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Equus Tax Engine v9.2 released 28 March 2019

Click for PDF release notes  📹 Video: //player.vimeo.com/video/335195572 Key Features Release version 9.2.0 features calculation and rate changes to reflect current tax law. The effective dates discl

Updated over 2 weeks ago

Key Features

Release version 9.2.0 features calculation and rate changes to reflect current tax law.

The effective dates disclosed below indicate when the changes enter into force.

Product Enhancement

Switzerland Calculation Detail Report

Enhanced the calculation detail report by adding the income tax tables and social security rates. In addition, canton labels were added to the sub-authority details.

Country Updates

Argentina

Income Tax: Increased the following, effective January 1, 2019:

  • Tax bracket thresholds. The threshold for the top rate of 35% increased by ARS 116,572 to ARS 528,636.

  • Personal, spouse, child, and earned income allowances. The personal allowance increased by ARS 18,931 to ARS 85,849.

Australia

Income Tax: Corrected the short term exemption provided under tax treaties to exempt fringe benefits tax in addition to income tax. Previously, fringe benefits tax was only exempted for inbound employees from the United Kingdom and New Zealand.

Belgium

Income Tax: Corrected the dependent exemption credit. The previous calculation resulted in an overstatement of tax of up to EUR 263 for employees with dependents.

China

Completed annual review with no material changes.

Czech Republic

Income Tax: Enhanced the calculation detail report to separately display national and solidarity tax.

Denmark

Income Tax: Added a job allowance deduction of 3.75% on income over DKK 191,600. The maximum deduction available is DKK 2,100.

Finland

Income Tax: Updated the deduction for voluntary employee pension contributions to include a cap of 5% of assignment income in addition to the existing EUR 5,000 maximum.

France

Income Tax:

  • Increased the maximum employment allowance by EUR 197 to EUR 12,502, effective January 1, 2019.

  • Corrected taxable income to deduct foreign social security contributions for inbound employees who elect the inpatriate concession. The previous omission resulted in an overstatement of tax.

Social Security: Increased the supplemental pension contribution rates, effective January 1, 2019:

  • By 0.5% to 14.8% for employer and 1% to 9.9% for employee for income between EUR 40,524 and EUR 162,096.

  • By 1.8% to 14.8% for employer and 1.9% to 9.9% for employee for income between EUR 162,096 and EUR 324,192.

Hong Kong

Completed annual review with no material changes.

Hungary

Income Tax: Corrected the child care deduction for employees with more than two dependents by increasing the deduction by HUF 2.6 million for each dependent. Previously, the amount for one dependent was deducted, resulting in an overstatement of tax.

India

Income Tax: Increased the standard deduction by INR 10,000 to INR 50,000, effective April 1, 2019.

Social Security: Corrected home country social tax in partial periods when values for Bonus (Fixed) and Bonus (Pre-Assignment) are included. The previous calculation resulted in an overstatement of tax.

Indonesia

Completed annual review with no material changes.

Ireland

Income Tax: Made the following changes to the Special Assignment Relief:

  • Corrected the wage base to use total assignment income instead of base salary. The previous calculation resulted in a potential understatement of tax.

  • Added a wage base ceiling of EUR 1 million for 2020 for assignments started before 2019; and for 2019 and 2020 for assignments starting during 2019 or later. When the ceiling is applicable, the maximum relief available is EUR 277,500.

Japan

Income Tax: Changed Employee and Family Home Leave to be nontaxable. Previously, these allowances were taxable for assignments of less than 24 months.

Malaysia

Income Tax: Corrected the maximum Employees Provident Fund deduction from MYR 7,000 to MYR 4,000, effective January 1, 2019. Previously, the maximum deduction amount resulted in a potential understatement of tax.

Mongolia

Social Security: Made the following changes:

  • Corrected the monthly wage ceiling to MNT 368,000. Previously, the monthly minimum salary of MNT 240,000 was used, resulting in a potential understatement of tax.

  • Decreased the employee contribution rate by 1% to 11.5%, effective January 1, 2019.

