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Add information for local tax agents
You can use the
Local
screen 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.
note
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.
To access the screen, select .
Setup
Clients
Payroll Taxes
Local
note
- For New York clients - you can use this screen to modify the tax rate for the Metropolitan Commuter Transportation Mobility Tax (MCTMT).
- For San Francisco, California clients - you can use this screen to prevent the application from calculating San Francisco Payroll Expense Tax on checks.
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 nexus in this locality, you can specify that here by marking the checkbox in the Nexus column.
note
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 screen via
Payroll Tax Forms
tab of the Payroll Consolidation Groups
screen, you can mark 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.note
Only localities that are assigned to a tax agent display in the Local grid. If a locality is not part of a tax agent that is already provided by the application, you will need to add a local jurisdiction tax agent before the locality will display here in the grid.
Default EIT tax calculator
(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 theDefault EIT Tax Collectorfield:
- TheW2 PSD Codefield isn't available and ignored.
- The 6-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 1st 2 digits of that PSD code is used as the PSD code in Box 20.noteFor employees who work in multiple work locations, each location's unique 6-digit PSD code that is assigned to the tax item by the state of Pennsylvania, followed by a dash (-) and the 1st 2 digits of that PSD code is used as the PSD code in Box 20 on the line with the associated wage and tax amounts.
- If a selection is made in theDefault EIT Tax Collectorfield:
- TheW2 PSD Codefield is enabled and allows a 2-digit code to be entered.
- The 6-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 2 digits entered in the W2 PSD Code field is used as the PSD code in Box 20.noteFor employees who work in multiple work locations, each location's unique 6-digit PSD code that is assigned to the tax item by the state of Pennsylvania, followed by a dash (-) and the 2 digits entered in the W2 PSD Code field is used as the PSD code in Box 20 on the line with the associated wage and tax amounts.
This article applies to:
- Product: Accounting CS
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Set up tax agents
Format:
Article,
3 min read