HRMS › Tax & Filing
Local Tax Jurisdictions
Cities, counties, school districts, PA political subdivisions and transit districts, with their resident and non-resident rates and the rule that decides between them.
Where to find it
- Module: HRMS
- Group: Payroll
- Section: Tax & Filing
- Screen: Local Tax Jurisdictions
Address in the console: /hrms/local-tax-jurisdictions
List · 11 columns · 34 fields on its form · 4 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Year | Number | tax_year |
| Code | Code | code |
| Name | Text | name |
| State | Code | state_code |
| Type | Status | jurisdiction_type |
| PSD / district | Code | psd_code |
| Tax | Status | tax_kind |
| Resident | Number | resident_rate |
| Non-resident | Number | nonresident_rate |
| Flat | Amount | flat_amount |
| Source | Text | source_note |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Tax year required | Number | ||
| Code required | Text | NYC, PA-510101, OH-COLUMBUS… | |
| Name required | Text | ||
| State code required | Text | ||
| Type | Choice | city, county, school_district, municipal, transit_district, state_district | |
| PSD / district number | Text | ||
| Tax | Choice | income, occupational, lst, head_tax, transit, surcharge | |
| Resident tax worked out as | Choice | flat_rate, graduated, flat_amount, percent_of_state_tax, percent_of_state_taxable | |
| Charged on | Choice | state_wages, fica_wages, gross, fit_wages | |
| Resident rate | Number | ||
| Non-resident rate | Number | ||
| Taxes residents | Yes or no | ||
| Taxes non-residents | Yes or no | ||
| Non-residents only when out of state | Yes or no | Indiana counties. | |
| Residents only for work done here | Yes or no | Kentucky occupational licence taxes. | |
| Pennsylvania Act 32 (higher of home and work) | Yes or no | ||
| Flat amount (employee) | Number | ||
| Flat amount (employer) | Number | ||
| Flat amount is | Choice | annual, monthly, per_period | |
| Exempt below | Number | ||
| Exempt below, per | Choice | annual, monthly | |
| Employer rate | Number | ||
| Annual wage base | Number | ||
| Annual maximum | Number | ||
| Exemption per allowance | Number | ||
| Deduction — single | Number | ||
| Deduction — married | Number | ||
| Residence credit share | Number | Of the tax a work locality took: 1 for all of it, 0.5 for half. | |
| Residence credit limited to rate | Number | ||
| Applies without an assignment to | Choice | none, work_state, resident_state, work_or_resident, work_state_nonresident | |
| Collector | Text | ||
| W-2 box 20 name | Text | ||
| Source | Long text | ||
| Active | Yes or no |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.