Pakistan

Income Tax: Made the following changes:

  • Corrected the tax bracket thresholds and rates, effective July 1, 2018. The current table includes a new top rate of 25% applicable to income over PKR 8 million. The previous calculation resulted in an understatement of tax.

  • Changed the employer pension contribution to nontaxable for outbound employees.

Philippines

Completed annual review with no material changes.

Poland

Income Tax: Added the solidarity tax of 4% on assignment income over PLN 1,000,000, effective January 1, 2019.

Puerto Rico

Income Tax: Added the Elect Nonresident Status? input to treat the employee as a nonresident when assignment duration exceeds six months.

Social Security: Corrected the employer wage base to include the employee voluntary pension contribution. The previous calculation resulted in a potential understatement of tax.

Singapore

Completed annual review with no material changes.

South Korea

Social Security: Increased the following, effective July 1, 2018:

  • Health insurance and pension contribution wage ceilings by approximately KRW 254 million to KRW 1.2 billion and KRW 2 million to KRW 56 million, respectively.

  • Employee and employer national health insurance contribution rates by 0.1% to 3.4%.

Spain

Social Security: Increased the wage ceiling by EUR 3,827 to EUR 48,841, effective January 1, 2019.

Switzerland

Social Security: Added the Pillar II Pension Option input for compensation calculations to use a percentage to calculate the contribution or to enter the value using the Employee Pension Contribution line item. If a value is entered in the Pillar II Pension Override input, it will take precedence over the percentage or line item options.

Taiwan

Completed annual review with no material changes.

Thailand

Completed annual review with no material changes.

United Kingdom

Increased the following, unless stated otherwise, effective April 6, 2019:

Income Tax:

  • United Kingdom tax bracket threshold for the 20% rate by GBP 3,000 to GBP 37,500.

  • Scottish tax bracket thresholds for the 19% and 20% rates. The threshold for the 21% rate was decreased.

  • Personal allowance applicable to the United Kingdom and Scotland by GBP 650 to GBP 12,500.

Social Security:

  • Monthly employee and employer upper threshold by GBP 304 to GBP 4,167.

  • Monthly employee primary and employer secondary thresholds by GBP 17 to GBP 719.

United States

Income Tax: Updated the home country actual tax to calculate when the Puerto Rico Elect Nonresident Status? input is set to Yes.

Georgia

Income Tax: Decreased the top tax rate by 0.2% to 5.8%, effective January 1, 2019.

Maryland

Income Tax: Increased the maximum standard deduction amounts, effective January 1, 2019. The maximum increased by USD 250 to USD 2,250 for single taxpayers.

Michigan

Income Tax: Increased the personal exemption by USD 350 to USD 4,400, effective January 1, 2019.

Minnesota

Income Tax: Increased the itemized deduction phaseout threshold by USD 3,700 to USD 190,050, effective January 1, 2019.

Missouri

Income Tax: Removed the top tax rate of 5.9% and increased the bracket thresholds. The new top rate of 5.4% applies to income above USD 8,424, effective January 1, 2019.

New York

Income Tax: Made the following changes, effective January 1, 2019:

  • Decreased the 5th and 6th tax rates by 0.1% to 6.2% and by 0.1% to 6.5%, respectively. These rates apply to income between USD 21,400 and USD 215,400 for single taxpayers.

  • Updated the tax computation worksheet amounts.

Ohio

Income Tax: Increased the following, effective January 1, 2019:

  • Tax bracket thresholds. The threshold for the top rate of 5% increased by USD 4,050 to USD 217,400.

  • Personal exemption by USD 50 to USD 1,850.

Oregon

Income Tax: Increased the following, effective January 1, 2019. Amounts shown apply to single taxpayers:

  • Tax bracket thresholds. The threshold for the top rate of 9.9% remains USD 125,000.

  • Standard deductions. The deduction increased by USD 40 to USD 2,215.

  • Exemption credit and federal tax deductions.

Virginia

Income Tax: Removed the following:

  • Deduction for moving expenses. As a result of recent legislation, Virginia now conforms to federal taxable treatment per the Tax Cuts and Jobs Act of 2017.

  • Itemized deduction phaseout.

Vietnam

Completed annual review with no material changes.

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