 1(a)') va_va4_sit_other_exemptions = fields.Integer(string='Virginia VA-4(P) Age & Blindness Exemptions', - help='VA-4(P) 1(b)') + help='VA-4(P) 1(b)') diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index 3e4cb355..6275549a 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -10,6 +10,9 @@ 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_mo_missouri_payslip_2019 +from . import test_us_mo_missouri_payslip_2020 + from . import test_us_ms_mississippi_payslip_2019 from . import test_us_ms_mississippi_payslip_2020 diff --git a/l10n_us_hr_payroll/tests/test_us_mo_missouri_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_mo_missouri_payslip_2019.py new file mode 100755 index 00000000..27a0ad93 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_mo_missouri_payslip_2019.py @@ -0,0 +1,188 @@ + +from datetime import date +from .common import TestUsPayslip + + +class TestUsMoPayslip(TestUsPayslip): + # Calculations from http://dor.mo.gov/forms/4282_2019.pdf + SALARY = 12000.0 + MO_UNEMP = -2.376 / 100.0 + + TAX = [ + (1053.0, 1.5), + (1053.0, 2.0), + (1053.0, 2.5), + (1053.0, 3.0), + (1053.0, 3.5), + (1053.0, 4.0), + (1053.0, 4.5), + (1053.0, 5.0), + (999999999.0, 5.4), + ] + + def test_2019_taxes_single(self): + # Payroll Period Monthly + salary = self.SALARY + pp = 12.0 + gross_salary = salary * pp + spouse_employed = False + + # Single + standard_deduction = 12400.0 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MO'), + mo_mow4_sit_filing_status='single', + state_income_tax_additional_withholding=0.0, + schedule_pay='monthly') + + self._log('2019 Missouri tax single 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.MO_UNEMP) + + mo_taxable_income = gross_salary - standard_deduction + self._log('%s = %s - %s -' % (mo_taxable_income, gross_salary, standard_deduction)) + + remaining_taxable_income = mo_taxable_income + tax = 0.0 + for amt, rate in self.TAX: + amt = float(amt) + rate = rate / 100.0 + self._log(str(amt) + ' : ' + str(rate) + ' : ' + str(remaining_taxable_income)) + if (remaining_taxable_income - amt) > 0.0 or (remaining_taxable_income - amt) == 0.0: + tax += rate * amt + else: + tax += rate * remaining_taxable_income + break + remaining_taxable_income = remaining_taxable_income - amt + + tax = -tax + self._log('Computed annual tax: ' + str(tax)) + + tax = tax / pp + tax = round(tax) + self._log('Computed period tax: ' + str(tax)) + self.assertPayrollEqual(cats['EE_US_SIT'], tax) + + def test_2019_spouse_not_employed(self): + # Payroll Period Semi-monthly + salary = self.SALARY + pp = 24.0 + gross_salary = salary * pp + + # Married + standard_deduction = 24800.0 + + employee = self._createEmployee() + + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MO'), + mo_mow4_sit_filing_status='married', + state_income_tax_additional_withholding=0.0, + schedule_pay='semi-monthly') + + self._log('2019 Missouri tax first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + mo_taxable_income = gross_salary - standard_deduction + self._log(mo_taxable_income) + + remaining_taxable_income = mo_taxable_income + tax = 0.0 + for amt, rate in self.TAX: + amt = float(amt) + rate = rate / 100.0 + self._log(str(amt) + ' : ' + str(rate) + ' : ' + str(remaining_taxable_income)) + if (remaining_taxable_income - amt) > 0.0 or (remaining_taxable_income - amt) == 0.0: + tax += rate * amt + else: + tax += rate * remaining_taxable_income + break + remaining_taxable_income = remaining_taxable_income - amt + + tax = -tax + self._log('Computed annual tax: ' + str(tax)) + + tax = tax / pp + tax = round(tax) + self._log('Computed period tax: ' + str(tax)) + self.assertPayrollEqual(cats['EE_US_SIT'], tax) + + def test_2019_head_of_household(self): + # Payroll Period Weekly + salary = self.SALARY + + # Payroll Period Weekly + salary = self.SALARY + pp = 52.0 + gross_salary = salary * pp + + # Single HoH + standard_deduction = 18650.0 + + employee = self._createEmployee() + + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MO'), + mo_mow4_sit_filing_status='head_of_household', + state_income_tax_additional_withholding=0.0, + schedule_pay='weekly') + + self._log('2019 Missouri tax first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + mo_taxable_income = gross_salary - standard_deduction + self._log(mo_taxable_income) + + remaining_taxable_income = mo_taxable_income + tax = 0.0 + for amt, rate in self.TAX: + amt = float(amt) + rate = rate / 100.0 + self._log(str(amt) + ' : ' + str(rate) + ' : ' + str(remaining_taxable_income)) + if (remaining_taxable_income - amt) > 0.0 or (remaining_taxable_income - amt) == 0.0: + tax += rate * amt + else: + tax += rate * remaining_taxable_income + break + remaining_taxable_income = remaining_taxable_income - amt + tax = -tax + self._log('Computed annual tax: ' + str(tax)) + + tax = tax / pp + tax = round(tax) + self._log('Computed period tax: ' + str(tax)) + self.assertPayrollEqual(cats['EE_US_SIT'], tax) + + def test_2019_underflow(self): + # Payroll Period Weekly + salary = 200.0 + + employee = self._createEmployee() + + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MO')) + + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['EE_US_SIT'], 0.0) diff --git a/l10n_us_hr_payroll/tests/test_us_mo_missouri_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_mo_missouri_payslip_2020.py new file mode 100755 index 00000000..164b0f0f --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_mo_missouri_payslip_2020.py @@ -0,0 +1,105 @@ + +from datetime import date +from .common import TestUsPayslip + + +class TestUsMoPayslip(TestUsPayslip): + # Calculations from http://dor.mo.gov/forms/4282_2020.pdf + MO_UNEMP_MAX_WAGE = 11500.0 + MO_UNEMP = 2.376 + + TAX = [ + (1073.0, 1.5), + (1073.0, 2.0), + (1073.0, 2.5), + (1073.0, 3.0), + (1073.0, 3.5), + (1073.0, 4.0), + (1073.0, 4.5), + (1073.0, 5.0), + ( 'inf', 5.4), + ] + STD_DED = { + '': 0.0, # Exempt + 'single': 12400.0, + 'married': 24800.0, + 'head_of_household': 18650.0, + } + + def _test_sit(self, filing_status, schedule_pay): + wage = 5000.0 + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wage, + state_id=self.get_us_state('MO'), + mo_mow4_sit_filing_status=filing_status, + state_income_tax_additional_withholding=0.0, + schedule_pay=schedule_pay) + + payslip = self._createPayslip(employee, '2020-01-01', '2020-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + pp = payslip.get_pay_periods_in_year() + gross_salary = wage * pp + standard_deduction = self.STD_DED[filing_status] + + mo_taxable_income = gross_salary - standard_deduction + self._log('%s = %s - %s -' % (mo_taxable_income, gross_salary, standard_deduction)) + + remaining_taxable_income = mo_taxable_income + tax = 0.0 + for amt, rate in self.TAX: + amt = float(amt) + rate = rate / 100.0 + self._log(str(amt) + ' : ' + str(rate) + ' : ' + str(remaining_taxable_income)) + if (remaining_taxable_income - amt) > 0.0 or (remaining_taxable_income - amt) == 0.0: + tax += rate * amt + else: + tax += rate * remaining_taxable_income + break + remaining_taxable_income = remaining_taxable_income - amt + + tax = -tax + self._log('Computed annual tax: ' + str(tax)) + + tax = tax / pp + tax = round(tax) + self._log('Computed period tax: ' + str(tax)) + self.assertPayrollEqual(cats.get('EE_US_SIT', 0.0), tax if filing_status else 0.0) + + contract.us_payroll_config_id.state_income_tax_additional_withholding = 100.0 + payslip.compute_sheet() + cats = self._getCategories(payslip) + self.assertPayrollEqual(cats.get('EE_US_SIT', 0.0), (tax - 100.0) if filing_status else 0.0) + + contract.us_payroll_config_id.mo_mow4_sit_withholding = 200.0 + payslip.compute_sheet() + cats = self._getCategories(payslip) + self.assertPayrollEqual(cats.get('EE_US_SIT', 0.0), -200.0 if filing_status else 0.0) + + def test_2020_taxes_single(self): + self._test_er_suta('MO', self.MO_UNEMP, date(2020, 1, 1), wage_base=self.MO_UNEMP_MAX_WAGE) + self._test_sit('single', 'weekly') + + def test_2020_spouse_not_employed(self): + self._test_sit('married', 'semi-monthly') + + def test_2020_head_of_household(self): + self._test_sit('head_of_household', 'monthly') + + def test_2020_underflow(self): + # Payroll Period Weekly + salary = 200.0 + + employee = self._createEmployee() + + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MO')) + + payslip = self._createPayslip(employee, '2020-01-01', '2020-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['EE_US_SIT'], 0.0) 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 247309b5..e46f4a38 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -55,6 +55,12 @@ + +

