Future Local Tax Codes
Use the Future Local Tax page to add, update, delete, search, and print future local tax table records. This page allows users to create and manage local tax configurations that take effect on a future date, enabling districts to plan local tax rate changes, new local tax jurisdictions, and other local tax settings in advance of their activation.
You can then post changes to take effect on a specified date. This option functions similarly to the Local Tax Table option except for posting. For information on setting up tax tables, refer to Local Tax Codes.
For the procedures for using the Future Local Tax page, refer to Future Changes Procedures.
On the start page, select Human Resources.
Select Reference Tables.
From the Future Changes menu, select Local Tax Codes.
Enter the Search Criteria to find the required local tax records, and then select Search.
Refer to Search for records for more information.To add a record, select Add new. Refer to the Field descriptions, enter valid information, and select Accept.
To edit a record, select the record and select Accept. Update the information and select Accept.
To delete, select the record and select Delete. Select Yes.
To generate a report, select Print, and then select:
Print to include all the information in the Future Local Tax table.
Defaults to include only the defaults in the Future Local Tax table.
Select Accept and then select a Destination:
Select File to create the report in .rpt format. The default file name is blocaltax.rpt. You can change the default file name.
Select Screen to download the report in .pdf format. The default file name is blocaltax.pdf.
Select Excel to download the report in .xlsx format. Select the required Excel Options. The default file name is blocaltax.xlsx.
Select OK.
Download the .rpt file from the View Files page.
Save the .pdf or .xls file.
For more information about the Print option, refer to Print Reports.
Field descriptions
The following section describes the Ohio-specific fields on the following tabs of the Future Local Tax page:
For information about other fields on the Future Local Tax page, refer to Future Local Tax.
General tab
The following table describes the Ohio-specific fields on the General tab of the Future Local Tax page.
Field | Description |
|---|---|
Original Tax Rate | The original tax rate before any reciprocity agreement is applied. This applies if an employee lives in one state and works in another. This agreement between the two separate states allows an employee in one state to request an exemption from tax withholding in the state where their job is located. This is the full tax rate that would apply if no reciprocity agreement existed between the employee's work and residence localities. |
Tax Rate Credit | The credit granted by a reciprocity agreement. This credit is applied against the original tax rate when an employee works in one taxing locality but resides in another taxing locality with a reciprocal tax agreement. |
Local Crosswalk | The local tax crosswalk code used when importing timecards. This alphanumeric code maps timecard data to the appropriate local tax code during the import process, ensuring proper tax assignment when locality codes differ across source systems. |
Subjective Gross | The type of gross used for calculating this local tax. This determines which gross earnings amount serves as the tax base. Valid values:
|
Check Title | The name of this tax as it will appear on payroll checks. This is the descriptive text employees see on their pay stubs, identifying the specific local tax withheld. The limit is 10 characters. |
Include Medicare Pickup Benefit Amount | Indicates whether to include the Medicare pickup benefit amount as additional gross for local tax calculation for deductions with P - Deduction is a Medicare pickup deduction selected in the Cafeteria Plan field on the Employee tab of the Deduction Table page. When this option is selected, the employee's Medicare pickup benefit is added to the taxable gross for this local tax. |
Vendor tab
The following table describes the Ohio-specific fields on the Vendor tab of the Future Local Tax page.
Field | Description |
|---|---|
Vendor Number | The vendor number of the entity to which this local tax is paid. This links the local tax to a vendor record in the system, enabling proper payment processing and 1099 reporting to the taxing authority. Select the Lookup icon to search for and select a vendor number. |
Pay Frequency | The payment frequency for remitting this local tax to the taxing authority. This determines how often the withheld taxes are remitted to the vendor (e.g., monthly or quarterly). Valid values:
Codes X, Y, and Z can be used to represent pay frequencies that are not addressed by the other selections. |
Reference Code | The reference code for this local tax. This code is used for W2 reporting and may be required by the local tax agency to identify the specific tax jurisdiction on electronic and paper filings. This code must be the same across all local tax code records associated with the taxing agency. When creating the W2 local tax electronic file, ensure the following:
The system checks the Municipal Code field in the first Local Tax table record with that Reference code to determine whether the local tax code is RITA, CCA, or neither. If the first two characters of the Municipal Code for that Local Tax table record are R0 or W0, the W2 file is a RITA file. If the first two characters of the Municipal Code are CC, the W2 file is a CCA file. The limit is 10 characters. |
Municipal Code | The municipal code required by the local tax agency for W2 reporting. This is the official code assigned by the taxing municipality that must appear on W2 forms to correctly identify the locality where the tax was withheld. This field must be populated for every local location for which the taxing agency has been entered under the Reference code. The limit is five characters. |
Local FIPS Code | The local FIPS (Federal Information Processing Standards) code required by the local tax agency for W2 reporting. This is a standardized geographic code used to identify the specific county or locality on electronic W2 filings. Update this field before creating W2 records. The limit is six characters. |
Locality Name | The reporting entity name required by the local tax agency for W2 reporting. This is the official name of the taxing locality as it should appear on W2 forms and other tax documents submitted to the agency. Update this field before creating W2 records. The limit is 40 characters. |