Defining employee tax-related data
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Select .
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Select a resource record.
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Click the Payroll
tab.
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Specify this information:
- Resident State
- Specify the state in which the employee is a
resident.
- Resident County Tax Authority
- Specify the tax authority that corresponds to the county in
which the employee is a resident.
- Resident City Tax Authority
- Specify the tax authority that corresponds to the city in
which the employee is a resident.
- Resident School District Tax Authority
- Specify the tax authority that corresponds to the school
district in which the employee is a resident.
- Work State
- Specify the state in which the employee
works.
- Work County Tax Authority
- Specify the tax authority that corresponds to the county in
which the employee works.
- Work City Tax Authority
- Specify the tax authority that corresponds to the city in
which the employee works.
- Work School District Tax Authority
- Specify the tax authority that corresponds to the school
district in which the employee works.
- Tax Provider Group Code
- Specify the tax provider group code.
- Workers Compensation State
- Specify the state in which the employee receives workers
compensation.
- Default Marital Status
- Specify the employee's marital status.
- Default Exemptions
- Specify the number of exemptions the employee
claims.
- Railroad Code
- Specify whether the employee is a railroad employee. If so,
specify the tier or tiers.
- Tax Filter
- Specify a tax filter value to override, by employee, the level
of taxes that are assigned by the tax vendor.
- Tax Frequency
- Specify a tax frequency to override normal
taxation.
- Resident Country Code
- Specify the country code that corresponds to the country in
which the employee is a resident.
- Resident Employee Type
- Specify the resident employee type that corresponds to the
employee's residency situation.
- Military Spouse Tax Exempt Certificate State
- Specify a state.
- Public Sector Retirement Plan
- Specify the public sector retirement plan in which the
employee is enrolled.
- Use Adjusted Hire Date
- Select this check box to use the employee's adjusted hire
date for the employee's public sector retirement plan.
- Foreign Earned Income Exclusion Indicator
- Select this check box if the employee has foreign earned
income to exclude.
- Foreign Earned Income Year
- Specify the year in which the employee received foreign
earned income.
- Foreign Earned Income Wage Override
- Specify the amount of foreign earned income to use for the
wage override.
- Payroll Recurring Time Record
- Specify whether to associate the employee with payroll
recurring time records and, if so, what type.
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Click Save.