The Future Local Tax upload for Ohio uses a pipe-delimited text file with three record types. All three record types share the same Location code, Pay frequency, and Marital status values in positions 2, 3, and 4.
Record types
The record types in the Future Local Tax upload text file are:
Type 1 - Tax row
Defines the local tax configuration. One Type 1 row is required for each local tax record.
The following table describes the fields in the Type 1 - Tax row record.
|
Position |
Field Name |
Description |
Destination Database Field (r_bloctable_ld.field) |
Destination Database Field (r_eoh_bloctable_ld.field) |
Required? |
|---|---|---|---|---|---|
|
1 |
Record type |
Identifies the row type in the uploaded file. The valid value is 1. |
Routing only, not stored. |
Routing only, not stored. |
Yes |
|
2 |
Location code |
Local tax code that uniquely identifies the tax record. |
r_bloctable_ld.location |
r_eoh_bloctable_ld.location |
Yes |
|
3 |
Pay frequency |
Pay frequency for the tax record. Valid values:
|
r_bloctable_ld.pay_freq |
r_eoh_bloctable_ld.pay_freq |
Yes |
|
4 |
Marital status |
Tax filing status used to determine the applicable tax calculation. |
r_bloctable_ld.marital |
r_eoh_bloctable_ld.marital |
Yes |
|
5 |
Description |
Descriptive name for the local tax record. |
r_bloctable_ld.description |
Not applicable |
Yes |
|
6 |
Liability account |
General ledger account number used to record the tax liability. |
r_bloctable_ld.account |
Not applicable |
Yes |
|
7 |
Standard deduction rate |
Percentage of gross wages exempt from tax before calculation. Entered as a decimal; for example, enter 0.25 for 25%. Enter 0 if not applicable. |
r_bloctable_ld.stan_rate |
Not applicable |
Yes |
|
8 |
Standard minimum |
Minimum standard deduction dollar amount. Enter 0 if not applicable. |
r_bloctable_ld.stan_min |
Not applicable |
Yes |
|
9 |
Standard maximum |
Maximum standard deduction dollar amount. Enter 0 if not applicable. |
r_bloctable_ld.stan_max |
Not applicable |
Yes |
|
10 |
Tax-status exemption |
Dollar amount of gross wages per pay period that is exempt from this tax based on filing status. Enter 0 if not applicable. |
r_bloctable_ld.mar_exemp |
Not applicable |
Yes |
|
11 |
Dependent allowance |
Dollar amount exempted per dependent for this tax. Enter 0 if not applicable. |
r_bloctable_ld.depend |
Not applicable |
Yes |
|
12 |
Supplemental tax percent |
Tax rate applied to supplemental pay. Entered as a decimal; for example, enter 0.02 for 2%. |
r_bloctable_ld.supp_per |
Not applicable |
Yes |
|
13 |
Ohio local tax type |
Identifies the IRS local income tax type. For Ohio Multi-Local Tax districts:
|
Set to blank for Ohio Multi-Local Tax. |
r_eoh_bloctable_ld.locl_tax_type |
Yes |
|
14 |
Vendor number |
Vendor number of the entity to which this tax is remitted. Used with Ohio Multi-Local Tax only. |
Not applicable |
r_eoh_bloctable_ld.vendor_no |
No |
|
15 |
Vendor pay frequency |
Frequency at which the tax is remitted to the vendor. Used with Ohio Multi-Local Tax only. |
Not applicable |
r_eoh_bloctable_ld.vend_pay_freq |
No |
|
16 |
Subjective gross |
Gross type used as the basis for calculating this tax. Valid values:
Required for Ohio Multi-Local Tax. |
Not applicable |
r_eoh_bloctable_ld.use_gross_field |
Conditional |
|
17 |
W-2 reference code |
Code used to reference this local tax in W-2 box 20. Used with Ohio Multi-Local Tax only. |
Not applicable |
r_eoh_bloctable_ld.w2_ref_cd |
No |
|
18 |
Check title |
Name of the tax as it appears on employee payroll checks. Used with Ohio Multi-Local Tax only. |
Not applicable |
r_eoh_bloctable_ld.ck_title |
No |
|
19 |
Original tax rate |
Tax rate before a reciprocity agreement is applied. Entered as a decimal; cannot exceed 1 (100%). Leave blank if not applicable. Used with Ohio Multi-Local Tax only. |
Not applicable |
r_eoh_bloctable_ld.orig_supp_per |
No |
|
20 |
Tax rate credit |
Credit rate granted by a reciprocity agreement. Entered as a decimal; cannot exceed 1 (100%). Leave blank if not applicable. Used with Ohio Multi-Local Tax only. |
Not applicable |
r_eoh_bloctable_ld.cred_supp_per |
No |
|
21 |
Municipal code |
Municipal code required by the local tax agency for W-2 reporting. Used with Ohio Multi-Local Tax only. |
Not applicable |
r_eoh_bloctable_ld.mun_cd |
No |
|
22 |
FIPS code |
Federal Information Processing Standards (FIPS) code required by the local tax agency for W-2 reporting. Used with Ohio Multi-Local Tax only. |