Form MO W-4 - State Income Tax

+ + + +

Form 89-350 - State Income Tax

From 647ff7e3fbb76931019f3fcd82165cb97107da5c Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Fri, 17 Jan 2020 13:57:45 -0500 Subject: [PATCH 02/12] IMP `l10n_us_hr_payroll` Port `l10n_us_nj_hr_payroll` NJ New Jesrsey including migration --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 10 + .../data/state/nj_newjersey.xml | 426 ++++++++++++++++++ l10n_us_hr_payroll/migrations/data.py | 48 ++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + .../models/state/nj_newjersey.py | 53 +++ .../models/us_payroll_config.py | 17 + l10n_us_hr_payroll/tests/__init__.py | 3 + l10n_us_hr_payroll/tests/common.py | 26 +- .../test_us_nj_newjersey_payslip_2019.py | 128 ++++++ .../test_us_nj_newjersey_payslip_2020.py | 48 ++ .../views/us_payroll_config_views.xml | 7 + 12 files changed, 758 insertions(+), 11 deletions(-) create mode 100644 l10n_us_hr_payroll/data/state/nj_newjersey.xml create mode 100644 l10n_us_hr_payroll/models/state/nj_newjersey.py create mode 100755 l10n_us_hr_payroll/tests/test_us_nj_newjersey_payslip_2019.py create mode 100755 l10n_us_hr_payroll/tests/test_us_nj_newjersey_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index 9302a934..fa50a6ff 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -33,6 +33,7 @@ USA Payroll Rules. 'data/state/mo_missouri.xml', 'data/state/ms_mississippi.xml', 'data/state/mt_montana.xml', + 'data/state/nj_newjersey.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 c571fea5..ef0448af 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -31,6 +31,16 @@ ref('hr_payroll_rule_er_us_mt_suta_aft'), ref('hr_payroll_rule_ee_us_mt_sit'), + ref('hr_payroll_rule_er_us_nj_suta'), + ref('hr_payroll_rule_ee_us_nj_suta'), + ref('hr_payroll_rule_er_us_nj_sdi'), + ref('hr_payroll_rule_ee_us_nj_sdi'), + ref('hr_payroll_rule_er_us_nj_wf'), + ref('hr_payroll_rule_ee_us_nj_wf'), + ref('hr_payroll_rule_er_us_nj_fli'), + ref('hr_payroll_rule_ee_us_nj_fli'), + ref('hr_payroll_rule_ee_us_nj_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/nj_newjersey.xml b/l10n_us_hr_payroll/data/state/nj_newjersey.xml new file mode 100644 index 00000000..a01ad739 --- /dev/null +++ b/l10n_us_hr_payroll/data/state/nj_newjersey.xml @@ -0,0 +1,426 @@ + + + + + + US NJ NewJersey SUTA Wage Base + us_nj_suta_wage_base + 34400.00 + + + + US NJ NewJersey SUTA Wage Base + us_nj_suta_wage_base + 35300.00 + + + + + + + + + US NJ New Jersey Employer Unemployment SUTA Rate + us_nj_suta_rate + 2.6825 + + + + US NJ New Jersey Employer Unemployment SUTA Rate + us_nj_suta_rate + 2.6825 + + + + + + + US NJ New Jersey Employee Unemployment SUTA Rate + us_nj_suta_ee_rate + 0.3825 + + + + US NJ New Jersey Employee Unemployment SUTA Rate + us_nj_suta_ee_rate + 0.3825 + + + + + + + + US NJ New Jersey Employer State Disability Insurance Rate + us_nj_sdi_rate + 0.5 + + + + US NJ New Jersey Employer State Disability Insurance Rate + us_nj_sdi_rate + 0.5 + + + + + + + US NJ New Jersey Employee State Disability Insurance Rate + us_nj_sdi_ee_rate + 0.17 + + + + US NJ New Jersey Employee State Disability Insurance Rate + us_nj_sdi_ee_rate + 0.26 + + + + + + + + US NJ New Jersey Employer Workforce Development Rate + us_nj_wf_rate + 0.1175 + + + + US NJ New Jersey Employer Workforce Development Rate + us_nj_wf_rate + 0.1175 + + + + + + + US NJ New Jersey Employee Workforce Development Rate + us_nj_wf_ee_rate + 0.0425 + + + + US NJ New Jersey Employee Workforce Development Rate + us_nj_wf_ee_rate + 0.0425 + + + + + + + + US NJ New Jersey Employer Family Leave Insurance Rate + us_nj_fli_rate + 0.0 + + + + US NJ New Jersey Employer Family Leave Insurance Rate + us_nj_fli_rate + 0.0 + + + + + + + US NJ New Jersey Employee Family Leave Insurance Rate + us_nj_fli_ee_rate + 0.08 + + + + US NJ New Jersey Employee Family Leave Insurance Rate + us_nj_fli_ee_rate + 0.16 + + + + + + + + US NJ NewJersey SIT Rate Table + us_nj_sit_rate + { + 'A': { + 'weekly': ((385, 0.0, 1.50), (673, 5.77, 2.00), (769, 11.54, 3.90), (1442, 15.29, 6.10), (9615, 56.34, 7.00), (96154, 628.46, 9.90), ('inf', 9195.77, 11.80)), + 'bi-weekly': ((769, 0.00, 1.50), (1346, 12.00, 2.00), (1538, 23.00, 3.90), (2885, 31.00, 6.10), (19231, 113.00, 7.00), (192308, 1257.00, 9.90), ('inf',18392.00, 11.80)), + 'semi-monthly': ((833, 0.00, 1.50), (1458, 13.00, 2.00), (1667, 25.00, 3.90), (3125, 33.00, 6.10), (20833, 122.00, 7.00), (208333, 1362.00, 9.90), ('inf', 19924.00, 11.80)), + 'monthly': ((1667, 0.00, 1.50), (2917, 25.00, 2.00), (3333, 50.00, 3.90), (6250, 66.00, 6.10), (41667, 244.00, 7.00), (416667, 2723.00, 9.90), ('inf', 39848.00, 11.80)), + 'quarterly': ((5000, 0.00, 1.50), (8750, 75.00, 2.00), (10000, 150.00, 3.90), (18750, 198.75, 6.10), (125000, 732.50, 7.00), (1250000, 8170.00, 9.90), ('inf', 119545.00, 11.80)), + 'semi-annual': ((10000, 0.00, 1.50), (17500, 150.00, 2.00), (20000, 300.00, 3.90), (37500, 397.50, 6.10), (250000, 1465.00, 7.00), (2500000, 16340.00, 9.90), ('inf', 239090.00, 11.80)), + 'annual': ((20000, 0.0, 1.50), (35000, 300.00, 2.00), (40000, 600.00, 3.90), (75000, 795.00, 6.10), (500000, 2930.00, 7.00), (5000000, 32680.00, 9.90), ('inf', 478180.00, 11.80)), + }, + 'B': { + 'weekly': ((385, 0.0, 1.50), (962, 5.77, 2.00), (1346, 17.31, 2.70), (1538, 27.69, 3.9), (2885, 35.19, 6.10), (9615, 117.31, 7.00), (96154, 588.46, 9.90), ('inf', 9155.77, 11.80)), + 'bi-weekly': ((769, 0.0, 1.50), (1923, 12.00, 2.00), (2692, 35.00, 2.70), (3076, 55.00, 3.9), (5769, 70.00, 6.10), (19231, 235.00, 700), (192308, 1177.00, 9.90), ('inf', 18312.00, 11.80)), + 'semi-monthly': ((833, 0.0, 1.50), (2083, 12.50, 2.00), (2917, 37.50, 2.70), (3333, 59.99, 3.9), (6250, 76.25, 6.10), (20833, 254.19, 7.00), (208333, 1275.00, 9.90), ('inf', 19838.00, 11.80)), + 'monthly': ((1667, 0.0, 1.50), (4167, 25.00, 2.00), (5833, 75.00, 2.70), (6667, 120.00, 3.9), (12500, 153.00, 6.10), (41667, 508.00, 7.00), (416667, 2550.00, 9.90), ('inf', 39675.00, 11.80)), + 'quarterly': ((5000, 0.0, 1.50), (12500, 75.00, 2.00), (17500, 225.00, 2.70), (20000, 360.00, 3.9), (37500, 397.50, 6.10), (125000, 1525.00, 7.00), (1250000, 7650.00, 9.90), ('inf', 119025.00, 11.80)), + 'semi-annual': ((10000, 0.0, 1.50), (25000, 150.00, 2.00), (35000, 450.00, 2.70), (40000, 720.00, 3.9), (75000, 915.00, 6.10), (250000, 3050.00, 7.00), (2500000, 15300.00, 9.90), ('inf', 238050.00, 11.80)), + 'annual': ((20000, 0.0, 1.50), (50000, 300.00, 2.00), (70000, 900.00, 2.70), (80000, 1440.00, 3.9), (150000, 1830.00, 6.10), (500000, 6100.00, 7.00), (5000000, 30600.00, 9.90), ('inf', 476100.00, 11.80)), + }, + 'C': { + 'weekly': ((385, 0.0, 1.50), (769, 5.77, 2.30), (962, 14.62, 2.80), (1154, 20.00, 3.50), (2885, 26.73, 5.60), (9615, 123.65, 6.60), (96154, 567.88, 9.90), ('inf', 9135.19, 11.80)), + 'bi-weekly': ((769, 0.0, 1.50), (1538, 11.54, 2.30), (1923, 29.23, 2.80), (2308, 40.00, 3.50), (5769, 53.46, 5.60), (19231, 247.31, 6.60), (192308, 1135.77, 9.90), ('inf', 18270.38, 11.80)), + 'semi-monthly': ((833, 0.0, 1.50), (1667, 12.50, 2.30), (2083, 31.67, 2.80), (2500, 43.33, 3.50), (6250, 57.92, 5.60), (20833, 267.92, 6.60), (208333, 1230.42, 9.90), ('inf', 19792.92, 11.80)), + 'monthly': ((1667, 0.0, 1.50), (3333, 25.00, 2.30), (4167, 63.33, 2.80), (5000, 86.67, 3.50), (12500, 115.83, 5.60), (41667, 535.85, 6.60), (416667, 2460.83, 9.90), ('inf', 39585.83, 11.80)), + 'quarterly': ((5000, 0.0, 1.50), (10000, 75.00, 2.30), (12500, 190.00, 2.80), (15000, 260.00, 3.50), (37500, 347.50, 5.60), (125000, 1607.50, 6.60), (1250000, 7382.50, 9.90), ('inf', 118757.50, 11.80)), + 'semi-annual': ((10000, 0.0, 1.50), (20000, 150.00, 2.30), (25000, 380.00, 2.80), (30000, 520.00, 3.50), (75000, 695.00, 5.60), (250000, 3215.00, 6.60), (2500000, 14765.00, 9.90), ('inf', 237515.00, 11.80)), + 'annual': ((20000, 0.0, 1.50), (40000, 300.00, 2.30), (50000, 760.00, 2.80), (60000, 1040.00, 3.50), (150000, 1390.00, 5.60), (500000, 6430.00, 6.60), (5000000, 29530.00, 9.90), ('inf', 475030.00, 11.80)), + }, + 'D': { + 'weekly': ((385, 0.0, 1.50), (769, 5.77, 2.70), (962, 16.15, 3.40), (1154, 22.69, 4.30), (2885, 30.96, 5.60), (9615, 127.88, 6.50), (96154, 565.38, 9.90), ('inf', 9132.69, 11.80)), + 'bi-weekly': ((769, 0.0, 1.50), (1538, 11.54, 2.70), (1923, 32.31, 3.40), (2308, 45.38, 4.30), (5769, 61.92, 5.60), (19231, 255.77, 6.50), (192308, 1130.77, 9.90), ('inf', 18265.38, 11.80)), + 'semi-monthly': ((833, 0.0, 1.50), (1667, 12.50, 2.70), (2083, 35.00, 3.40), (2500, 49.17, 4.30), (6250, 67.08, 5.60), (20833, 277.08, 6.50), (208333, 1225.00, 9.90), ('inf', 19787.50, 11.80)), + 'monthly': ((1667, 0.0, 1.50), (3333, 25.00, 2.70), (4167, 70.00, 3.40), (5000, 98.33, 4.00), (12500, 134.17, 5.60), (41667, 554.17, 6.50), (416667, 2450.00, 9.90), ('inf', 39575.00, 11.80)), + 'quarterly': ((5000, 0.0, 1.50), (10000, 75.00, 2.07), (12500, 210.00, 3.40), (15000, 295.00, 4.30), (37500, 402.50, 5.60), (125000, 1662.50, 6.50), (1250000, 7350.00, 9.90), ('inf', 118725.00, 11.80)), + 'semi-annual': ((10000, 0.0, 1.50), (20000, 150.00, 2.70), (25000, 420.00, 3.40), (30000, 590.00, 4.30), (75000, 805.00, 5.60), (250000, 3325.00, 6.50), (2500000, 14700.00, 9.90), ('inf', 237450.00, 11.80)), + 'annual': ((20000, 0.0, 1.50), (40000, 300.00, 2.70), (50000, 840.00, 3.40), (60000, 1180.00, 4.30), (150000, 1610.00, 5.60), (250000, 6650.00, 6.50), (2500000, 29400.00, 9.90), ('inf', 474900.00, 11.80)), + }, + 'E': { + 'weekly': ((385, 0.0, 1.50), (673, 5.77, 2.00), (1923, 11.54, 5.80), (9615, 84.04, 6.50), (96154, 584.04, 9.90), ('inf', 9151.35, 11.80)), + 'bi-weekly': ((769, 0.0, 1.50), (1346, 12.00, 2.00), (3846, 23.00, 5.80), (19231, 168.00, 6.50), (192308, 1168.00, 9.90), ('inf', 18303.00, 11.80)), + 'semi-monthly': ((833, 0.0, 1.50), (1458, 13.00, 2.00), (4167, 25.00, 5.80), (20833, 182.00, 6.50), (208333, 1265.00, 9.90), ('inf', 19828.00, 11.80)), + 'monthly': ((1667, 0.0, 1.50), (2916, 25.00, 2.00), (8333, 50.00, 5.80), (41667, 364.00, 6.50), (416667, 2531.00, 9.90), ('inf', 39656, 11.80)), + 'quarterly': ((5000, 0.0, 1.50), (8750, 75.00, 2.00), (25000, 150.00, 5.80), (125000, 1092.50, 6.50), (1250000, 7592.50, 9.90), ('inf', 118967.50, 11.80)), + 'semi-annual': ((10000, 0.0, 1.50), (17500, 150.00, 2.00), (50000, 300.00, 5.80), (250000, 2185.00, 6.50), (2500000, 15185.00, 9.90), ('inf', 237935.00, 11.80)), + 'annual': ((20000, 0.0, 1.50), (35000, 300.00, 2.00), (100000, 600.00, 5.80), (500000, 4370.00, 6.50), (5000000, 30370.00, 9.90), ('inf', 475870.00, 11.80)), + }, + } + + + + US NJ NewJersey SIT Rate Table + us_nj_sit_rate + { + 'A': { + 'weekly': ((385, 0.0, 1.50), (673, 5.77, 2.00), (769, 11.54, 3.90), (1442, 15.29, 6.10), (9615, 56.34, 7.00), (96154, 628.46, 9.90), ('inf', 9195.77, 11.80)), + 'bi-weekly': ((769, 0.00, 1.50), (1346, 12.00, 2.00), (1538, 23.00, 3.90), (2885, 31.00, 6.10), (19231, 113.00, 7.00), (192308, 1257.00, 9.90), ('inf',18392.00, 11.80)), + 'semi-monthly': ((833, 0.00, 1.50), (1458, 13.00, 2.00), (1667, 25.00, 3.90), (3125, 33.00, 6.10), (20833, 122.00, 57.00), (208333, 1362.00, 9.90), ('inf', 19924.00, 11.80)), + 'monthly': ((1667, 0.00, 1.50), (2917, 25.00, 2.00), (3333, 50.00, 3.90), (6250, 66.00, 6.10), (41667, 244.00, 57.00), (416667, 2723.00, 9.90), ('inf', 39848.00, 11.80)), + 'quarterly': ((5000, 0.00, 1.50), (8750, 75.00, 2.00), (10000, 150.00, 3.90), (18750, 198.75, 6.10), (125000, 732.50, 57.00), (1250000, 8170.00, 9.90), ('inf', 119545.00, 11.80)), + 'semi-annual': ((10000, 0.00, 1.50), (17500, 150.00, 2.00), (20000, 300.00, 3.90), (37500, 397.50, 6.10), (250000, 1465.00, 57.00), (2500000, 16340.00, 9.90), ('inf', 239090.00, 11.80)), + 'annual': ((20000, 0.0, 1.50), (35000, 300.00, 2.00), (40000, 600.00, 3.90), (75000, 795.00, 6.10), (500000, 2930.00, 57.00), (5000000, 32680.00, 9.90), ('inf', 478180.00, 11.80)), + }, + 'B': { + 'weekly': ((385, 0.0, 1.50), (962, 5.77, 2.00), (1346, 17.31, 2.70), (1538, 27.69, 3.9), (2885, 35.19, 6.10), (9615, 117.31, 7.00), (96154, 588.46, 9.90), ('inf', 9155.77, 11.80)), + 'bi-weekly': ((769, 0.0, 1.50), (1923, 12.00, 2.00), (2692, 35.00, 2.70), (3076, 55.00, 3.9), (5769, 70.00, 6.10), (19231, 235.00, 700), (192308, 1177.00, 9.90), ('inf', 18312.00, 11.80)), + 'semi-monthly': ((833, 0.0, 1.50), (2083, 12.50, 2.00), (2917, 37.50, 2.70), (3333, 59.99, 3.9), (6250, 76.25, 6.10), (20833, 254.19, 7.00), (208333, 1275.00, 9.90), ('inf', 19838.00, 11.80)), + 'monthly': ((1667, 0.0, 1.50), (4167, 25.00, 2.00), (5833, 75.00, 2.70), (6667, 120.00, 3.9), (12500, 153.00, 6.10), (41667, 508.00, 7.00), (416667, 2550.00, 9.90), ('inf', 39675.00, 11.80)), + 'quarterly': ((5000, 0.0, 1.50), (12500, 75.00, 2.00), (17500, 225.00, 2.70), (20000, 360.00, 3.9), (37500, 397.50, 6.10), (125000, 1525.00, 7.00), (1250000, 7650.00, 9.90), ('inf', 119025.00, 11.80)), + 'semi-annual': ((10000, 0.0, 1.50), (25000, 150.00, 2.00), (35000, 450.00, 2.70), (40000, 720.00, 3.9), (75000, 915.00, 6.10), (250000, 3050.00, 7.00), (2500000, 15300.00, 9.90), ('inf', 238050.00, 11.80)), + 'annual': ((20000, 0.0, 1.50), (50000, 300.00, 2.00), (70000, 900.00, 2.70), (80000, 1440.00, 3.9), (150000, 1830.00, 6.10), (500000, 6100.00, 7.00), (5000000, 30600.00, 9.90), ('inf', 476100.00, 11.80)), + }, + 'C': { + 'weekly': ((385, 0.0, 1.50), (769, 5.77, 2.30), (962, 14.62, 2.80), (1154, 20.00, 3.50), (2885, 26.73, 5.60), (9615, 123.65, 6.60), (96154, 567.88, 9.90), ('inf', 9135.19, 11.80)), + 'bi-weekly': ((769, 0.0, 1.50), (1538, 11.54, 2.30), (1923, 29.23, 2.80), (2308, 40.00, 3.50), (5769, 53.46, 5.60), (19231, 247.31, 6.60), (192308, 1135.77, 9.90), ('inf', 18270.38, 11.80)), + 'semi-monthly': ((833, 0.0, 1.50), (1667, 12.50, 2.30), (2083, 31.67, 2.80), (2500, 43.33, 3.50), (6250, 57.92, 5.60), (20833, 267.92, 6.60), (208333, 1230.42, 9.90), ('inf', 19792.92, 11.80)), + 'monthly': ((1667, 0.0, 1.50), (3333, 25.00, 2.30), (4167, 63.33, 2.80), (5000, 86.67, 3.50), (12500, 115.83, 5.60), (41667, 535.85, 6.60), (416667, 2460.83, 9.90), ('inf', 39585.83, 11.80)), + 'quarterly': ((5000, 0.0, 1.50), (10000, 75.00, 2.30), (12500, 190.00, 2.80), (15000, 260.00, 3.50), (37500, 347.50, 5.60), (125000, 1607.50, 6.60), (1250000, 7382.50, 9.90), ('inf', 118757.50, 11.80)), + 'semi-annual': ((10000, 0.0, 1.50), (20000, 150.00, 2.30), (25000, 380.00, 2.80), (30000, 520.00, 3.50), (75000, 695.00, 5.60), (250000, 3215.00, 6.60), (2500000, 14765.00, 9.90), ('inf', 237515.00, 11.80)), + 'annual': ((20000, 0.0, 1.50), (40000, 300.00, 2.30), (50000, 760.00, 2.80), (60000, 1040.00, 3.50), (150000, 1390.00, 5.60), (500000, 6430.00, 6.60), (5000000, 29530.00, 9.90), ('inf', 475030.00, 11.80)), + }, + 'D': { + 'weekly': ((385, 0.0, 1.50), (769, 5.77, 2.70), (962, 16.15, 3.40), (1154, 22.69, 4.30), (2885, 30.96, 5.60), (9615, 127.88, 6.50), (96154, 565.38, 9.90), ('inf', 9132.69, 11.80)), + 'bi-weekly': ((769, 0.0, 1.50), (1538, 11.54, 2.70), (1923, 32.31, 3.40), (2308, 45.38, 4.30), (5769, 61.92, 5.60), (19231, 255.77, 6.50), (192308, 1130.77, 9.90), ('inf', 18265.38, 11.80)), + 'semi-monthly': ((833, 0.0, 1.50), (1667, 12.50, 2.70), (2083, 35.00, 3.40), (2500, 49.17, 4.30), (6250, 67.08, 5.60), (20833, 277.08, 6.50), (208333, 1225.00, 9.90), ('inf', 19787.50, 11.80)), + 'monthly': ((1667, 0.0, 1.50), (3333, 25.00, 2.70), (4167, 70.00, 3.40), (5000, 98.33, 4.00), (12500, 134.17, 5.60), (41667, 554.17, 6.50), (416667, 2450.00, 9.90), ('inf', 39575.00, 11.80)), + 'quarterly': ((5000, 0.0, 1.50), (10000, 75.00, 2.07), (12500, 210.00, 3.40), (15000, 295.00, 4.30), (37500, 402.50, 5.60), (125000, 1662.50, 6.50), (1250000, 7350.00, 9.90), ('inf', 118725.00, 11.80)), + 'semi-annual': ((10000, 0.0, 1.50), (20000, 150.00, 2.70), (25000, 420.00, 3.40), (30000, 590.00, 4.30), (75000, 805.00, 5.60), (250000, 3325.00, 6.50), (2500000, 14700.00, 9.90), ('inf', 237450.00, 11.80)), + 'annual': ((20000, 0.0, 1.50), (40000, 300.00, 2.70), (50000, 840.00, 3.40), (60000, 1180.00, 4.30), (150000, 1610.00, 5.60), (250000, 6650.00, 6.50), (2500000, 29400.00, 9.90), ('inf', 474900.00, 11.80)), + }, + 'E': { + 'weekly': ((385, 0.0, 1.50), (673, 5.77, 2.00), (1923, 11.54, 5.80), (9615, 84.04, 6.50), (96154, 584.04, 9.90), ('inf', 9151.35, 11.80)), + 'bi-weekly': ((769, 0.0, 1.50), (1346, 12.00, 2.00), (3846, 23.00, 5.80), (19231, 168.00, 6.50), (192308, 1168.00, 9.90), ('inf', 18303.00, 11.80)), + 'semi-monthly': ((833, 0.0, 1.50), (1458, 13.00, 2.00), (4167, 25.00, 5.80), (20833, 182.00, 6.50), (208333, 1265.00, 9.90), ('inf', 19828.00, 11.80)), + 'monthly': ((1667, 0.0, 1.50), (2916, 25.00, 2.00), (8333, 50.00, 5.80), (41667, 364.00, 6.50), (416667, 2531.00, 9.90), ('inf', 39656, 11.80)), + 'quarterly': ((5000, 0.0, 1.50), (8750, 75.00, 2.00), (25000, 150.00, 5.80), (125000, 1092.50, 6.50), (1250000, 7592.50, 9.90), ('inf', 118967.50, 11.80)), + 'semi-annual': ((10000, 0.0, 1.50), (17500, 150.00, 2.00), (50000, 300.00, 5.80), (250000, 2185.00, 6.50), (2500000, 15185.00, 9.90), ('inf', 237935.00, 11.80)), + 'annual': ((20000, 0.0, 1.50), (35000, 300.00, 2.00), (100000, 600.00, 5.80), (500000, 4370.00, 6.50), (5000000, 30370.00, 9.90), ('inf', 475870.00, 11.80)), + }, + } + + + + + + + US NJ NewJersey SIT Allowance Rate + us_nj_sit_allowance_rate + { + 'weekly': 19.20, + 'bi-weekly': 38.40, + 'semi-monthly': 41.60, + 'monthly': 83.30, + 'quarterly': 250.00, + 'semi-annual': 500.00, + 'annual': 1000.00, + 'daily or miscellaneous': 2.70, + } + + + + US NJ NewJersey SIT Allowance Rate + us_nj_sit_allowance_rate + { + 'weekly': 19.20, + 'bi-weekly': 38.40, + 'semi-monthly': 41.60, + 'monthly': 83.30, + 'quarterly': 250.00, + 'semi-annual': 500.00, + 'annual': 1000.00, + 'daily or miscellaneous': 2.70, + } + + + + + + + US New Jersey - Division of Taxation - Unemployment Tax + + + + US New Jersey - Division of Taxation - Income Tax + + + + US New Jersey - Division of Taxation - Unemployment Tax + + + + + US New Jersey - Division of Taxation - Income Tax + + + + + + + + + ER: US NJ New Jersey State Unemployment + ER_US_NJ_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nj_suta_wage_base', rate='us_nj_suta_rate', state_code='NJ') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nj_suta_wage_base', rate='us_nj_suta_rate', state_code='NJ') + + + + + + + + EE: US NJ New Jersey State Unemployment + EE_US_NJ_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nj_suta_wage_base', rate='us_nj_suta_ee_rate', state_code='NJ') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nj_suta_wage_base', rate='us_nj_suta_ee_rate', state_code='NJ') + + + + + + + + + ER: US NJ New Jersey State Disability Insurance + ER_US_NJ_SDI + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nj_suta_wage_base', rate='us_nj_sdi_rate', state_code='NJ') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nj_suta_wage_base', rate='us_nj_sdi_rate', state_code='NJ') + + + + + + + + EE: US NJ New Jersey State Disability Insurance + EE_US_NJ_SDI + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nj_suta_wage_base', rate='us_nj_sdi_ee_rate', state_code='NJ') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nj_suta_wage_base', rate='us_nj_sdi_ee_rate', state_code='NJ') + + + + + + + + + ER: US NJ New Jersey Workforce Development + ER_US_NJ_WF + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nj_suta_wage_base', rate='us_nj_wf_rate', state_code='NJ') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nj_suta_wage_base', rate='us_nj_wf_rate', state_code='NJ') + + + + + + + + EE: US NJ New Jersey Workforce Development + EE_US_NJ_WF + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nj_suta_wage_base', rate='us_nj_wf_ee_rate', state_code='NJ') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nj_suta_wage_base', rate='us_nj_wf_ee_rate', state_code='NJ') + + + + + + + + + ER: US NJ New Jersey Family Leave Insurance + ER_US_NJ_FLI + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nj_suta_wage_base', rate='us_nj_fli_rate', state_code='NJ') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nj_suta_wage_base', rate='us_nj_fli_rate', state_code='NJ') + + + + + + + + EE: US NJ New Jersey Family Leave Insurance + EE_US_NJ_FLI + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nj_suta_wage_base', rate='us_nj_fli_ee_rate', state_code='NJ') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_nj_suta_wage_base', rate='us_nj_fli_ee_rate', state_code='NJ') + + + + + + + + EE: US NJ New Jersey State Income Tax Withholding + EE_US_NJ_SIT + python + result, _ = nj_newjersey_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = nj_newjersey_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 420d864c..4f7bfeea 100644 --- a/l10n_us_hr_payroll/migrations/data.py +++ b/l10n_us_hr_payroll/migrations/data.py @@ -25,6 +25,11 @@ FIELDS_CONTRACT_TO_US_PAYROLL_FORMS_2020 = { 'mt_mw4_exemptions': 'mt_mw4_sit_exemptions', 'mt_mw4_exempt': 'mt_mw4_sit_exempt', + 'nj_njw4_filing_status': 'nj_njw4_sit_filing_status', + 'nj_njw4_allowances': 'nj_njw4_sit_allowances', + 'nj_njw4_rate_table': 'nj_njw4_sit_rate_table', + 'nj_additional_withholding': 'state_income_tax_additional_withholding', + 'oh_additional_withholding': 'state_income_tax_additional_withholding', 'oh_income_allowances': 'oh_it4_sit_exemptions', @@ -75,6 +80,33 @@ XMLIDS_TO_REMOVE_2020 = [ 'l10n_us_mt_hr_payroll.hr_payroll_mt_income_withhold', 'l10n_us_mt_hr_payroll.hr_payroll_rules_mt_unemp_wages', + 'l10n_us_nj_hr_payroll.res_partner_njdor_unemp_company', + 'l10n_us_nj_hr_payroll.res_partner_njdor_sdi_employee', + 'l10n_us_nj_hr_payroll.res_partner_njdor_sdi_company', + 'l10n_us_nj_hr_payroll.res_partner_njdor_fli', + 'l10n_us_nj_hr_payroll.res_partner_njdor_wf', + 'l10n_us_nj_hr_payroll.contrib_register_njdor_unemp_company', + 'l10n_us_nj_hr_payroll.contrib_register_njdor_sdi_employee', + 'l10n_us_nj_hr_payroll.contrib_register_njdor_sdi_company', + 'l10n_us_nj_hr_payroll.contrib_register_njdor_fli', + 'l10n_us_nj_hr_payroll.contrib_register_njdor_wf', + 'l10n_us_nj_hr_payroll.hr_payroll_nj_unemp_wages', + 'l10n_us_nj_hr_payroll.hr_payroll_nj_sdi_wages', + 'l10n_us_nj_hr_payroll.hr_payroll_nj_fli_wages', + 'l10n_us_nj_hr_payroll.hr_payroll_nj_wf_wages', + 'l10n_us_nj_hr_payroll.hr_payroll_nj_unemp_employee', + 'l10n_us_nj_hr_payroll.hr_payroll_nj_unemp_company', + 'l10n_us_nj_hr_payroll.hr_payroll_nj_sdi_company', + 'l10n_us_nj_hr_payroll.hr_payroll_nj_sdi_employee', + 'l10n_us_nj_hr_payroll.hr_payroll_nj_fli', + 'l10n_us_nj_hr_payroll.hr_payroll_nj_wf', + 'l10n_us_nj_hr_payroll.hr_payroll_nj_wf_company', + 'l10n_us_nj_hr_payroll.hr_payroll_nj_income_withhold', + 'l10n_us_nj_hr_payroll.hr_payroll_rules_nj_unemp_wages_2018', + 'l10n_us_nj_hr_payroll.hr_payroll_rules_nj_sdi_wages_2018', + 'l10n_us_nj_hr_payroll.hr_payroll_rules_nj_fli_wages_2018', + 'l10n_us_nj_hr_payroll.hr_payroll_rules_nj_wf_wages_2018', + 'l10n_us_oh_hr_payroll.hr_payroll_oh_unemp_wages', 'l10n_us_oh_hr_payroll.hr_payroll_oh_unemp', 'l10n_us_oh_hr_payroll.hr_payroll_oh_income_withhold', @@ -155,6 +187,19 @@ XMLIDS_TO_RENAME_2020 = { 'l10n_us_mt_hr_payroll.hr_payroll_rules_mt_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_mt_suta', 'l10n_us_mt_hr_payroll.hr_payroll_rules_mt_inc_withhold': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_mt_sit', + 'l10n_us_nj_hr_payroll.res_partner_njdor_unemp_employee': 'l10n_us_hr_payroll.res_partner_us_nj_dor', + 'l10n_us_nj_hr_payroll.res_partner_njdor_withhold': 'l10n_us_hr_payroll.res_partner_us_nj_dor_sit', + 'l10n_us_nj_hr_payroll.contrib_register_njdor_unemp_employee': 'l10n_us_hr_payroll.contrib_register_us_nj_dor', + 'l10n_us_nj_hr_payroll.contrib_register_njdor_withhold': 'l10n_us_hr_payroll.contrib_register_us_nj_dor_sit', + 'l10n_us_nj_hr_payroll.hr_payroll_rules_nj_unemp_employee_2018': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_nj_suta', + 'l10n_us_nj_hr_payroll.hr_payroll_rules_nj_unemp_company_2018': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_nj_suta', + 'l10n_us_nj_hr_payroll.hr_payroll_rules_nj_sdi_employee_2018': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_nj_sdi', + 'l10n_us_nj_hr_payroll.hr_payroll_rules_nj_sdi_company_2018': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_nj_sdi', + 'l10n_us_nj_hr_payroll.hr_payroll_rules_nj_fli_2018': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_nj_fli', + 'l10n_us_nj_hr_payroll.hr_payroll_rules_nj_wf_2018': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_nj_wf', + 'l10n_us_nj_hr_payroll.hr_payroll_rules_nj_wf_er': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_nj_wf', + 'l10n_us_nj_hr_payroll.hr_payroll_rules_nj_inc_withhold_2018': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_nj_sit', + 'l10n_us_oh_hr_payroll.res_partner_ohdor_unemp': 'l10n_us_hr_payroll.res_partner_us_oh_dor', 'l10n_us_oh_hr_payroll.res_partner_ohdor_withhold': 'l10n_us_hr_payroll.res_partner_us_oh_dor_sit', 'l10n_us_oh_hr_payroll.res_partner_ohdor_unemp': 'l10n_us_hr_payroll.res_partner_us_oh_dor', @@ -197,6 +242,9 @@ XMLIDS_COPY_ACCOUNTING_2020 = { 'l10n_us_hr_payroll.hr_payroll_rule_er_us_mt_suta': [ 'l10n_us_hr_payroll.hr_payroll_rule_er_us_mt_suta_aft', ], + 'l10n_us_hr_payroll.hr_payroll_rule_er_us_nj_wf': [ + 'l10n_us_hr_payroll.hr_payroll_rule_er_us_nj_fli', + ], 'l10n_us_hr_payroll.hr_payroll_rule_er_us_wa_lni': [ 'l10n_us_hr_payroll.hr_payroll_rule_er_us_wa_fml', ], diff --git a/l10n_us_hr_payroll/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index 33e263fa..9f028169 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.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.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 from .state.wa_washington import wa_washington_fml_er, \ @@ -58,6 +59,7 @@ 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, + '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, 'wa_washington_fml_er': wa_washington_fml_er, diff --git a/l10n_us_hr_payroll/models/state/nj_newjersey.py b/l10n_us_hr_payroll/models/state/nj_newjersey.py new file mode 100644 index 00000000..4c8870b8 --- /dev/null +++ b/l10n_us_hr_payroll/models/state/nj_newjersey.py @@ -0,0 +1,53 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies + + +def nj_newjersey_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 = 'NJ' + if not _state_applies(payslip, state_code): + return 0.0, 0.0 + + filing_status = payslip.dict.contract_id.us_payroll_config_value('nj_njw4_sit_filing_status') + if not filing_status: + return 0.0, 0.0 + + # Determine Wage + wage = categories.GROSS + categories.DED_FIT_EXEMPT + + allowances = payslip.dict.contract_id.us_payroll_config_value('nj_njw4_sit_allowances') + sit_rate_table_key = payslip.dict.contract_id.us_payroll_config_value('nj_njw4_sit_rate_table') + if not sit_rate_table_key and filing_status in ('single', 'married_joint'): + sit_rate_table_key = 'A' + elif not sit_rate_table_key: + sit_rate_table_key = 'B' + schedule_pay = payslip.dict.contract_id.schedule_pay + additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding') + sit_table = payslip.dict.rule_parameter('us_nj_sit_rate')[sit_rate_table_key].get(schedule_pay) + allowance_value = payslip.dict.rule_parameter('us_nj_sit_allowance_rate')[schedule_pay] + if not allowances: + return 0.0, 0.0 + + if wage == 0.0: + return 0.0, 0.0 + + gross_taxable_income = wage - (allowance_value * allowances) + withholding = 0.0 + prior_wage_base = 0.0 + for row in sit_table: + wage_base, base_amt, rate = row + wage_base = float(wage_base) + rate = rate / 100.0 + if gross_taxable_income <= wage_base: + withholding = base_amt + ((gross_taxable_income - prior_wage_base) * rate) + break + prior_wage_base = wage_base + + 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 809fa233..09ed845b 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -94,6 +94,23 @@ class HRContractUSPayrollConfig(models.Model): ('montana_for_marriage', 'Montana for Marriage'), ], string='Montana MW-4 Exempt from Withholding', help='MW-4 Section 2') + nj_njw4_sit_filing_status = fields.Selection([ + ('', 'Exempt'), + ('single', 'Single'), + ('married_separate', 'Married/Civil Union partner Separate'), + ('married_joint', 'Married/Civil Union Couple Joint'), + ('widower', 'Widower/Surviving Civil Union Partner'), + ('head_household', 'Head of Household') + ], string='New Jersey NJ-W4 Filing Status', help='NJ-W4 2.') + nj_njw4_sit_allowances = fields.Integer(string='New Jersey NJ-W4 Allowances', help='NJ-W4 4.') + nj_njw4_sit_rate_table = fields.Selection([ + ('A', 'A'), + ('B', 'B'), + ('C', 'C'), + ('D', 'D'), + ('E', 'E') + ], string='New Jersey Wage Chart Letter', help='NJ-W4. 3.') + # Ohio will use generic SIT exempt and additional fields oh_it4_sit_exemptions = fields.Integer(string='Ohio IT-4 Exemptions', help='Line 4') diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index 6275549a..f0e84ff2 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_nj_newjersey_payslip_2019 +from . import test_us_nj_newjersey_payslip_2020 + from . import test_us_oh_ohio_payslip_2019 from . import test_us_oh_ohio_payslip_2020 diff --git a/l10n_us_hr_payroll/tests/common.py b/l10n_us_hr_payroll/tests/common.py index 338e1d44..5540f5de 100755 --- a/l10n_us_hr_payroll/tests/common.py +++ b/l10n_us_hr_payroll/tests/common.py @@ -177,7 +177,11 @@ class TestUsPayslip(common.TransactionCase): cache[code] = us_state return us_state - def _test_suta(self, category, state_code, rate, date, wage_base=None, **extra_contract): + def _test_suta(self, category, state_code, rate, date, wage_base=None, relaxed=False, **extra_contract): + if relaxed: + _assert = self.assertPayrollAlmostEqual + else: + _assert = self.assertPayrollEqual if wage_base: # Slightly larger than 1/2 the wage_base wage = round(wage_base / 2.0) + 100.0 @@ -200,18 +204,18 @@ class TestUsPayslip(common.TransactionCase): contract.us_payroll_config_id.fed_940_type = USHRContract.FUTA_TYPE_EXEMPT payslip.compute_sheet() cats = self._getCategories(payslip) - self.assertPayrollEqual(cats.get(category, 0.0), 0.0) + _assert(cats.get(category, 0.0), 0.0) contract.us_payroll_config_id.fed_940_type = USHRContract.FUTA_TYPE_BASIC payslip.compute_sheet() cats = self._getCategories(payslip) - self.assertPayrollEqual(cats.get(category, 0.0), 0.0) + _assert(cats.get(category, 0.0), 0.0) # Test Normal contract.us_payroll_config_id.fed_940_type = USHRContract.FUTA_TYPE_NORMAL payslip.compute_sheet() cats = self._getCategories(payslip) - self.assertPayrollEqual(cats.get(category, 0.0), wage * rate) + _assert(cats.get(category, 0.0), wage * rate) process_payslip(payslip) # Second Payslip @@ -222,7 +226,7 @@ class TestUsPayslip(common.TransactionCase): if wage_base: remaining_unemp_wages = wage_base - wage self.assertTrue((remaining_unemp_wages * rate) <= 0.01) # less than 0.01 because rate is negative - self.assertPayrollEqual(cats.get(category, 0.0), remaining_unemp_wages * rate) + _assert(cats.get(category, 0.0), remaining_unemp_wages * rate) # As if they were paid once already, so the first "two payslips" would remove all of the tax obligation # 1 wage - Payslip (confirmed) @@ -231,12 +235,12 @@ class TestUsPayslip(common.TransactionCase): contract.external_wages = wage payslip.compute_sheet() cats = self._getCategories(payslip) - self.assertPayrollEqual(cats.get(category, 0.0), 0.0) + _assert(cats.get(category, 0.0), 0.0) else: - self.assertPayrollEqual(cats.get(category, 0.0), wage * rate) + _assert(cats.get(category, 0.0), wage * rate) - def _test_er_suta(self, state_code, rate, date, wage_base=None, **extra_contract): - self._test_suta('ER_US_SUTA', state_code, rate, date, wage_base=wage_base, **extra_contract) + def _test_er_suta(self, state_code, rate, date, wage_base=None, relaxed=False, **extra_contract): + self._test_suta('ER_US_SUTA', state_code, rate, date, wage_base=wage_base, relaxed=relaxed, **extra_contract) - def _test_ee_suta(self, state_code, rate, date, wage_base=None, **extra_contract): - self._test_suta('EE_US_SUTA', state_code, rate, date, wage_base=wage_base, **extra_contract) + def _test_ee_suta(self, state_code, rate, date, wage_base=None, relaxed=False, **extra_contract): + self._test_suta('EE_US_SUTA', state_code, rate, date, wage_base=wage_base, relaxed=relaxed, **extra_contract) diff --git a/l10n_us_hr_payroll/tests/test_us_nj_newjersey_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_nj_newjersey_payslip_2019.py new file mode 100755 index 00000000..c28849b5 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_nj_newjersey_payslip_2019.py @@ -0,0 +1,128 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip, process_payslip + + +class TestUsNJPayslip(TestUsPayslip): + ### + # 2019 Taxes and Rates + ### + NJ_UNEMP_MAX_WAGE = 34400.0 # Note that this is used for SDI and FLI as well + + ER_NJ_UNEMP = -2.6825 / 100.0 + EE_NJ_UNEMP = -0.3825 / 100.0 + + ER_NJ_SDI = -0.5 / 100.0 + EE_NJ_SDI = -0.17 / 100.0 + + ER_NJ_WF = -0.1175 / 100.0 + EE_NJ_WF = -0.0425 / 100.0 + + ER_NJ_FLI = 0.0 + EE_NJ_FLI = -0.08 / 100.0 + + # Examples found on page 24 of http://www.state.nj.us/treasury/taxation/pdf/current/njwt.pdf + def test_2019_taxes_example1(self): + salary = 300 + + # Tax Percentage Method for Single, taxable under $385 + wh = -4.21 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('NJ'), + nj_njw4_sit_filing_status='single', + nj_njw4_sit_allowances=1, + state_income_tax_additional_withholding=0.0, + nj_njw4_sit_rate_table='A', + schedule_pay='weekly') + + self._log('2019 New Jersey tax first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['EE_US_SUTA'], salary * (self.EE_NJ_UNEMP + self.EE_NJ_SDI + self.EE_NJ_WF + self.EE_NJ_FLI)) + self.assertPayrollEqual(cats['ER_US_SUTA'], salary * (self.ER_NJ_UNEMP + self.ER_NJ_SDI + self.ER_NJ_WF + self.ER_NJ_FLI)) + self.assertTrue(all((cats['EE_US_SUTA'], cats['ER_US_SUTA']))) + # self.assertPayrollEqual(cats['EE_US_NJ_SDI_SIT'], cats['EE_US_NJ_SDI_SIT'] * self.EE_NJ_SDI) + # self.assertPayrollEqual(cats['ER_US_NJ_SDI_SUTA'], cats['ER_US_NJ_SDI_SUTA'] * self.ER_NJ_SDI) + # self.assertPayrollEqual(cats['EE_US_NJ_FLI_SIT'], cats['EE_US_NJ_FLI_SIT'] * self.EE_NJ_FLI) + # self.assertPayrollEqual(cats['EE_US_NJ_WF_SIT'], cats['EE_US_NJ_WF_SIT'] * self.EE_NJ_WF) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) + + # # Make a new payslip, this one will have maximums + # + remaining_nj_unemp_wages = self.NJ_UNEMP_MAX_WAGE - salary if (self.NJ_UNEMP_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2019 New Jersey tax second payslip:') + payslip = self._createPayslip(employee, '2019-02-01', '2019-02-28') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + # self.assertPayrollEqual(cats['WAGE_US_NJ_UNEMP'], remaining_nj_unemp_wages) + self.assertPayrollEqual(cats['ER_US_SUTA'], remaining_nj_unemp_wages * (self.ER_NJ_UNEMP + self.ER_NJ_SDI + self.ER_NJ_WF + self.ER_NJ_FLI)) + self.assertPayrollEqual(cats['EE_US_SUTA'], remaining_nj_unemp_wages * (self.EE_NJ_UNEMP + self.EE_NJ_SDI + self.EE_NJ_WF + self.EE_NJ_FLI)) + + def test_2019_taxes_example2(self): + salary = 1400.00 + + # Tax Percentage Method for Single, taxable pay over $962, under $1346 + wh = -27.58 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('NJ'), + nj_njw4_sit_filing_status='married_separate', + nj_njw4_sit_allowances=3, + state_income_tax_additional_withholding=0.0, + #nj_njw4_sit_rate_table='B', + schedule_pay='weekly') + + self.assertEqual(contract.schedule_pay, 'weekly') + + self._log('2019 New Jersey tax first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + + def test_2019_taxes_to_the_limits(self): + salary = 30000.00 + + # Tax Percentage Method for Single, taxable pay over $18750, under 125000 + wh = -1467.51 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('NJ'), + nj_njw4_sit_filing_status='married_joint', + nj_njw4_sit_allowances=3, + state_income_tax_additional_withholding=0.0, + # nj_njw4_sit_rate_table='B', + schedule_pay='quarterly') + + self.assertEqual(contract.schedule_pay, 'quarterly') + + self._log('2019 New Jersey tax first payslip:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-03-31') + + payslip.compute_sheet() + + cats = self._getCategories(payslip) + + self.assertPayrollEqual(cats['EE_US_SIT'], wh) diff --git a/l10n_us_hr_payroll/tests/test_us_nj_newjersey_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_nj_newjersey_payslip_2020.py new file mode 100755 index 00000000..79e0b861 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_nj_newjersey_payslip_2020.py @@ -0,0 +1,48 @@ +# 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 TestUsNJPayslip(TestUsPayslip): + ### + # 2020 Taxes and Rates + ### + NJ_UNEMP_MAX_WAGE = 35300.0 # Note that this is used for SDI and FLI as well + + ER_NJ_UNEMP = 2.6825 + EE_NJ_UNEMP = 0.3825 + + ER_NJ_SDI = 0.5 + EE_NJ_SDI = 0.26 + + ER_NJ_WF = 0.1175 + EE_NJ_WF = 0.0425 + + ER_NJ_FLI = 0.0 + EE_NJ_FLI = 0.16 + + def _test_sit(self, wage, filing_status, allowances, schedule_pay, date_start, expected_withholding, rate_table=False): + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wage, + state_id=self.get_us_state('NJ'), + nj_njw4_sit_filing_status=filing_status, + nj_njw4_sit_allowances=allowances, + state_income_tax_additional_withholding=0.0, + nj_njw4_sit_rate_table=rate_table, + 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.ER_NJ_UNEMP + self.ER_NJ_FLI + self.ER_NJ_SDI + self.ER_NJ_WF + self._test_er_suta('NJ', combined_er_rate, date(2020, 1, 1), wage_base=self.NJ_UNEMP_MAX_WAGE) + combined_ee_rate = self.EE_NJ_UNEMP + self.EE_NJ_FLI + self.EE_NJ_SDI + self.EE_NJ_WF + self._test_ee_suta('NJ', combined_ee_rate, date(2020, 1, 1), wage_base=self.NJ_UNEMP_MAX_WAGE, relaxed=True) + # these expected values come from https://www.state.nj.us/treasury/taxation/pdf/current/njwt.pdf + self._test_sit(300.0, 'single', 1, 'weekly', date(2020, 1, 1), 4.21) + self._test_sit(375.0, 'married_separate', 3, 'weekly', date(2020, 1, 1), 4.76) + self._test_sit(1400.0, 'head_household', 3, 'weekly', date(2020, 1, 1), 27.60) 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 e46f4a38..89121e21 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 +73,13 @@ + +

