Future Local Tax Codes
Use this option to update records in your Local Tax table. You can then post your changes to the table to impact a specified date. Except for posting, this option functions the same as the Local Tax Table option. For additional information on setting up tax tables, refer to Local Tax Table.
The default file name of the Future Local Tax Table report is blocaltax.rpt.
Menu Path: Human Resources > Reference Tables > Future Changes > Local Tax Codes
Action Bar Items
The following item displays on the Action Bar when you first display the Future Local Tax page:
Post | This action is selected in order to post a Future Changes local tax record or batch to Local Tax Codes. |
Load | Displays the Future Local Tax Load page, which lets you upload external local tax information from a pipe delimited text file. |
The following items display when you are adding or changing a record:
Tax Detail | Displays the Future Local Tax Table Detail page, which lets you define local tax withholdings based on earnings brackets. |
Credits | Displays the Future Local Tax Credits page, which lets you define the amounts to determine employees' deductions for local taxes based on the number they claim. |
The following items appear both on the Future Local Tax Table Detail page and the Future Local Tax Credits page:
Insert Row | Adds a blank row at the cursor's current position. |
Delete Row | Deletes the row at the cursor's current position. |
Adding a Future Changes record
Select Human Resources > Reference Tables > Future Changes > Local Tax Codes to display the Future Local Tax page.
Click Add New.
Complete the required fields. For details, refer to the Fields section below.
Click OK to save the record.
Changing a Future Changes record
Select Human Resources > Reference Tables > Future Changes > Local Tax Codes to display the Future Local Tax page.
In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
To display a future changes record, select the record in the List section, and then click OK.
Change the desired fields. You may update the Effective Date to uniquely identify a group of records to be posted to live local tax table.
Click OK to save the record.
Deleting a Future Changes record
Select Human Resources > Reference Tables > Future Changes > Local Tax Codes to display the Future Local Tax page.
In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
In the page's List section, select the record to delete.
Click Delete.
In the Confirmation dialog, click Yes to delete the record from the batch file. This has no impact on any records in your live database.
Posting Future Changes records
Select Human Resources > Reference Tables > Future Changes > Local Tax Codes to display the Future Local Tax page.
Click Post to display the Post Local Tax Codes page.
In the Control Number field, enter the control number for the desired batch.
In the page’s Effective Date field, enter the date for posting the record. All records with dates matching or preceding this date will be posted.
Click OK to display a Confirmation dialog.
Click Yes to post the records. This also deletes the batch files and their control numbers.
Uploaded external tax information
Select Human Resources > Reference Tables > Future Changes > Local Tax Codes to display the Future Local Tax page.
Click Load to display the Future Local Tax Load page.
In the Upload Criteria section, select the appropriate File Source you will be uploading from, either your current workstation or the server network you are connected to.
Click Choose File in the Copy File Name field to display your computer's folders and select the appropriate file from either your workstation or server network.
Complete the Control Number and Effective Date fields, and then click OK.
In the Print window, specify how you want to generate the report, and then click OK. The report's default file name is upldfutloctax_err.rpt.
If there are any errors or warnings in the upload, a Confirmation dialog will display claiming this and asking how you would like to proceed.Click Yes to process the records without errors and receive the results report.
Click No to cancel processing and preview the results report.
Generating a report
Select Human Resources > Reference Tables > Future Changes > Local Tax Codes to display the Future Local Tax page.
In the Search Criteria section, enter criteria identifying the records to list, and then click Find.
Click Print.
In the Print window, specify how you want to generate the report, and then click OK. The report's default file name is blocaltax.rpt.
Changing a Tax Detail row
Select Human Resources > Reference Tables > Future Changes > Local Tax Codes to display the Future Local Tax page.
In the Search Criteria section, enter criteria identifying the records to list, and then click Find.
To display a future changes record, select the record in the List section, and then click OK.
Click Tax Detail on the Action Bar to display the Future Local Tax Table detail page.
In the List section, select the row of tax information you wish to change.
Make changes as needed.
When finished, click OK to save the changes and return to the Future Local Tax page.
Inserting a new Tax Detail row
Select Human Resources > Reference Tables > Future Changes > Local Tax Codes to display the Future Local Tax page.
In the Search Criteria section, enter criteria identifying the records to list, and then click Find.
To display a future changes record, select the record in the List section, and then click OK.
Click Tax Detail on the Action Bar to display the Future Local Tax Table detail page.
Click Insert Row on the Action Bar, and then enter the correct information in the Earnings, Tax Amount and Tax Percent fields.
When finished, click OK to save the record.
Deleting a Tax Detail row
Select Human Resources > Reference Tables > Future Changes > Local Tax Codes to display the Future Local Tax page.
