Equus Software

Overview
This document covers the configuration necessary to calculate U.S. and Canada tax gross-up as well as how to process U.S. and Canada payroll. 
Service Definition
The ability to calculate…

United States and Canada Domestic Gross-up Overview and Service Definition

Establishing the appropriate accounts, account type and account taxability within the Equus Platform™ system is the next step in processing a gross-up calculation.  This is done by selecting Accounts

Domestic Gross-up - Account Setup

What's in this page?
Tax Policies
Tax Assistance and Withholding Settings
Wage Policies
The Company Tax Assistance Configuration menu item includes both the Tax and Wage Policy screens.  Tax and…

Company Tax Assistance Configuration

The Payroll Calendar controls what Report Dates can be assigned to expenses.  When expenses, tax assistance or withholding entries are created for a voucher, they must be associated with a…

Company Payroll Calendar

The Employee Salary Tab is where tax return and salary information can be entered for the transferee.  A separate record must be created for every year that expenses are incurred. …

Domestic Gross-up - Employee Salary Tab

The following section of information is provided to give a conceptual overview of work/resident state withholding rules and the components essential to the functionality contained within ReloAdvantage

Multi-State Withholding  - Employee Salary Tab

The data required for a typical payroll feed is spread out across several sources or tables in the Equus Platform.  This reporting requirement is made easier by two views that…

User Reports – US and Canadian Gross Up Standard Views - Employee Salary Tab

The ASSIGNMENTPRO™ system also gives users the ability to run reports for yearend through the Tax Calc Batch screen.  Year end reports are intended for both management and employees, to…

Tax Calc Year End Report - Employee Salary Tab

You can resend publish notifications if the document has already been published, by clicking the “Resend Publish Notifications” button for the selected record.  This will send email notifications to a

Resending Notifications - Employee Salary Tab

The ASSIGNMENTPRO™ system allows you to publish domestic gross up and payroll documents to the Payroll Portal. This feature allows internal domestic payroll coordinators to make payroll information se

Domestic Gross Up and Payroll Document Uploads - Employee Salary Tab

This screen provides the ability to process both Payroll (periodic) tax calculations, as well as Year End tax calculations for existing assignments.  These calculations compute tax assistance and with

Tax Calc. Batch Process

Entering the expenses associated with an assignment can be accomplished through the Vouchers menu item.  The Voucher Entry screen is used to create, edit, view and delete vouchers that contain…

Entering Expenses - Employee Salary Tab

The Tax Calc Year End Report Publishing screen can be used to generate and publish the Year End (4782) Report to the Employee portal for a group of Assignments within…

Year End Tax Report Publishing - Employee Salary Tab

The purpose of this screen is to generate reports of expenses and tax amounts which can be sent to payroll.
To access the Tax Calc Payroll Report screen, click on…

Tax Calc Payroll Report Screen - Employee Salary Tab

The Tax Calc Batch feature of ASSIGNMENTPRO™ can run tax calculations for either the current payroll period or for year end.  These calculations compute tax assistance and withholding on reimbursed…

Undoing a Tax Calc Batch - Employee Salary Tab

Domestic Gross-up

2024 Canada Tax Rate Reference Guide

2024 United States Tax Rate Reference Guide

Link to PDF Reference Guide
 




Filing
Status


Tax Rate


2024


2025





Income Range




Income Range





All Filing Statuses


15%
20.5%
26%
29%
33%


$0
$55,867
$111,733
$173,204
$246,752


-

2025 Canada Tax Rate Reference Guide

Link to PDF Reference Guide




Filing
Status


Tax Rate


2024


2025




Income Range


Income Range




Single


10%
12%
22%
24%
32%
35%
37%


$0
$11,600
$47,150
$100,525
$191,950
$243,725
$609,350

2025 United States Tax Rate Reference Guide

2026 Canada Tax Rate Reference Guide

Link to PDF Reference Guide
American Jobs Creation Act of 2004 provides that supplemental wages in excess of one million dollars are to be withheld at the highest tax rate.…

2026 United States Tax Rate Reference Guide

Link to PDF Reference Guide
 
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width: 700px;">



Filing
Status


Tax Rate


2019


2020





Income Range




Income Range





All Filing Statuses


15%
20.5%
26%
29%
33%

2020 Canada Tax Rate Reference Guide

Link to PDF Reference Guide




Filing
Status


Tax Rate


2019


2020





Income Range



Income Range




Single


10%
12%
22%
24%
32%
35%
37%


$0
$9,700
$39,475
$84,200
$160,725
$204,100
$510,300

2020 United States Tax Rate Reference Guide

Link to PDF Reference Guide
 




Filing
Status


Tax Rate


2020


2021





Income Range




Income Range





All Filing Statuses


15%
20.5%
26%
29%
33%


$0
$48,535
$97,069
$150,473
$214,368


-

2021 Canada Tax Rate Reference Guide

Link to PDF Reference Guide




Filing
Status


Tax Rate


2020


2021





Income Range



Income Range




Single


10%
12%
22%
24%
32%
35%
37%


$0
$9,875
$40,125
$85,525
$163,300
$207,350
$518,400

2021 United States Tax Rate Reference Guide

Link to PDF Reference Guide
 




Filing
Status


Tax Rate


2021


2022





Income Range




Income Range





All Filing Statuses


15%
20.5%
26%
29%
33%


$0
$49,020
$98,040
$151,977
$216,512


-

2022 Canada Tax Rate Reference Guide

Link to PDF Reference Guide




Filing
Status


Tax Rate


2021


2022




Income Range


Income Range




Single


10%
12%
22%
24%
32%
35%
37%


$0
$9,950
$40,525
$86,375
$164,925
$209,425
$523,600

2022 United States Tax Rate Reference Guide

Link to PDF Reference Guide
 




Filing
Status


Tax Rate


2022


2023





Income Range




Income Range





All Filing Statuses


15%
20.5%
26%
29%
33%


$0
$50,197
$100,393
$155,625
$221,708


-

2023 Canada Tax Rate Reference Guide

Link to PDF Reference Guide




Filing
Status


Tax Rate


2022


2023




Income Range


Income Range




Single


10%
12%
22%
24%
32%
35%
37%


$0
$10,275
$41,775
$89,075
$170,050
$215,950
$539,900

2023 United States Tax Rate Reference Guide

Tax Reference Guides

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