Form NJ-W4 - State Income Tax

+ + + + +

Form IT-4 - State Income Tax

From 810f4423bc84266dc502b62518bbdb01f6ffef1f Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Mon, 27 Jan 2020 10:32:09 -0500 Subject: [PATCH 03/12] IMP `l10n_us_hr_payroll` Port `l10n_us_nc_hr_payroll` NC North Carolina including migration --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 3 + .../data/state/nc_northcarolina.xml | 106 +++++++ l10n_us_hr_payroll/migrations/data.py | 16 ++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + .../models/state/nc_northcarolina.py | 37 +++ .../models/us_payroll_config.py | 9 + l10n_us_hr_payroll/tests/__init__.py | 3 + .../test_us_nc_northcarolina_payslip_2019.py | 270 ++++++++++++++++++ .../test_us_nc_northcarolina_payslip_2020.py | 36 +++ .../views/us_payroll_config_views.xml | 6 + 11 files changed, 489 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/nc_northcarolina.xml create mode 100644 l10n_us_hr_payroll/models/state/nc_northcarolina.py create mode 100755 l10n_us_hr_payroll/tests/test_us_nc_northcarolina_payslip_2019.py create mode 100755 l10n_us_hr_payroll/tests/test_us_nc_northcarolina_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index fa50a6ff..7e7bacac 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -33,6 +33,7 @@ USA 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/final.xml b/l10n_us_hr_payroll/data/final.xml index ef0448af..f36c7a8f 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -31,6 +31,9 @@ ref('hr_payroll_rule_er_us_mt_suta_aft'), ref('hr_payroll_rule_ee_us_mt_sit'), + ref('hr_payroll_rule_er_us_nc_suta'), + ref('hr_payroll_rule_ee_us_nc_sit'), + 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/nc_northcarolina.xml b/l10n_us_hr_payroll/data/state/nc_northcarolina.xml new file mode 100644 index 00000000..85ce2c2d --- /dev/null +++ b/l10n_us_hr_payroll/data/state/nc_northcarolina.xml @@ -0,0 +1,106 @@ + + + + + + US NC North Carolina SUTA Wage Base + us_nc_suta_wage_base + 24300.0 + + + + US NC North Carolina SUTA Wage Base + us_nc_suta_wage_base + 25200.0 + + + + + + + + US NC North Carolina SUTA Rate + us_nc_suta_rate + 1.0 + + + + US NC North Carolina SUTA Rate + us_nc_suta_rate + 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}, + } + + + + US NC North Carolina Allowance Rate + us_nc_sit_allowance_rate + { + '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 - Unemployment Tax + + + + + US North Carolina - Department of Taxation - Income 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/migrations/data.py b/l10n_us_hr_payroll/migrations/data.py index 4f7bfeea..0c44e6c8 100644 --- a/l10n_us_hr_payroll/migrations/data.py +++ b/l10n_us_hr_payroll/migrations/data.py @@ -25,6 +25,10 @@ FIELDS_CONTRACT_TO_US_PAYROLL_FORMS_2020 = { 'mt_mw4_exemptions': 'mt_mw4_sit_exemptions', 'mt_mw4_exempt': 'mt_mw4_sit_exempt', + 'nc_nc4_filing_status': 'nc_nc4_sit_filing_status', + 'nc_nc4_allowances': 'nc_nc4_sit_allowances', + 'nc_nc4_additional_wh': 'state_income_tax_additional_withholding', + 'nj_njw4_filing_status': 'nj_njw4_sit_filing_status', 'nj_njw4_allowances': 'nj_njw4_sit_allowances', 'nj_njw4_rate_table': 'nj_njw4_sit_rate_table', @@ -80,6 +84,11 @@ XMLIDS_TO_REMOVE_2020 = [ 'l10n_us_mt_hr_payroll.hr_payroll_mt_income_withhold', 'l10n_us_mt_hr_payroll.hr_payroll_rules_mt_unemp_wages', + 'l10n_us_nc_hr_payroll.hr_payroll_nc_unemp_wages', + 'l10n_us_nc_hr_payroll.hr_payroll_nc_unemp', + 'l10n_us_nc_hr_payroll.hr_payroll_nc_income_withhold', + 'l10n_us_nc_hr_payroll.hr_payroll_rules_nc_unemp_wages_2018', + 'l10n_us_nj_hr_payroll.res_partner_njdor_unemp_company', 'l10n_us_nj_hr_payroll.res_partner_njdor_sdi_employee', 'l10n_us_nj_hr_payroll.res_partner_njdor_sdi_company', @@ -187,6 +196,13 @@ XMLIDS_TO_RENAME_2020 = { 'l10n_us_mt_hr_payroll.hr_payroll_rules_mt_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_mt_suta', 'l10n_us_mt_hr_payroll.hr_payroll_rules_mt_inc_withhold': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_mt_sit', + 'l10n_us_nc_hr_payroll.res_partner_ncdor_unemp':'l10n_us_hr_payroll.res_partner_us_nc_dor', + 'l10n_us_nc_hr_payroll.res_partner_ncdor_withhold': 'l10n_us_hr_payroll.res_partner_us_nc_dor_sit', + 'l10n_us_nc_hr_payroll.contrib_register_ncdor_unemp': 'l10n_us_hr_payroll.contrib_register_us_nc_dor', + 'l10n_us_nc_hr_payroll.contrib_register_ncdor_withhold': 'l10n_us_hr_payroll.contrib_register_us_nc_dor_sit', + 'l10n_us_nc_hr_payroll.hr_payroll_rules_nc_unemp_2018': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_nc_suta', + 'l10n_us_nc_hr_payroll.hr_payroll_rules_nc_inc_withhold_2018': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_nc_sit', + 'l10n_us_nj_hr_payroll.res_partner_njdor_unemp_employee': 'l10n_us_hr_payroll.res_partner_us_nj_dor', 'l10n_us_nj_hr_payroll.res_partner_njdor_withhold': 'l10n_us_hr_payroll.res_partner_us_nj_dor_sit', 'l10n_us_nj_hr_payroll.contrib_register_njdor_unemp_employee': 'l10n_us_hr_payroll.contrib_register_us_nj_dor', diff --git a/l10n_us_hr_payroll/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index 9f028169..74994388 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.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 @@ -59,6 +60,7 @@ 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..4cf80742 --- /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.dict.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.dict.contract_id.schedule_pay + additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding') + allowances = payslip.dict.contract_id.us_payroll_config_value('nc_nc4_sit_allowances') + allowances_rate = payslip.dict.rule_parameter('us_nc_sit_allowance_rate').get(schedule_pay)['allowance'] + deduction = payslip.dict.rule_parameter('us_nc_sit_allowance_rate').get(schedule_pay)['standard_deduction'] if filing_status != 'head_household' else payslip.dict.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 09ed845b..2166716f 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 89121e21..06dc9843 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

