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State of Connecticut Non Resident Alien Info Session

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State of Connecticut Non Resident Alien Info Session. October 7, 2003. Session Overview.

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Presentation Transcript
slide1

State of Connecticut

Non Resident Alien Info Session

October 7, 2003

slide2

Session Overview

Discuss how to transition Non Resident Alien employees who have been converted into PeopleSoft as employees who are taxed as normal employees, into Non Resident Alien employees whose tax rate is dependent on the type of earnings reported and their respective country’s Tax Treaty with the U.S.

Develop an action plan to successfully implement Non Resident Alien setup across the State of Connecticut.

slide3

Agenda

Introduction

Employee Visa / Permit Setup

Employee Time and Labor Setup

Employee Tax Setup

Paying Employee

Appendix

slide4

Introduction

  • Learn how to setup a Non Resident Alien’s Visa / Identification data.
  • Learn how to setup a Non Resident Alien’s Tax information.
  • Learn how to setup a Non Resident Alien’s Time and Labor information.
  • Learn how to report a Non Resident Alien’s time.
  • Discuss transition timeline
  • Document unresolved questions / follow-up items.
slide5

Agenda

Introduction

Employee Visa / Permit Setup

Employee Time and Labor Setup

Employee Tax Setup

Paying Employee

Appendix

slide8

Presence Test

Note: The American Flag is used to calculate if the employee passed the 183 Day Test

slide9

Agenda

Introduction

Employee Visa / Permit Setup

Employee Time and Labor Setup

Employee Tax Setup

Paying Employee

Appendix

slide10

Time and Labor Setup

  • Step 1: Insert New Effective Dated Row
    • Preserves history
    • Prorates taxes according to the amount of time reported prior to the new effective date and the amount of time after the new effective date.
slide11

Time and Labor Setup

  • Step 1: Insert New Effective Dated Row
    • Preserves history
    • Prorates taxes according to the amount of time reported prior to the new effective date and the amount of time after the new effective date.
  • Step 2: Choose Workgroup
    • Use prompt to look up values beginning with ‘NON’
slide12

Time and Labor Setup

  • Step 1: Insert New Effective Dated Row
    • Preserves history
    • Prorates taxes according to the amount of time reported prior to the new effective date and the amount of time after the new effective date.
  • Step 2: Choose Workgroup
    • Use prompt to look up values beginning with ‘NON’
slide13

Agenda

Introduction

Employee Visa / Permit Setup

Employee Time and Labor Setup

Employee Tax Setup

Paying Employee

Appendix

slide14

Employee Tax Data

  • Step 1: Insert New Effective Dated Row
    • Preserves history
    • Prorates taxes according to the amount of time reported prior to the new effective date and the amount of time after the new effective date.
slide15

Employee Tax Data

  • Step 1: Insert New Effective Dated Row
    • Preserves history
    • Prorates taxes according to the amount of time reported prior to the new effective date and the amount of time after the new effective date.
  • Step 2: Change Special Tax Withholding Status
    • Non-Resident Alien; Tax Treaty/NR Data
slide16

Employee Tax Data

  • Step 1: Insert New Effective Dated Row
    • Preserves history
    • Prorates taxes according to the amount of time reported prior to the new effective date and the amount of time after the new effective date.
  • Step 2: Change Special Tax Withholding Status
    • Non-Resident Alien; Tax Treaty/NR Data
  • Step 3: Enter Withholding Allowances
    • Generally only ONE allowance can be claimed.
slide17

Employee Tax Data

  • Step 1: Insert New Effective Dated Row
    • Preserves history
    • Prorates taxes according to the amount of time reported prior to the new effective date and the amount of time after the new effective date.
  • Step 2: Change Special Tax Withholding Status
    • Non-Resident Alien; Tax Treaty/NR Data
  • Step 3: Enter Withholding Allowances
    • Generally only ONE allowance can be claimed.
  • Step 4: Enter FWT Withholding Amount
    • See Appendix 1
slide18

Employee Tax Data

  • Step 1: Insert New Effective Dated Row
    • Preserves history
    • Prorates taxes according to the amount of time reported prior to the new effective date and the amount of time after the new effective date.
  • Step 2: Change Special Tax Withholding Status
    • Non-Resident Alien; Tax Treaty/NR Data
  • Step 3: Enter Withholding Allowances
    • Generally only ONE allowance can be claimed.
  • Step 4: Enter FWT Withholding Amount
    • See Appendix 1
  • Step 5: Enter Tax Treaty / NR Data
slide19

Employee Tax Data

  • Step 1: Insert New Effective Dated Row
    • Preserves history
    • Prorates taxes according to the amount of time reported prior to the new effective date and the amount of time after the new effective date.
  • Step 2: Change Special Tax Withholding Status
    • Non-Resident Alien; Tax Treaty/NR Data
  • Step 3: Enter Withholding Allowances
    • Generally only ONE allowance can be claimed.
  • Step 4: Enter FWT Withholding Amount
    • See Appendix 1
  • Step 5: Enter Tax Treaty / NR Data
    • This information will setup the employee to be eligible for the Tax Treaty benefits.
slide20

Agenda

Introduction

Employee Visa / Permit Setup

Employee Time and Labor Setup

Employee Tax Setup

Paying Employee

Appendix

slide21

Tax Rules for Royalties

* Tax Rate may vary based on the country and changing rates of the Tax Treaty.

slide22

Tax Rules for Grant / Scholarship

* Taxes may be withheld after a certain threshold depending on the Tax Treaty for which the employee is claiming benefits. Tax rates subject to change.

slide23

Tax Rules for Ind Pers Services

* Taxes may be withheld after a certain threshold depending on the Tax Treaty for which the employee is claiming benefits. Tax rates subject to change.

slide24

Tax Rules for Dep Pers Services

* Taxes may be withheld after a certain threshold depending on the Tax Treaty for which the employee is claiming benefits. Tax rates subject to change.

slide25

Tax Rules for Teaching

* Taxes may be withheld after a certain threshold depending on the Tax Treaty for which the employee is claiming benefits.

slide26

Tax Rules for Studying / Training

* Taxes may be withheld after a certain threshold depending on the Tax Treaty for which the employee is claiming benefits.

slide27

Agenda

Introduction

Employee Visa / Permit Setup

Employee Time and Labor Setup

Employee Tax Setup

Paying Employee

Appendix

slide28

Appendix 1

According to the Instructions for Form 8233 (Rev. December 2001), the following Additional Federal Withholding Amounts should be applied to all Non Resident Aliens:

* Federal Withholding Amounts subject to change.

slide29

Appendix 2

* Time Reporting Codes (TRCs) subject to change

slide30

Appendix 2 cont.

* Time Reporting Codes (TRCs) subject to change

slide31

Appendix 2 cont.

* Time Reporting Codes (TRCs) subject to change

slide32

Appendix 2 cont.

* Time Reporting Codes (TRCs) subject to change

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