In the Search Criteria section, enter criteria identifying the records to list, and then click Find.
To display a future changes record, select the record in the List section, and then click OK.
Click Tax Detail on the Action Bar to display the Future Local Tax Table detail page.
In the List section, select the row of tax information you wish to delete, and then click Delete Row.
Be sure that you are ready to delete. Unlike most Delete procedures, a Confirmation dialog will not display. When you click Delete Row, the row is deleted.
Changing a Tax Credit row
Select Human Resources > Reference Tables > Future Changes > Local Tax Codes to display the Future Local Tax page.
In the Search Criteria section, enter criteria identifying the records to list, and then click Find.
To display a future changes record, select the record in the List section, and then click OK.
Click Credits on the Action Bar to display the Future Local Tax Credits page.
In the List section, select the row of tax information you wish to change.
Make changes as needed.
When finished, click OK to save the changes and return to the Future Local Tax page.
Inserting a new Tax Credit row
Select Human Resources > Reference Tables > Future Changes > Local Tax Codes to display the Future Local Tax page.
In the Search Criteria section, enter criteria identifying the records to list, and then click Find.
To display a future changes record, select the record in the List section, and then click OK.
Click Credits on the Action Bar to display the Future Local Tax Credits page.
Click Insert Row on the Action Bar, and then complete the Credits field as needed.
When finished, click OK to save the record.
Deleting a Tax Credit row
Select Human Resources > Reference Tables > Future Changes > Local Tax Codes to display the Future Local Tax page.
In the Search Criteria section, enter criteria identifying the records to list, and then click Find.
To display a future changes record, select the record in the List section, and then click OK.
Click Credits on the Action Bar to display the Future Local Tax Credits page.
In the List section, select the row of tax information you wish to delete, and then click Delete Row.
Be sure that you are ready to delete. Unlike most Delete procedures, a Confirmation dialog will not display. Once you click Delete Row, the row will delete.
Fields
Future Local Tax Data Section
General Tab
Field | Description |
|---|---|
Control Number | User-defined code identifying the batch of records being added or changed. |
Effective Date | Date the tax codes became effective. |
Location Code | Code identifying the locality of the table you are entering. Character/2 OH Only:
|
Description | Title or description of the tax table. You may include the name of the locality and, if desired, other information to identify the table, for example, PENNSVILLE ‑ MARRIED. Character/25 |
Pay Frequency | Setting determining what groups are calculated. These codes, which should correspond with those entered in employees’ Payroll pages, combine with the location code and filing status to identify the tax table to use. You must create a separate table for each combination of code, frequency, and status. Select: A - Annual The codes X, Y, and Z can be used to represent pay frequencies not addressed by the other selections. |
Filing Status | Tax filing status that applies to the tax table’s rates. Unless the locality uses other status designations, we recommend that you enter either M (for Married), S (for Single), or W (Married Filing Single). Character/1 If other factors apply, you can define your own codes and enter the table’s deductions, earnings, and other data accordingly. This field coordinates with information in the Employee Information page’s Taxes tab to determine the local tax table to use during payroll processing. The tax filing status combines with the locality code and pay frequency to identify the Local Tax Table record. |
Liability Account | Object or Account code of the liability account used for local tax withholding in the Fund Accounting System. Integer/8 |
Standard Deduction Rate | Percentage for calculating the deduction employees have taken from their gross wages (Standard Deduction = Standard Rate x Earnings). Enter the percentage in decimal format (1.75% = 0.0175). Decimal/6,5 This rate is used only in conjunction with the Standard Minimum and Standard Maximum fields, which determine whether the calculated deduction applies or if the minimum or maximum amount should be applied instead. If the local tax does not allow for a deduction rate, you may leave the three standard fields at their zero defaults. Also, if there is no standard minimum or maximum, the field should be zero. This is not common in local taxes. |
Standard Minimum | Least amount in dollars and cents that can be deducted from an employee's gross wages, regardless of the amount calculated with the standard deduction rate. If a minimum does not pertain, you may accept the zero default. Decimal/10,2 Example: If an employee earns $20,000 and the standard deduction rate is 12% , the deduction from the taxable wages would be $2,400, in which case the taxable wages would be $17,600 (20000 - 2400). However, if the standard minimum is $3,000, the taxable wages would be $17,000 (20000 - 3000), since the standard minimum has priority over the calculated value. This is not common in local taxes. |
