Employee Tax Information

Use the Employee Tax Information page to view and maintain federal, state, and local tax withholding settings for an employee. This page allows users to configure exemption statuses, filing statuses, dependents, and additional withholding amounts. The data is used to calculate payroll tax withholdings and for W2 reporting.

Ohio-specific functionality

When this feature is enabled (as it is for Ohio), the Employee Tax Information page provides enhanced functionality:

Multiple Local Tax Records:
Employees can view multiple active local tax records (school, residential, and worksite taxes) in table format.
Tax Type Identification:
Each local tax record shows its type (School, Residential, Worksite, Other) based on the value selected in the Local Tax Type field on the General tab of the Local Tax Codes page.
Active/Inactive Management:
Local tax records can be marked as Active or Inactive, or marked for deletion to manage changes in an employee's residence or work location.
Integration with Payroll Calculation:
The settings on this page directly affect how local taxes are calculated during payroll processing.

Menu path

From the Human Resources menu, select Entry & Processing. Search for and select an employee. From the Payroll Information menu, select Taxes.

On the Employee Tax Information page, select Accept to edit the record. Refer to the Field descriptions, update the information, and select Accept.

You cannot add or delete records on the Employee Tax Information page.

Field descriptions

The following table describes the Ohio-specific fields in the Local section of the Employee Tax Information page.

For information about other fields on the Employee Tax Information page, refer to Employee Tax Information.

Field	Description	Data source and Valid values
Exempt Status	The employee's local tax exemption status.	Valid values: N - Not Exempt (taxes are withheld) W - Without Withholdings (exempt but reported on W2) Y - Exempt, No W2 (exempt and not reported)
Current Locality	The local tax code identifying the municipality or school district.	The field value is retrieved from the Location Code field on the Local Tax Codes page based on the employee's residence or work location.
Filing Status	The marital status used for local tax calculation purposes. Determines the tax rate or bracket applied based on the locality's tax table.	Valid values: Single X
Active	Indicates whether the local tax record is currently in use.	Valid values: A - Active (taxes are calculated and withheld) I - Inactive (record retained but no withholding) D - Delete (marked for removal)
Type	The category of local tax. This field is view-only.	Valid values: S - School District Tax R - Residential Tax W - Worksite Tax O - Other The field value is retrieved from the Local Tax Type field on the Local Tax Codes page.
Taxable %	The default percentage of gross wages subject to this local tax.	Not applicable
Tax Override %	An optional percentage that overrides the default tax rate for this employee. When populated, this rate is used instead of the standard rate from the tax table.	Not applicable
Additional Withholding	A flat dollar amount of extra withholding per pay period requested by the employee for this specific locality. Added to the calculated tax amount.	Not applicable
Dependents	The number of dependent exemptions claimed by the employee for this local tax. Used in localities that offer dependent-based exemptions or credits.	Not applicable