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Configuring PR Local Codes

PR Local Codes define income-tax and other Deduction/Liability information for a local code (city, county, or other local taxing district). Posted local comes from the job (JC Jobs); resident local comes from PR Employees.

:::caution Ohio School District tax Do not use this form for Ohio School District tax. Use the Tax and Worker's Comp Routines table instead. :::

Before you start​

  • PR State Information exists for the locality's state.
  • Local income-tax (and related) Deduction/Liability codes exist in PR Deductions and Liabilities.
  • Know whether employees and jobs use posted-only, resident-difference, or higher-rate calculation options.

Steps​

Local header​

  1. Open PR Local Codes.
  2. Enter Local Code (up to 10 characters) and Description (up to 30).
  3. Enter Tax ID# (up to 20; may be blank) and State (the locality's state).
  4. Set Tax Deduction to the local income-tax deduction code (F4).

Calculation options​

  1. Choose how posted vs resident local tax calculates:
    • Posted local only.
    • Full posted plus resident.
    • Posted full with resident difference.
    • Higher of resident or posted rate.
  2. Posted local defaults from JC Jobs; resident local defaults from PR Employees. Align Company Parameters State/Local fallback behavior with how jobs and employees are coded.

W-2 and taxing entity​

  1. Set Tax Type for the default W-2 Local Info value:
    • C City
    • D County
    • E School District
    • F Other
  2. Enter Taxing Entity (up to 10 characters). Ohio codes are 5 digits; longer values are truncated for the local W-2 electronic file.

Additional local Ded/Liab grid​

  1. On the DL Code grid, add additional Deduction/Liability codes that apply with this local code. Codes must already exist in PR Deductions/Liabilities.
  2. Save. Assign locals on employees and on jobs when job-posted local tax is used.

Notes​