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Administrator Guide
Last Updated: 2023-06-23
Example: Inactivate Non-Applicable Tax Allocations (USA)

Example: Inactivate Non-Applicable Tax Allocations (USA)

Jordan usually works only in Portland, Oregon, where he's subject to an employer-paid transit tax. However, for 6 months he'll work only 50% in Sandy and 50% in Wilsonville, Oregon, which have different employer-paid transit taxes.
Security: These domains in the USA Payroll functional area:
  • Set Up: Payroll - Company Specific (Taxes) - USA
  • Worker Data: Payroll (Company Specific) - USA
  1. Access the
    Add Worker US Tax Elections
     task.
  2. Add a row in the
    Other
     section on the
    State
     tab and select
    Tri-County Metropolitan Transportation District Excise Tax - Employer Paid (Oregon)
    , then select the
    Inactive
     check box.
  3. Add 2 rows in the
    Other
     section on the
    State
     tab and select:
    • Sandy County Transit Tax - Employer Paid (Oregon)
    • Wilsonville Transit Tax - Employer Paid (Oregon)
  4. Add 2 rows in the
    Ongoing Work Jurisdictions
     section on the
    Tax Allocations
     tab and enter these settings:
    State
    Other
    Allocation Percent
    Oregon
    Sandy County Transit Tax - Employer Paid (Oregon)
    50
    Oregon
    Wilsonville Transit Tax - Employer Paid (Oregon)
    50
Workday stops processing tax for the inactivated allocation and begins processing the new tax allocations.
When Jordan returns to Portland, the payroll administrator will inactivate the Sandy County and Wilsonville transit tax allocations and add the Portland transit tax allocation.