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Entering City Tax Data

  1. To enter city tax, select Payroll Documents menu group.
  2. Select the Tax Data menu group. The Tax Data page - Find an Existing Value is displayed. The information on this page will allow the user to locate an existing employee in order to enter or change tax data.

 

Tax Data Page - Find an Existing ValueFigure 40: Tax Data Page - Find an Existing Value

  1. Enter the search criteria.
  2. Select the Search button. A page is displayed with tabs for city, county, State, and Federal taxes.
  3. Select the City Tax Data tab. The City Tax Data tab is displayed.

 

City Tax Data TabFigure 41: City Tax Data Tab

  1. Complete the fields as follows:

 

Field

Description/Instruction

Name

Populated from the search criteria. The name of the employee is displayed from the Empl ID entered.

Empl ID

Populated from the search criteria entered.

Record

Displays the number of records for that employee.

SS

Populated from the search criteria entered. The employee SSN is displayed based on the Empl ID.

 

  1. Complete the City Tax Data fields as follows:

 

Field

Description/Instruction

Effective Date

Required field. Populated with the beginning date of the current pay period. This is the date on which a table record becomes effective; the date that an action begins. This date also determines when to view or change information. To change the default date, search by selecting the search icon.

Pay Period

Populated and cannot be changed.

Date Entered

Populated and cannot be changed.

User ID

Populated with the system identifier and name of the individual who generates the transaction.

Transaction Status

Defaults to In Progress. Select the down arrow to select a different status.

 

  1. Complete the Exemption Data fields as follows:

 

Field

Instruction

State Code

Enter the applicable State in this field or search by selecting the search icon.

City

Enter the applicable city in this field or search by selecting the search icon.

Resident of city where employed

Check the box if applicable.

Percent of annual compensation for Services outside of city

Enter the applicable percent. This is required if the employee works 25% or more of their work outside the duty station.

Total Number Of Allowances

Enter the total number of allowances claimed. The valid criteria is as follows:

Total Number of Allowances Claimed must be 00 except for cities in Michigan and New York; and Philadelphia, Pennsylvania.

For Indiana Counties: in the first position, type the alpha (A - Z) to represent the number or additional exemptions claimed. (A=1, B=2, C=3, etc., up to Z=26). Otherwise, enter 0 (zero). In the second and third positions, enter the number of exemptions claimed. If less than 10, proceed with a zero.

For Federal tax, type the marital status code S (single), M (married), or X (exempt) in the first position. Type the number of exemptions claimed in the second and third positions unless the employee claims total exemption from Federal taxes, then type XT.

For Arizona State tax, valid values are 100, 190, 230, 250, 310, and 370.

Additional Withholding Amount

Enter the amount in dollars and cents to be withheld in addition to the amount withheld in accordance with the tax formula.

 

At this point, the following options are available:

 

Step

Description

Select the Save button

Saves the new data entered.

Select the Return to Search button

Returns the user to the applicable page to search for another record.

Select the Previous in List button

Returns to the previous person in the list.

Select the Next in List button

Advances to the next person in the list.

Select the Notify button

Notifies the next individual in the workflow.

Select the Previous Tab button

Views the data on the previous tab.

Select the Next Tab button

Views the data on the next tab.