From e5034a10671a6d0234269a998916a43463079a72 Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Wed, 29 Jan 2020 11:47:13 -0500 Subject: [PATCH 04/12] IMP `l10n_us_hr_payroll` Port `l10n_us_mi_hr_payroll` MI Michigan including migration --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 3 + l10n_us_hr_payroll/data/state/mi_michigan.xml | 96 +++++++++ l10n_us_hr_payroll/migrations/data.py | 16 ++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + .../models/state/mi_michigan.py | 35 ++++ .../models/us_payroll_config.py | 2 + l10n_us_hr_payroll/tests/__init__.py | 3 + .../tests/test_us_mi_michigan_payslip_2019.py | 194 ++++++++++++++++++ .../tests/test_us_mi_michigan_payslip_2020.py | 35 ++++ .../views/us_payroll_config_views.xml | 6 + 11 files changed, 393 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/mi_michigan.xml create mode 100644 l10n_us_hr_payroll/models/state/mi_michigan.py create mode 100755 l10n_us_hr_payroll/tests/test_us_mi_michigan_payslip_2019.py create mode 100755 l10n_us_hr_payroll/tests/test_us_mi_michigan_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index 7e7bacac..99a4b04e 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -30,6 +30,7 @@ USA Payroll Rules. 'data/federal/fed_941_fit_rules.xml', 'data/state/fl_florida.xml', 'data/state/ga_georgia.xml', + 'data/state/mi_michigan.xml', 'data/state/mo_missouri.xml', 'data/state/ms_mississippi.xml', 'data/state/mt_montana.xml', diff --git a/l10n_us_hr_payroll/data/final.xml b/l10n_us_hr_payroll/data/final.xml index f36c7a8f..ccfa82fe 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -21,6 +21,9 @@ ref('hr_payroll_rule_er_us_ga_suta'), ref('hr_payroll_rule_ee_us_ga_sit'), + ref('hr_payroll_rule_er_us_mi_suta'), + ref('hr_payroll_rule_ee_us_mi_sit'), + ref('hr_payroll_rule_er_us_mo_suta'), ref('hr_payroll_rule_ee_us_mo_sit'), diff --git a/l10n_us_hr_payroll/data/state/mi_michigan.xml b/l10n_us_hr_payroll/data/state/mi_michigan.xml new file mode 100644 index 00000000..df0f6352 --- /dev/null +++ b/l10n_us_hr_payroll/data/state/mi_michigan.xml @@ -0,0 +1,96 @@ + + + + + + US MI Michigan SUTA Wage Base + us_mi_suta_wage_base + 9500.0 + + + + US MI Michigan SUTA Wage Base + us_mi_suta_wage_base + 9000.0 + + + + + + + + US MI Michigan SUTA Rate + us_mi_suta_rate + 2.7 + + + + US MI Michigan SUTA Rate + us_mi_suta_rate + 2.7 + + + + + + + US MI Michigan Exemption Rate + us_mi_sit_exemption_rate + 4400.0 + + + + US MI Michigan Exemption Rate + us_mi_sit_exemption_rate + 4750.0 + + + + + + + US Michigan - Unemployment Insurance Agency - Unemployment Tax + + + US Michigan - Unemployment Insurance Agency - Unemployment Tax + + + + + US Michigan - Department of Treasury - Income Tax + + + US Michigan - Department of Treasury - Income Tax + + + + + + + + + + ER: US MI Michigan State Unemployment + ER_US_MI_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_mi_suta_wage_base', rate='us_mi_suta_rate', state_code='MI') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_mi_suta_wage_base', rate='us_mi_suta_rate', state_code='MI') + + + + + + + + EE: US MI Michigan State Income Tax Withholding + EE_US_MI_SIT + python + result, _ = mi_michigan_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = mi_michigan_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 0c44e6c8..e11a5f12 100644 --- a/l10n_us_hr_payroll/migrations/data.py +++ b/l10n_us_hr_payroll/migrations/data.py @@ -14,6 +14,10 @@ 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', + 'mi_w4_exemptions': 'mi_w4_sit_exemptions', + 'mi_w4_tax_exempt': 'state_income_tax_exempt', + 'mi_w4_additional_wh': 'state_income_tax_additional_withholding', + 'mo_mow4_filing_status': 'mo_mow4_sit_filing_status', 'mo_mow4_additional_withholding': 'state_income_tax_additional_withholding', @@ -69,6 +73,11 @@ 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_mi_hr_payroll.hr_payroll_mi_unemp_wages', + 'l10n_us_mi_hr_payroll.hr_payroll_mi_unemp', + 'l10n_us_mi_hr_payroll.hr_payroll_mi_income_withhold', + 'l10n_us_mi_hr_payroll.hr_payroll_rules_mi_unemp_wages', + 'l10n_us_mo_hr_payroll.hr_payroll_mo_unemp_wages', 'l10n_us_mo_hr_payroll.hr_payroll_mo_unemp', 'l10n_us_mo_hr_payroll.hr_payroll_mo_income_withhold', @@ -175,6 +184,13 @@ 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_mi_hr_payroll.res_partner_mi_uia_unemp': 'l10n_us_hr_payroll.res_partner_us_mi_dor', + 'l10n_us_mi_hr_payroll.res_partner_mi_dot_withhold': 'l10n_us_hr_payroll.res_partner_us_mi_dor_sit', + 'l10n_us_mi_hr_payroll.contrib_register_mi_uia_unemp': 'l10n_us_hr_payroll.contrib_register_us_mi_dor', + 'l10n_us_mi_hr_payroll.contrib_register_mi_dot_withhold': 'l10n_us_hr_payroll.contrib_register_us_mi_dor_sit', + 'l10n_us_mi_hr_payroll.hr_payroll_rules_mi_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_mi_suta', + 'l10n_us_mi_hr_payroll.hr_payroll_rules_mi_inc_withhold': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_mi_sit', + 'l10n_us_mo_hr_payroll.res_partner_modor_unemp': 'l10n_us_hr_payroll.res_partner_us_mo_dor', 'l10n_us_mo_hr_payroll.res_partner_modor_withhold': 'l10n_us_hr_payroll.res_partner_us_mo_dor_sit', 'l10n_us_mo_hr_payroll.contrib_register_modor_unemp': 'l10n_us_hr_payroll.contrib_register_us_mo_dor', diff --git a/l10n_us_hr_payroll/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index 74994388..f699a59b 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -15,6 +15,7 @@ from .state.general import general_state_unemployment, \ general_state_income_withholding, \ is_us_state from .state.ga_georgia import ga_georgia_state_income_withholding +from .state.mi_michigan import mi_michigan_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 @@ -57,6 +58,7 @@ class HRPayslip(models.Model): 'general_state_income_withholding': general_state_income_withholding, 'is_us_state': is_us_state, 'ga_georgia_state_income_withholding': ga_georgia_state_income_withholding, + 'mi_michigan_state_income_withholding': mi_michigan_state_income_withholding, '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, diff --git a/l10n_us_hr_payroll/models/state/mi_michigan.py b/l10n_us_hr_payroll/models/state/mi_michigan.py new file mode 100644 index 00000000..9112e970 --- /dev/null +++ b/l10n_us_hr_payroll/models/state/mi_michigan.py @@ -0,0 +1,35 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies + + +def mi_michigan_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 = 'MI' + if not _state_applies(payslip, state_code): + return 0.0, 0.0 + + if payslip.dict.contract_id.us_payroll_config_value('state_income_tax_exempt'): + return 0.0, 0.0 + + # Determine Wage + wage = categories.GROSS + categories.DED_FIT_EXEMPT + 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_mi_sit_exemption_rate') + exemption = payslip.dict.contract_id.us_payroll_config_value('mi_w4_sit_exemptions') + + if wage == 0.0: + return 0.0, 0.0 + + annual_exemption = (exemption * exemption_rate) / pay_periods + withholding = ((wage - annual_exemption) * 0.0425) + if withholding < 0.0: + 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 2166716f..c60d2f6f 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -64,6 +64,8 @@ class HRContractUSPayrollConfig(models.Model): ga_g4_sit_additional_allowances = fields.Integer(string='Georgia G-4 Additional Allowances', help='G-4 5.') + mi_w4_sit_exemptions = fields.Integer(string='Michigan MI W-4 Exemptions', help='MI-W4 6.') + mo_mow4_sit_filing_status = fields.Selection([ ('', 'Exempt'), ('single', 'Single or Married Spouse Works or Married Filing Separate'), diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index 3844fbcf..65616a6a 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -10,6 +10,9 @@ 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_mi_michigan_payslip_2019 +from . import test_us_mi_michigan_payslip_2020 + from . import test_us_mo_missouri_payslip_2019 from . import test_us_mo_missouri_payslip_2020 diff --git a/l10n_us_hr_payroll/tests/test_us_mi_michigan_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_mi_michigan_payslip_2019.py new file mode 100755 index 00000000..b12baed2 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_mi_michigan_payslip_2019.py @@ -0,0 +1,194 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip, process_payslip + + +class TestUsMIPayslip(TestUsPayslip): + # Taxes and Rates + MI_UNEMP_MAX_WAGE = 9500.0 + MI_UNEMP = - 2.7 / 100.0 + MI_INC_TAX = - 4.25 / 100.0 + ANNUAL_EXEMPTION_AMOUNT = 4400.00 + PAY_PERIOD_DIVISOR = { + 'weekly': 52.0, + 'bi-weekly': 26.0, + 'semi-monthly': 24.0, + 'monthly': 12.0 + } + + def test_2019_taxes_weekly(self): + salary = 5000.0 + schedule_pay = 'weekly' + exemptions = 1 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MI'), + state_income_tax_additional_withholding=0.0, + mi_w4_sit_exemptions=1.0, + schedule_pay='weekly') + + allowance_amount = self.ANNUAL_EXEMPTION_AMOUNT / self.PAY_PERIOD_DIVISOR[schedule_pay] + wh = -((salary - (allowance_amount * exemptions)) * -self.MI_INC_TAX) + + self._log('2019 Michigan 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.MI_UNEMP) + self.assertPayrollAlmostEqual(cats['EE_US_SIT'], wh) + # + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + remaining_MI_UNEMP_wages = self.MI_UNEMP_MAX_WAGE - salary if (self.MI_UNEMP_MAX_WAGE - 2*salary < salary) \ + else salary + + self._log('2019 Michigan 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_MI_UNEMP_wages * self.MI_UNEMP) + + def test_2019_taxes_biweekly(self): + salary = 5000.0 + schedule_pay = 'bi-weekly' + allowance_amount = self.ANNUAL_EXEMPTION_AMOUNT / self.PAY_PERIOD_DIVISOR[schedule_pay] + exemption = 2 + + wh = -((salary - (allowance_amount * exemption)) * -self.MI_INC_TAX) + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MI'), + state_income_tax_additional_withholding=0.0, + mi_w4_sit_exemptions=2.0, + schedule_pay='bi-weekly') + + self._log('2019 Michigan 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.MI_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + remaining_MI_UNEMP_wages = self.MI_UNEMP_MAX_WAGE - salary if (self.MI_UNEMP_MAX_WAGE - 2*salary < salary) \ + else salary + + self._log('2019 Michigan 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_MI_UNEMP_wages * self.MI_UNEMP) + + def test_2019_taxes_semimonthly(self): + salary = 5000.0 + schedule_pay = 'semi-monthly' + allowance_amount = self.ANNUAL_EXEMPTION_AMOUNT / self.PAY_PERIOD_DIVISOR[schedule_pay] + exemption = 1 + + wh = -((salary - (allowance_amount * exemption)) * -self.MI_INC_TAX) + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MI'), + state_income_tax_additional_withholding=0.0, + mi_w4_sit_exemptions=1.0, + schedule_pay='semi-monthly') + + self._log('2019 Michigan tax first payslip semi-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.MI_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + remaining_MI_UNEMP_wages = self.MI_UNEMP_MAX_WAGE - salary if (self.MI_UNEMP_MAX_WAGE - 2 * salary < salary) \ + else salary + + self._log('2019 Michigan tax second payslip semi-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_MI_UNEMP_wages * self.MI_UNEMP) + + def test_2019_taxes_monthly(self): + salary = 5000.0 + schedule_pay = 'monthly' + allowance_amount = self.ANNUAL_EXEMPTION_AMOUNT / self.PAY_PERIOD_DIVISOR[schedule_pay] + exemption = 1 + + wh = -((salary - (allowance_amount * exemption)) * -self.MI_INC_TAX) + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MI'), + state_income_tax_additional_withholding=0.0, + mi_w4_sit_exemptions=1.0, + schedule_pay='monthly') + + self._log('2019 Michigan 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.MI_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + remaining_MI_UNEMP_wages = self.MI_UNEMP_MAX_WAGE - salary if ( + self.MI_UNEMP_MAX_WAGE - (2 * salary) < salary) \ + else salary + + self._log('2019 Michigan 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_MI_UNEMP_wages * self.MI_UNEMP) + + def test_additional_withholding(self): + salary = 5000.0 + schedule_pay = 'weekly' + allowance_amount = 0.0 + allowance_amount = self.ANNUAL_EXEMPTION_AMOUNT / self.PAY_PERIOD_DIVISOR[schedule_pay] + additional_wh = 40.0 + exemption = 1 + + wh = -(((salary - (allowance_amount * exemption)) * -self.MI_INC_TAX) + additional_wh) + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MI'), + state_income_tax_additional_withholding=40.0, + mi_w4_sit_exemptions=1.0, + schedule_pay='weekly') + + self._log('2019 Michigan tax first payslip with additional withholding:') + 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.MI_UNEMP) + self.assertPayrollAlmostEqual(cats['EE_US_SIT'], wh) + + process_payslip(payslip) diff --git a/l10n_us_hr_payroll/tests/test_us_mi_michigan_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_mi_michigan_payslip_2020.py new file mode 100755 index 00000000..7d178d76 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_mi_michigan_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 TestUsMIPayslip(TestUsPayslip): + # Taxes and Rates + MI_UNEMP_MAX_WAGE = 9000.0 + MI_UNEMP = 2.7 + + def _test_sit(self, wage, exemptions, additional_withholding, schedule_pay, date_start, expected_withholding): + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wage, + state_id=self.get_us_state('MI'), + mi_w4_sit_exemptions=exemptions, + 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('MI', self.MI_UNEMP, date(2020, 1, 1), wage_base=self.MI_UNEMP_MAX_WAGE) + self._test_sit(5000.0, 1, 100.0, 'weekly', date(2020, 1, 1), 308.62) + self._test_sit(5000.0, 1, 0.0, 'weekly', date(2020, 1, 1), 208.62) + self._test_sit(5000.0, 1, 5.0, 'semi-monthly', date(2020, 1, 1), 209.09) + self._test_sit(5000.0, 1, 5.0, 'monthly', date(2020, 1, 1), 200.68) + self._test_sit(5000.0, 200, 0.0, 'monthly', date(2020, 1, 1), 0.0) + 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 06dc9843..47ef9272 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -55,6 +55,12 @@ + +

