NPO-Accounting/conservancy_beancount Changeset - 5784068904e8

Changeset - 5784068904e8

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Bradley Kuhn (bkuhn) - 8 months ago 2023-12-23 18:40:07
bkuhn@ebb.org

payroll-type — US:403b:Employee:Roth — needed separate since taxable

Since Roth contributions are taxable, there are some reports that
need to include these amounts in total salary (i.e., when running a
report that seeks to show total taxable income for an employee). As
such, we need a `payroll-type` specifically for Roth 403(b)
contributions.

1 file changed with 1 insertions and 0 deletions:

conservancy_beancount/plugin/meta_payroll_type.py

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conservancy_beancount/plugin/meta_payroll_type.py

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 """meta_payroll_type - Validate payroll-type metadata"""
 # Copyright © 2020  Bradley M. Kuhn, Brett Smith
 # License: AGPLv3-or-later WITH Beancount-Plugin-Additional-Permission-1.0
+#
 # Full copyright and licensing details can be found at toplevel file
 # LICENSE.txt in the repository.
 import datetime
 from . import core
 from .. import ranges
 from .. import data
 from ..beancount_types import (
     Transaction,
+)
 METADATA_KEY = 'payroll-type'
 class _PayrollTypeHook(core._NormalizePostingMetadataHook):
     ACCOUNT: str
     VALUES_ENUM = core.MetadataEnum(METADATA_KEY, [])
     TXN_DATE_RANGE = ranges.DateRange(
         datetime.date(2020, 3, 1),
         core.DEFAULT_STOP_DATE,
+    )
     def _run_on_post(self, txn: Transaction, post: data.Posting) -> bool:
         return post.account.is_under(self.ACCOUNT) is not None
 class HealthInsuranceHook(_PayrollTypeHook):
     ACCOUNT = 'Expenses:Payroll:Benefits:HealthInsurance'
     VALUES_ENUM = core.MetadataEnum(METADATA_KEY, [
         'US:HRA:Fees',
         'US:HRA:Usage',
         'US:Premium:DentalVision',
         'US:Premium:Main',
     ])
 class OtherBenefitsHook(_PayrollTypeHook):
     ACCOUNT = 'Expenses:Payroll:Benefits:Other'
     VALUES_ENUM = core.MetadataEnum(METADATA_KEY, [
         'US:403b:Fees',
         'US:403b:Other',
         'US:Education',
         'US:ProfessionalMembership',
     ])
 class SalaryHook(_PayrollTypeHook):
     ACCOUNT = 'Expenses:Payroll:Salary'
     _tax_values = [
         'CA:Tax:EI',
         'CA:Tax:Income',
         'CA:Tax:PP',
         'US:IL:Tax:Income',
         'US:MA:Tax:Income',
         'US:NY:Tax:Income',
         'US:NY:Tax:NYC',
         'US:OH:Tax:Income',
         'US:OH:Tax:COLUMB',
         'US:OH:Tax:PNTSD',
         'US:OR:Tax:Income',
         'US:OR:Tax:STT',
         'US:Tax:Income',
         'US:Tax:Medicare',
         'US:Tax:SocialSecurity',
+    ]
     VALUES_ENUM = core.MetadataEnum(METADATA_KEY, [
         'CA:General',
         'CA:PTO:Earned',
         'CA:PTO:Taken',
         'US:403b:Employee',
         'US:403b:Employee:Roth',
         'US:403b:Match',
         'US:General',
         'US:MA:Disability:PFL',
         'US:OR:Disability:PFL',
         'US:MA:Disability:PML',
         'US:NY:Disability',
         'US:NY:Disability:PFL',
         'US:PTO:Earned',
         'US:PTO:Taken',
         *_tax_values,
     ], {
         value.replace(':Tax:', ':Taxes:', 1): value
         for value in _tax_values
     })
     del _tax_values
 class TaxHook(_PayrollTypeHook):
     ACCOUNT = 'Expenses:Payroll:Taxes'
     VALUES_ENUM = core.MetadataEnum(METADATA_KEY, [
         'CA:EI',
         'CA:PP',
         'CA:WCB',
         'US:IL:Unemployment',
         'US:TN:Unemployment',
         'US:MA:Health',
         'US:MA:Unemployment',
         'US:MA:WorkTrain',
         'US:Medicare',
         'US:OR:Unemployment',
         'US:SocialSecurity',
     ])

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