Example: Set Up Tax Allocation for Workers in Ongoing Multiple Work Jurisdictions (USA)

Administrator Guide

This example illustrates how to complete the

Tax Allocations

tab on the

Add Worker US Tax Elections

task for employees who work in multiple jurisdictions on an ongoing basis.

Ben Adams is a San Francisco, California worker now assigned to work in these tax jurisdictions at the specified percentages:

San Francisco, California (40%)

Bellevue, Ohio (20%)

Cleveland, Ohio (20%)

Kalamazoo, Michigan (20%)

You need to set up ongoing multiple work jurisdictions for Ben.

Enable

Allow Ongoing Work Jurisdiction Tax Allocation

on the

Edit Company Federal US Tax Reporting

task.

Security: These domains in the USA Payroll functional area:

Set Up: Payroll - Company Specific (Taxes) - USA

Worker Data: Payroll (Company Specific) - USA

Access the

Add Worker US Tax Elections

task.

Select worker Ben Adams and these states in the

Additional States

field:

Ohio

Michigan

Add 4 rows in the

City Withholding

grid in the

Work

section on the

Local

tab and select:

Bellevue City (Ohio: Huron)

Cleveland City (Ohio: Cuyahoga)

Since Kalamazoo, Michigan has no city work tax, the city of Kalamazoo isn't available for selection. Delete the fourth row.

Access the

Ongoing Work Jurisdictions

section on the

Tax Allocations

tab, add 4 rows, and enter these settings:

State	City	Allocation Percent
California	San Francisco (California: San Francisco)	40
Ohio	Bellevue City (Ohio: Huron)	20
Ohio	Cleveland City (Ohio: Cuyahoga)	20
Michigan	No City Work Tax	20