Form MI-W4 - State Income Tax

+ + + +

Form MO W-4 - State Income Tax

From 261cc998fd23daa6877035d07c10390919aca758 Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Thu, 30 Jan 2020 18:20:31 -0500 Subject: [PATCH 05/12] IMP `l10n_us_hr_payroll` Port `l10n_us_mn_hr_payroll` MN Minnesota including migration --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 3 + .../data/state/mn_minnesota.xml | 137 +++++++++++++++ l10n_us_hr_payroll/migrations/data.py | 16 ++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + .../models/state/mn_minnesota.py | 43 +++++ .../models/us_payroll_config.py | 7 + l10n_us_hr_payroll/tests/__init__.py | 3 + .../test_us_mn_minnesota_payslip_2019.py | 159 ++++++++++++++++++ .../test_us_mn_minnesota_payslip_2020.py | 36 ++++ .../views/us_payroll_config_views.xml | 6 + 11 files changed, 413 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/mn_minnesota.xml create mode 100644 l10n_us_hr_payroll/models/state/mn_minnesota.py create mode 100755 l10n_us_hr_payroll/tests/test_us_mn_minnesota_payslip_2019.py create mode 100755 l10n_us_hr_payroll/tests/test_us_mn_minnesota_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index 99a4b04e..e6bb1b7e 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -31,6 +31,7 @@ USA Payroll Rules. 'data/state/fl_florida.xml', 'data/state/ga_georgia.xml', 'data/state/mi_michigan.xml', + 'data/state/mn_minnesota.xml', 'data/state/mo_missouri.xml', 'data/state/ms_mississippi.xml', 'data/state/mt_montana.xml', diff --git a/l10n_us_hr_payroll/data/final.xml b/l10n_us_hr_payroll/data/final.xml index ccfa82fe..e18d015e 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -21,6 +21,9 @@ ref('hr_payroll_rule_er_us_ga_suta'), ref('hr_payroll_rule_ee_us_ga_sit'), + ref('hr_payroll_rule_er_us_mn_suta'), + ref('hr_payroll_rule_ee_us_mn_sit'), + ref('hr_payroll_rule_er_us_mi_suta'), ref('hr_payroll_rule_ee_us_mi_sit'), diff --git a/l10n_us_hr_payroll/data/state/mn_minnesota.xml b/l10n_us_hr_payroll/data/state/mn_minnesota.xml new file mode 100644 index 00000000..d21874cc --- /dev/null +++ b/l10n_us_hr_payroll/data/state/mn_minnesota.xml @@ -0,0 +1,137 @@ + + + + + + US MN Minnesota SUTA Wage Base + us_mn_suta_wage_base + 34000.0 + + + + US MN Minnesota SUTA Wage Base + us_mn_suta_wage_base + 35000.0 + + + + + + + + US MN Minnesota SUTA Rate + us_mn_suta_rate + 1.11 + + + + US MN Minnesota SUTA Rate + us_mn_suta_rate + 1.11 + + + + + + + US MN Minnesota SIT Tax Rate + us_mn_sit_tax_rate + { + 'single': [ + ( 28920, 2400, 5.35, 0.00), + ( 89510, 28920, 7.05, 1418.82), + (166290, 89510, 7.85, 5690.42), + ( 'inf', 166290, 9.85, 11717.65), + ], + 'married': [ + ( 47820, 9050, 5.35, 0.00), + ( 163070, 47820, 7.05, 2074.20), + ( 282200, 163070, 7.85, 10199.33), + ( 'inf', 282200, 9.85, 19551.04), + ], + } + + + + US MN Minnesota SIT Tax Rate + us_mn_sit_tax_rate + { + 'single': [ + ( 30760, 3800, 5.35, 0.00), + ( 92350, 30760, 6.80, 1442.36), + (168200, 92350, 7.85, 5630.48), + ( 'inf', 168200, 9.85, 11584.71), + ], + 'married': [ + ( 51310, 11900, 5.35, 0.00), + ( 168470, 51310, 6.80, 2108.44), + ( 285370, 168470, 7.85, 10075.32), + ( 'inf', 285370, 9.85, 19251.97), + ], + } + + + + + + + US MN Minnesota Allowances Rate + us_mn_sit_allowances_rate + 4250.0 + + + + US MN Minnesota Allowances Rate + us_mn_sit_allowances_rate + 4300.0 + + + + + + + US Minnesota - Unemployment Insurance Agency - Unemployment Tax + + + US Minnesota - Unemployment Insurance Agency - Unemployment Tax + + + + + US Minnesota - Department of Treasury - Income Tax + + + US Minnesota - Department of Treasury - Income Tax + + + + + + + + + + ER: US MN Minnesota State Unemployment + ER_US_MN_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_mn_suta_wage_base', rate='us_mn_suta_rate', state_code='MN') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_mn_suta_wage_base', rate='us_mn_suta_rate', state_code='MN') + + + + + + + + EE: US MN Minnesota State Income Tax Withholding + EE_US_MN_SIT + python + result, _ = mn_minnesota_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = mn_minnesota_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 e11a5f12..432b3680 100644 --- a/l10n_us_hr_payroll/migrations/data.py +++ b/l10n_us_hr_payroll/migrations/data.py @@ -18,6 +18,10 @@ FIELDS_CONTRACT_TO_US_PAYROLL_FORMS_2020 = { 'mi_w4_tax_exempt': 'state_income_tax_exempt', 'mi_w4_additional_wh': 'state_income_tax_additional_withholding', + 'mn_w4mn_filing_status': 'mn_w4mn_sit_filing_status', + 'mn_w4mn_allowances': 'mn_w4mn_sit_allowances', + 'mn_w4mn_additional_wh': 'state_income_tax_additional_withholding', + 'mo_mow4_filing_status': 'mo_mow4_sit_filing_status', 'mo_mow4_additional_withholding': 'state_income_tax_additional_withholding', @@ -78,6 +82,11 @@ XMLIDS_TO_REMOVE_2020 = [ 'l10n_us_mi_hr_payroll.hr_payroll_mi_income_withhold', 'l10n_us_mi_hr_payroll.hr_payroll_rules_mi_unemp_wages', + 'l10n_us_mn_hr_payroll.hr_payroll_mn_unemp_wages', + 'l10n_us_mn_hr_payroll.hr_payroll_mn_unemp', + 'l10n_us_mn_hr_payroll.hr_payroll_mn_income_withhold', + 'l10n_us_mn_hr_payroll.hr_payroll_rules_mn_unemp_wages', + 'l10n_us_mo_hr_payroll.hr_payroll_mo_unemp_wages', 'l10n_us_mo_hr_payroll.hr_payroll_mo_unemp', 'l10n_us_mo_hr_payroll.hr_payroll_mo_income_withhold', @@ -191,6 +200,13 @@ XMLIDS_TO_RENAME_2020 = { 'l10n_us_mi_hr_payroll.hr_payroll_rules_mi_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_mi_suta', 'l10n_us_mi_hr_payroll.hr_payroll_rules_mi_inc_withhold': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_mi_sit', + 'l10n_us_mn_hr_payrol.res_partner_mn_ui_unemp': 'l10n_us_hr_payroll.res_partner_us_mn_dor', + 'l10n_us_mn_hr_payrol.res_partner_mn_dor_withhold': 'l10n_us_hr_payroll.res_partner_us_mn_dor_sit', + 'l10n_us_mn_hr_payrol.contrib_register_mn_ui_unemp': 'l10n_us_hr_payroll.contrib_register_us_mn_dor', + 'l10n_us_mn_hr_payrol.contrib_register_mn_dor_withhold': 'l10n_us_hr_payroll.contrib_register_us_mn_dor_sit', + 'l10n_us_mn_hr_payrol.hr_payroll_rules_mn_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_mn_suta', + 'l10n_us_mn_hr_payrol.hr_payroll_rules_mn_inc_withhold': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_mn_sit', + 'l10n_us_mo_hr_payroll.res_partner_modor_unemp': 'l10n_us_hr_payroll.res_partner_us_mo_dor', 'l10n_us_mo_hr_payroll.res_partner_modor_withhold': 'l10n_us_hr_payroll.res_partner_us_mo_dor_sit', 'l10n_us_mo_hr_payroll.contrib_register_modor_unemp': 'l10n_us_hr_payroll.contrib_register_us_mo_dor', diff --git a/l10n_us_hr_payroll/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index f699a59b..c2174f97 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.general import general_state_unemployment, \ is_us_state from .state.ga_georgia import ga_georgia_state_income_withholding from .state.mi_michigan import mi_michigan_state_income_withholding +from .state.mn_minnesota import mn_minnesota_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 @@ -59,6 +60,7 @@ class HRPayslip(models.Model): 'is_us_state': is_us_state, 'ga_georgia_state_income_withholding': ga_georgia_state_income_withholding, 'mi_michigan_state_income_withholding': mi_michigan_state_income_withholding, + 'mn_minnesota_state_income_withholding': mn_minnesota_state_income_withholding, '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, diff --git a/l10n_us_hr_payroll/models/state/mn_minnesota.py b/l10n_us_hr_payroll/models/state/mn_minnesota.py new file mode 100644 index 00000000..f640b36a --- /dev/null +++ b/l10n_us_hr_payroll/models/state/mn_minnesota.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 + + +def mn_minnesota_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 = 'MN' + if not _state_applies(payslip, state_code): + return 0.0, 0.0 + + filing_status = payslip.dict.contract_id.us_payroll_config_value('mn_w4mn_sit_filing_status') + if not filing_status: + return 0.0, 0.0 + + # Determine Wage + wage = categories.GROSS + categories.DED_FIT_EXEMPT + pay_periods = payslip.dict.get_pay_periods_in_year() + additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding') + sit_tax_rate = payslip.dict.rule_parameter('us_mn_sit_tax_rate')[filing_status] + allowances_rate = payslip.dict.rule_parameter('us_mn_sit_allowances_rate') + allowances = payslip.dict.contract_id.us_payroll_config_value('mn_w4mn_sit_allowances') + if wage == 0.0: + return 0.0, 0.0 + + taxable_income = (wage * pay_periods) - (allowances * allowances_rate) + withholding = 0.0 + for row in sit_tax_rate: + cap, subtract_amt, rate, flat_fee = row + cap = float(cap) + if cap > taxable_income: + withholding = ((rate / 100.00) * (taxable_income - subtract_amt)) + flat_fee + break + withholding = round(withholding / pay_periods) + if withholding < 0.0: + 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 c60d2f6f..fd21e0d2 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -66,6 +66,13 @@ class HRContractUSPayrollConfig(models.Model): mi_w4_sit_exemptions = fields.Integer(string='Michigan MI W-4 Exemptions', help='MI-W4 6.') + mn_w4mn_sit_filing_status = fields.Selection([ + ('', 'Exempt'), + ('single', 'Single'), + ('married', 'Married'), + ], string='Minnesota W-4MN Marital Status', help='W-4MN') + mn_w4mn_sit_allowances = fields.Integer(string='Minnesota Allowances', help='W-4MN 1.') + mo_mow4_sit_filing_status = fields.Selection([ ('', 'Exempt'), ('single', 'Single or Married Spouse Works or Married Filing Separate'), diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index 65616a6a..711bb35c 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -13,6 +13,9 @@ from . import test_us_ga_georgia_payslip_2020 from . import test_us_mi_michigan_payslip_2019 from . import test_us_mi_michigan_payslip_2020 +from . import test_us_mn_minnesota_payslip_2019 +from . import test_us_mn_minnesota_payslip_2020 + from . import test_us_mo_missouri_payslip_2019 from . import test_us_mo_missouri_payslip_2020 diff --git a/l10n_us_hr_payroll/tests/test_us_mn_minnesota_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_mn_minnesota_payslip_2019.py new file mode 100755 index 00000000..2a64b57d --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_mn_minnesota_payslip_2019.py @@ -0,0 +1,159 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip, process_payslip + + +class TestUsMNPayslip(TestUsPayslip): + # TAXES AND RATES + MN_UNEMP_MAX_WAGE = 34000.0 + MN_UNEMP = -1.11 / 100.0 + + def test_taxes_weekly(self): + salary = 30000.0 + # Hand Calculated Amount to Test + # Step 1 -> 30000.00 for wages per period Step 2 -> 52.0 for weekly -> 30000 * 52 -> 1560000 + # Step 3 -> allowances * 4250.0 -> 4250.00 in this case. + # Step 4 -> Step 2 - Step 3 -> 1560000 - 4250.00 -> 1555750 + # Step 5 -> using chart -> we have last row -> ((1555750 - 166290) * (9.85 / 100)) + 11717.65 -> 148579.46 + # Step 6 -> Convert back to pay period amount and round - > 2857.297 - > 2857.0 + # wh = 2857.0 + wh = -2857.0 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MN'), + mn_w4mn_sit_filing_status='single', + state_income_tax_additional_withholding=0.0, + mn_w4mn_sit_allowances=1.0, + schedule_pay='weekly') + + self._log('2019 Minnesota 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.MN_UNEMP) + self.assertPayrollAlmostEqual(cats['EE_US_SIT'], wh) # Test numbers are off by 1 penny + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + remaining_MN_UNEMP_wages = self.MN_UNEMP_MAX_WAGE - salary if (self.MN_UNEMP_MAX_WAGE - 2*salary < salary) \ + else salary + + self._log('2019 Minnesota 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_MN_UNEMP_wages * self.MN_UNEMP) + + def test_taxes_married(self): + salary = 5000.00 + + # Hand Calculated Amount to Test + # Step 1 -> 5000.0 for wages per period Step 2 -> 52.0 for weekly -> 5000 * 52 -> 260,000 + # Step 3 -> allowances * 4250.0 -> 4250.00 in this case. + # Step 4 -> Step 2 - Step 3 -> 260,000 - 4250.00 -> 255750.0 + # For step five we used the married section + # Step 5 -> using chart -> we have 2nd last row -> ((255750 - 163070) * (7.85 / 100)) + 10199.33 -> + # Step 6 -> Convert back to pay period amount and round + # wh = 336.0 + wh = -336.0 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MN'), + mn_w4mn_sit_filing_status='married', + state_income_tax_additional_withholding=0.0, + mn_w4mn_sit_allowances=1.0, + schedule_pay='weekly') + + self._log('2019 Minnesota tax first payslip married:') + 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.MN_UNEMP) + self.assertPayrollAlmostEqual(cats['EE_US_SIT'], wh) + + def test_taxes_semimonthly(self): + salary = 6500.00 + # Hand Calculated Amount to Test + # Step 1 -> 6500.00 for wages per period Step 2 -> 24 for semi-monthly -> 6500.00 * 24 -> 156000.00 + # Step 3 -> allowances * 4250.0 -> 4250.00 in this case. + # Step 4 -> Step 2 - Step 3 -> 156000.00 - 4250.00 -> 151750.0 + # Step 5 -> using chart -> we have 2nd last row -> ((151750.0- 89510) * (7.85 / 100)) + 5690.42 -> 10576.26 + # Step 6 -> Convert back to pay period amount and round + # wh = -441 + wh = -441.00 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MN'), + mn_w4mn_sit_filing_status='single', + state_income_tax_additional_withholding=0.0, + mn_w4mn_sit_allowances=1.0, + schedule_pay='semi-monthly') + + + self._log('2019 Minnesota tax first payslip semimonthly:') + 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.MN_UNEMP) + self.assertPayrollAlmostEqual(cats['EE_US_SIT'], wh) + + def test_tax_exempt(self): + salary = 5500.00 + wh = 0 + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MN'), + mn_w4mn_sit_filing_status='', + state_income_tax_additional_withholding=0.0, + mn_w4mn_sit_allowances=2.0, + schedule_pay='weekly') + + self._log('2019 Minnesota 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.MN_UNEMP) + self.assertPayrollAlmostEqual(cats['EE_US_SIT'], wh) + + def test_additional_withholding(self): + salary = 5500.0 + # Hand Calculated Amount to Test + # Step 1 -> 5500 for wages per period Step 2 -> 52 for weekly -> 5500 * 52 -> 286000.00 + # Step 3 -> allowances * 4250.0 -> 8500 in this case. + # Step 4 -> Step 2 - Step 3 -> 286000.00 - 8500 -> 277500 + # Step 5 -> using chart -> we have last row -> ((277500- 166290) * (9.85 / 100)) + 11717.65 -> 22671.835 + # Step 6 -> Convert back to pay period amount and round + # wh = -436.0 + # Add additional_withholding + # wh = -436.0 + 40.0 + wh = -476.0 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('MN'), + mn_w4mn_sit_filing_status='single', + state_income_tax_additional_withholding=40.0, + mn_w4mn_sit_allowances=2.0, + schedule_pay='weekly') + + self._log('2019 Minnesota 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['ER_US_SUTA'], salary * self.MN_UNEMP) + self.assertPayrollAlmostEqual(cats['EE_US_SIT'], wh) diff --git a/l10n_us_hr_payroll/tests/test_us_mn_minnesota_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_mn_minnesota_payslip_2020.py new file mode 100755 index 00000000..c91fa2a8 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_mn_minnesota_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 TestUsMNPayslip(TestUsPayslip): + # TAXES AND RATES + MN_UNEMP_MAX_WAGE = 35000.0 + MN_UNEMP = 1.11 + + 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('MN'), + mn_w4mn_sit_filing_status=filing_status, + state_income_tax_additional_withholding=additional_withholding, + mn_w4mn_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('MN', self.MN_UNEMP, date(2020, 1, 1), wage_base=self.MN_UNEMP_MAX_WAGE) + self._test_sit(5000.0, 'single', 1.0, 0.0, 'weekly', date(2020, 1, 1), 389.0) + self._test_sit(30000.0, 'single', 1.0, 0.0, 'weekly', date(2020, 1, 1), 2850.99) + self._test_sit(5000.0, 'married', 1.0, 0.0, 'weekly', date(2020, 1, 1), 325.0) + self._test_sit(6500.0, 'single', 1.0, 0.0, 'semi-monthly', date(2020, 1, 1), 429.0) + self._test_sit(5500.0, '', 2.0, 0.0, 'weekly', date(2020, 1, 1), 0.0) + self._test_sit(5500.0, 'single', 2.0, 40.0, 'weekly', date(2020, 1, 1), 470.0) 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 47ef9272..12e5c507 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -61,6 +61,12 @@ + +

