Setting Up TaxLocator for employees

Use Employee (HR11.1) to access and define the location code, add employees, change the employee address or location, or add time records with locations different from the HR11.1 location.

For TaxLocator to correctly determine which local taxes (county, city, school district, or other) are applicable, you must enter all employee address information on Employee (HR11.1), and spell city names completely and correctly.

Set up TaxLocator for employees

Access Human Resource Codes (HR04.2) through the HR Codes button on Human Resource Code Setup (HR04.1). Specify the Type as LO for Location.

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Access Human Resource Codes (HR04.9) through Employee (HR11.1) by selecting the Assignment tab, Location field, and choosing the Define form action.

Note: The more complete the information you enter on the Address tab, the more accurate the establishment of taxes based on work location.
Complete the Address Tab. All fields on this tab are required, except the secondary street address fields (Address 2, Address 3, Address 4).
Complete the required County and Country fields.
Access Employee (HR11.1).

Note: When you add a new employee or change data for an employee, the result may cause TaxLocator to invoke a new set of taxes for the employee. Employee United States Taxes (PR13.1) appears with the new deductions that TaxLocator will apply to the employee. You can modify the deductions through PR13.1.
When adding a new employee, you can leave the Work Country field blank, to allow the correct work country to default from Process Level.
Select the Address Tab.
Complete the Home fields with the employee information. The Supplemental fields are used for labels generated by Post Office Mailing List (PA325) in the Infor Personnel Administration application. If no supplemental address is entered, the employee's address from the Home fields defaults.
Select the Assignment tab.
In the Work Country field, select a work country for the employee. The work country you select must be the same as the Work Country on Process Level (HR01.1). This field represents the payroll taxing country for the employee. The Work Country field can be different from the employee's address country.
Select the Tax tab and United States tab.
Complete the appropriate fields.
In the Railroad Code field, select a value representing whether the employee is a railroad employee. The BSI TaxLocator uses the railroad code to determine tax jurisdictions for the employee.

Payroll creates tax deductions with an Employee Deduction (PR14.1) effective date equal to the system date, regardless of the effective date used to add an employee, or enter a change on Employee (HR11.1). For this reason, you must make future address or location changes to the HR11.1 using personnel actions, not directly on HR11.1. If these types of changes are made directly on HR11.1, the change takes effect immediately and can result in incorrect taxes taken for the employee.