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General information

Local dialog

Use the Local dialog to add or modify certain information to be used for local tax agents. For each individual tax, you can specify a different withholding ID and deposit schedule to use and also specify whether or not the client has nexus in this locality.
If a client has a nexus in a jurisdiction, it means that they have a business connection or a presence in that jurisdiction and are therefore subject to state or local income and sales taxes.
Select
Setup
 >
Clients
, then select the
Payroll Taxes
 tab, and select the
Local
 button in the State section.

Fields & buttons

Local grid
The grid contains a list of the local taxes that apply to the selected client. If you want to specify a withholding ID to be used with a tax, enter it in the Withholding ID column. In addition, you can modify the deposit schedule for the agent that corresponds to each tax. If the client has a nexus in this locality, you can specify that here by marking the checkbox in the Nexus column.
If a client has
nexus
 in a jurisdiction, it means that they have a business connection or a presence in that jurisdiction and are therefore subject to state or local income and sales taxes.
If you accessed the Local dialog via the
Payroll Tax Forms tab of the Setup > Payroll Consolidation Groups
 screen, you can select the
Do not consolidate
 checkbox if you don’t want local payroll tax forms to be consolidated with those of other clients in the consolidation group.
Default EIT Tax Collector
(Pennsylvania only) The agent that you select here will be the default agent used for any combined earned-income tax items added in the future for this client.
W2 PSD code
(Pennsylvania only) For each work location that an employee has wages or tax amounts associated with it, the PSD code (known as the TCD code) for that work location is reported in
Box 20
 on all copies of the employee's W-2 forms. The application does the following to determine the PSD code that is used in Box 20.
  • If no selection is made in the
    Default EIT Tax Collector
     field:
    • The
      W2 PSD Code
       field is disabled and ignored.
    • The six-digit PSD code of the work location that is assigned to the tax item by the state of Pennsylvania, followed by a dash (-) and the first two digits of that PSD code is used as the PSD code in Box 20.
    Local dialog
    Form W-2 output
  • If a selection is made in the
    Default EIT Tax Collector
     field:
    • The
      W2 PSD Code
       field is enabled and allows a 2-digit code to be entered.
    • The six-digit PSD code of the work location that is assigned to the tax item by the state of Pennsylvania, followed by a dash (-) and the two digits entered in the W2 PSD Code field is used as the PSD code in Box 20.
    Local dialog
    Form W-2 output

This article applies to:

  • Product: Accounting CS
  • State: All states
  • Subject: Payroll tax forms

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