Form W-4MN - State Income Tax

+ + + +

Form MO W-4 - State Income Tax

From 74689df8d7d2e744704cbe0b41075987316cdb4d Mon Sep 17 00:00:00 2001 From: Jared Kipe Date: Sat, 1 Feb 2020 05:52:50 -0800 Subject: [PATCH 06/12] IMP `l10n_us_hr_payroll` Create tax exempt categories for table coverage from IRS Pub. 15-B --- l10n_us_hr_payroll/data/base.xml | 82 ++++++++++-- l10n_us_hr_payroll/models/federal/fed_940.py | 56 +++++++- l10n_us_hr_payroll/models/federal/fed_941.py | 126 ++++++++++++++---- l10n_us_hr_payroll/models/state/ga_georgia.py | 13 +- l10n_us_hr_payroll/models/state/general.py | 25 ++-- .../models/state/mi_michigan.py | 10 +- .../models/state/mn_minnesota.py | 9 +- .../models/state/mo_missouri.py | 11 +- .../models/state/ms_mississippi.py | 6 +- l10n_us_hr_payroll/models/state/mt_montana.py | 9 +- .../models/state/nc_northcarolina.py | 9 +- .../models/state/nj_newjersey.py | 9 +- l10n_us_hr_payroll/models/state/oh_ohio.py | 9 +- .../models/state/va_virginia.py | 9 +- 14 files changed, 288 insertions(+), 95 deletions(-) diff --git a/l10n_us_hr_payroll/data/base.xml b/l10n_us_hr_payroll/data/base.xml index 71203f74..f951d57b 100644 --- a/l10n_us_hr_payroll/data/base.xml +++ b/l10n_us_hr_payroll/data/base.xml @@ -20,25 +20,89 @@ - + + + + + Wage: US FIT Exempt + ALW_FIT_EXEMPT + + + + + Wage: US FIT & FICA Exempt + ALW_FIT_FICA_EXEMPT + + + + + Wage: US FIT & FUTA Exempt + ALW_FIT_FUTA_EXEMPT + + + + + Wage: US FIT & FICA & FUTA Exempt + ALW_FIT_FICA_FUTA_EXEMPT + + + + + Wage: US FICA Exempt + ALW_FICA_EXEMPT + + + + + Wage: US FICA & FUTA Exempt + ALW_FICA_FUTA_EXEMPT + + + + + Wage: US FUTA Exempt + ALW_FUTA_EXEMPT + + + - - + - Deduction: US Federal Income Tax Exempt + Deduction: US FIT Exempt DED_FIT_EXEMPT - - - + + + Deduction: US FIT & FICA Exempt + DED_FIT_FICA_EXEMPT + + + + + Deduction: US FIT & FUTA Exempt + DED_FIT_FUTA_EXEMPT + + + + + Deduction: US FIT & FICA & FUTA Exempt + DED_FIT_FICA_FUTA_EXEMPT + + + Deduction: US FICA Exempt DED_FICA_EXEMPT - - + + + Deduction: US FICA & FUTA Exempt + DED_FICA_FUTA_EXEMPT + + + Deduction: US FUTA Exempt DED_FUTA_EXEMPT diff --git a/l10n_us_hr_payroll/models/federal/fed_940.py b/l10n_us_hr_payroll/models/federal/fed_940.py index 816c88d5..85987ed9 100644 --- a/l10n_us_hr_payroll/models/federal/fed_940.py +++ b/l10n_us_hr_payroll/models/federal/fed_940.py @@ -1,9 +1,53 @@ # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +def futa_wage(payslip, categories): + """ + Returns FUTA eligible wage for current Payslip (no wage_base, just by categories) + WAGE = GROSS - ALW_FUTA_EXEMPT + DED_FUTA_EXEMPT + :return: wage + """ + wage = categories.GROSS + + wage -= categories.ALW_FUTA_EXEMPT + \ + categories.ALW_FIT_FUTA_EXEMPT + \ + categories.ALW_FIT_FICA_FUTA_EXEMPT + \ + categories.ALW_FICA_FUTA_EXEMPT + + wage += categories.DED_FUTA_EXEMPT + \ + categories.DED_FIT_FUTA_EXEMPT + \ + categories.DED_FIT_FICA_FUTA_EXEMPT + \ + categories.DED_FICA_FUTA_EXEMPT + + return wage + + +def futa_wage_ytd(payslip, categories): + """ + Returns Year to Date FUTA eligible wages + WAGE = GROSS - ALW_FUTA_EXEMPT + DED_FUTA_EXEMPT + :return: wage + """ + year = payslip.dict.get_year() + ytd_wage = payslip.sum_category('GROSS', str(year) + '-01-01', str(year+1) + '-01-01') + + ytd_wage -= payslip.sum_category('ALW_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('ALW_FIT_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('ALW_FIT_FICA_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('ALW_FICA_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + + ytd_wage += payslip.sum_category('DED_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('DED_FIT_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('DED_FIT_FICA_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('DED_FICA_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + + ytd_wage += payslip.dict.contract_id.external_wages + return ytd_wage + + def er_us_940_futa(payslip, categories, worked_days, inputs): """ Returns FUTA eligible wage and rate. - WAGE = GROSS + DED_FUTA_EXEMPT :return: result, result_rate (wage, percent) """ @@ -17,16 +61,14 @@ def er_us_940_futa(payslip, categories, worked_days, inputs): result_rate = -payslip.dict.rule_parameter('fed_940_futa_rate_normal') # Determine Wage - year = payslip.dict.get_year() - ytd_wage = payslip.sum_category('GROSS', str(year) + '-01-01', str(year+1) + '-01-01') - ytd_wage += payslip.sum_category('DED_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') - ytd_wage += payslip.dict.contract_id.external_wages + wage = futa_wage(payslip, categories) + if not wage: + return 0.0, 0.0 + ytd_wage = futa_wage_ytd(payslip, categories) wage_base = payslip.dict.rule_parameter('fed_940_futa_wage_base') remaining = wage_base - ytd_wage - wage = categories.GROSS + categories.DED_FUTA_EXEMPT - if remaining < 0.0: result = 0.0 elif remaining < wage: diff --git a/l10n_us_hr_payroll/models/federal/fed_941.py b/l10n_us_hr_payroll/models/federal/fed_941.py index 41019465..8bc1a90a 100644 --- a/l10n_us_hr_payroll/models/federal/fed_941.py +++ b/l10n_us_hr_payroll/models/federal/fed_941.py @@ -4,10 +4,53 @@ # _logger = logging.getLogger(__name__) +def fica_wage(payslip, categories): + """ + Returns FICA eligible wage for current Payslip (no wage_base, just by categories) + WAGE = GROSS - ALW_FICA_EXEMPT + DED_FICA_EXEMPT + :return: wage + """ + wage = categories.GROSS + + wage -= categories.ALW_FICA_EXEMPT + \ + categories.ALW_FIT_FICA_EXEMPT + \ + categories.ALW_FIT_FICA_FUTA_EXEMPT + \ + categories.ALW_FICA_FUTA_EXEMPT + + wage += categories.DED_FICA_EXEMPT + \ + categories.DED_FIT_FICA_EXEMPT + \ + categories.DED_FIT_FICA_FUTA_EXEMPT + \ + categories.DED_FICA_FUTA_EXEMPT + + return wage + + +def fica_wage_ytd(payslip, categories): + """ + Returns Year to Date FICA eligible wages + WAGE = GROSS - ALW_FICA_EXEMPT + DED_FICA_EXEMPT + :return: wage + """ + year = payslip.dict.get_year() + ytd_wage = payslip.sum_category('GROSS', str(year) + '-01-01', str(year+1) + '-01-01') + + ytd_wage -= payslip.sum_category('ALW_FICA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('ALW_FIT_FICA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('ALW_FIT_FICA_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('ALW_FICA_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + + ytd_wage += payslip.sum_category('DED_FICA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('DED_FIT_FICA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('DED_FIT_FICA_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('DED_FICA_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + + ytd_wage += payslip.dict.contract_id.external_wages + return ytd_wage + + def ee_us_941_fica_ss(payslip, categories, worked_days, inputs): """ Returns FICA Social Security eligible wage and rate. - WAGE = GROSS + DED_FICA_EXEMPT :return: result, result_rate (wage, percent) """ exempt = payslip.dict.contract_id.us_payroll_config_value('fed_941_fica_exempt') @@ -18,16 +61,14 @@ def ee_us_941_fica_ss(payslip, categories, worked_days, inputs): result_rate = -payslip.dict.rule_parameter('fed_941_fica_ss_rate') # Determine Wage - year = payslip.dict.get_year() - ytd_wage = payslip.sum_category('GROSS', str(year) + '-01-01', str(year+1) + '-01-01') - ytd_wage += payslip.sum_category('DED_FICA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') - ytd_wage += payslip.dict.contract_id.external_wages + wage = fica_wage(payslip, categories) + if not wage: + return 0.0, 0.0 + ytd_wage = fica_wage_ytd(payslip, categories) wage_base = payslip.dict.rule_parameter('fed_941_fica_ss_wage_base') remaining = wage_base - ytd_wage - wage = categories.GROSS + categories.DED_FICA_EXEMPT - if remaining < 0.0: result = 0.0 elif remaining < wage: @@ -44,7 +85,6 @@ er_us_941_fica_ss = ee_us_941_fica_ss def ee_us_941_fica_m(payslip, categories, worked_days, inputs): """ Returns FICA Medicare eligible wage and rate. - WAGE = GROSS + DED_FICA_EXEMPT :return: result, result_rate (wage, percent) """ exempt = payslip.dict.contract_id.us_payroll_config_value('fed_941_fica_exempt') @@ -55,16 +95,14 @@ def ee_us_941_fica_m(payslip, categories, worked_days, inputs): result_rate = -payslip.dict.rule_parameter('fed_941_fica_m_rate') # Determine Wage - year = payslip.dict.get_year() - ytd_wage = payslip.sum_category('GROSS', str(year) + '-01-01', str(year+1) + '-01-01') - ytd_wage += payslip.sum_category('DED_FICA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') - ytd_wage += payslip.dict.contract_id.external_wages + wage = fica_wage(payslip, categories) + if not wage: + return 0.0, 0.0 + ytd_wage = fica_wage_ytd(payslip, categories) wage_base = float(payslip.dict.rule_parameter('fed_941_fica_m_wage_base')) # inf remaining = wage_base - ytd_wage - wage = categories.GROSS + categories.DED_FICA_EXEMPT - if remaining < 0.0: result = 0.0 elif remaining < wage: @@ -81,8 +119,6 @@ er_us_941_fica_m = ee_us_941_fica_m def ee_us_941_fica_m_add(payslip, categories, worked_days, inputs): """ Returns FICA Medicare Additional eligible wage and rate. - Note that this wage is not capped like the above rules. - WAGE = GROSS - WAGE_FICA_EXEMPT :return: result, result_rate (wage, percent) """ exempt = payslip.dict.contract_id.us_payroll_config_value('fed_941_fica_exempt') @@ -93,16 +129,14 @@ def ee_us_941_fica_m_add(payslip, categories, worked_days, inputs): result_rate = -payslip.dict.rule_parameter('fed_941_fica_m_add_rate') # Determine Wage - year = payslip.dict.get_year() - ytd_wage = payslip.sum_category('GROSS', str(year) + '-01-01', str(year+1) + '-01-01') - ytd_wage += payslip.sum_category('DED_FICA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') - ytd_wage += payslip.dict.contract_id.external_wages + wage = fica_wage(payslip, categories) + if not wage: + return 0.0, 0.0 + ytd_wage = fica_wage_ytd(payslip, categories) wage_start = payslip.dict.rule_parameter('fed_941_fica_m_add_wage_start') existing_wage = ytd_wage - wage_start - wage = categories.GROSS + categories.DED_FICA_EXEMPT - if existing_wage >= 0.0: result = wage elif wage + existing_wage > 0.0: @@ -113,11 +147,54 @@ def ee_us_941_fica_m_add(payslip, categories, worked_days, inputs): return result, result_rate +def fit_wage(payslip, categories): + """ + Returns FIT eligible wage for current Payslip (no wage_base, just by categories) + WAGE = GROSS - ALW_FIT_EXEMPT + DED_FIT_EXEMPT + :return: wage + """ + wage = categories.GROSS + + wage -= categories.ALW_FIT_EXEMPT + \ + categories.ALW_FIT_FICA_EXEMPT + \ + categories.ALW_FIT_FICA_FUTA_EXEMPT + \ + categories.ALW_FIT_FUTA_EXEMPT + + wage += categories.DED_FIT_EXEMPT + \ + categories.DED_FIT_FICA_EXEMPT + \ + categories.DED_FIT_FICA_FUTA_EXEMPT + \ + categories.DED_FIT_FUTA_EXEMPT + + return wage + + +def fit_wage_ytd(payslip, categories): + """ + Returns Year to Date FIT eligible wages + WAGE = GROSS - ALW_FIT_EXEMPT + DED_FIT_EXEMPT + :return: wage + """ + year = payslip.dict.get_year() + ytd_wage = payslip.sum_category('GROSS', str(year) + '-01-01', str(year+1) + '-01-01') + + ytd_wage -= payslip.sum_category('ALW_FIT_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('ALW_FIT_FICA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('ALW_FIT_FICA_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('ALW_FIT_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + + ytd_wage += payslip.sum_category('DED_FIT_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('DED_FIT_FICA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('DED_FIT_FICA_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + \ + payslip.sum_category('DED_FIT_FUTA_EXEMPT', str(year) + '-01-01', str(year+1) + '-01-01') + + ytd_wage += payslip.dict.contract_id.external_wages + return ytd_wage + + # Federal Income Tax def ee_us_941_fit(payslip, categories, worked_days, inputs): """ Returns Wage and rate that is computed given the amount to withhold. - WAGE = GROSS + DED_FIT_EXEMPT :return: result, result_rate (wage, percent) """ filing_status = payslip.dict.contract_id.us_payroll_config_value('fed_941_fit_w4_filing_status') @@ -125,7 +202,8 @@ def ee_us_941_fit(payslip, categories, worked_days, inputs): return 0.0, 0.0 schedule_pay = payslip.dict.contract_id.schedule_pay - wage = categories.GROSS + categories.DED_FIT_EXEMPT + wage = fit_wage(payslip, categories) + #_logger.warn('initial gross wage: ' + str(wage)) year = payslip.dict.get_year() if year >= 2020: diff --git a/l10n_us_hr_payroll/models/state/ga_georgia.py b/l10n_us_hr_payroll/models/state/ga_georgia.py index 38032409..f1bbbc31 100644 --- a/l10n_us_hr_payroll/models/state/ga_georgia.py +++ b/l10n_us_hr_payroll/models/state/ga_georgia.py @@ -1,12 +1,11 @@ # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. -from .general import _state_applies +from .general import _state_applies, sit_wage def ga_georgia_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) """ @@ -18,7 +17,10 @@ def ga_georgia_state_income_withholding(payslip, categories, worked_days, inputs return 0.0, 0.0 # Determine Wage - wage = categories.GROSS + categories.DED_FIT_EXEMPT + wage = sit_wage(payslip, categories) + if not wage: + 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') dependent_allowances = payslip.dict.contract_id.us_payroll_config_value('ga_g4_sit_dependent_allowances') @@ -27,10 +29,7 @@ def ga_georgia_state_income_withholding(payslip, categories, worked_days, inputs personal_allowance = payslip.dict.rule_parameter('us_ga_sit_personal_allowance').get(ga_filing_status, {}).get(schedule_pay) deduction = payslip.dict.rule_parameter('us_ga_sit_deduction').get(ga_filing_status, {}).get(schedule_pay) withholding_rate = payslip.dict.rule_parameter('us_ga_sit_rate').get(ga_filing_status, {}).get(schedule_pay) - if not all((dependent_allowance_rate, personal_allowance, deduction, withholding_rate)) or wage == 0.0: - return 0.0, 0.0 - - if wage == 0.0: + if not all((dependent_allowance_rate, personal_allowance, deduction, withholding_rate)): return 0.0, 0.0 after_standard_deduction = wage - deduction diff --git a/l10n_us_hr_payroll/models/state/general.py b/l10n_us_hr_payroll/models/state/general.py index f0dbc37f..8cac1bc6 100644 --- a/l10n_us_hr_payroll/models/state/general.py +++ b/l10n_us_hr_payroll/models/state/general.py @@ -1,9 +1,16 @@ # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. from odoo.exceptions import UserError +from ..federal.fed_940 import futa_wage, futa_wage_ytd +from ..federal.fed_941 import fit_wage, fit_wage_ytd # import logging # _logger = logging.getLogger(__name__) +suta_wage = futa_wage +suta_wage_ytd = futa_wage_ytd +sit_wage = fit_wage +sit_wage_ytd = fit_wage_ytd + def _state_applies(payslip, state_code): return state_code == payslip.dict.contract_id.us_payroll_config_value('state_code') @@ -89,12 +96,12 @@ def general_state_unemployment(payslip, categories, worked_days, inputs, wage_ba return 0.0, 0.0 # Determine Wage - year = payslip.dict.get_year() - ytd_wage = payslip.sum_category('GROSS', str(year) + '-01-01', str(year + 1) + '-01-01') - ytd_wage += payslip.sum_category('DED_FUTA_EXEMPT', str(year) + '-01-01', str(year + 1) + '-01-01') - ytd_wage += payslip.dict.contract_id.external_wages + wage = suta_wage(payslip, categories) + if not wage: + return 0.0, 0.0 + + ytd_wage = suta_wage_ytd(payslip, categories) - wage = categories.GROSS + categories.DED_FUTA_EXEMPT return _general_rate(payslip, wage, ytd_wage, wage_base=wage_base, wage_start=wage_start, rate=rate) @@ -112,12 +119,8 @@ def general_state_income_withholding(payslip, categories, worked_days, inputs, w return 0.0, 0.0 # Determine Wage - year = payslip.dict.get_year() - ytd_wage = payslip.sum_category('GROSS', str(year) + '-01-01', str(year + 1) + '-01-01') - ytd_wage += payslip.sum_category('DED_FIT_EXEMPT', str(year) + '-01-01', str(year + 1) + '-01-01') - ytd_wage += payslip.dict.contract_id.external_wages - - wage = categories.GROSS + categories.DED_FIT_EXEMPT + ytd_wage = sit_wage_ytd(payslip, categories) + wage = sit_wage(payslip, categories) result, result_rate = _general_rate(payslip, wage, ytd_wage, wage_base=wage_base, wage_start=wage_start, rate=rate) additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding') if additional: diff --git a/l10n_us_hr_payroll/models/state/mi_michigan.py b/l10n_us_hr_payroll/models/state/mi_michigan.py index 9112e970..1c5f1cf6 100644 --- a/l10n_us_hr_payroll/models/state/mi_michigan.py +++ b/l10n_us_hr_payroll/models/state/mi_michigan.py @@ -1,6 +1,6 @@ # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. -from .general import _state_applies +from .general import _state_applies, sit_wage def mi_michigan_state_income_withholding(payslip, categories, worked_days, inputs): @@ -18,15 +18,15 @@ def mi_michigan_state_income_withholding(payslip, categories, worked_days, input return 0.0, 0.0 # Determine Wage - wage = categories.GROSS + categories.DED_FIT_EXEMPT + 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') exemption_rate = payslip.dict.rule_parameter('us_mi_sit_exemption_rate') exemption = payslip.dict.contract_id.us_payroll_config_value('mi_w4_sit_exemptions') - if wage == 0.0: - return 0.0, 0.0 - annual_exemption = (exemption * exemption_rate) / pay_periods withholding = ((wage - annual_exemption) * 0.0425) if withholding < 0.0: diff --git a/l10n_us_hr_payroll/models/state/mn_minnesota.py b/l10n_us_hr_payroll/models/state/mn_minnesota.py index f640b36a..3aab572c 100644 --- a/l10n_us_hr_payroll/models/state/mn_minnesota.py +++ b/l10n_us_hr_payroll/models/state/mn_minnesota.py @@ -1,6 +1,6 @@ # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. -from .general import _state_applies +from .general import _state_applies, sit_wage def mn_minnesota_state_income_withholding(payslip, categories, worked_days, inputs): @@ -19,14 +19,15 @@ def mn_minnesota_state_income_withholding(payslip, categories, worked_days, inpu return 0.0, 0.0 # Determine Wage - wage = categories.GROSS + categories.DED_FIT_EXEMPT + 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') sit_tax_rate = payslip.dict.rule_parameter('us_mn_sit_tax_rate')[filing_status] allowances_rate = payslip.dict.rule_parameter('us_mn_sit_allowances_rate') allowances = payslip.dict.contract_id.us_payroll_config_value('mn_w4mn_sit_allowances') - if wage == 0.0: - return 0.0, 0.0 taxable_income = (wage * pay_periods) - (allowances * allowances_rate) withholding = 0.0 diff --git a/l10n_us_hr_payroll/models/state/mo_missouri.py b/l10n_us_hr_payroll/models/state/mo_missouri.py index 7819fc7b..d917856c 100644 --- a/l10n_us_hr_payroll/models/state/mo_missouri.py +++ b/l10n_us_hr_payroll/models/state/mo_missouri.py @@ -1,6 +1,6 @@ # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. -from .general import _state_applies +from .general import _state_applies, sit_wage def mo_missouri_state_income_withholding(payslip, categories, worked_days, inputs): @@ -19,8 +19,11 @@ def mo_missouri_state_income_withholding(payslip, categories, worked_days, input return 0.0, 0.0 # Determine Wage - wage = categories.GROSS + categories.DED_FIT_EXEMPT - reduced_withholding = payslip.dict.contract_id.us_payroll_config_value('mo_mow4_sit_withholding') + wage = sit_wage(payslip, categories) + if not wage: + return 0.0, 0.0 + + reduced_withholding = payslip.contract_id.us_payroll_config_value('mo_mow4_sit_withholding') if reduced_withholding: return wage, -((reduced_withholding / wage) * 100.0) @@ -28,8 +31,6 @@ def mo_missouri_state_income_withholding(payslip, categories, worked_days, input additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding') sit_table = payslip.dict.rule_parameter('us_mo_sit_rate') deduction = payslip.dict.rule_parameter('us_mo_sit_deduction')[filing_status] - if wage == 0.0: - return 0.0, 0.0 gross_taxable_income = wage * pay_periods gross_taxable_income -= deduction diff --git a/l10n_us_hr_payroll/models/state/ms_mississippi.py b/l10n_us_hr_payroll/models/state/ms_mississippi.py index 33162129..d5f0fa84 100644 --- a/l10n_us_hr_payroll/models/state/ms_mississippi.py +++ b/l10n_us_hr_payroll/models/state/ms_mississippi.py @@ -1,6 +1,6 @@ # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. -from .general import _state_applies +from .general import _state_applies, sit_wage def ms_mississippi_state_income_withholding(payslip, categories, worked_days, inputs): @@ -19,8 +19,8 @@ def ms_mississippi_state_income_withholding(payslip, categories, worked_days, in return 0.0, 0.0 # Determine Wage - wage = categories.GROSS + categories.DED_FIT_EXEMPT - if wage == 0.0: + wage = sit_wage(payslip, categories) + if not wage: return 0.0, 0.0 pay_periods = payslip.dict.get_pay_periods_in_year() diff --git a/l10n_us_hr_payroll/models/state/mt_montana.py b/l10n_us_hr_payroll/models/state/mt_montana.py index a531c0e0..92dc8b5c 100644 --- a/l10n_us_hr_payroll/models/state/mt_montana.py +++ b/l10n_us_hr_payroll/models/state/mt_montana.py @@ -1,6 +1,6 @@ # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. -from .general import _state_applies +from .general import _state_applies, sit_wage def mt_montana_state_income_withholding(payslip, categories, worked_days, inputs): @@ -18,13 +18,16 @@ def mt_montana_state_income_withholding(payslip, categories, worked_days, inputs return 0.0, 0.0 # Determine Wage - wage = categories.GROSS + categories.DED_FIT_EXEMPT + wage = sit_wage(payslip, categories) + if not wage: + 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') exemptions = payslip.dict.contract_id.us_payroll_config_value('mt_mw4_sit_exemptions') exemption_rate = payslip.dict.rule_parameter('us_mt_sit_exemption_rate').get(schedule_pay) withholding_rate = payslip.dict.rule_parameter('us_mt_sit_rate').get(schedule_pay) - if not exemption_rate or not withholding_rate or wage == 0.0: + if not exemption_rate or not withholding_rate: return 0.0, 0.0 adjusted_wage = wage - (exemption_rate * (exemptions or 0)) diff --git a/l10n_us_hr_payroll/models/state/nc_northcarolina.py b/l10n_us_hr_payroll/models/state/nc_northcarolina.py index 4cf80742..1078a185 100644 --- a/l10n_us_hr_payroll/models/state/nc_northcarolina.py +++ b/l10n_us_hr_payroll/models/state/nc_northcarolina.py @@ -1,6 +1,6 @@ # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. -from .general import _state_applies +from .general import _state_applies, sit_wage def nc_northcarolina_state_income_withholding(payslip, categories, worked_days, inputs): @@ -19,15 +19,16 @@ def nc_northcarolina_state_income_withholding(payslip, categories, worked_days, return 0.0, 0.0 # Determine Wage - wage = categories.GROSS + categories.DED_FIT_EXEMPT + wage = sit_wage(payslip, categories) + if not wage: + 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') allowances = payslip.dict.contract_id.us_payroll_config_value('nc_nc4_sit_allowances') allowances_rate = payslip.dict.rule_parameter('us_nc_sit_allowance_rate').get(schedule_pay)['allowance'] deduction = payslip.dict.rule_parameter('us_nc_sit_allowance_rate').get(schedule_pay)['standard_deduction'] if filing_status != 'head_household' else payslip.dict.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: diff --git a/l10n_us_hr_payroll/models/state/nj_newjersey.py b/l10n_us_hr_payroll/models/state/nj_newjersey.py index 4c8870b8..4f9301fe 100644 --- a/l10n_us_hr_payroll/models/state/nj_newjersey.py +++ b/l10n_us_hr_payroll/models/state/nj_newjersey.py @@ -1,6 +1,6 @@ # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. -from .general import _state_applies +from .general import _state_applies, sit_wage def nj_newjersey_state_income_withholding(payslip, categories, worked_days, inputs): @@ -19,7 +19,9 @@ def nj_newjersey_state_income_withholding(payslip, categories, worked_days, inpu return 0.0, 0.0 # Determine Wage - wage = categories.GROSS + categories.DED_FIT_EXEMPT + wage = sit_wage(payslip, categories) + if not wage: + return 0.0, 0.0 allowances = payslip.dict.contract_id.us_payroll_config_value('nj_njw4_sit_allowances') sit_rate_table_key = payslip.dict.contract_id.us_payroll_config_value('nj_njw4_sit_rate_table') @@ -34,9 +36,6 @@ def nj_newjersey_state_income_withholding(payslip, categories, worked_days, inpu if not allowances: return 0.0, 0.0 - if wage == 0.0: - return 0.0, 0.0 - gross_taxable_income = wage - (allowance_value * allowances) withholding = 0.0 prior_wage_base = 0.0 diff --git a/l10n_us_hr_payroll/models/state/oh_ohio.py b/l10n_us_hr_payroll/models/state/oh_ohio.py index 4691600a..11ea9e9f 100644 --- a/l10n_us_hr_payroll/models/state/oh_ohio.py +++ b/l10n_us_hr_payroll/models/state/oh_ohio.py @@ -1,6 +1,6 @@ # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. -from .general import _state_applies +from .general import _state_applies, sit_wage def oh_ohio_state_income_withholding(payslip, categories, worked_days, inputs): @@ -18,15 +18,16 @@ def oh_ohio_state_income_withholding(payslip, categories, worked_days, inputs): return 0.0, 0.0 # Determine Wage - wage = categories.GROSS + categories.DED_FIT_EXEMPT + 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') exemptions = payslip.dict.contract_id.us_payroll_config_value('oh_it4_sit_exemptions') exemption_rate = payslip.dict.rule_parameter('us_oh_sit_exemption_rate') withholding_rate = payslip.dict.rule_parameter('us_oh_sit_rate') multiplier_rate = payslip.dict.rule_parameter('us_oh_sit_multiplier') - if wage == 0.0: - return 0.0, 0.0 taxable_wage = (wage * pay_periods) - (exemption_rate * (exemptions or 0)) withholding = 0.0 diff --git a/l10n_us_hr_payroll/models/state/va_virginia.py b/l10n_us_hr_payroll/models/state/va_virginia.py index e2cae3e2..a4929bca 100644 --- a/l10n_us_hr_payroll/models/state/va_virginia.py +++ b/l10n_us_hr_payroll/models/state/va_virginia.py @@ -1,6 +1,6 @@ # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. -from .general import _state_applies +from .general import _state_applies, sit_wage def va_virginia_state_income_withholding(payslip, categories, worked_days, inputs): @@ -18,7 +18,10 @@ def va_virginia_state_income_withholding(payslip, categories, worked_days, input return 0.0, 0.0 # Determine Wage - wage = categories.GROSS + categories.DED_FIT_EXEMPT + 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') personal_exemptions = payslip.dict.contract_id.us_payroll_config_value('va_va4_sit_exemptions') @@ -27,8 +30,6 @@ def va_virginia_state_income_withholding(payslip, categories, worked_days, input other_exemption_rate = payslip.dict.rule_parameter('us_va_sit_other_exemption_rate') deduction = payslip.dict.rule_parameter('us_va_sit_deduction') withholding_rate = payslip.dict.rule_parameter('us_va_sit_rate') - if wage == 0.0: - return 0.0, 0.0 taxable_wage = (wage * pay_periods) - (deduction + (personal_exemptions * personal_exemption_rate) + (other_exemptions * other_exemption_rate)) withholding = 0.0 From bbea403f33eb0b17e701d38fb21d14c7db216ce7 Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Wed, 5 Feb 2020 11:30:31 -0500 Subject: [PATCH 07/12] IMP `l10n_us_hr_payroll` Port `l10n_us_ar_hr_payroll` AR Arkansas including migration --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 3 + l10n_us_hr_payroll/data/state/ar_arkansas.xml | 137 ++++++++++++++++++ l10n_us_hr_payroll/migrations/data.py | 17 +++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + .../models/state/ar_arkansas.py | 47 ++++++ .../models/us_payroll_config.py | 2 + l10n_us_hr_payroll/tests/__init__.py | 3 + .../tests/test_us_ar_arkansas_payslip_2019.py | 72 +++++++++ .../tests/test_us_ar_arkansas_payslip_2020.py | 35 +++++ .../views/us_payroll_config_views.xml | 6 + 11 files changed, 325 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/ar_arkansas.xml create mode 100644 l10n_us_hr_payroll/models/state/ar_arkansas.py create mode 100644 l10n_us_hr_payroll/tests/test_us_ar_arkansas_payslip_2019.py create mode 100644 l10n_us_hr_payroll/tests/test_us_ar_arkansas_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index e6bb1b7e..065334d3 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/ar_arkansas.xml', 'data/state/fl_florida.xml', 'data/state/ga_georgia.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 e18d015e..573f2c59 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_ar_suta'), + ref('hr_payroll_rule_ee_us_ar_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/ar_arkansas.xml b/l10n_us_hr_payroll/data/state/ar_arkansas.xml new file mode 100644 index 00000000..fcc162eb --- /dev/null +++ b/l10n_us_hr_payroll/data/state/ar_arkansas.xml @@ -0,0 +1,137 @@ + + + + + + US AR Arkansas SUTA Wage Base + us_ar_suta_wage_base + 10000.0 + + + + US AR Arkansas SUTA Wage Base + us_ar_suta_wage_base + 8000.0 + + + + + + + + US AR Arkansas SUTA Rate + us_ar_suta_rate + 3.2 + + + + US AR Arkansas SUTA Rate + us_ar_suta_rate + 2.9 + + + + + + + US AR Arkansas SIT Tax Rate + us_ar_sit_tax_rate + [ + ( 4599, 0.0, 0.00), + ( 9099, 2.0, 91.98), + ( 13699, 3.0, 182.97), + ( 22599, 3.4, 237.77), + ( 37899, 5.0, 421.46), + ( 80800, 5.9, 762.55), + ( 81800, 6.6, 1243.40), + ( 82800, 6.6, 1143.40), + ( 84100, 6.6, 1043.40), + ( 85200, 6.6, 943.40), + ( 86200, 6.6, 843.40), + ( 'inf', 6.6, 803.40), + ] + + + + US AR Arkansas SIT Tax Rate + us_ar_sit_tax_rate + [ + ( 4599, 0.0, 0.00), + ( 9099, 2.0, 91.98), + ( 13699, 3.0, 182.97), + ( 22599, 3.4, 237.77), + ( 37899, 5.0, 421.46), + ( 80800, 5.9, 762.55), + ( 81800, 6.6, 1243.40), + ( 82800, 6.6, 1143.40), + ( 84100, 6.6, 1043.40), + ( 85200, 6.6, 943.40), + ( 86200, 6.6, 843.40), + ( 'inf', 6.6, 803.40), + ] + + + + + + + US AR Arkansas Allowances Rate + us_ar_sit_standard_deduction_rate + 2200.0 + + + + US AR Arkansas Allowances Rate + us_ar_sit_standard_deduction_rate + 2200.0 + + + + + + + US Arkansas - Department of Workforce Solutions - Unemployment Tax + + + US Arkansas - Department of Workforce Solutions - Unemployment Tax + + + + + US Arkansas - Department of Financial Administration - Income Tax + + + US Arkansas - Department of Financial Administration - Income Tax + + + + + + + + + + ER: US AR Arkansas State Unemployment + ER_US_AR_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ar_suta_wage_base', rate='us_ar_suta_rate', state_code='AR') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_ar_suta_wage_base', rate='us_ar_suta_rate', state_code='AR') + + + + + + + + EE: US AR Arkansas State Income Tax Withholding + EE_US_AR_SIT + python + result, _ = ar_arkansas_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = ar_arkansas_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 432b3680..10951185 100644 --- a/l10n_us_hr_payroll/migrations/data.py +++ b/l10n_us_hr_payroll/migrations/data.py @@ -9,6 +9,10 @@ FIELDS_CONTRACT_TO_US_PAYROLL_FORMS_2020 = { 'fica_exempt': 'fed_941_fica_exempt', 'futa_type': 'fed_940_type', # State + 'ar_w4_allowances': 'ar_ar4ec_sit_allowances', + 'ar_w4_tax_exempt': 'state_income_tax_exempt', + 'ar_w4_additional_wh': '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', @@ -68,6 +72,11 @@ 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_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', + 'l10n_us_ar_hr_payroll.hr_payroll_rules_ar_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', @@ -182,6 +191,14 @@ 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_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', + 'l10n_us_ar_hr_payroll.contrib_register_ar_dfa_withhold': 'l10n_us_hr_payroll.contrib_register_us_ar_dor_sit', + 'l10n_us_ar_hr_payroll.hr_payroll_rules_ar_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_ar_suta', + 'l10n_us_ar_hr_payroll.hr_payroll_rules_ar_inc_withhold': 'l10n_us_hr_payroll', + 'l10n_us_ar_hr_payroll.': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_ar_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 c2174f97..cab0c257 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.ar_arkansas import ar_arkansas_state_income_withholding from .state.ga_georgia import ga_georgia_state_income_withholding from .state.mi_michigan import mi_michigan_state_income_withholding from .state.mn_minnesota import mn_minnesota_state_income_withholding @@ -58,6 +59,7 @@ class HRPayslip(models.Model): 'general_state_unemployment': general_state_unemployment, 'general_state_income_withholding': general_state_income_withholding, 'is_us_state': is_us_state, + 'ar_arkansas_state_income_withholding': ar_arkansas_state_income_withholding, 'ga_georgia_state_income_withholding': ga_georgia_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/ar_arkansas.py b/l10n_us_hr_payroll/models/state/ar_arkansas.py new file mode 100644 index 00000000..87190e62 --- /dev/null +++ b/l10n_us_hr_payroll/models/state/ar_arkansas.py @@ -0,0 +1,47 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies, sit_wage + + +def ar_arkansas_state_income_withholding(payslip, categories, worked_days, inputs): + """ + Returns SIT eligible wage and rate. + + :return: result, result_rate (wage, percent) + """ + state_code = 'AR' + if not _state_applies(payslip, state_code): + return 0.0, 0.0 + + if payslip.dict.contract_id.us_payroll_config_value('state_income_tax_exempt'): + return 0.0, 0.0 + + # Determine Wage + wage = sit_wage(payslip, categories) + if wage == 0.0: + 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') + sit_tax_rate = payslip.dict.rule_parameter('us_ar_sit_tax_rate') + standard_deduction = payslip.dict.rule_parameter('us_ar_sit_standard_deduction_rate') + allowances = payslip.dict.contract_id.us_payroll_config_value('ar_ar4ec_sit_allowances') + + allowances_amt = allowances * 26.0 + taxable_income = (wage * pay_periods) - standard_deduction + if taxable_income < 87001.0: + taxable_income = (taxable_income // 50) * 50.0 + 50.0 + + withholding = 0.0 + for row in sit_tax_rate: + cap, rate, adjust_amount = row + cap = float(cap) + if cap > taxable_income: + withholding = (((rate / 100.0) * taxable_income) - adjust_amount) - allowances_amt + break + + # In case withholding or taxable_income is negative + withholding = max(withholding, 0.0) + withholding = round(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 fd21e0d2..b269cab7 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -51,6 +51,8 @@ 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)') + ar_ar4ec_sit_allowances = fields.Integer(string='Arkansas AR4EC allowances', help='AR4EC 3.') + 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 711bb35c..83e839d9 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_ar_arkansas_payslip_2019 +from . import test_us_ar_arkansas_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_ar_arkansas_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_ar_arkansas_payslip_2019.py new file mode 100644 index 00000000..73b0f59c --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_ar_arkansas_payslip_2019.py @@ -0,0 +1,72 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip, process_payslip + + +class TestUsARPayslip(TestUsPayslip): + # https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/whformula.pdf Calculation based on this file. + AR_UNEMP_MAX_WAGE = 10000.00 + AR_UNEMP = -3.2 / 100.0 + AR_INC_TAX = -0.0535 + + def test_taxes_monthly(self): + salary = 2127.0 + schedule_pay = 'monthly' + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AR'), + state_income_tax_additional_withholding=0.0, + ar_ar4ec_sit_allowances=2.0, + state_income_tax_exempt=False, + schedule_pay='monthly') + + self._log('2019 Arkansas tax first payslip weekly:') + payslip = self._createPayslip(employee, '2019-01-01', '2019-01-31') + payslip.compute_sheet() + cats = self._getCategories(payslip) + + # Not exempt from rule 1 or rule 2 - unemployment wages., and actual unemployment. + self.assertPayrollEqual(cats['ER_US_SUTA'], salary * self.AR_UNEMP) + + process_payslip(payslip) + + # Make a new payslip, this one will have maximums + remaining_AR_UNEMP_wages = self.AR_UNEMP_MAX_WAGE - salary if (self.AR_UNEMP_MAX_WAGE - 2*salary < salary) else salary + # We reached the cap of 10000.0 in the first payslip. + self._log('2019 Arkansas 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_AR_UNEMP_wages * self.AR_UNEMP) + + def test_additional_withholding(self): + salary = 5000.0 + schedule_pay = 'monthly' + pay_periods = 12 + allowances = 2 + # TODO: comment on how it was calculated + test_ar_amt = 2598.60 + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AR'), + state_income_tax_additional_withholding=100.0, + ar_ar4ec_sit_allowances=2.0, + state_income_tax_exempt=False, + schedule_pay='monthly') + + + self._log('2019 Arkansas 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.AR_UNEMP) + # TODO: change to hand the test_ar_amt already be divided by pay periods + self.assertPayrollAlmostEqual(cats['EE_US_SIT'], -round(test_ar_amt / pay_periods) - 100) + + process_payslip(payslip) diff --git a/l10n_us_hr_payroll/tests/test_us_ar_arkansas_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_ar_arkansas_payslip_2020.py new file mode 100644 index 00000000..bf630b6c --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_ar_arkansas_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 TestUsARPayslip(TestUsPayslip): + # Taxes and Rates + AR_UNEMP_MAX_WAGE = 8000.0 + AR_UNEMP = 2.9 + + def _test_sit(self, wage, exemptions, allowances, additional_withholding, schedule_pay, date_start, expected_withholding): + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wage, + state_id=self.get_us_state('AR'), + state_income_tax_exempt=exemptions, + state_income_tax_additional_withholding=additional_withholding, + ar_ar4ec_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('AR', self.AR_UNEMP, date(2020, 1, 1), wage_base=self.AR_UNEMP_MAX_WAGE) + self._test_sit(5000.0, True, 0.0, 0, 'monthly', date(2020, 1, 1), 0.0) + self._test_sit(5000.0, False, 0.0, 0, 'monthly', date(2020, 1, 1), 221.0) + self._test_sit(5000.0, False, 0.0, 150, 'monthly', date(2020, 1, 1), 371.0) + self._test_sit(5000.0, False, 2.0, 0, 'monthly', date(2020, 1, 1), 217) + self._test_sit(5000.0, False, 2.0, 150, 'monthly', date(2020, 1, 1), 367) 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 12e5c507..51a4c6b9 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 +44,12 @@ + +

