Si,

I know this is jumping way ahead, but I spend a lot of time working on our payroll software here and I hope to inject some guidance before things progress too far.

On withholding taxes, the Internal Organization should be tied to a Geo ID, and whatever service is used to calculate withholding should be able to look up the calculation routine for that particular Geo ID.

Our current non-OFBiz payroll software accomodates up to four withholding calculations: federal, state, and two local. In Southern California, we only use federal and state. Other states and countries would have different calculation methods. So bottom line - the service has to be able to pick out the right calculation routine(s) based upon where the employee worked.

Getting a payroll component included in OFBiz would benefit us here, but keeping up with tax laws can be a problem.


Si Chen wrote:

As a very quick look, you'll want to set up your company and your employees as Party, PartyGroup/Person, and a PartyRole of Internal Organization and Employee, then a PartyRelationship of employment. Then you'd want to set up your employment tax agency as a Party and a TaxAuthority. There should probably be some PartyRelationship between the tax agency and the company and the employee. We'll probably need a new entity for TaxAuthority_ similar to TaxAuthorityRateProduct to model the tax rates for paychecks. Then, when you pay your employees, there should be a service to do the withholding.

If this is something you're going to work on and contribute back to the project, we could probably help you with some of it.

Si



On Jul 18, 2006, at 9:09 AM, Daniel Carrasco wrote:

Thanks all,

I will try to be more explanatory:

I need an application that calculate the salary of an employee, the
salary is made up of several items,  they are grouped in two type:
taxable and tax-free, over the taxable items must be apply the
deductions.

The most important deductions are 7% to health system, 12,5 % to
pension system, (depend of the kind of contract) 0,8% to unemployment
insurance, and the Tax.

The process to get the Tax is:  the salary minus deductions(health,
pension, unemployment) is searched in with range of a table of factors
and discounts is it, then get the factor, rest the discount and that
is all, there is the tax.

Example

Taxable Basic salary 1000
  Bonos             200
  Extra hours     100
                       1300

Tax-free
  Eat allowance       100
  Family allowance  100

Deductions
  Health              12,50%    162,5    (1300*12,50%)
  Pension              7,00%      91       (1300*7%)
  Unemployment  0,80%      10,4    (1300*0,8%)
                         Subtotal    263,9

 Taxable-Subtotal                            1036,1     (1300-263,9)
 Factor (range 2)                               155,42   (1036,1*0,15)
 Factor-Discount=TAX                         55,42   (155,42-100)

  TAX                         55,42

  TOTAL                              319,32     (263,9+55,42)

  Taxable+Tax-free            1500
  Deductions                       -319,32

   TOTAL SALARY                1180,69


Table de Factors and Discounts

Range     From     To      Factor     Discount
1             0           500
2             500       999    0,1          50
3             1000     1499  0,15        100
4             1500     1999  0,2          300


NOTE
1) The porcent of health and pension system may be variable, depend
with system you contract.
2) May be more items in Taxable and in Tax-free.
3) The table of factors and discount change every month and It is
provided by the Tax Authority


I agree with BJ, more of this task are accounting. At this moment I
have company, tax authority and employee parties created, I'm trying
to understand and make a relationship between this parties, then I
will create the partie and roles of health system, pension system,
unemployment insurange.

Thanks a lot!!

Daniel

2006/7/17, Si Chen <[EMAIL PROTECTED]>:

As a wild, wild guess--did you create the roles for your parties
first, before trying to create a relationship between them?

In general, please furnish more details about what happened.  It's
very hard to figure out what is happening from so far away.



On Jul 17, 2006, at 10:50 AM, Daniel Carrasco wrote:

> I´m tring to assign a Employee to a Company,I tried do it with
> relationships, but I couldn´t do it, can you help me??
>
> 2006/7/14, Si Chen <[EMAIL PROTECTED]>:
>>
>> The TaxAuthority model with all the related entities should allow you
>> to do that.
>>
>>
>> On Jul 14, 2006, at 1:41 PM, Daniel Carrasco wrote:
>>
>> > Thanks, I´m learning how to model the specific country tax on  the
>> > pays of
>> > employees with those entities
>> >
>> >
>> > 2006/7/14, Si Chen <[EMAIL PROTECTED]>:
>> >>
>> >> Don't add a new field.  Use the PartyTaxAuthInfo entity  instead.
>> >>
>> >>
>> >> On Jul 14, 2006, at 12:21 PM, Daniel Carrasco wrote:
>> >>
>> >> > Hi all
>> >> >
>> >> > I am trying to develop a pay application, but I need to add a
>> new
>> >> > fields to
>> >> > some entities, for example the company must have an ID
>> assigned by
>> >> > the TAX
>> >> > authority, how can I make this?. I think that I should make a
>> new
>> >> > entity or
>> >> > view entity that supports It. Is it right?
>> >> >
>> >> > Thanks a lot!
>> >> >
>> >> > Daniel
>> >>
>> >>
>>
>>




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