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.