Form AR4EC - State Income Tax

+ + + +

No additional fields.

 From fc99e98cd820a4d28bf59c80ed42e5fde1a76f51 Mon Sep 17 00:00:00 2001 From: Jared Kipe Date: Wed, 5 Feb 2020 13:58:06 -0800 Subject: [PATCH 08/12] FIX `l10n_us_hr_payroll` Migration script data for AR missing new rule name. --- l10n_us_hr_payroll/migrations/data.py | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/l10n_us_hr_payroll/migrations/data.py b/l10n_us_hr_payroll/migrations/data.py index 10951185..9208eb49 100644 --- a/l10n_us_hr_payroll/migrations/data.py +++ b/l10n_us_hr_payroll/migrations/data.py @@ -196,7 +196,7 @@ XMLIDS_TO_RENAME_2020 = { 'l10n_us_ar_hr_payroll.contrib_register_ar_dws_unemp': 'l10n_us_hr_payroll.contrib_register_us_ar_dor', 'l10n_us_ar_hr_payroll.contrib_register_ar_dfa_withhold': 'l10n_us_hr_payroll.contrib_register_us_ar_dor_sit', 'l10n_us_ar_hr_payroll.hr_payroll_rules_ar_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_ar_suta', - 'l10n_us_ar_hr_payroll.hr_payroll_rules_ar_inc_withhold': 'l10n_us_hr_payroll', + 'l10n_us_ar_hr_payroll.hr_payroll_rules_ar_inc_withhold': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_ar_sit', 'l10n_us_ar_hr_payroll.': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_ar_sit', 'l10n_us_fl_hr_payroll.hr_payroll_rules_fl_unemp_2018': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_fl_suta', From da987a4cd0289f0ee71250c94def8a42c1046b8d Mon Sep 17 00:00:00 2001 From: Jared Kipe Date: Wed, 5 Feb 2020 14:08:52 -0800 Subject: [PATCH 09/12] FIX `l10n_us_hr_payroll` Migration script data for AR missing old rule name. --- l10n_us_hr_payroll/migrations/data.py | 1 - 1 file changed, 1 deletion(-) diff --git a/l10n_us_hr_payroll/migrations/data.py b/l10n_us_hr_payroll/migrations/data.py index 9208eb49..ea3435a0 100644 --- a/l10n_us_hr_payroll/migrations/data.py +++ b/l10n_us_hr_payroll/migrations/data.py @@ -197,7 +197,6 @@ XMLIDS_TO_RENAME_2020 = { 'l10n_us_ar_hr_payroll.contrib_register_ar_dfa_withhold': 'l10n_us_hr_payroll.contrib_register_us_ar_dor_sit', 'l10n_us_ar_hr_payroll.hr_payroll_rules_ar_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_ar_suta', 'l10n_us_ar_hr_payroll.hr_payroll_rules_ar_inc_withhold': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_ar_sit', - 'l10n_us_ar_hr_payroll.': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_ar_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', From a30b816afc1856660e27186798bd1b4381f6b330 Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Tue, 11 Feb 2020 14:14:40 -0500 Subject: [PATCH 10/12] IMP `l10n_us_hr_payroll` Port `l10n_us_il_hr_payroll` IL Illinois including migration --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 3 + l10n_us_hr_payroll/data/state/il_illinois.xml | 111 ++++++++++++++++++ l10n_us_hr_payroll/migrations/data.py | 16 +++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + .../models/state/il_illinois.py | 35 ++++++ .../models/us_payroll_config.py | 3 + l10n_us_hr_payroll/tests/__init__.py | 3 + .../tests/test_us_il_illinois_payslip_2019.py | 71 +++++++++++ .../tests/test_us_il_illinois_payslip_2020.py | 36 ++++++ .../views/us_payroll_config_views.xml | 6 + 11 files changed, 287 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/il_illinois.xml create mode 100644 l10n_us_hr_payroll/models/state/il_illinois.py create mode 100644 l10n_us_hr_payroll/tests/test_us_il_illinois_payslip_2019.py create mode 100644 l10n_us_hr_payroll/tests/test_us_il_illinois_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index 065334d3..350b82c5 100755 --- a/l10n_us_hr_payroll/__manifest__.py +++ b/l10n_us_hr_payroll/__manifest__.py @@ -31,6 +31,7 @@ USA Payroll Rules. 'data/state/ar_arkansas.xml', 'data/state/fl_florida.xml', 'data/state/ga_georgia.xml', + 'data/state/il_illinois.xml', 'data/state/mi_michigan.xml', 'data/state/mn_minnesota.xml', 'data/state/mo_missouri.xml', diff --git a/l10n_us_hr_payroll/data/final.xml b/l10n_us_hr_payroll/data/final.xml index 573f2c59..4b6f5d8a 100644 --- a/l10n_us_hr_payroll/data/final.xml +++ b/l10n_us_hr_payroll/data/final.xml @@ -24,6 +24,9 @@ ref('hr_payroll_rule_er_us_ga_suta'), ref('hr_payroll_rule_ee_us_ga_sit'), + ref('hr_payroll_rule_er_us_il_suta'), + ref('hr_payroll_rule_ee_us_il_sit'), + ref('hr_payroll_rule_er_us_mn_suta'), ref('hr_payroll_rule_ee_us_mn_sit'), diff --git a/l10n_us_hr_payroll/data/state/il_illinois.xml b/l10n_us_hr_payroll/data/state/il_illinois.xml new file mode 100644 index 00000000..1f51bc52 --- /dev/null +++ b/l10n_us_hr_payroll/data/state/il_illinois.xml @@ -0,0 +1,111 @@ + + + + + + US IL Illinois SUTA Wage Base + us_il_suta_wage_base + 12960.0 + + + + US IL Illinois SUTA Wage Base + us_il_suta_wage_base + 12740.0 + + + + + + + + US IL Illinois SUTA Rate + us_il_suta_rate + 3.175 + + + + US IL Illinois SUTA Rate + us_il_suta_rate + 3.130 + + + + + + + US IL Illinois Basic Allowances Rate + us_il_sit_basic_allowances_rate + 2275.0 + + + + US IL Illinois Basic Allowances Rate + us_il_sit_basic_allowances_rate + 2325.0 + + + + + + + US IL Illinois Additional Allowances Rate + us_il_sit_additional_allowances_rate + 1000.0 + + + + US IL Illinois Additional Allowances Rate + us_il_sit_additional_allowances_rate + 1000.0 + + + + + + + US Illinois - Department of Economic Security (IDES) - Unemployment Tax + + + US Illinois - Department of Economic Security (IDES) - Unemployment Tax + + + + + US Illinois - Department of Revenue (IDOR) - Income Tax + + + US Illinois - Department of Revenue (IDOR) - Unemployment Tax + + + + + + + + + + ER: US IL Illinois State Unemployment + ER_US_IL_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_il_suta_wage_base', rate='us_il_suta_rate', state_code='IL') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_il_suta_wage_base', rate='us_il_suta_rate', state_code='IL') + + + + + + + + EE: US IL Illinois State Income Tax Withholding + EE_US_IL_SIT + python + result, _ = il_illinois_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = il_illinois_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 ea3435a0..4ab21ec1 100644 --- a/l10n_us_hr_payroll/migrations/data.py +++ b/l10n_us_hr_payroll/migrations/data.py @@ -18,6 +18,10 @@ 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', + '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', + 'mi_w4_exemptions': 'mi_w4_sit_exemptions', 'mi_w4_tax_exempt': 'state_income_tax_exempt', 'mi_w4_additional_wh': 'state_income_tax_additional_withholding', @@ -86,6 +90,11 @@ 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_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', + 'l10n_us_il_hr_payroll.hr_payroll_rules_il_unemp_wages', + 'l10n_us_mi_hr_payroll.hr_payroll_mi_unemp_wages', 'l10n_us_mi_hr_payroll.hr_payroll_mi_unemp', 'l10n_us_mi_hr_payroll.hr_payroll_mi_income_withhold', @@ -209,6 +218,13 @@ 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_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', + 'l10n_us_il_hr_payroll.contrib_register_il_dor_withhold': 'l10n_us_hr_payroll.contrib_register_us_il_dor_sit', + 'l10n_us_il_hr_payroll.hr_payroll_rules_il_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_il_suta', + 'l10n_us_il_hr_payroll.hr_payroll_rules_il_inc_withhold': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_il_sit', + 'l10n_us_mi_hr_payroll.res_partner_mi_uia_unemp': 'l10n_us_hr_payroll.res_partner_us_mi_dor', 'l10n_us_mi_hr_payroll.res_partner_mi_dot_withhold': 'l10n_us_hr_payroll.res_partner_us_mi_dor_sit', 'l10n_us_mi_hr_payroll.contrib_register_mi_uia_unemp': 'l10n_us_hr_payroll.contrib_register_us_mi_dor', diff --git a/l10n_us_hr_payroll/models/hr_payslip.py b/l10n_us_hr_payroll/models/hr_payslip.py index cab0c257..db723ea4 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.general import general_state_unemployment, \ is_us_state from .state.ar_arkansas import ar_arkansas_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 from .state.mn_minnesota import mn_minnesota_state_income_withholding from .state.mo_missouri import mo_missouri_state_income_withholding @@ -61,6 +62,7 @@ class HRPayslip(models.Model): 'is_us_state': is_us_state, 'ar_arkansas_state_income_withholding': ar_arkansas_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, 'mn_minnesota_state_income_withholding': mn_minnesota_state_income_withholding, 'mo_missouri_state_income_withholding': mo_missouri_state_income_withholding, diff --git a/l10n_us_hr_payroll/models/state/il_illinois.py b/l10n_us_hr_payroll/models/state/il_illinois.py new file mode 100644 index 00000000..e0e920a3 --- /dev/null +++ b/l10n_us_hr_payroll/models/state/il_illinois.py @@ -0,0 +1,35 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies, sit_wage + + +def il_illinois_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 = 'IL' + 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') + basic_allowances_rate = payslip.dict.rule_parameter('us_il_sit_basic_allowances_rate') + additional_allowances_rate = payslip.dict.rule_parameter('us_il_sit_additional_allowances_rate') + basic_allowances = payslip.dict.contract_id.us_payroll_config_value('il_w4_sit_basic_allowances') + additional_allowances = payslip.dict.contract_id.us_payroll_config_value('il_w4_sit_additional_allowances') + + rate = 4.95 / 100.0 + withholding = rate * (wage - (((basic_allowances * basic_allowances_rate) + (additional_allowances * + additional_allowances_rate)) / pay_periods)) + if withholding < 0.0: + 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 b269cab7..ad0ab52e 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -66,6 +66,9 @@ class HRContractUSPayrollConfig(models.Model): ga_g4_sit_additional_allowances = fields.Integer(string='Georgia G-4 Additional Allowances', help='G-4 5.') + 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.') + mi_w4_sit_exemptions = fields.Integer(string='Michigan MI W-4 Exemptions', help='MI-W4 6.') mn_w4mn_sit_filing_status = fields.Selection([ diff --git a/l10n_us_hr_payroll/tests/__init__.py b/l10n_us_hr_payroll/tests/__init__.py index 83e839d9..56d2a837 100755 --- a/l10n_us_hr_payroll/tests/__init__.py +++ b/l10n_us_hr_payroll/tests/__init__.py @@ -13,6 +13,9 @@ 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_il_illinois_payslip_2019 +from . import test_us_il_illinois_payslip_2020 + from . import test_us_mi_michigan_payslip_2019 from . import test_us_mi_michigan_payslip_2020 diff --git a/l10n_us_hr_payroll/tests/test_us_il_illinois_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_il_illinois_payslip_2019.py new file mode 100644 index 00000000..ba633607 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_il_illinois_payslip_2019.py @@ -0,0 +1,71 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip, process_payslip + + +class TestUsILPayslip(TestUsPayslip): + # TAXES AND RATES + IL_UNEMP_MAX_WAGE = 12960.00 + IL_UNEMP = -(3.175 / 100.0) + + def test_taxes_monthly(self): + salary = 15000.00 + schedule_pay = 'monthly' + basic_allowances = 1 + additional_allowances = 1 + flat_rate = (4.95 / 100) + wh_to_test = -(flat_rate * (salary - ((basic_allowances * 2275 + additional_allowances * 1000) / 12.0))) + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('IL'), + state_income_tax_additional_withholding=0.0, + il_w4_sit_basic_allowances=1.0, + il_w4_sit_additional_allowances=1.0, + schedule_pay='monthly') + + self._log('2019 Illinois 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.IL_UNEMP_MAX_WAGE * self.IL_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh_to_test) + + process_payslip(payslip) + + remaining_IL_UNEMP_wages = 0.0 # We already reached max unemployment wages. + + self._log('2019 Illinois 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_IL_UNEMP_wages * self.IL_UNEMP) + + def test_taxes_with_additional_wh(self): + salary = 15000.00 + schedule_pay = 'monthly' + basic_allowances = 1 + additional_allowances = 1 + additional_wh = 15.0 + flat_rate = (4.95 / 100) + wh_to_test = -(flat_rate * (salary - ((basic_allowances * 2275 + additional_allowances * 1000) / 12.0)) + additional_wh) + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('IL'), + state_income_tax_additional_withholding=15.0, + il_w4_sit_basic_allowances=1.0, + il_w4_sit_additional_allowances=1.0, + schedule_pay='monthly') + + self._log('2019 Illinois 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.IL_UNEMP_MAX_WAGE * self.IL_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh_to_test) diff --git a/l10n_us_hr_payroll/tests/test_us_il_illinois_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_il_illinois_payslip_2020.py new file mode 100644 index 00000000..244c383c --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_il_illinois_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 TestUsILPayslip(TestUsPayslip): + # Taxes and Rates + MI_UNEMP_MAX_WAGE = 12740.0 + MI_UNEMP = 3.130 + + def _test_sit(self, wage, additional_withholding, basic_allowances, additional_allowances, schedule_pay, date_start, expected_withholding): + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wage, + state_id=self.get_us_state('IL'), + state_income_tax_additional_withholding=additional_withholding, + il_w4_sit_basic_allowances=basic_allowances, + il_w4_sit_additional_allowances=additional_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('IL', self.MI_UNEMP, date(2020, 1, 1), wage_base=self.MI_UNEMP_MAX_WAGE) + self._test_sit(800.0, 0.0, 2, 2, 'weekly', date(2020, 1, 1), 33.27) + self._test_sit(800.0, 10.0, 2, 2, 'weekly', date(2020, 1, 1), 43.27) + self._test_sit(2500.0, 0.0, 1, 1, 'monthly', date(2020, 1, 1), 110.04) + self._test_sit(2500.0, 0.0, 0, 0, 'monthly', date(2020, 1, 1), 123.75) + self._test_sit(3000.0, 15.0, 0, 0, 'quarterly', date(2020, 1, 1), 163.50) + 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 51a4c6b9..c8501063 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -61,6 +61,12 @@ + +

