Defining employee tax-related data

  1. Select Payroll Administrator > Resource Maintenance > Resources.
  2. Select a resource record.
  3. Click the Payroll tab.
  4. 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.
    Disable Selected State
    This field is available if the Enable Selected State Unemployment check box has been selected on the on the Country Configurable Fields tab for an organization. If you select this check box, unemployment is assigned by the BSI TaxLocator for every work state location assigned to the employee.
    Do Not Apply Defined Contribution Compensation Limit
    Select this check box to override the compensation limit for defined contributions.
    Overridden State
    This field is available if the Enable Selected State Unemployment check box has been selected on the on the Country Configurable Fields tab for an organization. If you select a state, the derived primary state value is overridden and unemployment is returned for the selected state.

    For example:

    The employee’s primary state is MN and the Overridden State field is not populated. The Disable Selected State check box is cleared. When a current status time record is added with an override location of WI, the BSI TaxLocator returns MN Unemployment on the WI EmployeeTaxLocation record.

    The employee’s primary state is MN and the Overridden State field is populated with IA. The Disable Selected State check box is cleared. When a current status time record is added with an override location of MI, the BSI TaxLocator returns IA Unemployment on the MI EmployeeTaxLocation record.

  5. Click Save.