Not applicable |
r_eoh_bloctable_ld.fips_cd |
No |
|
23 |
Locality name |
Name of the reporting locality required by the local tax agency for W-2 reporting. Used with Ohio Multi-Local Tax only. |
Not applicable |
r_eoh_bloctable_ld.loc_name |
No |
|
24 |
Medicare pickup |
Indicates whether the Medicare pickup benefit amount is included as additional gross for this tax calculation. Valid values:
Used with Ohio Multi-Local Tax only. |
Not applicable |
r_eoh_bloctable_ld.med_pickup |
No |
|
25 |
W-2 state ID |
Two-letter state code indicating the state to which this local tax is reported on Form W-2. Must be a valid state code. |
r_bloctable_ld.w2_state_id |
Not applicable |
No |
|
26 |
Local crosswalk |
Code that links this local tax to a worksite tax when importing timecards. The limit is six characters. Used with Ohio Multi-Local Tax only. |
Not applicable |
r_eoh_bloctable_ld.locl_crosswalk |
No |
|
27 |
Record marker |
End-of-record indicator. The valid value is X. The system uses this value to validate that the record contains the correct number of pipe-delimited fields. |
Stored as rec_check in temp table for field-count validation only. Not written to either table. |
Not applicable |
Yes |
Type 2 - Tax detail row
Defines earnings brackets with associated tax amounts or percentages. One or more Type 2 rows must follow each Type 1 row.
The following table describes the fields in the Type 2 - Tax detail row record.
|
Position |
Field Name |
Description |
Destination Database Field (r_blo2table_ld.field) |
Required? |
|---|---|---|---|---|
|
1 |
Record type |
Identifies the row type in the upload file. The valid value is 2. Each Type 2 row defines one bracket in the tax table for the preceding Type 1 record. |
Routing only, not stored. |
Yes |
|
2 |
Location code |
Local tax code. Must match the Location code value in the immediately preceding Type 1 record. |
r_blo2table_ld.location |
Yes |
|
3 |
Pay frequency |
Pay frequency code. Must match the Pay frequency value in the immediately preceding Type 1 record. |
r_blo2table_ld.pay_freq |
Yes |
|
4 |
Marital status |
Tax filing status. Must match the Marital status value in the immediately preceding Type 1 record. |
r_blo2table_ld.marital |
Yes |
|
5 |
Earnings |
The minimum gross earnings threshold for this tax bracket, in dollars. |
r_blo2table_ld.ear |
Yes |
|
6 |
Tax amount |
The flat tax dollar amount owed at this earnings threshold. |
r_blo2table_ld.amt |
Yes |
|
7 |
Tax percent |
The tax rate applied to earnings above this threshold. Entered as a decimal; for example, enter 0.02 for 2%. |
r_blo2table_ld.per |
Yes |
|
8 |
Record marker |
End-of-record indicator. The valid value is X. The system uses this value to validate that the record contains the correct number of pipe-delimited fields. |
Stored as rec_check in temp table for field-count validation only. Not written to blo2table. |
Yes |
Type 3 - Local tax credits row
Defines credit amounts. One or more Type 3 rows must follow the associated Type 2 rows.
The following table describes the fields in the Type 3 - Local tax credits row record.
|
Position |
Field Name |
Description |
Destination Database Field (r_blo3table_ld.field) |
Required? |
|---|---|---|---|---|
|
1 |
Record type |
Identifies the row type in the uploaded file. The valid value is 3. Each Type 3 row defines one credit entry for the tax record established by the preceding Type 1 record. A Type 3 row must follow a Type 1 row. |
Routing only, not stored. |
Yes |
|
2 |
Location code |
Local tax code. Must match the Location code value in the immediately preceding Type 1 record. |
r_blo3table_ld.location |
Yes |
|
3 |
Pay frequency |
Pay frequency code. Must match the Pay frequency value in the immediately preceding Type 1 record. |
r_blo3table_ld.pay_freq |
Yes |
|
4 |
Marital status |
Tax filing status. Must match the Marital status value in the immediately preceding Type 1 record. |
r_blo3table_ld.marital |
Yes |
|
5 |
Credits |
Tax credit dollar amount for this local tax record. |
r_blo3table_ld.cred |
Yes |
|
6 |
Record marker |
End-of-record indicator. The valid value is X. The system uses this value to validate that the record contains the correct number of pipe-delimited fields. |
Stored as rec_check in temp table for field-count validation only. Not written to blo3table. |
Yes |