Form IL-W-4 - State Income Tax

+ + + +

Form MI-W4 - State Income Tax

From 1d9ce377857df522084dd906eb44f3ad491a7f1d Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Thu, 13 Feb 2020 12:32:57 -0500 Subject: [PATCH 11/12] IMP `l10n_us_hr_payroll` Port `l10n_us_az_hr_payroll` AZ Arizona including migration --- l10n_us_hr_payroll/__manifest__.py | 1 + l10n_us_hr_payroll/data/final.xml | 3 + l10n_us_hr_payroll/data/state/az_arizona.xml | 81 +++++++++++++++++++ l10n_us_hr_payroll/migrations/data.py | 15 ++++ l10n_us_hr_payroll/models/hr_payslip.py | 2 + l10n_us_hr_payroll/models/state/az_arizona.py | 35 ++++++++ .../models/us_payroll_config.py | 4 + l10n_us_hr_payroll/tests/__init__.py | 3 + .../tests/test_us_az_arizona_payslip_2019.py | 72 +++++++++++++++++ .../tests/test_us_az_arizona_payslip_2020.py | 33 ++++++++ .../views/us_payroll_config_views.xml | 5 ++ 11 files changed, 254 insertions(+) create mode 100644 l10n_us_hr_payroll/data/state/az_arizona.xml create mode 100644 l10n_us_hr_payroll/models/state/az_arizona.py create mode 100644 l10n_us_hr_payroll/tests/test_us_az_arizona_payslip_2019.py create mode 100644 l10n_us_hr_payroll/tests/test_us_az_arizona_payslip_2020.py diff --git a/l10n_us_hr_payroll/__manifest__.py b/l10n_us_hr_payroll/__manifest__.py index 350b82c5..41d93477 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/ar_arkansas.xml', + 'data/state/az_arizona.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 4b6f5d8a..23b5beef 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_ar_suta'), ref('hr_payroll_rule_ee_us_ar_sit'), + ref('hr_payroll_rule_er_us_az_suta'), + ref('hr_payroll_rule_ee_us_az_sit'), + ref('hr_payroll_rule_er_us_fl_suta'), ref('hr_payroll_rule_er_us_ga_suta'), diff --git a/l10n_us_hr_payroll/data/state/az_arizona.xml b/l10n_us_hr_payroll/data/state/az_arizona.xml new file mode 100644 index 00000000..e83a174e --- /dev/null +++ b/l10n_us_hr_payroll/data/state/az_arizona.xml @@ -0,0 +1,81 @@ + + + + + + US AZ Arizona SUTA Wage Base + us_az_suta_wage_base + 7000.0 + + + + US AZ Arizona SUTA Wage Base + us_az_suta_wage_base + 7000.0 + + + + + + + + US AZ Arizona SUTA Rate + us_az_suta_rate + 2.0 + + + + US AZ Arizona SUTA Rate + us_az_suta_rate + 2.0 + + + + + + + US Arizona - Department of Economic Security (ADES) - Unemployment Tax + + + US Arizona - Department of Economic Security (ADES) - Unemployment Tax + + + + + US Arizona - Department of Revenue (ADOR) - Income Tax + + + US Arizona - Department of Revenue (ADOR) - Unemployment Tax + + + + + + + + + + ER: US AZ Arizona State Unemployment + ER_US_AZ_SUTA + python + result, _ = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_az_suta_wage_base', rate='us_az_suta_rate', state_code='AZ') + code + result, result_rate = general_state_unemployment(payslip, categories, worked_days, inputs, wage_base='us_az_suta_wage_base', rate='us_az_suta_rate', state_code='AZ') + + + + + + + + EE: US AZ Arizona State Income Tax Withholding + EE_US_AZ_SIT + python + result, _ = az_arizona_state_income_withholding(payslip, categories, worked_days, inputs) + code + result, result_rate = az_arizona_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 4ab21ec1..e6077043 100644 --- a/l10n_us_hr_payroll/migrations/data.py +++ b/l10n_us_hr_payroll/migrations/data.py @@ -13,6 +13,9 @@ FIELDS_CONTRACT_TO_US_PAYROLL_FORMS_2020 = { 'ar_w4_tax_exempt': 'state_income_tax_exempt', 'ar_w4_additional_wh': 'state_income_tax_additional_withholding', + 'az_a4_withholding_percentage': 'az_a4_sit_withholding_percentage', + 'az_a4_additional_withholding': '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', @@ -81,6 +84,11 @@ XMLIDS_TO_REMOVE_2020 = [ 'l10n_us_ar_hr_payroll.hr_payroll_ar_income_withhold', 'l10n_us_ar_hr_payroll.hr_payroll_rules_ar_unemp_wages', + 'l10n_us_az_hr_payroll.hr_payroll_az_unemp_wages', + 'l10n_us_az_hr_payroll.hr_payroll_az_unemp', + 'l10n_us_az_hr_payroll.hr_payroll_az_income_withhold', + 'l10n_us_az_hr_payroll.hr_payroll_rules_az_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', @@ -207,6 +215,13 @@ XMLIDS_TO_RENAME_2020 = { 'l10n_us_ar_hr_payroll.hr_payroll_rules_ar_unemp': 'l10n_us_hr_payroll.hr_payroll_rule_er_us_ar_suta', 'l10n_us_ar_hr_payroll.hr_payroll_rules_ar_inc_withhold': 'l10n_us_hr_payroll.hr_payroll_rule_ee_us_ar_sit', + 'l10n_us_az_hr_payroll.res_partner_az_des_unemp': 'l10n_us_hr_payroll.res_partner_us_az_dor', + 'l10n_us_az_hr_payroll.res_partner_az_dor_withhold': 'l10n_us_hr_payroll.res_partner_us_az_dor_sit', + 'l10n_us_az_hr_payroll.contrib_register_az_des_unemp': 'l10n_us_hr_payroll.contrib_register_us_az_dor', + 'l10n_us_az_hr_payroll.contrib_register_az_dor_withhold': 'l10n_us_hr_payroll.contrib_register_us_az_dor_sit', + '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_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 db723ea4..449861d9 100644 --- a/l10n_us_hr_payroll/models/hr_payslip.py +++ b/l10n_us_hr_payroll/models/hr_payslip.py @@ -15,6 +15,7 @@ from .state.general import general_state_unemployment, \ general_state_income_withholding, \ is_us_state 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 from .state.il_illinois import il_illinois_state_income_withholding from .state.mi_michigan import mi_michigan_state_income_withholding @@ -61,6 +62,7 @@ class HRPayslip(models.Model): 'general_state_income_withholding': general_state_income_withholding, 'is_us_state': is_us_state, '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, '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/az_arizona.py b/l10n_us_hr_payroll/models/state/az_arizona.py new file mode 100644 index 00000000..5878a7b9 --- /dev/null +++ b/l10n_us_hr_payroll/models/state/az_arizona.py @@ -0,0 +1,35 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .general import _state_applies, sit_wage + + +def az_arizona_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 = 'AZ' + 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 + additional = payslip.dict.contract_id.us_payroll_config_value('state_income_tax_additional_withholding') + withholding_percent = payslip.dict.contract_id.us_payroll_config_value('az_a4_sit_withholding_percentage') + + if withholding_percent <= 0.0: + return 0.0, 0.0 + + wh_percentage = withholding_percent / 100.0 + withholding = wage * wh_percentage + + if withholding < 0.0: + 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 ad0ab52e..0284c170 100644 --- a/l10n_us_hr_payroll/models/us_payroll_config.py +++ b/l10n_us_hr_payroll/models/us_payroll_config.py @@ -53,6 +53,10 @@ class HRContractUSPayrollConfig(models.Model): ar_ar4ec_sit_allowances = fields.Integer(string='Arkansas AR4EC allowances', help='AR4EC 3.') + az_a4_sit_withholding_percentage = fields.Float( + string='Arizona A-4 Withholding Percentage', + help='A-4 1. (0.8 or 1.3 or 1.8 or 2.7 or 3.6 or 4.2 or 5.1 or 0 for exempt.') + 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 56d2a837..7d4abae5 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_ar_arkansas_payslip_2019 from . import test_us_ar_arkansas_payslip_2020 +from . import test_us_az_arizona_payslip_2019 +from . import test_us_az_arizona_payslip_2020 + from . import test_us_fl_florida_payslip_2019 from . import test_us_fl_florida_payslip_2020 diff --git a/l10n_us_hr_payroll/tests/test_us_az_arizona_payslip_2019.py b/l10n_us_hr_payroll/tests/test_us_az_arizona_payslip_2019.py new file mode 100644 index 00000000..b97063b6 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_az_arizona_payslip_2019.py @@ -0,0 +1,72 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from .common import TestUsPayslip, process_payslip + + +class TestUsAZPayslip(TestUsPayslip): + + # TAXES AND RATES + AZ_UNEMP_MAX_WAGE = 7000.00 + AZ_UNEMP = -(2.00 / 100.0) + + def test_taxes_with_additional_wh(self): + salary = 15000.00 + schedule_pay = 'weekly' + withholding_percentage = 5.1 + percent_wh = (5.10 / 100) # 5.1% + additional_wh = 12.50 + + wh_to_test = -((percent_wh * salary) + additional_wh) + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AZ'), + state_income_tax_additional_withholding=12.50, + az_a4_sit_withholding_percentage=withholding_percentage, + schedule_pay=schedule_pay) + + self._log('2019 Arizona 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'], self.AZ_UNEMP_MAX_WAGE * self.AZ_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh_to_test) + + process_payslip(payslip) + + remaining_AZ_UNEMP_wages = 0.0 # We already reached max unemployment wages. + + self._log('2019 Arizona 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_AZ_UNEMP_wages * self.AZ_UNEMP) + + def test_taxes_monthly(self): + salary = 1000.00 + schedule_pay = 'monthly' + withholding_percentage = 2.7 + percent_wh = (2.70 / 100) # 2.7% + additional_wh = 0.0 + wh_to_test = -((percent_wh * salary) + additional_wh) + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=salary, + state_id=self.get_us_state('AZ'), + state_income_tax_additional_withholding=0.0, + az_a4_sit_withholding_percentage=withholding_percentage, + schedule_pay=schedule_pay) + + self._log('2019 Arizona 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.AZ_UNEMP) + self.assertPayrollEqual(cats['EE_US_SIT'], wh_to_test) + + process_payslip(payslip) diff --git a/l10n_us_hr_payroll/tests/test_us_az_arizona_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_az_arizona_payslip_2020.py new file mode 100644 index 00000000..d1d14d80 --- /dev/null +++ b/l10n_us_hr_payroll/tests/test_us_az_arizona_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 TestUsAZPayslip(TestUsPayslip): + # Taxes and Rates + AZ_UNEMP_MAX_WAGE = 7000.0 + AZ_UNEMP = 2.0 + + def _test_sit(self, wage, additional_withholding, withholding_percent, schedule_pay, date_start, expected_withholding): + + employee = self._createEmployee() + contract = self._createContract(employee, + wage=wage, + state_id=self.get_us_state('AZ'), + state_income_tax_additional_withholding=additional_withholding, + az_a4_sit_withholding_percentage=withholding_percent, + 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('AZ', self.AZ_UNEMP, date(2020, 1, 1), wage_base=self.AZ_UNEMP_MAX_WAGE) + self._test_sit(1000.0, 0.0, 2.70, 'monthly', date(2020, 1, 1), 27.0) + self._test_sit(1000.0, 10.0, 2.70, 'monthly', date(2020, 1, 1), 37.0) + self._test_sit(15000.0, 0.0, 3.60, 'weekly', date(2020, 1, 1), 540.0) + self._test_sit(8000.0, 0.0, 4.20, 'semi-monthly', date(2020, 1, 1), 336.0) 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 c8501063..0bfa51a9 100644 --- a/l10n_us_hr_payroll/views/us_payroll_config_views.xml +++ b/l10n_us_hr_payroll/views/us_payroll_config_views.xml @@ -50,6 +50,11 @@ + +

Form A-4 - State Income Tax

+ + +

No additional fields.

 From 8ec7a4e7b278fd418be9604840015cbc1e3e1fc4 Mon Sep 17 00:00:00 2001 From: Bhoomi Vaishnani Date: Thu, 13 Feb 2020 17:32:34 -0500 Subject: [PATCH 12/12] FIX `l10n_us_hr_payroll` Changed SUTA Rate for Illinois 2020. --- l10n_us_hr_payroll/data/state/il_illinois.xml | 2 +- .../tests/test_us_il_illinois_payslip_2020.py | 6 +++--- 2 files changed, 4 insertions(+), 4 deletions(-) diff --git a/l10n_us_hr_payroll/data/state/il_illinois.xml b/l10n_us_hr_payroll/data/state/il_illinois.xml index 1f51bc52..731da1fb 100644 --- a/l10n_us_hr_payroll/data/state/il_illinois.xml +++ b/l10n_us_hr_payroll/data/state/il_illinois.xml @@ -27,7 +27,7 @@ US IL Illinois SUTA Rate us_il_suta_rate - 3.130 + 3.125 diff --git a/l10n_us_hr_payroll/tests/test_us_il_illinois_payslip_2020.py b/l10n_us_hr_payroll/tests/test_us_il_illinois_payslip_2020.py index 244c383c..ead932e4 100644 --- a/l10n_us_hr_payroll/tests/test_us_il_illinois_payslip_2020.py +++ b/l10n_us_hr_payroll/tests/test_us_il_illinois_payslip_2020.py @@ -6,8 +6,8 @@ from .common import TestUsPayslip class TestUsILPayslip(TestUsPayslip): # Taxes and Rates - MI_UNEMP_MAX_WAGE = 12740.0 - MI_UNEMP = 3.130 + IL_UNEMP_MAX_WAGE = 12740.0 + IL_UNEMP = 3.125 def _test_sit(self, wage, additional_withholding, basic_allowances, additional_allowances, schedule_pay, date_start, expected_withholding): @@ -27,7 +27,7 @@ class TestUsILPayslip(TestUsPayslip): self.assertPayrollEqual(cats.get('EE_US_SIT', 0.0), -expected_withholding) def test_2020_taxes_example(self): - self._test_er_suta('IL', self.MI_UNEMP, date(2020, 1, 1), wage_base=self.MI_UNEMP_MAX_WAGE) + self._test_er_suta('IL', self.IL_UNEMP, date(2020, 1, 1), wage_base=self.IL_UNEMP_MAX_WAGE) self._test_sit(800.0, 0.0, 2, 2, 'weekly', date(2020, 1, 1), 33.27) self._test_sit(800.0, 10.0, 2, 2, 'weekly', date(2020, 1, 1), 43.27) self._test_sit(2500.0, 0.0, 1, 1, 'monthly', date(2020, 1, 1), 110.04)