Standard Maximum | Largest deduction in dollars and cents that can be taken from employees’ gross wages, regardless of the amount calculated by the standard rate. If the local tax does not allow for a standard maximum, leave the field as its zero default. Decimal/10,2 Example: If an employee earns $45,000 and the standard deduction rate is 10%, the deduction calculated would be $4,500. In this case, the taxable wages would be $40,500 (45000 - 4500). However, if the maximum deduction is $4,000, the taxable earnings would be $41,000 (45000 - 4000), since the maximum has priority over the calculated value. This is not common in local taxes. |
Tax Status Exemption | Amount to reduce gross wages not taxable by the local government, per pay, based on the entry in the Tax Filing Status field, which usually refers to the employee’s marital status. Decimal/10,2
|
Dependent Allowance | Amount to reduce gross wages in dollars and cents exempt per pay run for each eligible dependent. Enter the allowance in accordance with the pay frequency. For example, if the local tax guidelines list an annual allowance, prorate the entry using the equation: Per Pay Allowance = Annual Allowance ÷ Number of Pays. Decimal/10,2 During payroll processing, the system multiplies the amount you enter by the value in the Dependents field in the Local section of the Employee Information window’s Taxes tab (Total Dependent Allowance = Dependent Allowance x Number of Dependents). This amount is then subtracted from the gross wages to determine the taxable earnings. Leave the field at its zero default if a credit applies for each dependent, rather than a pretax allowance, or if the local tax laws do not permit a dependent allowance. Example 1: If a tax table has a dependent allowance of $20 and an employee’s Taxes tab lists three dependents, gross wages would be reduced by $60 (20 x 3) each pay run. Example 2: If the local tax guidelines list an annual dependent allowance of $600, enter 11.53 ($600 ÷ 52 = $11.53) for a table with a weekly pay frequency or 23.07 ($600 ÷ 26 = $23.07) with a biweekly frequency. |
Supplemental Tax Allowance | Percentage to apply against an employee’s supplemental wages to determine the additional tax due. A supplemental wage is compensation paid in addition to regular wages, such as a bonus or severance pay. Enter the percentage in decimal format (1.75% = 0.0175). Decimal/7,6 During payroll setup, you can designate a supplemental pay by entering a P (for percentage) in the Tax field on an employee’s timecard in the row associated with the supplemental pay’s pay code. This overrides a rate’s default pay frequency. The system then calculates the supplemental tax and adds it to the regular tax determined by the appropriate table (Total Tax Withheld = Regular + Supplemental). Leaving the zero default in this field results in no additional local tax being withheld on supplemental earnings. For the specific rates that apply to supplemental wages, refer to your local tax guidelines. |
Original Tax Rate | Enter the original tax rate before the reciprocity agreement. |
Tax Rate Credit | Enter the tax rate credit granted by the reciprocity agreement. |
Local Crosswalk | Enter the crosswalk to use for local taxes. |
Local Tax Type | Type of tax assigned to this code. Select: S - School |
Subjective Gross | Percentage to apply against an employee’s supplemental wages to determine the additional tax due. A supplemental wage is compensation paid in addition to regular wages, such as a bonus or severance pay. Enter the percentage in decimal format (1.75% = 0.0175). Decimal/7,6 During payroll setup, you can designate a supplemental pay by entering a P (for percentage) in the Tax field on an employee’s timecard in the row associated with the supplemental pay’s pay code. This overrides a rate’s default pay frequency. The system then calculates the supplemental tax and adds it to the regular tax determined by the appropriate table (Total Tax Withheld = Regular + Supplemental). Leaving the zero default in this field results in no additional local tax being withheld on supplemental earnings. For the specific rates that apply to supplemental wages, refer to your local tax guidelines. |
Check Title | Title of tax as it will appear on payroll checks. Usually, this is a shortened version of the Description. Character/10 |
Vendor Tab
Field | Description |
|---|---|
Vendor Number | Unique code assigned to an individual vendor and used here to identify which vendor should be paid for the deducted amounts with the Fund Accounting Interface Batch payables. |
Pay Frequency | The pay frequency for the vendor associated with the tax detail. Select: A - Annual The codes X, Y, and Z can be used to represent pay frequencies not addressed by the other selections. |
Reference Code | Optional field to enter the name of a taxing agency, such as RITA or CCA, to be used use when creating the W-2 local tax electronic file. This code must be the same for all of the local tax code records associated with the taxing agency. When creating the W-2 local tax electronic file, ensure the following:
The system checks the Municipal Code field in the first Local Tax table record containing that Reference code to determine if a 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 W-2 file is a RITA file. If the first two characters of the Municipal Code are CC, the W-2 file is a CCA file. Character/10 |
Municipal Code | Enter the Municipal code required by the local tax agency for W-2 filing. This field must be populated for every local location for which the taxing agency has been entered under the Reference code. Character/5 |
Local FIPS Code | Enter the local FIPS code required by the local tax agency for W-2 filing. Character/6 Update this field before creating W-2 records. |
Locality Name | Enter the reporting entity required by the local tax agency for W-2 filing. Character/40 Update this field before creating W-2 records. |